Walmart
Super Value In Groceries
SuperValu's name and ticker symbol, SVU, are quite contradictory. One indicates a value manager's dream - super value, a great investment, while the other is an acronym for the special victims unit.
A Far-East Fiasco?
An article on China piqued my interest. China plays a very important role in the global economy and thus I pay close attention to it.
Down to the Last Drop of Profit Growth (in Barron’s)
STOCKS ARE ALLEGEDLY CHEAP NOW, at 17 times 2007 earnings. And they are cheap by historical standards.
Time to Be Downbeat About Wal-Mart?
When I bought Wal-Mart (WMT) a bit more than a year ago, I wrote an article for Financial Times where I laid out my theses.
Great Job Bob!
Herb Greenberg wrote a wonderful column and said something I've wanted to say for a long time, that blaming Bob Nardelli for the lackluster performance of Home Depot's (HD) stock is just plain silly.
Wal-Mart So Far So Wrong
My thesis for buying Wal-Mart (WMT) was very simple: once it improves its store appearance and merchandise, existing customers will spend more money and new customers will start spending new money on higher margin merchandise.
Need I say more?
Walgreens (WAG) comments on Wal-Mart (WMT) "will put them out of business strategy" on the company conference call:
