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$TWOH Looking good into 2024 and beyond!
The biggest lesson that I've learned in my 10 year investing career.
EARNINGS TOMORROW; GET IT WHILE IT'S CHEAP $NEGG 🫡
Consumer Behaviors: Deloitte predicts that e-commerce sales will increase between 10.3% and 12.8% this season. NEWEGG!!
Anyone use AI prediction to pick or manage stocks / portfolio?
$WMT fall 7% but this new AI-based investing app rates it buy with 9.3/10 score...what do you the pros here think of their stand?
Chicago considers emulating city-owned grocery markets that compete with stores like WMT and DG
Chicago considered emulating city-owned grocery markets that compete with stores like WMT and DG
Avenir Wellness Solutions™ $AVRW Skin Care Products are Sold at Major Retailers Including Walmart $WMT, Target $TGT, CVS Health $CVS, and Amazon $AMZN
Sell puts on Consumer staples, and utilities stock.
Trade Journal & Technical Review of September + Look Ahead for October
App to research stocks and etfs + history of said securities?
Why is Walmart (WMT) doing significantly better than Target (TGT) when they're doing the same thing?
“Asset Protection Champions: Companies Safeguarding Your Wealth” – SWISF, BB, IRNT, AZ
Earnings Tomorrow: CSCO & WMT Earnings Moves Recap
Why I believe TJX, which reports earnings this week, is a good stock pick
BUY $WMT AND $MCD IF YOU LIKE MONEY & FK WIT RUSSIA
Walmart Insider Selling Raises Concerns - Time to Worry?
Walmart Insiders Selling Billions in $WMT Stock: Should Concern Arise?
Walmart insiders offloading billions in $WMT stock - Should we be worried?
Morning Briefing 🌞 June 30th 2023
$BOF new Peru manufacturing facility with help increase production and the bottom line
BranchOut Food Inc. Secures Major Supplier Contract with Walmart
$TGT's investor hate-wave is a nothing burger.
LEAPS on heavily beaten down cyclicals like CVS and TGT
Market Recap - 5/18/23 - I know shits crazy but oof
Solid quarter from $WMT. Sales up, margin up, now at 25x ‘24 flattish EPS guide
IRS New $80B Funding Plan, Job Cuts Pass 89,000 in March, Robinhood $10M Fine, and Much More! | Morning Tendies Daily Stock Market Summary
IRS New $80B Funding Plan, Job Cuts Pass 89,000 in March, Robinhood $10M Fine, and Much More! | Morning Tendies Daily Stock Market Summary
IRS New $80B Funding Plan, Job Cuts Pass 89,000 in March, Robinhood $10M Fine, and Much More! | Morning Tendies Daily Stock Market Summary
Walmart insiders have dumped $5.3 billion in $WMT stock this month. A nearly 500% increase from last 3 months.
Senators urge pharmacy chains to ensure abortion pill access (NYSE:WMT)
Daily U.S. Stock Market News Flash (Wednesday, March 8)
Walmart Health (WMT) to build clinics in Phoenix, Dallas, Houston, Kansas City - Phoenix Business Journal
WMT Stock: $169 Price Target Received
Walmart (NYSE:WMT) Raised to "Strong-Buy" at StockNews.com
Walmart (NYSE:WMT) Is Increasing Its Dividend To $0.57🥳
Walmart Inc. (NYSE:WMT) Q4 2023 Earnings Call Transcript
Walmart to Close Two More Stores - Adding to a Growing List
Is Walmart sandbagging guidance? Their comparable sales guidance seems unreasonably low and based on 'vibes' about the macro situation.
🍗 Most Important Earnings from Before the Bell Today
🍗 Most Important Earnings from Before the Bell Today
ETFs to Watch: Retail, housing and chips in focus with earnings from WMT, HD and NVDA
Earnings week ahead: Walmart, Nvidia, Home Depot, Alibaba and more (NYSE:WMT)
Walmart is stepping into the hallucinogenic drug market. Calls on WMT
Buying OTM strangle with 2-3 day exp. 2 days before earnings release to profit from higher IV.
