Walmart Inc

WMT-N

NYSE:WMT

119.71
0.06 (0.05%)
Walmart is an American multinational retailing corporation that operates as a chain of hypermarkets, discount department stores, and grocery stores.
More at Wikipedia

Analysis and Opinions about WMT-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 4, 2019
Volume matter in tech analysis? Volume doesn't matter anymore in technical analysis. Nothing negative about WMT's chart which enjoys higher highs and higher lows. Moving averages point higher. Aug.24-Nov. 14 is seasonality, a defensive time. Maybe don't own it now. This will underperform the wider market.
Walmart Inc (WMT-N)
December 4, 2019
Volume matter in tech analysis? Volume doesn't matter anymore in technical analysis. Nothing negative about WMT's chart which enjoys higher highs and higher lows. Moving averages point higher. Aug.24-Nov. 14 is seasonality, a defensive time. Maybe don't own it now. This will underperform the wider market.
Jon Vialoux
Research Analyst, CastleMoore Inc.
Price
$118.690
Owned
Unknown
COMMENT
COMMENT
November 21, 2019
Impressive chart. Performing decently. Outperforming Amazon. Worries about valuation, and growth rate is still in single digits. Prefers something like Dollar General.
Walmart Inc (WMT-N)
November 21, 2019
Impressive chart. Performing decently. Outperforming Amazon. Worries about valuation, and growth rate is still in single digits. Prefers something like Dollar General.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$119.860
Owned
No
BUY
BUY
November 11, 2019
It is coming back to life largely due to their success with E-commerce. They are leveraging the infrastructure they have. They are one of the largest E-commerce companies in the US.
Walmart Inc (WMT-N)
November 11, 2019
It is coming back to life largely due to their success with E-commerce. They are leveraging the infrastructure they have. They are one of the largest E-commerce companies in the US.
Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$118.880
Owned
Unknown
TOP PICK
TOP PICK
October 17, 2019
Bringing technology into a low-tech business. Over 50% of revenues come from groceries. Large investment in India. 6% free cashflow yield. Inexpensive stock doing well. Margins will accelerate. Yield is 1.77%. (Analysts’ price target is $120.88)
Walmart Inc (WMT-N)
October 17, 2019
Bringing technology into a low-tech business. Over 50% of revenues come from groceries. Large investment in India. 6% free cashflow yield. Inexpensive stock doing well. Margins will accelerate. Yield is 1.77%. (Analysts’ price target is $120.88)
Gordon Reid
President, GoodReid Investment Counsel
Price
$120.250
Owned
Yes
BUY
BUY
September 24, 2019
Should I buy REITs with rates this low? REITs have been better investments than personal properties over 20 years. (If you derive income from your property.)....WMT is best in class and have done well getting into online retailing. They have survived. A great balance sheet. They also do well in brick-and-mortar.
Walmart Inc (WMT-N)
September 24, 2019
Should I buy REITs with rates this low? REITs have been better investments than personal properties over 20 years. (If you derive income from your property.)....WMT is best in class and have done well getting into online retailing. They have survived. A great balance sheet. They also do well in brick-and-mortar.
Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$118.400
Owned
Unknown
DON'T BUY
DON'T BUY
July 4, 2019

Doing very, very well. Pushing into new highs this week. Consumer staples tend to do well in latter part of economic cycle. It's somewhat expensive, growth rate is low for him. Decent dividend. Low beta. Owns Dollar General instead. Prefers defensives with growth behind them. How well can it fight long-term against Amazon?

Walmart Inc (WMT-N)
July 4, 2019

Doing very, very well. Pushing into new highs this week. Consumer staples tend to do well in latter part of economic cycle. It's somewhat expensive, growth rate is low for him. Decent dividend. Low beta. Owns Dollar General instead. Prefers defensives with growth behind them. How well can it fight long-term against Amazon?

