WMT Forum Topics
- All Comments on WMT
- General Discussion on WMT
- Dow 30 Performance Since 7/15 [view article]
- 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]
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 »
loading ...
Friday Outlook: On the Brink of Stagflation? [view article]
And we will never extract ourselves from an increasing vicious level of stagflation within the confines of a free capitalistic society. ReplyWall Street Breakfast: Must-Know News [view article]
"# Microsoft's Office push scrutinized by EU"I think we can all agree that open document formats are better than closed ones. The interesting thing here, though, is that the EU is quite willing to probe MSFT over this one small thing. And, at the same time, many "neutral" pundits seem to believe MSFT can get away with destroying Yahoo without legal consequences. Most curious. Reply
Jim Cramer's Mad Money Lightning Round, 2/6/08: Chimera is for Real [view article]
More Bad News for Financials coming=TSUMAMI JIMRead...
Rescue Plans Won't Prevent Downgrades
By Karen Richardson, Liam Pleven and Carrick Mollenkamp
Word Count: 931 | Companies Featured in This Article: MBIA, Financial Guaranty Insurance, Credit Agricole, UBS, Citigroup, Barclays, Security Capital Assurance
Rescue plans are starting to take shape for struggling bond insurers, but they aren't likely to prevent further ratings downgrades for many of the companies.
At least one such company isn't waiting around. In an effort to raise capital, MBIA Inc. yesterday said it would issue $750 million of common stock, a bigger offering than the $500 million issue it had initially planned.
The company also said it will revise its fourth-quarter loss of $2.3 billion, cutting it by $65 million. MBIA also added $100 million to its loss reserve, bringing the total special addition to $200 million
Reply
Jim Cramer's Mad Money Lightning Round, 2/6/08: Chimera is for Real [view article]
great ,lots of info. ReplyAnalysts Rate Dow Stocks and Where They're Headed [view article]
I agreee with the anyl. However I think that fin. will increase as well. ReplyGlobal Equity Market Caps: U.S. Loses Ground to China [view article]
China is hellbent on photocopying the successes -- and shortcomings -- of the United States. They're rationing gasoline and fixing food prices in a futile 1970's-style inflation war.Also, the two-letter abbreviation for China is "CN"; "CH" is Switzerland. I was a bit confused. Reply
Mutual Funds Snap Up Oversold Credit and Retailing Stocks [view article]
How much for that deck chair on the Titanic? ReplyWal-Mart Beats Other Retailers for a Piece of the Stimulus Pie [view article]
Enter your comment hereWell the sad thing is if all of the other Wal-marts acrross the country have raised the price like they have here where I live then that 10-30% break doen't make any difference. I went to Wal-mart for two weeks in a row Everything has went up 30-60 cents more than the previous week before. This is just another way they get the money back. So in a was basically you are not really getting any money back. But it's not just Wal-mart. It is all of the stores. ReplyWal-Mart Beats Other Retailers for a Piece of the Stimulus Pie [view article]
Well the sad thing is if all of the other Wal-marts acrross the country have raised the price like they have here where I live then that 10-30% break doen't make any difference. I went to Wal-mart for two weeks in a row Everything has went up 30-60 cents more than the previous week before. This is just another way they get the money back. So in a was basically you are not really getting any money back. But it's not just Wal-mart. It is all of the stores. ReplyWal-Mart Beats Other Retailers for a Piece of the Stimulus Pie [view article]
Once again, very little expertise on display here. This is WMT's normal rollback program, branded as "economic stimulus" just as August's was branded "Back to school". In fact, the number of items in this round of rollback is actually LESS than normal. And more importantly, extending no interest financing on groceries and consumables is actually pretty foolish. There is a reason that grocery stores don't issue credit cards and don't give financing. It is asking for trouble with a low-end consumer. ReplyGlobal Equity Market Caps: U.S. Loses Ground to China [view article]
I’m sure the “devil is in the details” holds true to this comment.If you buy into the hype around fundamental indices (which i do), I would want to see how much the china market has in pure cash flow (top line and free cash flow) versus profits (net and operating) on both a top and company level. My bet….china’s share makes up less than 1% of the world.
I realize stock sell on future expectations…but please…besides..china is headed for a civil war. The cowboy capitalism of the last few years cannot be extrapolated out indefinitely.
am i right eric?
Reply
Selling Medco as Walmart Guns for Pharmacy Benefit Managers [view article]
Every reason you give is why DMX is a company you should study!!! ReplyLampert's Move Is All About Brands [view article]
Shockingly ill-informed and naive commentary yet again from Mr. Sullivan. For starters, these are divisions within a company, not completely independent units working under a holding company like Berkshire Hathaway's divisions. Second, TGT has not been begging SHLD to sell them stores for three years. They (and other potential buyers like HD & LOW) have been building stores in the same trade areas as the desirable SHLD locations because SHLD has been unwilling/unreasonable in negotiations. So although many of those locations are great, the opportunity has passed as potential buyers have built out nearby locations. And why exactly is a REIT a good thing? Please give me one example (other than Alexanders which held a single location in the heart of midtown Manhattan that is now the Bloomberg tower) of a retailer becoming a REIT and creating value. RVI, which many had been valuing on real estate value just had TO PAY someone to take their Value City locations off their hands. Third, the day you can buy Craftsman, Kenmore and Diehard in non-SHLD retail outlets is the day that SHLD packs it in and stops being a retailer, because without those brands there is simply no reason to shop at Sears. Fourthly, Covington, Structure and Canyon River Blues (Canyon River Blues?? -- you can not be serious) are worthless brands that Wal-Mart or any other retailer would not stock in their stores if they were paid to do it. And Joe Boxer is not owned by SHLD -- it is owned by ICON -- do your research. SHLD bought the failed Structure brand from LTD for less than $10mm. ReplyLampert's Move Is All About Brands [view article]
It will still take this strategy some time to play out. Let's say that they do start selling their better known brands through places like Target, HD, Lowe's Autozone, etc and they start closing marginal stores, what are the remaining reasons to go to the good Sears stores? If you can go to Target to pick up your favorite brand of boxer shorts, what reason do you have to go to Sears? Over time, I think this strategy could work but in the interim they're going to be left with a lot of stores that don't sell very much stuff. ReplyWalmart and Altria - Who Knew? [view article]
One more thing to consider if you think inflation is truly 4% (I know for a fact most salaries didn't increase by 4% over the last year):Current Inflation Rate
4.08%
Released January 16, 2008 for December 2007
Provided by InflationData.com
Consumer price index change of 4.1% for 12 months ended 12/31/07
www.bls.gov/news.relea...
BUT:
Know Your Inflation Rate
2002 to 2007 Percentage Change (published today by Robert Hsu)
Gasoline $1.50 $3.52 +135%
House, L.A. $270,000 $580,000 +115%
Hotel, London $300 $500 +67%
Private College $21,000 $32,000 +52%
Dinner For Two $60 $80 +33%
Laptop Computer $1,200 $800 -33%
50 Inch Plasma T.V. $6,000 $2,500 -58%
and this isn't even considering the inflation in medical costs (hospital stays, operations, lab work & diagnostics and medicines/treatments and nursing homes). This inflation is probably way exceeding the gas inflation rate of 135% over the last 5 years..
Too bad that laptops and plasma TVs that you don't need to live on are the ones that went down in price.
Reply