Motley Fool Money How Fools Use ETFs
Sep 26, 2023
Joining the discussion is Jim Gillies, an investment analyst with expertise in small-cap stocks and a keen eye on Costco's valuation. The conversation dives into the challenges facing small-cap investments and how Costco's new healthcare offerings reshape its business strategy. Gillies highlights often-overlooked aspects of Costco's valuation. Additionally, the panel explores the strategic use of ETFs in portfolios, balancing diversification with market trends, and even lighthearted takes on themed ETFs like Christmas music and BBQ.
AI Snips
Chapters
Transcript
Episode notes
Buying Opportunity
- The current market downturn presents a buying opportunity.
- Look for undervalued assets amid the negative sentiment.
Small-Cap Valuation
- Small-cap stocks are currently undervalued compared to large and mid-cap stocks.
- This valuation gap is similar to the one seen before the tech bubble burst.
Costco Valuation
- Costco's stock price often seems high compared to other retailers.
- Consider Costco's owned real estate, which isn't fully reflected in earnings.