COST

Yncome_Mercato

COST, WMT, and TSLA. Well, TSLA was more so trading than investing, but still

MIT_Engineer

> Okay first off that's not what scare quotes are It is though. > and second that would improve my argument not weaken it. You saying that is admitting to making a strawman to argue against. Your argument has gone from weak to outright dishonest. I didn't claim the U.S. was insulated. That was your strawman. > My entire point is that the US cannot insulate itself from this An argument that could only make sense if you create a strawman where I'm somehow claiming the U.S. is insulated. Again, I never did, you're admitting your dishonesty. > But whatever, it seems like you agree with that and actually think it's a good thing. So call it a misunderstanding. How about instead of calling it that, let's call it a dishonest strawman, one which you bizarrely continue to insist strengthens your argument. How can you claim your own "misunderstanding" strengthens your argument? > Otherwise, your explanation seems like wishful thinking to me. No, it's economic fact. Improving terms of trade increases consumer buying power. > You said I'm "wrong" not because I actually am No, I said you're wrong for the reasons I listed. Maybe engage with those reasons? That's how discussions work. Or are you too busy setting up your next strawman? Such a weasel. > So yes, higher demand for dollars to buy US energy resources would strengthen the dollar. But that increase in strength is countered by embedded energy prices in the things Americans would be importing. It wouldn't be, no. > Because all of the countries we're importing from are baking the cost of their energy into the products they're exporting. Yeah, that's a second-order effect. The increase in THE ACTUAL COST OF THE FUELS is the first order effect. Need me to spell that out for you? Our terms of trade are improving through a *first-order effect*. This hypothetical counter-balancing factor is an effect that is, by definition, *smaller than the effect you claim is counter-balancing it.* > I don't understand your position on taxes here. That's on you, my position was clear. Or is this just the preface to another "misunderstanding?" > On the one hand you're saying that domestic exporters are more profitable so that would increase tax revenue. Yes, this is how our current tax system works. > But then on the other hand you're talking about repealing gas taxes or even providing gas subsidies which would cut tax revenue and even increase spending. And that would be *changes* one could make to the tax system if you're so concerned about prices people face at the pump, as I clearly specified. Nothing contradictory here, so what's your confusion? > My guess is that the increased taxes from domestic production would be completely countered by the repeal of gas taxes. Sure. Revenue neutral, and gas prices remain low. > I haven't done that math but that's my guess. Still don't know what your confusion here is. > So that would probably be a wash at best. A wash that would leave us with higher profits, better terms of trade, domestic gas prices staying low, and a net neutral impact on the budget. So yeah, a wash. One that washes away your objections and leaves us with strictly positives. It's not what I would do because, you know, I actually care about the environment, but if you're so mad about high gas prices it would settle your concerns. > It just doesn't continue the logical chain of what would happen next. The logical chain of fossil fuels getting more expensive is people seek out fossil fuel alternatives, let me know if you need me to walk you through that one. > China, the largest producer of greenhouse gasses in the world; what would they do if they ran out of LNG to burn to produce electricity. They wouldn't just stop, they'd burn coal instead. 1) Not nuclear, not solar, not hydro, not wind, straight to coal, nothing else, uh huh. Hey, fun fact: did you know that between 1970 and 1980 in the U.S, nuclear power generation went up over 1000%? No reason for me bringing that up, just a fun fact! 2) They gonna burn coal in their cars too? > The US and China are currently in the most power hungry tech race they've ever been in. Are they, actually? Huh, so strange. If I look at the U.S's electricity generation it looks pretty flat. 2010 we produced about 4.1 billion kWh, 2025 we produced about 4.25 billion kWh. > If they can afford to buy LNG or other petroleum products to produce electricity they're going to burn coal. Or, what will *actually* happen is they'll experience stagflation and economic downturn similar to what the U.S. experienced in the 1970's. You know what would be *really* good for climate change? If China experienced a sudden economic downturn due to an energy supply shock.

