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

To: E_K_S who wrote (56200)11/4/2015 6:20:19 PM
From: Wallace Rivers  Respond to of 78750
 
Fortunately, WFM was a no touch for me with earnings looming.
FWIW, one of the talking heads mentioned that potential activism and M&A might bail it out. Hardly a ringing endorsement. WFM definitely has a laundry list of challenges, and most metrics are unfavorable. Still, it is the top dog in its segment, and balance sheet (d/e) is strong. The same talking head said it may become attractive at the 25 level.
Sold out of WMT after a nice small ST gain. Again, WMT is not attractive on virtually all growth metrics, probably not seeing a whiff of growth for many quarters.
May re-enter given the right price, I've gotten lucky over the years trading WMT.



To: E_K_S who wrote (56200)11/5/2015 12:24:56 AM
From: alois_dallmayr  Read Replies (1) | Respond to of 78750
 
From their 2014 10-K, as of Sept 28, 2014, they operate 399 stores, of which about 15 are owned and the rest leased.

I used to think that the economics of grocery stores was all about localization - i.e., shoppers tend to go to the nearest store. Looking at WFM I might have to revisit my assumptions.


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