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Staples, Inc. Message Board

netmargintrumps 43 posts  |  Last Activity: Jun 18, 2014 11:33 AM Member since: Aug 16, 2012
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  • netmargintrumps netmargintrumps Jun 18, 2014 11:33 AM Flag

    ... And again, they're still screaming "buyout". It's sad really; they are their own worst enemies.

    These PE firms are smart, clever, and sly. They're not giving common stockholders a premium, they're offering these struggling retailers high-interest loans with options for preferred stock and other investment vehicles that put themselves in line in front of the commons in the case of bankruptcy and more advantageous returns in the case of a turnaround. The PE firms are not your ally, they're siphoning off your future profits.... And they're smart to do so.

  • netmargintrumps by netmargintrumps Apr 17, 2014 4:27 PM Flag

    Finally! (insert footage of Chevy Chase running through an empty parking lot to Wally World with 'Chariots of Fire' playing in the background)

    Just kidding!... But, seriously though, it was rough waiting for buyers to show up and provide some support as the price fell; I understand that micro-caps and nano-caps can be low-volume, but it was just crickets chirping for a few weeks there with just a few small buys at the bid. Hopefully, this is a sign of better things to come.

  • Well.... (glanzing over all three companies' earnings statements)..... really, hasn't it always been!?

    Actually, that wasn't fair to Books-A-Million.... unlike Barnes & Noble and Borders, Books-A-Million was profitable one year out of the last five.

  • Two years ago the posters on this board claimed "this is at least a $2 billion company", "buyout at $25 per share". Then it was "buyout at $18 per share", and "buyout at $16 per share", "management, don't let those PE firms take this for anything less than $1.5 billion". Later it was "a buyout's coming at $12 per share", and "this stock's a buy, it'll pop back up to $15". Then it was "this stock's undervalued; it's worth $10 per share", "we'll get a buyout in the mid-double digits". "This is a billion-dollar company!" More recently we've heard "Sycamore is trying to steal this company at $10 per share", and "this company is worth $750 million". More recently, posters were proclaiming "buyout at $9 per share", and "this stock is undervalued, it should be at least $6 right now". "This company is worth at least $500 million, it's a steal down here". Now, someone just posted "buyout at $8 per share."

    Anybody notice a pattern here?...

    It's Funny, Really!... The posters on this board are their own worst enemies, just grasping for straws and throwing everything they can up against the wall hoping something sticks.

  • Technically, we're falling back to the lows, which makes sense because the news of a new person at the top is not news at all. COSI has shuffled through a Rolodex of leaders, and all of them have only proved one thing. This company is perennially unprofitable...... Don't blame the weather, don't blame the sandwich/salad maker, don't blame the cashier for not up-selling, don't blame the last CEO, or the one before that.... It's just a broken business model. It reminds me of Warren Buffett's quote about when a good management team with a history of success meets a business with bad economics, it's usually the latter that wins out. Yeah, that's the problem with the revolving doors of CEOs here. There's nothing they could do.

  • The restaurant industry is a low-margin business... However, the couple individuals at the top earn between a half million and almost a million dollars per year. So if you're wondering where your stockholder equity is disappearing to.... (chuckles).... Just think about how many waitresses would have to up-sale their customers appetizers and desserts just to come near to $1.5mill.

  • Reply to

    I'm done here

    by mary5connelly59 Mar 25, 2014 5:15 PM
    netmargintrumps netmargintrumps Mar 25, 2014 7:08 PM Flag

    Ohio Man, take a look at AEO for a good pick. American Eagle Outfitters just hit a 52-week low (like many retailers have been doing), but at this lower price the dividend is now almost 4.0%. This company is maintaining its market share through this tough retail environment. As this company turns around, you'll be earning a 4% dividend to wait. The stock was as high as $23 per share last year, now its 12 bucks. So a 100% return over time is quite possible. If BODY, WTSLA, ARO, and/or PSUN has to continue closing stores or go out of business altogether, that's less competition for AEO. It could end up standing atop the mountain of 'BODY's.... I mean bodies.... of all the failed teen/young adult clothing retailers.

  • netmargintrumps netmargintrumps Mar 23, 2014 11:03 AM Flag

    This is a classic example of the bond holders and/or preferred stock holders getting their big interest payments/dividends off the top, while the common stock holders spend years watching the value of their investment continually trend in the wrong direction.