Zatelli

Not only risk management, but patience too. No position should be larger than 5 - 7% of your portfolio, no exception. Diversify across sectors, assets and geographies, and patience. Look how the likes of boring stocks such as CAT, DE, COST, etc have been doing over the past 10 - 20 years solely from tracking the global economy, as dominant players. Also don't forget rule number 1: focus on not losing money and let the compounding do its thing. You wanted to do the volatility arbitrage, yet you ended with this.. Slow and steady wins.

SignificantStuff5446

I'm with those who say these will at least double. What's that old adage about ORCL stock? Never bet against their fourth quarter results? Also helps that ORCL's traded down to 17 FPE multiples and MSFT is down to 19. Were you supposed to buy WMT or COST shares at double ORCL and MSFT's valuation?:) OpenAI's ad monetization pilot results are out, and that stock is valued at $728 on the private markets. You also got confirmations Stargate Michigan is also on track today as shown below. ORCL also announced recent Medicaid, Medicare, Pentagon, and too many other government contracts to list here just today along with job cuts. Congrats. in advance and sorry you're taking any heat at all on this one. https://preview.redd.it/1i6hanvfoesg1.png?width=1073&format=png&auto=webp&s=457a59b269a4703c98e68f77422303296d71f661

MrCarey

I’m up 12% Ytd because I took a lot out of VOO and bought a bunch of COST and NFLX in the dips.

aolmos97

-1.857% shoutout COST and OXY.

dontslambro

WH PRESS SEC. LEAVITT: TRUMP OPEN TO SEEKING ARAB NATIONS’ SUPPORT TO FUND WAR COST So we might be a sell sword?

br0botic

WHITE HOUSE: TRUMP WOULD BE INTERESTED IN CALLING ON ARAB COUNTRIES TO HELP PAY FOR COST OF WAR Just like Mexico paid for the wall… wait

Look_a_dinosaur

Long on $COST, and $MSFT were the real fuckers

msaleem

And yet RDDT PE is lower than COST. 🤷🏽‍♂️

idk_m8_wut_do_u_mean

nuclear winter should end at 2150 and after that $COST should print as everyone would be looking for cheap bulk goods.

PCMTrading

COST

ColForbinClimbs

That’s why I bought XLP and not WMT or COST

azb1azb1

Your second mistake is saying feuds over oil are "pointless." ., Can you put wind energy in a bucket and carry it around? .. NO. Can you put solar energy in a bucket and carry it around? NO. OIL is the world's largest energy source, and drives the world economy. 1 - it is AVAILABLE 2 - It is COST EFFECTIVE 3 - It is PORTABLE. WHO has control of it is what the fighting is about.

isospeedrix

some of the rest of the market is retarded like WTF is WMT and COST doing with these insane P/E's

Throwaway_Molasses

No. Do good research, pick quality, stable companies and hold for as long as they remain profitable. E.g. grocery stocks KR ACI SFM WMT COST

BarbellPadawan

The COST hotdog deal is basically like making money on a trade.

AntoniaFauci

Even WMT was down today. COST slightly green.

pineapplekiwipen

COST basically flat for a year and a half

WedWealthist

I sold $COST and bought $CELH

Current_Animator7546

Why Im always heavy into staples. NSC WNT COST PG. People got to eat and stay clean. Sure they aren’t the mag 7, but you know they’ll be there. 

Homeless-Coward-2143

Costco's such a fucking scam, it's bullshit that the membership is international. Bearish for me. Bullishnfor COST I guess. Lying is big money

