Shares of Salesforce up nearly 15% this week after the cloud software company's revenue was solidly higher than expected in the fourth quarter. Jason: This was a much needed quarter for Salesforce and probably even more so for CEO Mark Benne off. Ron, shares flat for the week in part because of the conservative guidance for the year ahead. Target celebrated the holiday by selling a lot of non-holiday stuff.
When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan.
(0:21) Jason Moser and Ron Gross discuss: - Whether Costco is ready to increase membership fees - Salesforce focusing more on profitability - Seeing light at the end of Okta's tunnel - How "it's all ball bearings" for C3.AI - The latest from Target, Lowe's, Best Buy, and Zoom Video
(19:11) Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street.
(35:00) Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price.
Get a copy of our new free report, Top Stocks For Rising Interest Rates, by going to fool.com/interest!
Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW
Host: Chris Hill Guests: Ron Gross, Jason Moser, Bryan Fairbanks Engineer: Rick Engdahl
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