11Mes·

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?

12 Commenti

Kai@Dividenden-Sammler

11Mes

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

•

Joker@Blizzard

11Mes

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

•

Kai@Dividenden-Sammler

11Mes

@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

••

Joker@Blizzard

11Mes

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

••

GHF@GHF

11Mes

@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 ...

•

Joker@Blizzard

11Mes

@GHF Well, at least a little bit underneath would be great, but that's only possible if everything is 100% right 🤣

••

Benne@CapitalCyclist

11Mes

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

••

Memos97@Memos97

11Mes

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.

•

Nico Uhlig@RealMichaelScott

11Mes

The strongest player in my opinion is and remains Costco.

•

CrashBurner@Psychedelic_Sunflower

11Mes

Team $COST

•

Leon@Leon1

11Mes

$ATD

•

JCM@TheStoic

8Mes

$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.

••