Roundview Capital Has Upped By $458,560 Its Costco Wholesale (COST) Holding; Last Week Dollar General Corp. (DG) Coverage

July 7, 2017 - By Vivian Park

Roundview Capital Llc increased Costco Wholesale Corp (COST) stake by 130.93% reported in 2016Q4 SEC filing. Roundview Capital Llc acquired 2,866 shares as Costco Wholesale Corp (COST)’s stock rose 1.54%. The Roundview Capital Llc holds 5,055 shares with $809,000 value, up from 2,189 last quarter. Costco Wholesale Corp now has $67.36B valuation. The stock declined 1.66% or $2.61 reaching $154.48 on the news. About 5.95 million shares traded or 30.77% up from the average. Costco Wholesale Corporation (NASDAQ:COST) has risen 25.14% since July 7, 2016 and is uptrending. It has outperformed by 8.44% the S&P500.

Among 27 analysts covering Dollar General Corp. (NYSE:DG), 12 have Buy rating, 2 Sell and 13 Hold. Therefore 44% are positive. Dollar General Corp. had 68 analyst reports since August 13, 2015 according to SRatingsIntel. Buckingham Research initiated the shares of DG in report on Tuesday, February 23 with “Buy” rating. The rating was downgraded by Johnson Rice on Friday, August 26 to “Accumulate”. The company was maintained on Wednesday, October 7 by Deutsche Bank. The stock has “Buy” rating by Jefferies on Friday, May 27. The rating was maintained by Barclays Capital with “Equal-Weight” on Friday, March 11. Jefferies maintained Dollar General Corp. (NYSE:DG) on Friday, August 26 with “Hold” rating. RBC Capital Markets maintained it with “Buy” rating and $8500 target in Wednesday, July 5 report. Credit Suisse downgraded it to “Neutral” rating and $80 target in Thursday, August 25 report. The rating was initiated by Loop Capital on Wednesday, December 7 with “Hold”. The company was downgraded on Thursday, March 23 by Credit Suisse. See Dollar General Corp. (NYSE:DG) latest ratings:

05/07/2017 Broker: RBC Capital Markets Rating: Buy New Target: $85.0000 Maintain
06/06/2017 Broker: Morgan Stanley Rating: Buy Maintain
01/06/2017 Broker: Barclays Capital Rating: Hold New Target: $76.0000
01/06/2017 Broker: RBC Capital Markets Rating: Buy New Target: $85.0000 Maintain
01/06/2017 Broker: BMO Capital Markets Rating: Hold New Target: $85.0000 Maintain
01/06/2017 Broker: Credit Suisse Rating: Sell New Target: $62.0000
01/06/2017 Broker: Gordon Haskett Old Rating: Neutral New Rating: Accumulate Upgrade
09/05/2017 Broker: Gordon Haskett Rating: Reduce New Target: $67.00 Initiate
19/04/2017 Broker: Buckingham Research Rating: Neutral New Target: $75.00 Maintain
07/04/2017 Broker: Deutsche Bank Rating: Hold New Target: $78.00 Maintain

Dollar General Corporation is a discount retailer. The company has market cap of $18.77 billion. The Firm offers a selection of merchandise, including consumables, seasonal, home products and apparel. It has a 15.88 P/E ratio. The Company’s consumables category includes paper and cleaning products ; packaged food (such as cereals, spices, sugar and flour); perishables (such as milk, beer and wine); snacks (such as candy, cookies, and carbonated beverages); health and beauty (such as over-the-counter medicines and personal care products); pet (pet supplies and pet food), and tobacco products.

Investors sentiment decreased to 0.7 in 2016 Q4. Its down 0.15, from 0.85 in 2016Q3. It dropped, as 89 investors sold Dollar General Corp. shares while 249 reduced holdings. 84 funds opened positions while 154 raised stakes. 226.65 million shares or 1.48% more from 223.34 million shares in 2016Q3 were reported. Farmers Merchants Investments Inc accumulated 67 shares. Md Sass Investors Svcs owns 218,695 shares for 0.91% of their portfolio. United Kingdom-based Bp Public Ltd Company has invested 0.09% in Dollar General Corp. (NYSE:DG). Commerce Fincl Bank holds 0.27% of its portfolio in Dollar General Corp. (NYSE:DG) for 244,778 shares. Aviva Public Ltd Co reported 172,501 shares stake. Pennsylvania-based Vantage Inv Advsr Ltd Co has invested 0.01% in Dollar General Corp. (NYSE:DG). Alpha Windward Limited Liability Co holds 0.09% or 1,800 shares in its portfolio. Asset Mngmt One Limited holds 0.09% or 504,153 shares in its portfolio. Clarivest Asset Management Llc holds 0% in Dollar General Corp. (NYSE:DG) or 18 shares. Meiji Yasuda Life Ins Communication owns 5,540 shares. 100,000 are owned by Marathon Prtnrs Equity Mngmt Lc. Toronto Dominion Bank & Trust owns 0.01% invested in Dollar General Corp. (NYSE:DG) for 52,088 shares. Paloma Prtnrs Mgmt accumulated 5,963 shares or 0% of the stock. Capstone Asset Mngmt has invested 0.06% of its portfolio in Dollar General Corp. (NYSE:DG). Cam Hldg A S accumulated 8,500 shares.

