Walmart Inc

WMT-N

NYSE:WMT

129.97
0.62 (0.48%)
Walmart is an American multinational retailing corporation that operates as a chain of hypermarkets, discount department stores, and grocery stores.
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Analysis and Opinions about WMT-N

Signal
Opinion
Expert
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.
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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.
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)
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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)
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.
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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.
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?

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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?

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)

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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)

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.

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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.

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.
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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.
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.

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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.

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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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