Dec. 19, 2025•
Somewhat-Bullish
Jim Cramer advised a caller to wait for a pullback before buying TJX Companies, Inc. stock, noting its recent upward spike followed by a drop suggests a potential further decline. He highlighted TJX's "tremendous momentum" as a growth retailer but suggested waiting for a better entry point. Cramer previously endorsed TJX and Costco for the Charitable Trust, citing their excellent numbers.
Dec. 19, 2025•
Somewhat-Bullish
Jim Cramer advises investors to wait for a pullback before buying shares of The TJX Companies, Inc. (NYSE:TJX), despite acknowledging the company's "tremendous momentum." He suggests that recent market activity indicates a potential short-term decline, creating a better entry point for investors. Cramer views TJX as a strong growth retailer, alongside Costco, for his Charitable Trust.
Dec. 19, 2025•
Somewhat-Bullish
Las Vegas Sands (LVS) has recently broken above its 20-day moving average, signaling a short-term bullish trend and making it an attractive pick from a technical perspective. The company's shares have increased by 5.5% over the past four weeks, and it holds a Zacks Rank #1 (Strong Buy), bolstered by positive earnings estimate revisions. Investors should monitor LVS due to this combination of technical indicators and strong fundamentals for potential continued gains.
Dec. 19, 2025•
Neutral
Costco is making discrete changes to its product offerings, reducing the variety of certain items like toys and Christmas trees, to combat rising prices influenced by tariffs. The company's CFO stated this affects only about 2% of its products. Costco is also emphasizing its private label, Kirkland Signature, and has opted to absorb higher costs and consolidate orders rather than raise prices.
Dec. 19, 2025•
Somewhat-Bullish
Walmart is slated for significant changes in 2026, including the opening of new stores in Florida as part of a national expansion, a major leadership transition with John Furner becoming the new CEO, and product improvements such as the elimination of synthetic food dyes. Additionally, the company plans to implement new digital shelf label technology in 2,300 stores to enhance the in-store experience. These initiatives reflect Walmart's commitment to growth, improved customer experience, and transformation.
Dec. 19, 2025•
Somewhat-Bearish
Safeway, Albertsons, and Costco, along with Advantage Solutions, have agreed to a $1.04 million settlement for alleged California labor law violations. The settlement impacts nonexempt employees and contractors who sold or promoted goods in California stores and warehouses between June 2015 and November 2025, addressing claims of unpaid wages and missed meal/rest breaks. Eligible class members can claim a cash payment based on shifts worked, with the settlement including contributions from all involved companies.
Dec. 19, 2025•
Somewhat-Bearish
Guggenheim maintained its Neutral rating on Costco Wholesale (NASDAQ:COST) due to concerns over softening metrics like membership renewal rates and elevated valuation. The stock has pulled back 11% in the past six months, contrasting with the S&P 500's rally, and still trades at a high valuation despite recent positive earnings and AI investments. Other analysts have varying outlooks, with some downgrading due to weakening metrics and others maintaining Buy ratings with higher price targets.
Dec. 19, 2025•
Somewhat-Bullish
Whalen Wealth Management Inc. has initiated a new $1.90 million investment in Waste Management, Inc. (NYSE:WM) by acquiring 8,602 shares, making it their 22nd largest holding. Despite Waste Management narrowly missing Q3 earnings and revenue estimates, its stock maintains a "Moderate Buy" rating with an average analyst price target of $248.95 and a quarterly dividend of $0.825. Institutional ownership stands at 80.40%, while corporate insiders hold 0.18%, with a recent SVP stock sale noted.
Dec. 19, 2025•
Somewhat-Bullish
Mercury Insurance proposes five safety-focused gift ideas for drivers this holiday season, moving beyond traditional gadgets to items that offer protection and peace of mind. These suggestions, which include portable jump starters, dash cams, and emergency kits, aim to enhance road safety and potentially reduce risks and insurance claims. The company emphasizes that these gifts demonstrate care for loved ones by helping them stay safe on the road throughout the year.
Dec. 19, 2025•
Bullish
Costco stock is having a rare down year in 2025 despite excellent performance, facing a downgrade and a stock plunge. Investors are debating whether to buy on the dip or steer clear, especially given its high P/E ratio. The article analyzes Costco's strong membership model, e-commerce growth, and sales metrics, but also points out investor wariness regarding comparable sales growth and the stock's expensive valuation.
