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Tag Archive: COST

Oct
21

COST: Costco Breaks the Cycle

Published Oct 8, 2014 Even though it is trading at a 24x multiple on a day where retail dinosaurs J.C. Penney(JCP) and Sears (SHLD) seem to be losing the good fight, Costco (COST) is looking pretty outstanding. This morning, after months of incredibly consistent same-store sales but lagging profit growth, Costco reported a long-awaited earnings-per-share (EPS) beat. The naysayers on …

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Oct
31

Retail-The Storm of the Century Again?

It’s the Storm of the Century! Again? this story was published on CNBC.COM Consumer Nation 10/29/2012 Here we go again the hurricane retail trade ideas are swirling around just like Sandy’s gusts of wind coming our way.  Reality check.  Storms do not help retailers with bad business models.  At best they give retailers a short- …

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Mar
01

Most Retailers Give Comps; WMT Gives Us Dividend Growth

underdog

Most Retailers Give Comps; Wal-Mart Gives Us Dividend Growth blog posted on cnbc.com March 1, 2012 Another comp day has come and gone. But unlike most monthly sales days we saw beats across the Board. Well, with the exception of Kohl’s (KSS). There is always one in the crowd. And here is to the weather… …

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Jul
07

Retail; Quick Put the Cork Back on the Champagne; Sticking With Only the Most Differentiated

Retail; Quick Put the Cork Back on the Champagne; Sticking With Only the Most Differentiated ADP numbers and better than expected June retail sales across the board put a smile back on retail investors’ faces today. So is it time to break out the champagne? Sure gas prices have come down over the past six …

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