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Core Viewpoint - Costco Wholesale (COST) shares have increased by 16% over the past month, currently trading at $983.25, but a multi-factor evaluation suggests it may be prudent to sell the shares due to a very high valuation and a negative outlook on the stock [1][3]. Valuation - Costco has a market capitalization of $437 billion, but its valuation appears very high, with a suggested target price of $687 [5][4]. - The stock is considered unattractive due to its very high valuation despite moderate operational efficiency and financial health [3][4]. Growth - Costco has experienced an average revenue growth rate of 6.7% over the last three years, with revenues increasing by 8.3% from $259 billion to $280 billion in the past 12 months [7]. - Quarterly revenues rose by 8.3%, reaching $67 billion in the most recent quarter, up from $62 billion a year prior [7]. Profitability - Over the last 12 months, Costco's operating income was $11 billion, resulting in an operating margin of 3.8% [8]. - The company generated approximately $15 billion in operating cash flow during this period, with a cash flow margin of 5.3% [8]. - Costco's net income for the same timeframe was nearly $8.3 billion, leading to a net margin of around 3.0% [8]. Financial Stability - As of the end of the most recent quarter, Costco had a debt of $8.1 billion, with a debt-to-equity ratio of 1.9% [9]. - The company holds $17 billion in cash (including cash equivalents) within total assets of $83 billion, resulting in a cash-to-assets ratio of 20.8% [9]. Downturn Resilience - Costco has shown more resilience than the S&P 500 index during various economic downturns, recovering quickly from declines [10]. - Historical data indicates that Costco shares have fully recovered from significant drops during the 2022 inflation shock, the 2020 COVID pandemic, and the 2008 global financial crisis [12].

Core Insights - The article emphasizes the importance of combining investment consulting with active intraday trading to maximize returns through a deep understanding of economics and investment analysis [1]. Group 1: Investment Strategy - The company aims to identify profitable and undervalued investment opportunities primarily in the U.S. market to create a high-yield, balanced portfolio [1]. - The approach includes a mix of macro-economic analysis and real-world trading experience to inform investment decisions [1]. Group 2: Professional Background - The expertise of the company is built on practical experience in management and trading, supplemented by academic qualifications in Finance and Economics [1].

Core Insights - The Alerian MLP ETF (AMLP) is perceived as a primary choice for investors in the midstream sector, but it has potential drawbacks related to tax efficiency and high concentration in MLP assets [1] Group 1: Investment Strategy - The analysis emphasizes the importance of a balanced portfolio of U.S. securities, leveraging macro-economic analysis and real-world trading experience [1] - The goal is to identify profitable and undervalued investment opportunities that can contribute to a high-yield portfolio [1] Group 2: Analyst Background - The analyst has a decade of experience in the investment field, combining roles as an Investment Consultant and Active Intraday Trader [1] - The analyst's expertise is supported by two university degrees in Finance and Economics, along with practical experience in management and trading [1]

Group 1 - The article discusses the author's extensive experience in the investment field, particularly in cryptocurrency and U.S. securities, highlighting a professional journey that began in 2011 and includes trading Bitcoin since 2016 [1] - The author emphasizes a synergistic approach that combines investment consulting and active intraday trading to maximize returns through a deep understanding of economics and investment analysis [1] - The goal is to identify profitable and undervalued investment opportunities in the U.S. market to create a high-yield, balanced portfolio [1]