13jfncjai31

You keep bringing up the cost reduction curve as if it saves the day, you are extrapolating from the exponential part of an S curve but you’re ignoring the asymptotic limit of the biophysics. Just because the price point is exponentially less than it was (300,000kg down to 30kg) does not mean that it is possible or inevitable to break the thermodynamic floor needed to get it at the price floor for parity. Basal metabolic inputs of sterilized media and continuous utility loads form an absolute lower bound that grain feed will eternally be below. It is a FACT that no matter what, sterilized and specially made food product derivatives of refined sugars and amino acids will be more expensive than grain. There is nothing that will ever change this. It is just factually wrong that Meatly sells at “price parity”, as stated directly from them: "Currently we're about £30 (about $37) per kilogram of the chicken that we're producing, and we'd want to be between £5 and £10 (between $6.20 and $12.40)." I really don’t know what part of 30 pounds per kilo is on “price parity” is at price parity when a whole Duchy Organic Chicken at Waitrose costs around £12.50 per kilogram. That is a direct and blatant lie. This is 30/kg at EXTRAPOLATED PRODUCTION COST ALONE, again, the only marketed product that is cell based meat is those dog treats. Right now, they are producing £30/kg slurry in a pilot tank and putting 2 grams of it into a £3.50 bag of dog treats. This company is not making chicken for 30 pounds for kilo, if they were then why would they sell dog treats for £69.80 per kilogram while only containing 4% cultivated meat. That is 96% plant-based filler. If they had true price parity, they wouldn't need to dilute the product by 96% just to sell a dog biscuit for £70/kg.  https://cultivatedmeat.co.uk/blogs/cultivatedmeat/cultivated-chicken-vs-traditional-chicken-price-trends I am not doubting that the Sigmoid adoption curve of technology doesn’t exist, nor am I saying that things won’t get cheaper, I am saying even in the best case scenario, thermodynamically it is not possible to reach price parity due to the input costs even if tens of billions more are spend on this endeavor. This is not the same as any of those other listed technologies because there is a fundamental limit to how cheap you can have the sterile inputs be and actually grow cells in a bioreactor. If you want to know what happens to a biomanufacturing industry that achieves '95% cost reductions' but ignores thermodynamics, look at the Algae Biofuel bubble of the 2010s. Investors said the exact same things you are saying now. They built cheaper bioreactors, they engineered better cells, and the costs plummeted. But they still failed. Why? Because you cannot innovate your way out of the physical energy required to continuously pump, heat, and filter millions of liters of water to extract a tiny amount of biomass. The baseload energy cost formed a floor they couldn't cross. https://www.cam.ac.uk/research/news/opinion-can-we-save-the-algae-biofuel-industry#:~:text=This%20made%20sense%20because%2C%20ten,problems%2C%20and%20huge%20investment%20followed. If they were unable to make an economically viable business model using algae which are infinitely more hardy than Mammal cells and eat THE SUN, not refined and sterilized inputs then there is no chance that it is possible to make cell based meat viable. https://science.time.com/2011/10/28/why-the-future-of-skincare-may-be-algae/ Look at the companies like Solazyme and Sapphire Energy, they raised hundreds of millions in venture capital to engineer microorganisms in massive stainless-steel fermentation tanks and photobioreactors. They successfully engineered high-yield strains and achieved verifiable, logarithmic cost reductions in bench-scale production. And yet, despite all this, the entire bottom fell out of the industry when it failed strictly due to biophysical limits. Extracting dilute biological mass from a massive aqueous suspension means continuous pumping, heating, and high-pressure filtration. The megawatt-hour baseload required to manage the physical weight and specific heat capacity of the water permanently exceeded the energy and economic value of the extracted goods. Logarithmic cost reductions in cell efficiency could not alter the physics of fluid dynamics. And keep in mind here, ALGAE IS MAYBE 50x EASIER THAN MAMMAL CELLS. They have an immune system, they can exist and survive in conjunction with other species, they have cell walls which make them resistant to shear. Mammal cells have none of these. https://discussion.fool.com/t/the-tragic-tale-of-solazyme-syzm/53566 So what did these guys do when they couldn’t breach the thermodynamic floor required for commodity parity ($2–$3 per gallon)? The industry was forced to abandon mass-market production. Solazyme (rebranded as TerraVia) pivoted their biomanufacturing infrastructure to produce high-margin, low-volume specialty products, specifically luxury cosmetics (the Algenist skincare line retailing at >$100 per ounce) and wouldn’t you know it, PREMIUM PET FOOD SUPPLEMENTS. https://pubs.acs.org/doi/full/10.1021/cen-09412-buscon005 https://www.fiercebiotech.com/biotech/solazyme-sephora-and-qvc-announce-agreements-for-u-s-and-international-launch-solazyme-s And on 2011 they finally went bankrupt. Despite all the face melting amounts of funding. Despite the pivot, despite literally being a more feasible model than cell based meats, they still went under. https://www.davispolk.com/experience/terravia-enters-agreement-sale-substantially-all-its-assets-subject-competitive-bidding It did not matter that the science worked just fine. I’m not doubting that there are many capable scientists, I am absolutely doubting that they are capable of circumnavigating the laws of thermodynamics. https://cen.acs.org/articles/95/web/2017/08/Algae-products-specialist-TerraVia-goes-bankrupt.html Meatly selling a £70/kg dog treat with a 4% cellular inclusion rate isn't the first step toward replacing global agriculture, it is the exact same survival pivot Solazyme made when they realized their bioreactor economics were structurally incapable of competing with commodity inputs. Why would this time be different if algae biofuels failed spectacularly and mammal cells are maybe an order of magnitude more difficult to work with.

