Wildcard: Retail Earnings & Special Dividends
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 18 November 2020
⏱️ 43 minutes
🧾️ Download transcript
Summary
Costco shareholders got a surprise this week, they'll be getting a special $10 per share dividend thanks to the company's strong balance sheet. We unpack the payment and how the company is slowly shaping up to be a future dividend aristocrat.
Then we talk through recent results from Walmart, Target, Lowe's, Home Depot, TJX, and Kohl's and offer up takeaways for folks watching the retail space.
Stocks: WMT, TGT, LOW, HD, TJX, KSS, COST
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.4 | It's Wednesday November 18th and we are talking about retail news and earnings. |
| 0:31.6 | I'm Hostel Louis and I'm joined by fool.com's |
| 0:34.1 | Osset Sharma. |
| 0:35.2 | Osset, it has been far too long since we've gotten together |
| 0:39.1 | but since I'm talking consumer goods have to have you on this |
| 0:41.9 | wild card Wednesday episode. |
| 0:43.0 | Well, thanks, Dylan. I'm really excited to be here and I'm pumped about the tickers that |
| 0:48.0 | we're going to discuss today because I like them all. They're very interesting. |
| 0:52.0 | You know, one of them is kind of a |
| 0:53.9 | sore spot for me because I was a shareholder of the first company we're going to be |
| 0:57.1 | talking about Costco for a while and at a certain point was kind of moving a |
| 1:02.4 | little bit more tech with my portfolio and wound up unfortunately |
| 1:06.2 | selling it so that I could buy some other things as we'll get to when we start putting some numbers |
| 1:10.9 | to the company's returns over the last couple years. |
| 1:13.3 | That's been a mistake on my part. |
| 1:16.0 | Well I want to say, I don't know how much a mistake it is, you know, Warren Buffett sold out of his |
| 1:20.9 | shares we find out on his latest filing but even even |
| 1:25.7 | Uncle Warren can be wrong once in a while I still like Costco my shareholder. |
... |
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