Comments on Jared Schneider's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/jared-schneider/articles http://seekingalpha.com/article/131606-office-depot-s-significant-gains-more-to-come?source=feed#comment-469156 469156 Sun, 19 Apr 2009 23:51:20 -0400 http://seekingalpha.com/article/131606-office-depot-s-significant-gains-more-to-come?source=feed#comment-469154 469154 As an industry veteran in office products, I could not disagree more > with the writer's assessment of Depot. If he had done his homework > he would have realized that OD is currently under investigation for > "bait and switch" practices and has already agreed to pay a few hundred > thousand dollars to the City of Berkeley in California for over-charges. > Many states including California (Refund of 2.4M) Florida, Missouri, > and North Carolina have investigated Depot and a few including N.C. > and Georgia have either not allowed them to bid again or have stated > publicly that they will no longer buy from them. After the City of > Berkeley was promised payment school districts and municipalities > across the U.S. have initiated their own investigations with the > hope of recovering significant amounts of cash. Most of these folks > use the same or similar contract to the "US Communities L.A. County > Agreement" based in California. The size of this contract in yearly > spend is somewhere between 500M and 700M dollars. If "errors" have > been occurring for years within this contract (which they have) I > would not bet a dime on Depot's future and Jared Schneider's recommendation > like so many from the analyst community could end up costing investors > millions.]]> Sun, 19 Apr 2009 23:50:05 -0400

On Apr 19 02:47 PM brantII wrote:

> As an industry veteran in office products, I could not disagree more
> with the writer's assessment of Depot. If he had done his homework
> he would have realized that OD is currently under investigation for
> "bait and switch" practices and has already agreed to pay a few hundred
> thousand dollars to the City of Berkeley in California for over-charges.
> Many states including California (Refund of 2.4M) Florida, Missouri,
> and North Carolina have investigated Depot and a few including N.C.
> and Georgia have either not allowed them to bid again or have stated
> publicly that they will no longer buy from them. After the City of
> Berkeley was promised payment school districts and municipalities
> across the U.S. have initiated their own investigations with the
> hope of recovering significant amounts of cash. Most of these folks
> use the same or similar contract to the "US Communities L.A. County
> Agreement" based in California. The size of this contract in yearly
> spend is somewhere between 500M and 700M dollars. If "errors" have
> been occurring for years within this contract (which they have) I
> would not bet a dime on Depot's future and Jared Schneider's recommendation
> like so many from the analyst community could end up costing investors
> millions.]]> http://seekingalpha.com/article/131606-office-depot-s-significant-gains-more-to-come?source=feed#comment-469153 469153 Sun, 19 Apr 2009 23:48:03 -0400 http://seekingalpha.com/article/131606-office-depot-s-significant-gains-more-to-come?source=feed#comment-468738 468738 Sun, 19 Apr 2009 14:47:39 -0400 http://seekingalpha.com/article/131606-office-depot-s-significant-gains-more-to-come?source=feed#comment-468481 468481 Sun, 19 Apr 2009 11:57:46 -0400
I do belive that current extreme market conditions have presented the average investor with numerous "once in a generation" opportunities on a properly evaluated risk/reward basis.

I will be following this recommendation.

]]> http://seekingalpha.com/article/112940-ehealth-the-road-to-recovery?source=feed#comment-346083 346083 Mon, 05 Jan 2009 02:47:48 -0500 http://seekingalpha.com/article/112940-ehealth-the-road-to-recovery?source=feed#comment-344419 344419 Fri, 02 Jan 2009 14:37:12 -0500
They could not force the health insurance industry out of business, but depending on what kind of health plan comes out, insurance co.'s margins could get squeezed.

I still believe that eHealth has a lot of potential for growth. Thanks for the comments!]]> http://seekingalpha.com/article/112940-ehealth-the-road-to-recovery?source=feed#comment-344118 344118 Fri, 02 Jan 2009 10:04:43 -0500
eHealth can only offer what insurance companies are willing to provide. Unless you have a group health plan from a large company, ALL insurance companies offering personal insurance will screen out ANY health conditions and refuse to cover you. This is not a stipulation of eHealth, this is how insurance companies work.

