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Motley Fool Money
Join host Chris Hill and a team of Motley Fool investment analysts as they cover the day’s top business news and financial headlines, while breaking down the stock market implications for long-term, business-focused investors. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.
- 1098 - Record Profits? Record Profits.
The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short.
(0:21) Bill Mann discusses: - McDonald's growing global sales by $20 billion during the pandemic - Exxon Mobil racking up an annual profit of more than $55 billion - Why Wall Street seemed disappointed by a share buyback plan smaller than Chevron's
(10:40) Alison Southwick and Robert Brokamp discuss reasons to be both uplifted (and depressed) about the economy, debt, and pandas.
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.
Stocks discussed: MCD, XOM, AAPL, MSFT, CVX
Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick EngdahlTue, 31 Jan 2023 - 25min
- 1097 - Gen Z & Millennials Are Driving AmEx Higher
If American Express had a problem with an aging demographic, it looks like that problem is being addressed.
(0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday
(11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT.
Companies discussed: AXP, GS, AMZN, MSFT, GOOG, GOOGL
Host: Chris Hill Guests: Jason Moser, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksMon, 30 Jan 2023 - 22min
- 1096 - Howard Marks on China, Risk, and Interest Rates
If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about risk
To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change Host: Bill Mann Guest: Howard Marks Producer: Ricky Mulvey Engineers: Rick Engdahl, Annie FranksSun, 29 Jan 2023 - 38min
- 1095 - Lessons from Buffett’s Investing Framework
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim SparksSat, 28 Jan 2023 - 24min
- 1094 - GDP, Tesla, FinTech, and "Burrito Season"
As much as we love stocks, sometimes the Big Macro really does drive the market.
(0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again) - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson
(19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview Investments, about real estate, REITs, and a part of the market investors might want to avoid.
(30:00) Emily and Ron discuss Chipotle's plan to hire 15,000 workers for "burrito season" and share two stocks on their radar: Mercedes Benz Group and Domino's Pizza.
Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ
Host: Chris Hill Guests: Emily Flippen, Ron Gross, Deidre Woollard, Corrado Russo Engineer: Rick EngdahlFri, 27 Jan 2023 - 38min
- 1093 - Netflix, Comcast, Southwest Airlines
If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.
(0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock
(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.
Companies discussed: LUV, CMCSA, NFLX, WBD
Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksThu, 26 Jan 2023 - 21min
- 1092 - Eyes on the Cloud
Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:
- Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter.
Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.
Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG
Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksWed, 25 Jan 2023 - 30min
- 1091 - 2 Blue Chips Under Pressure
How long will macroeconomic pressures persist in 2023?
(0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route
(10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more.
Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Stocks discussed: JNJ, MMM, BND
Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick EngdahlTue, 24 Jan 2023 - 26min
- 1090 - Big Banks vs. Apple & PayPal
Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal.
(0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry
(12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes.
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.
Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO
Host: Chris Hill Guest: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Rick EngdahlMon, 23 Jan 2023 - 28min
- 1089 - GE’s Legacy & Lessons for Investors
You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings consistency - Why he believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable” Companies discussed: GE, DIS, WBD, CMCSA Host: Ricky Mulvey Guest: William D. Cohan Engineer: Rick Engdahl, Tim Sparks, Annie FranksSun, 22 Jan 2023 - 30min
- 1088 - Real Estate Trends w/ Opportunity
The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving - Ways to spot a yield trap - REITs benefiting from e-commerce trends
Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR
Host: Deidre Woollard Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim SparksSat, 21 Jan 2023 - 30min
- 1087 - Big Tech Layoffs, Signs of Housing Trouble
Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next?
(0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data
(19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors that may hold opportunities for investors.
(33:30) Jason and Matt answer listener questions about CEOs they'd like to shadow for a day and under-the-radar trends, and share two stocks on their radar: Roper Technologies and Regions Financial.
Motley Fool Stock Advisor is open to new members for just $99 a year. Join the hundreds of thousands of investors in Stock Advisor by going to www.fool.com/intro.
Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF
Host: Chris Hill Guests: Jason Moser, Matt Argersinger, John Rotonti, Jurrien Timmer Engineer: Rick EngdahlFri, 20 Jan 2023 - 38min
- 1086 - China, India, and the Question of Population Growth
Data this week suggest India is about to pass China as the world's most populous country. (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare.
Stocks discussed: PG, CMG, AAPL, SBUX, DXCM Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksThu, 19 Jan 2023 - 21min
- 1085 - Prices Falling, More Tech Layoffs
As many expected, Microsoft announced the layoff of 5% of its employees. (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head to head in our latest Bull vs. Bear debate! Our flagship service, Stock Advisor, is open to new members for just $99 a year. To access this exclusive offer go to www.fool.com/intro. Stocks discussed: MSFT, CRM, AMZN, GOOG, GOOGL, LULU, NKE Host: Chris Hill Guest: Asit Sharma, Ryan Henderson, Jamie Louko Producer: Ricky Mulvey Engineer: Rick EngdahlWed, 18 Jan 2023 - 23min
- 1084 - Goldman Sachs Drags Down the Dow
Goldman Sachs Drags Down the Dow
The investment bank suffered its worst earnings miss in a decade. (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects savings and retirement. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: GS, DIS Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp, Stephanie Marini Producer: Ricky Mulvey Engineer: Rick EngdahlTue, 17 Jan 2023 - 22min
- 1083 - Earnings Watch & Market Valuation w/ Liz Ann Sonders
"Guidance becomes even more important in this environment."
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as: - The unlikely start to her career in investing - Key macroeconomic data she and her team at Schwab are focused on - Her question about crypto - One idea to improve the odds of financial independence
Host: Chris Hill Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Heather HortonSun, 15 Jan 2023 - 25min
- 1082 - Small Caps w/ Strong Brands
You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss:
- How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company
Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR
Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim SparksSat, 14 Jan 2023 - 26min
- 1081 - Dry January, Big Banks, and Trouble at Disney HQ
Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is “recession resistant”, the rise of drive-through, and the impact of Dry January on restaurants. (36:15) Ron and Jason share three investments on their radar: Nasdaq Cybersecurity ETF, Industrial Select Sector Fund, and S&P Global Infrastructure ETF. Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! If you're not a member, you can get a preview of the show and learn how to get access here on Spotify! Stocks discussed: JPM, BAC, WFC, CITI, DIS, NKE, SBUX, NWS, NWSA, DAL, AAL, OM, MCD, CMG, SAM, CIBR, XLI, GII
Host: Chris Hill Guests: Ron Gross, Jason Moser, David Henkes Engineer: Rick EngdahlFri, 13 Jan 2023 - 38min
- 1080 - Walmart's Tech, One Activist's Fight
Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding.
(0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is disrupting a surprising industry. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: DIS, NKE, WMT, CRM, RXO Host: Chris Hill Guest: Emily Flippen, Jamie Harris Producer: Ricky Mulvey Engineers: Tim Sparks, Rick EngdahlThu, 12 Jan 2023 - 20min
- 1079 - Wells Fargo Steps Back
What does it say when a market leader steps back from….leading?
(0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable
(10:15) Tim Beyers and Tim White take a closer look at "key person risk".
Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast!
And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!
