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Benne
@CapitalCyclist
1Año·

Retail stocks - which stock is your favorite? 🛒


After yesterday's quarterly figures from Walmart $WMT (+1,61 %) the share is up +7%. This has given me reason to talk about the sector.


These stocks did particularly well last year. Here is a little insight into the 1Year Performance⬇️:

🇺🇸

Walmart $WMT (+1,61 %) +37%

Costco Wholesale $COST (+1,57 %) +55%

🇨🇦

Alimentation Couche Tard $ATD (-0,72 %) +20%

🇳🇱

Ahold Delhaize $AD (-0,09 %) also manages the turnaround 📈


I have Ahold Delhaize and Walmart in my portfolio, but speculate on adding Alimentation Couche-Tard.


Which retail stocks do you have in your portfolio?

How do you rate the sector?

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12 Comentarios
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Kai@Dividenden-Sammler
1Año
currently only $AD but considering whether $WMT would still be an option in the second portfolio
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Joker@Blizzard
1Año
@Dividenden-Sammler $WMT is ath. What motivates you to buy more?
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Kai@Dividenden-Sammler
1Año
@Blizzard is not in the pipeline to buy at the moment either - if the price were to come back a little, that would be an option. At the moment, the war chest is being filled for the portfolio. But unfortunately the Walmart share price only moves in one direction
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Joker@Blizzard
1Año
@Dividenden-Sammler sounds like a plan.
Is it just me or is the market rather overbought?
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GHF@GHF
1Año
@Blizzard There are stocks that you can almost only buy at an ATH, and I bought the best ones in my portfolio at an ATH. I bought $WMT at an ATH in March and have not yet regretted it ...
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Joker@Blizzard
1Año
@GHF Well, at least a little bit underneath would be great, but that's only possible if everything is 100% right 🤣
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Benne@CapitalCyclist
1Año
@Blizzard buy at the ATH ? No problem, in a year there will be the next ATH😎
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Memos97@Memos97
1Año
Only $KR, thought they were undervalued below 40€ at the time, now fairly valued. I think their management is good, they are trying to improve their margins, are doing strong share buybacks with a rather low payout ratio and I find the upcoming acquisition of Albertsons by Kroger interesting.
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RealMichaelScott@RealMichaelScott
1Año
The strongest player in my opinion is and remains Costco.
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CrashBurner@Psychedelic_Sunflower
1Año
Team $COST
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Leon@Leon1
1Año
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JCM@TheStoic
10Lun
$KR $TGT Both have great management and a very shareholder friendly strategy with buybacks, dividend increases and are always looking to improve their margins.
Both Costco and Walmart seem overvalued to me.
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