It's Thursday, February 18th, but welcome to Marketfoolery.

I'm Chris Hill joining me today, Mr. Jim Gillies.

Good to see you, my friend.

Good to be seen, Chris.

We have a universal dilemma facing investors that we're going to talk about.

We've got a company I've never heard of before today, but Jim is very excited to tell

investors about it, so we'll talk about that.

And we're going to start with the biggest retailer in America.

Walmart's fourth quarter was highlighted by same-store sales in the US up more than eight

and a half percent.

E-commerce sales were up nearly 70 percent.

CEO Doug McMillan talked on the call about the investments that Walmart is planning to

make in 2021, and I am assuming those comments are why shares of Walmart are down 6 percent

this morning.

I think it's silly.

They're down 6 percent this morning.

You are taking the company, the size and breadth and strength of Walmart, one of the few companies

left essentially unscathed.

In fact, customers have been driven to them during the pandemic by the closure of practically

everyone else, and you're going to take down this behemoth retailer by 6 percent in the

day.

If you believe that your portfolio should have what I'll call bedrock positions, on

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