DSS111111

I beat the S&P for 15 years. My portfolio was 50% VOO and 25% COST, 15% AAPL, and 10% AMZN. I held all of these positions with a DRIP with out selling for 15 years…

5256chuck

I ain't looking. I'm still DCAing all my solid stocks (all the way down) but I'm definitely NOT interested in anything new to consider. My solids? AAPL, BRK.B, COST, GOOGL, IAU, NVDA, RKLB, TSLA & TSM. These, too, shall rise again!

Current_Animator7546

COST. WNT but that didn't work out as well lol

Current_Animator7546

Thank god for COST.

Rude_Assistance_4386

Just saw the video of the COST CEO eating a hot dog. Straight up cannibalism, I've never seen a more Ball Park shaped man in my life 

saw-it

COST needs to be dragging QQQ down with it

LarryStink

Deep self reflection, studying markets, what makes them move and more importantly WHY. Volatility, correlations, mean reversion. Credit, or better understood as the COST of money and its affects on the markets and economy. Cross asset and cross border flows, easily observed through asset correlations. Currency or FX flows, Economic cycles, macro. an intimate understanding of the markets you trade and the 2nd and 3rd order affects of other markets, assets, flows, and positioning that could affect those markets.  If you trade options know how time, price, and velocity of moves will affect the premiums. As much as this sub bags on it technical analysis is an extremely useful tool if used correctly. I don't believe in candlesticks or specific chart patterns. To me its either buyers or sellers positioning. Sometimes its not clear what they are doing, wait until it is clear.  And to tie this all together, understanding all of these factors you can set up a frame work that is objective and quantifiable for where we ARE, and using your judgement on how all of these factors line up where we are likely going. I believe in effecient market theory, BUT, there are periods of inefficiency and thats where money is made. One sided positioning makes for great trading opportunity when risk is not priced in, or is over priced.  I believe in Journaling not only trades, but thoughts, emotions, and data that went into the trades. A data set that can be used to refine your trading. And reviewed when you're not trading well. I spend 7 days a week doing SOMETHING related to markets. Research, charting, trading, self reflection. And its not something that you figure out and all of a sudden the infinite money printer turns on. Im constantly updating models ive built, adjusting my risk parameters to the market environment, and keeping my ego in check.  Its a dragon to chase that you will never catch and to me, thats the thrill of it. Knowing you can work, and study, and do all of the things and never actually perfect it. You just become incrementally better every day. The power of atomic habits. (Which is a non trading related book that translates extremely well to trading and I recommend reading.) 

LeBhikariLe

groupon emails for COST membership and $45 shop card. how the times have changed. PUTS on the economy

OrdinaryMix4013

WTF wages going up and COST OF SHITE GOING UP WTF DUMBASS

kalakesri

Calls on COST

ntsh_robot

\#1, The Market is a hedge against Inflation...AKA Dollar devaluation \#2, The Market tells us where investors are going: Risk or Safety Check you Costco, COST and you'll see it's recent accumulation since January.

Valkyrie_Skuld

Well those are recession plays and stocks do split but you can try shorting COST and I wish you the very best of luck

Vegetable_Push6542

The stock market is ultimately a ponzi. You will never get your money back buying WMT or COST at these prices. That is why it has to go up forever. Otherwise the whole system comes crashing down and the government of the United States will never let that happen, not now, not in 500 years, not ever.

