Seeking Alpha

deaverb

deaverb
Send Message
View as an RSS Feed
View deaverb's Comments BY TICKER:
Latest  |  Highest rated
  • Wal-Mart Third Quarter Results + Why You Should Buy This Stock [View article]
    throberts is correct about share repurchases. Hugely more advantaged.
    Nov 18, 2014. 06:21 AM | Likes Like |Link to Comment
  • Amazon's AWS: Not As Disruptive As Online Bookselling Once Was [View article]
    Another solid analysis about how Amazon is heading lower despite extraordinary consumer value.
    Oct 28, 2014. 05:55 PM | 2 Likes Like |Link to Comment
  • Why I'm Still Not Buying Wal-Mart [View article]
    The most interesting point is that the Waltons have long since moved over 50% ownership by gradually accumulating a higher stake with stock buybacks and letting their enormous dividends fund whatever financial diversification and good works they choose to participate in. This continues as it has for a long time now, from ownership in the mid 30% range to the mid 50% range now. Dollar Tree has done the same thing though no one family controls it. DTLR finally took a growth shot by buying FDO. Might WM?
    Sep 6, 2014. 08:44 AM | Likes Like |Link to Comment
  • Family Dollar rejects Dollar General's latest offer [View news story]
    Three excellent companies becoming two. It is likely they will become 1 down the road with anti trust approval because as 1 they would be a powerful competitor to Walmart.
    Sep 5, 2014. 09:22 AM | Likes Like |Link to Comment
  • Report: Icahn dumps stake in Family Dollar [View news story]
    Interesting move. Look forward to hearing why he did it. Clearly he led the dollar chains to consolidate which will help all of them. The next move is to combine all 3 to deal with Walmart etc.
    Sep 3, 2014. 03:16 PM | Likes Like |Link to Comment
  • Staples' (SPLS) CEO Ron Sargent On Q2 2014 Results - Earnings Call Transcript [View article]
    Impressive. They are sticking to their plan and making great progress.
    Aug 20, 2014. 03:56 PM | Likes Like |Link to Comment
  • Comp sales fall 5% at Staples [View news story]
    Staples continues to impress as it quietly follows its strategic plan to emphasize staples.com, which was up 8%, broaden the assortments beyond traditional Staples products trading on their excellent brand name, and close stores, and reduce store space. While doing all this, and more, Staples still turned a profit and delivered substantial positive cash flow. As a Staples store and .com small vendor I know as an "outside insider" they are taking positive steps to catch up, and in some cases better, Amazon, while providing excellent retails and better than their standard store margins in "new" areas. At the same time, Office Depot/Max has evidently circled the wagons and reportedly not "onboarding" new items, while Staples marches strongly forward.
    Aug 20, 2014. 09:14 AM | Likes Like |Link to Comment
  • Report: Dollar Tree and Wal-Mart likely out of Family Dollar battle [View news story]
    Take the money? $305 million! A novel approach as opposed to so many ego driven companies. They primed the pump for Family Dollar so everyone will win. I still suspect that in 5 years or less we will find them all together. Another reason to bet on Dollar Tree....
    Aug 19, 2014. 09:48 AM | 2 Likes Like |Link to Comment
  • Amazon: Profit Is Not In The Dictionary [View article]
    The article, if anything, was cautious. Unmentioned is the Hachette controversy that drew B & N and Google into a partnership to compete with Amazon. Then, the Disney controversy drove the Disney folks into a deeper partnership with Walmart, who became the "good guys" (a rare term for them these days) in offering pre orders for Disney DVDs. Since WM made more money in 25 days last quarter, than Amazon has ever made...that is pretty strong stuff. And WM Internet sales grew 24% last Q.
    Aug 18, 2014. 07:41 AM | 5 Likes Like |Link to Comment
  • Dollar General makes $9.7B offer for Family Dollar [View news story]
    The elegant financial move would be for all three to combine. Then they would be a formidable competitor to Walmart, Target, Kroger, Staples, Amazon, and others. The Anti Trust people shouldn't have a problem with that....
    Aug 18, 2014. 07:33 AM | Likes Like |Link to Comment
  • Wal-Mart takes advantage of Disney-Amazon pricing skirmish [View news story]
    Clearly Walmart has become the Avis here, trying harder and getting more trial. Amazon is hopelessly outgunned by Walmart on so many fronts. Now that Walmart has gotten more serious, think of the wonderful situation Walmart is in thanks to Amazon's aggressive behavior, Walmart wearing the white hat? The good guys? Wow. What a turnaround in positioning. I like Amazon as a consumer and a supplier, though a small one. Sorry to see them take on one battle too many, if not more than one. In the last week or so they are now facing Google & Barnes and Noble on one flank and Walmart & Disney on another.... And, Walmart made in 20 days last Q what Amazon made since its inception....
    Aug 17, 2014. 10:36 AM | 9 Likes Like |Link to Comment
  • IBM Delivers Disappointing Quarter, But Interesting Future Moves [View article]
    A good company not a good stock. Many better buying opportunities but IBM is making good moves given the difficulties in their overall primary market.
    Aug 14, 2014. 07:02 AM | Likes Like |Link to Comment
  • Amazon halts some Disney movie preorders [View news story]
    Regarding Amazon itself, keep an eye out for Paulo Santos on the subject. The expert, in my opinion.
    Aug 11, 2014. 07:49 AM | 2 Likes Like |Link to Comment
  • Amazon halts some Disney movie preorders [View news story]
    Is this a rendition of Bill Cosby's line, "Eat one and the rest fall in line?" Or the old French Legion disciplinary thought, "Shoot one and the rest fall in line?" The problem of course is that this makes two now, Hachette and Disney. And Disney is a far more powerful brand though Hachette has a collection of good products. Who benefits? Barnes & Noble and Google partnership; Walmart.com; Staples.com; Costco.Com. Among others. Who loses? Other publishers who need Amazon, at least for as long as Amazon can sustain their approach. From a pure investment point of view I would think Barnes and Noble is the biggest winner, followed by Walmart who is coming on strong in dot com (as they have done historically in everything they have decided to focus upon such as back in the day the toy and juvenile products area and more recently in Canada and Mexico). Bertelsmann is private and a neutral. But the other New York publishers are vulnerable. This increases Amazon's enemy list, never a good thing, so makes Amazon itself more vulnerable.
    Aug 11, 2014. 07:42 AM | 4 Likes Like |Link to Comment
  • E-Commerce Unicorns Lining Up At IPO Starting Gate. How To Identify One Early [View article]
    Excellent article with valuable insights and reference points. My company has been doing limited eCommerce on our own site, http://bit.ly/1n9vG2c, for our own audiobooks and eBooks, and sells far more through traditional eCommerce sites such as audible.com, iTunes, staples.com, amazon.com, and costco.ca. From our vantage point, the traditional retailers such as these and others (e.g. Walmart.com, Bestbuy.com) are catching up with Amazon's spectacular simplicity (45 second ordering start to finish eBooks, socks, to subscription services such as flax and iced tea mix) AND search capability. Hard to see how startups can catch these companies on pure eCommerce. This is especially true since the CEOs of these leading retailers, especially the #2 Internet Retailer Staples and #3 Walmart, have made eCommerce a top, if not their top, priority. Our company, in our small way, is doing whatever we can to support these retailers as well as startups versus driving our own direct sales on the net. We just see it to be a more mature space than most commentators think and this author has that right--in a big way. Reread his article. I have and have learned something on each rereading.
    Jul 21, 2014. 08:33 AM | Likes Like |Link to Comment
COMMENTS STATS
147 Comments
38 Likes