Walmart plans to expand Sam's Club for first time since in five years (NYSE:WMT)
Last trade of 2022, $16k what to buy and hold? $googl
That moment when WMT and TSLA are priced ~ the same based on P/E
Just a reminder, WMT beats the S&P index during recessions.
Present Value of Stocks/Crypto/PM’s if you bought $1,000 worth a year ago to date.
Kohl's Corporation (KSS) is scheduled to report its earnings on Thursday (11/17). Do you think KSS will beat earnings estimates like its fellow retailer WMT, and reach $40 or above on Thursday (11/17)?
~10K WMT Puts YOLO, Weekly @ 135.00 Strike.
Ocean container spot rates are down. How much will it affect this week's retail earnings reports (WMT, HD, TGT)? Better guidance?
Walmart ($WMT), Target ($TGT) and HomeDepot ($HD) Earnings
Mentions
Taking a long on WMT, my target is $125, even though the statistical reading says it can go up to $131
no wonder WMT and MCD were getting bought up so hard…..
I don't think you understand what the term bubble means in stocks and finance. It means an asset's value has increased sharply and beyond any reasonable fundamentals, purely based on speculation and lack of supporting instrinsic value. NVDA only added $4t worth of equity value to its shareholders over past 5 years. It passed AAPL last quarter for highest ever quarterly profit for a US public company. NVDA currenlty trades at a lower P/E than WMT and COST. I don't know what you look for in a stock, but doesn't get much better than that.
$WMT to 200 by next year or i quit my job🙈
Because WMT moved to the Nasdaq Exchange. So all those “set it and forget it” 401k investors that keep pumping money into the system every week are buying it via S&P 500 index ETFs, DJIA ETFs and now NASDAQ Index ETFs.
I am taking one position in WMT , today it closed $123.31 , i am taking a long tomorrow , target $127
The market is absolutely retarded on AMZN. WMT and COST 45 and 53? What the absolute fuck. All 3 should be 30pe.
That's some interesting DD. I can see the connection. Meanwhile in reality, Target, WMT, Best Buy, Costco, Lowes, Home Depot, and many other retailers all met or beat their expectations. Unemployment is still historically low. Home closings were a record in December. I guess we are ignoring that the consumer is fairly strong yet and thats what leads to a recession.
About to be some 5yr bag holders of MCD,COST,WMT etc...
Green on MSFT, RKLB, SOFI and NFLX.. blood red on RDDT, WMT and VKTX
WMT being priced more richly then some of the major tech titans is really proof that investors are very skittish about the AI trade right now. And there's simply too much money trying to flee into defensive stocks like WMT and KO
Imma just buy WMT puts expiring in June and chill
WMT down 5% today is totally normal
So the one difference from earlier in the week is defensive stocks are now being sold off. KO, PEP, WMT, VZ, etc. all down to various degrees. WMT in particular is approaching 5% down. Could still end up being a massive rotation.
This is a post that would have been way better off if you just copy pasta from Chat GPT since you clearly don't know much about the retail / ecom business or either of these companies WMT has literally the best tech in retail / ecommerce behind AMZN, they've been crushing it in ecommerce, they have stores in virtually every town in the US, Sams has 95% of the same stuff Costco does for a cheaper subscription, they are growing FASTER than COST...I could go on The are both overvalued IMO but you think Costco is justified at a HIGHER PE because "vibes" I guess
You own Sam's Clubwith WMT so you get a Costco+
WMT is investing heavily in AI robotics.
You’re good with QBTS at a market cap of $7Billion on revenue of only $25 Million and negative free cash flow of $58 million? There are way better examples of overpriced stocks than WMT.
True. Average Eloncel port: TSLA, WMT, COST. Thats it.
