Weekly State Of The Market: Segment 2

  • Share repurchase programs have only accounted for roughly 3% of EPS growth in 2018. There are many myths that surround the strength of the market and many permabears have promoted that the market has only gone up based on buybacks. This is not true. Study by JPM (See Chart) Buyback legislation is highly improbable as it won't stop companies from increasing shareholder value in one form or another. (40-44 minutes in)

  • Wal-Mart earnings beat analysts' estimates but there was a key interest in online sales growth of 43% for Q4 2018.  Discussion on how retailer record online sales that are part of the buy-online-pick-up-in-store (BOPUS). Seth Golden will be interviewed on TDNetwork on Tuesday at 9:00 a.m. EST (45-54 minutes in)

  • Discussion on specific retailers such as SHLD, M, JCP and TGT. Which retailers will survive over the next 5-10 years and why. Concluding thoughts on the market and what may be the near-term moves to come. (54-60 minutes in)

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