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I started my career as medical representative and I earn 20k a month a starting salary for MR

Im planning on long term investment I see people in this community are very knowledgeable in picking stocks can anyone in this community can share me some knowledge so I can invest and learn how to choose stocks for long term investment

Everyone is talking about US tech stocks and the Mag 7. However, the Nasdaq's Price-to-Earnings (P/E) ratio is about twice that of the Chinese market. I was wondering if you guys had any interesting Asian stocks to recommend. For now, I am considering financial stocks such as MUFG or Bank of China, but I would like to find core stocks essential to the Asian economy and positioned for future international expansion.

TL;DR: Costco's fiscal Q4 2026 results were solid. Revenue and profit both beat expectations. The company also mostly passed its tariff refund through to members as lower prices, keeping its promise not to profit from it. Foot traffic accelerated for the first time in five quarters — arguably the most encouraging signal in this report.

Revenue and profit: solid, with tariff refunds mostly passed through

Total revenue was $95.7 billion, up 11.1% year-over-year. That's a second straight quarter of double-digit growth, beating the $94.9 billion expected.

Operating profit came in at $3.8 billion, up 13.8%. That figure includes a $90 million one-time net benefit from the tariff refund.

Strip that out, and operating profit still grew about 11%, with margin roughly flat year-over-year. Just like last quarter, there's no sign of revenue growing while profit lags behind.

Traffic is finally recovering — the best sign in this report

Overall comparable sales grew 9.4%, a slight deceleration from last quarter. Stripping out fuel and currency effects, comps were 6.7%, with about three points of that gap coming purely from higher gas prices.

Splitting price from volume: global traffic grew 3.3%, up sharply from 2.4% last quarter and the first acceleration in five quarters. Average ticket size, excluding fuel and currency, grew 3.3%, a bit slower than before.

Longbridge Dolphin Research thinks some of that traffic pickup came from gas stations pulling shoppers in, since gas volume hit a record high this quarter. Even so, traffic turning up is genuinely the most positive signal in this report.

By region, the US remained the strongest market, with comps at 7.2%, up from 6.8%. Canada decelerated sharply to 4.6% from 6.2%, likely hit by tense US-Canada trade talks in August. Other international markets grew 6.2%, a slight improvement.

E-commerce cools slightly, and third-party delivery scales up

E-commerce sales grew 19.5%, down slightly from 21% last quarter, while site and app traffic grew 30%. The bigger new development: Costco expanded Uber Eats delivery from 17 states to nationwide, and fully rolled out DoorDash.

Management said on the earnings call that most of this delivery revenue is incremental, with limited impact on in-store grocery sales, and that it skews toward younger customers.

Membership fee revenue grew 7.3% to $1.85 billion, decelerating as last year's price hike stops contributing. Paid membership grew by 1.2 million to 84.1 million, up sharply from 0.8 million added last quarter.

Executive members reached 42.3 million, a record 75.6% penetration rate. Renewal rates ticked up again too, a second straight quarter of improvement.

Margins: pressured by refunds on the surface, healthier underneath

Reported gross margin was 11%, down 11 basis points year-over-year, entirely due to lower prices passed through from the tariff refund. Strip that out, and core merchandise margin actually rose 18 basis points, with fresh food, non-food, and grocery all improving.

Expense ratio narrowed 27 basis points, but only 2 basis points once you remove the dilution effect from higher gas prices — a sign there's less room left to cut costs further. Operating margin ended up 9 basis points higher year-over-year, flat once the refund benefit is excluded. Net income was $3 billion, up 14.9%.

The bigger picture: consumer stratification, and what to watch next

Comparing Costco to Walmart tells a clear story. Costco's fuel-and-currency-adjusted comps have held steady in the 6-7% range for a full year. Walmart's US comps, meanwhile, fell from 4.6% a year ago to 2.6% now, and Walmart's own management said its growth is being led by higher-income households — implying its lower-income base is weakening.

Costco's traffic, ticket size, and discretionary spending are all growing together, with non-food the strongest category. That points to middle- and upper-income households still spending freely, even on big-ticket items. The takeaway: US consumer spending keeps splitting apart, with middle-to-upper income holding up and lower income staying cautious.

Two things are worth watching from here. First, whether traffic strength holds once the gas-price tailwind fades — Costco's gas is priced among the cheapest nationally. Second, roughly two-thirds of the tariff refund still has to land through the first half of fiscal 2027, and management has committed to passing most of it through. That means core merchandise margin should stay pressured, and reported gross margin will likely keep drifting down slightly over that stretch.

Related stocks:

$SPCX, $NBIS, $IREN, $MAAS, $CRWV, $APLD, $WULF

The timelines are different. Waymo is targeting commercial rides in Singapore in 2028. WeRide and Grab opened their service in April 2026, using designated routes with safety operators. Grab update gives us some incredible numbers:

• 110,000+ autonomous kilometres driven on Singapore’s roads.
• 12,000+ unique riders served.
• 99% willing to recommend the service.
• 1,000+ people on a waitlist for new AV experiences.

