Original Broadcast: Motley Fool Show
Several factors in the Big Macro pushed stocks higher at week's end. 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, and the latest from The Trade Desk, Lyft, and Marqeta. At 19 minutes in, 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. Then at 32 minutes in, Jason and Ron return to talk about Carnival Cruise's intriguing strategy to battle rising food costs and 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
Guests: Ron Gross,Jason Moser,Rachel Warren,Anjee Solanki
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Original Broadcast: Motley Fool Show
A lower-than-expected CPI number sent stocks soaring. Jim Gillies discusses why he believes the reaction on Wall Street could signal a bottom for stocks, Bumble benefitting from today's market rise, and how, after a "busted IPO, Bumble appears to be a real business trading at a more reasonable price. Plus, at 15 minutes in, 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
Guests: Jim Gillies,Jeremy Bowman,Brian Robins
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Original Broadcast: Motley Fool Show
If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. 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, and the latest from Qualcomm, Atlassian, and Uber. Plus, 19 minutes in, 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. The, 30 minutes in, Andy and Jason return to talk about Hershey's latest quarter, investing strategy for a college student, and 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
Guests: Jason Moser,Andy Cross,Rachel Warren,Jon Maier
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Original Broadcast: Motley Fool Show
If you think this is a market that will automatically reward a stock because the company posted record revenue, think again. 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, and whether today's drop in share price looks like a buying opportunity. At 8 minutes in, 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; Guests - Asit Sharma, Ben Foldy
Guests: Asit Sharma,Ben Foldy
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Following the past few turbulent weeks on stock markets, the launch of a new training course called ‘Investing Basics’ by the UK society for individual shareowners 'ShareSoc' comes at a good time. It will both remind seasoned investors of good practice, and help newbies understand the dynamics of the markets and the potential for good investment. After setting the scene for a fresh look at investing prospects, we invite you to find the links to the ten-video series here, via the webpage version of our Thought for this Week. Share Radio webpage for full commentary and links (incl. the videos): https://www.shareradio.co.uk/thinkingaloud/newsletters/comment-wc-2022-10-31/ Background music: 'Dark Alley Deals' by Aaron Kenny
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Original Broadcast: Motley Fool Show
The biggest tech companies reported this week, but it was Apple that shined the brightest. 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. Also, 19 minutes in, 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, over-rated and under-rated Halloween candy, and two stocks on their radar: SiTime Corp. and Lennox International. 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
Guests: Matt Argersinger,Jason Moser
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Original Broadcast: Motley Fool Show
On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016. Andy Cross discusses Meta's worrisome R&D spending metric, low expectations helping to fuel Shopify's rise, and Comcast beating tough quarterly comps, thanks in part to the Minions. Also, 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.
Guests: Andy Cross,Scott Ford
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For those searching for a long-term investment perspective risk and volatility are big issues: and there's no better example of that rollercoaster ride than crypto-currencies. Adam Cox has chosen to focus this episode on Bitcoin due to its reputation for major swings in value — but it applies just as well to major asset sectors such as property and stocks. The fact is that cash left on deposit at a time of high inflation erodes real value just like a leaky bath: so it's important to come to terms with asset risk and not to suffer 'analysis paralysis'. Adam's time machine and rollercoaster analogy might help.
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Original Broadcast: Motley Fool Show
Snap fell 30% and took other social media and advertising stocks down with it. 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, and the latest from Microsoft, Netflix, Tesla, and Tractor Supply. 19 minutes in, 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, and two stocks on their radar: ASML Holding and Blackstone. 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
Guests: Emily Flippen,Ron Gross
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Original Broadcast: Motley Fool Show
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. Bill Mann discusses economic takeaways from England's sudden need for a new Prime Minister, questions about Tesla's accounting and why he believes that, despite falling in 2022, Tesla's stock is still pretty expensive. 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. Companies discussed: TSLA, BOC. Host - Chris Hill; Guests - Bill Mann, Buck Hartzell, Adam Peterson, Alex Rozek
Guests: Bill Mann,Buck Hartzell,Adam Peterson,Alex Rosek
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