ISHRS S&Pp Glb Cons Staple

Carter Financial Group INC. Purchased Walmart Stock in Q2

B. Riley Wealth Advisors Increases Holdings in Philip Morris International in Q2

Roth MKM Analyst Bill Kirk Downgrades Costco Stock Rating

Piper Sandler Raises Coca-Cola Target Price to $87

Morgan Stanley Gives Walmart a Buy Rating

Walmart's Sam's Club to Open New Store in Liwan District, Guangzhou on December 22

Coppell Advisory Solutions LLC reduces stake in Costco

Castleark Management LLC Reduces Walmart Holdings

Advisory Services Increased Procter & Gamble Shares; CEO Reduced Holdings

Costco Announces Taiwan Included in 2026 Store Relocation Plan

Nonprofit Forces Disclosure of FTC Complaint Against Pepsi and Walmart Price Fixing

Coca-Cola Makes Final Efforts to Negotiate Sale of Costa Coffee

Humankind Investments LLC Reduces Stake in Procter & Gamble

Elevatus Wealth Management Reduced Walmart Holdings by 71.9% in Q2

Costco Thanksgiving Pie Sales Set Records at 4.5 Million

Walmart and Sam's Club Test 'Eye Robot' Kiosks for Eye Exams in Pennsylvania

Bank of America predicts Costco's extended hours will boost revenue

Broadcom Announces Q4 Earnings, Google Partners with UK Quantum Centre

Canada Pension Plan Increases Stake in Philip Morris International

CPP Investment Boosts Walmart Shares in Q2

AdvisorShares MSOS 2x Daily ETF

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Roundhill Cannabis ETF

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Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

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Carter Financial Group INC. purchased 9,258 shares of Walmart Inc. (NASDAQ:WMT) in Q2, valued at approximately $905,000. Several other institutional investors also adjusted their positions in Walmart. Insiders sold 126,403 shares worth $13,386,774 in the last 90 days. Walmart's stock opened at $116.70 on Monday, with a market cap of $930.12 billion. The company reported Q3 earnings of $0.62 per share, beating estimates. Analysts have raised their price targets for Walmart.

- Carter Financial Group INC. acquired 9,258 shares of Walmart Inc. valued at approximately $905,000 in Q2, as reported in a recent SEC filing.  
- Several institutional investors increased their stakes in Walmart, with Brighton Jones LLC raising its position by 28.8% and Vestmark Advisory Solutions Inc. by 84.6%.  
- Walmart reported earnings of $0.62 per share for the last quarter, exceeding estimates, and analysts have set a consensus price target of $119.31 for the stock.

Market Beat

Walmart

Carter Financial Group INC. Makes New Investment in Walmart Inc. $WMT

COST

The history of Costco: Founded in 1983 in Seattle, Washington, Costco now has 923 locations around the world and more than 145 million cardholders.

Costco Wholesale

How Costco became the king of bulk buying, starting out by selling only to businesses out of an old airplane hangar

The Dow Jones closed lower but recorded a weekly gain, while investor sentiment declined, moving the CNN Money Fear and Greed index to the 'Fear' zone. The S&P 500 fell over 1% due to a tech-led sell-off, with Broadcom and Oracle shares dropping significantly. Most sectors ended negatively, except consumer staples and health care. Investors await earnings from MindWalk Holdings, Navan, and Champions Oncology. The Fear & Greed Index, now at 42.2, indicates increased market fear.

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Target

Kroger

Dow Settles Lower But Records Weekly Gain: Investor Sentiment Declines, Greed Index Moves To 'Fear' Zone

RILY

B. Riley Wealth Advisors Inc. acquired a new stake in Philip Morris International Inc. during the 2nd quarter, purchasing 10,479 shares valued at approximately $1.9 million. Other institutional investors also increased their positions in the company. Analysts have given the stock a consensus rating of 'Moderate Buy' with an average target price of $189.00. Philip Morris International recently declared a quarterly dividend of $1.47 per share, yielding 3.8%.

B Riley Financial

Phillip Morris

B. Riley Wealth Advisors Inc. Buys New Stake in Philip Morris International Inc. $PM

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AMAT

Wall Street analysts revised ratings and price targets for several U.S.-listed companies, including Applied Materials, Coca-Cola, and Glacier Bancorp. Notable changes include Jefferies raising Applied Materials' target price to $360, Piper Sandler increasing Coca-Cola's target to $87, and KBW upgrading Glacier Bancorp to outperform. Other companies with revised targets include AMC Networks, Atlantic Union Bankshares, and Chevron, among others.

