Costco Wholesale Corp. (COST)

All Comments on COST

  • commenter
    S/BFLO
    MICKEY
    Aug 07 04:46 PM
    Wall Street Breakfast: Must-Know News [view article]
    Dear Eli:
    Holy Smikes Eli, let's get a new picure for you're deal OK? My grandfather used to warn me about guys that looked like you !!! At least put on a Yankee cap or something, alright !! Now that's done and I like you're article so I'm in. Great writing !!

    S/Bflo Mickey     Reply
  • commenter
    notsosmart
    Aug 06 10:44 AM
    My Website
    Ford CEO Genius - Fast Money Recap (8/5/08) [view article]
    talk about vegas-wall st is now vegas.you lose slower & nobody brings you a drink.what a sad mess is all become. Reply
  • commenter
    billddrummer
    Aug 04 11:08 AM
    Transformation in Retail Shopping Gains Momentum [view article]
    I agree with sun seeker. I think people reallocated spending in response to higher food and energy costs. They didn't spend less overall, just less on things other than food and energy. Reply
  • commenter
    wpdragon
    Aug 03 11:30 AM
    Transformation in Retail Shopping Gains Momentum [view article]
    I'm still waiting to see the 500,000 new jobs our pom-pom waving Secretary of the Treasury said would result from the stimulus package... guess they must all be off shore in energy. Reply
  • commenter
    Sun seeker
    Aug 03 11:10 AM
    Transformation in Retail Shopping Gains Momentum [view article]
    I am confused. As a consumer, I would think I either consume or save (which includes pay down debt or invest). Inflation and higher energy doesn't cause me to consume less. It may force me to allocate more of my consumption to food and energy. But, unless I am saving, my consumption isn't "pulling in". Since this article is a summary of the survey, I really am struggling with how the survey gets the writer to conclude that consumers are pulling in versus just reallocating their spending. Reply
  • commenter
    ksmithdc
    Aug 03 11:02 AM
    My Website
    Transformation in Retail Shopping Gains Momentum [view article]
    The economic stimulus thingie was nice, but it was a gimmick. Did it do anything to really kick start the economy? What we got back from the government, we spent 2x on in gas. So it was less than a zero sum game. Reply
  • commenter
    gga
    Aug 01 10:24 PM
    Five Great Companies to Buy at a Drop [view article]
    Re: Qualcomm: Based on the current superiority of its chip division, QCOM will likely be out front of the competition with leading edge LTE chips as well. A read of their recent agreement with Nokia shows that LTE is also included in the royalty agreement. That is 40% of the handset market, assuming Nokia maintains it's dominance. QCOM's annual report and numerous press releases has QCOM stating they support ALL technologies, not just their UWB for 4G. And most importantly, the carriers will need multi-mode phones to address the LONG-TERM transition to 4G, be whatever it be. So the various 3G flavors of CDMA (HSPA, wCdMA, EV-DO, etc) will be with us for YEARS to come. Reply
  • commenter
    MistaWhite
    Jul 31 08:13 AM
    Oil Opinions - Fast Money Recap (7/30/08) [view article]
    mrbill for V - are you serious? take a look at their track record and take a look at cramers....this is a solid show and remember, do your own homework. I would like to see your gains vs their averaged gains. Market closes at 4pm. Their show is on at 5pm and they are constantly on their laptops between talking. Reply
  • commenter
    mrbill for V
    Jul 31 07:30 AM
    Oil Opinions - Fast Money Recap (7/30/08) [view article]
    Joan, do we really need a recap of what "Fast Money" has to say? If these people were really good at what they do, would they really have time to do a show every day? Reply
  • commenter
    KarateKid
    Jul 31 03:59 AM
    Five Great Companies to Buy at a Drop [view article]
    If you are going to wait for QCOM to drop, you may be waiting for a very long time.

    If CDMA will go away, then why would Nokia signed a 15 years agreement with QCOM? We are talking 15 years. I guess Nokia doesn't think CDMA is going away any time soon.

    After their last agreement, Nokia decided that it wanted to fight QCOM in court for the past 2-3 years. Look where it got them. They even try to get the Europeans Court to ban QCOM. Look at what happen.

