Wal-Mart’s Double Standard & Sin Stocks
By Vitaliy Katsenelson November 17-18, 2005 – Minyanville.com Wal-Mart’s Double Standard I talked to two friends of mine, both are money managers. Their firms will not buy Wal-Mart (WMT) because...
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Walgreens (WAG) comments on Wal-Mart (WMT) “will put them out of business strategy” on the company conference call: For the 291 drugs that Wal-Mart will sell for $4, the average co-pay at Walgreens is...
View ArticleWal-Mart So Far So Wrong
Minyaniville.com My thesis for buying Wal-Mart (WMT) was very simple: once it improves its store appearance and merchandise, existing customers will spend more money and new customers will start...
View ArticleGreat Job Bob!
Herb Greenberg wrote a wonderful column and said something I’ve wanted to say for a long time, that blaming Bob Nardelli for the lackluster performance of Home Depot’s (HD) stock is just plain silly....
View ArticleTime to Be Downbeat About Wal-Mart?
When I bought Wal-Mart (WMT) a bit more than a year ago, I wrote an article for Financial Times where I laid out my theses: Wal-Mart currently appeals mostly to lower income demographics, and this is...
View ArticleDown to the Last Drop of Profit Growth (in Barron’s)
The following article was published in February 4th, 2008 issue of Barron’s. It is revised, updated partial excerpt from my book Active Value Investing: Making Money in Range-Bound Markets STOCKS ARE...
View ArticleA Far-East Fiasco?
I often start my mornings with egg, cheese and turkey sandwich at Panera Bread. This morning was no different. While reading newspapers on my Kindle, sipping hazelnut coffee (I know I just lost...
View ArticleSuper Value In Groceries
SuperValu‘s name and ticker symbol, SVU, are quite contradictory. One indicates a value manager’s dream–super value, a great investment–while the other is an acronym for the special victims unit–a...
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