- Wall Street analysts have updated ratings and price targets for several U.S.-listed companies, including Applied Materials and Coca-Cola.  
- Notable changes include Jefferies raising Applied Materials' target price to $360 and Piper Sandler increasing Coca-Cola's target to $87.  
- Other adjustments include KBW upgrading Glacier Bancorp to outperform and Jefferies initiating coverage on Sera Prognostics with a buy rating and a target price of $5.

Reuters

Coca Cola

Glacier Bancorp

Applied Materials

U.S. RESEARCH ROUNDUP-Applied Materials, Coca-Cola, Glacier Bancorp

Coca-Cola is in last-minute talks with TDR Capital to finalize the sale of Costa Coffee, facing pressure to complete the deal. TDR is interested in Costa's UK and international operations, excluding China. Coca-Cola may retain a minority stake to make the deal more appealing. Analysts remain bullish on KO stock, rating it a Strong Buy with a price target of $79.38, indicating a 12.56% upside.

- Coca-Cola is in final discussions with TDR Capital to finalize the sale of Costa Coffee, which has faced challenges since its acquisition in 2018.  
- The outcome of this deal could significantly impact Coca-Cola's portfolio strategy and investor sentiment, as pricing issues have emerged as a major hurdle.  
- Despite uncertainties surrounding the sale, analysts remain optimistic about Coca-Cola's stock, rating it a Strong Buy with a 12-month price target suggesting further upside.  

Tip Ranks

KO Stock Watch! Coca-Cola Makes Final Push to Rescue Costa Coffee Sale

Bill Kirk from Roth MKM downgraded Costco to a Sell rating with a price target of $769. Despite this, Costco has an analyst consensus of Moderate Buy with a price target of $1,061.83. Kirk's average return is -8.6% with a 39.34% success rate. He covers the Consumer Defensive sector, including stocks like United Natural Foods and Grocery Outlet Holding.

Costco (COST) was downgraded to a Sell Rating at Roth MKM

The company's brand name is its most valuable asset.

Here's how many shares of Coca-Cola you'd need for $10,000 in yearly dividends

It would cost over $60,000 if you were starting with zero shares.

Here's how many shares of Walmart you'd need for $500 in yearly dividends

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Investors discuss on social media: Walmart's forward P/E ratio is currently 40 times, while NVIDIA's is 23 times. The discussion is all about the latter's bubble, but who is really more of a bubble?

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NVIDIA

GraniteShares 2x Long NVDA Daily ETF

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T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Who is the bubble?

The article explores the concept of a simple, individual stock portfolio with 25% allocation in stocks like Lockheed Martin, Johnson & Johnson, and Coca-Cola, emphasizing survivorship bias and demand stories. It contrasts this with a 60/40 portfolio using Nasdaq 100 derivative income funds and high yield bonds, highlighting risks and returns. The discussion includes the impact of AI bubbles and the importance of understanding equity beta in high yield bonds.

- The article discusses the rise of 2X single stock ETFs and their implications for market behavior, likening some investment strategies to gambling.  
- It explores the concept of a simplified stock portfolio focused on companies with enduring demand, highlighting examples like Coca-Cola, Johnson & Johnson, and Microsoft, while cautioning against over-concentration in individual stocks.  
- The author also critiques a high-risk portfolio strategy involving a significant allocation to a Nasdaq ETF, warning of potential vulnerabilities in the event of a market downturn.

Talkmarkets

Johnson & Johnson

Lockheed Martin

Simple But Not Well Diversified

AVGO

Jim Cramer discusses the challenges facing Broadcom and Costco due to their high price-to-earnings multiples. Broadcom's AI chip business faces competition and potential delays in Oracle's data center projects for OpenAI. Concerns over profitability and market dynamics impact stock performance. Cramer highlights the complexity of the situation and the need for clarity on AI buildout and chip orders.

CNBC

Broadcom

Broadcom and Costco's rich valuations leave little room for error as battleground stocks

MarketBeat's stock screener tool highlights Walmart, GameStop, and GigaCloud Technology as the top Ecommerce stocks to watch today. These companies had the highest dollar trading volume recently. Walmart operates retail and ecommerce units globally. GameStop provides games and entertainment products through stores and online platforms. GigaCloud Technology offers B2B ecommerce solutions for large parcel merchandise. Investors buy these stocks for exposure to online shopping growth, despite sector-specific risks.

- MarketBeat highlights Walmart, GameStop, and GigaCloud Technology as key Ecommerce stocks to monitor due to their high trading volumes.  
- Walmart operates various retail and eCommerce segments globally, while GameStop specializes in gaming products, and GigaCloud Technology offers B2B ecommerce solutions for large parcels.  
- Investors are drawn to these stocks for exposure to online shopping growth, despite inherent sector risks like competition and consumer spending sensitivity.

GigaCloud Tech

GameStop

Ecommerce Stocks To Research - December 14th