Walmart Inc

WMT-N

NYSE:WMT

119.36
0.42 (0.35%)
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 10, 2017

This caters to the low to middle part of the market, which is Donald Trump’s market. If he does what he says and it works, this company will benefit long-term because their customer base will benefit. On the negative side, they are subject to Amazon (AMZ-N) eating away at their bottom line, stealing their customers who order things regularly. Retail is not an area he is interested in buying.

Walmart Inc (WMT-N)
February 10, 2017

This caters to the low to middle part of the market, which is Donald Trump’s market. If he does what he says and it works, this company will benefit long-term because their customer base will benefit. On the negative side, they are subject to Amazon (AMZ-N) eating away at their bottom line, stealing their customers who order things regularly. Retail is not an area he is interested in buying.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$68.020
Owned
No
COMMENT
COMMENT
January 31, 2017

He is underweight a lot of US retailers. This one could be negatively impacted by border adjusted tariffs, which would certainly have an impact on their bottom line. He doesn’t own this, primarily because of secular growth concerns. E-commerce and Amazon are having a big impact on their business. Valuation is not all that compelling, and you are looking at flat earnings growth during the next couple of years.

Walmart Inc (WMT-N)
January 31, 2017

He is underweight a lot of US retailers. This one could be negatively impacted by border adjusted tariffs, which would certainly have an impact on their bottom line. He doesn’t own this, primarily because of secular growth concerns. E-commerce and Amazon are having a big impact on their business. Valuation is not all that compelling, and you are looking at flat earnings growth during the next couple of years.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$66.740
Owned
No
TOP PICK
TOP PICK
January 30, 2017

*Short* Largest retailer globally. A phenomenal company that has had a virtuous cycle of buying for less and selling for less, but unfortunately it is hard to see incremental new growth. It is getting attacked by the Amazons of the world. They do have an e-commerce platform, but it is really not going to move the needle. This could have a very substantial impact if the US border adjustment tax were to come in. Dividend yield of 3.01%. (Analysts’ price target is $73.93.)

Walmart Inc (WMT-N)
January 30, 2017

*Short* Largest retailer globally. A phenomenal company that has had a virtuous cycle of buying for less and selling for less, but unfortunately it is hard to see incremental new growth. It is getting attacked by the Amazons of the world. They do have an e-commerce platform, but it is really not going to move the needle. This could have a very substantial impact if the US border adjustment tax were to come in. Dividend yield of 3.01%. (Analysts’ price target is $73.93.)

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$66.420
Owned
Yes
COMMENT
COMMENT
January 27, 2017

Not a huge fan. It is becoming tougher and tougher for them to grow revenue. They already have stores right across the US, so you have to question how they are going to grow. They will continue to open stores, but they are already penetrating all major markets in Canada and the US. The next question is, will they go global. That is what they will need to do to see any meaningful lift from here. With the online shopping that is available, it is putting a lot of pressure on this company.

Walmart Inc (WMT-N)
January 27, 2017

Not a huge fan. It is becoming tougher and tougher for them to grow revenue. They already have stores right across the US, so you have to question how they are going to grow. They will continue to open stores, but they are already penetrating all major markets in Canada and the US. The next question is, will they go global. That is what they will need to do to see any meaningful lift from here. With the online shopping that is available, it is putting a lot of pressure on this company.

Kash Pashootan
CEO & Chief Investment Officer, First Avenue Investment Counsel
Price
$65.660
Owned
Unknown
COMMENT
COMMENT
January 24, 2017

He would rate this as a Sell to a Hold. He is concerned about the long-term future in terms of generating the earnings growth. They are pretty saturated across North America. Expansion is going to have to come internationally, and they had to give up in Britain. They can only tighten margins so much. Where they are really going to be in jeopardy is if some huge protectionist bill comes in. There are a lot of better places to be.

Walmart Inc (WMT-N)
January 24, 2017

He would rate this as a Sell to a Hold. He is concerned about the long-term future in terms of generating the earnings growth. They are pretty saturated across North America. Expansion is going to have to come internationally, and they had to give up in Britain. They can only tighten margins so much. Where they are really going to be in jeopardy is if some huge protectionist bill comes in. There are a lot of better places to be.

Don Lato
President, Padlock Investment Management
Price
$67.400
Owned
Unknown
COMMENT
COMMENT
January 17, 2017

He likes this company, because it has a 3%+ dividend, giving you some ballast, and defensive characteristics should this market get volatile. It is also good if you are sceptical somewhat of the US economy taking off. This company tends to outperform when the market is going down. It has pulled back in the last few weeks.

Walmart Inc (WMT-N)
January 17, 2017

He likes this company, because it has a 3%+ dividend, giving you some ballast, and defensive characteristics should this market get volatile. It is also good if you are sceptical somewhat of the US economy taking off. This company tends to outperform when the market is going down. It has pulled back in the last few weeks.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$68.420
Owned
Unknown
DON'T BUY
DON'T BUY
January 16, 2017

They have some catch-up to do on their on-line business. 70% of products are from China and that could be a major headwind for them as well as every other retailer.