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$111.980
Owned
No
TOP PICK
TOP PICK
June 26, 2019

The latest study shows they are competing well with Amazon on groceries. They have made major investments internationally and will soon be recognized by the market. Yield 1.92% (Analysts’ price target is $110.93)

Walmart Inc (WMT-N)
June 26, 2019

The latest study shows they are competing well with Amazon on groceries. They have made major investments internationally and will soon be recognized by the market. Yield 1.92% (Analysts’ price target is $110.93)

Gordon Reid
President, GoodReid Investment Counsel
Price
$110.160
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
June 19, 2019

Very good company and well-run. There's enough room for this and Amazon to both do well. Buy this on a pullback. He's long held this.

Walmart Inc (WMT-N)
June 19, 2019

Very good company and well-run. There's enough room for this and Amazon to both do well. Buy this on a pullback. He's long held this.

Greg Newman
Director & Portfolio Manager, Scotia Wealth Management
Price
$109.620
Owned
Yes
BUY
BUY
June 17, 2019
Walgreen's The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
Walmart Inc (WMT-N)
June 17, 2019
Walgreen's The pharmacy retail space has come off a lot due to disruption. In this space, he bought Walmart instead; they do everything better yet cheaper. Pharmacy retail is another industry under scrutiny, and he feels Walmart will prevail.
Andrew Pink
Portfolio Manager, LDIC
Price
$109.160
Owned
Yes
HOLD
HOLD
June 4, 2019

He owns Amazon instead. Walmart has all the baggage of being an old-school retailer. Shifting to an internet model is a good thing and bringing in one day shipping is helpful, but the competition is fierce.

Walmart Inc (WMT-N)
June 4, 2019

He owns Amazon instead. Walmart has all the baggage of being an old-school retailer. Shifting to an internet model is a good thing and bringing in one day shipping is helpful, but the competition is fierce.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$102.560
Owned
No
BUY WEAKNESS
BUY WEAKNESS
May 28, 2019
They have been a rock star. Have held up well against Amazon. They are a big entity yet very nimble. They have had great numbers. They were one of the few companies that beat on Q4 and kept their guidance. Same store sales were up. They are doing everything right. It is trading at about 21X. The stock has had a real good run.
Walmart Inc (WMT-N)
May 28, 2019
They have been a rock star. Have held up well against Amazon. They are a big entity yet very nimble. They have had great numbers. They were one of the few companies that beat on Q4 and kept their guidance. Same store sales were up. They are doing everything right. It is trading at about 21X. The stock has had a real good run.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$102.420
Owned
No
BUY
BUY
May 24, 2019
One of the few retailers that looks spectacular. No reason you'd ever sell. The leader of the group. No problem buying it right now.
Walmart Inc (WMT-N)
May 24, 2019
One of the few retailers that looks spectacular. No reason you'd ever sell. The leader of the group. No problem buying it right now.
Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$102.670
Owned
Unknown
DON'T BUY
DON'T BUY
April 4, 2019
It will do relativity well going forward. It is facing a lot of competition though and trading at 20 times earnings. Growth rate is weak at 2-3%. It looks that it not winning the war with Amazon. He prefers other names in the space.
Walmart Inc (WMT-N)
April 4, 2019
It will do relativity well going forward. It is facing a lot of competition though and trading at 20 times earnings. Growth rate is weak at 2-3%. It looks that it not winning the war with Amazon. He prefers other names in the space.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$98.110
Owned
No
DON'T BUY
DON'T BUY
March 7, 2019
They executed in a very difficult environments, fending off the AMZN-Q effect. They have scope and attractive prices. They are effective in growing their online presence. It is over 20 times price to earnings. He invests in those who can raise dividends. Wal-Mart is modernizing stores so there will be a drain. Dividend increases are not overly likely.
Walmart Inc (WMT-N)
March 7, 2019
They executed in a very difficult environments, fending off the AMZN-Q effect. They have scope and attractive prices. They are effective in growing their online presence. It is over 20 times price to earnings. He invests in those who can raise dividends. Wal-Mart is modernizing stores so there will be a drain. Dividend increases are not overly likely.
Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$97.450
Owned
Unknown
STRONG BUY
STRONG BUY
March 6, 2019
He shifted from cyclicals to defensives in Q4 2018 and he bought Walmart, which has done very well for him. They have pricing power and strong earnings. They have a phenomenal online platform that competes with Amazon--easy and seamless. They will be stable in volatile markets.
Walmart Inc (WMT-N)
March 6, 2019
He shifted from cyclicals to defensives in Q4 2018 and he bought Walmart, which has done very well for him. They have pricing power and strong earnings. They have a phenomenal online platform that competes with Amazon--easy and seamless. They will be stable in volatile markets.
Andrew Pink
Portfolio Manager, LDIC
Price
$98.260
Owned
Yes
BUY
BUY
February 12, 2019
Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
Walmart Inc (WMT-N)
February 12, 2019
Target vs. Walmart Walmart: they're growing their online presence much faster than Target's, plus they have size. Target's online has stumbled and is not yet there. Walmart has both stores and online, and growing both faster.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$96.880
Owned
Unknown
BUY
BUY
December 6, 2018
Generally speaking it is good to get into names like this at this stage of the cycle. Trading at 20 times future earnings. Growth is light. Dividend is about 2.2%. E-commerce initiatives are improving. Longer term there is a demographic challenge for them adjusting to the millennial purchasing preferences.
Walmart Inc (WMT-N)
December 6, 2018
Generally speaking it is good to get into names like this at this stage of the cycle. Trading at 20 times future earnings. Growth is light. Dividend is about 2.2%. E-commerce initiatives are improving. Longer term there is a demographic challenge for them adjusting to the millennial purchasing preferences.
Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$94.770
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
November 20, 2018
Making inroads against Amazon. Good earnings, recent acquisition is working. Current pullback is indicative of the market overall. Positive time of year for them. As online becomes a bigger component of sales, that will be reflected in the valuation. A defensive name, a stable investment, so it would go down less in a down market.
Walmart Inc (WMT-N)
November 20, 2018
Making inroads against Amazon. Good earnings, recent acquisition is working. Current pullback is indicative of the market overall. Positive time of year for them. As online becomes a bigger component of sales, that will be reflected in the valuation. A defensive name, a stable investment, so it would go down less in a down market.
Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$94.160
Owned
Unknown
BUY
BUY
August 23, 2018