Ngl I've been malding watching WMT and COST not tank at these valuations. I have no idea why regards are still buying these FUCKING SUPERMARKETS at 50x earnings and dumping MSFT at 24. Market is more emotional than my ex
Funny how close WMT is to WM - can’t have WMT without WM - fuck you
The stock market is in a major bubble. Look at the PE for $COST. The people buying these stocks at these prices are bat-shit crazy. However, note that most of the shareholders of these stocks are institutions. Why? Because institutions manage ETFs, such as SPY, VOO, QQQ which all contain WMT. People put alot of their retirement money into index ETFs. They do that blindly, with no thought as to what that is doing to the PE of the constituents. That money has to go somewhere. So it goes into all of them, driving up the price. The more indexes a stock is in, the worse it gets.
It’s HALO. AI can’t take away WMT. Infact when all jobs are gone, you’ll only be able to shop at WMT with your AI dividend check
bro is just finding out about WMT.
That’s what they said about Sears. Remember them? The stores were shit, but the RE under them were the diamond in the rough. At least that‘s the reason why Eddie was all over it like white on rice. Jokes aside, no, I would not compare WMT to Sears, but I’m not convinced RE is a compelling reason for the SP.
WMT has the highest number of employees in the USA by a significant number. WMT has 2.1 million; AMZN 1.5 million; UPS 0.5 million; If AI is going to allow doing the same with fewer employees, WMT should benefit more than others.
Range bound until fall. Next earnings season we rotate into tech but then non tech has pe ratios normalize (WMT). Then we face rip to $770 in late q3 or q4.
WMT has been eating TGT lunch the last 5 years.
Still bullish on TGT because disposable income cash snow bunnies wouldn't never be caught dead shopping at the ghetto WMT
MSFT, WMT, NFLX propping up my port this week
Gemini says: Panic and fucking sell everything at market open, may god have mercy on your soul . QQQ 31MAR $615 WMT 20MAR $125 Copilot is refusing to provide financial advice and Grok is asking for feet pics
No inflation is going to make them even more dominant. People were screeching that WMT was 49 PE and a giant bubble..... in 2021. Guess what they're even cheaper now in valuation even though price almost 3x
Glad I bought some WMT and COPX a week ago… hedging
I \*do\* own some WMT as a matter of fact 😜
Yea but Walmarts ticker is WMT, awfully close to WMD….. maybe it’s about time to bring some freedom to Walmart.
A defensive stock is stock that people buy when they think bad economic times are coming or a stock market downturn is evident. They are stocks that don't drop in market downturn, or drop less than most others. They pay dividends and typically better than average dividends, and can be expected to see more business in an economic downturn. So stocks like the ones I mention above - WMT (Wal Mart), KO (Coke) MCD (McDonalds) are considered defensive plays. Coke is not expensive and people generally won't stop drinking it if we go into a recession. More people will likely shop at WMT in a recssion as they try to save money. Same with MCD - their business goes up as people shift their restaurant purchases from other, more expensive restaurants, to cheaper fast food options.
A few examples to show what is going with big tech these days. These examples can apply to dozens of other tech stocks: MSFT has excellent earnings in late January and sells off big anyway. Capex and software gettign eaten by AI are blamed for the sell off AMZN has excellent earnings a few weeks alter and sells off big too. Can't blame software so blame only CAPEX. NVDA this week has not just excellent, but excellently amazing stupendous phenomenal earnings... and sells off almost 10% over two days. They can't blame AI software fears, can't blame CAPEX (in fact NVDA is making massive bucks off others CAPEX), so they blame the generic catch-all "*valuation*". **Valuation!!** Are you kidding me? Here is NVDA forward PE according to Stock Analysis: 21.52 (note that MSFT and AMZNs forward PEs are 22.4 and 27.2). WMT, KO, and MCD have forward PEs of 43.7, 25.2, 25.8 (many other large cap "defensive" plays have similar PEs). That's right baby - NVDA's forward PE is *half* WMTs.... and people are saying NVDA is selling off because it is *overvalued*!! WMT, KO and MCD are all great companies, but they are not growth companies. It makes sense for them to have forward PEs in the high teens or low 20s. NVDA, AMZN and MSFT continue to grow at rates much, much faster than these three, yet their PEs are the same as the defensive plays no That's where sit right now. People are paying a premium for defensive plays and fleeing big tech growth plays giving many defensive/value plays PEs in the mid 20's (when they are typically in the high teens, low 20s) and giving big tech the same PEs as defensive/value plays.
