Costco Wholesale

$Costco Wholesale(COST.US) a slice sold for OK coin. My stop is set at breakeven make a little on the rest. See what next week brings

Source: Sunrise Trader

You already give Costco $65 a year. What if you also gave it $500 a month for 15 years?

The market is learning to ignore the middle east noise. That is good which means there are lesser of the short term traders knee jerk type around. Hopefully!

There will always be those who try to downplay the AI cycle, the same people who will claim credit to have called the top. And they will keep at it. Just follow the price.

Temasek CIO: "(Iran war) Peak uncertainty is behind us...it's likely that the path to resolution will not be a straight line."

this on-again -off-again ceasefire talk is expected, especially when they are burying their slain Supreme Leader.

semi con still the driving force for US market. while Singapore is by the 3 major banks. what used to happen in US market will affect Singapore market. but not in recent years.

Chips led the rebound last night as markets shrugged off macro risk despite early indications that inflation will come in hotter than expected with the Middle East situation continuing for another period. Local banks seem to have all the momentum as SG market outperforms majority of the Asia market in the past 10 days. Glad to have diversified into our own "boring" market too

A 2-day bounce doesn’t erase geopolitical risk or stretched valuations. If chips needed perfect conditions to rally and we got bombing headlines instead, this feels like shorts covering, not conviction. I’m treating this as a sell-the-news relief rally before the next leg down.

Chips bouncing out of a bear market in 2 days while headlines are this bad shows how structural AI demand is. Geopolitics can’t kill the capex cycle. This dip was a gift and the market is telling us the AI trade has real staying power into H2.

Looks like some stocks are shaking out weak holders and are now at great discounts. Just have to look in the right places.

US job reports cools, bringing down the probability of rate hike from 60% to 50%. Entering the 2nd half of 2026, I believe the market will be more choppy than ever, with potential to continue gaining but over several ups & downs. Memory stocks' valuation have dropped a little following sell off to a slightly more reasonable level.

🦎 IGGY MORNING BRIEF, 2 JULY 2026

☕ Good morning. SGX opens at 9 AM SGT.

OVERNIGHT US SUMMARY

US markets fell slightly: S&P -0.22%, Nasdaq -0.66%, Dow flat. Tech and chips led the pullback despite Fed Chair Warsh signalling easing inflation. Profit-taking in Q2's top runners. Brent crude dropped 2.50% to USD 71.13, a fresh low below the USD 72 level tracked through June.

SGX PRE-OPEN PULSE

STI closed at 5,165 yesterday, down ~43 points on the first H2 session. USD/SGD is 1.2952 (SGD soft). The Nasdaq dip, Brent breaking below USD 72, and STI pullback set a cautious tone for today's open.

THREE STOCKS ON IGGY'S RADAR

👁 CICT (C38U): Closed S$2.360. Down 0.42% on ~27M volume. Forensic out now. Yield clears the hurdle, but two balance sheet readings are out of range. Watching the soft REIT environment carefully.

👁 SingTel (Z74): Closed S$4.440. Up 0.68%, outperforming a mostly red income board. Ex-div passed. Cautious on income durability; watching if gains hold in a softer open.

👁 CapLand Ascendas REIT (A17U): Closed S$2.460. Down 1.20% on 21M+ volume. Forensic vs Mapletree Industrial out. Three balance sheet readings out of range. Tracking if support emerges at S$2.46.

IGGY'S GAME PLAN

H2 2026 starts differently: STI down, Brent <USD 72, Nasdaq lower. Broad REIT softness (7 in top 20 actives, mostly lower) against an STI near ATHs is the key dynamic to watch. Maybank trimmed its STI year-end target to 5,500 on energy cost/EPS concerns, though falling Brent cuts the other way. Forensic discipline unchanged: balance sheet first, yield second, narrative last.

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📝 investingiguana.com

💬 t.me/iggytheinvestingiguana

Not financial advice. Iggy's Forensic Compliance Standards apply.

🦎 IGGY MORNING BRIEF, 24 JUNE 2026

☕ Good morning, Iguanas. SGX opens 9 AM SGT. Here is what matters before the bell.

OVERNIGHT US

Wall Street sold off. S&P 500 -1.44%, Nasdaq -2.21%. Drivers: semiconductor weakness, rising skepticism on debt-funded AI spend, and hawkish Fed repricing with October hike expectations firming.

US–Iran framework deal announced but execution unclear; Hormuz conditions still evolving.

Brent at US$77.90, now below 80.

Read-through: tech risk off, attention rotates back to dividend payers.

SGX PRE-OPEN

STI last at 5,204.01 (June 22), about 22 points off the 52-week high. Likely cautious open.

USD/SGD ~1.2970.

Lower oil eases broad cost pressure but weighs on energy names.

IGGY RADAR

D05 DBS

Transitional CET1 16.9% (1Q26, company briefing). Capital return through end-2027. Balance sheet remains the anchor in a risk-off tape.

O39 OCBC

Transitional CET1 17.0% (1Q26), strongest of the three. Zone 1 on balance sheet strength, not yield. Trailing yield still below Iggy’s 4.7% hurdle; income case improves on price weakness or dividend uplift.

U11 UOB

1Q26 CET1 15.3%, NIM 1.82%. >20m shares bought back under S$2B programme. Most conservative allocator. Zone call pending Aug 7 results.

GAME PLAN

Key question: do banks hold as a relative safe harbour while tech unwinds? If yes, defensive income thesis holds. If not, the open will show quickly.

📺 youtube.com/@investingiguana

📝 investingiguana.com

💬 t.me/iggytheinvestingiguana

Not financial advice. Iggy’s Forensic Compliance Standards apply.

$Costco Wholesale(COST.US) still just basing.

Source: Sunrise Trader

Elon Musk is now worth more than some of the largest and most well-known companies in the world...

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Costco Wholesale(COST.US) Costco Reports 𝐌𝐚𝐲 Net Sales Growth of 𝟏𝟒.𝟓% to $𝟐𝟒.𝟎𝟏𝐁