It is one of a handful of superstars that have weathered the storm of AMZN-Q. They are now playing some offense. For the size, they have done a great job of being nimble. Their acquisition has done very well. Same store sales are up. They have strong numbers overall. They are going to remodel their stores and this CAP-X could impair their ability to raise dividends. The tariffs have impeded their sales. Their margins may be squeezed by tariffs. He is not there because of the CAP-X spending planned. The valuation is attractive and there is support at the current price.

Walmart Inc (WMT-N)
August 23, 2018

It is one of a handful of superstars that have weathered the storm of AMZN-Q. They are now playing some offense. For the size, they have done a great job of being nimble. Their acquisition has done very well. Same store sales are up. They have strong numbers overall. They are going to remodel their stores and this CAP-X could impair their ability to raise dividends. The tariffs have impeded their sales. Their margins may be squeezed by tariffs. He is not there because of the CAP-X spending planned. The valuation is attractive and there is support at the current price.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$95.180
Owned
No
BUY
BUY
August 16, 2018

The street loved this stock today with the best earnings reported in about 9 years. The fundamentals are still good for this stock. They dominate groceries in the US. However, Amazon may pose somewhat of a risk. He thinks there is room to go up a little more.

Walmart Inc (WMT-N)
August 16, 2018

The street loved this stock today with the best earnings reported in about 9 years. The fundamentals are still good for this stock. They dominate groceries in the US. However, Amazon may pose somewhat of a risk. He thinks there is room to go up a little more.

Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$98.640
Owned
No
HOLD
HOLD
July 27, 2018

This is a good defensive stock and has good valuations. Their earnings may be impacted by some of their reinvestment plans. The US GDP numbers are still strong. The battle continues with Amazon. At this level it is fairly valued.

Walmart Inc (WMT-N)
July 27, 2018

This is a good defensive stock and has good valuations. Their earnings may be impacted by some of their reinvestment plans. The US GDP numbers are still strong. The battle continues with Amazon. At this level it is fairly valued.

