저자: SherryInvest · 외국인
요약 보기
코스트코 주식은 유망하다는 결론. 회사는 낮은 가격과 대량 판매로 효율을 얻고, 연회원 갱신율(미국 30%·전세계 88%)이 높아 충성 고객이 많다고 설명. 주가 근거: 워런 버핏이 약 28달러에 매수해 20년간 보유, 같은 기간 S&P500 약 100% 대비 코스트코는 약 900% 수익이라 주장. 찰리 멍거도 최고 투자 중 하나로 꼽고 매도하지 않겠다고 밝힘. 투자 기준: 버핏이 보는 고객 가치와 넓은 해자(moat) 조건을 충족한다고 평가. 현재가 303달러는 다소 높은 편이지만 52주 범위 260~320달러 중간 이하라 아직 최고점은 아니라고 봄. 성장 요인: 중국 상하이 1호점 개장 당시 인파가 몰려 매장을 닫을 정도였고, 중국 확장이 새로운 성장 스토리라고 언급. 리스크: 현재 가격이 높다는 점을 인정하며, 주가가 더 내려오면 추가 매수를 고려하라는 조건부 접근. 결론: 303달러 부근은 소규모 시작 포지션을 잡을 좋은 기회이고, 하락 시 추가 매수가 좋다는 입장.
다듬은 글
'm also searching for the stocks that can be inserted if count category because recently the the stocks of discount stores seems very hot as more and more people trying to save money so I just put the industry as discount store in my screener and I searched out those stocks here so on the list there's Walmart Target and also Costco so you guys probably know I'm a big fan of gospel I'm a very loyal member like since 3 years ago I probably go to Costco like every two weeks or even every week to stock grocery and necessities at home today I want to talk about three advantages of Cosmos stock if you are interested please keep watching the first stock of Costco advantage is is provide its customer of value I think in my past appearance the product the Costco is probably the cheapest you can find in the market despite the large size it may have but in my opinion if some people want to stock up some product like toilet paper sure that they are going to always use Costco maybe the best place to find it's cheaper than other retailers when you are comparing with no matter what mark Amazon as well as Target so for example last week when I got Costco I got this makeup remover this product is cheapest I can find on the market and I was use it by getting this product I think I can use it probably for a half a year according to their CEO Costco focused on volume rather than the gross margin so although you see they have lower price comparing others and you may worry about how the company can make money on that since koskoff have 100 million members and the members will go there like ravioli so sirs a large large among themselves Costco can achieve efficiency at scale the second advantage of the stock is that their customers stick to the brand or stick to the company and it's very loyal so the members need to pay a $60 membership fee at Costco and after that they can enjoy the shopping and saving money there no matter if you're just doing some grocery shopping or feeling the gas or just enjoy the pizza and ice cream in their Lobby to individual customers like me it seems that it saves me money more than $60 if I shop somewhere else and those members are very loyal to the company the renew rate of the membership is 30 percent in u.s.
and 88 percent worldwide so that shows that once the customers get used to a Costco and they have discovered the true value of the company provide they would like to stick to the company and also I think one of the benefits shopping at Costco is it feels like a treasure hunt every time I shop there so they will be newly updated even three from time time like some seasonal goods or some new clothes they have developed a relationship with the vendors so every time I shop there I discover something different no matter like in the summer they sell defense like the $20 fence that is very efficient and they're in a winter dish there are some coats and or gloves in my opinion disgust were something new or at discount is a lot of fun in Costco so the third advantage of Costco stock that is the company pay special dividend in addition to the one percent dividend to have 17 the company has paid $7 per per share because they have generates large amount - and if they wanna reward to their shareholders for the support so that means as a shareholder some you will get some surprise that some extra dividends of here into your brokerage account which is a plus so even Warren Buffett and Charlie Munger is a big fan of stock so Warren Buffett bought the carcass off when it was just $28 and has held it for 20 years that means the return of Kafka's dr.
Warren Buffett is like 900 percent while you compare with S&P 500 in the past 20 years is only 100 percent so that shows calcio outperforms S&P 500 that's a very good investment mate I think Buffett's like this dog because it satisfies two key criteria that Buffett looks into the first one is the company have your rent that is valued by as of customers and the second is the company have a wide moat that is hard to be attacked by their competitors and also Charlie Munger's that Costco is one of the best investment he has made and he said he will never ever sell his Cosmo stocks so the current price today is 303 I think it's on the higher end because of this current situation previously people rush to Costco and stock up a lot of for labs like canned food toilet paper definitely in the current 303 is on the higher side but when I look at the 50 to 52 weeks range from 260 to 320 that the meta shows that Costco is not at the highest point and let's do you how potential to growth and also I saw that Costco has expanded to the Chinese market since last year they opened one Cutco store in the financial center Shanghai and on the first day people rushed to a store and because there's too many people they have to close the store so I think their expansion in China would be another interesting story so to conclude I think the current price around $300 may be a good chance to get a small position to start it and if the price job further then is a good time to buy more so overall I will keep watching this talk and I do believe it's a potential stop given his performance in the past 20 years and the continued spirit entailed and also their new story in Chinese market that is all for Costco start today thank you guys for watching and I will see you guys in my next one bye
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