Kroger Is a Steal Compared to Walmart

vanzandt said:
If the deal falls thru because of the FTC, I think Kroger will spike up huge.
They've been deleveraging their balance sheet in advance of this ever since it was announced and they have their net debt/ebitda down to like 1.25 I think. That is LOW. If it falls thru, they'll have to either buyback a ton of shares, or pay a big fat special dividend.
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Or if the deal happens, it might rally as the overhang is eliminated.
 
murray t turtle said:
%%
MOST likely, because its much less valuable than 10 WMT.
10 SPY,
10 MSFT,
10 AAPL,LOL:D:D Congrats on the sell\ KR has a union also, sorry.
Last KR i shopped @ they closed it.
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I don't like the ACI deal tbh. Acquiring Albertsons is pretty complex, and I fear the FTC will continue to drag its feet. On paper it's a great deal for KR, it's immediately accretive to margins via cost savings in redundancies, buying power will nearly match WMT's, and ultimately the consumers will win. But this Administration is gonna waffle for a myriad of reasons, I just know it will. First and foremost, it's gonna be an election year. I'm afraid KR will have to make more concessions, more promises, and spend a lot more money (and time) to get it done. The ceo remains resolute however sooo... the stock may consolidate around this level or a little lower near term until more light is shed on the deal.

EDIT:

newwurldmn said:
Or if the deal happens, it might rally as the overhang is eliminated.
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I was writing at the same time you were.
 
mervyn said:
wish i am a gen z. thanks but no thanks.

work as stock boys in my teenage time when minimum wage was 4.25, any grocery chain is not desirable career path, nor investment for a long term.

kr got no exposures in ny and just one store in fl, just can't compete with local store like Publix or Trader's Joe.
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How can you say that a stock that outperformed the S&P by a factor of three over the last 30 years is not a good long term investment?
 
vanzandt said:
How can you say that a stock that outperformed the S&P by a factor of three over the last 30 years is not a good long term investment?
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because you will not live that long to see another 30 years, for anybody in that matter. remember a&p? a public company too.
 
mervyn said:
because you will not live that long to see another 30 years, for anybody in that matter. remember a&p? a public company too.
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I said it is the type of stock someone young needs in their retirement portfolio. Paramount to long term investment success is a diversified portfolio of quality stocks and a few speculative plays. I mean by your logic, buying the S&P would be a horrible investment. Again you don't make any sense.

And so far... we have yet to see you offer up any of your ideas as to what is a great long term investment.
If you have the next NVDA at $15... buy all means, speak up.
 
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vanzandt said:
I said it is the type of stock someone young needs in their retirement portfolio. Paramount to long term investment success is a diversified portfolio of quality stocks and a few speculative plays. I mean by your logic, buying the S&P would be a horrible investment. Again you don't make any sense.

And so far... we have yet to see you offer up any of your ideas as to what is a great long term investment.
If you have the next NVDA at $15... buy all means, speak up.
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i am all in tech now, and es/nq/ym/cl/zn futures. it is what it is, f*k diversification. waste too many years for the brainwashed safety.

if you want diversification, buy xlp or xly, essential to day-to-day living.
 
mervyn said:
wish i am a gen z. thanks but no thanks.

work as stock boys in my teenage time when minimum wage was 4.25, any grocery chain is not desirable career path, nor investment for a long term.

kr got no exposures in ny and just one store in fl, just can't compete with local store like Publix or Trader's Joe.
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Publix is regional now in 5 states, and Trader Joe's is in 43 states.
 
mervyn said:
remember a&p? a public company too.
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Do I remember? :D
I have good memory, especially for jingles....
Here ya go...

♫ "At A&P.... "weo"... where economy originates".♫

I bet even @Overnight can't find that one. :p

Edit...
I can't find the jingle, but I can hear it.
This is the closest YouTube comes...
 
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