Steven Bauer's  Instablog

Steven Bauer
Send Message
My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula... More
My blog:
Investing Wisely
  • Wal-Mart Stores, Inc. (WMT) -- Semi-Monthly Update 2 comments
    Dec 21, 2013 10:42 AM | about stocks: WMT, SVU, SWY, TGT, KR, WFM, CBD, TJX, DG, COST, ROST, FDO, DLTR, SHLD, BIG

    Wal-Mart Stores, Inc. (NYSE:WMT) -- Semi-Monthly Update

    Wal-Mart made new highs in early December and has pulled back since. I Forecast a mini-rally in the near-term and believe that will be quite tale-tail as to its future direction. This is why I have HELD and why Patience is worth the effort.

    My previous articles on WMT (just click) will provide you with the exact history of my Forecasting accuracy and much more.

    Performance (my 5-Year Table) for Income Allocation Model Portfolios is available by clicking: Income Performance. I believe it accurately shares the rather positive results by first Forecasting and then making Investment Decisions. I hope you will agree.

    My weekly study of all my High Profile Consumer Services / Food / Discount Stores is complete with smiles. This is a study that is of particular interest to me because I have spent so much time and experience in the study of Companies like (WMT). Visiting with my Retail Company friends is fun.

    My objective is to identify changing trends for my Forecasting Analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group.

    A Special Note for Seniors & Retired Investors - Dividend Yield for (WMT): 2.43%

    I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission. Let me know when I can offer you support. Perhaps reading my support article will be of interest. Just Click - - >

    You May Also be Interested in this Article on Three Dividend Stocks

    This Semi-Monthly Commentary on - Wal-Mart Stores, Inc. (WMT) - covers all of my Indicators, both Fundamentally for Valuations and Technically for Momentum. There is much to cover to provide my best possible Forecast and Opinion.

    Please connect with "My Focus Article." Just Click:

    Important: Please Click and Read the following URL - - >

    Income Investors

    My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.

    The Difference Between You and the Pros: Clearly you should be profitable and making money by owning Wal-Mart. Via my Emails, I have found that many Investors are struggling with other securities they are holding. I have offered direction to hundreds of Investors and can share with you why you are perhaps holding losing securities and provide a conservative and low risk remedy.

    - - -

    Forecast, Opinion & Results -- from my 50+ Years of Work / Analytics:

    Wal-Mart Stores, Inc. and other Retailing Sector Companies are tracking well. Although (WMT) has been in Up-Trend for since 2009 it is always an excellent contributor to my Analytics. Forecasting provides an insight and often good lead time as to making investment decisions. Right now is one of those times to get serious about whether or not to sell or hold.

    Forecasted Performance - - - Bullish Cycle - - Still Performing Ok:

    The below Table is for your review, questions and perhaps thoughts. If you are seeking, what I call "Pazazz Performance" - - please Email me to open a dialog.

    Typically, "Pazazz Performance" does not come from Companies like (WMT). In good times this conservative giant does the job quite well along with paying a decent dividend.

    Wal-Mart Stores, Inc. (WMT)

    Forecasted Bullish "Alerts"

    Ascending - BUT - Be Very Careful

    At this time (WMT) remains in a Bullish mode and has produced an annualized profit - over the past few years of about +14%. (that's per year - not including dividends).

    It, however is currently giving -- both Fundamental and Technical - - Bearish "Warnings" that if ignored will be costly.

    Forecast Bullish "Alert" -- Initiated:

    April, 2009 @ $45.00

    Performance to Date: +69%


    Click on the Green Arrow to read my Archive of my most recent and past Articles, on Wal-Mart Stores, Inc. - - including my on going Forecasts and Opinions.

    Or :

    Accurate Forecasting "LEADS" to profitable investing. Try it with me!

    Thanks for your interest in my Forecasts - work / analytics . . .

    My Current Forecast is that Wal-Mart is that it is Topping and not as brilliant as it was just six months ago! This has to do with the state of the General Market and that is also not as 'bright as you may think." Please study my 20 year chart offered below - - when the General Market is Bearish so is (WMT) !