No_Feeling920

I'm primarily in gold miners and secondarily in silver/uranium miners. I also have some GLD/SLV LEAPS calls, but the IV may be too high for that at the moment. There may be better alternatives, though. I'm no professional. Generally, stuff with low enough P/E (under 15) and high necessity (people can't avoid buying it) may also do the job, but those opportunities have mostly vanished (e.g. retards bidding up WMT/COST to high heavens) and even emerging markets are no longer cheap (when considering the extra geo/political risk).

Drusgar

I'm overweight in LNT, basically a counter-cyclical energy stock. I'm also holding some Costco, which has been kind of a dog, but has rebounded a bit. My mutual funds and index funds have all lost money, but the LNT and COST have kept me in the black overall. I actually went up over $2k yesterday and was up for the week even though the week was so rocky in the DOW and NASDAQ.

sirzoop

COST & WMT Trading at 40+ forward P/E

akosuo

\-BESSENT ASKED IF COST WOULD EVER MAKE HIM TELL TRUMP WAR NO LONGER AFFORDABLE: "ABSOLUTELY NOT" - SKY NEWS- hahaha

Current_Animator7546

These are the days I love having WMT and COST.

Current_Animator7546

These are the days I'm happy I have COST & WMT as staples.

PotentialBicycle7

Yes, but also you don't have to play such short dated positions, this is just pure gambling. You can make educated guesses with options and set stop-losses but it's still very risky. IMO a better strategy is to have cash on hand and look for opportunities to buy beat down stocks with solid balance sheets. NOW, CRM, NFLX, COST are recent examples of good stocks that sold off for various reasons and bounced.

Bossanova12345

Gold Silver Military stocks Defensive stocks (PG ORLY COST ROST) Might not be a bad idea to put money in bonds to grow it for when this is all over. (My guess is summer/fall)

Valkyrie_Skuld

If Costco relies on shipping does that mean even COST isn’t safe or does it just push through everything forever

OrdinaryMix4013

im sure sure this admin will launch a BENGAZI like investigation into UNAFFORABLE gas prices, UNAFFORDABLE COST OF LIVING

Tacosdonahue

costco parking lot? come on COST

jvolkman

>**Let’s look at some P/E ratios. Anything over 20x is typically considered over valued.** * XOM - 22.16 * CVX - 28.11 * WMT - 45.85 * COST - 51.87

outoftownMD

Sader. I was drilling into a wall in 2018 in my house. My stud finder said I was in wood, but it went through to easily. I pushed further and hit the hot water pipe. It shot a 30 ft maximum water temp through the wall to the other side of my place. I addressed the water frantically.  Months later, I was looking for my codes because I'd bought a new trezor. I couldn't find them and couldn't remember the code to get into the trezor I had. I looked everywhere. I eventually found them in my bookshelf that had been hit 30ft across by the water. Water damaged, faded away. all BTC and ETH purchased from 2016-2017, gone. (11btc+, and 80eth+). I was spooked from it all and didnt want to ever touch it again. In 2020, I slowly starting buying again. In 2021, had reaccumulated 1.6 btc from slow purchases. put all of it into SPELL. it ran up to 8BTC + worth. Then it came out that the treasury for SPELL was connected to QUADRIGACX collapse and potential founder death. It fucking cratered before I was even aware since I wasn't frequently checking. It fell all the way back to pretty much my initial, AND I HELD. SUNK COST FALLACY hit hard with LOSS AVERSION. (understand these). I took the 'last' BTC I had and wanted to put it somewhere 'secure'. I SHOULD have put it into USDC or USDT if I had the knowledge I have now. My cousins who had been in before me, and with the feeling of SCF and LA alive in me, had me highly suggestible to any insights or recommendations. They recommended I put I put it into a 'blue chip NFT'. so I bought a high rarity Doodle. :(.  A few months later, Doodle pumped and I didn't sell.  A few months after that, the Doodle founder came out saying 'Doodle was never meant to be an investment vehicle', CRATERED 80-90%.  so from 1.64 reaccumulated BTC (+ 20 ETH that I had on the side making some trades), I went up to 8BTC, greed held, cratered to 0.4 BTC. ETH from 20> 46>4>2).  Loss aversion brings me back to this, and other effed up investments 

Pickpockets_warning

Why is COST struggling?

