Despite its already massive size, Costco continues to open new warehouses around the world. Home Depot faces cyclical demand, but the industry backdrop supports long-term growth.
Danaher (DHR) is nearing a ~$10B acquisition of Masimo (MASI), representing a significant premium to MASI's prior $7B market cap. Elliott Investment Management has built a >10% stake in Norwegian Cruise Line (NCLH), seeking operational and strategic changes amid underperformance.
Dividend stocks and defensive sectors have dramatically outperformed as investors flee AI-vulnerable and AI-spending industries, but valuations now appear stretched. Consumer staples and energy sectors trade at historically high forward P/E multiples, often exceeding the S&P 500, despite lower long-term earnings growth prospects. Materials and industrials have also become extended, with valuati...
Costco's massive scale is precisely what allows it to offer customers extremely low prices. The market continues to place a premium on the business, creating an unattractive entry point for new investors.
Costco last paid a special dividend in January 2023. The company has had a strong few years since, and typically pays special dividends every few years or so.
aktien.guide ist das Tool zum einfachen Finden, Analysieren und Beobachten von Aktien. Lerne von erfolgreichen Investoren und triff fundierte Anlageentscheidungen. Wir machen Dich zum selbstbestimmten Investor.