In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
As you can see, many of the biggest names in American retail are still missing from the list, including the nation’s largest supermarket operator, Kroger, which owns such chains as Ralphs, Fred Meyer, Smiths, Harris Teeter, and King Sooper’s. All of the dollar store operators; Walmart, the largest retailer in the universe; Amazon.com; most department stores; and all of the hardware and home improvement stores are also missing.
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It looks as if there is no tech bubble; instead, there seems to be individual bubbles surrounding specific stocks. That situation does not look as dangerous as an across the board bubble, but it does indicate a far higher level of market volatility than is being reported.
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History teaches us that even the strongest consumer brands can die off. Just this summer A&P, once America’s largest grocer
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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).
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Volkswagen might also be a very undervalued stock. It had an enterprise value of $188.32 billion and a market cap of $99.39 billion on August 6, 2015, which indicates that its share price of $208.91 was too low.
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There is a sort of value case that can be made for North American airlines right now. It goes like this: Airlines have a sort of monopoly on intercity passenger travel in the United States and Canada, and it is growing.
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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.
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Time might prove that GoDaddy could be that very elusive animal, a true value investment in technology. Value investors should definitely keep an eye on this stock and pay very close attention when its earnings report for June.
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If Holley is correct, Walmart.com’s revenues could exceed those of Alibaba. Walmart could be making more money from its online operations than Alibaba is. It is hard to tell because Walmart does not release detailed information about its online sales.
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This could make Walmart an excellent value play in online retail because its stock was trading at $73.87 (€66.93) a share on July 13, 2015. Walmart has been investing heavily in online retail for some time.
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