Costco Wholesale

COST-Q

NASDAQ:COST

370.69
0.03 (0.01%)
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
BUY WEAKNESS
BUY WEAKNESS
January 4, 2021

E-commerce will continue to be a trend this year with Covid; it's here to stay. This will be the year of Walmart and Costco, both of which were crushed today, but that means a buying opportunity.

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E-commerce will continue to be a trend this year with Covid; it's here to stay. This will be the year of Walmart and Costco, both of which were crushed today, but that means a buying opportunity.

Jim Cramer - Mad Money
Price
$380.150
Owned
Unknown
PARTIAL SELL
PARTIAL SELL
December 29, 2020

He ranks Walmart ahead of Costco, since Walmart is reinventing themselves in e-commerce and healthcare. Has greatly benefitted a lot ffrom the lockdown, but that tailwind won't repeat in 2021. Valuation is now high, in the 30s. Take some profits here and hold onto the rest.

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Costco Wholesale (COST-Q)
December 29, 2020

He ranks Walmart ahead of Costco, since Walmart is reinventing themselves in e-commerce and healthcare. Has greatly benefitted a lot ffrom the lockdown, but that tailwind won't repeat in 2021. Valuation is now high, in the 30s. Take some profits here and hold onto the rest.

John Zechner
Price
$371.700
Owned
Unknown
BUY
BUY
December 14, 2020

WMT-N vs. COST-Q. Both names are core consumer staples companies. WMT-N has done a good job of transitioning to e-commence. COST-Q have this membership fee and every time they raise it, it all falls to the bottom line. She would prefer WMT-N because the multiple is lower, but would buy either one of them.

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Costco Wholesale (COST-Q)
December 14, 2020

WMT-N vs. COST-Q. Both names are core consumer staples companies. WMT-N has done a good job of transitioning to e-commence. COST-Q have this membership fee and every time they raise it, it all falls to the bottom line. She would prefer WMT-N because the multiple is lower, but would buy either one of them.

Christine Poole
Price
$373.920
Owned
No
BUY
BUY
November 23, 2020
An essential retailer during lockdowns and was among the first to demand customers wear a mask. Seasonality suggests a strong holiday season for them starting now. They are improving their e-commerce operation, too.
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Costco Wholesale (COST-Q)
November 23, 2020
An essential retailer during lockdowns and was among the first to demand customers wear a mask. Seasonality suggests a strong holiday season for them starting now. They are improving their e-commerce operation, too.
Jim Cramer - Mad Money
Price
$381.710
Owned
Unknown
HOLD
HOLD
November 17, 2020
The pandemic drove grocery sales. This has had a great year and just rewarded shareholders with a special dividend. Hold onto this because it will continue to perform for years to come.
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Costco Wholesale (COST-Q)
November 17, 2020
The pandemic drove grocery sales. This has had a great year and just rewarded shareholders with a special dividend. Hold onto this because it will continue to perform for years to come.
Peter Hodson
Price
$384.680
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 30, 2020
(A Top Pick Aug 07/20, Up 6%) Continues to like it. An all-weather stock. Nothing has stopped their trajectory so regardless of the risks in the market, they have done well. They take very low margins which is great for consumers who can buy at rock-bottom prices. There is also less labour because it is a warehouse style store. A great business model.
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Costco Wholesale (COST-Q)
October 30, 2020
(A Top Pick Aug 07/20, Up 6%) Continues to like it. An all-weather stock. Nothing has stopped their trajectory so regardless of the risks in the market, they have done well. They take very low margins which is great for consumers who can buy at rock-bottom prices. There is also less labour because it is a warehouse style store. A great business model.
Shane Obata
Price
$358.110
Owned
Yes
BUY
BUY
October 14, 2020
If Biden wins COST has enough money on its books to pay a huge special dividend. With Biden winning, dividend taxes may rise, which would sput COST to pay their special dividend sooner than later.
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Costco Wholesale (COST-Q)
October 14, 2020
If Biden wins COST has enough money on its books to pay a huge special dividend. With Biden winning, dividend taxes may rise, which would sput COST to pay their special dividend sooner than later.
BUY
BUY
October 9, 2020
Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid If you must shop in person, Costco has the safest, toughest policies, which demand you wear a mask, plus they offer the widest aisles for social distancing.
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Part of his Fear Factor portfolio of stocks that will thrive with or without government stimulus during Covid If you must shop in person, Costco has the safest, toughest policies, which demand you wear a mask, plus they offer the widest aisles for social distancing.
Jim Cramer - Mad Money
Price
$369.460
Owned
Unknown
STRONG BUY
STRONG BUY
September 25, 2020

It reported great numbers yesterday. New customers will stick with them after Covid. Analysts keep underestimating the staying power of these Covid stocks. The stock went down after strong earnings, because analysts are skeptical about the duration of the pandemic. Memberships rise 5% annually. They have excellent managers who pay their staff well. With colder weather, their patio heaters will sell well, he predicts, because Costco sells it cheaper than Amazon. Let's face it: America has royally screwed up controlling the virus, so expects these Covid stocks to endure.