Stocks discussed: WFC, CRM, SFIX, GOOG, GOOGL
Host: Chris Hill Guest: Asit Sharma, Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksWed, 11 Jan 2023 - 21min
- 1078 - Stocks For China’s New Bull Market
A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1 (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier one. Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback. Stocks discussed: BABA, TCEHY, MCD, SBUX, KO, LVMHF, DIS Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp, Jackie Pecquex, Catie Peiper, Nick Lutz Producer: Ricky Mulvey Engineers: Tim Sparks, Rick EngdahlTue, 10 Jan 2023 - 23min
- 1077 - "No company is immune."
A major investment bank became the latest (but not the last) to announce layoffs.
(0:21) Jason Moser discusses: - Goldman Sachs cutting nearly 7% of its staff - Lululemon shares falling after the company lowered gross margin guidance - Why inventory levels will be a key retail metric to watch this upcoming earnings season
(11:00) Kirsten Guerra and Lou Whiteman engage in Bull vs. Bear debate over Teladoc Health.
Our new report, "5 Pullback Stocks" is available for free to Stock Advisor members. To access the report just go to www.fool.com/Pullback.
Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN
Host: Chris Hill Guest: Jason Moser, Kirsten Guerra, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Rich EngdahlMon, 09 Jan 2023 - 21min
- 1076 - Tom Gardner and Morgan Housel on Inflation, Tesla, and Starbucks
Everything feels unprecedented if you don’t study history, and 2022 wasn’t unique for the stock market. Morgan Housel is the best-selling author of “The Psychology of Money”. He joined Motley Fool co-founder and CEO Tom Gardner for a conversation about:
- Why cash is a better hedge against inflation than many believe - Parallels between the 2022 stock market and the dot-com bust of the early 2000s - What Tesla investors can learn from Starbucks’ past decline Companies discussed: BRK.A, BRK.B, TSLA, SBUX Host: Tom Gardner Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick EngdahlSun, 08 Jan 2023 - 28min
- 1075 - Diagnosing Stock Drops
Just because a stock lost 98% of its value doesn’t mean it's cheap. Sometimes the market becomes efficient.
Asit Sharma joins Ricky Mulvey to look at some justifiable reasons why stocks dropped last year and which strong businesses that may have been swept up in the tide. They discuss:
- Carvana’s boom and bust, and the takeaways for investors - If Zoom has a sticky product - How Roku is addressing a tougher advertisement landscape - Meta’s valuation, and questions about its leadership - Mindset advice if you want to be a contrarian investor
Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META
Aswath Damodaran’s blog on Meta: https://aswathdamodaran.blogspot.com/2022/11/meta-lesson-1-corporate-governance.html
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Tim SparksSat, 07 Jan 2023 - 29min
- 1074 - 3 CEOs Walk Into A Bar
On a shortened week of trading for investors, three CEOs dominated the headlines. (0:21) Matt Argersinger and Jason Moser discuss: - Layoff announcements and a sober prediction from Microsoft CEO Satya Nadella - The market's positive reaction to the December jobs report - Key things they're watching in the tech industry - Newest unveilings at CES in Las Vegas - The latest from Stitch Fix and Constellation Brands (19:11) Malcolm Ethridge, CFP and host of "The Tech Money Podcast", weighs in with predictions of two more interest rate hikes, why "Mega Cap Tech" is the key to a stock market rally, and what he's watching for this earnings season. (34:00) Matt and Jason discuss Bed Bath & Beyond's real estate footprint as the company nears bankruptcy, and share two stocks on their radar: Amazon and Bentley Systems. Looking to get a jump start on your 2023 financial goals? Our flagship service, Stock Advisor, is open to new members for just $99 a year! Access this special offer by visiting www.fool.com/intro. Stocks discussed: CRM, AMZN, MSFT, AAPL, SFIX, STZ, ROKU, SONY, HMC, GOOG, GOOGL, SPOT, BBBY, BSY Host: Chris Hill Guests: Jason Moser, Matt Argersinger, Malcolm Ethridge Engineer: Rick EngdahlFri, 06 Jan 2023 - 38min
- 1073 - Value Opportunities for Investors
Value Opportunities for Investors Sometimes cheap stocks are an opportunity, and sometimes stocks are cheap for a reason. (0:21) Bill Mann discusses: - Amazon laying off 18,000 employees - Whether layoffs are a bad sign or an indication a company is being honest with itself - The writing on the (bond market) wall for Bed Bath & Beyond (11:11) Ron Gross provides an overview of value investing, discusses why the current environment favors value stocks, and shares a few ideas for investors seeking to build up the value side of their portfolio. Stocks discussed: AMZN, CRM, MSFT, GOOG, GOOGL, BBBY, TGT, COST, WMT, BBY, CAT, DE, NEE, SO, NUE, VMC The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Bill Mann, Ron Gross Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksThu, 05 Jan 2023 - 19min
- 1072 - 2 Dividend Stocks To Watch
Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? (0:21) Tim Beyers discusses: - How Salesforce's recent acquisitions are the reason layoffs shouldn't be surprising - Why HubSpot's next move is one of the most interesting things in tech - One tech business bucking the trend by increasing its hiring (8:22) Matt Argersinger previews the year for dividend stock investors, discusses why the payout radio is a key metric to watch, and shares two dividend stocks he believes are looking more attractive these days. Stocks discussed: CRM, HUBS, ASAN, MNDY, SCHD, VIG, MTN, SWK, EXR, LII The Motley Fool's top stock-picking service, Stock Advisor, is open to new members for just $99 a year! To join now visit www.fool.com/intro to access this special introductory offer. Host: Chris Hill Guests: Tim Beyers, Ron Gross Producer: Ricky Mulvey Engineer: Rick EngdahlWed, 04 Jan 2023 - 17min
- 1071 - Time To Hit The Gym Stocks?
'Tis the season for investing in your physical fitness. (0:21) Jason Moser discusses: - The relative strength of Planet Fitness - How "exercise at home" has been around for decades - Amazon actually testing flying drone deliveries in California and Texas (13:45) Dylan Lewis and Asit Sharma discuss what growth stock investors should be considering this year, as well as one business in particular with tailwinds (despite a tough environment). Stocks discussed: PLNT, PTON, AMZN, CRWD Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Jason Moser, Dylan Lewis, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksTue, 03 Jan 2023 - 27min
- 1070 - 2023 Investing Blueprint
It's the perfect time to review your financial plan for investing in 2023. (0:21) Andy Cross discusses: - His optimism after the worst year for investors since 2008 - The potential for 2023 to be "a stock picker's market" - Why financials and healthcare are two of the industries he's watching for opportunities (10:15) Robert Brokamp weighs in on whether all investors should more seriously consider bonds, why retirees might be able to increase their safe withdrawal rates, and the biggest asset younger investors have this year. Looking for more investing ideas? Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report. Host: Chris Hill Guests: Andy Cross, Robert Brokamp Engineer: Rick EngdahlMon, 02 Jan 2023 - 18min
- 1069 - 27 Stocks for 2023
CEOs on the hot seat, stocks in the spotlight, and reckless predictions! (0:21) Jason Moser and Matt Argersinger discuss: - Industries and trends investors should be watching - Why the CEOs of Amazon, Starbucks, and Twilio could be on the hot seat - Two stocks poised for upside - Keeping online streaming and BNPL businesses on a short leash - Not being worried about Blackstone, Home Depot, and Johnson & Johnson (19:11) Jason and Matt continue our 2023 preview with: - Potential surprises for investors - Why Live Nation and nCino could both be acquired - 1 trend and 1 stock that investors will have to be very patient with - Reckless business predictions involving crypto, Elon Musk, and Warren Buffett - Two stocks on their radar: Topgolf Callaway and Easterly Government Properties Want even more stock ideas? Get a free copy of our "5 Stocks Under $49" report by going to www.fool.com/report. Stocks discussed: ROKU, GOOGL, PARA, DIS, NFLX, AMZN, TWLO, SBUX, STAG, TTD, WBD, PYPL, SQ, BX, HD, JNJ, CRM, PLD, CRWD, STWD, LYV, NCNO, APPH, COIN, BRK.A, MODG, DEA Host: Chris Hill Guests: Jason Moser, Matt Argersinger Engineer: Rick EngdahlFri, 30 Dec 2022 - 38min
- 1068 - Do You Really Want To Be An Investor?Thu, 29 Dec 2022 - 06min
- 1067 - Don't Bet Against Behemoths
Disruption is not a given, nor is it easy. (0:21) Jason Moser discusses: - How Visa and Mastercard fared in a year dominated by crypto news - Why fortress balance sheets will be an even bigger asset in the new year - Leaders he's watching in 2023 Stocks mentioned: V, MA, MSFT, APPL, GOOG, GOOGL, HD, LOW Host: Chris Hill Guest: Jason Moser Engineer: Rick EngdahlWed, 28 Dec 2022 - 09min
- 1066 - Global Markets to Watch in 2023
Outside the U.S. there are opportunities for investors in the new year.
