Matt Welch: If Target can sustain what they're doing on the household staple fronts, it does provide them the opportunity to maybe pick up and surprise a little bit to the upside. Stock trades for about 20, 21 times forward earnings. Welch: What investors can hang their head on is the dividend. It's yielding about 2.6% right now. And there's upside there, given the balance sheet and spread between the dividend and what they're expecting for earnings per share in the year ahead.
After a particularly rough 2022, Target is getting back to basics.
(0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory
(11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well.
To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday!
Companies discussed: ZM, MSFT, GOOG, TGT, WMT, HD, AAPL
Host: Chris Hill Guests: Matt Argersinger, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
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