KR Archives - Page 3 of 4 - Market Mad House

daniel April 5, 2015February 18, 2016 Amazon, AMZN, Charley Munger, COST, Costco, Disruptive Technology, Dollar General, Dollar Tree, Family Dollar, FDO, GOOG, KR, Kroger, Mr. Money Mustache, Venmo, Wal-Mart, walgreen, WMT

Walmart Feels the Heat

Walmart is no longer on the cutting edge of retail; it cannot even compete with bottom-feeding dollar stores. The Behemoth from Bentonville still makes a lot of money; it just cannot attract any new customers. What is going on here?

Good Stocks

daniel March 25, 2015March 23, 2016 AAPL, AMZN, Apple Pay, Apple Stock, Bank of America, Charley Munger, COST, FDO, GOOG, GOOGL, Google, KR, Kroger, walgreen, WMT

Will Kroger Launch a Bank?

Operating a bank would also allow Kroger to interphase directly with apps like Apple Pay, Google Wallet and Venmo and avoid the fees charged by the financial services industry. That alone might be enough to entice Kroger into banking.

Good Stocks

daniel March 24, 2015January 22, 2016 AAPL, Amazon, American Express, AMZN, Apple Pay, Apple Stock, Bank of America, Berkshire Hathaway, COST, Costco, Digital Wallets, Disruptive Technology, KR, Kroger, Mr. Market, Mr. Money Mustache, Venmo

Who Is Using Apple Pay?

It looks as if the purveyors of digital wallets are going to have to do a lot of old fashioned marketing if they want to get the public to accept their products. That might give Current C an advantage in the digital wallet wars because some of the companies behind it, such as Kroger, are very good at marketing.

Uncategorized

daniel March 19, 2015March 19, 2015 COST, Costco, GOOGL, Google, KR, Kroger, Safeway, SFM, Sprouts Farmers Market, value, Value Investment, Walmart, WFM, Whole Foods, WMT

Five Trends That Are Changing the Grocery Industry

The writing is on the wall: today’s value shoppers want healthy, quality foods that are convenient but sold at the lowest price possible. Those trends seem to benefit Kroger, Whole Foods, Trader Joe’s, and Costco Wholesale. A potential loser here is Walmart (NYSE: WMT), which has a reputation for low quality and lousy customer service.

Good Stocks

daniel February 25, 2015March 13, 2016 Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, Dollar General, Dollar Tree, Family Dollar, GOOG, KR, Kroger, Target, TGT, Value Investing

Kroger Is Now a Bulk Discounter

Most investors seem to have missed a massive disruption in the world of American retail. Kroger (NYSE: KR), the venerable grocer, has successfully transformed itself into a highly effective and aggressive bulk discounter with capabilities rivaling those of Costco Wholesale (NASDAQ: COST).

Long Ideas Thrift

daniel February 17, 2015February 21, 2016 Benjamin Graham, BIG, Charlie Munger, COST, DDAIY, DG, HOG, Income Inequality, KR, Mr. Money Mustache, TTM, Value Investing, VLKPF, Warren Buffett, WMT

Companies to Invest in to Take Advantage of Income Inequality

The bottom line is that investors that do not understand the reality of the times that they live in are doomed to lose money. Understanding the big picture is vital if you want to make money in today’s America.

Long Ideas

daniel February 14, 2015April 21, 2016 Amazon, AMZN, Apple Pay, COST, Costco, CVS Health, GOOG, Google, KR, Kroger, Mr. Money Mustache, WAG, Wal-Mart, Warren Buffett, WMT

Amazon’s Revenue Is Fast approaching $100 Billion

That makes Amazon one of the five largest retailers in America, larger than Target (NYSE: TGT), which reported a TTM revenue of $73.7 billion on Oct. 31, 2014; Walgreens Boots Alliance (NASDAQ: WBA), which reported a TTM revenue of $77.62 billion on Nov. 30, 2014; and Home Depot (NYSE: HD), which reported a TTM revenue of $81.71 billion on Oct. 31, 2014.

Market Insanity

daniel February 6, 2015March 6, 2016 AAPL, AMZN, COST, KR, ODP, Office Depot, Office Depot closes, Retail Apocalypse, SHLD, SPLS, Staples, WMT

Staples’ Purchase of Office Depot Makes No Sense

My prediction: if the merger goes through, there will be bigger losses at Staples as it tries to divest itself of all those stores. The revenue and the stock value of the new Staples will plummet because of those losses. Those losses will come as Staples faces more competition online.

My Thoughts

daniel January 12, 2015January 12, 2015 AAPL, ABX, Amazon, American Express, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, COST, Costco, Day Trading, GOOG, Google, KR, Kroger, momentum, momentum stocks, Mr. Market, Mr. Money Mustache, TSLA, Wal-Mart, Warren Buffett, WMT

Momentum for Stocks

Many of today’s market rock stars, including Google (NASDAQ: GOOGLE), Amazon (NYSE: AMZN), (Netflix: NASDAQ: NFLX), Apple Inc. (NASDAQ: AAPL) and Costco Wholesale (NASDAQ: COST), are momentum stocks. The theory driving these stocks is that the new markets these companies create are capable of generating unlimited growth.

Good Stocks Thrift

daniel January 12, 2015 Cheap Groceries, COST, Costco, Dollar Tree, KR, Kroger, Mr. Market, Mr. Money Mustache, New Source of Electricity, Safeway, Save Money, SFM, Sprouts, Sprouts Farmers Market, Thrift, Value Investing, Venmo, Wal-Mart, Walmart, Whole Foods Market, WMT

Why Sprouts Needs to Grow and Grow Fast

The only way Sprouts would be able to compete with Kroger, Costco and Wal-Mart in deep discounting is to match their wholesale buying power and distribution networks.