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Bill Combs
@billcombs · Nov 21

Target reported its results on Wednesday, which were not good at all, and $TGTstock subsequently fell more than 20%. Overall, I'm not very impressed with this company and if I had to pick a company in this sector, I'd pick $WMT, but I don't want their stock in my portfolio either.

What is your opinion of Target?

TM

This could be an interesting buying opportunity. But I'm definitely not buying TGT.

CB

Why don't you shop?

MS

In my opinion the much better one is really the $WMT, it has better revenue performance and overall js a better company.

NT

This sector is quite cyclical and I would probably prefer to avoid it.

MS

For example, $WMT is growing quite steadily, why is it cyclical?

JS

I agree. At least they certainly don't plan to include $TGT in the portfolio. I quite like the $WMT company, but the price is too high for me now.

BC

Exactly, WMT is great and its performance is great too, but currently the pricing is too high.