Market Mad House

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

Search Results for: Kroger Walgreen

Good Stocks

Alco’s Demise Reveals Kroger’s Incredible Ability to Discount

Walmart 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.

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Long Ideas

How Medicaid Expansion Helps Walgreen and Hurts Dollar Stores

It 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.

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Grocery Wars

How Does Rite Aid Survive?

Rite 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).

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Crazy Stocks

Does Shopify (SHOP) make money?

For 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.

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Thrift

Why is Big Lots (NYSE: BIG) Surging?

I 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.

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Crazy Stocks

Will Coronavirus Kill Lyft (NASDAQ: LFYT)?

Therefore, 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.

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The Death Spiral

Is Office Depot Dying?

Thus, 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.

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Opportunities

Stocks that could Make Money from Coronavirus

Consequently, 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).

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Long Ideas

Is Humana a Value Investment in Health Insurance?

The 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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