  • Reply to

    ARO is a real buy-out candidate.

    by almlk Mar 21, 2014 3:39 PM
    netmargintrumps netmargintrumps Mar 23, 2014 10:55 AM Flag

    Nonsense!

  • netmargintrumps netmargintrumps Feb 14, 2014 2:47 PM Flag

    That divy will be as good as gone with a few more quarters like this! Negative earnings are next, too.

  • Reply to

    Good Buy?

    by www_curvenus_com Feb 14, 2014 1:45 PM
    netmargintrumps netmargintrumps Feb 14, 2014 2:20 PM Flag

    "...should bounce by the 3rd quarter." That's exactly the problem. First 'should' is a synonym of 'may' in this context (actually 'may' is more appropriate), and second, why should he invest in a company that will continue to suffer all the way until next fall. There are great companies out there right now that are growing profits, stock buyback, dividends, making acquisitions, and continue to grow. Look into those.

  • Reply to

    cnbc power lunch has wtw piece RUNNUNG NOW !

    by febru3012 Feb 14, 2014 1:45 PM
    netmargintrumps netmargintrumps Feb 14, 2014 1:56 PM Flag

    I love how bearish it was! It expects all the other app makers and 'wearable tech' companies to continue to challenge them for the rest of 2014... and forever after.

  • Reply to

    Too Many Good Companies

    by netmargintrumps Feb 14, 2014 9:36 AM
    netmargintrumps netmargintrumps Feb 14, 2014 1:49 PM Flag

    Not a buy!... This company crashes every quarter, from $85 two years ago to $23 today (and still falling).

  • Reply to

    Good Buy?

    by www_curvenus_com Feb 14, 2014 1:45 PM
    netmargintrumps netmargintrumps Feb 14, 2014 1:47 PM Flag

    No!!! Why put your money in a company that crashes every quarter?... Find a company that reported a great Q but has been beat up by this correction over the last two months.

  • netmargintrumps by netmargintrumps Feb 14, 2014 9:36 AM Flag

    There are too many good companies that reported nice numbers and then got taken too the woodshed with this correction over the last two months to bottom fish here!

  • Reply to

    $0.15

    by bridgejumper08 Dec 20, 2013 11:18 AM
    netmargintrumps netmargintrumps Dec 20, 2013 3:15 PM Flag

    I'm not worried about it. This company has earned 9 cents over the last 5 quarters. If somebody wants to sell his shares at 15 cents, then he's free to make that poor decision. Even if this company misses for the current quarter and reports a sub-par Christmas, the company is still worth more than 15 cents per share.

  • Reply to

    Same Store Sales Down 15% This Quarter

    by netmargintrumps Dec 4, 2013 4:06 PM
    netmargintrumps netmargintrumps Dec 4, 2013 4:32 PM Flag

    ..... And they are guiding expectations for a loss through the Black Friday/Christmas season... Nice!

  • This "turnaround story" is not even starting it's turnaround yet. You keep hearing about this company turning it around.... But it just doesn't ever happen.

    Well... Maybe next year.

  • Reply to

    Any surprises will crush short sellers

    by jason54915 Dec 4, 2013 11:51 AM
    netmargintrumps netmargintrumps Dec 4, 2013 2:27 PM Flag

    Selling the company is not their only option... They can continue to rake in the millions for years and years while the stock price trends ever lower but never going to zero in bankruptcy. I've seen it many times. Look at Coldwater Creek for example: It has not produced more than two profitable quarters since before the start of the Great Recession in '08, but it just ate all of its cash-on-hand, then it issued a secondary offering deluting the common stockholders and did a reverse-split to keep it from being a penny stock. All along senior execs raked in millions of dollars while the stock stays in the gutter.

    I say all that to say, be careful with stocks that keep announcing profitless quarters. While it appears there is buyout value or turnaround value, often neither ever occurs.

  • Reply to

    Tfor2Yes....

    by netmargintrumps Nov 25, 2013 4:42 PM
    netmargintrumps netmargintrumps Dec 2, 2013 6:32 PM Flag

    I can't argue with you there. $1 makes sense: 8 cents profit times a P/E Ratio of 12 is a 96 cent stock price. A P/E of 12 is definitely not a large P/E, but the stock is still worth a buck with 10 cents profit times a P/E of 10--an even smaller multiple--so a $1 target price makes sense, so long as the company doesn't stumble very badly. Good Luck Tfor2!

SPLS
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