(0:21) Bill Mann discusses: - Countries producing raw materials (and video games) - What needs to change in China to get him more interested in companies like Alibaba and JD.com - Why investors should be watching Canada and Norway
Stocks mentioned: JD, BABA, TCEHY
Go to www.fool.com/report to get your free copy of our "5 Stocks Under $49" report.
Host: Chris Hill Guests: Bill Mann Engineer: Tim SparksTue, 27 Dec 2022 - 12min
- 1065 - How Much Does Santa Weigh?
We're taking a break from investing and stock talk to discuss: - Santa's actual weight - Murder's surprising popularity as an entertainment device - Best movie Santas - Alcoholic holiday drinks - "Cereal Derangement Syndrome" - Fascination with the NY Post's front page - Rule changes we would make in the NBA, NHL, and MLB - Who should narrate a classic McSweeney's essay To cast your vote for your favorite sports rule change, email email@example.com. Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Rick EngdahlSat, 24 Dec 2022 - 47min
- 1064 - Becky Quick, Mark Cuban
We're easing into Christmas weekend with highlights from two of our favorite interviews of 2022. (0:21) Becky Quick discusses: - Helping The Wall Street Journal leap from print to the web - Making the switch from the Journal to CNBC - Her unexpected introduction to Warren Buffett - Behind the scenes at CNBC (19:11) Mark Cuban discusses: - His new health care venture, Cost Plus Drugs - Competing with major healthcare companies - Advice for potential NFL owner Jeff Bezos - The appeal of pickleball! Host: Chris Hill Guests: Becky Quick, Mark Cuban Engineers: Rick Engdahl, Dan BoydFri, 23 Dec 2022 - 38min
- 1063 - Following Buffett, Bull vs. Bear: Etsy
What's the downside to using public filings to mirror Berkshire-Hathaway's investments? (0:21) Jim Gillies discusses: - The strength of Berkshire-Hathaway's underlying businesses - Warren Buffett's less-than-perfect investing track record - How investors cannot get the exact same price as the Berkshire-Hathaway investment managers (10:20) Dylan Lewis and Ricky Mulvey engage in a bull vs. bear debate over e-commerce platform Etsy. Stocks mentioned: BRK.A, BRK.B, ETSY, EBAY Holiday Music: Merry, Merry Christmas by Keb’ Mo’ Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksThu, 22 Dec 2022 - 20min
- 1062 - Nike, FedEx, and The Fed
The shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales (10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting. Stocks mentioned: FDX, UPS, NKE, BX Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksWed, 21 Dec 2022 - 26min
- 1061 - Is TikTok Too Big To Ban?
The digital advertising landscape is shifting.
(0:21) Bill Mann discusses: - Google's and Meta Platform's collective share of the digital ad market shrinking - Amazon leading the charge in e-commerce ad players - TikTok's impact on the ad industry and whether it is "unbannable" in the U.S.
(8:50) Alison Southwick and Robert Brokamp analyze the ins-and-outs of buying bonds.
Stocks mentioned: GOOG, GOOGL, META, AMZN, SPG, BND, BLK, IBDN, IBDR
Holiday Music: How Do You Spell Channukkahh? by The LeeVees
Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Tim SparksTue, 20 Dec 2022 - 19min
- 1060 - Barron's Top Stock Picks
There's a value approach to Barron's annual list, and we've got some thoughts. (0:21) Jason Moser discusses: - The case for traditional value stocks like Bank of America and Berkshire-Hathaway - Inclusion of Big Tech companies like Alphabet and Amazon - Why attractive valuation isn't enough to get us interested in Madison Square Garden Sports (12:45) Jason and Matt Frankel review some bold predictions they made last year and share some predictions about mortgage rates, inflation, and stocks in the year ahead. Stocks mentioned: AA, GOOG, GOOGL, AMZN, BAC, BRK.A, BRK.B, CMCSA, DAL, DIS, MSGS, MDT, TSLA, TOL Holiday Music: 8 Days (of Hanukkah) by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksMon, 19 Dec 2022 - 30min
- 1059 - Aswath Damodaran on the Fed, Inflation, and Valuation
If you're impatient, then value investing's probably not for you. But for those interested, there's probably no one better to listen to than Aswath Damodaran, professor of corporate finance and valuation at the Stern School of Business at New York University.
Motley Fool CEO Tom Gardner talks with the “Dean of Valuation” about: - Inflation’s new questions for investors - The most important investor you can learn from - Incentives, correlations, and costs in ESG scoring
Stocks mentioned: MO, BLK
If you're a member of any Motley Fool service you can access the full conversation here:
Host: Tom Gardner Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim SparksSun, 18 Dec 2022 - 26min
- 1058 - Same Data, Different Conclusions
Even if a soft landing is possible, investors may not want one. Plus, how do you even know if a soft landing is happening? Liz Young is the head of Investment Strategy for SoFi. Motley Fool editor Mary Long caught up with Young to talk about: - Macro data that’s meaningful to stock investors - How to build an investment thesis - One sector that’s been “unfairly punished” - The likelihood of a recession in 2023 Host: Mary Long Guest: Liz Young Producer: Ricky Mulvey Engineer: Rick EngdahlSat, 17 Dec 2022 - 28min
- 1057 - Best & Worst of 2022
Time to hand out some awards! (0:21) Ron Gross, Emily Flippen, and Jason Moser discuss: - The biggest business/investing stories of the year - Who gets their vote for CEO of 2022 - Some of the dumbest investments of the year - How semiconductors and a stock hitting an all-time high flew under Wall Street's radar (19:11) Ron, Emily, and Jason continue our year-in-review special with: - Surprising years from Salesforce, Axon Enterprise, and Campbell Soup - Things they didn't have on their 2022 Bingo Cards - New investing discoveries - Three stocks on their radar: Booz Allen Hamilton, NextEra Energy, and Topgolf Callaway Stocks discussed: TSLA, TXN, ULTA, BBBY, K, CASY, OM, AXON, CPB, CRM, BRK.A, BRK.B, DIS, DOCU, NFLX, BAH, NEE, MODG Host: Chris Hill Guests: Ron Gross, Emily Flippen, Jason Moser Engineer: Rick EngdahlFri, 16 Dec 2022 - 38min
- 1056 - Are College Bowl Sponsorships Worth It?
