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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

Kroger an Underappreciated Value Stock

September 17, 2015February 14, 2016 daniel Benjamin Graham, Berkshire Hathaway, COST, Costco, Disruptive Technology, KR, Kroger, Kroger acquires Instacart?, Kroger acquires Meijer, Kroger Acquires Winn Dixie, Kroger acquisition, Kroger buys Sprouts, Kroger’s Secret Weapon in the Grocery Wars, What Will Kroger Acquire Next?

The numbers show us that the recent stock split has made Kroger one of the most under-appreciated and undervalued stocks around. It is also one of the best bargains in the market today.

Good Stocks

Ten Really Great Underpriced Stocks to Consider Buying Right Now

September 2, 2015April 21, 2016 daniel AAPL, American Express Stock, AMEX, Apple Pay, Apple Stock, AXP, BIG, Big Lots Stock, Capital One Financial Stock, COF, DIS, GOOG, Google, Kansas City Southern, KR, Kroger, KSU, Mr. Market, Mr. Money Mustache, PayPal Holdings, PG, Procter & Gamble Stock, PYPL, Value Investing, Walmart Stores Inc., Walt Disney Stock, Warren Buffett, WMT

If you want to take a gamble on a tech company that could be the next Google, PayPal could be it. PayPal’s revenue was growing at a rate of 14% in the first quarter of 2015. PayPal’s international revenue grew at a rate of 52% in 2014, the volume of mobile payments it processed grew by 58% and its total payment volume grew by 26%.

You Missed It

Persil ProClean on Sale at U.S. Supermarket

August 20, 2015February 21, 2016 daniel Amazon, AMZN, Charley Munger, COST, Costco, Dollar General, Is Persil available anywhere besides Walmart?, KR, Kroger, Mr. Money Mustache, Value Investing, walgreen, Warren Buffett, Where can I buy Persil ProClean, WMT

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).

Good Stocks

Does the Stock Split Make Kroger a Greater Value?

August 3, 2015March 6, 2016 daniel Charley Munger, COST, Costco, Disruptive Technology, Is Kroger a Value Investment, KR, Kroger, Kroger Acquisitions, Kroger Expanding?, Kroger Stock Split, Mr. Money Mustache, Value Investing, Warren Buffett, What will Kroger Acquire, Who will Kroger Acquire?

This makes Kroger a value investment as in values with a capital V; it treats its employees well. The management works for everybody’s benefit rather than to line their own pockets.

The Death Spiral

Kroger Probably Will Not Bid on A&P

July 23, 2015February 21, 2016 daniel A&P is dead, Is A&P Dead, KR, Kroger, Kroger Acquisitions, Kroger vs. Aldi., Mr. Market, Mr. Money Mustache, Trader Joe's, Wal-Mart Stores Inc., Walmart Neighborhood Market, Who will buy A&P?, Who will Kroger Acquire?, Will Kroger buy A&P, Will Safeway buy A&P, WMT

More likely, buyers for the A&P locations include Walmart Stores Inc. (NYSE: WMT), which is expanding the number of smaller locations it operates, and Target (NYSE: TGT), which is considering entering the small-box arena. Also likely to jump in is the fast-growing, privately-held Aldi Inc., which is aggressively expanding its discount grocery business in the United States. Aldi owns another fast-growing grocer: Trader Joe’s.

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Kroger Raises the Bar in Online Grocery

June 30, 2015May 14, 2016 daniel Amazon, Harris Teeter, King Soopers, King Soopers Live Naturally, KR, Kroger, Kroger Delivery, Kroger ecommerce, Kroger Live Naturally, Kroger online, Kroger Raises the Bar in Online Grocery, Mr. Money Mustache, Viatacost, Warren Buffett, WMT

This shows a very sophisticated grasp of ecommerce on Kroger’s part. It also demonstrates how this chain has become America’s biggest grocer and will probably stay that way for the foreseeable future.

Good Stocks

Kroger’s Revenue Growth Now Exceeds Walmart’s

June 16, 2015March 14, 2016 daniel KR, Kroger, Kroger expands, Kroger is growing, Kroger Revenue, Kroger Sales, Kroger Stock, Kroger’s Revenue Growth Now Exceeds Walmart’s, Target, TGT, Value Investing, Viacom (NASDAQ: VIA), Walmart, Walmart is hurting, Walmart is shrinking, Walmart Revenue, Walmart Sales, Walmart Stock, WMT

Get the picture, folks; the amount of Kroger’s revenue growth exceeded Walmart’s by $1.66 billion. That should be of concern to Walmart investors and to its executives because Walmart reported a market cap of $232.43 billion and an enterprise value of $274.63 billion on June 15, 2015. Kroger had a market cap of $35.07 billion and an enterprise value of $45.62 billion on the same day.

Long Ideas

Retailers Still Not Accepting Apple Pay

May 30, 2015February 21, 2016 daniel AAPL, Android Pay, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, Current C, Disruptive Technology, GOOG, GOOGL, Google Wallet, KR, Kroger, PayPal, what retailers accept Apple Pay?, who accepts apple pay?

A look at Apple Pay’s website indicates that most of the retail outlets taking the payment app are specialty stores and smaller regional chains. From the looks of it, Apple is still having a very hard time getting retailers to adopt its payment solution.

Crazy Stocks Stocks

Target Switches Gears in the Grocery Aisle

May 19, 2015March 6, 2016 daniel Amazon, American Express, AMZN, Apple Pay, Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, KR, Kroger, TGT, Value Investing, Wal-Mart, WMT

hat gives Target more control over pricing and promotion and increases its ability to offer special discounts or promotions to loyal customers; for example, lower prices to those who use its popular shopping apps and credit cards. This strategy has worked well for Kroger, which often undercuts Walmart Stores Inc.’s (NYSE: WMT) prices with its house brands. A similar strategy has worked well for Costco Wholesale Inc. (NASDAQ: COST), which heavily pushes its store brands.

Politics

National Healthcare Could Boost the Economy

May 17, 2015February 17, 2016 daniel A Real Alternative to Obamacare, Berkshire Hathaway, Bernie Sanders, Charley Munger, COST, Costco, CVS, CVS Health, KR, Kroger, Mr. Money Mustache, National Healthcare, Obamacare, WAG, walgreen, WBA, WMT

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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