Walmart Inc

WMT-N

NYSE:WMT

119.78
1.65 (1.40%)
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
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
Showing 31 to 45 of 328 entries