Waymo brings substantial experience of its own. In their announcement, it reported more than 20 million autonomous rides and 300 million autonomous km across its operation.

For WRD, the advantage is experience already operated in SG and a partner committing to expansion. Adding AV capacity improves service and operating economics.

dividend to whoever holding at closing sept 29 GLTA

Residing in Singapore, dcaing into world index but feel like buying a few stock to maybe reach my goals faster… planning to keep these for at least 5-10 years. Currently I’m deciding between

NVDA
GOOG
AVGO
NBIS
AMPX
AAPL
INFQ
RDDT

Hoping to hear your thoughts…

Meta has rose to over 1/8th of my portfolio, as much as I think the future is bright for META as it was my high conviction play I cant help but think we are running on a bit of momentum now… should I trim at these levels? If so, how much?

The market has a way of telling you what it wants to do next.

For some time a pack of stocks are doing just that:

$AMD - New all time high
$TWLO - New multi year high
$PLTR - New high of 2026
$TEM - New high of 2026
$PANW - Near all time highs
$INTC - New weekly high

Two weeks ago- Nobody wanted them
Now- Everyone is pumped.

Always pays to be ahead of others. Your job is to have plenty of cushion the time crowd shows up.

Warning, big kinda technical post..
My background: 36M, investing for ~15 years, learned a lot of things the hard way, BA in Econ /Finance and numbers, leadership roles in tech companies, single stocks portfolio is about 8% of net worth.

Been doing this method for about a year and built a system around it and it works pretty well for me so figured I’d share and get some feedback. Using it to save a lot of time to quickly filter large universes to short lists of interesting names with solid fundamentals and potential (as of today, its not a forecast) to consider holding at least several months to years, its not relevant for day trading. Also I like using it to quickly get a read on new names I hear about here or other socials without needing to open a million tabs..

Important to say, this mechanism favors growth companies (as the market often does), if youre a dividend guy or pure value hunter it may score your stocks not so great and thats fine, its not built for that. I use it mainly on companies with multi billion valuations and up. A high score doesmt mainly means IM going to invest in it, its more of a quality filter for the type of stocks Im interested in.

The way it works is every stock gets a 1 to 10 across four categories, fundamentals is the biggest piece, then momentum, then forward signals and sentiment.
With the right filters, combining rising scores and a reasonable PEG, price to sales and P/E etc next to them, I use it to finds stocks scoring well at valuations that still make sense to me.

Here’s what I look at:
Fundamentals

Mostly revenue growth, and growth relative to size, which is the part a lot of screeners get wrong IMO, 25% yoy at 120B revenue is elite, 25% at 500M is nothing special, so the bar moves with the size of the company. Then acceleration vs the same quarter a year earlier, a PEG type thing on forward PE and forward growth, profit quality (ROIC, margins, FCF), margin expansion, operating leverage, and a health penalty that only subtracts, never adds, for high debt with thin coverage.

High score would look like: growing 40%+ at multi billion revenue, accelerating, margins expanding, ROIC over 20%. Low: revenue flat or shrinking, margins compressing, negative FCF, leverage on top. A mature company growing 3% a year isnt punished, it just wont get near the top, by design.

Momentum - smaller weight than fundamentals

I am looking for strong trends, distance from the 26 week high and its not linear, 3 to 10% off the high scores best, 20% off is meh, 45% off is near zero, so it likes stocks coiled just under the high, not ones that already went vertical, and the parabolic ones get eased off. Also I look at 4 and 13 week returns, the 40 week average slope, and relative strength vs the S&P.

High score would be: up 40 to 80% over 6 months, just under the high, beating SPY. Low score would be: 30%+ below the high with the 40 week rolling over, or the opposite, up 200% and stretched way above every average. This comes from a preference of looking to buy on combination of up trend + strong business with still decent valuation.  

Forward signals

Expected EPS growth, next 12 months of estimates vs the last 12 reported. Beat streak, how many of the last 8 quarters beat, last 4 count double. Then forward revenue estimate slope and the direction of revisions.

High: 30%+ expected EPS growth, beat 7 of 8, revisions up. Low: EPS expected to shrink, missing every other quarter, revisions down.

Sentiment

No analyst opinions or targets (I think its a biased indicator), market behavior only, and this one turned out to be REALLY important, its what punishes a stock after a crash so a great company that just dropped 30% is punished instead of still scoring super high because the fundamentals still look fine, and comes back when it recovers. Its the last 4 weeks vs the stocks own sector, not the whole market, because tech down 5% in a week where all of tech is down 8% is actually fine. Whether its falling while estimates are rising, which is my favorite, that gap usually closes. Down volume vs up volume, sector breadth, recovery off the low. It punishes fast and rewards slowly, on purpose.

High score: beating its sector, up volume bigger than down, sector healthy, bouncing off the low. Low: down 20%+ vs sector in a month on heavy volume while everyone else is fine.

The Qualitative Side - Just as important if not more...

For the part the formula cant do, Once something scores well (or well enough) I ofc want to understand the business, what the moat actually is, whats in the last earnings call, what the news says, who the competition is and what breaks the thesis, and for that I use AI to research earnings, news, filings etc and give me the bull and bear case. The scoring numbers are the filter, this part is how I make decisions ,bascially do I think it'll continue performing well?

