Is Dollar General’s Growth Sustainable?
My advice is to sell Dollar General now, because its business model is not sustainable. This dollar store operator is headed up for a crackup and an implosion.
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Market Mad House
In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Dollar General
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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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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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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Passion, Patience, and Persistence the Three Keys to Success
The three characteristics you will need to succeed online are passion, patience, and persistence.
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Dollar General: a Surprising Retail Success Story
If that wasn’t enough, the amount of Dollar General’s revenue growth actually exceeded that of Target. The numbers indicate that Target’s TTM revenue increased by $1.46 billion between April 2014 and April 2015, rising from $71.23 billion in 2014 to $72.69 billion in 2015.
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Progressive’s Wireless Device Could Be a Safety Threat
The whole telematics issue raises the interesting question of whether auto insurers are still a good investment. Value investors like Warren Buffett have long thought of auto insurers that way because of all the float their premiums generate, but is that still true in the face of all the competition in today’s insurance industry?
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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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Lilly Pulitzer Mess Shows What’s Wrong at Target
It is no coincidence that Amazon reported a TTM revenue growth rate of 15.08% on March 31, while Target and Walmart’s sales were staying flat. America’s middle class has changed its shopping habits dramatically in the past decade.
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My Impressions of Walmart Neighborhood Market
Walmart has figured out how to make a successful small box format. Companies like Dollar Tree Stores (NASDAQ: DLTR) and Dollar General (NYSE: DG) as well as regional grocers had better take notice. Walmart has proven itself capable of producing a better small box store.
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