10Mes·

Retail stocks - which stock is your favorite? 🛒


After yesterday's quarterly figures from Walmart $WMT (-0,84%) 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 (-0,84%) +37%

Costco Wholesale $COST (-0,51%) +55%

🇨🇦

Alimentation Couche Tard $ATD (+0,01%) +20%

🇳🇱

Ahold Delhaize $AD (+1,13%) 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 Commenti

immagine del profilo
currently only $AD but considering whether $WMT would still be an option in the second portfolio
2
immagine del profilo
@Dividenden-Sammler $WMT is ath. What motivates you to buy more?
1
immagine del profilo
@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
immagine del profilo
@Dividenden-Sammler sounds like a plan.
Is it just me or is the market rather overbought?
immagine del profilo
10Mes
@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
immagine del profilo
@GHF Well, at least a little bit underneath would be great, but that's only possible if everything is 100% right 🤣
immagine del profilo
@Blizzard buy at the ATH ? No problem, in a year there will be the next ATH😎
immagine del profilo
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
immagine del profilo
The strongest player in my opinion is and remains Costco.
1
immagine del profilo
1
1
immagine del profilo
$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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