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Staples, Inc. Message Board

all4wishes 23 posts  |  Last Activity: Jul 30, 2015 8:43 AM Member since: May 15, 2007
  • Reply to

    Not bad...but one problem

    by spectracide Jul 30, 2015 8:12 AM
    all4wishes all4wishes Jul 30, 2015 8:43 AM Flag

    That would be a problem, but they also said backlog would increase to over 10,000 by year end. So their book to bill ratio will improve significantly in the second half.

  • Good earnings report. Forcasting backlog of over 10,000 by end of year bodes well for 2016. We will see if Wall Street analysts understand the revenue recognition for lease accounting. Stock looks cheap at 45.

    GBX should continue to trend upward

    Sentiment: Buy

  • Reply to

    How much in EPS/qtr is expected in 2016 ?

    by dalton880 Jul 29, 2015 2:59 PM
    all4wishes all4wishes Jul 29, 2015 3:36 PM Flag

    I wouldn't expect much or any E in 2015 or 2016. If the best terms the company could get was 12% interest and a $800,000 origination fee, in an environment where 1-5% are typical term loan rates and ABLs I'd be careful.

  • all4wishes by all4wishes Jul 23, 2015 9:34 AM Flag

    I took advantage of market inefficiencies and herd mentally and doubled up on URI at 72.35. Crazy buying opportunity

    Sentiment: Strong Buy

  • all4wishes by all4wishes Jul 8, 2015 3:27 PM Flag

    what a gift. thank you for those that sold.

  • Reply to

    Short Interest 36 % ??

    by peteza777 Jul 5, 2015 6:55 PM
    all4wishes all4wishes Jul 6, 2015 9:40 AM Flag

    Typically a 36% short interest is a bad thing as "smart money" is often doing the shorting. In GBX's case, they just reported earnings and CEO had very good things to say about the future of the business, as well as having $40+ million for buying back stock.

    I would expect short interest to drop - hence, short covering.

    Sentiment: Strong Buy

  • all4wishes by all4wishes Jul 6, 2015 9:38 AM Flag

    The CFO who negotiated the financing with the new lenders abruptly resigns. In 5 months, the CEO, COO and CFO are all out. Gotta love, the "leaving for personal reasons but will be available for consulting" quote.

    I'll watch this one from the sidelines. For once, I agree with kblaber that STRL's propsects look really dire.

    I'm amazed the stock is still trading above 4.

    Sentiment: Strong Sell

  • all4wishes by all4wishes Jul 2, 2015 1:37 PM Flag

    It looks like the trading pre conference call is the low. After a great call and the company's commitment to buybacks and adding shareholder value through accretive, high ROIC acquisitions, the shorts will continue to cover.

    I see the stock continuing to trend upward, as the likelihood for any negative company news is minimal. An analyst downgrade wouldn't make sense. Upgrades would.

    Sentiment: Strong Buy

  • For those who didn't listen to the call:

    1) without giving 2016 guidance, mgmt said that delivery of 25-26k railcars in 2016 is not a stretch, compared with 21k in 2015.

    2) CEO commented that the stock price isn't trading on backlog or increasing margins.

    All in all, I'm very comfortable with the stock and management.

    Longs should definitely listen to the call.

  • Reply to

    What Do I Do With CC?

    by financekid299 Jul 1, 2015 9:35 AM
    all4wishes all4wishes Jul 1, 2015 10:13 AM Flag

    Hold CC. This is a great split for investors

    Sentiment: Hold

  • all4wishes by all4wishes Jul 1, 2015 9:48 AM Flag

    BWS FINANCIAL INITIATES COVERAGE ON STERLING CONSTRUCTION AT BUY, ANNOUNCES $7.85 PT

    Who is BWS Financial? Whoever you are, thank you. I'm selling into this pop.

  • all4wishes by all4wishes Jul 1, 2015 9:10 AM Flag

    I tried to buy another 1,000 at 44 premarket - no luck. That drop was bs.