    CDMA and GSM are competing technologies. GSM is the mostly accepted standard in Europe, whereas CDMA is mostly accepted everywhere else, expecially in Asia, because of its advance technology over GSM.

    Guess whose chip the IPhone uses? How about the Google phone that is coming out soon, Guess what chip they will be using?

    You bet cha, QCOM's

    I live here in San Diego and even have students that work for QCOM. Been owning it for over 5 years and will continue to do so. As a matter of fact it is my biggest holding.     Reply
  • commenter
    Midas
    Mulligan
    Jul 30 01:20 PM
    Five Great Companies to Buy at a Drop [view article]
    RE: KO, CL, PG

    The points you make regarding cost-input inflation and the ability to take pricing can be applied to the entire universe of consumer products and packaged food/beverage companies. Recent earnings reports from WWY, PEP, KFT, CL and others appear to demonstrate that the consumer companies are navigating cost-input inflation waters effectively, and are taking sufficient pricing to remain quite profitable.

    As for multiple contraction, Coca-Cola, for example -- if the stock traded down 15% from the current quotation -- would be trading at a multiple of slightly over 12x FY09 consensus. Twelve times forward earnings would be less a "gift" and more of a "miracle" for it to collapse to a multiple not seen since the Second World War. "Black Swan" event indeed.

    A broad market decline could see these companies visit valuation lows not seen in generations, but if it ever were to occur, investors should not expect them to remain there long -- and as such, be nimble ( with liquidity at the ready ) on any such "catastrophic&quo... decline.     Reply
  • commenter
    Larry
    Bellehumeur
    Jul 30 08:45 AM
    Five Great Companies to Buy at a Drop [view article]
    234569 -- Couple of points. GSM (Global System for Mobile communications) is actually the over the air technology, like CDMA, and does not refer to the generation of product. GPRS is actually 2G in the GSM family, with 2.5G being EDGE, and their initial launch into 3G being HSPDA/HSUPA and now HSPA.

    Most GSM carriers, and many CDMA carriers will actually be moving to LTE when it is available, as my comments show.

    You may have missed the point of my article entirely, though. We can argue for days as to where this market might go in 3-5 years. No one will ever win that argument. My point wasn't to challenge their technology, or their business model. My point was their EVALUATION at this stage of the game. Should a company that has serious threats to its revenue stream be trading at such a multiple (in a time when companies are facing serious Multiple contraction due to the threat of inflation)?

    Finally, I don't get a cent for my time. I'm just a Do it Yourself investor, who wants to share his opinion. For the record, I've averaged 13% since 1998, even factoring in the last two bear markets. I've built a net worth that I can easily retire from, even at the age of 36. I have been featured in the Associated Press, and as of next week, Canadian Business and the Globe and Mail. But, all of our opinions count on here, so I appreciate yours....

    Larry


     Reply
  • commenter
    User 234569
    Jul 30 03:03 AM
    Five Great Companies to Buy at a Drop [view article]
    Do you actually pay this guy to write drivel. For his edification, GSM is second generation technology, their path to third generation in W-CDMA. This means that all GSM carriers will be paying Qualcomm royalties. Also has he not noted that Nokia and Qualcomm just settled their on-going legal battle and that China is expecting a huge increase in CDMA subscribers in the next few years. If this is any indication of analysis put out by Seeking Alpha, how can you expect to make any money? Reply
  • commenter
    omooc
    Jul 29 08:42 PM
    My Website
    FCC Says Yes (Finally) - Cramer's Mad Money (7/28/08) [view article]
    Bearish on BIDU? The stock was up 13.76 today (7/29)! Reply
  • commenter
    pennystocks2
    008
    Jul 29 04:12 PM
    Five Great Companies to Buy at a Drop [view article]
    Waiting for a dip can cost you dearly. Trying to time the market will get you nowhere. Colgate is a good case in point. Apart from the fact that CL already corrected (down from 80.98 in January to 68.21 a couple of days ago), by standing on the sidelines you would have missed today's big rally (CL up more than 8 %). Reply
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