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Staples, Inc. Message Board

tsather1 9 posts  |  Last Activity: Dec 6, 2014 8:56 PM Member since: Jul 9, 2007
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  • tsather1 by tsather1 Dec 6, 2014 8:56 PM Flag

    I am interested in how Staples Exchange will be different from Amazon marketplace. One way they could make it much more effective and likely take market share is by having a much better relationship with the vary vendors that supply them. What I mean by this is that Amazon has undercut its own members at times by negotiating with the vendors suppliers thus cutting out the middle man.

    Would Staples Exchange be more vendor friendly thus providing a "moat" albeit small looking into the future? This is something that will be determined. Many issues can arise in an organization but the most important is to learn from your customers and fail fast if you fail.

    I do believe that Staples Exchange looks great on paper and is a step in the right direction.

    Sentiment: Hold

  • tsather1 tsather1 May 22, 2014 1:43 PM Flag

    I have no idea what your talking about. The company may have issues and challenges that it faces, but to say the company does not have money and is moving toward bankruptcy within 16-18 months would be a huge strech. Factor that in with the fact that business to business is actually flat lining to slightly increasing overall top line revenue. Margin pressures have largely stabilized as Amazon moves to profitability.

    Sentiment: Hold

  • Reply to

    Potential Competition

    by tsather1 Aug 29, 2013 10:01 AM
    tsather1 tsather1 Aug 29, 2013 12:34 PM Flag

    To clarify, the reason a GMCR SODA partnership would be beneficial for both is the fact that SODA has the tech and distribution network, but GMCR has the sales staff and foot traffic to cover deals and broaden the reach of SODA. I am not talking about the reach to consumers individually but to businesses (restaurants, hospitals, workplace breakrooms, etc.)

    Just think how many reps you see from GMCR and then think about the reps from SODA. I sure see plenty of reps from GMCR at my business and I have heard of many elsewhere. I have yet to come into contact with a SODA rep. Again, I think SODA is good without a partnership, but there could always be advantages/disadvantages.


    Sentiment: Strong Buy

  • Reply to

    Potential Competition

    by tsather1 Aug 29, 2013 10:01 AM
    tsather1 tsather1 Aug 29, 2013 10:20 AM Flag

    Resources are there but is the time for GMCR? Still like what SODA is doing and a SODA GMCR partnership would be beneficial for both with the tech and economies of scale.

  • I am long on SODA and still believe the upside in SODA is WAY higher than the potential downside. However, as an active investor, I am interested in seeing others perception of the development that GMCR is planning a soda maker. GMCR is worth about 13 times that of Sodastream right now and ultimately has the free cash to create a comparable and even better model than SODA.

    Although the pipeline is non exsistent and their are no exclusive agreements as of yet.......GMCR could pose a real threat to that of SODA in the future. Does anyone see this as a viable threat? Or is this GMCR getting into a market too late as many companies tried to do to Amazon, netflix, microsoft, etc.?

    Sentiment: Strong Buy

  • tsather1 by tsather1 Aug 14, 2013 10:49 AM Flag

    There is no buyer surfacing yet for BBRY and it is going to likely remain this way until the MSFT's, NOK, GOOG, and AAPL's of the world get a deal on the technology that blackberry offers. It's all about patents but even at this point, I don't think there is any reason to believe this stock is going to be offered a premium.

  • where is your source of this info? Also this could be a good thing for shareholders as Staples sees something coming now and looks to make their moves now before they have to deal with cost cutting issues during another recession, etc.

    Sentiment: Hold

  • This company has solid fundamentals so as far as I am concerned, APD is a buy now and sell later once the stock gets back to where it belongs. Also the dividend has been increasing for years now.

  • Reply to

    Why I'm switching from Netflix

    by schlitz100 Jul 6, 2007 10:35 PM
    Tsather1 Tsather1 Jul 9, 2007 4:12 PM Flag

    Yes Blockbuster is defenitely the better deal in the rental business right now. Just to clarify though the free in store returns are only good for movies and not games.
    Netflix has tried to compete with BBI more with th ability to download movies right to your computer so that there is instant movie time available. I still like BBI but Netflix is trying as much as they can to stay competitive. Also I would watch for a possible sale of the Movie Gallery Inc.(MOVI) chain within the next couple of weeks and Netflix could be a possible buyer to give an in store side of Netflix.

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