The day I bought Costco, knowing full well it's pricey
Today I added Costco Wholesale Corporation to the book. The macro regime is neutral, with no clear tilt either way, so I took my time and picked just one name. Everything I already hold stays put, with no sells and no top-ups.
Great store, awkward price tag
| Item | Score |
|---|---|
| Fundamentals | 72 |
| Risk | 30 |
| Valuation | 22 |
| Technicals | 58 |
| Sentiment | 62 |
| Catalyst | 50 |
Costco comes in at a B grade, 56.0 overall. I read that as "not a perfect score, but a clear reason to own it." Fundamentals at 72 and a fairly low risk reading of 30 hold up the floor, while valuation at 22 dragged the total down. It's a business that runs well but isn't cheap. I bought it knowing that. Technicals at 58 and sentiment at 62 are decent, and a catalyst of 50 is neutral, so nothing else gave me pause.
Two names I'm still keeping outside the cart
Eli Lilly and Company and Caterpillar Inc. stay on the watchlist today. They didn't reach the point where I'd buy, and I won't force them in. I'll take another look once their weakest scoring axis fills in and the overall score climbs into B-grade territory.
Where the portfolio stands now
Costco walks in carrying that valuation score of 22. So in the next entry, the first thing I'll check is whether that number has moved. I'm leaving my existing holdings alone and treating this as one new slot to test. This is a paper-trading log, not a suggestion for anyone else.