Wall Street Unplugged
Episode: 531July 6, 2017

John Petrides: The Next Retail Takeover

The next retail takeover
Welcome to another episode of Wall Street Unplugged.He’s back…Managing Director at Point View Wealth Management and Wall Street Unplugged all-time favorite, John Petrides, joins the show once again.Normally, we jump from one sector to another. But today, we’re turning our focus to only one…Retail.Just last week, a surprisingly big acquisition took place in the sector: Private equity firm Sycamore bought out Staples for $10.25 per share… in a deal valued close to $7 billion.And shares of Staples, which have been on a steady decline for the past decade, finally found some life.In today’s low interest rate environment, on top of a severely depressed and cheap retail sector, John predicts that this is only the beginning of these takeover deals.On the show, we each give away our best guesses at which retailer is next. Including one big-box that just might be Jeff Bezos’s next lunch…You heard it here first.Good Investing, Frank Curzio

Links & Resources

Stocks Mentioned

  • US Global Gold (GOAU)
  • Staples Inc. (SPLS)
  • Amazon (AMZN)
  • Whole Foods (WFM)
  • Macy’s (M)
  • Target (TGT)
  • Best Buy (BBY)
  • Home Depot (HD)
  • Wal-Mart (WMT)
  • Kroger (KR)
  • Hertz (HTZ)
  • General Electric (GE)
  • Microsoft (MSFT)
  • Bad Bath & Beyond (BBBY)
  • Nike (NKE)
  • International Business Machines (IBM)

Curzio Research publishes market commentary for informational and educational purposes. The opinions expressed and market conditions when the content is published may change. It is not personalized investment advice or an offer to buy or sell securities. Investing involves risk, including possible loss of principal. Do your own research and consult a qualified investment professional before making investment decisions.

Terms of Use | Legal | Privacy Policy

Have a question for Frank and Daniel,
submit it here: askcurzio.com

Follow Frank's Wall Street Unplugged podcast

“I follow you. I’ve gotten amazing ideas for my shows from you.”

Jim CramerMad Money
More Wall Street Unplugged

The cooler PCE isn’t the win you might think

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal.

Political headwinds can’t derail the AI trade

Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day.

The market is facing the perfect storm

The perfect storm to push stocks lower. Plus, how Warsh can help ease market fears… Why hyperscalers need to slow AI spending… JB Hunt (JBHT) just sounded the alarm on energy prices… And why did the Clarity Act fail?