With 42 college bowl games on tap, are companies spending smart money to sponsor the event? (0:21) Jason Moser discusses: - The economics of bowl game sponsorship - Why local businesses may have an edge - Kellogg sponsoring three bowl games, two of them with their Cheez-It brand (12:45) Tim White and Tim Beyers take a closer look at user-interface design and which companies get it right (and wrong). Stocks mentioned: AZO, COF, SAM, K, LYFT, HUBS, CRM, SNAP, AAPL, WDAY Holiday Music: The Hanukkah Waltz by Bela Fleck and the Flecktones Host: Chris Hill Guests: Jason Moser, Tim White, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksThu, 15 Dec 2022 - 24min
- 1055 - Tesla Shareholders Are Nervous (They Should Be)
Tesla shares have been cut in half since April 14, the day Elon Musk announced his intention to buy Twitter. (0:21) Bill Mann discusses: - Delta Airlines projecting financial optimism in 2023 - Moderna shares up 20% this week after promising results from a skin cancer treatment trial in combination with Merck - Tesla shareholders being more nervous than before due to (among other things) Twitter taking more of CEO Elon Musk's time and attention (12:45) Ricky Mulvey talks with Jack Caporal from The Ascent about the most popular financial New Year's resolutions and tips for keeping them. For more data on The Ascent's survey on financial resolutioins, click here: https://www.fool.com/the-ascent/research/financial-new-years-resolutions/ Stocks mentioned: DAL, MRNA, MRK, TSLA Holiday Music: White Christmas by Sharon Jones & the Dap-Kings Host: Chris Hill Guests: Bill Mann, Jack Caporal Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim SparksWed, 14 Dec 2022 - 18min
- 1054 - Inflation Cooling, SBF Arrested
November's CPI rose just 0.1%, lower than economists were expecting. (0:21) Jim Gillies discusses: - How inflation in the US compares to other countries - Why some Nasdaq stocks have been "brutalized" - Sam Bankman-Fried, co-founder of FTX, being arrested and charged with (among other things) conspiracy and securities fraud (12:45) Alison Southwick and Robert Brokamp answer listeners questions about how many stocks to own, financial aid, and saving for kids. Stocks mentioned: STLJF Holiday Music: Five Pound Box Of Money by Pearl Bailey Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick EngdahlTue, 13 Dec 2022 - 27min
- 1053 - London Calling Microsoft
A new 10-year deal with the London Stock Exchange sends shares of Microsoft higher. (0:21) Jason Moser discusses: - The "win-win" deal between the two sides - How cloud services like Azure and AWS are becoming utilities - The short, not-so-happy public life of Weber Grill - Peter Lynch's advice being a starting point (not a finish line) for investors (12:30) Ricky Mulvey talks with Eddie Alterman, host of the "Car Show" podcast, about the used car market and how GM is competing with Ferrari. Stocks mentioned: MSFT, LDNXF, AMZN, GOOG, GOOGL, WEBR, COOK, GM Holiday Music: Sugar & Booze by Ana Gasteyer Host: Chris Hill Guests: Jason Moser, Eddie Alterman Producer: Ricky Mulvey Engineer: Rick EngdahlMon, 12 Dec 2022 - 26min
- 1052 - The ROI of Design
Great design can reward a company’s shareholders, but “good enough” doesn’t do much. Mauro Porcini is the Chief Design Officer of PepsiCo and the author of “The Human Side of Innovation: The Power of People in Love with People.” Ricky Mulvey caught up with Porcini to discuss:
- Why investors should watch companies with great design thinkers
- The strategy behind limited-edition releases
- How wearables could change what we eat and drink
Companies mentioned: PEP, MMM, AAPL
Host: Ricky Mulvey
Guest: Mauro Porcini
Engineer: Tim SparksSun, 11 Dec 2022 - 27min
- 1051 - REITs, Homebuilders, and the Return of Las Vegas
You can think of real estate in a lot of different ways, but at the end of the day it's just space. And that space is going through a lot of change. Interest rates are going higher, homes are getting more expensive, and companies continue to struggle with hybrid-work plans. Deidre Woollard and Matt Argersinger discuss: - Lesser-known office REITs that may be presenting opportunities for investors - Homebuilders facing headwinds - Lessons from Las Vegas’s comeback Companies mentioned: SLG, ARE, HPP, DEA, TOL, PHM, HD, LOW, SHW, POOL, SPG, VICI, KIM, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick EngdahlSat, 10 Dec 2022 - 26min
- 1050 - USA vs. Microsoft
It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick EngdahlFri, 09 Dec 2022 - 39min
- 1049 - Gas, China, Food & Beverage Stocks
Inflation is one of the big stories of the year, but consumers are finally getting relief at the pump. (0:21) Asit Sharma discusses: - The price of gas being lower than it was a year ago - Ripple effects (positive and negative) from lower gas prices - China stocks getting a short-term boost from the prospects of Covid restrictions being relaxed (9:45) Ricky Mulvey joins Asit to take a closer look at which food and beverage trends are gaining (and losing) steam. Stocks mentioned: BILI, JD, BYND, KO, SAM, KR Holiday Music: Christmas (Baby Please Come Home) by Dropkick Murphys Host: Chris Hill Guests: Asit Sharma Producer: Ricky Mulvey Engineer: Rick EngdahlThu, 08 Dec 2022 - 23min
- 1048 - Another New Trend from Robinhood?
After helping to drive trading costs to $0, Robinhood offers a financial incentive for IRA investing. (0:21) Jason Moser discusses: - Whether Robinhood's 1% match on new IRA accounts will force other financial institutions to do the same - If the new service from the still-unprofitable Robinhood will reward shareholders - A new survey from Forbes Advisor about the increase in buy-now, pay-later activity and what it bodes for consumer savings in 2023 (10:25) Asit Sharma talks with Endava CEO John Cottrell about digital payment trends and differentiating from the competition. Stocks mentioned: HOOD, DAVA, WISE Holiday Music: Christmas Will Work It Out by Paola Bennet Host: Chris Hill Guests: Jason Moser, Asit Sharma, John Cottrell Producer: Ricky Mulvey Engineers: Rick EngdahlWed, 07 Dec 2022 - 23min
- 1047 - Getting Kids to Invest
You might not expect to find a multi-bagger stock in aftermarket automotive parts. But, that's exactly what one retailer has accomplished.
(0:44) Deidre Woollard and Jim Gillies discuss: - Europe's energy crunch, and why Russia isn't playing along with price caps. - Investing in economic cycles as a contrarian. - Why AutoZone is "one of the best managed companies and capital allocation stories."
Plus, (17:31) Motley Fool Contributor Brian Withers joins Alison Southwick and Robert Brokamp to discuss how to encourage kids to invest when time is on their side.
