Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
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Costco and Waste Management offer distinct inflation protection: Costco via its sticky, high-margin membership model, and Waste Management through contracts that pass rising costs to customers.
Every retirement portfolio screen this spring keeps surfacing the same name: Costco Wholesale (NASDAQ:COST), the membership warehouse darling whose stock is up 16.72% year to date on the strength of 82.1 million paid members and a 89.7% worldwide renewal rate. But the setup underneath that headline number deserves a closer look. The Costco Trade Is ... As Kevin Warsh Signals a Tough New Inflation Fight, This Under-the-Radar Monopoly Is a No-Brainer Buy