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Feb 18, 2021
If You Invested $10,000 in These 5 Companies…

If You Invested $10,000 in These 5 Companies…

Just about every investor will face a moment in their career where they say, “I wish I would’ve invested in that company or asset 10 years ago.” It’s a cold, hard reality of investing over time. We’ll all have plenty of “missed opportunities,” whether it’s a stock you didn’t buy, a strategy you didn’t invest in, a real estate deal that fell through, or in the current era, a cryptocurrency wager you didn’t make.

There’s not a whole lot of benefit in dwelling on a missed opportunity, but I’m going to anyway in this post. It’s not in an effort to rub salt in anyone’s wound. The goal is to remind investors of the benefits – and compounding power – of smart, long-term investment choices. Specifically, investing in companies that have solid management, robust earnings growth, and widely embraced brands. Those are the types of companies with the potential to deliver attractive returns – for investors who stick with them.

I’ve picked 5 companies at random, and I took a look at how much a $10,000 investment would have grown over the last five years. To note, I assumed the investor took any dividends as cash, my napkin math below represents price returns versus total returns. Also, returns are as of May 25, 2018.

Facebook (ticker: FB) – $10,000 invested on January 1, 2013 would be worth $76,067.

Netflix (ticker: NFLX) – $10,000 invested on January 1, 2013 would be worth $107,503.

Apple (ticker: AAPL) – $10,000 invested on January 1, 2013 would be worth $29,654.

Visa (ticker: V) – $10,000 invested on January 1, 2013 would be worth $29,101.

Costco (ticker: COST) – $10,000 invested on January 1, 2013 would be worth $17,341.

As you can see, not every longer-term play was as gangbusters as Netflix, Facebook or even Amazon. But that’s not the point. The point is that finding quality companies and making a smart, committed trade can pay off – and there are plenty of ways to do it.
 

 

That being said, I wouldn’t advocate for picking one company and investing everything in it, quite the opposite in fact. I like the strategy of building a diversified portfolio with 90% of my liquid net worth and then investing the other 10% in a bet of some kind, whether in an individual security or perhaps even cryptocurrency if that’s your thing.

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You can learn more and even start a 45-day free trial today. Get started on tickeron.com.

Related Ticker: COST

Contributor

Sergey Savastiouk, Ph.D. has a degree in Applied Mathematics from Moscow University and has extensive experience as an entrepreneur, investor, manager, and mathematician. His professional expertise is in applied mathematics, mathematical modeling, system and pattern analysis, and software and hardware system integration. He has served as the CEO of several hi-tech start-up companies and nonprofit organizations, which has given him proven capabilities in business strategy for high-tech start-up companies, market assessment, company formation, team building, product development, marketing, and sales. He has published numerous articles in journals and magazines on related fields. As a retail investor, he spent 15 years developing his proprietary trading and quantitative algorithms (now Tickeron’s A.I.), which brought him significant returns in trading the stock market. His current work and goal in founding Tickeron is to bring professional, sophisticated stock market analysis capabilities to retail investors via an easy-to-use interface.


COST's RSI Oscillator recovers from oversold territory

The RSI Oscillator for COST moved out of oversold territory on September 11, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 27 similar instances when the indicator left oversold territory. In 18 of the 27 cases the stock moved higher. This puts the odds of a move higher at 67%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on September 25, 2026. You may want to consider a long position or call options on COST as a result. In 43 of 75 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 57%.

The Moving Average Convergence Divergence (MACD) for COST just turned positive on September 25, 2026. Looking at past instances where COST's MACD turned positive, the stock continued to rise in 30 of 50 cases over the following month. The odds of a continued upward trend are 60%.

Following a +0.94% 3-day Advance, the price is estimated to grow further. Considering data from situations where COST advanced for three days, in 218 of 354 cases, the price rose further within the following month. The odds of a continued upward trend are 62%.

Bearish Trend Analysis

The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.

COST moved below its 50-day moving average on August 31, 2026 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for COST crossed bearishly below the 50-day moving average on September 04, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 9 of 19 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 47%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where COST declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 38%.

COST broke above its upper Bollinger Band on September 25, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

The Aroon Indicator for COST entered a downward trend on October 05, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is 18 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 63, placing this stock better than average.

The Tickeron SMR rating for this company is 35 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is 53 (best 1 - 100 worst), pointing to average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is 56 (best 1 - 100 worst), indicating fairly steady price growth. COST’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Valuation Rating of 99 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (11.429) is normal, around the industry mean (7.191). P/E Ratio (44.457) is within average values for comparable stocks, (36.397). COST's Projected Growth (PEG Ratio) (4.478) is slightly higher than the industry average of (2.171). Dividend Yield (0.006) settles around the average of (0.009) among similar stocks. P/S Ratio (1.353) is also within normal values, averaging (1.008).

Notable companies

The most notable companies in this group are Walmart (NASDAQ:WMT), Costco Wholesale Corp (NASDAQ:COST), Target Corp (NYSE:TGT), Dollar General Corp (NYSE:DG), Dollar Tree (NASDAQ:DLTR).

Industry description

Companies in the discount stores industry specialize in offering substantial discounts on a vast array of retail products. Some companies in this industry also operate general merchandise warehouse clubs. Products sold at discount stores are typically similar to those of any department store, but the pricing of the goods is generally much lower (and hence the name “discount”). Think Dollar General Corporation, Dollar Tree, Inc. and Five Below, Inc. Many discount stores target low-income households and/or price-sensitive consumers as their potential market. Discount stores’ profitability could hinge on factors like competitive pricing, sufficient locations, healthy revenue per square foot, and effective advertisement. These store operators could have an edge over other retailers during financial crises or recessions, when many consumers could be looking for less expensive alternatives.

Market Cap

The average market capitalization across the Discount Stores Industry is 158B. The market cap for tickers in the group ranges from 8.91K to 862.64B. WMT holds the highest valuation in this group at 862.64B. The lowest valued company is BIGGQ at 8.91K.

High and low price notable news

The average weekly price growth across all stocks in the Discount Stores Industry was -2%. For the same Industry, the average monthly price growth was -1%, and the average quarterly price growth was 5%. OLLI experienced the highest price growth at 2%, while DG experienced the biggest fall at -4%.

Volume

The average weekly volume growth across all stocks in the Discount Stores Industry was -1%. For the same stocks of the Industry, the average monthly volume growth was 14% and the average quarterly volume growth was -43%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 77
P/E Growth Rating: 51
Price Growth Rating: 49
SMR Rating: 48
Profit Risk Rating: 63
Seasonality Score: 53 (-100 ... +100)
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General Information

a company which sells goods through membership warehouses

Industry DiscountStores

Industry
Specialty Stores
Address
999 Lake Drive
Phone
+1 425 313-8100
Employees
341000
Web
https://www.costco.com
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