Walmart: “The news of our death by Amazon has been greatly exaggerated”

Here is my most boring holding, finally moving after proving that Amazon has not quite yet taken over the whole world. Not bad for an old brick ‘n mortar box store catering to the everyman who does not shop at Whole Foods.


I have had an erratic earnings season with some big winners and a few clunkers. Positive on balance as far as non-gold stocks go.

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