Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Amazon

Grocery Wars

Is Dollar Tree Doomed?

Other interesting partnerships for Dollar Tree could be Amazon, Kroger (NYSE: KR), and Walgreen’s (NASDAQ: WBA). Kohl’s is accepting Amazon returns, and Amazon is expanding its brick and mortar footprint with Amazon Go and other concepts. Meanwhile, Kroger and Walgreen’s are experimenting with joint-stores in Kentucky.

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Thrift

Items You Should Buy From Amazon

Buy direct from merchants through Amazon. Many merchants sell directly through Amazon rather than the fulfillment centers. The big advantage to buying direct is that many of these sellers offer free shipping on all items. Office supplies in particular are far cheaper purchased this way.

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Crazy StocksStocks

Target and Best Buy Could Get Desperate with Free Shipping Deals

The 2016 holidays and the free shipping offers may prove whether Target and Best Buy are going to be major players in the world of online retail or not. One just hopes that management teams are not betting the company on such offers. If they are, the death spiral could be closer than we think, especially for Target.

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Market Insanity

Is Lending Tree Making Money?

If the U.S. economy does tank because of the situation in China, expect LendingTree to be one of the first stocks to go down and go down hard. This stock is sitting on very shaky ground that will soon collapse.

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Crazy StocksStocks

Is Amazon Really Worth $524 a Share?

The only way that this situation could be avoided would be if Amazon’s revenue were to grow as large as Walmart’s. The problem with that is that Walmart reported a TTM revenue of $485.62 billion on July 31, 2015, or nearly five times that of Amazon’s, making it the world’s largest retailer by far.

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Long Ideas

Does Lending Club Actually Make Money?

Therefore Lending Club looks like a successful company but not a value investment. Its platform is achieving a lot of growth, but it is not making money the way PayPal is. This indicates that its business model could be flawed or at least seriously limited, so you should stay away from it for now

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You Missed It

Persil ProClean on Sale at U.S. Supermarket

It looks as if Persil ProClean is getting rolled out in the U.S., but it is being rolled out in spurts. One has to wonder when this product will hit Kroger (NYSE: KR) and Target (NYSE: TGT).

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Long Ideas

GoDaddy: Where Float Does Not Generate Income

Time might prove that GoDaddy could be that very elusive animal, a true value investment in technology. Value investors should definitely keep an eye on this stock and pay very close attention when its earnings report for June.

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Market InsanityUncategorized

Is Walmart Winning the Online Retail Wars?

If Holley is correct, Walmart.com’s revenues could exceed those of Alibaba. Walmart could be making more money from its online operations than Alibaba is. It is hard to tell because Walmart does not release detailed information about its online sales.

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