Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of MIBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Investment Strategies / Mechanical Investing
Unthreaded | Threaded | Whole Thread (1) |
Author: ValueOrGoHome   😊 😞
Number: of 6131 
Subject: OT: WMT, or other retailers
Date: 04/30/25 5:47 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 1
Is anyone looking at shorting retailers until early 2026? I'm surprised at the high PE Mr. Market is giving many retailers. Lots of articles say the supply constraint of tariffs on China is a week or two away, with price increases or bare shelves happening by then. I read an article that stated if the tariffs last another two weeks, Christmas stock from China could be down by 50%, since April to July is the time those things are being manufactured. I know Walmart stated early on in the tariff talks that they had some plans in place to deal with supply constraints, and I don't doubt they'll make it through the season intact. But I find it hard to see a lot of extra growth to support the currently high PE ratios given the tariff headwinds. Are there other retailers I should look at also?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to ValueOrGoHome here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (1) |


Announcements
Mechanical Investing FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of MI | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community