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NASDAQ:COST

Costco Wholesale Corporation (COST)

951.55
+0.10 (0.01%)
as of Jun 18, 2026, 11:23:10 pm Market Open.
321 watching
0
COMMENT

You are paying for growth, so the question is, can they continue the growth. Costco format sits really well in North America but he is not sure that Europe Costco works. They are not getting their growth from emerging markets. As a value investor, this would not be his choice.

HOLD

Pushing up against the upper levels of its historical multiple but it is a great story and a great franchise. Same-store sales are growing well. Demographically they attract exactly the right type of customer. Have been able to raise their fees and have a renewable rate of over 90%. Fees are straight profit.

COMMENT

(Market Call Minute.) Great business. Huge free cash flow generator. Would look to buy this one at the right price.

BUY

What differentiates it is the annual fees they change. That is the financial strength of this company. They are a very low margin business. They play the volume game and then overlay the fees from their members and that made them very profitable. They are well managed and he admires them. He thinks it is a good model.

BUY

Multiple is a bit high. He is looking for an entry point. Has been a tremendous performer. Special dividend made stock perform well in last week or so. Don’t chase it here but get it at 20x earnings.

SELL
(Mark Call Minute.) He would take profits. Inflation problems are going to affect their margins.
COMMENT
If you're not too concerned about the movement over the short term, this is a great company. Unfortunately, he finds it a little bit expensive. Trades at around 19X earnings. There is still earnings growth ahead of it but perhaps not at the pace we have seen in the past.
DON'T BUY
Great company and great growth prospects. As a consumer discretionary stock, multiples are too rich for him. Trading at over 20X this year's earnings and 19X next year’s.
BUY
Looks okay. Has some decent potential. In the part of the economy that is going to benefit from lousy consumer sales.
BUY
(Market Call Minute.) Very well run company and a good stock. If we are in a bad economy, people will continue to use their services.
TOP PICK
Trade down by the consumers and they will be more efficient on how they spend money. Expect they will capture market share from the consumer with the tighter wallet.
TOP PICK
All about scale. You come in for the milk, which is always at the back of the store, and you have to pass all the other stuff that they sell. Very disciplined and they don't over expand.
BUY
Great company and has always done well but has always traded at a high multiple. Currently at the $14-$15 area. A consumer stock and consumer demand is still going to be weak for the foreseeable future. Doesn't think the stock will go up immediately but good entry point.
HOLD
Fantastically positioned. Perhaps the best of the warehouse stores in the US. Performing quite well.
DON'T BUY
Has moved up simply because of movement of investors into US markets. Will see downward pressure on US retail stocks. Is cautious – there could be another leg down in the US economy.
Showing 271 to 285 of 310 entries