IntergalacticBurn

Just my two cents, but my contrarian view is that WMT is pretty much the only consumer staples company out there that won't go under when the market is having a hard time (COST has been struggling hard), so people are putting a lot of faith in them as the only leader of that sector. It doesn't help that they recently swapped to the NASDAQ, which (like LLY) anchors their market cap to that shiny $1T valuation. TL;DR: There's probably too much institutional money parked in WMT right now for being the only decent staples play. So there are hard floors that'll be difficult for bears to plough through.

Iunatic

Bitcoin taught people that you can make money off of literally nothing. WMT rallying to this valuation is the same thing that happened to COST 2 years ago, people asked the exact same questions lol. It's a different market now. Institutions use stocks like WMT COST AAPL as a money sponge when uncertainty arises with the consumer.

GammaReaper_

I always trade the nearest expiration - in this case, Friday the 16th. I play from both the short and long side. I'll go long when implied volatility appears to be underpricing the potential move and I can structure a trade with a solid reward-to-risk ratio and positive expected value. The short side requires the opposite - last week, for instance, $COST options appeared overpriced heading into the event, so I sold an iron condor and closed it shortly after the open once vol crush was nearly fully realized, booking a solid profit. I look at several metrics to make the decision, including: 1. Vol crush 2. Historical actual moves versus implied move 3. Standard deviation of historical moves 4. EV of the structure's payoff using a PDF using at-the-money IV

CallsOrPutsYES

Calls on Oil, Defense stonks, and COST because its a winner

Such_Coin

My mom just told me she has a bunch of FE stock. She told me a while ago she bought a lot of COST when it was $80 a share. Might have to start asking her for financial advice.

Overall-Fold-9720

>GOOGLE, MICROSOFT, META, AMAZON AND SEVERAL ARTIFICIAL INTELLIGENCE COMPANIES SIGNED A PLEDGE AT THE WHITE HOUSE TO BEAR THE COST OF NEW ELECTRICITY GENERATION TO POWER THEIR DATA CENTERS "Companies pledge billions they don't have, to build a non planned electric grid, for data centers not financed yet, running on models from fundraising startups" That will go well

Current_Animator7546

Bought some more KLG and COST lol.

Current_Animator7546

COST 2012

greenpride32

I don't think you understand what the term bubble means in stocks and finance. It means an asset's value has increased sharply and beyond any reasonable fundamentals, purely based on speculation and lack of supporting instrinsic value. NVDA only added $4t worth of equity value to its shareholders over past 5 years. It passed AAPL last quarter for highest ever quarterly profit for a US public company. NVDA currenlty trades at a lower P/E than WMT and COST. I don't know what you look for in a stock, but doesn't get much better than that.

ThetaFarmingRegard

made about $189 on a COST iron condor for earnings. Now at Costco and just spent $417 what a scam

Crazy_Donkies

The market is absolutely retarded on AMZN.  WMT and COST 45 and 53?  What the absolute fuck.  All 3 should be 30pe.

IllustriousTear1315

Why COST don't move?

Mysterious-Device-53

Looking at COST chart, you wouldn't even know they had earnings today

whodey84

About to be some 5yr bag holders of MCD,COST,WMT etc...

Odd-Block-2998

COST earnings is a nothing burger. -0.30% lmao

WendyDumpsterFire

Rip COST

Odd-Block-2998

COST is a $1,500 stock

Bababoueyyy

Would be fun if COST announce a split

IllustriousTear1315

Why nobody talking about COST?

Rvin16

Imagine if COST increases the hot dog price we would be so fucked

Extension_Dog_8511

Especially with COST earnings tonight

snowdogdb

How worried should I be that COST (Costco) swings more than 3% overnight? (below 954 or above 1050)?

skystarmen

This is a post that would have been way better off if you just copy pasta from Chat GPT since you clearly don't know much about the retail / ecom business or either of these companies WMT has literally the best tech in retail / ecommerce behind AMZN, they've been crushing it in ecommerce, they have stores in virtually every town in the US, Sams has 95% of the same stuff Costco does for a cheaper subscription, they are growing FASTER than COST...I could go on The are both overvalued IMO but you think Costco is justified at a HIGHER PE because "vibes" I guess

