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Toys, Candy, Alcohol, and CES 2020

Jan 10, 2020

Guest

Rex Moore

Joining the discussion is Rex Moore, a Motley Fool analyst with insights from CES 2020. He dives into the exciting developments in 5G technology, the future of self-driving cars, and the innovations in 3D printing. The talk also covers Costco's strong holiday season driven by toys, candy, and alcohol, alongside the challenges faced by traditional retailers like Macy's. The group explores the shifting landscape of food delivery with Grubhub's recent struggles and Luckin Coffee's unique vending machine strategy.

39:10

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INSIGHT

Costco's Holiday Success

Costco's December sales soared by 9%, exceeding expectations by 2% thanks to strong toy, candy, and alcohol sales.
Their success is partly due to their subscription model, not just holiday sales, and robust online sales growth.

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ANECDOTE

Costco Crowds

Chris Hill mentioned avoiding Costco on weekends due to crowds, highlighting the potential downside of their popularity.
Ron Gross pointed out their efficient checkout process despite the crowds.

insights

INSIGHT

Retail Struggles

Several retailers like Macy's, Kohl's, and Pier 1 Imports faced challenges during the holiday season.
Pier 1 Imports announced store closures, raising questions about their survival in a competitive market.

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Retail Resilience and Challenges

01:30 • 11min

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Shifts in Leadership and Stock Dynamics

12:41 • 2min

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Challenges and Future of Grubhub in Food Delivery Market

14:22 • 2min

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Analyzing Luckin Coffee's Bold Vending Machine Strategy

16:16 • 2min

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Trends and Transformations: Tech at CES 2020

18:12 • 15min

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CEO Routines and Investment Wisdom

33:25 • 2min

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Tech Giants and Market Trends

In 'Beating the Street', Peter Lynch explains his strategies for investing, emphasizing the importance of understanding the companies behind the stocks. He advises investors to focus on what they know, avoid macroeconomic predictions, and maintain a concentrated portfolio of well-researched stocks. Lynch provides practical advice on finding undervalued companies, doing thorough research, and making disciplined investment decisions. The book is a follow-up to his earlier work, 'One Up On Wall Street', and offers insights into his successful investment approach.

One Up On Wall Street

Peter Lynch

In 'One Up On Wall Street,' Peter Lynch explains how average investors can outperform professionals by leveraging their everyday experiences and knowledge. Lynch advocates for investing in companies and products that are familiar and understandable, rather than following trendy or complex investments. He provides easy-to-follow advice on analyzing financial statements, identifying different types of companies (such as cyclical, turnaround, and fast-growing companies), and maintaining a long-term investment strategy. The book emphasizes the importance of simplicity, patience, and fundamental analysis in achieving successful investments.

The essays of Warren Buffett

Lessons for Corporate America

Warren Buffett

This book is a comprehensive collection of Warren Buffett's annual letters to Berkshire Hathaway shareholders, edited by Lawrence A. Cunningham. It provides valuable insights into Buffett's investment philosophy, corporate management, and business strategies. The letters are organized into thematic chapters, making it easier for readers to understand Buffett's views on various topics such as value investing, executive compensation, and market fluctuations. The book is praised for its clarity, wisdom, and practical advice, making it a definitive source for understanding Buffett's approach to business and investing.

The intelligent investor

Jason Zweig

Benjamin Graham

Written by Benjamin Graham, 'The Intelligent Investor' is a seminal work on value investing that has inspired millions since its original publication in 1949. The book emphasizes the importance of distinguishing between investing and speculation, calculating the intrinsic value of companies, and maintaining a margin of safety. The revised edition includes updated commentary by Jason Zweig, who provides modern examples and insights to help readers apply Graham's principles in today's market. Warren Buffett, a disciple of Graham, has praised the book as 'the best book about investing ever written'.

The Motley Fool Investment Guide

Third Edition

Tom Gardner

David Gardner

This revised and updated edition of *The Motley Fool Investment Guide* is designed to help both novice and sophisticated investors navigate today's market. The book provides solid information and advice on finding high-growth stocks, identifying volatile young companies, and using online sources for vital information. The authors, David and Tom Gardner, share their expertise and strategies that have helped their followers beat the market over the years. The guide emphasizes the importance of tuning out market hype and focusing on meaningful factors to achieve long-term investment success.

The Little Book That Beats the Market

Joel Greenblatt

In this book, Joel Greenblatt provides a straightforward and accessible guide to value investing. He introduces a 'magic formula' that helps investors identify and purchase good businesses at below-average prices. The formula, explained using simple math and humor, has been extensively tested and proven to be effective in beating the market and professional managers. The book also explores why success often eludes individual and professional investors and why the formula remains viable even after widespread knowledge of it. Updated editions include data and analysis from the recent financial crisis and model performance through 2009.

The Warren Buffett Way

Investment Strategies of the World's Greatest Investor

Robert G Hagstrom

This book provides an in-depth examination of Warren Buffett's investment strategies, highlighting his approach to valuing businesses, his criteria for selecting investments, and the key principles that have contributed to his remarkable success. It emphasizes Buffett's focus on understanding the business rather than speculating on stock prices, and it outlines his business, management, and financial tenets for evaluating potential investments.

Common Sense Investing

Wes Chong

John C. Bogle's "Common Sense on Mutual Funds" advocates for a low-cost, long-term investment approach. Bogle emphasizes the importance of index funds and the detrimental effects of high fees on investment returns. He argues that investors can achieve superior results by minimizing costs and diversifying their portfolios. The book challenges conventional wisdom in the mutual fund industry, advocating for transparency and investor protection. Bogle's insights have significantly influenced the investment landscape, promoting a more rational and cost-effective approach to investing.

Costco reports some holiday cheer thanks to the strong trifecta of toys, candy, and alcohol. Bed Bath & Beyond sinks. Lennar raises the roof. And Grubhub delivers a denial. Motley Fool analysts Andy Cross, Emily Flippen, and Ron Gross discuss those stories and weigh in on the latest from Constellation Brands, Luckin Coffee, Pier 1 Imports, Macy’s, Kohl’s, and Taco Bell. Our analysts share three stocks on their radar: Accenture, Livongo, and Meituan Dianping. Plus, The Motley Fool’s Rex Moore shares some insights from CES 2020 and talks 5G, driverless cars, and 3D printing. To get 50% off our Stock Advisor service, go to http://RadarStocks.fool.com.

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