LoginSignup
image de profil
Benne
@CapitalCyclist
11Mo·

Retail stocks - which stock is your favorite? 🛒


After yesterday's quarterly figures from Walmart $WMT (-0,16 %) 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 (-0,16 %) +37%

Costco Wholesale $COST (-0,56 %) +55%

🇨🇦

Alimentation Couche Tard $ATD (+1,82 %) +20%

🇳🇱

Ahold Delhaize $AD (+0,21 %) 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?

3
12 Commentaires
image de profil
Kai@Dividenden-Sammler
11Mo
currently only $AD but considering whether $WMT would still be an option in the second portfolio
•
2
•
image de profil
Joker@Blizzard
11Mo
@Dividenden-Sammler $WMT is ath. What motivates you to buy more?
•
1
•
image de profil
Kai@Dividenden-Sammler
11Mo
@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
••
image de profil
Joker@Blizzard
11Mo
@Dividenden-Sammler sounds like a plan.
Is it just me or is the market rather overbought?
••
image de profil
GHF@GHF
11Mo
@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 ...
•
1
•
image de profil
Joker@Blizzard
11Mo
@GHF Well, at least a little bit underneath would be great, but that's only possible if everything is 100% right 🤣
••
image de profil
Benne@CapitalCyclist
11Mo
@Blizzard buy at the ATH ? No problem, in a year there will be the next ATH😎
••
image de profil
Memos97@Memos97
11Mo
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.
•
2
•
image de profil
Nico Uhlig@RealMichaelScott
11Mo
The strongest player in my opinion is and remains Costco.
•
1
•
image de profil
CrashBurner@Psychedelic_Sunflower
11Mo
Team $COST
•
1
•
Leon@Leon1
11Mo
•
1
•
image de profil
JCM@TheStoic
8Mo
$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.
••
Participez à la conversation
S'inscrireConnexion