    I believe GBX will be up today

    Sentiment: Buy

  • Reply to

    A FAIR MINDED REASONED DEBATE ON STRL

    by kblab2 Jun 30, 2015 3:54 PM
    all4wishes all4wishes Jul 1, 2015 8:11 AM Flag

    If the company had no financing, then I agree that vendors would demand upfront payments and sureties would be less willing to guarantee work. Corp insurance policies, except workers comp and health insurance, require upfront payments.

    The $40 million term loan and revolver give the company sufficient financing to conduct business and give vendors and sureties comfort.

    Sentiment: Buy

  • new railcar backlog as of May 31, 2015 was 45,100 units with an estimated value of $4.86 billion
    Railcar backlog as of November 30, 2014 was 41,200 units with an estimated value of $4.20 billion
    31,500 units with an estimated value of $3.33 billion as of August 31, 2014.

    I expect the stock to close up today after the conference call.

    Sentiment: Buy

  • Reply to

    GREECE AND STRL --BOTH BASKET CASES

    by kblab2 Jun 29, 2015 7:12 PM
    all4wishes all4wishes Jun 30, 2015 9:23 AM Flag

    I agree that the block trade is still a mystery. "Bely up" law is a little more clear: sureties have NO claims on company assets: they guarantee contractor's performance. The company's lenders are fully secured against the tangible fair market value of the assets, so in an orderly liquidation, they are made whole. No clue what you mean by project owners pension plans. Stock holders have no clout whether they one 1 share or 2 million shares. So again, the block trade - which appears to be a buy is a mystery. If it was a sell, the stock wouldn't have closed up on Friday and been solid yesterday when the market got creamed.

    Sentiment: Buy

  • Reply to

    BIG VOLUME --PROTECTION AGAINST BELLY UP

    by kblab2 Jun 29, 2015 2:02 PM
    all4wishes all4wishes Jun 29, 2015 3:06 PM Flag

    Do you really think others read your posts and believe what you write. Who is We?

    So Comerica (not CoAmerica) with $48 BILLION in Loans and $57 BILLION in deposits is going to buy 10% of the stock in a $80 million company they lend to, to protect against a default. Last time I checked, stockholders are last in line when it comes to liquidation.

  • I assume that NASDAQ has contacted the company, so I would expect some news or filing in the next day or two.

    I don't understand how that 2MM trade at the close didn't move stock.

    Sentiment: Buy

  • Reply to

    well there goes our cash!!

    by illinoismaker58 Jun 16, 2015 2:54 PM
    all4wishes all4wishes Jun 18, 2015 8:36 AM Flag

    In the purchase agreement RELL paid $11.5 million + $741,672 for recent capex purchases or a total of $12.2 million. It looks like they paid 6x EBITDA, which would be on the low end of a valuation, depending on the prospects.

    No way is the cash gone. They should have $85-90 million of cash after the transaction. This should be accretive to earnings as the cash was earning nothing.

  • all4wishes by all4wishes Jun 17, 2015 4:37 AM Flag

    This analyst has a track record of raising a stock to a buy and two months later reducing it to a hold. He did the same for FSTR earlier this year. Took the price target up from 58 to 60 only to remove it altogether two months later.

    His action yesterday cost me $16,000 on paper, but nonetheless I doubled up my GBX position at the close.

    He neglects to see that the 10 year low prices on steel plate and HRS will benefit GBX, ARII and TRN.

    Sentiment: Strong Buy

  • all4wishes by all4wishes May 26, 2015 4:22 PM Flag

    I can't believe I am wasting my time, but for those who don't know what NET WORTH or TANGIBLE NET WORTH is. WE need a refresher course in Accounting 101.

    Sterling accurately stated that their tangible net worth is $69.6 million. For WE who don't know. The calculation is Stockholder's Equity less (Goodwill & Intangibles). For WE who can't subtract Sterling's $124.4 million Equity - $54.8 million Goodwill = $69.6 million.

    Therefore, the company's tangible net worth of $69.6 million is equal to its market cap.

    Next lesson will be on net working capital.

    Sentiment: Buy

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