WMT Forum Topics
- All Comments on WMT
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- Investing in Dividend Paying Companies [view article]
- Financial Focus - Fast Money Recap (7/22/08) [view article]
- Wal-Mart Looks Slightly Overvalued [view article]
- Is Wal-Mart Actually 'More Evil' Than Google? [view article]
- The Top Dividend Paying ETFs and Stocks [view article]
- Selling the Short Sellers Short: Another Sign of Trouble [view article]
- Wal-Mart's Latest Beat-and-Raise: Yawn [view article]
- 10 Reasons In-Store Clinics Will Succeed [view article]
- Confident in Wal-Mart - Contrary to Market Pessimism [view article]
- Options Trader: Thursday Outlook [view article]
- Dow 30 Price Targets - Too Much Optimism? [view article]
Recent WMT Articles
- Dow 30 Performance Since 7/15
- Dollar Back? - Fast Money Recap (7/23/08)
- Financial Focus - Fast Money Recap (7/22/08)
- Selling the Short Sellers Short: Another Sign of Trouble
- Wal-Mart Looks Slightly Overvalued
- Investing in Dividend Paying Companies
- Wal-Mart's Latest Beat-and-Raise: Yawn
- ETF Update: Utilities, Retail, Biotech and Agriculture
- Confident in Wal-Mart - Contrary to Market Pessimism
- Take a Load Off Fannie - Fast Money Recap (7/10/08)
- Full List of Articles »
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Deere Is No Bambi - Cramer's Lightning Round (6/20/08) [view article]
Once you understand where Jim Cramer is coming from--himself, for himself, and his own stocks, in his "charitable trust," as he calls it--every once in a while he slips and lets out some moderately interesting news. However, the pain, the pain of having to listen to him is too much for a goodly number of people probably. ReplyDeere Is No Bambi - Cramer's Lightning Round (6/20/08) [view article]
plese give me you opinion on SEADRILL SDRLF , which is the latest Company started by the man behind Frontylinemickey Mouse Reply
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Hershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
Out of curiosity, I took a look at ACAS.The stock is NOT bearish, but mildly bullish.
The near-term upside is about 3%, or 2,8% to be more exact.
See: ForecastS.Com
Personally, I think it is unlikely to be profitable selling or selling short ACAS at its current price levels.
But obviously, Cramer doesn't know that.
Reply
Expert
Hershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
The best thing you people can do to start getting value from ths site is to email Seeking Alpha and tell them you are banning the site until they stop covering this market pumper Cramer. No credible experts will ever post here or stay long once they realize SA has become a cheeseball site. Take a look at their "partners"SA Partners
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Get-rich quick ads, similar to the messege being delivered by Cramer and CNBC. If the SEC wasn't being paid off by Wall Street, Cramer would be in prison and CNBC would be shut down.
Only YOU can force the media to start telling the truth, stop lying to investors, amd stop creating a casino mentality. CALL or WRITE IN and DEMAND CHANGE. AND Tell SA that you refuse to read any site that supports a stock pumping clueless idiot like Cramer who is wrong much more than he is right. Reply
Wal-Mart Keeps Growing Globally [view article]
Wal-Mart has begun operations in India, looking seriously at Russia and Chile. Never count out Australia, Indonesia, perhaps South Africa. Everyone needs to save money and live better. ReplyWill Wal-Mart's Drug Price Cuts Affect Other Pharmacies? [view article]
Poor folks have poor ways. Buy from who's cheaper if you have to choose between medcine and food like me. For you folks who have money go to the other stores and keep them open for us. From what I see those with the money are so tight they go to Wally World anyway. ReplyWal-Mart Keeps Growing Globally [view article]
Mr. Perry, as usual, is clear and succinct, willing to comment on the obvious that is easy to overlook. Wal-Mart is taking a page from McDonald's book and becoming a worldwide force. At some point in Bentonville, they will figure out to "leave" America alone, avoid the hostility, and expand where people want them--China, South America, and so on and so on. And they may get really smart on do a Halliburton--move out of the country. Bejing would be smart, the center of all of it for them--new customers/suppliers (such as ours).We are "too cheap" for the US Wal-Mart stores; China stores welcome us as being "too cheap" for the US. So they have balance too--know what price points work, where. An awesome achievement! Reply
Costco, Wal-Mart Lead a Consumer Revolution [view article]
I see patterns similar to the article's premise as well. But one thing that's ignored (unless I missed it) is that food and fuel sales may be driving as much as 60% of the revenue growth at Costco, while merchandise sales slip. Instead of a trend toward discount shopping, it may just be consumer reaction to inflation in food and energy. COST has good prices on food (if you have a place to store it) and good prices on fuel (usually among the lowest in town). So if you have a Costco card, just pull up to the pump and save a few bucks on gas, then go inside and buy that half a steer you've always needed 'just in case.'Wal-mart has a similar phenomenon attached to it. The company is the largest grocer in the U.S. If people feel that they can save money on food there, then they'll shop there at the expense of the Whole Foods, Safeways and Save-Marts of the world. (I shop at a grocer cheaper than WMT, but I have to bag my own food.)
