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Walmart Perseveres

Nov 16th, 2017

Look out Amazon! WMT isn’t scared. Walmart shares were up more than 10% this morning as the company blew past estimates. The company posted online sales growth of 50% for the quarter and noted that food was a major driver as it saw its strongest quarter in 6 years. Same store sales growth of 2.7% exceeded the expectations of 1.7% and sales growth was the highest since 2009. Walmart continues to invest in its online platform and is ready to continue its battle against Amazon. Brick and Mortar stores will continue to have a place in the future economy, but the ones that learn how to properly supplement online without overspending will be the ones that survive and thrive.

These Wings Are Soaring

Nov 14th, 2017

Buffalo Wild Wings (BWLD) soared 25% today due to a $150/share offer from Roark Capital. The stock had been under pressure as it was trading over $175/share last year and found itself trading at a low of $95/share this year. BWLD fits with Roark’s positions in Jimmy Johns, Arby’s, Auntie Anne’s, Carvel, and Moe’s. The company also recently exited a position in Wingstop. While the company has some expertise in food and recent success in wings, Roark is paying 27.4x December 2018 estimated GAAP EPS of $5.47. I would consider that a pricey multiple for wings and beer.

Looking at GE

Nov 13th, 2017

GE was trading down more than 8% to a new a 52 week low as the new CEO announced plans to simplify the business and cut the dividend in half. The CEO, John Flannery, believes the company has become too complicated and plans on reducing its focus to aviation, power, and healthcare. Based on the fundamentals and earnings, I believe this company has been too expensive since 2015 when it was around $28/share. We do not currently hold this company, but we have held it a few different times in the past.

Broadcom Offers $103B for Qualcomm

Nov 7th, 2017

Broadcom made a $130 billion offer for Qualcomm today. This would be the largest tech deal in history and shareholders would get $60 in cash and $10 in Broadcom stock. Qualcomm is likely to reject the offer as they feel like the offer undervalues the company. The uncertainty with the Apple litigation has hurt the earnings estimates moving forward. If we look out to September 2019, estimated GAAP EPS of $2.91 would give us a target sell price of $48.02. This is well below the current price of $62.52 and Broadcom’s offer of $70.


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