Companies mentioned: AZO, DIS, CMG
Holiday Music: Disco Christmas by Universal Robot
Host: Deidre Woollard Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Brian Withers Producer: Ricky Mulvey Engineer: Rick EngdahlTue, 06 Dec 2022 - 30min
- 1046 - The Evolution of Max
Executives at Warner Bros Discovery are planning to unveil a new streaming service combining the assets of HBO Max and Discovery+. (0:21) Jason Moser discusses: - How CEO David Zaslav's focus on profitability could pay off - WBD's underrated library of content - The rise of FAST (Free Ad-Supported TV) (12:30) Andy Cross talks with Airbnb co-founder Nat Blecharczyk about the latest improvements for the home-sharing platform. Stocks mentioned: WBD, NFLX, DIS, CMCSA, TTD, ABNB Holiday Music: Christmas Is Starting Now by Big Bad Voodoo Daddy Host: Chris Hill Guests: Jason Moser, Andy Cross, Nate Blecharczyk Producer: Ricky Mulvey Engineers: Rick EngdahlMon, 05 Dec 2022 - 21min
- 1045 - Indra Nooyi on Leadership, Culture, and Steve Jobs
During her 12-year run as CEO of Pepsi, Indra Nooyi helped the company grow sales by 80%. Despite her success as one of the most powerful women in business, she's happy to be out of the world of “bits and bytes.” Motley Fool co-founder and CEO Tom Gardner caught up with Nooyi to discuss: - Other CEOs she's learned from - Building a culture of ownership - Decision-making as an art and a science
Companies mentioned: PEP, AAPL, AMZN, PFE
Indra Nooyi's best-selling book is "My Life in Full: Work, Family, and Our Future".
Host: Tom Gardner Guest: Indra Nooyi Producer: Ricky Mulvey Engineers: Heather Horton, Dan BoydSun, 04 Dec 2022 - 27min
- 1044 - Lessons From Great Investors
The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle CarruthersSat, 03 Dec 2022 - 24min
- 1043 - More Jobs for Americans, More Confusion for Investors
If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone.
(0:21) Matt Argersinger and Jason Moser discuss: - A strong jobs report, latest housing data, and contrary indications from the retail industry - Ulta Beauty continuing a standout year - VICI Properties increasing its share of properties on the Las Vegas Strip - Signs of life from Okta - The latest from Salesforce, Five Below, and Crowdstrike
(19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space.
Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC
Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller Producer: Ricky Mulvey Engineer: Dan BoydFri, 02 Dec 2022 - 38min
- 1042 - Battling Giants
What's it like competing against a business that's 1,000 times bigger than your own?
(0:21) Emily Flippen discusses: - Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it - Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce - Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's
(12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean.
Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL
Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson
Host: Chris Hill Guests: Emily Flippen, Jeff Santoro, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick EngdahlThu, 01 Dec 2022 - 23min
- 1041 - FTX Collapse: Lessons for Investors
The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX.
(0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios
(15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors.
Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR
Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan BoydWed, 30 Nov 2022 - 29min
- 1040 - Commodities...Seriously?
With more retail data rolling in, it might also be time to start paying attention to commodities.
(0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines around strong holiday retail may be masking weakness underneath - Why stock investors may have to start paying attention to the price of copper
(9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy.
Stocks mentioned: ADBE
Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlTue, 29 Nov 2022 - 20min
- 1039 - China Protests Hit U.S. Stocks, NFL Viewing Hits New Record
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China.
(0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other retailers are competing with Amazon - NFL viewing on Thanksgiving Day setting new records
(9:33) Bill Mann discusses: - Rising unemployment among China's young adults - How municipalities are "drowning in debt" - The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble
Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC
Host: Chris Hill Guest: Jason Moser, Bill Mann, Engineer: Dan BoydMon, 28 Nov 2022 - 18min
- 1038 - What Really Drives Stocks Higher?
Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession.
Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss:
- How growth stories can change through time. - Sectors showing the power of compounding dividends. - If a “Fed Put” still exists.
Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/
Host: John Rotonti Guest: Richard Bernstein Producer: Ricky Mulvey Engineers: Heather Horton, Dan BoydSun, 27 Nov 2022 - 24min
- 1037 - Hidden Moats
Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages. Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss: - What it means for a company to have a moat - Key metrics that can show whether a company has a competitive advantage - Moats in utility poles, engineering software, and gentlemen’s clubs Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF Host: Ricky Mulvey Guests: Jim Gillies, Iain Butler Engineer: Rick EngdahlSat, 26 Nov 2022 - 26min
- 1036 - 4 Stocks We're Thankful For
Cue the sound effect, it's time for our Thanksgiving Special!
(0:21) Ron Gross and Jason Moser discuss: - Humble Pie (aka, stocks we were wrong about) - Stocks we're thankful for - Turkey stocks to avoid - Financial topics we really hope don't come up this holiday season
(19:11) We revisit our conversation Scott Galloway, author of the bestselling book “Adrift: America in 100 Charts” and discuss a potential rebranding for nuclear energy, and which CEO has created the most shareholder value.
(37:20) Jason and Ron share two stocks on their radar: AMETEK and Taiwan Semiconductor.
Stocks discussed: APPH, WD, SBUX, DIS, HD, COST, NKE, BRK.B, TSLA, BBBY, AME, TSM
Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Galloway Engineer: Dan BoydFri, 25 Nov 2022 - 38min
- 1035 - Apropos of Nothing: Best Side Dishes, Movie Sequels, and Memorable Wedding Receptions
Today we’re taking a break from investing and finance. If you’re looking to kill some time, have a listen to this motley array of nonsense!
(1:45) Chris Hill, Bill Barker, and Bill Mann discuss: - What should be on the “Mount Rushmore of Thanksgiving Side Dishes” - Where we would go if we were in the Witness Protection program - Pro sports mascots to represent Team USA at the World Cup - Movie sequels and characters we’d like to see more of - A wedding reception that went viral
Host: Chris Hill Guests: Bill Barker, Bill Mann Engineer: Dan BoydThu, 24 Nov 2022 - 56min
- 1034 - “$5 Billion Feels Like Overkill”
Nordstrom is facing a problem with its customers, while Autodesk faces a problem it created. (0:21) Asit Sharma and Tim Beyers discuss: - Questions about Autodesk’s capital allocation strategy. - Nordstrom's plans for a tough retail environment. - Favorite Thanksgiving traditions! (12:44) Tim White joins Tim Beyers for an audio version of “This Week in Tech.” They discuss the fundamentals of software platforms, and how they could change over the next five years. Stocks mentioned: ADSK, JWN, CRM, TWLO, MDB, AMZN
Host: Asit Sharma Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlWed, 23 Nov 2022 - 25min
- 1033 - Is Zoom Video an Acquisition Target?
Profitable, and worth more than $20 billion, Zoom Video may also be an acquisition target.
(0:21) Bill Mann discusses: - Bob Iger's second day back as CEO - Best Buy, and CEO Corie Barry, defying expectations (again) - Zoom Video shares falling close to a 2-year low - How Zoom could fit well into Oracle's business
(12:25) Robert Brokamp talks with Megan McCoy, professor at Kansas State University, about relationships and money.
Stocks mentioned: DIS, BBY, AMZN, ZM, MSFT, ORCL
Host: Chris Hill Guest: Bill Mann, Robert Brokamp, Megan McCoy Producer: Ricky Mulvey Engineer: Dan Boyd, Rick EngdahlTue, 22 Nov 2022 - 28min
- 1032 - Bob Iger 2: Return of the CEO!
Late Sunday night the board of directors at The Walt Disney Company fired CEO Bob Chapek and re-hired Bob Iger.
