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Wal-Mart Stores Inc. Message Board

madrnilker70 3 posts  |  Last Activity: Feb 12, 2015 11:33 AM Member since: Mar 22, 2012
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  • Reply to

    Food Stamps For Muslims

    by sayuthink Feb 11, 2015 3:04 PM
    madrnilker70 madrnilker70 Feb 12, 2015 11:33 AM Flag

    he isn't named barack hussein for nothin'

  • Reply to

    Food Stamps For Muslims

    by sayuthink Feb 11, 2015 3:02 PM
    madrnilker70 madrnilker70 Feb 12, 2015 11:32 AM Flag

    Thanks Obama!

  • As Wal-Mart enters the second year under CEO Doug McMillon’s tenure, the company appears poised to make significant strategic decisions. In year one, the company moved aggressively to reconfigure its senior management team. Changes made across several major operational and merchandising roles appear to reflect McMillon’s re-evaluation of corporate strategic priorities and a consolidation of leadership. We believe a reconfiguration of the company is now a distinct possibility. Under McMillon, Wal-Mart appears to be shifting to a more active management style of its portfolio, holding its international operations to higher standards. We think the outcome will ultimately be a reallocation of capital resources away from less promising divisions, much as Wal-Mart’s global rivals have already done…

    We analyze what Wal-Mart would look like if it exited lower return international operations, including Brazil and Asia, and spun off Sam’s Club. Combined, the transactions could free up an estimated $14.4 bn in cash, which could be used to buy back an incremental 154 mn shares (5% of the current share base). The resulting company would see 7-9% EPS growth in 2016-18 and could return to CFROI® levels last seen in 2006-07. Dividend growth could lead to close to 3% yield…

    As the retail industry continues “shake out,” Wal-Mart is in a better position to be proactive rather than reactive to these developments. In the near term, Wal-Mart’s domestic business benefits from consistent strategy and improving spending power for the core low-end customer. WMT remains the price leader in the consumables market, as its more discretionary merchandising is beginning to gain traction. At the same time, energy cost savings for Wal-Mart’s core customer are likely to accelerate in 1H15. These conditions point to positive signs for a re-acceleration in Wal-Mart’s core domestic business in 2015. We reiterate our Outperform rating and raise our target price to $95 (from $87). We adjust our 2015E EPS

82.25-0.28(-0.34%)Mar 31 4:03 PMEDT