Stock Market is the bottom in?

[H20fwler]

Walmart bragged about how 75% of their products are supposedly made in the USA...now they are trying to justify the 3-4% price gouge on everything because of China tariffs?

They make 4.5 BILLION $$$$$ profit a year.

I hope they will still let us bag our own groceries.....Pffffft

https://www.cnbc.com/2025/05/15/walmart-wmt-q1-2026-earnings.html

 

[Angus 1895]

Figures don’t lie……..

But liars figure……..

The deals I’m most into with China it seems is apple computer /phone , archery broad heads, and fishing tackle.

 

[KY wild]

Walmart bragged about how 75% of their products are supposedly made in the USA...now they are trying to justify the 3-4% price gouge on everything because of China tariffs?

They make 4.5 BILLION $$$$$ profit a year.

I hope they will still let us bag our own groceries.....Pffffft

https://www.cnbc.com/2025/05/15/walmart-wmt-q1-2026-earnings.html

I simply don't believe WalMart when they say 75% of products are made in USA. It would take some very creative counting to come to that number like....... Since we add US tag to shirt after they make it, we count it or they count a bag of grapes from California as 129 items since it has 129 grapes.

 

[jsasker007]

Polaris moved a bunch of their stuff to Mexico a few years back.

 

[Foggy47]

I think we all know of local manufacturing companies that have relocated their manufacturing to Mexico or to Asian countries. Typically they keep the engineering, sales, and some level of customer service here in the USA as they utilize the lower cost labor and overheads of foreign sources. Both of my Son-in-laws work for such companies and have seen the corporate offices downsized as well. Then the company is bought by a conglomerate whom further canabalizes the company by absorbing a few employees and integrating the manufacturing. Some of the companies that acquire are now foreigners....such as wealthy European tech or multinational companies.

Even my little company was first bought by three USA companies and then ended up being owned by "mid ocean partners" the same folks whom later created Vista Outdoors....whomever that is. At some point there is no face or known "personality" running the operations....is just hedge funds and conglomerates where the top level management does not even know what they own or anything about the products they produce. While many of the products are old standby items, many of the products have become outdated or somewhat irrelevant due to new technology replacing the old product lines.

You really dont have to look beyond our auto industry to see this happening. Same for home appliances, medical supplies, hydraulic components, metals, materials, and more. Or, how about a company like 3M ? they have not built a plant in Minnesota in 40 years.

Not sure there is a solution. Things keep changing. "who moved my cheese"....comes to mind.

 

[Howboutthemdawgs]

Mexico isn’t domestic. Doesn’t check the box of buying American.

 

[jsasker007]

Several stocks that I buy I have no idea where the companies are located and it doesn't matter much to me as long as they make me $$$$. jmo

 

[Foggy47]

Several stocks that I buy I have no idea where the companies are located and it doesn't matter much to me as long as they make me $$$$. jmo

Yep.....whenever I look at some of these large companies......I TRY to look at the products they make. But the stock synopsis seldom talks about the products or break-threw tech they have coming.....rather they just talk about numbers. Seems the tech of making Coca Cola or the "secret sauce" of another product does not matter to investors very much. Instead they sometimes talk about a "wide moat" or some other such thing.

 

[buckvelvet]

I know I would be in a much better place if the government would stop stealing 1/3 of every paycheck I will ever have. Don't even want to think about how much better off I would be. Everyone working for a living is getting hosed by the government.

This kind of stuff pisses me off every pay stub....those that have jobs that pay overtime is even worse, thats when you know, something is freaking wrong.

 

[Jerry-B-WI]

Several stocks that I buy I have no idea where the companies are located and it doesn't matter much to me as long as they make me $$$$. jmo

Does the ethics of a company come into play for a buying decision? You know, would you buy stock in a company that's making money for you that uses "woke" advertising. Or supports "woke" ideology with it's profits.

 

[Howboutthemdawgs]

I have had this feeling for a while that I don’t trust this Jensen Huang guy. The blood ties to China are too deep for almost 99% of them I feel like

https://www.cnbc.com/2025/05/16/nvidia-chips-china-shanghai.html

 

[jsasker007]

Does the ethics of a company come into play for a buying decision? You know, would you buy stock in a company that's making money for you that uses "woke" advertising. Or supports "woke" ideology with it's profits.

It probably shouldn't but for me it does to a point. BUD lost my support for their efforts.

 

[Foggy47]

It probably shouldn't but for me it does to a point. BUD lost my support for their efforts.

Yep.....and I told my investment folks to get me out of Disney about a year ago. I am not investing in DEI companies with Woke ideals. Screw 'em. I'm a bit on the bubble with Costco.....but I am hoping they will change.

 

[bwoods11]

Does the ethics of a company come into play for a buying decision? You know, would you buy stock in a company that's making money for you that uses "woke" advertising. Or supports "woke" ideology with it's profits.

For me, it used to. For instance I wouldn’t buy Nike stock . Now, I try to just buy good companies. Less worried about that .

Another example, I’m not a smoker but I bought a lot of MO (Altria) at $39-44. It pays a sweet dividend and the stock is up to $58/share.

 

[Bill]

Does the ethics of a company come into play for a buying decision? You know, would you buy stock in a company that's making money for you that uses "woke" advertising. Or supports "woke" ideology with it's profits.

I told my people avoid buying stocks with good ESG scores. If your concentrating on woke over profit you’re an idiot.

 

[Jerry-B-WI]

When I was managing my own portfolio I didn't care about wokeness or ethics. I'm in it to make money. I tell the manager I have now to make me money. If a person was really worried about wokeness and DEI there would be few companies that make money and would be investable.

I had my share of MO and BTI didn't care. I'm in it for money.

 

[jsasker007]

I'm not super in tune with what most companies are promoting or doing behind the scenes but the blatant support of tiny percentage of their customers over the huge majority of their investors just doesn't strike me as good business by the company. When they turn on the majority of the people buying their stocks I don't see them growing their business or their profits. jmo

 

[H20fwler]

I simply don't believe WalMart when they say 75% of products are made in USA. It would take some very creative counting to come to that number like....... Since we add US tag to shirt after they make it, we count it or they count a bag of grapes from California as 129 items since it has 129 grapes.

I agree, I think it’s closer to the opposite. Most things I have seen in there are made in Asia.

It's even conflicting on the internet.

FACT SHEET: Walmart's Made in America Pledge - Alliance for American Manufacturing

Walmart kicks off its annual U.S. Manufacturing Summit in Arkansas on Tuesday, highlighting progress in its 10-year commitment to purchase $250 billion in American-made goods. With approximately 80 percent of Walmart’s suppliers still located in China, we’ll let the facts speak for themselves: 5...

www.americanmanufacturing.org

https://www.axios.com/2025/04/29/walmart-products-made-america-small-business-program

The CFO John Rainey is the one that has been touting the 75% made in america lie...he must be thinking the fresh produce area.

 

[jsasker007]

Lots of "tell the people what they want to hear" goes on in many businesses. No shortage of false claims.

 

[jsasker007]

SMCI signed a deal with data volt worth 20 billion dollars recently. Price has been going up. Believe the future should be pretty bright for SMCI. We'll see.