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
Analiza konkurentske pozicije i financijskog zdravlja tvrtke može biti najteži dio kupnje dionica, ali je i najvažniji. Najbolje mjesto za početak je obrazac 10-K tvrtke, koji je godišnje izvješće koje sve javne tvrtke moraju podnijeti SEC-u.
10-K vam može pomoći da naučite puno o tvrtki:
- Kako zarađuje i koliko
- Njegova imovina i obveze
- S vremenom razvija profitabilnost
- Natjecateljski krajolik
- Razni rizici s kojima se tvrtka suočava
- Upravljanje timovima i kako ih motivirati
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.
Stoga biste si trebali postaviti sljedeća pitanja:
- Razumijete li poslovanje i njegove buduće izglede?
- Možete li to nastaviti analizirati kako se vaš posao i industrija razvijaju?
- Given how volatile stocks can be, can you hold or even buy more when they fall?
- Razumijete li vrijednost tvrtke i kakva je u usporedbi s trenutnom tržišnom vrijednošću?
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.
Također, nemojte samo uložiti paušalni iznos novca u dionice, već razmislite kako možete s vremenom dodati novac na poziciju.
4. Otvorite brokerski račun
Iako otvaranje brokerskog računa može zvučati teško, zapravo je vrlo jednostavno i možete ga sve postaviti za otprilike 15 minuta.
Trebali biste odabrati brokera koji odgovara vašim potrebama. Trgujete li često ili rijetko? Trebate visoku razinu usluge ili istraživanja? Je li vam trošak najvažniji faktor? Ako kupite malu količinu dionica, ali ulažete prvenstveno u fondove, neki brokeri nude trgovanje bez provizije isključivo za ta sredstva.
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.
Većina brokera ima "trgovinsku kartu" na dnu svake stranice tako da možete unijeti svoju narudžbu. U nalog brokera upisujete ticker i broj dionica koje si možete priuštiti, ili ako kupujete frakcijske dionice, iznos koji želite uložiti. Zatim unesite vrstu naloga: tržište ili limit. Tržišni nalog kupuje dionicu bez obzira na trenutnu cijenu, dok se ograničeni nalog izvršava tek kada dionica dosegne cijenu koju ste postavili.
Ako kupujete samo nekoliko dionica, najbolje je držati se tržišnih naloga. Čak i ako sada platite više za tržišnu narudžbu, ako dionica nastavi dobro poslovati, to neće imati veliki utjecaj na dugoročnu izvedbu.
Poanta
Kupnja dionica može biti uzbudljiva, ali uspjeh se ne postiže preko noći. Ulagači bi trebali imati dugoročni pogled na svoja ulaganja, a ako vjeruju u dionice dugoročno, trebali bi razmotriti korištenje prosječne cijene u dolarima.
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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