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Katherine: So Sarge, Walmart posted earnings that beat Wall Street's expectations, and they raised guidance, which is something that we're not really seeing a whole lot this earnings season. What are your latest thoughts on Walmart?

Sarge: I'm impressed. I, I - The fact that they're a retailer in this environment is just almost astounding. They're becoming much more competitive. You can lump them in with Target and with Amazon as, as the new leaders or maybe the old, they've been around a while, but they are the, they are the retailers with scale, with the, with technology, with, with the understanding of the customer database really. These are the ones that can move on. And, I'm long Amazon, so I'm talking my own book. I'm trying to get long Walmart because I sold it a couple of weeks ago and now I want it back. Target's coming up. I, really want a piece of that I haven't gotten in yet, but I don't really want to expand the retail beyond these three names. That said I still have a long in Kohl's. But that's really because it's a bad position. And I'm working my way out of it. It's not because I really want to be there, but let's see how that turns out.

Put a smile on your face. 

That's what happened with Real Money contributor Stephen Guilfoyle after he saw Real Money's Stock of the Day Walmart's (WMT - Get Report) earnings. 

"The fact that they're a retailer in this environment is just almost astounding. They're becoming much more competitive. You can lump them in with Target and with Amazon as, as the new leaders or maybe the old, they've been around a while, but they are the, they are the retailers with scale, with the, with technology, with, with the understanding of the customer database really. These are the ones that can move on," said Guilfoyle. 

"I'm trying to get long Walmart because I sold it a couple of weeks ago and now I want it back. Target's coming up. I, really want a piece of that I haven't gotten in yet, but I don't really want to expand the retail beyond these three names," he continued. 

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