Why Have Proctor & Gamble’s Revenues Collapsed?

These numbers show us that Proctor & Gamble is a great company with a good business model that generates a lot of float. It has a lot of cash and that cash is increasing. These numbers mean that the revenue losses might not affect the company’s long term operations.

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TJX Profiting from Income Inequality

That indicates we could be moving towards a serious disconnect in American retail; with upper-income Americans shopping at Amazon (NASDAQ: AMZN), while the increasingly cash-strapped working class turns to brick and mortar discounters. This could be a huge opportunity for investors that can identify which retailers are best-positioned to take advantage of this trend.

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Ten Threats to Walmart

Much of Walmart’s success has been based upon its ability to deliver name brands at much lower price than competitors. This is threatened because Americans are no longer buying name brands. Three of the fastest growing retailers; Aldi, Costco and Trader Joe’s, base their business model on a limited selection of low-cost but high-quality private label products.

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Is Wells Fargo Really a Value Investment?

At the end of the day consumer banking and big banks are still a value investment. The monster banks make a lot of money, generate a lot of float, pay decent dividends and they are relatively cheap right now. Unless US Senator Bernie Sanders (D-Vermont); who wants to break up the banks; gets elected president, I would say buy bank stock right now, you won’t go wrong with it.

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Ten Things Walmart Did Wrong

What went wrong at Walmart? How did this seemingly unstoppable retail machine suddenly sputter to a halt after years of relentless growth? The once feared company is actually closing more stores than it plans to open in the United States for the first time in recent memory. In January, Walmart announced plans to close 154 stores in the U.S. and open 135 in 2016; it also announced plans to close 145 additional stores in other countries.

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Would Kroger Buy Supervalu?

One has to wonder, would Kroger buy it or simply buy some of the assets of all or some of the supermarket brands it owns? A Kroger play for Supervalu is a strong possibility simply because the company is extremely cheap right now. Expect to see something happen at Supervalu this year, possibly a Kroger acquisition.

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Is Costco Wholesale Really Worth the Share Price?

The factors driving Costco’s success in Canada also push it forward at home in the United States as well. The median U.S. household income has stagnated in recent years. According to U.S. Census Bureau data, it was $53,657 in 2014, just a few hundred dollars higher than $53,105 in 2013 and $52,970 in 2012. That gives most Americans, like most Canadians, a strong incentive to shop at deep discounters such as Costco.

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Companies to Invest in to Take Advantage of Income Inequality

The bottom line is that investors that do not understand the reality of the times that they live in are doomed to lose money. Understanding the big picture is vital if you want to make money in today’s America.

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Why Sprouts Needs to Grow and Grow Fast

The only way Sprouts would be able to compete with Kroger, Costco and Wal-Mart in deep discounting is to match their wholesale buying power and distribution networks.

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