Costco Wholesale Corp. (COST)

All Comments on COST

  • commenter
    Aug 20 01:51 PM
    Inflation a Huge Drag as Energy Costs Transform Consumer Behavior [view article]
    I went to Foodlion here in N.C. yesterday and the Ramen noodle section was almost empty...tells me something. Reply
  • commenter
    Aug 20 11:35 AM
    My Website
    Inflation a Huge Drag as Energy Costs Transform Consumer Behavior [view article]
    Unfortunate that Congress hasn't thought of lowering taxes, or planning to keep the Bush tax cuts around longer than their expiration. Cutting taxes is a standard fiscal method of offsetting the kind of downturn we will have when consumers reign in spending, as in this article. Reply
  • commenter
    Aug 20 11:10 AM
    Inflation a Huge Drag as Energy Costs Transform Consumer Behavior [view article]
    Interesting - I also have done a substantial number of the things mentioned: netflix, storage, gym memberships, interesting to see where people are redirecting their spending. Reply
  • commenter
    Aug 20 10:35 AM
    My Website
    Toll Brothers Staying Alive - Fast Money Midday Recap (8/19/08) [view article]
    blah,blah,blah..nobody knows anything. just guessing.if right big brag,if wrong,hardly a word.why does anybody waste their time?
    Reply
  • commenter
    Aug 19 12:35 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    ALERT: USER 172125 is V WINNER Reply
  • commenter
    Aug 18 01:33 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    keep up the good work Reply
  • commenter
    Aug 17 04:52 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    dfjldjfl Reply
  • commenter
    Aug 16 06:26 PM
    Bullish Dollar Rally - Fast Money Recap (8/15/08) [view article]
    Something has to give eventually. If in the good times, the budget deficit needs a $10.6 E12 cap, how much do you think the recession will require? Think about the Bull in dollars: We just bailed out a bottomless pit (GSE's), Housing is in a death-spiral, not a bottom (use the part of the brain that still can do critical thinking, not the constant part) and the whole banking system is being propped up by playing cards. The dollar is on life support and people are bullish? Based on what? The rest of the world knows our debt will never be paid unless they lend us the money to pay them. I think they're on to us... Reply
  • commenter
    Aug 16 12:49 PM
    Bullish Dollar Rally - Fast Money Recap (8/15/08) [view article]
    Old Rob Ivanoff used to say at wallastoninvestments.c.../
    "You work on Wall Street, you don't invest there." Financial are going another leg down.
    Reply
  • commenter
    Aug 16 11:28 AM
    Bullish Dollar Rally - Fast Money Recap (8/15/08) [view article]
    I think you've got it Billy: Simple usually has th best chance of success.
    Politicians have no real interest in alternatives--"Wh... spend a lot of money on something that won't come to fruition while I'm in office and can be reelected on my credits for it??"

    The more complicated the formula gets as every divergent interest puts their variables in and deducts what they don't like the less chance it has of working at all.

    Simple things like T. Boons windmill freeing up X+Methane from a power plant to run your car and =X- imported oil is a perfect example.

    Drilling is a temporary return to past policy and at best will be the buffer we need to gain time for a transition to permanent alternatives.

    The last go around (1970's) we squandered the time --there will be no "easy" next time. We can do what has to be done or we can line up behind fools like Pelosi and suffer the consequences.
    Reply
  • commenter
    Aug 16 10:46 AM
    Bullish Dollar Rally - Fast Money Recap (8/15/08) [view article]
    I think the G8 group which met a month or so ago decided to all support the dollar and they are all doing it. The Europeans wanted a weaked Eurodollar for trade reasons and they got it. I think when the Chinese get past the Olympics and get vehicles on the road and factories running again and we start putting oil in the strategic reserve that oil will again go higher. It is sad to hear people say to not drill in Alaska and offshore USA. I know it is not an immediate help for oil prices, but it is sure stupid not to plan ahead for years down the road. It's to drill in California, Oklahoma, Texas, Louisiana, Mississipi etc, but NOT in Alaska, Be real. Most of you greenies have never even been there !!! Reply
  • commenter
    Aug 15 02:53 PM
    JPMorgan Mortgage Losses - Fast Money Recap (8/12/08) [view article]
    nyka, I was starting to worry about you. It's been over a week since your last comment here, and we just had no idea who of us was losing credibility due to our typographical wrongdoing, or what sins of wordiness we were committing.

    Glad to see you are back at your post, pointing out the transgressions of our copyediting ways.
    Reply
  • commenter
    Aug 15 10:09 AM
    My Website
    Hedge Fund Tracking: Tremblant Capital [view article]
    edward lord clarendon.

    hedge fund 13f filings with the SEC only report LONG holdings. so if they added, they added to their long. if they reduced, they sold off some of their long. they are not required to report short positions.

    kind of common knowledge regardless though, that when funds in general talk about "holdings" they are referring to their longs.
    Reply
  • commenter
    Aug 15 08:35 AM
    Hedge Fund Tracking: Tremblant Capital [view article]
    Having only discovered your site recently I must say I am more impressed with each new article such as Hedge Funds portfolio activity. Also noticing Tremblant's portfolio added to anad position tells me they feel as bullish as I on them but expect perhaps a sprd investment soon at these prices for an obvious solid long term play. Reply
  • commenter
    Aug 14 11:20 PM
    Hedge Fund Tracking: Tremblant Capital [view article]
    I like your post- and it was a great marketing tool to be able to include 50+ symbols- great syndication idea.

    Although I am very pessimistic of 'anonymous' authors- I must say I took a look at your blog and like it very much.

    Yes- it is great to follow what the funds are investing in- the increase in Gafisa was interesting -but not suprised by tremblant or atticus taking big V stakes- and look like they picked up some MA on the correction.

    Interesting posts- and great link setup.......

    Reply