Ten Extraordinary Things about Kroger
Those that dismiss Kroger Co. (NYSE: KR) as just a grocer are definitely missing the big picture. Kroger is now
Read MoreIn individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Those that dismiss Kroger Co. (NYSE: KR) as just a grocer are definitely missing the big picture. Kroger is now
Read MoreWalmart and Target certainly have their work cut out for them if they want to maintain their positions in the retail market. Safeway will have even more work to do if it wants to become a credible rival to Kroger.
Read MoreIt looks as if Obamacare could be changing the retail landscape by expanding Medicaid. That expansion seems to be driving customers to stores with pharmacies and leaving traditional dollar stores high and dry. One wonders how long Walgreen can continue to profit from that upheaval and how long before Kroger, CVS Health, and Walmart Stores Inc. start expanding their Medicaid business.
Read MoreRite Aid has had a hard time competing with growing retail giants. Those giants include Walmart (WMT), Kroger (KR), Walgreens Boots-Alliance (NASDAQ: WBA), and CVS Health Group (NYSE: CVS).
Read MoreFor example, Shopify claims the number of new Shopify stores grew by 62% between 13 March and 24 March 2020, PYMNTS.com reports. However, you can attribute Shopify’s growth to such features as an extended 90-day free trial for standard plans, and allowing all Shopify Merchants to accept gift-card payments.
Read MoreI think Big Lots (NYSE: BIG) value is questionable because Mr. Market could base his valuation on the company’s real estate value. Currently, Big Lots operates over 1,400 brick and mortar stores in 47 U.S. states.
Read MoreTherefore, one factor in Lyft’s margin of safety, revenue growth is strong. Conversely, another key safety metric at Lyft, operating cash flow is terrible. Lyft reported a negative quarterly operating cash flow of -$206.93 million on 31 March 2020.
Read MoreThus, I think Office Depot’s footprint of 1,307 stores in North America is its most valuable asset. For instance, Amazon could buy Office Depot and convert those stores into Amazon Go locations.
Read MoreConsequently, I think Berkshire could add a vast amount of future value with a strategic purchase now. Companies Berkshire could buy include grocers; such as Kroger or the privately-held Safeway, Grubhub, Uber, Lyft, Ford (NYSE: F), railroads such as the Union Pacific (NYSE: UNP), CSX (NYSE: CSX), Netflix (NASDAQ: NFLX), Walgreens (NASDAQ: WBA), and the Canadian Pacific (NYSE: CP), and food makers such as General Mills (NYSE: GIS).
Read MoreThe value investment case for health insurers is easy to make. Humana sells a product, most Americans use. Moreover, it is a product that most employers and the government are willing to finance.
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