can't believe COSTCO and WMT are having higher PE's than mag7 and these picks fuk this gay earth
Today's insiders sell **Walton Family Trust trims Walmart (WMT) stake with 1.72M-share sale** **Director C Douglas Mcmillon Sells 19,416 Shares**
Today's news **Walton Family Trust trims Walmart (WMT) stake with 1.72M-share sale** **Director C Douglas Mcmillon Sells 19,416 Shares**
GOOG flat, AMZN, WMT, COST and MRVL up, NFLX mooning
Which strategy plays here for WMT: greater fool theory? Would say buy it. Momentum? Would say buy it. Fundamentals? Sell like crazy
Forget Mag7, COST and WMT are the new overlords of the stock market
the real answer, is that WMT will probably have those same profit margins 5 years from now and NVDA won't
WMT 40 forward p/e. +3% today. $NVDA 22 forward p/e. -3% today. WMT 3% profit margin $NVDA 53% profit margin
WMT YOY Revenue +5.6%. WMT 1 year stock price +31.88%. Hell yea.
WMT, TLT, NFLX propping up the port today
I had no clue that in a recession WMT PE goes to 200. Nice to know.
Yeah, I've learned to be very cautious when doing that on pennies and rarely do it anymore. Works well with large established companies. If WMT, KO, or DD dips, they will come back if you wait long enough. A penny dips and odds are good it will keep on dipping, and reverse splitting, and diluteing, etc.
Up 2% in 6 months with 70% growth and a forward PE in the low 20s. WMT: Up 30% in 6 months with 5% growth (in a 4% inflation environment) and a forward PE in the 40s. Yeah, it's cyclical. Blah blah blah.
Guys it’s fine, just buy WMT it goes up every day regardless
I'd rather buy NVDA above 180 than WMT Above 80.
The year is 2035. The mag7 have a PE of 6 as their annual revenues are each over a trillion but stock price growth has underperformed checkings accounts (TSLA excluded due to revenue of 17 million and PE now at 234,000). WMT is a 150 trillion dollar company.
Probably just buy 100% OTM WMT calls for 2 months away. That should hit easy.
These are good things. Let's hope they're buying the tech dip and not more WMT or COST.
Look on the brightside. If WMT can have a 45 forward PE, maybe NVDA can get back to 25 - 26.
Somebody said WMT this morning and no shit, big box went straight up
The only minor surprise is WMT. They claim that they are investing heavily on AI tools
The P/E is inflated by COST and WMT. The equal-weight S&P 500 consumer staples ETF has a P/E of 18.
I like NVIDIA, but it needs to work a little harder for a WMT or COST multiple
People fr sold NVDA to buy WMT
Yes, dumping all US holdings to hold foreign stock is straight up stupid. Especially since if US markets did tank, so too would foreign markets as well which kinda defeats the purpose. But I think foreign markets are long overdue, there's a lot of great value out there and no real reason why they're deeply discounted so that people can buy WMT at 45x its annual earnings
WMT and COST trading at around double the PE with half the growth of MSFT AMZN GOOGL is pretty wild.
Anyone else here own WMT still? Kind of regretting not selling last week. Debating whether to keep holding (purchased at $54)
Everyone misses the point that caused the dot com crash. The S&P 500 was overly concentrated in a few stocks. It wasn't pets dot com and the other internet crap stocks. In 2000 the 10 largest stocks made up 23.2% of the S&P 500 market cap. Today the top 10 stocks make up 40.7% of S&P market cap. Does that sound familiar? Why is reddit daily stock chat sound like we are in a major bear market or market correction when we are maybe 1-2% from ATH's in the $SPY? 1. $MSFT. 2. $GE, 3.$CSCO, 4. $WMT, 5. $INTC, 6. $PFE. That was your top 6 stocks by market cap in Jan 2000. None of the crappy, non profitable internet stocks were atop the S&P. And now the market concentration is 2x of Jan 2000.
