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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (21074)4/7/2005 11:13:09 AM
From: Paul Senior  Respond to of 70398
 
Spekulatius, I'll take a little WMT here. But I ain't going shopping there unless I'm desperate.



To: Spekulatius who wrote (21074)4/11/2005 10:22:26 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 70398
 
I traded out of WMT, as I heard the talking heads on CNBC Wed. morning give their negative opinions (one guy threw it out as a short idea), as well as mentioning the B of A downgrade/expectation of low end of the range. I don't trade on such "talk" all that often, but I had a modest ST gain in place, and the stock was trading up despite the negative news - the positive market tone that day didn't hurt.

I am now getting interested in BUD at these levels, that seems to me like a better bet on a reversion to mean basis. The PE multiple is at or near the low end on an historical basis. The period the stock is entering is seasonally strong; if the summer is warmer than normal, that would bode well for the stock (of course, the inverse could also happen).

I just can't get too excited about WMT, the shame factor is there for me, as well. I went into a store the other day, the retail experience there doesn't set me on fire. We, as a family, generally shop TGT for the comparable essentials. They (WMT) keep repeating, in their releases on comps., how groceries are the biggest part of the increase in SS comps.; as we've noted, this is the lower margin part of the business, and that can't help the bottom line.