Bryden Teich
Portfolio Manager, Avenue Investment Management
Price
$88.130
Owned
No
PAST TOP PICK
PAST TOP PICK
July 3, 2018

(Past Top Pick, July 17, 2017, Up 5%) He sold a $77.50 call at $2.50 last December when Walmart was over $90, so he got called away at $77.50. He made a 5% return over 5 months.

Walmart Inc (WMT-N)
July 3, 2018

(Past Top Pick, July 17, 2017, Up 5%) He sold a $77.50 call at $2.50 last December when Walmart was over $90, so he got called away at $77.50. He made a 5% return over 5 months.

Richard Croft
President, R.N. Croft Financial Group Inc.
Price
$84.440
Owned
No
HOLD
HOLD
June 29, 2018

This company is competing against the likes of Amazon and is losing the battle. The growth in incremental sales will likely go to Amazon, especially in online sales.

Walmart Inc (WMT-N)
June 29, 2018

This company is competing against the likes of Amazon and is losing the battle. The growth in incremental sales will likely go to Amazon, especially in online sales.

Chris Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$85.650
Owned
No
PAST TOP PICK
PAST TOP PICK
June 25, 2018

(Past Top Pick, May 10, 2018, Up 5%) He liked their whole India play, though investors didn't at first. It's come off in the past year, but sees plenty of upside. Good to continue to own it and a great long-term play that will hit $100. But yes, Amazon is probably a threat to Walmart in North America e-commerce, though not India.

Walmart Inc (WMT-N)
June 25, 2018

(Past Top Pick, May 10, 2018, Up 5%) He liked their whole India play, though investors didn't at first. It's come off in the past year, but sees plenty of upside. Good to continue to own it and a great long-term play that will hit $100. But yes, Amazon is probably a threat to Walmart in North America e-commerce, though not India.

Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$86.470
Owned
Yes
COMMENT
COMMENT
June 6, 2018

They've corrected the past few weeks. Their earnings aren't that bad nor was their e-commerce performance. It's a defensive and value stock, and undervalued by $10-20. But it faces transportation costs which eat into profits.

Walmart Inc (WMT-N)
June 6, 2018

They've corrected the past few weeks. Their earnings aren't that bad nor was their e-commerce performance. It's a defensive and value stock, and undervalued by $10-20. But it faces transportation costs which eat into profits.

Andrew Pyle
Senior wealth advisor and portfolio manager, The Pyle Group, Scotia Wealth Mgt.
Price
$84.560
Owned
No
DON'T BUY
DON'T BUY
May 31, 2018

He thinks this chart looks weak right now. The move below a gap up back in November is worrisome. He would not be buying right now. He sees support around $79 with resistance at $87.

Walmart Inc (WMT-N)
May 31, 2018

He thinks this chart looks weak right now. The move below a gap up back in November is worrisome. He would not be buying right now. He sees support around $79 with resistance at $87.

Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$82.540
Owned
Unknown
BUY
BUY
May 24, 2018

They just added to their portfolio a month ago. They are doing the right things. Their on-line side is growing.

Walmart Inc (WMT-N)
May 24, 2018

They just added to their portfolio a month ago. They are doing the right things. Their on-line side is growing.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$82.460
Owned
Yes
TOP PICK
TOP PICK
May 10, 2018

The step into India is a great move. One of those brick and mortar stores where people still go to. The stock is so beat up that for him is a no brainer to buy it here. (Analysts’ price target is $100.33)

Walmart Inc (WMT-N)
May 10, 2018

The step into India is a great move. One of those brick and mortar stores where people still go to. The stock is so beat up that for him is a no brainer to buy it here. (Analysts’ price target is $100.33)

Elliott Fishman
Director of U.S. and international equity trading, Trading Services Group, Scotia Wealth
Price
$82.690
Owned
Yes
BUY
BUY
April 18, 2018

Retailers are doing well and enjoying the consumer discretionary rally. Pair a Walmart position with Amazon. They both dominate retail.

Walmart Inc (WMT-N)
April 18, 2018

Retailers are doing well and enjoying the consumer discretionary rally. Pair a Walmart position with Amazon. They both dominate retail.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$87.570
Owned
Unknown
BUY
BUY
April 12, 2018

He likes the name. They just bought it as it dipped down with softer earnings. Trading at 17 forward earnings. There are other retailer names that he likes better. They are the lower price leader. Some movement to the upside but he wouldn’t hold it for a very long-term period.

Walmart Inc (WMT-N)
April 12, 2018

He likes the name. They just bought it as it dipped down with softer earnings. Trading at 17 forward earnings. There are other retailer names that he likes better. They are the lower price leader. Some movement to the upside but he wouldn’t hold it for a very long-term period.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$85.430
Owned
Yes
COMMENT
COMMENT
February 20, 2018

Bank of America BAC-N or Walmart WMT-N. Prefers BOA. Their regulatory, merger and interest rate issues are now lifting. Wealth management operations through Merrill Lynch is growing fast. Capital markets are reasonably healthy.

Walmart Inc (WMT-N)
February 20, 2018

Bank of America BAC-N or Walmart WMT-N. Prefers BOA. Their regulatory, merger and interest rate issues are now lifting. Wealth management operations through Merrill Lynch is growing fast. Capital markets are reasonably healthy.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$94.110
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
February 16, 2018

(A Top Pick April 10/17 - Up 43.5%) A good name. Still in a good trend. A little extended here. It is getting parabolic. Yet still looks pretty good.

Walmart Inc (WMT-N)
February 16, 2018

(A Top Pick April 10/17 - Up 43.5%) A good name. Still in a good trend. A little extended here. It is getting parabolic. Yet still looks pretty good.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$104.780
Owned
Yes
DON'T BUY
DON'T BUY
February 15, 2018

They improved results with an initiative started in 2015 to increase wages and invest in technology. The problem now is that the price of the stock has run up too much. Easy gains have been made now.

Walmart Inc (WMT-N)
February 15, 2018

They improved results with an initiative started in 2015 to increase wages and invest in technology. The problem now is that the price of the stock has run up too much. Easy gains have been made now.

Mario Mainelli, CFA
Portfolio Manager, Caldwell Investment Management
Price
$103.230
Owned
No
COMMENT
COMMENT
February 6, 2018

Stock price has done well, in the face of the disruption from Amazon. Has done many innovative things, including purchase pickup and even using Lyft and Uber for home delivery of groceries. Has done a great job of executing the acquisition of jet.com. Two things to consider before buying Walmart today. The share price has risen 50% over the past year. It trades at about 23 times earnings with a reasonable dividend. There is no rush to buy it but no need to wait until it trades at a deep discount. Second, they are investing heavily renovate their stores. This capex will put pressure on their ability to raise their dividend. Would not be a buyer here but he likes the name.

Walmart Inc (WMT-N)
February 6, 2018

Stock price has done well, in the face of the disruption from Amazon. Has done many innovative things, including purchase pickup and even using Lyft and Uber for home delivery of groceries. Has done a great job of executing the acquisition of jet.com. Two things to consider before buying Walmart today. The share price has risen 50% over the past year. It trades at about 23 times earnings with a reasonable dividend. There is no rush to buy it but no need to wait until it trades at a deep discount. Second, they are investing heavily renovate their stores. This capex will put pressure on their ability to raise their dividend. Would not be a buyer here but he likes the name.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$100.900
Owned
No
COMMENT
COMMENT
January 25, 2018

This has done very well, and that’s on the back that it has been competing and executing relatively well on the e-commerce side Amazon (AMZN-Q). This has come a long way since the 2000-2010 period, when it went nowhere. They just hit a new all-time high today, trading at 22X forward earnings at the high end of the 10-year historical average. He is looking for a 5%-6% long-term growth rate in terms of EPS, and that might inch higher, if they execute on the e-commerce side. Pays a 1.9% dividend yield. The long-term growth is on the International side, which is 24%-25% of its revenue base. He doesn't know if the international side is going to reach the same level of profitability that we see in the US, given that they don't have the same scale as they do in the US and Canada. This is a bit expensive, and he would prefer something like Costco (COST-Q), as he thinks they are ramping up their e-commerce area as well, and have good same-store sales.