I run a website which assists persons attempting to locate personal health insurance, please see link.]]> http://seekingalpha.com/article/112940-ehealth-the-road-to-recovery?source=feed#comment-344078 344078 Fri, 02 Jan 2009 09:12:21 -0500 http://seekingalpha.com/article/112940-ehealth-the-road-to-recovery?source=feed#comment-344023 344023 Fri, 02 Jan 2009 08:00:56 -0500 http://seekingalpha.com/article/111778-merger-arbitrage-spread-widens-on-rohm-and-haas-dow-chemical-deal?source=feed#comment-339699 339699 Sun, 28 Dec 2008 10:16:00 -0500
If this deal gets cancelled ROH shazres will gap down and the idea that you'll get taken out for just a couple of dollars loss/share is absurd.]]> http://seekingalpha.com/article/111778-merger-arbitrage-spread-widens-on-rohm-and-haas-dow-chemical-deal?source=feed#comment-339696 339696 Sun, 28 Dec 2008 10:14:12 -0500
The same type of deal almost bankrupted Hercules after they overpaid for Betz Labs.

DOW should pay the break-up fee and cancel the deal.

They might be able to renegotiate the same buy at much better terms later.
]]> http://seekingalpha.com/article/111778-merger-arbitrage-spread-widens-on-rohm-and-haas-dow-chemical-deal?source=feed#comment-339243 339243 Sat, 27 Dec 2008 10:18:35 -0500 http://seekingalpha.com/article/111778-merger-arbitrage-spread-widens-on-rohm-and-haas-dow-chemical-deal?source=feed#comment-335679 335679 Mon, 22 Dec 2008 10:35:39 -0500 http://seekingalpha.com/article/111778-merger-arbitrage-spread-widens-on-rohm-and-haas-dow-chemical-deal?source=feed#comment-335539 335539 Mon, 22 Dec 2008 08:48:25 -0500 http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-325462 325462 Macy's? If you call $10 billion in debt with a $1 billion due in > 2010 excellent financial shape, you have missed the mark. And Macy's > has a history of bankruptcy, so to say it will come out like it did > in the past is to show ignorance of the history of this franchise.]]> Wed, 10 Dec 2008 09:55:58 -0500

On Dec 02 08:28 AM MagicCJA wrote:

> Macy's? If you call $10 billion in debt with a $1 billion due in
> 2010 excellent financial shape, you have missed the mark. And Macy's
> has a history of bankruptcy, so to say it will come out like it did
> in the past is to show ignorance of the history of this franchise.]]> http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-319482 319482 Wed, 03 Dec 2008 01:23:54 -0500
HWD looks the most interesting. Debt seems manageable. They seem to beat the estimates. Worst estimate is $4. So that incredibly low PE even if we are off by 50% on earnings estimates is still incredibly low. ]]> http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-319246 319246 Tue, 02 Dec 2008 17:27:34 -0500
I would just like to see some insider buying at these levels to scare off some shorts...but have not seen any yet.

2-3 years from now, this is an easy 3-4 bagger...

Be sure to check out Jones Soda as well...JSDA... is selling for much less than their cash on hand (with no debt) and insiders have started scooping up some shares lately...]]> http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-319133 319133 Tue, 02 Dec 2008 14:52:31 -0500 http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-319131 319131 Tue, 02 Dec 2008 14:49:48 -0500 http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-319128 319128 Tue, 02 Dec 2008 14:48:41 -0500
jegan ]]> http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-318697 318697 Tue, 02 Dec 2008 08:28:04 -0500 http://seekingalpha.com/article/108700-three-retail-stocks-to-buy-before-christmas?source=feed#comment-318677 318677 Tue, 02 Dec 2008 08:01:24 -0500