In less than 24 hours, we'll get quarterly results from target and lows. I think with lows, a bigger part of the story recently has been that returning value holders. It really does feel like in the case of home depot and los, maybe you don't really need to focus on picking a winter right? Maybe it's ok to own both, because they are. They're there very well run businesses that are just capitalized on a very, very large market.
Big Retail starts to report earnings and the news is good (so far).
(0:21) Jason Moser discusses: - Walmart exceeded lowered expectations for the 2nd quarter - CEO Doug McMillon's comments on the new customers that drove results - Home Depot passing inflation costs onto customers (and not missing a beat) - How the expectations bar has been raised for Target and Lowe's
(13:37) Warren Buffett's quotations hold meaning for investors, regardless of their portfolio size. Alison Southwick and Robert Brokamp and a host of Fool investors share their favorite Buffett quotes and why they're relevant.
Stocks mentioned: WMT, HD, LOW, TGT, BRK.A, BRK.B
Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Buck Hartzell, Alyce Lomax, Scott Phillips, Anand Chokkavelu Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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