Ralph Lauren’s Market-Beating Run
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 30 September 2015
⏱️ 15 minutes
🧾️ Download transcript
Summary
Ralph Lauren (the man) steps down as CEO of Ralph Lauren (the company), concluding a nearly 20-year run of market-beating returns. Shares of The Gap fall as a key executive takes the CEO job at Ralph Lauren. Plus we analyze Costco’s latest quarter and look back at Q3.
Transcript
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| 0:00.0 | It's Wednesday, September 30th. |
| 0:03.5 | Welcome to Market Foolery. |
| 0:04.5 | I'm Chris Hell joining me in studio today from Motley Full Funds, Charlie Travers, and |
| 0:08.9 | Bill Barker. |
| 0:09.9 | Happy Wednesday. |
| 0:11.0 | Hello. |
| 0:12.0 | Happy last day of September. |
| 0:13.0 | Can I just say Goodridden September? |
| 0:15.0 | Get out of here. |
| 0:16.0 | Last day of the third quarter. |
| 0:17.0 | Last day of the third quarter, last day of September, and we'll get to some retail stocks in a moment, but let's just start with that. |
| 0:24.8 | That we are wrapping up the third quarter. |
| 0:27.4 | September, not a great month for the market, and really this quarter, you know, unless Charlie we get some kind of massive rally in the next few hours, the market's going to end up down about 7% for the quarter. |
| 0:42.0 | So I guess if we want to take the silver lining approach |
| 0:46.1 | we can say okay well we got some some industries some stocks that are cheaper |
| 0:50.4 | when you sort of look back over the last three months anything stand out to |
| 0:55.3 | you in terms of I don't want to say stocks that are unfairly beaten down but stocks that are beaten down to the point |
| 1:04.6 | where they become more interesting. |
| 1:06.8 | I think one of the areas that is fairly beaten down, let's just go that way, is some of the |
| 1:12.1 | biotech stocks. If you go back to 2011 the NASDAQ |
| 1:16.6 | biotech index is up about four or five fold in five years. At some point that party is going |
| 1:22.0 | to come to an end. |
... |
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