WMT is one of the best run companies in the history of the world and is one of the last bastions of value for everyday joe consumer
Until the economy crashes and everyone shops at only WalMart since they have lowest prices and WMT became first Quintillion Dollar company. The market is pricing in economic struggles that the government numbers are hiding with all of the AI buildout. The economy is already struggling and that’s why WMT has a 40/PE. The market is banking on more economic woes and pricing them accordingly. Only brief sentiment shocks would bring these down and not by 50%.
what else do you want to know? WMT is trading at a 43 forward P/E with 11% EPS growth and Costco is trading at 44 forward P/E with 9% EPS growth. Nvidia is trading at a 24 forward P/E with 67% EPS growth. WMT / COST are overvalued and NVDA is undervalued but wall street thinks the opposite at the moment.
WMT COST They are trading at 40+ forward P/E
WMT gonna push TSLA out v soon
This has been a very momentum-driven market in both directions. Expensive stocks like COST, WMT, CAT, and DE keep going up despite having P/E ratios of 53, 46, 41, and 36. Then you've got stocks like ADBE and NVO at P/E ratios of 15 and 11. NVO is a long even without obesity treatment at all. Their core diabetes business will continue to grow for decades. ADBE has a buyback yield over 10%. "Mr. Market is there to serve you, not to guide you." - Warren Buffett
🥭 announcing tonight sovereign fund: treasury gonna be buying Tesler, 🌽, all oil companies, WMT, and 8 other stocks
So...are we in a market where valuation is literally irrelevant and stocks like COST and WMT will just go up on slight growth? Is that the gameplan or is this all setting up for a massive rug later in the year?
hey now - WMT P/E is only 45. lets not get ahead of ourselves here.
Yeah I didn't expect these gains with WMT and JNJ
WMT had a good day for some strange reason
WMT and DG both are up in the green
WMT is gonna dump so hard once these eggheads figure out ai can't consume
By what WMT or AMZN? There isn't a single competitor that can even touch COST for membership based shopping.
Because the non tech, non software stuff is up a lot, look at WMT, MCD, Costco, CAT etc. The companies that are not at risk of being AI disrupted are up huge.
Tbf, WMT took a -8% shit last week. It was not a fun time.
WMT and COST are clocking 50X P/E. lol. Incredibly retarded market.
thats disrespecting walmart. WMT is one of the best performers of 2026 and has one of highest PE ratios for a company this size, more than mag7
WMT is closer to its top than IGV is closer to its bottom
WMT also a safe haven. They have surprisingly accessible bathrooms to shoot up in.
Maybe for SaaS but people are buying WMT/COST/MCD at 45 P/E's lol
This is what boomers felt like in this tech market. Watching mag7 dump everyday while trash like WMT & KO go green everyday for 2 months with regarded PEs on no growth companies
Ahhh yes the only safe haven stock currently is…WMT!?!?
I'm dying to buy WMT at 46 PE. NOT!
Can we stop making WMT more expensive to own that NVDA
WMT up Amazon down. Glad nothing changes
Defensive ETFs often look “expensive” because staples and large caps have run up, that’s pretty normal in drawdowns. If you’re hunting value, consider sector-rotated or equal-weight defensive ETFs rather than market-cap weighted ones, and don’t just look at staples. For example, equal-weight consumer staples or healthcare ETFs tend to trim the big WMT/COST dominance and give broader exposure. Other areas worth a look for defence are utilities and low-volatility strategies (they won’t be as pricey as mega staples now). No magic ticker, but shifting away from market-cap heavy defensive funds toward equal-weight or multi-sector defensive baskets gives a fresher, less concentrated exposure right now.