TGT: Off Target

TGT: Off Target

Apparently Walmart (WMT) isn’t the only retailer being hit hard by inflation. Target (TGT) reported earnings Wednesday before the close and its quarter was similarly ruined by inflation and supply chain issues. Operating Margin declined to 5.3% from 9.8% a…

WMT > HD

WMT > HD

The two largest companies reporting earnings this week are Home Depot (HD) and Walmart (WMT) and they both report Tuesday morning. In this blog, I want to compare the two stocks and make the case that WMT > HD in…

DIS Is A Buy

DIS Is A Buy

Disney (DIS) – a stock that I have successfully shorted this year – reported 1Q22 earnings Wednesday afternoon and now looks like a buy to me. Overall revenue was +30% year over year led by Parks & Experiences which is…

Buy The Dip In PLTR

Buy The Dip In PLTR

NASDAQ Futures are currently -2.5%, the 10 year treasury yield is at 3.2% and the dollar is surging. However I would like to break some news: the world is not ending. In fact, I believe the pain trade is now…

SHOP Is Due For A Bounce

SHOP Is Due For A Bounce

Ecommerce platform provider Shopify (SHOP) reported a bad quarter Thursday before the open. Revenue growth decelerated to 22% as the economy reopens and consumers shift more of their spend to brick and mortar from online. SHOP said it expects this…