|Day Low/High||117.27 / 120.84|
|52 Wk Low/High||118.60 / 160.77|
While valuations still aren't as high as they got in 2000, a lot of recent investor behavior feels very familiar.
The firm easily outperformed expected comparable sales for the month of June.
The big retailer's stock rallies as it takes on Amazon's Prime service with its own entry, which it calls Walmart+.
Is it time to go now? Well, it's never a bad time to protect oneself when one sits upon large profits in any market.
The upcoming Walmart+ service looks like an evolution of the existing Delivery Unlimited service, rather than a genuine Amazon Prime rival.
A crisis can offer unexpected chances, as seen right now with WMT.
The Federal Reserve posted its June meeting minutes and a report on individual corporate bonds bought so far. Here's my take on both.
In an investing climate marked by great uncertainty, this name is generating excellent financial results and rewarding its shareholders with rising dividends.
As the Covid crisis goes on, you will see fewer retail options, less vibrant cities, shuttered restaurants and the big to get bigger.
Plus, a closer look at Thursday's late-day rally and at actions impacting the nation's big banks.
Target announced that by the end of June it will have added hundreds of grocery items, such as fruits, vegetables and meat, to its same-day service in which shoppers buy the items online and pick up their bagged purchases inside of the store or curb...
This one is a tough chase, so I would have to consider put sales for an entry right now.
Are equity markets still in a confirmed uptrend? It depends on which index you look at.
While Shopify's platform and partnerships make it a disruptive force, Amazon Prime and Amazon's warehouse and logistics infrastructure are still one of a kind.
When New York was driven to its knees, Walmart stepped up. Big time. Eternal respect.
Rather than a direct competitor, FMCI is acquiring a complement to Beyond Meat in the plant-based food category.
TGT has boosted its dividend by 3%, the company's latest increase over 53 consecutive years of boosts.
One part of the e-commerce food chain that is grossly overlooked by investors is logistics real estate.
What might change my mind? The ability to reestablish the dividend. That would get me fired up.
Futures were down overnight after another day of hot trading volumes on Monday, while analysts are bumping up price targets on Amazon.
Profit from 'the changing of the guard' by seeing where things are going, not where they are right now.
Their partnerships with Target and Walmart continue to perform well.
Let's hope that the violence subsides, the valid voices of peaceful protesters are heard, and the lack of social distancing protocols does not lead to a resurgence in the spread of the virus.
I'll be taking at least a third of my long off ahead of the numbers this afternoon.
So what's the narrative? Simple: the recession is ending, it turned out to be a V recession and recovery after all.
With the U.S. opening up for business, expect a short-term shift to old fashioned brick and mortar sales. TJX should benefit in a big way.
VZ is on top of an important support decision, and let's check on the chart of Walmart.
Charles Gave is the founding partner of Gavekal Research. He has been researching tactical asset allocation for four decades. He cofounded a $10 billion money management company, Cusitor-Eaton Asset Management, where he was chief investment officer ...
Adjustments people and companies have made due to the pandemic are likely to outlast the virus in some measure, and those firms that don't adapt face trouble.