Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

Costco

Grocery Wars

Costco Grows During a Pandemic

 
Overall, Costco’s quarterly revenues grew from $39.072 billion on 29 February 2020 to $44.769 billion on 28 February 2021. Costco (COST) is growing and making more money during a pandemic.

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Market CommentaryOpportunities

Will Costco make More Money?

Despite the success of Amazon, Costco Wholesale (NASDAQ: COST) is still one of the most followed retailers around. Costco can

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Grocery Wars

Kroger’s Threat to Walmart, Target, Costco and Amazon Revealed

The Marketplace is also a potential threat to Amazon because it could be used as a combination store and fulfillment center; something that Kroger’s King Soopers subsidiary is already experimenting with in Denver. I’ve actually been shopping there and seen employees pulling online orders from the shelves.

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Grocery Wars

Retail Consolidation is Killing Traditional Consumer Brands

The future for traditional consumer brands looks pretty dismal. Expect to see major consolidation in the consumer products industry in the near future, as companies like Kellogg have a difficult time maintaining market share.

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Good StocksStocks

United Health Group – The Value in Health Insurance

Beyond the existential reasons, UnitedHealth is just a good basic stock. It gave investors a dividend yield of 1.51% and a return on equity of 18.71% on September 30. In contrast, Amazon paid no dividend and offered investors a return on equity of 2.92% on a stock that was trading at $657.02 a share on November 10, 2015.

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Good StocksStocks

Some Modern-Day Widows and Orphans Stocks

The bottom line is that widows and orphans stocks still exist. You just have to know where to look for them.

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Crazy StocksStocks

Target and Best Buy Could Get Desperate with Free Shipping Deals

The 2016 holidays and the free shipping offers may prove whether Target and Best Buy are going to be major players in the world of online retail or not. One just hopes that management teams are not betting the company on such offers. If they are, the death spiral could be closer than we think, especially for Target.

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Good StocksStocks

Is American Express Really a Dying Brand?

That means American Express could be a nice bargain stock at some point next year. It also means that Amex is still a really good long-term investment, even if it is no longer America’s favorite credit card.

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Good Stocks

Cisco Systems a Company with a Lot of Cash

Cisco Systems is a value investment for a very simple reason. It is an infrastructure company: one of those great businesses that you do not see but is all around you, much like the pipeline and supply chain companies that Warren Buffett owns.

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Long Ideas

Housing Bubble in Canada

One reason why housing is not on the U.S. national agenda is that for most Americans, there is no housing shortage. A quick look at Zillow indicates that prices are actually falling in many markets, including regions in Colorado that are a little over a hundred miles from the red-hot Denver market.

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