As to COSTCO.......they had their worst year in terms of stock performance in 2025....of the last TWENTY YEARS. Of course there was a 39% gain in 2024......so....things are tending to average out. I like this little article....NOT....for the special dividend content which is outdated now....but for the other content taking about the business fundamentals of the company. Will Costco Announce a Special Dividend on Dec. 11? https://finance.yahoo.com/news/costco-announce-special-dividend-dec-123231872.html For those that have not held this stock for a long time like I have.....I will say that I do NOT expect a booming year in 2026.....I dont see it as a probability......simply a "possibility". I expect that the stock will simply MUDDLE ALONG...at least for the first half of the year..... similar to 2025. The price per share is too high for a consumer retail stock. The REFUSAL of the company to consider a stock split is extremely FOOLISH. In my view a split of 5 for 1 or better 10 for 1.....would energize the stock. I LOVE.... COST stock....but...it is a long term hold. It is not going to operate as a go-go tech stock. I like to own it as a balance to all the tech companies that I own. I need exposure to the non-tech world and COST gives me that. I am NOT going to have my entire portfolio in TECH. That is why I have about 30% of my portfolio in the SP500 Index and Fidelity Contra Fund. I actually wish I had a few more non-tech companies to balance out the tech risk in my portfolio. BUT.....I am not willing to sell off my big tech and put those funds into other areas of business right now. AND....I have NO significant funds to add to my account now or into the foreseeable future since....I AM FULLY INVESTED NOW AND FOR THE FUTURE. Companies that I have an interest....and would call my little watch list for the future.... that are non-tech......WMT, PG, NKE, HD, BLK, SCHW. Most of these are pretty understandable. The one that some might be surprised to see here is.....NKE. I am still hopeful that their new management can pull off a good turn-around in the next year or two.
Of course, there has been quite a bit of chatter about this, with Munger passing and Buffett's recent retirement. Abel has been with BRK for a long time rising through the ranks, so he is likely very familiar with operations and such. It is big shoes to fill, but that would be so with anyone taking over after those two. I'll take the easy answer and state that it will take time to see. I am sure there are new ideas and thoughts and likely immense pressure to do well. Much of the opinion and media chatter has been it cannot be duplicated. I think the foundation has been set and Abel is greatly familiar with that. Is he going to do some things differently? Probably. I think most CEO's do when they take over. Continued success or lack of it will be determined by some of those decisions. I don't have BRK in my plan, but if I did, I think I would give it some time and evaluate things as it moves along. Abel has earned the trust and confidence of Buffett, so that means something going forward.
Amen. It is always important to research the information and then step away and evaluate your own plan and circumstances. Too many just simply copy or go along with stuff. Always look at your own roadmap. If you construct your plan for you and your own goals, you will most likely understand and stick with it.
Yes, they did well. I have held some international (broad index) a few times throughout my investing journey. During those times, I think they lagged my US allocation for the most part. They did okay and paid a decent dividend during my previous holding time. The last couple of years they have done differently. The interesting part will be if it continues to do so.
Plenty of "news" for the media to banter about this coming week.... Venezuela. Maybe they will have their eyes on that instead of the market. Never a dull moment it seems. Back to our business, the market. 2026 is here and we are on our way. Will we close out another banner year? Will we have to pay the price for the great ride we have been on? Time will tell. Our journey continues.
You know why stocks did amazing in 2025. Because when Trump did Tarrifs sold it off extremly deep start of year people got in and held and had by far the best years they ever had. I will be investing heavy in high dividend stock this year and holding.
Happy New Year all Just catching up on the posts — I’ve been away for a while! We had a great time at Disney, but we all fell ill once we got home. We spent all of Christmas laid up in bed with an awful virus… talk about bad timing! Thankfully, we all recovered and had a nice week off together before returning to work today. Nice article posted, rg. It’s quite rare to see my little island mentioned in the mainstream media. I’m living on an island of ice today — we’ve had some very cold weather this week, and even some snow this morning. Very rare indeed! I did take note of my end-of-year gains and finished on 16.6%. I’ll happily take that. Here’s to another great year on Stockaholics — cheers, all!