In my opinion, it's merely consumer response to inflationary pressures on basic commodities. It has very little to do with a fundamental shift in buying patterns. I believe that WMT will have a hard time retaining the customers who shop there now out of necessity. When the recession ends and incomes rise again, those people will return to their former habits. Reply
Hershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
But it does have a nice dividend abd might be fun for options play - pretty cheqp but thinly traded. ReplyHershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
I guess I don't know how to read a chart when it comes to ACAS - sure don't look like no winner to me ! ReplyHershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
madmilker - Excellent - I can assume the nuts and the Hershey bar did not refer to almonds !I know I'm getting old and senile but do I not remember all the flag waving and bragging about "Made in America" advertising by Sam Walton a few years back ? Then all of a sudden (it seems) damn near everything in WMT is from China ?
WTF. Reply
Hershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
If Cramer thinks ACAS is a bad stock, he has not one brain cell in his head!! Look at the facts of the stock...extremely well managed and has a HUGE dividend, plus other positives mentioned above. He would be crazy not to own this stock!! ReplyHershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
Let me be the first to say...Tennessee Gov. Phil Bredesen is a very smart person. Why would anyone want to give the "blueprints" of the 50 State Capitol Buildings to a 5 & 10 cent store from the Ozarks! Oh! lets not forget that the Walton estate owns millions of shares in company's like First Solar. People in America need to realize jus what got America in this shape..."cheap&qu... yes so-call cheap items from a foreign land and now the largest company in America wants to make everything "green" but at the same time they put 95% made in China in their stores in China and support Chinese export...don't take my word...its on their China web page...quote*Wal-Mart firmly believes in local procurement. We recognize that by purchasing quality products, we can generate more job opportunities, support local manufacturing and boost economic development. Over 95% of the merchandise in our stores in China is sourced locally. We have established partnerships with nearly 20,000 suppliers in China. *end quote!
Now! if there be 182 country's making items for the world to buy and they have only 5% of the pie in China...duh! This company makes the nice people of China support their currency(yuan) by keeping it in their country working for the people there.... but with the "yuan" going up in value and the US dollar going down...all the foreign items that the American consumer buys thinking it is cheap has went up in price. People...its all about the currency and to keep a currency strong you got to keep it floating around the country you live in so it can work for you. For the past 12 years all them US dollars are being shipped overseas to a foreign bank and with the American worker not making anything for the foreigner to buy the "we the people" have to turn to the "second" largest employer in America(Uncle Sam) to sell "we the people" debt in order to get all them dollars back! 50 years ago a foreigner would had given their left nut for a US dollar or a Hershey's chocolate bar and today the same foreigner has got Uncle Sam and the American consumer by both all the while Hershey is moving the chocolate factory to Mexico.
Wakeup! America and think "MADE IN AMERICA" and put the word Washington back in D. C.....Washington had been reelected unanimously in 1792. His decision not to seek a third term established a tradition that is now embedded in the 22d Amendment of the Constitution. Read his Farewell Address of Sept. 17, 1796 and think American made for a change.
Reply
Hershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
I don't like Cramer either. His show is just entertainment ( if you like his kind of entertainment ). I don't watch his show.I disagree about cramers's view of ACAS. First, ACAS has a debt to total equity ratio less than 1. The dividend is now $1.04 per share per quarter and secure through 2009. Tangible book value is $28.16. The company is well managed.
I would rather own ACAS than some of the homebuilders, I-Banks and the banking industry in general. I have made money in ACAS over the past three years.
Long ACAS Reply
Hershey's House of Pain - Cramer's Lightning Round (6/19/08) [view article]
of course cramer doesn't like acas. his hedgefund buddies (e.g. einhorn) are short the stock and will love hat jimmyboy talks it lower.you can almost bet that a large chunks of jimbo's buy and sell recommendations are helping his friends out there either to dump or to buy on the cheap
CRAMER ADDS ZERO ALPHA TO ANYONE's PORTFOLIO WITH HIS CRAP.
But he has friends at SA, obviously - for otherwise I don't see why he is regularly featured here. It#s certainly the lowest-value section of SA.
That said, I am outta here. any more second spent on Cramer is a second wasted Reply