About 1.06M shares traded. Dollar General Corp. (NYSE:DG) has declined 12.26% since July 7, 2016 and is downtrending. It has underperformed by 28.96% the S&P500.

Since January 11, 2017, it had 0 buys, and 7 insider sales for $21.01 million activity. Another trade for 4,000 shares valued at $667,799 was made by Rose Timothy L. on Thursday, March 16. Vachris Roland Michael sold 3,180 shares worth $514,302. Murphy James P. sold $906,504 worth of stock or 5,000 shares. Hines Daniel M. sold $906,598 worth of Costco Wholesale Corporation (NASDAQ:COST) on Tuesday, June 6. SINEGAL JAMES D had sold 100,000 shares worth $16.64M. $832,501 worth of Costco Wholesale Corporation (NASDAQ:COST) shares were sold by McKay John D.

Investors sentiment increased to 1.1 in Q4 2016. Its up 0.16, from 0.94 in 2016Q3. It improved, as 59 investors sold COST shares while 405 reduced holdings. 116 funds opened positions while 395 raised stakes. 313.68 million shares or 1.52% more from 308.97 million shares in 2016Q3 were reported. Moreover, State Board Of Administration Of Florida Retirement System has 0.31% invested in Costco Wholesale Corporation (NASDAQ:COST). Barclays Public Ltd Com invested in 0.06% or 332,035 shares. The Indiana-based Iab Natl Bank has invested 0.36% in Costco Wholesale Corporation (NASDAQ:COST). Idaho-based Mountain Pacific Invest Advisers Id has invested 0.26% in Costco Wholesale Corporation (NASDAQ:COST). Pension Service holds 288,743 shares or 0.32% of its portfolio. United States Steel & Carnegie Pension Fund accumulated 296,921 shares or 1.36% of the stock. Avalon Lc invested in 0.32% or 55,975 shares. 1,700 are held by First Quadrant Limited Partnership Ca. 3,520 are owned by Intrust Bancshares Na. Ledyard Comml Bank owns 680 shares or 0.02% of their US portfolio. Fincl Mngmt Professionals holds 65 shares. Baxter Bros Incorporated has invested 0.17% in Costco Wholesale Corporation (NASDAQ:COST). Glenmede Trust Communication Na accumulated 0.02% or 21,580 shares. 6,219 are owned by Hudson Canyon Counselors Llc. 510 were accumulated by First In.

Among 27 analysts covering Costco Wholesale (NASDAQ:COST), 19 have Buy rating, 0 Sell and 8 Hold. Therefore 70% are positive. Costco Wholesale had 72 analyst reports since August 24, 2015 according to SRatingsIntel. The stock of Costco Wholesale Corporation (NASDAQ:COST) has “Outperform” rating given on Monday, June 26 by Raymond James. The stock of Costco Wholesale Corporation (NASDAQ:COST) earned “Buy” rating by Argus Research on Thursday, December 10. Deutsche Bank maintained it with “Buy” rating and $196 target in Monday, May 16 report. As per Friday, September 30, the company rating was maintained by RBC Capital Markets. The rating was maintained by RBC Capital Markets on Friday, May 26 with “Buy”. The company was maintained on Wednesday, December 9 by Piper Jaffray. The rating was maintained by Robert W. Baird with “Buy” on Wednesday, June 28. Oppenheimer maintained Costco Wholesale Corporation (NASDAQ:COST) on Friday, May 26 with “Buy” rating. The rating was maintained by Stifel Nicolaus on Thursday, December 3 with “Buy”. The rating was downgraded by Cleveland on Friday, February 26 to “Neutral”.