Walmart Inc (WMT-N)
January 25, 2018

This has done very well, and that’s on the back that it has been competing and executing relatively well on the e-commerce side Amazon (AMZN-Q). This has come a long way since the 2000-2010 period, when it went nowhere. They just hit a new all-time high today, trading at 22X forward earnings at the high end of the 10-year historical average. He is looking for a 5%-6% long-term growth rate in terms of EPS, and that might inch higher, if they execute on the e-commerce side. Pays a 1.9% dividend yield. The long-term growth is on the International side, which is 24%-25% of its revenue base. He doesn't know if the international side is going to reach the same level of profitability that we see in the US, given that they don't have the same scale as they do in the US and Canada. This is a bit expensive, and he would prefer something like Costco (COST-Q), as he thinks they are ramping up their e-commerce area as well, and have good same-store sales.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$106.600
Owned
No
BUY
BUY
December 19, 2017

This company has responded very well to the Amazon threat. They acquired jet.com, an online retailer, and they are taking on Amazon. A retailer, but it’s also a grocer in that more than 50% of revenues come from groceries, very, very low margin commodities.

Walmart Inc (WMT-N)
December 19, 2017

This company has responded very well to the Amazon threat. They acquired jet.com, an online retailer, and they are taking on Amazon. A retailer, but it’s also a grocer in that more than 50% of revenues come from groceries, very, very low margin commodities.

Gordon Reid
President, GoodReid Investment Counsel
Price
$98.800
Owned
Unknown
COMMENT
COMMENT
December 8, 2017

A traditional brick-and-mortar retail. If there is any retailer that can put up a half decent fight against Amazon, it is this company. The valuation looks pretty reasonable, and there is some decent earnings growth, if they can capitalize on this online earnings spend. It also gives you some global exposure. Pays a nice dividend.

Walmart Inc (WMT-N)
December 8, 2017

A traditional brick-and-mortar retail. If there is any retailer that can put up a half decent fight against Amazon, it is this company. The valuation looks pretty reasonable, and there is some decent earnings growth, if they can capitalize on this online earnings spend. It also gives you some global exposure. Pays a nice dividend.

Veeral Khatri
Partner and Portfolio Manager, JC Clark
Price
$96.550
Owned
Yes
BUY
BUY
November 30, 2017

It is a two horse race on the retail side in the US with AMZN-Q. WMT-N has the bricks and mortar in place and it is easier to build out that online. Their web site has become far more compelling. It has crept up in price and earnings multiple but it is still cheap. Especially compared to AMZN-Q.

Walmart Inc (WMT-N)
November 30, 2017

It is a two horse race on the retail side in the US with AMZN-Q. WMT-N has the bricks and mortar in place and it is easier to build out that online. Their web site has become far more compelling. It has crept up in price and earnings multiple but it is still cheap. Especially compared to AMZN-Q.

Don Lato
President, Padlock Investment Management
Price
$97.230
Owned
No
COMMENT
COMMENT
November 2, 2017

This is fully priced at these levels. They’ve done a pretty good job of growing online, and can be competitive with Amazon (AMZ-Q) to a certain degree. They have to decide how the store will look in a new retail environment.

Walmart Inc (WMT-N)
November 2, 2017

This is fully priced at these levels. They’ve done a pretty good job of growing online, and can be competitive with Amazon (AMZ-Q) to a certain degree. They have to decide how the store will look in a new retail environment.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$88.800
Owned
Unknown
COMMENT
COMMENT
October 26, 2017

Kind of one of the anti-Amazon names. Despite the perception, the stock has lagged behind over the last 2-3 years, especially as compared to Amazon. They are growing their top line and are doing quite well in their battle with Amazon. They’ve shifted to an e-commerce platform, very successfully. Free cash flow yield on this is 10%.

Walmart Inc (WMT-N)
October 26, 2017

Kind of one of the anti-Amazon names. Despite the perception, the stock has lagged behind over the last 2-3 years, especially as compared to Amazon. They are growing their top line and are doing quite well in their battle with Amazon. They’ve shifted to an e-commerce platform, very successfully. Free cash flow yield on this is 10%.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$88.620
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
October 24, 2017

This has been a great performer over the past 2 years. Wait for a pull back, and let’s see what happens with holiday sales. A time to buy a name like this was 2 years ago when it was thought Amazon (AMZN-Q) was going to put them out of business. They do a great job of returning cash to shareholders. The acquisition of Jet.com made a lot of sense.