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Costco Wholesale (COST-Q)
September 25, 2020

It reported great numbers yesterday. New customers will stick with them after Covid. Analysts keep underestimating the staying power of these Covid stocks. The stock went down after strong earnings, because analysts are skeptical about the duration of the pandemic. Memberships rise 5% annually. They have excellent managers who pay their staff well. With colder weather, their patio heaters will sell well, he predicts, because Costco sells it cheaper than Amazon. Let's face it: America has royally screwed up controlling the virus, so expects these Covid stocks to endure.

Jim Cramer - Mad Money
Price
$342.580
Owned
Unknown
BUY
BUY
September 23, 2020

COST vs. WMT vs. AMZN Good management team, good long-term grower. Strategic, smart decisions. Walmart just jumps around too much. They should stick to their knitting, but instead management is always trying to play catch up in different arenas. But, quite frankly, the one to own in this space is Amazon.

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Costco Wholesale (COST-Q)
September 23, 2020

COST vs. WMT vs. AMZN Good management team, good long-term grower. Strategic, smart decisions. Walmart just jumps around too much. They should stick to their knitting, but instead management is always trying to play catch up in different arenas. But, quite frankly, the one to own in this space is Amazon.

John O'Connell, CFA
Price
$345.330
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
September 18, 2020
Wait for weakness. They keep delivering strong numbers, but also those are baked into the stock price. It often goes down after the quarterly report, even when it outperforms peers. He's hoping for a special dividend.
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Costco Wholesale (COST-Q)
September 18, 2020
Wait for weakness. They keep delivering strong numbers, but also those are baked into the stock price. It often goes down after the quarterly report, even when it outperforms peers. He's hoping for a special dividend.
Jim Cramer - Mad Money
Price
$335.960
Owned
Unknown
TOP PICK
TOP PICK
September 9, 2020
With Covid, we all changed our habits. Has taken a lot of market share from small businesses. People want to shop once, in a big space. Everything's under one roof. Likes the membership plan and services like travel and delivery. Trading at an expensive 36x, but not a lot of businesses are comparable. Yield is 0.82%. (Analysts’ price target is $353.79)
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Costco Wholesale (COST-Q)
September 9, 2020
With Covid, we all changed our habits. Has taken a lot of market share from small businesses. People want to shop once, in a big space. Everything's under one roof. Likes the membership plan and services like travel and delivery. Trading at an expensive 36x, but not a lot of businesses are comparable. Yield is 0.82%. (Analysts’ price target is $353.79)
David Baskin
Price
$347.110
Owned
Yes
COMMENT
COMMENT
August 21, 2020
Best retailer to invest in. He would hold off in investing in any of them right now. Large cap retailers are capturing market share and growing revenues. However, it's not going to last forever and the valuation has climbed up very quickly. Longer-term they are great retail franchises but expensive right now.
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Best retailer to invest in. He would hold off in investing in any of them right now. Large cap retailers are capturing market share and growing revenues. However, it's not going to last forever and the valuation has climbed up very quickly. Longer-term they are great retail franchises but expensive right now.
Chris Blumas
Price
$344.610
Owned
Unknown
TOP PICK
TOP PICK
August 7, 2020
A great all-weather company. Revenue has always remained stable going back 20 years. The stock cannot lose. The value proposition for customers is hard to argue. The gross margin is very low compared to peer groups. Retention rates are at 90%. Their e-commerce segment is also growing at 75%. (Analysts’ price target is $336.46)
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A great all-weather company. Revenue has always remained stable going back 20 years. The stock cannot lose. The value proposition for customers is hard to argue. The gross margin is very low compared to peer groups. Retention rates are at 90%. Their e-commerce segment is also growing at 75%. (Analysts’ price target is $336.46)
Shane Obata
Price
$340.950
Owned
Yes
WEAK BUY
WEAK BUY
June 18, 2020
Sobeys had an 18% increase in earnings even after the extra cost of front line workers. A lot of people are flocking to local supermarkets. As people become more comfortable wearing masks, visits to Costco will become much more meaningful. Longer term this company is effectively a tax on consumption. He prefers other options and would prefer to see this one a little bit cheaper.
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Sobeys had an 18% increase in earnings even after the extra cost of front line workers. A lot of people are flocking to local supermarkets. As people become more comfortable wearing masks, visits to Costco will become much more meaningful. Longer term this company is effectively a tax on consumption. He prefers other options and would prefer to see this one a little bit cheaper.
Darren Sissons
Price
$299.535
Owned
No
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