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Van Cannon
@vancannon · Jun 18

How are you doing with $WMT? Have you been buying the dip, or are you not investing in this dividend?

It's currently back around the TOP values. I'll hold on to my shares.

A community member's personal view, not investment advice. Community Guidelines

RR

I'd lean more towards $TGT or Ahold Delhaize at current pricing, if it's not just the U.S. (I'm sure you know Czech Albert 😉)

VC

Yeah! WMT is now higher than the others, so they have a better chance to grow

BC

I like the company and would like to buy its shares, but at a lower price.

VC

Yeah, right. He's around the max right now.

YE

If I have to choose whether to put my money into a chain store with a P/E of 37.5 or a mass producer without which the world as we know it would stop at a P/E of 37.8, it won't take me too long to think.

Some numbers:

EPS growth past 5y WMT 6% next 5y 5.4%

EPS growth trap 5y ASML 24% next 5y 30%

Margin: WMT gross 24% net 1.8%:))

Margin: ASML gross 51% net 28%

ROIC: WMT 7.8%, ASML 26%

PEG: WMT 7, ASML 1.27

10y performance including two WMT:158.20%, ASML: 895.73%, SPY:228%

VC

I understand, but like I said, it's around TOP prices at the moment, so it's not cheap to buy.

SJ

So it's not too big a dip for me to consider buying 😀

VC

I meant the last one, now it wasn't much

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