All this points to a potential value investment because GrubHub is capable of covering its operating expenses with the cash it takes in. That points to a solution; which would be a fantastic value investment if it can be implemented a large scale.Read more
Currently, I’m leery of both UPS and FedEx because of the danger they are in, in a changing retail market. Threats to these companies abound from both new businesses and new technologies.Read more
There are strong indicates that Sears has run out of money. The company is unable to make payments on a $400 million loan that was due on June 30, 2018.
The next likely scenario is that Sears will sell off Kenmore, possibly to Amazon (NASDAQ: AMZN), Home Depot (NYSE: HD), Best Buy (NYSE: BBY), or Lowe’s (NYSE: LOW). Any of those companies would be smart to have Kenmore as an exclusive appliance brand. Sears is finished but Kenmore might survive.Read more
“We could hold Google and Facebook and all those big multinationals accountable; we could make sure that people; like those who are currently ‘voluntarily’ contributing their data to pump up companies’ profits are given something that is adequate to support their livelihoods in exchange,” Fuller said.
Fuller’s idea makes a lot of sense because most of those companies’ values come from the data they collect and disseminate. Figuring out how to charge a tax on that data will be difficult because much of its value is theoretical.Read more
The most obvious buyer for Sprouts would be Kroger, which has been aggressively trying to attract more organic and high-end grocery business.Read more
Mr. Market certainly noticed that growth, Walmart’s stock price shot up from $90.26 on November 8 to $96.40 on November 22, 2017. If Walmart has a good Black Friday that price will exceed $100 a share by December 1.
Now for the astounding news, Walmart’s revenues will clear a half a trillion dollars sometime next year if the current growth rate continues. Walmart reported $495.10 billion in revenues for October 31, 2017, up from $490.01 billion in July 2017.
If that performance is repeated in the next quarter; Walmart will report around $500 billion or half a trillion dollars in revenue early in 2018. History seems to support this conclusion; Walmart’s revenue has been growing for the past seven quarters. It has posted growth for every quarter since January 2016.Read more
The real reason why CVS Health wants Aetna is to expand its vertically-integrated business model. Vertical integration means that one company controls as much of the production, financing, marketing, and distribution of a product or service as possible.
CVS Health is already partially vertically-integrated because it operates both drugstores and prescription-management plans. CVS operates clinics in some of its stores for the exact same reason. Buying a health insurance company would give CVS, even more, control over the process.Read more
The most frightening AI of all is being developed by a Google project called AutoML (machine learning). The goal of AutoML is to create an AI that can design and build other AIs, The Times reported.
Alphabet (NASDAQ: GOOG) is trying to build AI that can reproduce. The thinking behind AutoML is to reduce the need for the highly-paid engineers and computer scientists who to design and build AIs.Read more
Amazon is an extraordinary company that is making itself a big target for politicians and journalists. Yet at the end of the day, the Everything Store is still a very lousy investment.
All of this means that there will be no Amazon dividend in the foreseeable future. The company simply lacks the money to pay a dividend, Amazon needs every cent it can raise to cover operations costs and pay off loans.Read more
Investors should not hold their breath waiting for Amazon to take cryptocurrency anytime soon. The legal complications from such a move would simply be too great, especially in its home base of the United States.Read more