Market Mad House

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

Rite Aid (NYSE: RAD)

Grocery Wars

Will Rite Aid Survive without Walgreens?

Between February 2016 and February 2017, Rite Aid’s revenues increased by $2.11 billion. The revenues rose from $30.74 billion in 2016 to $32.85 billion in 2017. There’s a lot of cash flowing through Rite Aid that might make somebody a lot of money if he can figure out how to capture it.

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The Death Spiral

Companies that Might Disappear in 2017

With the great retail die off heating off, many investors are wondering what companies will disappear next. Here is a list of companies in several industries that might vanish over the next year or so.

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Market Commentary

Why are Walgreen and Rite Aid’s Revenues Dropping?

Rite Aid reported revenues of $32.64 billion in August 2016 that fell slightly to $32.57 billion in November 2016, Ycharts data indicated. During the same period in 2015, Rite Aid’s revenues grew by $1.46 billion; rising from $27.85 billion in August 2015 to $29.31 billion in November 2015.

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Market Wisdom

Stocks poised for Growth in 2017

The great thing is that there are many companies poised for growth in 2017. Investors that do their research and trust their guts should make money in the market in 2017, so Happy New Year!!

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Grocery Wars

The Retail Jobs Apocalypse is here

Hundreds of thousands of retail jobs are vanishing before our eyes.

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Opportunities

Is Right Aid Really a good Investment for Walgreen?

Rite Aid’s appeal to Walgreen Boots Alliance can be summed up in just word: revenue. Walgreen gets an extra $32.64 billion in potential revenue; for an investment of just $9.14 billion, which sounds like a pretty good deal to me.

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Opportunities

CVS Health is a Revenue Generating Machine

Naturally some people will be wondering if CVS is the best retail stock out there today because it seems to be both deflation and Amazon-proof. The answer is maybe because I think this company is a little overpriced, it was trading at $88.99 a share on September 30, 2016.

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Grocery Wars

Deflation Explains Why Kroger might be interested in Rite Aid

The danger here is that Kroger’s operating margins are very thin. The company reported a free cash flow of just $24 million; on revenues of $112.41 billion on July 31, 2016. That made for a profit margin of just 1.44%. To make matters worse Kroger has very little float it; had just $319 million in the bank on July 31, 2016, even though it reported generating $5.11 billion in cash from operations.

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Opportunities

Walgreens Pulling back from Ecommerce

Walgreens was not able to compete directly with Amazon online. The online-retail Goliath threatens Walgreens; which is heavily reliant on sales of beauty products, nonprescription drugs and toiletries.

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