Gold has landed in our laps ... the ant ipo is stalled due to regulatory issues ... I’m loading up on BABA today , this stock is a Category killer, at some point the ipo will go thru , but China economy is going to steam roll the entire world, covid is getting worse , BABA just went on a spending amd automation spree, BABA is is soon going to be the 4th leg of my big 4 holdings .. ups , Apple , and both google stocks.
kroger has stalled , but I still like this company long term, I see the stores and they are always packed, from morning until night , technology is going to drive the price of food down , at the available pool of workers Looking for low end work is going up, they will be able to pick from the best real estate to open new stores , or they are the anchor store holding a strip mall in business, they can copy what ever Walmart or Amazon’s does that is Successful, and they don’t have to invest in trial and error. Kroger has a better dividend , but Walmart is a more diverse company , I’m keeping an eye on Walmart’s advertising business and if they invest in tech like tic Tok.. kroger also will be more cash rich in 2021. Not at bullish as I was , but I would buy it on a big dip, if it was close to a dividend . but BABA is talking over the world, they make me feel it’s 1850 and they are the company store renewed concept.