Joseph Carlson: a call under review

Said on May 17, 2022, at 14:33 in the video.

What was saidMay 17, 2022

@josephcarlsonshow

“i think both of them are going through a lot of troubles they're both stacking on debt walmart had a hugely negative free cash flow quarter home depot stacked on three billion dollars of debt in the quarter they're both guiding for four or five percent earnings growth over the next year and their valuations are still on the high end for retailers”

Watch at 14:33Walmart Stock Just Crashed (-11.38%)

Predictiona call under review

What happened

Not scored

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The window it was checked over

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How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

What was said around it

when you factor in that the rest of the markets in the green right now basically home depot had to beat its earnings by a huge margin just to keep up with the rest of the market so overall even though companies like home depot and walmart are down pretty big year to date walmart's down 9.3 percent home depot's down 26 i don't consider either of these to be stills or situations where i would go out and buy the dip aggressively i think both of them are going through a lot of troubles they're both stacking on debt walmart had a hugely negative free cash flow quarter home depot stacked on three billion dollars of debt in the quarter they're both guiding for four or five percent earnings growth over the next year and their valuations are still on the high end for retailers now moving on we have warren buffett and berkshire hathaway's full 13 f statement which shows all the trades they made last quarter the official trades in it we get a lot of insight into what warren buffett and berkshire hathaway are thinking first of all i went through and highlighted some of the most interesting buys here and the most interesting cells so let's go ahead and go through those we have hpq which is hewlett packard

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