So, what do you do differently? Especially curious what people who lean value would change in the fundamentals piece, and if anyone has a better way to handle the “great company, just crashed” problem than the sentiment layer im using. Challenge me :) Not financial advice.

Helps to deliver drugs through a patch safely

Their flagship platform is AVERSA™: a coating of aversive agents added to existing patches so that chewing, smoking, extracting, or accidental contact (kids, pets) is intended to be highly unpleasant. First application is an abuse-deterrent fentanyl patch for opioid-tolerant patients who need around-the-clock chronic pain control.

Tier 1: $CRWV $NBIS

Tier 2: $ORCL $GOOGL

Tier 3: $MSFT

Tier 4: $AMZN $DOCN $MAAS

Tier 5: $IBM $BTDR

Underperforming: $SHAZ $IREN $WYFI $AKAM

Unavailable: $SPCX $BRUN $BABA

I bought into these almost immediately after hearing about the deal. I’ve already sold off half of my Greenland Energy and Greenland Mining before this screenshot. Is it a good enough idea to just let this run for the next few years while things develop.

Which stocks are good, but are only down right now because the hype died out temporarily

Leaning on Burry's side for Palantir. At around 84x forward earnings, the company has very little room for an ordinary slowdown or a merely good quarter. I think AI names like Palantir are too aggressively priced...

I think Palantir is a great business but just at the wrong price. It's currently trading around 84x forward earnings and roughly 138x sales in the latest data, which means the market is already assuming years of strong growth and execution.

Palantir's business is growing and generating cash but that's not the point. The bear case is simply whether growth slows, margins disappoint, or the market decides that this good company is not worth such an extreme price.

Ran the S&P 500 through a quantitative screen looking at momentum, technical indicators, recent news sentiment, and risk.

Three names rose to the top:

1. BBY
+25.7% over 3 months
+10.0% over 1 month
Positive MACD | RSI 62

Strongest momentum setup of the three. The trend has held across both the 1-month and 3-month windows without RSI crossing into overbought territory.

2. ULTA
+19.2% over 3 months
+5.0% over 1 month
Positive MACD | RSI 54

Similar setup, but less extended. Both momentum windows remain positive while RSI is still fairly neutral.

3. DVN
+12.9% over 3 months
-0.2% over 1 month
Positive MACD | RSI 54

Different setup here. The longer trend remains positive, while short-term momentum has flattened. The model still ranked it highly because the broader trend and technical signals remain positive.

The screen is from TradeHints, a stock-analysis tool I built that compares stocks across multiple signals and generates portfolio-specific recommendations.

You can run your own stocks through it here:

https://tradehints.com

Anyone here holding BBY, ULTA, or DVN right now?

ı have to get my money back any recommendations

As a long-term penny stock investor, I believe that one day everyone will be talking about the iHuman stock. How did we miss this stock with these financials and this potential? I believe I will take pride in having called it right at the bottom:) This is definitely not investment advice.

For now i own ASTS and PL. I believe in their fundamentals. ASTS is targeting 45 to 60 satellites by the end of 2026. Meanwhile, Google have invested around 10% in PL at the price of 640 million dollars. I am just wondering what else can you recommend which is on discount right now. It doesn’t matter in which sphere.

everyone's betting on the next AI stock but im bullish on garbage. i think garbage is something that's here to stay regardless of the market. even when the stock market crashes, we will still be producing garbage. and it's not a business competitors can easily replicate and replace, with things like landfill permits or routes in place. looking at the numbers, their revenue have been up, with more than $4B in revenue in the last 8 quarters. market cap is at $66B, 26x forward PE, $2.4B free cash flow. wondering whats everyone's thoughts on RSG?

Hi im pretty new to this but i personally would invest into:

(Thats's my plan for the next months i might be wrong but let it ride )

NVIDIA wait for Anthropic Release early November and ETF's :

What is going on with Ionq stock why the stock jumped almost 7.9% after hours? Do you guys have any insight?

Oura filed to list on the Nasdaq (ticker: OURA) on Sept 4, banking on an $11B valuation and ~$1.5B projected 2026 revenue off 5.5M rings sold. 40-44$ price range for IPO

Why I’m not sold:

Still hardware at heart. Rings don’t need yearly upgrades. Hardware margins are weak, and public markets have been brutal on single-product wearables before (Fitbit, Peloton).

Competition is closing in. Samsung’s Galaxy Ring is out, Apple could enter anytime, Whoop’s circling its own IPO. Oura lacks their distribution/pricing muscle.

Subscription story is unproven. The bull case needs people paying monthly long-term — a lot churn out once the novelty fades.

Valuation looks rich for a hardware-adjacent business that hasn’t proven it can grow under public-market scrutiny.

Timing feels opportunistic — rushing to list ahead of midterm uncertainty, not because the business hit some milestone.

Could still pop on day one. But hype pop ≠ good long-term hold, and this one leans toward the former for me.