Stocks for the Long Haul

This Internet giant could well become the Exxon of the 21st century, a company that is the backbone of the new econmy. Google has a lot of float, and it performs consistently.

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Target & CVS: Is It Canada All Over Again?

Target already lost a lot of customer loyalty with the data breach. If the pharmacy sale gets botched, the results could be worse, particularly if CVS provides a lower level of customer service or major snafus such as CVS not being able to process Target prescriptions result.

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National Healthcare Could Boost the Economy

f something as shoddy, as poorly designed and as inefficient as Obamacare can have such benefits, just imagine what would result from a real national healthcare program like the expansion of Medicare to cover all Americans.

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CVS Health Has a Lot to Prove

My prediction is that CVS’s revenue will continue to grow but none of its competitors will follow its lead and go tobacco free. Instead, CVS will be something of an anomaly, which will buy it a lot of good publicity and support from the healthcare industry.

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A Few Things That You Need to Know about Obamacare

All this being said, Obamacare is a very poorly designed and highly ineffective program that will fail. From what I have seen of it, it is clear that those who designed Obamacare have no real understanding of the realities of American business, economics, healthcare, and insurance.

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Who Else Would Acquire Rite Aid?

Yes it is a bit of a dark horse, but Rite Aid does meet some of Warren Buffett’s value criteria: it is a good company that has been going through a rough patch yet still has the potential to generate a lot of cash. It also has an easy-to-understand business model in a decidedly unglamorous industry—selling shaving cream and prescriptions. Rite Aid also meets another one of Uncle Warren’s classic criteria: it is a company that an idiot could run if necessary.

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Why Alibaba May Not Become a Big Name in the US Online Retail Market

The major reason Jack Ma will stay away from mass retail in the U.S. is that the cost of entering in the market could simply be too high. The revenue from a large-scale U.S. retail operation might not justify the cost of setting up such a venture.

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Amazon’s Revenue Is Fast approaching $100 Billion

That makes Amazon one of the five largest retailers in America, larger than Target (NYSE: TGT), which reported a TTM revenue of $73.7 billion on Oct. 31, 2014; Walgreens Boots Alliance (NASDAQ: WBA), which reported a TTM revenue of $77.62 billion on Nov. 30, 2014; and Home Depot (NYSE: HD), which reported a TTM revenue of $81.71 billion on Oct. 31, 2014.

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Some Predictions for 2015

PayPal will start disrupting the financial services industry as soon as it gets spun off by eBay Inc. (NASDAQ: EBAY). Expect PayPal to unveil its version of Apple Pay in the form of a souped-up Venmo and enter the banking industry, possibly by buying a bank.

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Where Is Apple Pay Actually Accepted?

Finding a store that takes Apple Pay may only be half the battle because a lot of banks don’t support the app yet. To make matters worse, banks appear to be very selective about which of their accounts support Apple Pay and which don’t. Some banks allow it for credit and debit cards, while others do not.

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