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
BUY WEAKNESS
BUY WEAKNESS
December 19, 2018
Class action lawsuit? He was not aware of any class action lawsuit. He likes the membership revenues as it creates a competitive advantage over Walmart and others. The valuation is always a little to rich for him. He is not sure that expansion to Europe will be wildly successful. He is ambivalent, but would look to buy on weakness -- at better valuation metrics.
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Costco Wholesale (COST-Q)
December 19, 2018
Class action lawsuit? He was not aware of any class action lawsuit. He likes the membership revenues as it creates a competitive advantage over Walmart and others. The valuation is always a little to rich for him. He is not sure that expansion to Europe will be wildly successful. He is ambivalent, but would look to buy on weakness -- at better valuation metrics.
WAIT
WAIT
November 26, 2018
A great company. The only question is what are you willing to pay for it. For him, it is just too expensive at this price. He would wait for a pull back.
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Costco Wholesale (COST-Q)
November 26, 2018
A great company. The only question is what are you willing to pay for it. For him, it is just too expensive at this price. He would wait for a pull back.
TOP PICK
TOP PICK
November 5, 2018

He just bought it recently. From a sector and size perspective it looks good. (Analysts’ price target is $242.60)

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Costco Wholesale (COST-Q)
November 5, 2018

He just bought it recently. From a sector and size perspective it looks good. (Analysts’ price target is $242.60)

BUY
BUY
October 22, 2018

A terrific business providing value for consumers. There's square-footage growth for Costco. There's opportunity here. A little expensive now, but the demand is there, as seen when they recently opened in France. When Amazon bought
Whole Foods, Costco sold off last year, but he thinks Costco is resistent to Amazon.

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Costco Wholesale (COST-Q)
October 22, 2018

A terrific business providing value for consumers. There's square-footage growth for Costco. There's opportunity here. A little expensive now, but the demand is there, as seen when they recently opened in France. When Amazon bought
Whole Foods, Costco sold off last year, but he thinks Costco is resistent to Amazon.

COMMENT
COMMENT
September 25, 2018

He has owned this in the past. It defies Amazon and the internet because people love the shopping experience at Costco. Its price keeps rising--this is not a value stock and so it is not for him and his clients, but it is an amazing retailer. This is a stock that someone who likes growth companies can own because it executes its business fabulously. They make their money on the memberships rather than on the margin on the merchandise they sell.

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Costco Wholesale (COST-Q)
September 25, 2018

He has owned this in the past. It defies Amazon and the internet because people love the shopping experience at Costco. Its price keeps rising--this is not a value stock and so it is not for him and his clients, but it is an amazing retailer. This is a stock that someone who likes growth companies can own because it executes its business fabulously. They make their money on the memberships rather than on the margin on the merchandise they sell.

DON'T BUY
DON'T BUY
August 17, 2018

Pretty expensive right now. This segment of US retail doing well. Difficulty is that Costco is defensive, and the multiple is high for that at 32x earnings. Really have to execute every quarter. If you have a positive view on US consumer, look at Couche-Tard or Dollar Tree. (Analysts’ price target is around $212.)

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Pretty expensive right now. This segment of US retail doing well. Difficulty is that Costco is defensive, and the multiple is high for that at 32x earnings. Really have to execute every quarter. If you have a positive view on US consumer, look at Couche-Tard or Dollar Tree. (Analysts’ price target is around $212.)

WEAK BUY
WEAK BUY
July 27, 2018

At start of year, dropped in January with rest of market. Has since made new highs. Sideways motion over past 3 years, lot of struggling. Breaking into a new phase again. Use a 30-40-50 day moving average as an exit point, then move on to something else. Have to be cautious with a stock like this. Good fundamentally compared to the industry.

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At start of year, dropped in January with rest of market. Has since made new highs. Sideways motion over past 3 years, lot of struggling. Breaking into a new phase again. Use a 30-40-50 day moving average as an exit point, then move on to something else. Have to be cautious with a stock like this. Good fundamentally compared to the industry.

HOLD
HOLD
July 26, 2018

It is always going to be too expensive if you are a value investor. It is always 25 times PE or more. But the shares continue to go higher and higher. It is at 31 times right now. They continue to post strong sales, up 12% year over year.

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It is always going to be too expensive if you are a value investor. It is always 25 times PE or more. But the shares continue to go higher and higher. It is at 31 times right now. They continue to post strong sales, up 12% year over year.

