Market Mad House

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

Search Results for: walgreen

Good StocksStocks

Walgreen: a Revenue and Retail Giant

Walgreen Boots Alliance (NASDAQ: WBA) has made a very brilliant move that could make it the third-largest retailer in terms of revenue. That move is the acquisition of Rite Aid (NYSE: RAD) for $17.2 billion.

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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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Historical Insanity

Are Flash Mob Robberies the beginning of the Revolution?

I think these flash mob attacks are far more than mere robberies. I consider these loot fests a form of civil unrest directed against income inequality and capitalism. In other words, the flash mob robberies are class warfare.

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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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The Junk Pile

Will the Retail Apocalypse Kill Ladder Capital?

The retail apocalypse could destroy Ladder Capital (LADR) because of its of its focus on commercial real estate.

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The Death Spiral

Is Dollar General’s Price Over-inflated?

Unfortunately, the reason Dollar General lacks competition in those places is that other retailers think they cannot make money in those places. In fact, Dollar General opens in places where Walmart (WMT) fears to go. Moreover, I have to wonder how many of the inflated Dollar General mortgagees are on stores in slums, or depressed small towns.

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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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Market Insanity

Is Visa (NYSE: V) the perfect stock for the Coronavirus Age?

If these claims are true, Visa is the world’s electronic payment processor. Hence, Visa (NYSE: V) owns the infrastructure the world needs now.

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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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