(0:21) Jason Moser discusses: - The board's sudden reversal on Chapek - Expected changes in Disney's executive ranks - Iger's strengths in building relationships - Iger's track record in succession planning
(13:11) Dylan Lewis and Kirsten Guerra engage in a bull vs. bear debate over Pinterest.
Stocks mentioned: DIS, PEP, PINS, META
Host: Chris Hill Guest: Jason Moser, Dylan Lewis, Kirsten Guerra Producer: Ricky Mulvey Engineer: Dan Boyd, Tim Sparks, Rick EngdahlMon, 21 Nov 2022 - 22min
- 1031 - Mark Cuban on Drugs, Investing, and Advice for Jeff Bezos
The big three healthcare companies aren’t paying much attention to Mark Cuban’s new health care venture, Cost Plus Drugs. But their margins could mean a huge opportunity for the new start-up. Chris Hill caught up with Cuban to discuss:
- Why he’s able to sell a leukemia drug for thousands of dollars less than competitors - Stocks he bought during the pandemic - Advice for potential NFL owner Jeff Bezos
To check out Mark's new business go to www.CostPlusDrugs.com
Companies mentioned: WBA, CVS, NFLX, LYV, LVS, AMZN
Host: Chris Hill Guest: Mark Cuban Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan, Tim SparksSun, 20 Nov 2022 - 18min
- 1030 - 2022: New Learnings for Investors
Live from the Hawk & Griffin Pub in Vienna, Virginia...it's Motley Fool Money! Chris Hill talks with Bill Mann, Emily Flippen, and David Gardner about: - 2022 through the lens of a small business - The importance of evaluating the management team of a small cap company - How fear can be contagious for investors - Keeping an eye on inflation as we head into 2023 - Optimism around the UNC men's basketball team Check out the Rule Breaker Investing podcast with David Gardner! https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738 Host: Chris Hill Guests: Bill Mann, Emily Flippen, David Gardner Engineers: Rick Engdahl, Dan BoydSat, 19 Nov 2022 - 25min
- 1029 - Big Retail, Holiday Preview, and Chewy CEO Sumit Singh
If a huge week of retail earnings told us anything, it's that not everyone is ready for the holidays. (0:30) Emily Flippen and Jason Moser discuss: - Walmart beating expectations and raising guidance - Home Depot and Lowe's delivering the goods (without a boost in share prices) - Target's self-inflicted problems continuing - Former Domino's CEO Patrick Doyle taking his talents to Restaurant Brands International - The latest from Williams-Sonoma, Berkshire Hathaway, and Taiwan Semiconductor (19:15) Emily talks with Sumit Singh, CEO of Chewy, about the pet products industry, when it's ok to lose money on customer acquisition, and why his company is expanding into pet healthcare. (32:20) Emily and Jason discuss: - Sam's Club's new pricing strategy - Two stocks on their radar: Chart Industries and Zoom Video Stocks mentioned: WMT, HD, LOW, TGT, WSM, NVDA, BRK.A, BRK.B, TSM QSR, DPZ, CHWY, ROVR, GTLS, ZM Host: Chris Hill Guests: Jason Moser, Emily Flippen, Sumit Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlFri, 18 Nov 2022 - 39min
- 1028 - Family Ties & the “Buffett Premium”
Fictional character Alex P. Keaton and real-life CEO Warren Buffett have at least one thing in common.
(0:21) Ron Gross discusses: - Getting inspiration from a sitcom character - Buying his 1st stock from research in an investing newsletter - His enduring admiration for Costco - The undefinable-but-real value of the “Buffett Premium” when examining Berkshire-Hathaway’s business
Stocks mentioned: DIS, NFLX, COST, BRK-B
Host: Chris Hill Guest: Ron Gross Engineer: Dan Boyd, Tim SparksWed, 16 Nov 2022 - 18min
- 1027 - "A combination of fraud and delusion"
One reason we like Charlie Munger is he rarely, if ever, minces words. (0:21) Bill Mann discusses: - The latest PPI data boosting the market - Walmart's inventory levels (and 3rd-quarter results) catching Wall Street's attention - Charlie Munger sounding off on crypto (13:37) Alison Southwick and Robert Brokamp dip into the Fool Mailbag to answer questions about Roth IRAs, how ETFs work, and more! Companies discussed: WMT, GE, UAA Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlTue, 15 Nov 2022 - 26min
- 1026 - Twitter's Gift To Competitors
Social media companies selling advertising have been handed an unexpected gift (if they're able to take it).
(0:21) Jason Moser discusses: - Disney's historic win at the box office this weekend being overshadowed by the specter of layoffs - CEO Bob Chapek's metric for success in 2024 - Eli Lilly falling victim to a prank on Twitter and pulling its ad business in response - How Snap, Facebook, and Instagram need to take advantage of their sudden opportunity
(11:35) Jason and Matt Frankel take a closer look at the returns that safe investments are offering.
Companies discussed: DIS, AMZN, LLY, META, SNAP
Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Dan BoydMon, 14 Nov 2022 - 22min
- 1025 - Leadership Strategies & Using Sports to Teach Business
More senior-level women are leaving the workforce than ever before, and just 2% of venture capital funding goes to female-led start-ups. That said, there are plenty of reasons to be optimistic about the future of female leadership and entrepreneurship. Julia Boorstin is CNBC’s Senior Media & Tech Correspondent and the author of “When Women Lead: What They Achieve, Why They Succeed, and How We Can Learn from Them.” Deidre Woollard caught up with Boorstin to discuss: - Closing the funding gap for female-led companies - Shifting power dynamics in healthcare - What sports can teach kids about business - Why female leadership strategies are valuable for any business
Companies mentioned: RENT, REAL, SFIX
Host: Deidre Woollard Guest: Julia Boorstin Producer: Ricky Mulvey Engineer: Dan BoydSun, 13 Nov 2022 - 24min
- 1024 - Retail, Inventory, and Deals!
Shipping container prices are down 74% from early this year! But many retailers have too much stuff, and shoppers are less eager to check out the clearance racks. Motley Fool Senior Analyst Sanmeet Deo joins Ricky Mulvey to discuss: - Which retailers are tackling inventory challenges well - An overlooked metric for retailers - And a compelling opportunity for long-term investors
Companies mentioned: LULU, NKE, TJX, DKS, SPG, TGT, JWN, ROST, M, AMKBY
Article about Macy’s inventory management: https://www.retaildive.com/news/macys-inventory-glut-management-supply-chain-officer-dennis-mullahy-peak-season/635640/
Host: Ricky Mulvey Guest: Sanmeet Deo Engineers: Rick Engdahl, Dan BoydSat, 12 Nov 2022 - 24min
- 1023 - We Love Cooling Inflation!
Several factors in the Big Macro pushed stocks higher at week's end.
(0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta
(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.
(32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International
Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI
Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlFri, 11 Nov 2022 - 38min
- 1022 - Did We Just Hit The Bottom?
A lower-than-expected CPI number sent stocks soaring. (0:21) Jim Gillies discusses: - Why he believes the reaction on Wall Street could signal a bottom for stocks - Bumble benefitting from today's market rise - How, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price (15:47) Jeremy Bowman talks with GitLab CFO Brian Robins about how his company is helping other companies develop software, and the trade-off between growth and profitability. Companies discussed: BMBL, MTCH, GTLB Host: Chris Hill Guests: Jim Gillies, Jeremy Bowman, Brian Robins Producer: Ricky MulveyThu, 10 Nov 2022 - 26min
- 1021 - CEO's Seat Getting Warmer
The House That Mickey Built appears to be struggling.
