WMT Archives - Page 3 of 7 - Market Mad House

daniel May 22, 2015March 22, 2016 Amazon, American Express, AMZN, Charley Munger, COST, Costco, Disruptive Technology, Eddie Lampert, Lampert, Retail Apocalypse, Sears, Sears Canada, Sears Closing, Sears Closings, SHLD, SRSC, Target, TGT, Warren Buffett, WMT

Is Sears Canada Worse Than Sears USA?

When is a $59.1 million loss and a 4.3% percent decline in same-store sales good news for a retailer? When the company is Sears Canada (NASDAQ: SRSC), that’s when.

Long Ideas

daniel May 20, 2015January 28, 2016 AAPL, ABX, Amazon, American Express, Apple Pay, Apple Stock, BAC, Benjamin Graham, Costco, GOOG, Google, Income Inequality, LC, lending club, Mr. Money Mustache, P2P, Peer to Peer Bubble, Peer to Peer Lending, Prosper, Warren Buffett, WMT

Is Lending Club Really Bubble Proof?

To be fair, there are some signs Lending Club is starting to make money. According to its financials, Lending Club had $64.6 million in cash and short-term investments when it went public. Yet on March 31, 2015, Lending Club had $874.13 million in cash and short-term investments. That shows us that it is capable of generating a lot of cash in a very short period of time, but can it keep that up?

Crazy Stocks Stocks

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

Target Switches Gears in the Grocery Aisle

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

daniel May 17, 2015February 17, 2016 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

National Healthcare Could Boost the Economy

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.

Market Insanity

daniel May 16, 2015 AMZN, Apple Pay, BAC, Bank of America, bubble, Bubble Economy, Consumer Loans, Disruptive Technology, LC, lending club, Mr. Money Mustache, PayPal, Peer to Peer Lending, Peer to Peer Lending Bubble, Subprime Loans, Value Investing, Venmo, Visa, Warren Buffett, WMT

Is Peer to Peer Lending a Bubble?

One reason why Lending Club’s business is so good could be that large numbers of Americans simply lack the money or the good credit records necessary to borrow from traditional banks.

Good Stocks

daniel May 15, 2015May 16, 2015 AAPL, Ali Express, Alibaba, Amazon, AMZN, Apple Pay, Apple Stock, BABA, Charley Munger, COST, Costco, EBAY, eBay Inc., Mr. Money Mustache, PayPal, walgreen, Warren Buffett, WMT

Walmart Aims to Give Itself Float with Shipping Service

If Walmart rolls out this subscription service in a smart way, it could position itself as the anti-Amazon.

Grocery Wars The Death Spiral

daniel May 12, 2015April 25, 2016 Albertsons, Charley Munger, COST, Costco, Dollar Tree, Family Dollar, FDO, KR, Kroger, Safeway, Wal-Mart, walgreen, WMT

Kroger Is Winning the Grocery Wars

Safeway and Albertsons currently have around 2,230 stores—almost as many as Kroger—but they had combined revenues of $60 billion in 2014, The San Francisco Chronicle reported. In contrast, Kroger, which operates 2,619 supermarkets, reported a TTM revenue of $108.47 billion on January 31, 2015. Kroger’s TTM revenue grew by 8.55% in 2015.

The Death Spiral

daniel May 6, 2015March 26, 2016 Benjamin Graham, Charley Munger, Costco, Eddie Lampert, Kmart, Lampert, LE, Mr. Money Mustache, Retail Apocalypse, Sears, Sears Closing, SHOS, Wal-Mart, Warren Buffett, WMT

The Strange World of Eddie Lampert

The transformation, like the Lands’ End (NASDAQ: LE) and Sears Hometown & Outlet (NASDAQ: SHOS) spinoffs, is actually the looting of Sears. Like a dictator who has destroyed his nation’s economy, Lampert is now selling its resources off to the highest bidder. Then he pockets the proceeds and flies away in his private jet.

Market Commentary

daniel May 2, 2015April 20, 2016 Charley Munger, COST, Costco, economy, gas prices, Income Inequality, KR, Kroger, Mr. Money Mustache, Value Investing, Wal-Mart, Warren Buffett, WMT

Rising Gasoline Prices Could Hit Retailers

The real problem is that gasoline prices in some parts of the country are higher than others. In some regions, gas prices are so high as to be a drag on the economy and a possible threat to retail sales.

Long Ideas

daniel April 29, 2015March 13, 2016 Ali Express, Amazon, AMZN, BABA, Charley Munger, COST, Costco, Disruptive Technology, EBAY, eBay Inc., Jack Ma, Jeff Bezos, PayPal, Wal-Mart, Warren Buffett, WMT

Alibaba Proves It Has Some Value

That gave Alibaba a quarterly year to year revenue growth rate of 38.39%, over twice that of Amazon.com, which reported a revenue growth rate of 15.08% on March 31, 2015. Alibaba’s growth rate also far exceeded that of eBay Inc. (NASDAQ: EBAY), which reported a rate of 4.36% on March 31, 2015, Best Buy NYSE: BBY), which reported a revenue growth rate of 2.82% on January 31, 2015, and Staples (NASDAQ: SPLS), which reported a negative revenue growth rate of -3.69% on Jan. 31, 2015.