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


To: Bob Rudd who wrote (21956)8/25/2005 11:02:01 AM
From: Paul Senior  Read Replies (2) | Respond to of 78984
 
WMT. Yes, I remember that plateau aspect. Also, I believe IF people organize themselves to reduce their driving trips, WMT is the biggest one-stop-for-everything-you-need destination (food, then everything else). WMT's transportation costs will rise quite a bit of course, but I figure everyone else's (competitors) will too. WMT should have a slight advantage, as they pride themselves on their efficient supply-chain.

And I too feel the big gains in this stock occurred years ago, and we won't likely see anywhere near those gains again. The company is just so big- any stock gains going forward will be relatively small, I am guessing. I have to believe though that the company will be around for another ten or more years, and although there's a stock market risk, buying the stock is a decent bet for me within a diversified portfolio.

A small bet for me now, but I'm willing to raise it substantially. I added more today, and I'll add more if/as the stock continues to drop.



To: Bob Rudd who wrote (21956)8/26/2005 9:55:22 AM
From: Spekulatius  Read Replies (3) | Respond to of 78984
 
re WMT. I don't care too much about the short term bump in growth due to higher energy prices. I believe the biggest threat to WMT is unionization of it workforce. Amongst the lagging large cap stalwarts, PFE looks very interesting again, IMO.