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.
Ang 10-K ay makakatulong sa iyo na matuto ng maraming tungkol sa kumpanya:
- Paano ito kumikita at magkano
- Ang mga ari-arian at pananagutan nito
- Ang kakayahang kumita nito ay bubuo sa paglipas ng panahon
- Competitive Landscape
- Iba't ibang panganib na kinakaharap ng kumpanya
- Pamamahala ng mga koponan at kung paano sila hikayatin
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.
Kaya dapat mong tanungin ang iyong sarili sa mga sumusunod na katanungan:
- Naiintindihan mo ba ang negosyo at ang mga prospect nito sa hinaharap?
- Maaari mo bang patuloy na suriin ito habang umuunlad ang iyong negosyo at industriya?
- 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.
Gayundin, huwag lamang mag-invest ng isang lump sum ng pera sa mga stock, ngunit isaalang-alang kung paano ka magdagdag ng pera sa posisyon sa paglipas ng panahon.
4. Magbukas ng brokerage account
Habang ang pagbubukas ng isang brokerage account ay maaaring mukhang mahirap, ito ay talagang medyo simple at maaari mong i-set up ang lahat sa loob ng 15 minuto.
Dapat kang pumili ng isang broker na nababagay sa iyong mga pangangailangan. Madalas ka ba o bihira? Kailangan mo ba ng mataas na antas ng serbisyo o pananaliksik? Ang gastos ba ang pinakamahalagang salik para sa iyo? Kung bumili ka ng maliit na halaga ng mga stock ngunit pangunahing namumuhunan sa mga pondo, ang ilang mga broker ay nag-aalok ng walang komisyon na kalakalan para lamang sa mga pondong iyon.
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.
Karamihan sa mga broker ay mayroong "tiket sa kalakalan" sa ibaba ng bawat pahina upang maipasok mo ang iyong order. Sa utos ng broker, ilalagay mo ang ticker at ang bilang ng mga share na maaari mong bayaran, o kung bibili ka ng fractional shares, ang halagang gusto mong i-invest. Pagkatapos ay ilagay ang uri ng order: market o limitasyon. Ang isang market order ay bumibili ng stock anuman ang kasalukuyang presyo, habang ang isang limit order ay isasagawa lamang kapag ang stock ay umabot sa presyo na iyong itinakda.
Kung bibili ka lamang ng ilang mga stock, pinakamahusay na manatili sa mga order sa merkado. Kahit na magbayad ka ng higit pa para sa isang market order ngayon, kung patuloy na mahusay ang performance ng stock, hindi ito magkakaroon ng malaking epekto sa pangmatagalang performance.
Bottom line
Ang pagbili ng mga stock ay maaaring maging kapana-panabik, ngunit ang tagumpay ay hindi mangyayari sa isang gabi. Ang mga mamumuhunan ay dapat magkaroon ng pangmatagalang pagtingin sa kanilang mga pamumuhunan, at kung naniniwala sila sa stock para sa pangmatagalan, dapat nilang isaalang-alang ang paggamit ng average na gastos sa dolyar.
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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