(0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks division - Redfin shutting down its home-flipping business and laying off 13% of staff
(14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself".
Companies discussed: DIS, NFLX, RDFN, HD
Host: Chris Hill Guests: Tim Beyers, Deidre Woollard, Bernie Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlWed, 09 Nov 2022 - 28min
- 1020 - Money & The Average American
Rough years for Lyft and Tripadvisor get even rougher.
(0:21) Ron Gross discusses: - Lyft disappointing Wall Street in one key metric - Why Uber's diversification is currently an asset - Tripadvisor's guidance pulling down the stock
(10:54) Alison Southwick and Robert Brokamp talk with Jack Caporal and analyze data around average American salaries, savings, and what it means for your financial goals.
Companies discussed: LYFT, UBER, TRIP
Host: Chris Hill Guests: Ron Gross, Alison Southwick, Robert Brokamp, Jack Caporal Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlTue, 08 Nov 2022 - 21min
- 1019 - Amazon Music is now FM Radio
Sometimes opportunity comes in the form of competitors making a mistake.
(0:21) Jason Moser discusses: - Shares of Meta Platforms rising on reports of "large-scale layoffs" coming this week - How long it will take to know if Mark Zuckerberg's investments in the metaverse will pay off - Amazon angering Prime members with an "upgrade" of their music service that changes the user experience for the worse - Spotify and Apple being gifted an opportunity to find new members for their music services
(13:57) Dylan Lewis and Ricky Mulvey discuss the changing advertising landscape and what the shifts mean for major players like Netflix and Google.
Companies discussed: META, AAPL, SPOT, ROKU, SNAP, NFLX, GOOG, GOOGL
Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlMon, 07 Nov 2022 - 26min
- 1018 - McKinsey’s Hidden Influence
One of the most powerful private companies in the world is also one of the most secretive. Michael Forsythe is an investigative reporter for The New York Times and co-author of the new book “When McKinsey Comes to Town: The Hidden Influence of the World's Most Powerful Consulting Firm.” Forsythe joined Ricky Mulvey to discuss: - Why Fortune 500 companies pay millions of dollars for the firm’s advice - What “The Carnegie Way” meant for US Steel - McKinsey’s relationship with the FDA and what it means for drugmakers
Companies mentioned: X, BIIB, ALL, DIS, WMT, PNGAY
Host: Ricky Mulvey Guest: Michael Forsythe Engineer: Dan BoydSun, 06 Nov 2022 - 27min
- 1017 - Buybacks Done Well (and Not-So-Well)
Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: - A common misunderstanding investors have about free cash flow - Why management teams often struggle at doing share repurchases well - How Apple became a “shining example” of superior capital allocation - One less-familiar company that’s executed buybacks well
Companies discussed: APPL, META, ORLY
Capital Allocation episode: https://www.fool.com/podcasts/motley-fool-money/2022-05-14-capital-allocation-the-superpower
Host: Dylan Lewis Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan BoydSat, 05 Nov 2022 - 23min
- 1016 - Surprising Earnings and Portfolio Protection
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How two of the "War On Cash" stocks are doing - Etsy's cautious optimism heading into the holidays - North American same-store sales fueling the rise of Starbucks - The latest from Qualcomm, Atlassian, and Uber (19:15) Rachel Warren talks with Jon Maier, chief investment officer at Global X, about how to protect your portfolio during an economic downturn and trends he's watching over the next 3, 5, and 10 years. (30:30: Andy and Jason return to talk about - Hershey's latest quarter - Investing strategy for a college student - Two stocks on their radar: Ulta Beauty and The Trade Desk Stocks mentioned: SQ, PYPL, ETSY, SBUX, QCOM, TEAM, UBER, HSY, VOO, ULTA, TTD Host: Chris Hill Guests: Jason Moser, Andy Cross, Rachel Warren, Jon Maier Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan BoydFri, 04 Nov 2022 - 39min
- 1015 - "The clock is ticking."
Some companies have bright futures, while others simply run out of time.
(0:21) Tim Beyers discusses: - Roku having more cyclicality than investors might expect - Whether Peloton can produce lower inventories over the holidays - Fastly's CEO declaring a commitment to growth
(15:26) Ricky Mulvey continues his conversation with Ben Foldy (Wall Street Journal reporter and host of the podcast Bad Bets) about the current state of Nikola and the rising interest in hydrogen-powered vehicles.
Companies discussed: ROKU, DIS, NFLX, PTON, FSLY, NB, NKLA, BMWYY, TM
Host: Chris Hill Guest: Tim Beyers, Ben Foldy Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlThu, 03 Nov 2022 - 23min
- 1014 - Airbnb's Record Quarter, Nikola's Early Days
If you think this is a market that will automatically reward a stock because the company posted record revenue, think again.
(0:17) Asit Sharma discusses: - Why today's announcement from the Federal Reserve won't change the way he invests - Record revenue highlighting Airbnb's 3rd-quarter results - Whether today's drop in share price looks like a buying opportunity
(8:31) Ben Foldy, Wall Street Journal reporter and host of the podcast "Bad Bets", shares insights on Nikola founder Trevor Milton, his early career, and the steps that led to one of the hottest stocks of the pandemic.
Companies discussed: ABNB, NKLA, KNX
Host: Chris Hill Guest: Asit Sharma, Ben Foldy Producer: Ricky Mulvey Engineers: Tim Sparks, Rick EngdahlWed, 02 Nov 2022 - 18min
- 1013 - A "Shock and Awe" Acquisition
A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it.
(0:17) Bill Mann discusses: - Why he believes a "shock and awe" price was worth paying for J&J - How Abiomed strengthens the company's medical device portfolio - Amazon expanding its ad-free music library for Prime members - Signs that the retail giant is gunning for Spotify, Disney, and other entertainment companies
(10:33) Alison Southwick and Robert Brokamp discuss how shortcuts can make you a smarter saver.
Companies discussed: JNJ, ABMD, AMZN, SPOT, DIS, PARA
Host: Chris Hill Guest: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Tim Sparks, Rick EngdahlTue, 01 Nov 2022 - 26min
- 1012 - 4 Stocks We Just Bought
October turned out to be the best month for the Dow Jones Industrial Average in a long time.
(0:17) Jason Moser discusses: - The importance of staying invested through bear markets - JPMorgan Chase going after the rental payment market - How much JPM has been investing in technology - Wells Fargo issuing a "double downgrade" of Hanesbrands
(13:49) Matt Frankel joins Jason to discuss four companies they bought shares of recently.
Companies discussed: JPM, HBI, HD, MKC, STOR, O, PINS
Host: Chris Hill Guest: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Tim Sparks, Rick EngdahlMon, 31 Oct 2022 - 23min
- 1011 - Industrial Companies with Moats
“When the party is happening in the penthouse, this is a sector that’s in the basement.”
Industrial companies aren’t the sexiest stocks, but that’s where investors can find strong moats. You just have to look at “micro-verticals” like fluid-handling, label making, and aircraft replacement parts. Nick Santhanam is the CEO of the Fernweh Group and a co-author of the new book “The Titanium Economy: How Industrial Technology Can Create a Better, Faster, Stronger America.” Ricky Mulvey caught up with Santhanam to talk about: - Why investors often misunderstand the industrial sector - How companies are using 3D printing and blockchain technology - Why family-run companies have key advantages for long-term investors - The biggest challenge for companies in the Titanium Economy
Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ
Host: Ricky Mulvey Guest: Nick Santhanam Engineer: Dan BoydSun, 30 Oct 2022 - 28min
- 1010 - Who Killed the Candy Bar?
