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Staples Stock Symbol: SPLS-Q

Notes:Business material

Last Price Recorded: 11.6800 on 2014-09-01 01:14:13

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Date Signal Expert Opinion Price
2014-07-24 DON'T BUY Gordon Reid

In the midst of a structural shift in the retail sector and you may want to avoid this. With stores closing, they are in a shrinking space.


Price:
$11.190
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
No
2014-07-09 COMMENT Benj Gallander

Was on his Stock Watch list, and then had a run and was taken off the list. He isn’t watching this one that closely. Good online growth, but the stores themselves have been having some troubles. A lot of the companies in this sector are downsizing. If this got under $10, he would be more interested. A leader in its field, and he loves investing in the leaders as contrarian plays.


Price:
$11.060
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2014-06-24 SELL Stan Wong

Growth rate has really declined to low single digits.  Stock is expensive.  Would not own this stock.


Price:
$11.070
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
SELECTIVE
Owned:
Unknown
2014-06-23 DON'T BUY Norman Levine

Market leader in office supplies.  Problem is that the whole world has changed for them.  More and more businesses order on line and company is stuck with big leases. 


Price:
$11.230
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2014-05-12 HOLD Jim Huang

Facing stronger competition now compared to the 1990s when they were building out lots of stores in a consolidated industry. Some of the office supply consumption, such as paper, is going down. A lot more competition from big box stores. They are obviously going into and entrenchment period where they will try to cut costs. In the short term, this is a Hold more than anything else. If they are able to stabilize the situation and cut their costs, there is definitely value in the stock for patient investors.


Price:
$13.230
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Unknown
2014-05-02 DON'T BUY Norman Levine

Unfortunately is in a business that is declining from a retail point of view.  Companies don’t use as much of their products as in the past.  More and more orders are placed on-line so the stores are just costing them more and more to operate.


Price:
$12.620
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2014-03-10 WATCH David Baskin

Had terrible earnings and the stock dropped 15% or so. Announced they are closing a bunch of stores and are increasingly trying to sell things on line. The problem with going head to head with Amazon (AMZN-Q) online is that Amazon seems to have an unlimited ability to sell things at a loss. This company is not going out of business. They made a lot of money, just not as much as people wanted them to. He owns, but thinks his time as an owner is coming to a close. When companies have bad earnings, there is frequently an emotion in the market to have a big selloff, but if you look 6 weeks later, infrequently half of that loss is recaptured.


Price:
$11.630
Subject:
NORTH AMERICAN - LARGE
Bias:
BEAR on COMMODITIES
Owned:
Yes
2013-08-06 BUY Barry Schwartz

The leader in office products. Likes their ability to do “fulfillment the next day” on every product that you want. Sees a continuance to improve revenues. The problem is, revenues have flat lined so they are looking to improve it by cost cutting. Likes 1) their high free cash flow yield, 2) increasing dividend each and every year and 3) always a potential as a takeover target from private equity. $25 in a few years.


Price:
$17.080
Subject:
NORTH AMERICAN
Bias:
BULLISH on TECHNOLOGY
Owned:
Unknown
2013-05-22 DON'T BUY John Wilson

Just under 10% yield.  Fundamentals are challenging.  It is a very competitive market.  Expects them to shrink over the net several years. 


Price:
$15.170
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2013-04-18 DON'T BUY Jennifer Radman

Phenomenal valuation, great balance sheet.  But it comes short on management.  Likes them to have a sense of urgency.  They are not concerned about the lower amount of paper usage.  Ignoring that trend is a red flag.  They made a lot of acquisitions in Europe over the last 5 years and she is not convinced they can do what is necessary.  Short term the consolidation of the number 2 and 3 players will be a bit of a benefit to them.


Price:
$12.700
Subject:
US EQUITIES
Bias:
SELECTIVE
Owned:
No
2013-01-14 BUY Barry Schwartz

Has been lumped in with all the other retailers, he thinks, unfairly.  It is their European stores.  Great company and too cheap and they are buying back shares hand over fist.  Could be taken over by private equity.


Price:
$12.160
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2012-08-16 WATCH Benj Gallander

This whole sector has been hit very hard. Just dropped a couple of dollars in the last few days because of poor results and they weren’t very positive looking forward. Because of that, he will look at this more closely now. Would buy it at this time as he expects there will be tax loss selling in the future.


Price:
$11.380
Subject:
CONTRARIAN INVESTING
Bias:
UNKNOWN
Owned:
No
2012-08-02 DON'T BUY Sandy McIntyre

Went into an expansion in Portugal that did not work out and now they are into another expansion and the market does not like it.  It is not a name with him.


Price:
$12.520
Subject:
INCOME INVESTING
Bias:
SELECTIVE
Owned:
Unknown
2012-08-01 HOLD Christine Poole

(Market Call Minute.) There is a potential pickup in business spending as economic growth improves. Cheap.


Price:
$12.670
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2012-06-12 BUY Barry Schwartz Office supplies. Very mature business. As long as the US employment improves over time, people are going to need office supplies. This company pretty much has dominant market share. Generates a significant amount of free cash flow. They are buying back shares hand over fist. Great dividend increaser. Valuation is remarkably cheap at 8X this year's earnings.
Price:
$12.760
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
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