Core Viewpoint - Costco Wholesale Corporation is set to release its first-quarter fiscal 2026 earnings results on December 11, and investors are evaluating whether to buy or hold the stock based on earnings expectations and market conditions [1] Financial Performance Expectations - Analysts project first-quarter revenues of $67.28 billion, reflecting an 8.3% increase year-over-year, with earnings per share (EPS) expected to rise to $4.25, indicating an 11.3% year-over-year growth [3][8] - The trailing four-quarter earnings surprise average for Costco is 0.2%, with the last quarter showing a 1% beat against the Zacks Consensus Estimate [4] Sales and Earnings Estimates - Current quarter sales estimate is $67.28 billion, with a high estimate of $67.82 billion and a low of $66.84 billion; year-over-year growth for the current year is estimated at 10.25% [5] - EPS estimates for the current quarter stand at $4.25, with a year-over-year growth estimate of 11.26% [6] Growth Drivers - Costco's strategic investments, customer-centric approach, and focus on membership growth have led to solid sales and earnings growth, positioning it as a consumer defensive stock [2] - The company reported net sales of $65.98 billion for the first quarter, an 8.2% increase from the previous year, driven by strong comparable sales and a 20.5% growth in digital sales [11][8] - Membership growth is expected to contribute significantly, with an anticipated 11.3% increase in membership fees during the quarter [12] Competitive Positioning - Costco's competitive pricing and membership-driven model have been key to its success, allowing it to maintain steady store traffic and robust sales volumes [10] - The company is adapting to market demands by regularly updating its product offerings and investing in technology and logistics [13] Valuation Insights - Costco's forward 12-month price-to-earnings (P/E) ratio is 43.71, higher than the industry average of 30.16, indicating a premium valuation relative to peers [17][18] - Despite trading below its historical peak, Costco's premium valuation may deter some investors, but its steady growth and financial health suggest potential for further upside [19] Investment Considerations - Current investors may consider holding or adding to their positions, while prospective investors might view any dips as buying opportunities [19][20] - The stock's high valuation and recent underperformance are countered by consistent traffic, strong membership growth, and effective operations, making Costco a reliable investment option ahead of the earnings release [20]

Harley-Davidson (HOG) is one of America’s most iconic brands. You would think that the White House’s push to boost American manufacturing would be a boon to the Wisconsin company. The share price suggests not. More News from Barchart The motorcycle manufacturer’s stock is down over 25% in 2025, including 8% since the beginning of December. From its all-time high of $75.87 in November 2006, HOG has lost 70% of its value. With this kind of shareholder value destruction, it’s easy to overlook, especially ...

Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary, REITs, and utilities [1]

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the broader market. Value investors use tried-and-true metrics and fundamental ...

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group emphasizes high-yield, dividend growth investment ideas, targeting dividend yields up to 10% [2] Investment Strategy - The investment approach is defensive, with a medium- to long-term horizon, catering to investors seeking dependable monthly income [2] - The group provides research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Market Context - Value investing can be challenging as stocks may remain undervalued or overvalued for extended periods, similar to the current situation with many AI stocks [2]

Core Insights - iREIT+HOYA Capital focuses on income-producing asset classes, aiming for sustainable portfolio income, diversification, and inflation hedging [1][2] Group 1: Investment Strategy - The service targets high-yield, dividend growth investment ideas, particularly in defensive stocks with a medium- to long-term horizon [2] - Income-focused portfolios are designed to achieve dividend yields up to 10% [2] Group 2: Research and Analysis - The group provides investment research on various asset classes including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2]

Following my coverage on Box, Inc. ( BOX ) in May ’25, in which I recommended a buy rating as the leading growth metrics remained very strong (billings and RPO) and the AI strategy was working, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to comp ...

I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...

Core Insights - The article discusses the author's transition from a potential career in politics to value investing, emphasizing a long-term investment strategy and risk management [1] - The author highlights their experience in sales and investment advisory roles, which contributed to their understanding of public companies and investment opportunities [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - The decision to focus on value investing was driven by the desire to make money work effectively and to mitigate financial setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] - In 2022, the author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 3: Current Endeavors - The author began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers [1]

Group 1 - The article focuses on the Asia Value & Moat Stocks research service, which targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value [1] - The service emphasizes deep value balance sheet bargains, such as net cash stocks and low price-to-book (P/B) stocks, as well as wide moat stocks that represent high-quality businesses [1] - The author has over a decade of experience in the Asian equity market, providing investment ideas particularly centered on the Hong Kong market [1] Group 2 - The investing group offers a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]