Walmart Inc (WMT-N)
October 24, 2017

This has been a great performer over the past 2 years. Wait for a pull back, and let’s see what happens with holiday sales. A time to buy a name like this was 2 years ago when it was thought Amazon (AMZN-Q) was going to put them out of business. They do a great job of returning cash to shareholders. The acquisition of Jet.com made a lot of sense.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$87.980
Owned
Yes
WATCH
WATCH
October 23, 2017

It will be a goliath vs. goliath war. They have the plant and equipment. It is a cost game. AMZN-Q has the momentum, but WMT-N is the best candidate to take them on. He is focused on the battle which is going to be fought here.

Walmart Inc (WMT-N)
October 23, 2017

It will be a goliath vs. goliath war. They have the plant and equipment. It is a cost game. AMZN-Q has the momentum, but WMT-N is the best candidate to take them on. He is focused on the battle which is going to be fought here.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$88.650
Owned
No
HOLD
HOLD
September 5, 2017

He is optimistic this company can hold its own against Amazon (AMZN-Q) and other online marketers. As an investment though, he has become increasingly neutral, as the stock has moved up dramatically from its low of $57. Their Jet.com acquisition made a lot of sense, and show that they are willing to commit capital to really go head-to-head with the Amazons of the world.

Walmart Inc (WMT-N)
September 5, 2017

He is optimistic this company can hold its own against Amazon (AMZN-Q) and other online marketers. As an investment though, he has become increasingly neutral, as the stock has moved up dramatically from its low of $57. Their Jet.com acquisition made a lot of sense, and show that they are willing to commit capital to really go head-to-head with the Amazons of the world.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$79.800
Owned
Unknown
DON'T BUY
DON'T BUY
August 17, 2017

Just reported earnings and beat consensus, but the stock faltered, probably because of a succession of lower expectations. They’ve done fairly well, especially in North America, in terms of same store sales and working hard on their online offering. Bought a fairly large online company and integrating it, taking Amazon (AMZN-Q) on full tilt. He would pass on this. There are a lot of unknowns, wage inflation and getting near full employment, and they have a very large labour force, mostly of minimum wage workers. 2.5% dividend yield.

Walmart Inc (WMT-N)
August 17, 2017

Just reported earnings and beat consensus, but the stock faltered, probably because of a succession of lower expectations. They’ve done fairly well, especially in North America, in terms of same store sales and working hard on their online offering. Bought a fairly large online company and integrating it, taking Amazon (AMZN-Q) on full tilt. He would pass on this. There are a lot of unknowns, wage inflation and getting near full employment, and they have a very large labour force, mostly of minimum wage workers. 2.5% dividend yield.

Gordon Reid
President, GoodReid Investment Counsel
Price
$79.700
Owned
No
COMMENT
COMMENT
August 10, 2017

Everybody has competition, but you want to try to avoid the very high levels of competition. This one is in a battle with Amazon (AMZN-Q). A lot of products you find in their stores, you can easily pick up in Amazon. A great brand name and well run, but she doesn’t like that much competition.

Walmart Inc (WMT-N)
August 10, 2017

Everybody has competition, but you want to try to avoid the very high levels of competition. This one is in a battle with Amazon (AMZN-Q). A lot of products you find in their stores, you can easily pick up in Amazon. A great brand name and well run, but she doesn’t like that much competition.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$80.660
Owned
No
COMMENT
COMMENT
August 4, 2017

This has a very important period of seasonal strength, usually from the middle of January through until at least May, and sometimes into July. After that, the stock tends to go down. Currently, it is testing its previous level and is having difficulty getting above the previous high. If you are a trader, you should take some money off the table.

Walmart Inc (WMT-N)
August 4, 2017

This has a very important period of seasonal strength, usually from the middle of January through until at least May, and sometimes into July. After that, the stock tends to go down. Currently, it is testing its previous level and is having difficulty getting above the previous high. If you are a trader, you should take some money off the table.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM