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
STRONG BUY
STRONG BUY
August 2, 2019

What metric did you use to buy this? He bought this in Q4 2008. It wasn't a bargain, but actually went up that year. He bought it because he expected them, as they grew revenues, to eventually get gross margin from merchandise and not only memberships. This took three years to happen and have been making money this way since. They keep growing customers, because they have the lowest mark-ups on Earth. The risk is that Millennials prefer a competitive price vs. the lowest (Amazon) price. Will this switch when they age? COST also owns real estate in wealthy areas, and they run a pristine balance sheet. Workers own a lot of the company stock too. Incredibly managed.

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What metric did you use to buy this? He bought this in Q4 2008. It wasn't a bargain, but actually went up that year. He bought it because he expected them, as they grew revenues, to eventually get gross margin from merchandise and not only memberships. This took three years to happen and have been making money this way since. They keep growing customers, because they have the lowest mark-ups on Earth. The risk is that Millennials prefer a competitive price vs. the lowest (Amazon) price. Will this switch when they age? COST also owns real estate in wealthy areas, and they run a pristine balance sheet. Workers own a lot of the company stock too. Incredibly managed.

David Fingold
Price
$271.590
Owned
Yes
HOLD
HOLD
July 4, 2019

Has done very well. Higher highs, higher lows. Keeps pushing above the 200 day MA. Defensive growth name. A bit expensive. Execution online has lagged. Other challenge is attracting millennial traffic. His preference is for Dollar General, but a decent name. Decent dividend of 1%.

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Has done very well. Higher highs, higher lows. Keeps pushing above the 200 day MA. Defensive growth name. A bit expensive. Execution online has lagged. Other challenge is attracting millennial traffic. His preference is for Dollar General, but a decent name. Decent dividend of 1%.

Stan Wong
Price
$268.250
Owned
No
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.

Chris Stuchberry
Price
$266.360
Owned
Unknown
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.
Don Lato
Price
$240.690
Owned
No
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.
Andrew Pyle
Price
$240.690
Owned
Unknown
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.
Kash Pashootan
Price
$246.310
Owned
No
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.
Norman Levine
Price
$249.510
Owned
Unknown
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
Stan Wong
Price
$249.510
Owned
No
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.
Cameron Hurst
Price
$241.340
Owned
No
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

Lorne Steinberg
Price
$240.180
Owned
Unknown
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.
Chris Stuchberry
Price
$233.840
Owned
Unknown
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.
Christine Poole
Price
$232.960
Owned
No
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.
Gordon Reid
Price
$211.600
Owned
Unknown
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.
Chris Stuchberry
Price
$210.270
Owned
No
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?
Stan Wong
Price
$212.090
Owned
No
Showing 46 to 60 of 195 entries