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
TOP PICK
TOP PICK
June 15, 2020
There is more growth coming as people are scared to go to restaurants. They care about their shareholders and there are years and years of growth ahead for their stores. (Analysts’ price target is $319.28)
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There is more growth coming as people are scared to go to restaurants. They care about their shareholders and there are years and years of growth ahead for their stores. (Analysts’ price target is $319.28)
Barry Schwartz
Price
$296.355
Owned
Yes
TOP PICK
TOP PICK
June 9, 2020

A defensive, low-beta name. COST hasn't participated in the current rally, but are a dominant name. Their membership renewal rates rate 90%. Their strategy is to sell high-quality goods at reasonable prices attracts customers. Also, they carry 3,700 items vs. 147,000 items at Walmart, so Costco can leverage their buying power. In a post-pandemic world, retail heavyweights like this will capture more market share. (Analysts’ price target is $319.28)

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A defensive, low-beta name. COST hasn't participated in the current rally, but are a dominant name. Their membership renewal rates rate 90%. Their strategy is to sell high-quality goods at reasonable prices attracts customers. Also, they carry 3,700 items vs. 147,000 items at Walmart, so Costco can leverage their buying power. In a post-pandemic world, retail heavyweights like this will capture more market share. (Analysts’ price target is $319.28)

Stan Wong
Price
$305.610
Owned
Yes
COMMENT
COMMENT
May 26, 2020
How does a supply disruption from China effect them? Good question. Costco works on low margins, and makes their money on memberships. So, there are threats here but Costo can adjust as they did during the tariff war. When they open new stores, it drives memberships.
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How does a supply disruption from China effect them? Good question. Costco works on low margins, and makes their money on memberships. So, there are threats here but Costo can adjust as they did during the tariff war. When they open new stores, it drives memberships.
John O'Connell, CFA
Price
$305.420
Owned
Unknown
TOP PICK
TOP PICK
March 12, 2020
Great story. Throwing off almost 3.1B of free cash flow, and this continues to grow. Very good recent numbers. Very well run. Thinks about costs very aggressively. House brand has done incredibly well and continues to grow. Will take away market share from the Metros of the world. Yield is 0.93%. (Analysts’ price target is $321.76)
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Great story. Throwing off almost 3.1B of free cash flow, and this continues to grow. Very good recent numbers. Very well run. Thinks about costs very aggressively. House brand has done incredibly well and continues to grow. Will take away market share from the Metros of the world. Yield is 0.93%. (Analysts’ price target is $321.76)
Paul Harris, CFA
Price
$279.850
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
February 26, 2020
He used to own it. It's always been a pricey stock, though COST has always found ways to grow. He likes their business model.
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Costco Wholesale (COST-Q)
February 26, 2020
He used to own it. It's always been a pricey stock, though COST has always found ways to grow. He likes their business model.
Chris Blumas
Price
$305.690
Owned
No
TOP PICK
TOP PICK
January 27, 2020
Consumer spending is holding up. A fantastic chart. Their membership format has built up customer loyalty. Lots of room to expand. Good support around $300. When it bases like this, it lets him hang his hat--good. (Analysts’ price target is $308.24)
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Costco Wholesale (COST-Q)
January 27, 2020
Consumer spending is holding up. A fantastic chart. Their membership format has built up customer loyalty. Lots of room to expand. Good support around $300. When it bases like this, it lets him hang his hat--good. (Analysts’ price target is $308.24)
BUY WEAKNESS
BUY WEAKNESS
December 24, 2019
It's had a great run in 2019, but is now poised for a correction of 5-10%. He predicts a general market pullback in January. Support at $260 and $280; the stock will return to these levels. You can take profits now and buyback later. Wait for that correction.
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Costco Wholesale (COST-Q)
December 24, 2019
It's had a great run in 2019, but is now poised for a correction of 5-10%. He predicts a general market pullback in January. Support at $260 and $280; the stock will return to these levels. You can take profits now and buyback later. Wait for that correction.
Javed Mirza
Price
$294.230
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
December 18, 2019
He is not a fan of retail stocks, but Costco is in a world of its own. They rely on membership fees for profitability and those numbers keep growing. He would look to buy on weakness.
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Costco Wholesale (COST-Q)
December 18, 2019
He is not a fan of retail stocks, but Costco is in a world of its own. They rely on membership fees for profitability and those numbers keep growing. He would look to buy on weakness.
Norman Levine
Price
$292.495
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 8, 2019
(A Top Pick Nov 05/18, Up 31%) He’s still bullish on Costco. The chart looks good. It looks expensive but sometimes buying expensive stocks is your best bet.
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Costco Wholesale (COST-Q)
November 8, 2019
(A Top Pick Nov 05/18, Up 31%) He’s still bullish on Costco. The chart looks good. It looks expensive but sometimes buying expensive stocks is your best bet.
COMMENT
COMMENT
October 24, 2019

