n <'--Google Analytics-->

RVB's Market Musings

What began here as an avenue to interact and learn has far exceeded those goals.

If you are a prospective employer, please consider this site a place where you can see my passion for investing...

Tuesday, December 19, 2006

Wal-Mart article

I wanted to link to a a great little article called "The Wal-Mart Flap" about Wal-Mart's positioning, written by Jack Trout in Forbes. I agree with Mr. Trout - Wal-Mart needs to realize it is the low-cost leader and position itself so. It even reaffirmed this fact with its $4 prescription drug-plan. If Wallieworld grasps this and rolls, the stock will probably head up because, let's face it, the company still has alot going for it. It is earning above its cost of capital and that is after years of deteriorated returns and their distribution system is still quite a competitive advantage. Could the release of this marketing exec be signal the start of some needed change at WMT?


Post a Comment

<< Home