AdAny631

Really, since when? I’m relatively heavy in $COST & think they will have great earnings tomorrow. Also when it comes to market rotation it’s best to look at the sector ETFs. I use the [State Street Sector Tracker](https://www.ssga.com/us/en/individual/resources/sector-tracker?WT.mc_id=ps_etf-sec_sectors-funds_us_google_slink_psnb_mf1_lp-sl1_nov25&gclsrc=aw.ds&&_bt=781354252522&_bk=sector%20etf&_bm=p&_bn=g&_bg=70797238455&gad_source=1&gad_campaignid=1939483851&gbraid=0AAAAACz5AuMeFzVDec3wkPP8IE_jIZfOM&gclid=EAIaIQobChMInNHZwPyHkwMVH07_AR2biBf7EAAYASABEgIs0_D_BwE#currentTab=monthThree) and 3 months into the year energy is up 23%, materials 16%, industrials 14% and consumer staples 11%.

AdAny631

I don’t know about that but my Swiss ETF EWL returned ~32% last year and it still is at a 24 P/E. Also, one of the larger emerging market ETFs, IEMG also returned ~32% last year. If the dollar is weak buy emerging markets. This trend may not continue but IEMG is up ~7% YTD. The US government spent all the tariff money and all the companies spearheaded by COST’s 2025 lawsuit want that money back. I have zero confidence in the federal government to reign in spending and prevent hyperinflation. They want another $50 billion for the “not a war” in Iran.

ldmonko

COST is 56x

wanseer18

True. Average Eloncel port: TSLA, WMT, COST. Thats it.

wanseer18

Ngl I've been malding watching WMT and COST not tank at these valuations. I have no idea why regards are still buying these FUCKING SUPERMARKETS at 50x earnings and dumping MSFT at 24. Market is more emotional than my ex

EvolvingDior

The stock market is in a major bubble. Look at the PE for $COST. The people buying these stocks at these prices are bat-shit crazy. However, note that most of the shareholders of these stocks are institutions. Why? Because institutions manage ETFs, such as SPY, VOO, QQQ which all contain WMT. People put alot of their retirement money into index ETFs. They do that blindly, with no thought as to what that is doing to the PE of the constituents. That money has to go somewhere. So it goes into all of them, driving up the price. The more indexes a stock is in, the worse it gets.

Desmater

Same reason as COST. Solid companies that and still growing. Even if not at crazy levels. Do well even in recessions or war.

gocaps777

COST is overvalued at the current price point

Hot-Pop-3250

Not COST

MSined

COST

Glad_Jicama4848

Escort FOR A COST. Did you not read his own words?? This is meant for upper-income countries. It's intended to achieve U.S. foreign policy objectives not some benevolent civilian escort service and specifically for oil whose cost will be passed to consumers. Spin it anyway you want, Trump profits off selling US assets. Ask Jared.

Valkyrie_Skuld

Have to go tomorrow and get groceries. If my full port was COST I’d be so fine tomorrow

LengthObjective2253

What’s the next play? I’m looking at COST 👀

2plus2_equals_5

COST is green!

2AMTrader

!p COST

Doneeb

COST

Disgruntled_FSO

COST is going to absolutely murder earnings.

ahopye

GOOG flat, AMZN, WMT, COST and MRVL up, NFLX mooning

dreggers

Forget Mag7, COST and WMT are the new overlords of the stock market

chimble

COST stock split this time? Dare I dream?

Far-Requirement9180

COST reporting next week

BarbellPadawan

COST Hot dog and Coke still one of the best deals in the Western World.

Crazy_Donkies

These are good things. Let's hope they're buying the tech dip and not more WMT or COST.

CanYouPleaseChill

The P/E is inflated by COST and WMT. The equal-weight S&P 500 consumer staples ETF has a P/E of 18.

vertigo88

Could and would/will are two very different statements. Still have no idea why COST trades at such a premium.

Worried_Quarter469

I like NVIDIA, but it needs to work a little harder for a WMT or COST multiple

Hobojoe-

COST has been trading sideways for an eternity