Walmart Inc

WMT-N

NYSE:WMT

119.21
0.48 (0.40%)
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
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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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)

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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)

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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