In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche
Investors should not hold their breath waiting for Amazon to take cryptocurrency anytime soon. The legal complications from such a move would simply be too great, especially in its home base of the United States.
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Medicare for All would be a boon for Walgreens by financing millions of new pharmacy customers and creating hundreds of thousands of new customers for its in-store clinics. That alone makes WBA a really good value investment to add to portfolios for the future but is it a value investment for the present.
Therefore a good wa
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2017 has become the worst year for store closings in the United States possibly since the Great Depression. There is a strong possibility that the actual number of store closings might exceed 10,000. Such a number is possible because analysts like Credit Suisse may not be counting franchisees and mom and pop stores that will also be going under.
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This might make Office Depot more of an electronics services firm and put it in a good position to form some sort of partnership with Amazon (NASDAQ: AMZN). An obvious future for Office Depot would be a service center for Amazon electronics and a brick and mortar location for Amazon returns and pickups. A logical move for Amazon would be to buy Office Depot.
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By shrewdly taking advantage of the opportunities created by the retail apocalypse, TJX has grown into America’s dominant department store brand. It is liable to remain in that position for a long time to come because of the sheer ineptitude of the competition.
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Amazon has some value-investment characteristics including a lot of cash and the ability to generate vast amounts of cash on a regular basis. The problem is that unlike companies such as Microsoft, Oracle, Alphabet, and Apple, it cannot keep that cash around.
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It looks as if the Amazon-owned Whole Foods is going to become more like a traditional supermarket. The big question we have to ask is will that be winning strategy for either brand?
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It looks as if Walmart is actually beating Amazon in the delivery wars.
The discount giant has expanded its same-day service which was only available in Tampa and Phoenix to those cities, CNBC reported. Walmart customers in Denver are able to get orders delivered by Lyft, the article did not say if that service will be expanded.
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A possible glimpse of Walmart’s future is provided by America’s second largest grocer Kroger. The situation at Kroger should certainly give WMT investors pause.
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Etsy has proved it is incapable of making money and demonstrated that online companies can fall into a familiar retail trap.
The trap is the old one of ever-increasing sales that generate no real money. Dozens of retailers; ranging from Whole Foods to Rite Aid to Overstock.com, have fallen into over the years. The only way a company can profit from this trap is to sell itself to a larger retailer or private equity organization in search of market share or other resources.
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