If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Halloween and discuss: - Why candy is a growing market that’s also shrinking - Hershey’s M&A strategy and supply chain questions - Official Halloween candy power rankings
Companies mentioned: HSY, GIS, NKE
Michele Buck’s HBR article: https://hbr.org/2022/11/the-ceo-of-hershey-on-turning-a-candy-company-into-a-snacks-empire
Host: Ricky Mulvey Guest: Asit Sharma Engineer: Dan BoydSat, 29 Oct 2022 - 23min
- 1009 - Apple, Amazon, and 2 New All-Time Highs
The biggest tech companies reported this week, but it was Apple that shined the brightest.
(0:30) Jason Moser and Matt Argersinger discuss: - The diversity and strength of Apple's business lines - Slowing growth in Amazon Web Services - Meta Platforms hitting its lowest point in 6 years - Ford Motor's demonstration of fiscal discipline - The latest from Alphabet, Microsoft, and Visa
(19:15) Jason and Matt continue the earnings analysis and discuss: - ExxonMobil and McDonald's hitting new highs - Chipotle's plans for growth - Surprisingly strong weeks for Teladoc Health and Intel - Overrated and underrated Halloween candy - Two stocks on their radar: SiTime Corp. and Lennox International
Got a question about investing? Email firstname.lastname@example.org
Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM
Host: Chris Hill Guests: Matt Argersinger, Jason Moser Engineer: Dan BoydFri, 28 Oct 2022 - 38min
- 1008 - Meta Misses, Shopify Stabilizes
On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016.
(0:21) Andy Cross discusses: - Meta's worrisome R&D spending metric - Low expectations helping to fuel Shopify's rise - Comcast beating tough quarterly comps, thanks in part to the Minions
(13:41) Ricky Mulvey talks with Scott Ford, CEO of WestRock, a "brand behind the brands" coffee business serving up 20 million cups a day.
Companies discussed: META, SHOP, CMCSA, WEST
Host: Chris Hill Guest: Andy Cross, Scott Ford Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlThu, 27 Oct 2022 - 27min
- 1007 - Alphabet, Visa, Roku
Google's parent company disappointed Wall Street, but share buybacks continue.
(0:21) Bill Mann discusses: - Alphabet being a strong business, despite recent downturns - Spinning off YouTube being an idea that doesn't make sense - Visa wrapping up the fiscal year in strong fashion - CEO Al Kelly being among those who do not expect a recession in 2023
(10:56) Shares of Roku have fallen more than 75% year to date. Ryan Henderson and Jose Najarro engage in a bull vs. bear debate over the digital media player company.
Companies discussed: GOOG, GOOGL, V, MA, ROKU, NFLX
Host: Chris Hill Guest: Bill Mann, Ryan Henderson, Jose Najarro Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlWed, 26 Oct 2022 - 20min
- 1006 - Coke's Pop, Weber's Buyout, Stock Market Superstitions
Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power.
(0:21) Jason Moser discusses: - Coca-Cola's strength in the face of currency headwinds - PayPal's new partnership with Amazon - Weber's largest shareholder grilling up a buyout offer - A new metric for retail businesses: DTRG
(13:17) Just in time for Halloween, Alison Southwick and Robert Brokamp break down stock market superstitions.
Companies discussed: KO, PEP, PYPL, AMZN, SHOP, LULU, WEBR, COOK
Host: Chris Hill Guest: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlTue, 25 Oct 2022 - 25min
- 1005 - Big Tech Earnings Preview
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week.
(:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term.
The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts.
Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlMon, 24 Oct 2022 - 28min
- 1004 - Crazy Eddie and the Art of Stock Fraud
Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier.
Founded by Eddie Antar, Crazy Eddie was a chain of consumer electronic stores in the Northeast. After going public in the 1980s, the stock became nearly a ten-bagger before investigators found it to be a fraud. Investors may not have suspected that the retailer boosted profit margins by manipulating a cash skim, but there were some other signs that the soaring stock price didn’t tell the whole story.
Ricky Mulvey talked with Gary Weiss, author of “Retail Gangster: The Insane, Real-Life Story of Crazy Eddie” about: - Why investors bought into Eddie Antar’s hype - How criminals save money on sales tax - The eventual downfall of Crazy Eddie
Host: Ricky Mulvey Guest: Gary Weiss Engineers: Rick Engdahl, Dan BoydSun, 23 Oct 2022 - 28min
- 1003 - What “Currency Headwinds” Mean for Investors
Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. Ricky Mulvey caught up with Bill Mann to look at four economies around the world, including: - England’s pension and interest rate problems - The challenges of investing in China - A massive raw material exporter with a currency that outperformed the US dollar
(NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister
Companies mentioned: CNSWF, NXGPY
Host: Ricky Mulvey Guest: Bill Mann Engineers: Rick Engdahl, Dan BoydSat, 22 Oct 2022 - 25min
- 1002 - Stocks (and Investing Books) We're Bullish On
Snap fell 30% and took other social media and advertising stocks down with it.
(0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platforms, and Alphabet getting dragged down by Snap's bad news - American Express shares falling despite increased full-year guidance - Boston Beer's strong 3rd-quarter report - The latest from Microsoft, Netflix, Tesla, and Tractor Supply
(19:15) Emily and Ron dip into the Fool Mailbag and discuss: - Medical device pure-plays - Investing books they recommend - Surprising economics of pumpkin spice - The latest from McDonald's and Keurig Dr. Pepper - Stocks they're more bullish on - Two stocks on their radar: ASML Holding and Blackstone
Got a question about investing? Email email@example.com
Stocks mentioned: SNAP, PINS, META, GOOG, GOOGL, CAT, DE, AXP, NFLX, MSFT, TSLA, TSCO, SAM, MCD, DNUT, SYK, MDT, ZBH, JNJ, RMD, SG, FNCL, JPM, SBUX, PEP, KO, KDP, BX, ASML
Host: Chris Hill Guests: Emily Flippen, Ron Gross Engineer: Dan BoydFri, 21 Oct 2022 - 38min
- 1001 - Tesla's Optimism Springs Eternal
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future.
(0:21) Bill Mann discusses: - Economic takeaways from England's sudden need for a new Prime Minister - Questions about Tesla's accounting - Why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive.
(10:11) Buck Hartzell talks with Boston Omaha co-CEOs Adam Peterson and Alex Rozek about the nuts and bolts of their business, and how they're handling short-term pain. If you're a member of any Motley Fool service you can access the full Boston Omaha interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/10/19/interview-alex-rozek-adam-peterson-boston-omaha/
Companies discussed: TSLA, BOC
Host: Chris Hill Guest: Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek Producer: Ricky Mulvey Engineers: Dan BoydThu, 20 Oct 2022 - 20min
- 1000 - Netflix Rising, WWE Preparing
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.
(0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run)
(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.
Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA
Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan BoydWed, 19 Oct 2022 - 27min
- 999 - Activist Investors Shake the Tree
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
(0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft.
Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT, CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick EngdahlTue, 18 Oct 2022 - 28min
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