Buying the World s Biggest Retailer

Published on
May 14th, 2018
Duration
8 minutes

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18

Buying the World s Biggest Retailer

Trade Ideas ·
Featuring Chad Morganlander

Published on: May 14th, 2018 • Duration: 8 minutes

Chad Morganlander, portfolio manager at Washington Crossing Advisors, lays out a bullish trade on Walmart. He discusses the catalysts and his positioning in this interview with Justine Underhill. Filmed on May 10, 2018.

Comments

  • TS
    Tod S.
    16 May 2018 @ 18:44
    0 0
    >EV/Sales (WMT vs. AMZN) comparison seems stretched given AWS. >ROIC/ROA has dropped and continues to decline. >AMZN threat well understood but what about Aldi and/or Lidl?
  • SJ
    Stefan J.
    14 May 2018 @ 09:34
    0 0
    No stop loss ?
    • TE
      Tarek E.
      14 May 2018 @ 12:38
      0 0
      Fundamental trade!
    • KS
      Kyd S.
      14 May 2018 @ 16:54
      0 0
      When operating margin falls below 4 %