Software, Retail, and Trex CEO Bryan Fairbanks

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 3 March 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	If you like your investing analysis with just a side of movie references, you're in the
0:09.7	right place.
0:10.7	Motley Fool Money starts now.
0:15.0	Everybody needs money.
0:23.2	That's why they call it money.
0:25.2	This is Motley Fool Money.
0:35.2	It's the Motley Fool Money Radio Show.
0:37.0	I'm Chris Hill, joining me on the show, Motley Fool Senior Analyst Jason Moser and
0:40.9	Ron Gross.
0:41.9	Good to see you.
0:42.9	As always, gentlemen.
0:43.9	How you doing?
0:44.9	Great.
0:45.9	We've got the latest headlines from Wall Street.
0:47.3	Trek CEO Brian Fairbanks is our guest.
0:49.9	And as always, we've got a couple of stocks on our radar.
0:52.7	So we begin with a big week for big retail.
0:56.4	The holidays were decidedly mixed for Costco.
0:59.0	Second quarter profits were a little bit higher than expected.
1:01.7	Overall revenue a little bit lower.
1:04.2	Shares of Costco down about three or four percent this week, Ron, which is not a lot,
1:08.9	but this did seem like a good quarter for them.
	...

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