Walmart Inc (WMT-N)
January 16, 2017

They have some catch-up to do on their on-line business. 70% of products are from China and that could be a major headwind for them as well as every other retailer.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$67.130
Owned
Unknown
COMMENT
COMMENT
January 13, 2017

A great franchise, but a bit expensive. Trading at about 15X earnings with a pretty low long-term growth rate, probably in the low single digits. They’ve had to spend money on increasing labour costs, and beefing up their e-commerce digital offerings. This is a consumer staple name, and money is being taken off the table and being put into more cyclicals. The stock recently dropped its 200 day and 50 day moving averages.

Walmart Inc (WMT-N)
January 13, 2017

A great franchise, but a bit expensive. Trading at about 15X earnings with a pretty low long-term growth rate, probably in the low single digits. They’ve had to spend money on increasing labour costs, and beefing up their e-commerce digital offerings. This is a consumer staple name, and money is being taken off the table and being put into more cyclicals. The stock recently dropped its 200 day and 50 day moving averages.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$67.130
Owned
Unknown
COMMENT
COMMENT
January 4, 2017

This is facing a number of challenges with the new administration, chiefly with the Trump Jihad against China. So much of what they sell is imported from China. Walmart is very, very big and a slow grower. He always prefers predictable, slow, dividend payers to companies like Amazon (AMZN-Q).

Walmart Inc (WMT-N)
January 4, 2017

This is facing a number of challenges with the new administration, chiefly with the Trump Jihad against China. So much of what they sell is imported from China. Walmart is very, very big and a slow grower. He always prefers predictable, slow, dividend payers to companies like Amazon (AMZN-Q).

David Baskin
President, Baskin Wealth Management
Price
$69.060
Owned
Unknown
SELL
SELL
December 19, 2016

They have headwinds. It is somewhat misunderstood in its positioning as a retailer. 60% is groceries and that is a tough market, going through deflation. Also, they appeal to a demographic that is not in the spot light right now (people in tougher financial positions). There is a strong social push toward higher pay and many of their employees are at minimum wage.

Walmart Inc (WMT-N)
December 19, 2016

They have headwinds. It is somewhat misunderstood in its positioning as a retailer. 60% is groceries and that is a tough market, going through deflation. Also, they appeal to a demographic that is not in the spot light right now (people in tougher financial positions). There is a strong social push toward higher pay and many of their employees are at minimum wage.

Gordon Reid
President, GoodReid Investment Counsel
Price
$71.580
Owned
Unknown
COMMENT
COMMENT
November 29, 2016

Trading at a market multiple. He likes it a lot. 2.9% dividend yield. One of the few big-box retailers that has the capability of going toe to toe with Amazon. They are buying back a tremendous amount of stock, and investing more into their e-commerce. Doing strategic acquisitions. Still likes this going forward and thinks it is an undervalued company.

Walmart Inc (WMT-N)
November 29, 2016

Trading at a market multiple. He likes it a lot. 2.9% dividend yield. One of the few big-box retailers that has the capability of going toe to toe with Amazon. They are buying back a tremendous amount of stock, and investing more into their e-commerce. Doing strategic acquisitions. Still likes this going forward and thinks it is an undervalued company.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$71.370
Owned
Unknown
DON'T BUY
DON'T BUY
November 28, 2016

A great company. The problem is, it is an enterprise that is so large that they have all the incremental shoppers, and there is nothing more that can be done. They are struggling with e-commerce. In the law of large numbers, it is hard to move the needle. Expects margins will continue to be under pressure for some time.

Walmart Inc (WMT-N)
November 28, 2016

A great company. The problem is, it is an enterprise that is so large that they have all the incremental shoppers, and there is nothing more that can be done. They are struggling with e-commerce. In the law of large numbers, it is hard to move the needle. Expects margins will continue to be under pressure for some time.

John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$71.190
Owned
No
TOP PICK
TOP PICK
November 7, 2016

15.5% upside to model price. Consumer discretionary has been decimated. It plods along. It will not go down 30-50% on bad news.

Walmart Inc (WMT-N)
November 7, 2016

15.5% upside to model price. Consumer discretionary has been decimated. It plods along. It will not go down 30-50% on bad news.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$69.780
Owned
Yes
DON'T BUY
DON'T BUY
October 17, 2016

It is not a bad company, but he is not a fan of it. He prefers Amazon. Earnings should be flat in the next quarter as they reinvest earnings to compete with Amazon. They are playing catch up. There is risk and no growth.

Walmart Inc (WMT-N)
October 17, 2016

It is not a bad company, but he is not a fan of it. He prefers Amazon. Earnings should be flat in the next quarter as they reinvest earnings to compete with Amazon. They are playing catch up. There is risk and no growth.

Ian Shaffer
President, Galliant Advisors
Price
$68.220
Owned
No
HOLD
HOLD
October 12, 2016

They are going to pull back the number of new store openings and focus on their online presence expansion. There won’t be earnings growth for the next few years. She prefers HD-N.

Walmart Inc (WMT-N)
October 12, 2016

They are going to pull back the number of new store openings and focus on their online presence expansion. There won’t be earnings growth for the next few years. She prefers HD-N.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$67.460
Owned
No
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