PAST TOP PICK
PAST TOP PICK
July 23, 2018

(A Past Top Pick on May 23, 2018, Up 10%) It's strong May-June, and just reported good earnings. It's in consumer staples, but it doesn't quite fit there because most revenues come from memberships fee. Given this, it's a stable stock. It's now above its trend line and is at the top end of its relative strength index. However, it's starting to be overbought.

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(A Past Top Pick on May 23, 2018, Up 10%) It's strong May-June, and just reported good earnings. It's in consumer staples, but it doesn't quite fit there because most revenues come from memberships fee. Given this, it's a stable stock. It's now above its trend line and is at the top end of its relative strength index. However, it's starting to be overbought.

PAST TOP PICK
PAST TOP PICK
July 4, 2018

(Past Top Pick, June 29, 2017, Up 32%) He bought this when Amazon announced it would get into this space, so he bought it cheap. he recently sold it at a profit. It's a little expensive now. Buy on a dip. High valuation despite good same-store sales. If Costco improves their digital sales, they will compete well against Amazon.

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(Past Top Pick, June 29, 2017, Up 32%) He bought this when Amazon announced it would get into this space, so he bought it cheap. he recently sold it at a profit. It's a little expensive now. Buy on a dip. High valuation despite good same-store sales. If Costco improves their digital sales, they will compete well against Amazon.

BUY WEAKNESS
BUY WEAKNESS
June 27, 2018

Their business model is unique as the profit margin is only half of their competitors. Their memberships are a nice recurring revenue stream. If the economy slows, they do not have the ability to cut prices. He has stayed away because of the high multiples. The P/E ratio has not traded below 25 times for the past 10 years.

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Their business model is unique as the profit margin is only half of their competitors. Their memberships are a nice recurring revenue stream. If the economy slows, they do not have the ability to cut prices. He has stayed away because of the high multiples. The P/E ratio has not traded below 25 times for the past 10 years.

TOP PICK
TOP PICK
May 23, 2018

There is a strong seasonal pattern from end-May to end-June. Earnings will be announced next week. It is a strong growth company and has avoided the selloff of the consumer staple sector. Technically, it is still demonstrating higher highs and higher lows. Yield 1.16%. (Analysts’ price target is $208.75 )

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There is a strong seasonal pattern from end-May to end-June. Earnings will be announced next week. It is a strong growth company and has avoided the selloff of the consumer staple sector. Technically, it is still demonstrating higher highs and higher lows. Yield 1.16%. (Analysts’ price target is $208.75 )

BUY
BUY
May 17, 2018

It is interesting. He has liked the company for several years but it has always had a rich valuation. If you are a growth investor and can buy this high multiple stock and it will do well. They have positive quarter to quarter earnings numbers. 25% of revenue comes from memberships and have an over a 90% renewal rate as recurring revenue. When you have so many members, how many more can you attract? They have done well to weather retail threats. They run at half the profit margin to their competitors. The recent membership increase is a positive if you are a shareholder. There were 19 Million card carrying members in 2016.

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It is interesting. He has liked the company for several years but it has always had a rich valuation. If you are a growth investor and can buy this high multiple stock and it will do well. They have positive quarter to quarter earnings numbers. 25% of revenue comes from memberships and have an over a 90% renewal rate as recurring revenue. When you have so many members, how many more can you attract? They have done well to weather retail threats. They run at half the profit margin to their competitors. The recent membership increase is a positive if you are a shareholder. There were 19 Million card carrying members in 2016.

COMMENT
COMMENT
March 1, 2018

It’s in a position to benefit from tax cuts in the U.S. Shares have performed well, it’s a great business to own, easy to understand. If you do own it, you are good to continue to own it. The problem with Costco is that it is very expensive relative to Canadian grocers like Loblaws, though it is set to benefit from tax cuts.

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It’s in a position to benefit from tax cuts in the U.S. Shares have performed well, it’s a great business to own, easy to understand. If you do own it, you are good to continue to own it. The problem with Costco is that it is very expensive relative to Canadian grocers like Loblaws, though it is set to benefit from tax cuts.

COMMENT
COMMENT
February 16, 2018

For a retailer to survive, you need to be unique and Costco is immune from Amazon. It is a great company, but he does not own any retailers.

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Costco Wholesale (COST-Q)
February 16, 2018

For a retailer to survive, you need to be unique and Costco is immune from Amazon. It is a great company, but he does not own any retailers.

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