According to a report by the National Retail Federation, holiday spending is expected to increase 3.7%. What does that mean for investors? Which companies will benefit from the expected upswing in sales of electronics and gift cards? Is Best Buy (NYSE:BBY) a good buy, or is Circuit City (NYSE:CC) the way to go? What about Apple (NASDAQ:AAPL)? How will Wal-Mart (NYSE:WMT) and Costco (NASDAQ:COST) fare versus higher-end apparel retailers like Abercrombie & Fitch (NYSE:ANF)? In this installment of Fool Video, Motley Fool Online Managing Editor LouAnn DiCosmo talks holiday stocks with Motley Fool senior analyst Seth Jayson.