$COST Costco Tape Reports
Per Ticker.id: $COST Costco Tape Reports — 50 podcast mentions across 14 podcasts (30 days), latest 2026-08-27 00:06 UTC.
And we also answered a question about Costco and many other companies, but Costco is most important, especially to Luke. He's a big fan of Costco. But if you happen to miss that show, it was a great one. Go check it out. The best way to get every show is to follow Invest Talk wherever you get your podcasts. Now we have a lot of ground to cover. Over the next 45 minutes today, and time permitting, we'll get to all of it. And our main focus point is about Germany's aging population. New data came out around how much of their budget is going towards entitlements. And is that a harbinger of things to come here in America? Because from a demographic standpoint, we're a bit behind Europe and Germany. So we're going to look at that. In addition, we are going to touch on Leverage ETFs. Regulators have approved them, but the outcome for investors has been horrendous. So we're gonna look at that, and then we're gonna look at all different types of investments that prey to the worst instinct of the average investor. What's good, what's bad, and what you should avoid. Like the plague. So we'll look at that. We also will answer questions about which sector to invest in, and then Lockheed Martin. These are from the InvestTalk Voice Bank.
Justin Klein — InvestTalk · Germany's Aging Population and Record Social Spending: A Preview of America's Fiscal Future? · 2026-08-27Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. It's good to be here with you on this Wednesday, August 26th. I'm Julie Morgan. Target fell nearly 4% on Tuesday after the retailer pulled a controversial Halloween costume. The product, sold as the Kids' Glows Under Blacklight Circus Clown Halloween Costume, prompted backlash on social media as some consumers said it resembled a racist caricature evocative of minstrel shows. Target issued an apology, saying in part, "We know this is especially hurtful for our Black guests, team members, and partners." In an internal email viewed by Reuters, the chief merchandising officer echoed Target's public apology, telling employees the item "never should have been in our assortment" and that the company would "learn from this and do better." An analyst with Morningstar said the share drop reflected the fragility of Target's competitive positioning. Noting that it relies on consumer relations and shopping experience to compete with retailers like Walmart and Costco that win on price. SpaceX plans to develop a $100 billion Starship launch and production complex on about 125,000 acres near Pecan Island, Louisiana. Starbase Louisiana is expected to include 5 launch complexes with 2 pads each, along with propellant production, power generation, vehicle processing, and employee housing. Construction is scheduled to begin in 2027, with the first launch targeted for 2029. The $100 billion project will give SpaceX another base for Starship operations, alongside its existing South Texas site and a planned facility at Cape Canaveral, Florida. The Louisiana location would support southbound launches over the Gulf of Mexico and missions into near-polar orbits. According to the president of SpaceX, the project could create 3,000 to 10,000 jobs. The company and Louisiana also plan to restore coastal wetlands and protect wildlife around the site, which previously belonged to ExxonMobil before being returned to the state through a legal settlement. And something that continues to show up on our list of trending topics: Walmart has added a contactless payment system including Apple Pay at select stores and Sam's Club locations. It rolled out earlier this week with further expansion planned for later this year. Tap to Pay at Walmart will allow shoppers to hold a credit card, phone, or smartwatch near a card reader to send payment data instantly without swiping or inserting a credit or debit card.
Julie Morgan — Wall Street Breakfast · Bullseye misses the mark · 2026-08-26$286 billion would be a lot of fraud savings. I mean, that is close to the total sales Costco makes in a year. Mark wondered how they came up with that number for anticipated fraud savings.
Adrian Ma — The Indicator from Planet Money · What Mark Cuban REALLY thinks of Medicare for All · 2026-08-26Yes, this is Brett calling from California. I wanted to get your insight on a company called— well, actually, you know this company, Costco. I'm just trying to get in a high-value company and has good strong fundamentals. I know the share price is kind of high. I just want to see if you think it's a good long-term investment and just dollar cost average it. Thank you.
Speaker B — InvestTalk · Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point? · 2026-08-26Well, for all the days to have I know, but both of us, Providence, but most importantly, Luke on, on the show, it's to have a question about Costco. Luke, why don't you tell the audience about your love for Costco before we even get into the actual business or investment thesis, etc.?
Justin Klein — InvestTalk · Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point? · 2026-08-26So, so, uh, you know, it, it Produced about $8.8 billion in free cash flow, which is still near an all-time high. I would say close to half of that probably comes from Luke himself. But then return on equity is 29%. So it's a very quality business and it has about $6 billion in net cash on its balance sheet. So debt-free. But when you look at things like enterprise value to EBITDA, you're at about 30 times, which is pretty expensive for a company this large that, you know, is growing kind of high single digits on the revenue side and earnings side, kind of around 10% range. So you're going to pay a premium for this name. Absolutely. But, you know, that's one of the reasons why we sold it. The valuation got a little stretched and then the momentum started to wane as well. And that's why we— going back to what I talked about yesterday, opportunity costs— we found, we said, okay, If it's just going to try to chop sideways, then we'd much rather put this money in something that's actually going to start to advance, has a better chance to advance at a much better valuation. And that's been certainly a correct call. And, you know, valuations can correct in multiple ways. It can decline in price. That's the most common. But often, the performance can just be substandard for a long period of time while the business continues to produce profits, cash flow, for shareholders. And that's kind of the case here with Costco because the enterprise value to EBITDA peaks back in 2025 at about 36 times. So now we're at about 29 times. So, you know, it's getting better. It's becoming more attractive. But is it cheap yet? I mean, I think low 20s, I'd probably pay enterprise value to EBITDA for this name.
Justin Klein — InvestTalk · Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point? · 2026-08-26Yeah, that could certainly happen. But also the price is what would have to not advance as well at the same time. So, you know, that's certainly possible. Now, when we bought it, I think we bought it in 2023 roughly. Yeah, that was true. That's when it was trading in that low 20s, kind of around 20 times enterprise value. So, you know, we, we sold it when it was closer to 35 times. So I would want it closer to that 20 times. It's a great name to have on— everybody should have Costco on their watch list. There's not an argument about whether it's a good business or not. It absolutely is. It's just what are you willing to pay? And to me, it's—
Justin Klein — InvestTalk · Ray Dalio's Debt Crisis Warning: Is the US Heading for a Fiscal Breaking Point? · 2026-08-26I'm a Costco guy.
Speaker D — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/25/26 · 2026-08-25