Walmart is one of the major retailers with an enviable logistics system that keeps prices low for consumers. While its tactics have been the target of various criticisms, there’s no denying that Walmart has been successful.
The company’s revenue continues to grow, but it’s not growing as fast as it once did with annual sales of more than $5 trillion. Still, the company generates billions of dollars in profits and remains a retail giant.
If you’re considering buying stock at Walmart, here’s how to do it and what you need to know before you decide.
1. Analyze Walmart and its financials
Analyzing a company’s competitive position and financial health can be the hardest part of buying stocks, but it’s also the most important. The best place to start is the company’s Form 10-K, which is the annual report that all public companies must file with the SEC.
10-K може да ви помогне да научите много за компанията:
- Как печели пари и колко
- Неговите активи и пасиви
- Неговата доходност се развива с течение на времето
- Конкурентен пейзаж
- Различни рискове, пред които е изправена компанията
- Управление на екипи и как да ги мотивирате
An annual report is a good first step to learning more about a company, but you want to do more than that. You should check what other companies are doing to compete as it is important to have a broader view of the industry.
For example, Walmart competes in one of the toughest categories: consumer retail. It faces competition from more general retailers like Target and Costco, as well as traditional grocers like Kroger, Safeway and Publix. There are also new competitors like Amazon, eBay and many other online retailers that offer generic and niche products that don’t fit Walmart’s high-volume business model. But Walmart has also pushed hard with its own online initiatives.
2. Does Walmart make sense in your portfolio?
Overall, Walmart is a solid choice, one of 30 companies in the Dow Jones Industrial Average, making it one of the most owned companies in the world. But investors looking for more growth or less challenging sectors need to ask themselves whether the Bentonville giant is a good fit for their portfolio. Still, Walmart has shown enough resilience in the face of competition, paying a nearly 50-year streak of dividend increases and attracting investors who want regular cash payments.
Така че трябва да си зададете следните въпроси:
- Разбирате ли бизнеса и бъдещите му перспективи?
- Можете ли да продължите да го анализирате, докато вашият бизнес и индустрия се развиват?
- Given how volatile stocks can be, can you hold or even buy more when they fall?
- Do you understand the value of the company and how it compares to the current market value?
3. How much investment you can afford
How much you can afford to invest has less to do with Walmart and more to do with your personal financial situation. Stocks can be volatile. So to give your investment time to pay off, you should be able to keep your money in stocks for at least three to five years. This means you should be able to live without money for at least that long.
Commitment to holding the stock for three to five years is important. You hate having to sell a stock when it’s nearing a bottom, only to see it bounce higher after you exit your position. By sticking to a long-term plan, you can ride out the ups and downs of stocks.
If you invest in individual stocks, you should probably keep the percentage of each individual position between 3% and 5%. That way, you’re not seriously exposed to investments that destroy your portfolio. If the stock has a higher business risk, you can choose a lower percentage than this range.
Също така, не инвестирайте просто еднократна сума пари в акции, но помислете как можете да добавите пари към позицията с течение на времето.
4. Открийте брокерска сметка
Въпреки че отварянето на брокерска сметка може да звучи трудно, всъщност е доста просто и можете да настроите всичко за около 15 минути.
Трябва да изберете брокер, който отговаря на вашите нужди. Търгувате ли често или рядко? Имате нужда от високо ниво на обслужване или проучване? Цената ли е най-важният фактор за вас? Ако купувате малко количество акции, но инвестирате предимно във фондове, някои брокери предлагат търговия без комисионна изключително за тези фондове.
After opening an account, you need enough funds to buy Walmart stock. But you can do this completely online, and it’s easy.
With Walmart stock trading around $120 per share in May 2022, you probably won’t have enough money to buy an entire share. Several brokers, including Charles Schwab and Fidelity, have started offering fractional shares to help with this, allowing you to invest for just a few dollars.
5. Buy Walmart stock
Once you’ve decided to buy Walmart stock and open and fund your brokerage account, you can set up your order. When entering your order, use the company symbol – WMT.
Повечето брокери имат „търговски билет“ в долната част на всяка страница, за да можете да въведете поръчката си. В нареждането на брокера въвеждате тикера и броя акции, които можете да си позволите, или ако купувате дробни акции, сумата, която искате да инвестирате. След това въведете типа поръчка: пазарна или лимитирана. Пазарната поръчка купува акция независимо от текущата цена, докато лимитираната поръчка се изпълнява само когато акцията достигне зададената от вас цена.
Ако купувате само няколко акции, най-добре е да се придържате към пазарните поръчки. Дори и да платите повече за пазарна поръчка сега, ако акцията продължи да се представя добре, това няма да има голямо влияние върху дългосрочното представяне.
Долен ред
Купуването на акции може да бъде вълнуващо, но успехът не се постига за една нощ. Инвеститорите трябва да гледат дългосрочно на инвестициите си и ако вярват в акциите в дългосрочен план, трябва да обмислят използването на средната цена в долари.
In dollar average cost, investors add a certain amount of money to their positions over time, which can be really helpful when stocks fall and allow them to buy more. High-flying stocks can fall from time to time, so this strategy can help you get lower purchase prices and higher overall profits.
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