LikeFolio's data points to Costco (COST) being in "exactly the right position" in the big box retailer trade. Andy Swan shows that Costco's year-over-year demand has risen 17% over the previous 90-day period. That, combined with the stock price decline, is something Andy sees as a favorable trading set-up into earnings. Two tentative sticking points he sees hitting the stock: guidance and margins, which both faced pressure in past reports.