    If you own or are considering owning Big Retailing Companies, the securities have definitely become a mixed bag of both good and not so good. Wal-Mart is relatively strong both Fundamentally and Technically, however, I have placed it on my Initial Bearish Forecast - "Warning."

    My Current Opinion is to HOLD in anticipation of taking profits. Taking profits can be effectively accomplished, just as Buying can by doing your Forecasting well. When there is a "Big Blow-to the downside" for the General Market Forecast (in the wind), as a very experienced financial advisor and asset manager, I will always seek a safe harbor and that for me is Cash. I hope you are of such a mind-set too.

    Fundamentally - ( weighting - 40% ): My Analytics (weighting) for my Fundamental Valuation play a vital role in profitable managing money. At this time my Valuations of (WMT) are quite positive but that in and of itself does not mitigate caution.

    Technically - ( weighting - 35%): Even with this fine Company, my Indicators are notably breaking down. It is only currently slightly off its April highs of $80 (seven months of moving sideways - that's not a good sign!) - however, it is now selling for $77. We are presently in a rally and it will tell a compelling story as to the future direction of the price of (WMT).

    Consensus Opinion - ( weighting - - 25% ): My third pillar of Research is one that is ALWAYS distorted to the Positive by most all financial analysts. That's because they are afraid of being Bearish. I Am NOT! My articles on "Reality" are supportive of the below 20 year Chart.

    I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for (WMT) !

    - - -

    A Twenty Year Perspective of Wal-Mart Stores, Inc. (WMT)

    It has NOT always been like you are being told by so many who do not take the time to "Investing Wisely" and doing their homework well. Wal-Mart Stores, Inc. (WMT) has taken some big hits over the years.

    URL for (20-years of -(WMT):


    "Selectivity" is what I preach (along with Patience and Discipline) and is what separates the Average Investor and Mutual Funds from the profits that come with long-hours / hard work and "Selectivity." You might like to read my most-recent article on why I believe Selectivity is so critical for profiting in today's Marketplace. You might want to check out "Be Selective II - Just Click - - >

    Here are a number of the Component Companies / Peers in the Food / Discount Store Industry Group that I focus on rather frequently: WMT, SVU, SWY, TGT, KR, WFM, CBD, TJX, DG, COST, ROST, FDO, DLTR, SHLD, BIG.

    If I can be of help just Email me. Serious Investors Only - Please!

    Should you wish to read my latest article on the following Companies and ETFs - - Just Click on the Symbol. You will be taken (Linked) to my most current article as well at my last 20 articles on that Company or ETF. (It is an excellent way to gain insight into the accuracy of my Forecasts and Opinions). Just so you know, you will have access to over 1,000 articles where I share my Analytics. In addition I have recently published all 500 of the S&P 500 Large-Cap component Companies. And, 200 of each of the S&P 400 Mid-Cap and S&P 600 Small-Cap component Companies. I stay quite busy doing my homework for my Clients.

    I hope you will find my "stuff" very well worth your Time and very Accurate.

    Thanks. . .


    Smile, Have Fun, "Investing Wisely,"

    Dr. Steve

Back To Steven Bauer's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (2)
Track new comments
  • Tactical Technician
    , contributor
    Comments (146) | Send Message
    Sad that Walmart workers earn 31% less than the average for workers at large retail companies (more than 1,000 employees). Many of Walmart's employees receive social assistance.


    In other words, taxpayers are funding a corrupt company that could easily pay their employees more and -- just to add insult to injury -- Walmart imports garbage from China, which contributes nothing to the US economy.


    What an unethical investment.
    21 Dec 2013, 02:45 PM Reply Like
  • Tactical Technician
    , contributor
    Comments (146) | Send Message
    Walmart, the High Cost of Low Price . . .



    21 Dec 2013, 03:54 PM Reply Like
Full index of posts »
Latest Followers


More »

Latest Comments

Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.