Likes it, but prefers Dollar General. Valuation worries him at 34x. PEG ratio is 3.5, which is high for him. Future is very solid.

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Costco Wholesale (COST-Q)
October 24, 2019

Likes it, but prefers Dollar General. Valuation worries him at 34x. PEG ratio is 3.5, which is high for him. Future is very solid.

Stan Wong
Price
$297.050
Owned
No
DON'T BUY
DON'T BUY
October 17, 2019
One of the good reads on the economy at large. Model is interesting, as 90% of revenue comes from membership fees. So they can keep margins tight. Trades at 35x earnings, high multiple, but skinny margins, so he wouldn't buy.
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Costco Wholesale (COST-Q)
October 17, 2019
One of the good reads on the economy at large. Model is interesting, as 90% of revenue comes from membership fees. So they can keep margins tight. Trades at 35x earnings, high multiple, but skinny margins, so he wouldn't buy.
Gordon Reid
Price
$301.635
Owned
Unknown
HOLD
HOLD
September 27, 2019
One of those companies that never seems to fall in share price. Customers are loyal. They just opened in China. It will continue to create profits and will benefit from their growing online presence. It is never cheap, but it is a great operator.
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Costco Wholesale (COST-Q)
September 27, 2019
One of those companies that never seems to fall in share price. Customers are loyal. They just opened in China. It will continue to create profits and will benefit from their growing online presence. It is never cheap, but it is a great operator.
Shane Obata
Price
$285.950
Owned
Yes
COMMENT
COMMENT
September 11, 2019

Loves it, but prefers the dollar stores. Somewhat recession resilient, though not as much as dollar stores or Walmart. Has done extremely well. Valuation is 35x earnings for 10% growth rate. Concerned about valuation and where we are in the cycle.

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Costco Wholesale (COST-Q)
September 11, 2019

Loves it, but prefers the dollar stores. Somewhat recession resilient, though not as much as dollar stores or Walmart. Has done extremely well. Valuation is 35x earnings for 10% growth rate. Concerned about valuation and where we are in the cycle.

Stan Wong
Price
$290.690
Owned
No
HOLD
HOLD
September 9, 2019
Risk is the valuation, and the landscape changes quickly. Discount retailers have done better, and do better in down market environments. Will continue to do well. Not sure there's anything to be concerned about. Wouldn't have a huge position, but wouldn't be in a rush to sell.
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Costco Wholesale (COST-Q)
September 9, 2019
Risk is the valuation, and the landscape changes quickly. Discount retailers have done better, and do better in down market environments. Will continue to do well. Not sure there's anything to be concerned about. Wouldn't have a huge position, but wouldn't be in a rush to sell.
John Zechner
Price
$299.000
Owned
Unknown
BUY
BUY
August 21, 2019

A great retailer. E-Commerce giants like Amazon and Alibaba are taking market share, but Costco is doing well. Their value proposition is great. Their online is working well. Renewal rates for their subscription is at 90%, so it is a good edge they have.

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A great retailer. E-Commerce giants like Amazon and Alibaba are taking market share, but Costco is doing well. Their value proposition is great. Their online is working well. Renewal rates for their subscription is at 90%, so it is a good edge they have.

Robert Lauzon
Price
$275.635
Owned
Unknown
Showing 31 to 45 of 195 entries