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
COMMENT
COMMENT
January 25, 2018

Sold this about a week ago, as he felt, from a valuation perspective, it started to get a little expensive for him. He still loves the name and thinks they are doing very well. But it’s trading at 28X earnings with a growth rate of about 10%. Long-term this will do fine, but he just didn't want a lot of higher-priced names in his portfolio. If this gets cheaper, he'll be back in.

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Costco Wholesale (COST-Q)
January 25, 2018

Sold this about a week ago, as he felt, from a valuation perspective, it started to get a little expensive for him. He still loves the name and thinks they are doing very well. But it’s trading at 28X earnings with a growth rate of about 10%. Long-term this will do fine, but he just didn't want a lot of higher-priced names in his portfolio. If this gets cheaper, he'll be back in.

COMMENT
COMMENT
January 9, 2018

This company has yet to disappoint. Looking at the long-term chart, this just keeps going up. Same-store sales for December were double digits. It has an enormous moat around its business, and he doesn't know if Amazon will be able to penetrate it. It’s always going to look expensive.

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This company has yet to disappoint. Looking at the long-term chart, this just keeps going up. Same-store sales for December were double digits. It has an enormous moat around its business, and he doesn't know if Amazon will be able to penetrate it. It’s always going to look expensive.

BUY
BUY
December 28, 2017

It is not a value stock. If you are a long term investor then it is still relatively immune from online shopping. It is an experience and will continue to be the case.

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Costco Wholesale (COST-Q)
December 28, 2017

It is not a value stock. If you are a long term investor then it is still relatively immune from online shopping. It is an experience and will continue to be the case.

BUY
BUY
December 21, 2017

Would you get in at this level? He would get it, it’s a great company one of the most consistent he has seen. Earns 13-14% return on invested capital. You need to pay up for consistency. Stock has gone up, it’s not super cheap but it’s not out of the stratosphere just yet so you can still hold it.

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Costco Wholesale (COST-Q)
December 21, 2017

Would you get in at this level? He would get it, it’s a great company one of the most consistent he has seen. Earns 13-14% return on invested capital. You need to pay up for consistency. Stock has gone up, it’s not super cheap but it’s not out of the stratosphere just yet so you can still hold it.

PAST TOP PICK
PAST TOP PICK
October 30, 2017

(A Top Pick Aug 18/16. Up 5%.) Unloaded this. Doesn't like the consumer staples/consumers discretionary space to a certain degree.

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Costco Wholesale (COST-Q)
October 30, 2017

(A Top Pick Aug 18/16. Up 5%.) Unloaded this. Doesn't like the consumer staples/consumers discretionary space to a certain degree.

PAST TOP PICK
PAST TOP PICK
September 6, 2017

(A Top Pick July 20/17. Up 5.53%.) Had picked this because it was vastly oversold, and still is. With the Amazon (AMZ-N) Whole Foods acquisition everybody panicked and sold everything that sounded retail. This company has its own formula, and will not be affected by Amazon as much as people thought. It is still a buying opportunity and could go much higher in the next year or so.

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Costco Wholesale (COST-Q)
September 6, 2017

(A Top Pick July 20/17. Up 5.53%.) Had picked this because it was vastly oversold, and still is. With the Amazon (AMZ-N) Whole Foods acquisition everybody panicked and sold everything that sounded retail. This company has its own formula, and will not be affected by Amazon as much as people thought. It is still a buying opportunity and could go much higher in the next year or so.

BUY
BUY
August 28, 2017

Covered call? This has some challenges because of Amazon (AMZN-Q). They were hit when Amazon announced their takeover of Whole Foods. He likes the company and thinks it is OK longer-term. If he were going into it, he would Buy it and Sell an At the Money Covered Call.

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Covered call? This has some challenges because of Amazon (AMZN-Q). They were hit when Amazon announced their takeover of Whole Foods. He likes the company and thinks it is OK longer-term. If he were going into it, he would Buy it and Sell an At the Money Covered Call.

BUY
BUY
August 24, 2017

He bought it shortly after the announcement of AMZN-Q announcing the purchase of Whole Foods. It is only one of the few with positive same store sales. If they bring up their online shopping model the will compete quite well.

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He bought it shortly after the announcement of AMZN-Q announcing the purchase of Whole Foods. It is only one of the few with positive same store sales. If they bring up their online shopping model the will compete quite well.

