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  • eBay: A No-Brainer [View article]
    There is no more money for eBay to squeeze from its current base of sellers and was under misguided direction to rid itself of the one-of-a-kind inventory and collectible sellers. Now, in retrospect, I am sure they are realizing that this was a huge miscalculation and must somehow attract the very people that set them aside from the rest of the venues; sellers of which they annihilated. The question that remains; is it too late? Sentiments are extremely divided.
    Jan 23, 2015. 09:25 AM | 9 Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    MNSW please check your facts because the money is not coming from growth but instead from squeezing from its sellers. When you rid yourself of paying seller discounts (20%), your margin increases as does the margin increase by expansion of (none other than) Pay Pal. Don't get me wrong, I believe that the expansion of Pay Pal is great, but then, let me see, now there is: Amazon, Apple, Bitcoin, Google and I believe that Walmart plans to get in on the action, etc, etc, etc. You can only squeeze so much from your bread and butter before you have nothing but a drizzle of oil and crumbs from which to sustain your body (under 55 now for years). Does that simplify it enough for you?

    No disrespect intended but are the shareholders getting the correct picture? (Remember when Nieman Marcus left eBay? There was a reason. http://reut.rs/102n0Tg) eBay is courting the very companies that DON'T NEED THEM. This is a no brainer. Sometimes you need to look past those few years when eBay was jumping with leaps and bounds. As I mentioned before, JD is no longer doing things the way he was doing things when eBay was soaring. Keep digging and you will see.
    Sep 27, 2014. 08:14 AM | Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    As long as JD controls Pay Pal, he has carte blanche to continue dysfunction on its eccommerce platform aka eBay. He knows he is walking the plank should they spin off Pay Pal. eBay is Pay Pal's test tube where data is gathered. eBay, the website, is kept for purposes of furthering profits on Pay Pal only. However, Pay Pal is stuck and they know it. Shareholders will stay quiet for just so long before shedding themselves of extra weight and being top heavy. JD will be allowed a few more acquisitions like Skype and then, sayonara.
    Sep 25, 2014. 10:07 PM | Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    I believe I have my facts straight, just not the timelines. Who pays attention to timeline when you are making money right? It is only when things go bad. JD started off on the right track but then he did a turn to the tune of 180 degrees. THAT is when eBay and their sellers, all started loosing money and stocks have remained below the 55 mark for years now. Was he pressured by the shareholders? Maybe. Being a leader, however, means having the rounded sacks to make a stand and explain why they are at a stalemate. (And we are not talking about corrupt personnel causing security breaches.) He should have been able to report to his associates why doing things their way would cause problems with google.) He should have been able to explain why keeping one-of-kind image was important to the success of eBay during hard times. JD should have had the nerve to provide them with statistics that prove that the consumer, while very vocal about what they want, does not have the insight needed to make decisions for an entire unique company. Speaking of unique, what is so different about eBay now than the rest of the platforms? I think we already know the answer to that question, don't we...........Nothing. And that, my friend is why they are stagnant and will STAY stagnant until JD grows rounded sacks.
    Sep 25, 2014. 08:14 AM | Likes Like |Link to Comment
  • With A Declining Core Business And Increased PayPal Competition, Is eBay Still A Buy? [View article]
    Back in 2007-2009 eBay and their sellers were making great money but then, somewhere around 2011 or 2012, eBay started announcing their intentions to do everything their customers wanted. They squeezed more fees from the sellers and made unreasonable demands, changed the very system that was working for them which included getting rid of the old search engine in exchange for the new Cassini. Then, they fired the creator and continued squeezing more fees from the sellers. By making unreasonable demands, they were able to eliminate tens of thousands of sellers, some of whom gave eBay its founding reputation of collectibles, second hand items and small sellers trying to make a name for themselves in an effort to become more like their competition, Amazon (which soared to stardom from the onset of the unhappy eBay sellers). Who the heck needs two Amazons?

    Pay Pal, while solid but still owned by eBay gave them a false sense of security. Life is like a pendulum but it does not mean you should rid yourself of the very things that are not broken! How are things working out for you, now, JD?

    If I were making decisions for shareholders, I would fire JD and go back to the basics. Look into how things were run in 2007 and 2008. But what do I know.
    Sep 24, 2014. 06:57 PM | 4 Likes Like |Link to Comment
  • eBay Will Become A More Dominant Consumer Lender [View article]
    I think a spinoff is eminent; shareholders will eventually win this one. Bill Me Later is now Pay Pal Credit and word is that the staff at Pay Pal are not happy with the staff at eBay. A couple of proposals are surfacing that suggest that the only way Pay Pal will be able to hire a new leader is by spinning off as JD is not their cup of tea. As mentioned, eBay retail is not pulling it's weight under his guide. But then, what do I know, I only read the same articles everyone else is reading.
    Aug 29, 2014. 02:21 PM | 1 Like Like |Link to Comment
  • The Market Is Undervaluing eBay By 40% [View article]
    You can keep eBay to yourself, however, it is too bad Pay Pal must be held back with it.
    Jan 30, 2014. 06:10 AM | Likes Like |Link to Comment
  • Still A Believer In eBay [View article]
    The exit of Neiman Marcus after the holiday season from eBay was a sign of an underlying iceberg that needs a second look. This subject as well as the developing payment processing competitors that are lucking in the shadows are the symptoms of upcoming challenges to your theory. If you cannot stomach a delve into the underbelly of eBay and want to continue with the charts, you may find yourself perplexed if not very disappointed. I do not think it will fall drastically but in slow, sort of cancerous slide. I'm just saying.
    Mar 19, 2013. 08:10 AM | 1 Like Like |Link to Comment
  • Caveat Emptor - 3 Reasons To Be Scared Of eBay [View article]
    As an investor, due diligence would be an understatement. I'm just saying.
    Mar 12, 2013. 02:12 PM | Likes Like |Link to Comment
  • Caveat Emptor - 3 Reasons To Be Scared Of eBay [View article]
    To Scaredinvestor:
    Touchet with respect to the misconception that Pay Pal is somehow associated with banking, there are a number of middleman competitors that are popping up. Walmart is one of the retailers that are designing their own Pay Pal-type payment processor. Online is going to grow but the unique identifier is now looking and finding other avenues besides eBay.
    Mar 12, 2013. 10:16 AM | Likes Like |Link to Comment
  • Caveat Emptor - 3 Reasons To Be Scared Of eBay [View article]
    There are many more than 3 reasons, not to mention that invitation that was extended to the larger retail stores such as Neiman Marcus has proven to be a game changer. This tactic that was suppose to attract buyers is now discouraging the initial attraction to eBay for buyers to sell their unique items at low prices due to some of the highest fees charged by a platform, leaving nothing for eBay on which to fall back once the big retailers have decided to leave. A recent survey publish by EcommerceBytes.com indicates eBay has one of highest in fees encouraging their seller to invest their growth in Etsy, Ruby Lane an Bonanza. Amazon is a given, but the underlying message is the quote used by the writer of this article, " it diluted the adventure of finding unique items".

    If you are reading this comment, Mr. Tubuo, many platforms have allowed their sellers considerably more control over the decision making for their transactions. This effort retains relationships that which you have established. Let's face it, if you are making money, you do not leave as did Neiman Marcus, thus the same goes for the unique item seller. All in all, eBay may have built new relationships with the higher end or larger retail stores but has broken its backbone made of the creative newcomer.

    Pay Pal had better ramp up more than recent months if they plan to melt the titanic size iceberg that is looming below the surface.
    Mar 11, 2013. 08:51 AM | 2 Likes Like |Link to Comment
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