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Costco goes platinum

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Costco is now offering platinum bars, a potential win-win. A win for Costco looking to extend its success selling gold bars, and a win for platinum buyers, which have seasonality and a bullish model signal working for them. Another positive for Costco is that it has outperformed the S&P 500 in all five prior cases after a second Fed rate cut, expected next month, for both six-month and one-year periods. Costco is the second-largest holding (8.6% weight) in our overweighted Consumer ETF IEDI. While valuation and the port strike are near-term concerns, we take IEDI's large weight in Costco as positive.

Ned Davis Research | Thematic | Trend Chart | Weekly

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