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Angie's List, Inc. Message Board

retailexecutive 35 posts  |  Last Activity: Jan 24, 2015 4:48 PM Member since: Dec 20, 1998
  • Reply to

    Starbucks - Only for IDIOTS

    by hackatacker Dec 5, 2014 12:47 PM
    retailexecutive retailexecutive Dec 5, 2014 2:25 PM Flag

    Unfortunately they tend to procreate at a faster rate than intelligent beings.

    Sentiment: Strong Buy

  • a very strong success. It can get better and it probably will. Need to continue the upgrade . Vision is good. Execution is improving.

    Sentiment: Strong Buy

  • Reply to

    Speculation of a return to ShopHQ

    by trumpace Dec 2, 2014 8:57 AM
    retailexecutive retailexecutive Dec 5, 2014 1:47 PM Flag

    The oldtimer customer base would love to see her and that is OK but the real drive for long term growth does not require her to return.

    Sentiment: Buy

  • retailexecutive retailexecutive Dec 5, 2014 1:22 PM Flag

    I own both companies but I am selling half of my DNKN position and buying more SBUX calls.

    Sentiment: Strong Buy

  • Brennan was the last CEO who even had an idea that this was a game of serving customers profitably while delivering a profit. Probably was the last CEO to actually spending any money to improve the customer experience. I have shorted this company 3 times and made nice money doing it but I am conservative. Only JCP was a better play on the short side. Maybe Fast Eddie should hire Ron Johnson then we could get all the idiots in one room. Only Fast Eddie has destroyed more shareholder value than Johnson. They could see a new record made together.Backout 70% of the retail asset value and that is what this dog is worth.

    Sentiment: Strong Sell

  • Reply to

    Starbucks - Only for IDIOTS

    by hackatacker Dec 5, 2014 12:47 PM
    retailexecutive retailexecutive Dec 5, 2014 12:57 PM Flag

    And what is the point ? Coffee like any other commodity is about what value can the retailer develop to deliver value. remember cost is what you pay but value is what you get. SBUX is the biggest, most valuable space in its' class. Bar none.They could drive cost down further but they are highly ethical in how they manage fair trade and have created a loyal and strong producer base that produces the best of class beans. What SBUX is and stands for is "BEST OF CLASS " This is why the stock will appreciate even more from this point. The trade is set up for a $100 price target in 12 months or less. A lot more growth will be achieved through small plates, beer, wine and unit expansion. The third place strategy has always worked and it will continue. And for you lefties without a union. How about that ?

    Sentiment: Strong Buy

  • Reply to

    day trading and short covering

    by albsure929 Dec 5, 2014 11:56 AM
    retailexecutive retailexecutive Dec 5, 2014 12:32 PM Flag

    I think you have that right. I look for much more in 6 months though. Too much made of the CEO change which has been planned. Took this slight miss as a good opportunity to announce it. The economy is clearly improving and the stronger dollar indicates a margin improvement possibility. Sales were much better than they are getting credit . I look for continued new store growth and a better comp potential from here. This is a good pull back to buy imo. Smart shorts will be taking some off the table as this was an unexpected one time bonus.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Dec 4, 2014 1:39 PM Flag

    This stock has been in my legacy profile for a long time. I admit I thought about selling it after year end as my capital gains could be pushed out another year but I have decided to stay in and take some new capital in with long calls. $100 seems a good target. The impact of the new mobile roll out will have a big impact on sales and profit.

    Sentiment: Buy

  • I like this company but i was doing some valuation research and found that SBUX is far cheaper and growing better than DNKN and GMCR.

    Sentiment: Hold

  • When comparing to the addictive strong coffee concepts SBUX is the cheapest. I know I was surprised but here it is:
    PE PS PE FWD EPS 2015 Peg ratio
    SBUX 28.92 3.54 21.40 3.13 1.39
    DNKN 30.61 6.66 23.47 1.76 1.85
    GMCR 39.00 5.48 31.13 4.13 2.29

    Even though SBUX is the King by far in revenue, profits,market cap, global and domestic market share it is actually undervalued on any basis that one can review. This does not even account for their superior strategy with mobile and retail diversification. I was surprised that it is so cheap compared to the others on a valuation and growth basis. This is something like the evaluation i did on AAPL last year pre- split and i bought it very strongly. I thought I would share this as it looks lie a stock that is getting ready to breakout. I am not dissing any of these companies as they are all good but clearly the one poised to grow without hurting their valuation is SBUX. I believe the old KRAFT problem obfuscated the issue. They have cycled that and the strategy to remove Kraft from their distribution strategy. Again all these companies are excellent if not as well priced as SBUX but if SBUX . If SBUX can expand their FWD PE to only 30 times 2015 we have a stock price of $94. I love it. Now I do recognize most of the posters here have no serious investment position here and would rather talk about politics that they are under educated on but I thought I would see if there is any serious investors out there and give me your opinion.. Thanks i bought this at 71. And i am seeing the accumulation finally kicking in.

    Sentiment: Strong Buy

  • retailexecutive retailexecutive Nov 20, 2014 10:44 AM Flag

    You are too funny and you actually do not have it right. No surprise there. What is in Ben and Jerry's is a better question ? Coffee beans freshly ground and water and respect to fair trade is in every cup. The holiday brews are selling like crazy. i went in yesterday and enjoyed a peppermint latte and my wife had a Chestnut praline latte . The store is our neighborhood hangout and they were very busy even at 3 pm . DNKN can not even sell their ice cream in RB anymore as a local guy brought a highend franchise in of ice cream made on the premise and it is great Handles. best ice cream ever and Starbucks the best coffee shop ever. Great if you live in RB where life is beautiful and there are no Dunkin Doughnuts they went out of business over 10 years ago here. Their location is now a yogurt shop. This is one of the best hall of fame companies.

    Sentiment: Strong Buy

  • Reply to

    Starbucks brewing up an excellent quarter

    by fabricone1 Oct 30, 2014 12:17 PM
    retailexecutive retailexecutive Oct 30, 2014 12:24 PM Flag

    This company continues to be a retailer who connects with there customer base very well. They have their finger on the consumer pulse and continue to grow the business with strong comp store sales. The new strategies are picking up enough mass and velocity to maintain a continued strong earnings growth. They have been able to achieve this in spite of rising coffee prices. Good buying and forecasting is key and the addition of a higher food mix impacts the average transaction favorably. Great management . A vision statement that focuses on the customer. Perfect.

    Sentiment: Strong Buy

  • retailexecutive by retailexecutive Oct 29, 2014 4:50 PM Flag

    Mark stepped in and sang for his supper and he was granted the chance by aid of some key shareholders who were tired of the stalled progress. It appears that the street likes actually hearing from a CEO. The momentum may be shifting . Better sales will indeed be the fuel to push the shares to the $7. target.Good luck to us all.

    Sentiment: Buy

  • Reply to

    Asna is looking up

    by almlk Oct 23, 2014 4:45 PM
    retailexecutive retailexecutive Oct 29, 2014 4:26 PM Flag

    I would like to believe in Santa Claus as well but I know that is my role. What is going to happen to drive a 25% increase ? Sales have been less than robust and the long highly promised inefficiencies from the back room and distribution model has produced what it is going to do. I see a need to drive sales and that really is not their strength. Debt is low but that is at the moment the only atta boy I am willing to pass on to Jaffe. Smart guy but does not know how to build on his strong share very well.

    Sentiment: Hold

  • retailexecutive retailexecutive Oct 28, 2014 8:00 PM Flag

    I Know that you are spam and you are forked.You and your stupid service eat it. ha ha

    Sentiment: Strong Buy

ANGI
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