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Angie's List, Inc. Message Board

retailexecutive 34 posts  |  Last Activity: Dec 19, 2014 12:45 PM Member since: Dec 20, 1998
  • 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

  • Reply to

    Lock and Load

    by fabricone1 Oct 25, 2014 3:36 PM
    retailexecutive retailexecutive Oct 25, 2014 3:55 PM Flag

    good call.

    Sentiment: Strong Buy

  • Guess which one it is now ? The stock has made and tested a bottom. All the bad news has been absorbed. Earnings still strong in spite of the burdens placed against the company. When the news is released about the stock will rally at least $20 in the first five minutes after the release and maybe as much as $40 the day of the announcement. Of course it will be announced after hours or before the market opens . maybe on a weekend so you can stew and see that opening bid take off like a rocket ship. Wow ! A small fortune will exchange hands for many of you rookies. I want to take this opportunity to thank you for playing.

    Sentiment: Strong Buy

  • Reply to

    Dunkn CEO is on CNBC

    by fabricone1 Oct 23, 2014 3:15 PM
    retailexecutive retailexecutive Oct 23, 2014 3:36 PM Flag

    How did you know he would blame the franchisee ?

  • retailexecutive by retailexecutive Oct 23, 2014 12:37 PM Flag

    I sat with John in his office and spoke with him at great length about the future of Fred's . He had a plan and a vision of expansion for the entire Sun Belt Southwest. Increases of distribution centers and becoming the King of tertiary markets using the pharmacy as a "bell cow "strategy to drive store traffic and generate a strong EBITDA.
    In those days they had no long debt at all. I had meetings with the CFO and the Store Operations VP as well and I thought for a company of their size to be a pretty good team. What I don't understand is how they recruited or built fill backs. Bruce is a fool and an old style manager with a loud voice and minimum talent. John and Michael made a huge mistake trusting him to manage this enterprise. They had an enormous opportunity that they wasted due to fear.The CFO is still there and I often wonder what happened. John was old and appeared to be ill . Maybe that is what happened. He appeared to be smart and strategic and the company was doing pretty well. What happened ???

  • Reply to

    SCHULTZ A WAR CRIMINAL???

    by A Yahoo! User Dec 31, 1969 7:00 PM
    retailexecutive retailexecutive Oct 22, 2014 2:53 PM Flag

    you have it correct.

    Sentiment: Strong Buy

  • being able to be fast and flexible and being able to adapt a strategy to attract new consumers while maintaining a core revenue base that will provide a base that is profitable.This company is doing about as well as one should expect given the fixed cost element of their real estate holdings.As a value store which was their niche when they were successful it can not operate. The buildings are high coat and too large to operate efficiently and compete with retailers in the same market space.Ron Johnson used revolution rather than evolution to make the problem even worse. Truly the wrong person at the wrong time and place. Mike has attempted to stabilize the operation and perhaps to some degree he has done that. Unfortunately a stable operation with the fixed issues they carry will not work.
    A new CEO with some decent credentials may help but a new understanding of how to build value is needed not one that attempts to maintain but one that will truly differentiate them again. Without really understanding how to make the break-even point on current revenue levels there is no opportunity for success imo. I have no axe to grind as I made my money on the short side but I got out too early. So good luck to both sides in this battle. Long term looks pretty shaky to me.

  • Reply to

    Q-Bird flies again

    by mr_harry_lime Oct 6, 2014 11:14 AM
    retailexecutive retailexecutive Oct 6, 2014 12:15 PM Flag

    If the QVC new issue actually were to acquire all the HSNI shares it could make a difference but I would not count on that anytime soon but you should consider both HSNI and the new QVC issue a buy as they are both superior operators and can compete in the current and future of interactive retailing in my opinion. VVTV does in fact merit a speculative hold as well . Mark will attempt to affect enough change to improve the shares to at least the same price as Keith would have been able to achieve. I look for $8 but this is a long way off at the current rate of improvement imho.

    Sentiment: Hold

  • Reply to

    Legend CEO

    by hurricanecosk Jul 31, 2014 9:54 AM
    retailexecutive retailexecutive Oct 6, 2014 11:07 AM Flag

    The BOD will not be an impediment. Experience and skill set could be though. We will see. I like TGT from here , Comps are light and we should see strong improvements.

    Sentiment: Buy

  • retailexecutive by retailexecutive Oct 6, 2014 10:51 AM Flag

    What has happened so far ? More importantly what will happen in the next 100 days ? The rhetoric is less about real change than I anticipated. The pre-change noise and post change activity reminds me of President Obama. Strong campaign but not too much traction or promise for much. I have used this evolution line versus revelation myself. The difference was that we built a dynamic company that embraced the fly wheel concept that what we were managing was a marketing machine not a telemarketing company. This opens the windows of all associates and brings smart goals and plans that leads to major change in performance. I expected this from Mark and maybe he will find his fly wheel. Every retail concept I know has major levers and to change results you must actually pull the lever rather than just talk about it. Marketing has been a long term problem/ opportunity here and I believed Mark would be an agent of change to initiate the requirements to make it happen. Perhaps he will still fulfill the pre-change rhetoric that the Clinton Group proposed. I hope so but the activity is a bit lighter than I anticipated .Where do we go from here ?

    Sentiment: Hold

  • Reply to

    GUYS, i've been telling you for months!!!!!

    by jtmm17 Oct 3, 2014 3:12 PM
    retailexecutive retailexecutive Oct 6, 2014 9:36 AM Flag

    You are correct. Fabricone has said it as well. Stating that the growth would remain sensational and it has and the stock price is still going up. Long since 37..

  • Reply to

    YHOO - After hour news.

    by mlsmarket Sep 22, 2014 1:06 PM
    retailexecutive retailexecutive Sep 22, 2014 3:02 PM Flag

    I am a buyer below 30

ANGI
6.69+0.05(+0.75%)Dec 19 4:00 PMEST

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