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Staples Stock Symbol: SPLS-Q

Notes:Business material

Last Price Recorded: 12.0300 on 2014-04-18 01:14:16

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Date Signal Expert Opinion Price
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
2012-05-23 DON'T BUY Norman Levine This is a stock he would have liked to own but hasn't for a little while. Office supplies has been a pretty tough market to be in. Their biggest product has been paper over the years. People have been using less and less paper. If you think you are getting a strong economic recovery, this might be one to look at.
Price:
$13.650
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUSLY OPTIMISTIC
Owned:
No
2012-05-08 TOP PICK Barry Schwartz Largest office supply company globally. 2nd biggest online retailer globally. Trading for less than 10X earnings. Beautiful balance sheet. Just raised its dividend 10%. Very strong free cash flow yield.
Price:
$15.000
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2011-05-18 DON'T BUY David Burrows Stock took a big drop. He is not a bottom fisher so not interested. Recent earnings have not been very good. There are a lot of retailers doing extremely well so there are better places to focus on.
Price:
$16.630
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2009-05-13 DON'T BUY Jeff Parent B. Eng. FCSI This is a difficult market as there is some reliance on businesses. Found a significant bottom at $14. Fairly strong resistance point at $21.60. Upside is going to be fairly limited to $21-$22. This is a stock that is not going to take off. Has a lot of competition.
Price:
$19.220
Subject:
TECHNICAL ANALYSIS
Bias:
OPTIMISTIC
Owned:
Unknown
2008-09-08 BUY David Burrows (Market Call Minute.) Breadth in the retail sector is improving. Taking market share in the stock is working higher.
Price:
$25.070
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL on US LARGE CAPS
Owned:
Unknown
2008-05-08 COMMENT Brian Acker, CA The model price is $28.46, a positive 30% differential. Thinks this would be consumer discretionary, which is not the favourite of most portfolio managers, but this is done very well to hang in there. Not cheap enough to get into his portfolios but doing a very good job in a hostile retail environment.
Price:
$21.440
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
No
Showing 1 to 15 of 23 entries
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