Joseph Carlson: COST will rise

Said on Apr 14, 2023, at 2:18 in the video.

What was saidApr 14, 2023

Joseph Carlson

@josephcarlsonshow

“I think it has a great future I'm extremely bullish on Costco as a company”

Watch at 2:18Buffett Explains Why He Sold | Joseph Carlson Ep. 314

PredictionCOSTwill riseChecked at fixed windows, from 30 days to 5 years

What happenedafter 1 year

Correct

Entry price (first close after the video)

$491.30

Apr 14, 2023

Price at close

$731.31

Apr 12, 2024

Total return, dividends included

+53.3%

S&P 500 +25.6%

COST closed at $491.30 on Apr 14, 2023. On Apr 12, 2024 it closed at $731.31, a total return of +53.3% (dividends included). SPY's total return over the same window was +25.6%. The call was that it would rise.

30 days

Correct

90 days

Correct

180 days

Correct

1 year

Correct

Details and evidence Report a problem

The window it was checked over

COSTWindow checked

COST closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.

Result at every window

All windows are shown, so none is picked

Result at every window
Window	Result	At the start	At the end	Change	Benchmark
30 daysR-DIR v4	Correct	$491.30Apr 14, 2023	$504.07May 12, 2023	+2.8%Total return, dividends included	S&P 500 −0.2%
90 daysR-DIR v4	Correct	$491.30Apr 14, 2023	$538.45Jul 13, 2023	+9.8%Total return, dividends included	S&P 500 +9.4%
180 daysR-DIR v4	Correct	$491.30Apr 14, 2023	$565.52Oct 11, 2023	+15.6%Total return, dividends included	S&P 500 +6.6%
1 yearR-DIR v4	Correct	$491.30Apr 14, 2023	$731.31Apr 12, 2024	+53.3%Total return, dividends included	S&P 500 +25.6%
3 yearsR-DIR v4	Correct	$491.30Apr 14, 2023	$980.85Apr 13, 2026	+107.9%Total return, dividends included	S&P 500 +72.9%
5 yearsR-DIR v4	Pending	—	—Apr 12, 2028	—	—

Why: 30 days

COST closed at $491.30 on Apr 14, 2023. On May 12, 2023 it closed at $504.07, a total return of +2.8% (dividends included). SPY's total return over the same window was −0.2%. The call was that it would rise.

Why: 90 days

COST closed at $491.30 on Apr 14, 2023. On Jul 13, 2023 it closed at $538.45, a total return of +9.8% (dividends included). SPY's total return over the same window was +9.4%. The call was that it would rise.

Why: 180 days

COST closed at $491.30 on Apr 14, 2023. On Oct 11, 2023 it closed at $565.52, a total return of +15.6% (dividends included). SPY's total return over the same window was +6.6%. The call was that it would rise.

Why: 1 year

Why: 3 years

COST closed at $491.30 on Apr 14, 2023. On Apr 13, 2026 it closed at $980.85, a total return of +107.9% (dividends included). SPY's total return over the same window was +72.9%. The call was that it would rise.

Why: 5 years

Not yet resolved. The window closes Apr 12, 2028.

What was said around it

of them does pay a dividend currently so all of these companies are dividend Growers but instead of focusing on companies that have very high yields I'm focusing on companies that can grow their dividends very quickly there's a couple standout companies in the portfolio currently Texas Roadhouse is at eleven thousand seven hundred dollars in gains this company recently just hit an all-time high yesterday at 111 dollars per share in the consumer category we have CostCo as the big standout here as well this company's done really well over the past five years I think it has a great future I'm extremely bullish on Costco as a company in the real estate category of course we have Vichy this company's pulled back a little bit in stock price over the past month but I think it's still chugging along and one of my favorite things about this company is the enormous dividends that it pays I can bring up my activity feed here and look at my recent dividends and right here on the 6th of April just this month we have a dividend payment for 597 dollars nearly six hundred dollars from a single company that's the biggest dividend payment that I received from any company vichi is a real estate company

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.

See all

Joseph Carlsona call under review

“Maybe will be the exception maybe Costco will drop 40 50% but I think that that's unlikely”

Mar 8, 2024

Not scored

Joseph CarlsonCOSTwill fall

“the stock price is up like crazy over the past month so maybe we'll have a bit of a pullback I'm sure we will at some point but this is one that I'm going to hang on to”

Dec 18, 2023

Not scored

Joseph CarlsonCOSTwill outperform

“I think that it will outperform the General market over the next 10 years despite its seemingly high price and high p e ratio right now”

Apr 10, 2023

Not scored

Joseph CarlsonCOSTwill rise

“I think the company will be two or three times as big in the next 20 to 30 years and I think it will give stable returns to investors over that time period”

Dec 22, 2022 · after 1 year

Correct+46.3%

Joseph Carlsona call with no clear direction

“in my opinion Costco will not be the fastest growing company in the market it won't be the best performing company in the market but it will be in my opinion a market beating company over the next 20 years I think it will outperform the S&P 500 over a 20-year basis”

Sep 30, 2022

Not scored

Joseph CarlsonCOST— a company event

“i have a strong expectation that since they open up the same amount of stores every single year 25 to 30 and their capex spending isn't going to be increased in fact it's going to play a smaller portion of their revenue that they have to increase the amount of dividends that they're paying either on a quarterly basis or the special dividends”

Oct 19, 2021 · after 1 year

Not verifiable

The window it was checked over

Result at every window

What was said around it

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