WATCH
WATCH
August 14, 2017

A great company. On his watch list. When he bought it, it was at the lower end of its valuation range. It is currently in the middle of the range. One of the few retailers that can generate really respectable same-store sales.

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A great company. On his watch list. When he bought it, it was at the lower end of its valuation range. It is currently in the middle of the range. One of the few retailers that can generate really respectable same-store sales.

COMMENT
COMMENT
August 9, 2017

He doesn’t like the sector. A lot of the hit came from the Amazon acquisition of Whole Foods. This company probably has the most defensible business model of the group. Technically it broke down and is in a negative group for him, so he wouldn’t be there. There are a lot of headwinds coming.

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He doesn’t like the sector. A lot of the hit came from the Amazon acquisition of Whole Foods. This company probably has the most defensible business model of the group. Technically it broke down and is in a negative group for him, so he wouldn’t be there. There are a lot of headwinds coming.

TOP PICK
TOP PICK
July 24, 2017

Amazon acquisition of Whole Foods could change the landscape for all retailers, however, it hasn’t happened yet. The acquisition is years away and it has to get through regulation. In the meantime, this company is performing financially, and nothing has changed in their unique story. The drop in price is parabolic to the downside and this is a good entry point. (Analysts’ price target is $185.)

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Amazon acquisition of Whole Foods could change the landscape for all retailers, however, it hasn’t happened yet. The acquisition is years away and it has to get through regulation. In the meantime, this company is performing financially, and nothing has changed in their unique story. The drop in price is parabolic to the downside and this is a good entry point. (Analysts’ price target is $185.)

COMMENT
COMMENT
July 18, 2017

Thinks this is feeling the Amazon (AMZN-Q) affect. Every retailer known to man is at a 52-week low now. It doesn’t matter if you are the most successful retailer like this company or the crummiest one, you are just getting beaten up. There is not enough margin of safety in their evaluation for him to get excited. At 25X earnings, it is certainly a lot cheaper than it has been.

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Thinks this is feeling the Amazon (AMZN-Q) affect. Every retailer known to man is at a 52-week low now. It doesn’t matter if you are the most successful retailer like this company or the crummiest one, you are just getting beaten up. There is not enough margin of safety in their evaluation for him to get excited. At 25X earnings, it is certainly a lot cheaper than it has been.

BUY
BUY
July 10, 2017

A wonderful retail story which has done really, really well. Like many retailers, this has come off with Amazon (AMZN-Q) taking over Whole Foods (WFM-Q). Not sure the people that shop at Whole Foods is the same demographics of those who shop at Costco, and feels this would be a buying opportunity.

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A wonderful retail story which has done really, really well. Like many retailers, this has come off with Amazon (AMZN-Q) taking over Whole Foods (WFM-Q). Not sure the people that shop at Whole Foods is the same demographics of those who shop at Costco, and feels this would be a buying opportunity.

COMMENT
COMMENT
July 7, 2017

Not a big fan of staples right now, however this one is a little different. It falls into a bond proxy sector. With higher yields, that should and has been harder on bond proxies like utilities, telecoms and staples. However, this one is different. Its model is the most defensible against something like an Amazon (AMZN-Q) incursion. Ultimately though, you are swimming against the tide in the sector. This is a good company and a bad stock.

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Not a big fan of staples right now, however this one is a little different. It falls into a bond proxy sector. With higher yields, that should and has been harder on bond proxies like utilities, telecoms and staples. However, this one is different. Its model is the most defensible against something like an Amazon (AMZN-Q) incursion. Ultimately though, you are swimming against the tide in the sector. This is a good company and a bad stock.

COMMENT
COMMENT
July 4, 2017

Can this compete with Amazon (AMZN-Q)? If there is one name that can compete with them, it is this one. They are able to cross sell products. It is one of the few retailers that has done exceptionally well. Trading at around 28X PE, which is expensive, but continues to set new highs and go higher. Dividend yield of about 1.25%. A tough place to be if the stock goes sideways. About 25% of revenue comes from membership fees, which is a little bit of concern, because with 80 million members, how much more can they grow in this area.

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Can this compete with Amazon (AMZN-Q)? If there is one name that can compete with them, it is this one. They are able to cross sell products. It is one of the few retailers that has done exceptionally well. Trading at around 28X PE, which is expensive, but continues to set new highs and go higher. Dividend yield of about 1.25%. A tough place to be if the stock goes sideways. About 25% of revenue comes from membership fees, which is a little bit of concern, because with 80 million members, how much more can they grow in this area.

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