Buying the World’s Biggest Retailer

Featuring Chad Morganlander

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.

Published on
14 May, 2018
Topic
US Economy, Micro, Trading
Duration
8 minutes
Asset class
Equities
Rating
17

Comments

  • TS

    Tod S.

    16 5 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 5 2018 09:34

    0       0

    No stop loss ?

    • TE

      Tarek E.

      14 5 2018 12:38

      0       0

      Fundamental trade!

    • KS

      Kyd S.

      14 5 2018 16:54

      0       0

      When operating margin falls below 4 %