Costco Wholesale

COST-Q

NASDAQ:COST

308.31
1.25 (0.40%)
Costco Wholesale Corporation, trading as Costco, is the largest American membership-only warehouse club.
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Analysis and Opinions about COST-Q

Signal
Opinion
Expert
HOLD
HOLD
June 25, 2019

A fine holding to keep. They have proven their membership and pricing model works and they can even thrive in the digital era -- even against Amazon.

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A fine holding to keep. They have proven their membership and pricing model works and they can even thrive in the digital era -- even against Amazon.

BUY WEAKNESS
BUY WEAKNESS
May 29, 2019
Its average shopper has one of the highest per capita incomes in the US. He has looked to buy it many times, but it is always a little too expensive in term of multiples.
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Its average shopper has one of the highest per capita incomes in the US. He has looked to buy it many times, but it is always a little too expensive in term of multiples.
BUY
BUY
May 29, 2019
Going into the next couple of months, market's missed where the US consumer is right now. Wealth effect is being generated into the next quarters. Thinks consumer numbers will be better, and this will benefit Costco. Expensive, but offers value now.
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Going into the next couple of months, market's missed where the US consumer is right now. Wealth effect is being generated into the next quarters. Thinks consumer numbers will be better, and this will benefit Costco. Expensive, but offers value now.
COMMENT
COMMENT
May 28, 2019
This is a huge engine that has continued to post strong numbers. They generate a lot of cash. This is a real growth stock. It is difficult to buy this stock at any reasonable valuation. It has never traded below 20X earnings over the last 5 years. It is a very low margin and is all about turnover. They generate about 25% of their revenues from membership fees. The business executes well.
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This is a huge engine that has continued to post strong numbers. They generate a lot of cash. This is a real growth stock. It is difficult to buy this stock at any reasonable valuation. It has never traded below 20X earnings over the last 5 years. It is a very low margin and is all about turnover. They generate about 25% of their revenues from membership fees. The business executes well.
HOLD
HOLD
May 22, 2019
One of the few retailers battling against Amazon, due to their loyal customers. They make all their money on memberships -- making only 17% margin on products sold. He likes their business model and expects them to do well even during a prolonged Chinese trade war.
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One of the few retailers battling against Amazon, due to their loyal customers. They make all their money on memberships -- making only 17% margin on products sold. He likes their business model and expects them to do well even during a prolonged Chinese trade war.
COMMENT
COMMENT
May 22, 2019
This has hit a new 52 week high. Franchise is fantastic. They make a lot of money off their memberships. It is an expensive stock and has about a 10% growth rate. He prefers more defensive areas such as Dollar Stores. He does like Costco though
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This has hit a new 52 week high. Franchise is fantastic. They make a lot of money off their memberships. It is an expensive stock and has about a 10% growth rate. He prefers more defensive areas such as Dollar Stores. He does like Costco though
HOLD
HOLD
May 8, 2019
He is not huge into staples right now. They announced a $4 billion share buyback. Earnings are trending higher. There are others in the space that offer better value for investors. They do things well and will continue to do well. If you are in the space, you should own this.
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He is not huge into staples right now. They announced a $4 billion share buyback. Earnings are trending higher. There are others in the space that offer better value for investors. They do things well and will continue to do well. If you are in the space, you should own this.
BUY WEAKNESS
BUY WEAKNESS
May 7, 2019

A struggle--a retailer competing against Amazon yet thriving through quality merchandise. But COST needs a better entry price. Brilliantly run company

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A struggle--a retailer competing against Amazon yet thriving through quality merchandise. But COST needs a better entry price. Brilliantly run company

BUY
BUY
March 14, 2019
Safe place to be. Constantly produces high single digit growth. Good balance sheet. They treat their employees well and that counts in the long term. They haven't been Amazoned yet.
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Safe place to be. Constantly produces high single digit growth. Good balance sheet. They treat their employees well and that counts in the long term. They haven't been Amazoned yet.
COMMENT
COMMENT
March 12, 2019
As a long-term hold? A great company that keeps producing results. Trades at a high multiple in the retail space. If you own a lot of this in your portfolio, say over 10%, then take some money off the table.
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As a long-term hold? A great company that keeps producing results. Trades at a high multiple in the retail space. If you own a lot of this in your portfolio, say over 10%, then take some money off the table.
DON'T BUY
DON'T BUY
February 6, 2019
A great business model driven by memberships which mostly makes up their $3 billion net profit. A very good company. But it trades at 27x earnings, which has always puzzled him--why so high? This makes COST risky. So, any misstep can be costly.
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Costco Wholesale (COST-Q)
February 6, 2019
A great business model driven by memberships which mostly makes up their $3 billion net profit. A very good company. But it trades at 27x earnings, which has always puzzled him--why so high? This makes COST risky. So, any misstep can be costly.
HOLD
HOLD
February 1, 2019
They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.
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Costco Wholesale (COST-Q)
February 1, 2019
They continue to thrive against Amazon and he likes their business model. Upside in the stock price will depend on the health of consumer spending. A good core holding.
COMMENT
COMMENT
January 23, 2019
It's done very well, but its valuation is high at 27X forward earnings with an 11% growth rate. Strong same-store sales and membership renewals (at 90%). Their sales are twice as high as their competitors. Long-term, they must have more of an online presence and service to compete. Also, in the future will millennials buy memberships?
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Costco Wholesale (COST-Q)
January 23, 2019
It's done very well, but its valuation is high at 27X forward earnings with an 11% growth rate. Strong same-store sales and membership renewals (at 90%). Their sales are twice as high as their competitors. Long-term, they must have more of an online presence and service to compete. Also, in the future will millennials buy memberships?
DON'T BUY
DON'T BUY
January 17, 2019
Doesn't like retail, because where's the advantage coming from? But it would be better than a Nordstrom, for example. What price do you want to pay based on its valuation? What kind of growth are you going to get?
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Costco Wholesale (COST-Q)
January 17, 2019
Doesn't like retail, because where's the advantage coming from? But it would be better than a Nordstrom, for example. What price do you want to pay based on its valuation? What kind of growth are you going to get?
WATCH
WATCH
January 17, 2019
It is a great model because of the annual membership fee. There is not a lot of competition with on-line. The time to buy was December. If it checked back a bit he would add it to portfolios.
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Costco Wholesale (COST-Q)
January 17, 2019
It is a great model because of the annual membership fee. There is not a lot of competition with on-line. The time to buy was December. If it checked back a bit he would add it to portfolios.
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