Costco Wholesale (COST) was a post-earnings winner, gaining 3.3% in the wake of its fiscal fourth-quarter report. For the three-month period, COST reported adjusted earnings of $3.90 per share on $62.7 billion in revenues, above the $3.57 per share and $61.3 billion analysts were expecting. "Going forward, inflationary pressures are expected to intensify, mostly driven by higher product, labor and freight costs," he says.