COSW Sells Away Costco’s Upside Each Week to Fund Its Distributions
View original at finance.yahoo.com“with net income rising 13.8% to $2.035 billion”
What we drew from this source
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COSW targets 1.2 times (120%) of Costco's weekly total return while distributing income every week through an options-based structure
60% confidenceCostco's strong valuation multiples mean momentum bursts create forgone capital gains that get redirected into weekly distributions rather than fund NAV appreciation
60% confidenceAnalyst consensus price target for Costco is $1,067, above current levels
60% confidenceAnalyst consensus price target for Costco is $1,067
60% confidenceCostco's fundamental case for continued appreciation is strong
60% confidenceCOSW's income thesis depends on implied volatility levels that compress during calm markets
60% confidenceAnalyst consensus price target for Costco is $1,067
60% confidenceAnalyst consensus price target for Costco is $1,067, above current levels
60% confidenceCOSW's income thesis depends on implied volatility levels that compress during calm markets
60% confidence
Data points we hold from this source
| Walmart Inc. · pe ratio | 44 ratio |
| Walmart Inc. · ytd stock return | 10 percent |
| Walmart Inc. · ytd return | 10 percent |
| Costco Wholesale Corporation · ytd return | 13 percent |
| Costco Wholesale Corporation · ytd stock return | 13 percent |
| Costco Wholesale Corporation · analyst price target | 1067 USD |
| Costco Wholesale Corporation · pe ratio | 50 ratio |