10Mon·

Retail stocks - which stock is your favorite? 🛒

After yesterday's quarterly figures from Walmart $WMT (+0.21%) 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 (+0.21%) +37%

Costco Wholesale $COST (-0.57%) +55%

🇨🇦

Alimentation Couche Tard $ATD (-0.67%) +20%

🇳🇱

Ahold Delhaize $AD (-1.14%) 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?

12 Comments

Kai@Dividenden-Sammler

10Mon

currently only $AD but considering whether $WMT would still be an option in the second portfolio

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Joker@Blizzard

10Mon

@Dividenden-Sammler $WMT is ath. What motivates you to buy more?

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Kai@Dividenden-Sammler

10Mon

@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

10Mon

@Dividenden-Sammler sounds like a plan.
Is it just me or is the market rather overbought?

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GHF@GHF

10Mon

@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

10Mon

@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

10Mon

@Blizzard buy at the ATH ? No problem, in a year there will be the next ATH😎

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Memos97@Memos97

10Mon

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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Nico Uhlig@RealMichaelScott

10Mon

The strongest player in my opinion is and remains Costco.

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CrashBurner@Psychedelic_Sunflower

10Mon

Team $COST

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Leon@Leon1

10Mon

$ATD

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JCM@TheStoic

7Mon

$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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