Mon, 31 October 2022
October turned out to be the best month for the Dow Jones Industrial Average in a long time. (0:17) Jason Moser discusses: (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 |
Sun, 30 October 2022
“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: Companies mentioned: GGG, HEI, SEE, BRD, CWST, AZZ Host: Ricky Mulvey |
Sat, 29 October 2022
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: 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
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Fri, 28 October 2022
The biggest tech companies reported this week, but it was Apple that shined the brightest. (0:30) Jason Moser and Matt Argersinger discuss: (19:15) Jason and Matt continue the earnings analysis and discuss: Got a question about investing? Stocks mentioned: AAPL, AMZN, META, GOOG, GOOGL, V, MSFT, F, XOM, TDOC, INTC, CMG, MCD, LII, SITM, TSM Host: Chris Hill |
Thu, 27 October 2022
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: (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 |
Wed, 26 October 2022
Google's parent company disappointed Wall Street, but share buybacks continue. (0:21) Bill Mann discusses: (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 |
Tue, 25 October 2022
Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power. (0:21) Jason Moser discusses: (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 |
Mon, 24 October 2022
Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week. (:21) Dylan Lewis and Tim Beyers discuss: 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 |
Sun, 23 October 2022
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: Host: Ricky Mulvey |
Sat, 22 October 2022
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: (NOTE: This episode was recorded before Liz Truss resigned as Britain's Prime Minister Companies mentioned: CNSWF, NXGPY Host: Ricky Mulvey
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Fri, 21 October 2022
Snap fell 30% and took other social media and advertising stocks down with it. (0:30) Emily Flippen and Ron Gross discuss: (19:15) Emily and Ron dip into the Fool Mailbag and discuss: Got a question about investing? 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 |
Thu, 20 October 2022
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. (0:21) Bill Mann discusses:
Companies discussed: TSLA, BOC Host: Chris Hill |
Wed, 19 October 2022
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: (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 |
Tue, 18 October 2022
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
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Mon, 17 October 2022
Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss:
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Sun, 16 October 2022
More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about: Stocks mentioned: F, TSLA Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/ Hosts: Maria Gallagher, Alyce Lomax |
Sat, 15 October 2022
You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market. Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Host: Ricky Mulvey |
Fri, 14 October 2022
Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albertson's - New details on Netflix's ad-supported tier starting in November - The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza (19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page). (37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK Host: Chris Hill Guests: Jason Moser, Ron Gross, Bob Pisani Engineer: Dan Boyd |
Thu, 13 October 2022
Why are there so many horror movies? Because they're so profitable to make. (0:21) Jim Gillies discusses: (12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies. Stocks discussed: TGT, TFSL, MEDP Host: Chris Hill |
Wed, 12 October 2022
No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd |
Tue, 11 October 2022
It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway. (0:21) Bill Mann discusses: (11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid. Got questions about stocks? Stocks discussed: AMZN, SHOP, W Host: Chris Hill |
Mon, 10 October 2022
It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being 6-9 months away - Key data around consumer savings and spending (11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: ADBE, INTC, MBLY Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks |
Sun, 9 October 2022
You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis REIT is a good buy - Luxury goods stocks as a hedge against inflation - Using dividend payments for a mortgage Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445. Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR Host: Chris Hill Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Tim Sparks |
Sat, 8 October 2022
Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd |
Fri, 7 October 2022
Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. |
Thu, 6 October 2022
Amazon is the latest to signal its intentions around holiday retail hiring. (0:21) Maria Gallagher discusses: (8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate! Got questions about stocks? Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM Host: Chris Hill |
Wed, 5 October 2022
Elon Musk says he's going to buy Twitter at the original price, and this time he means it! (0:21) Bill Mann discusses: (10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods? Jim Gillies discusses a small cap business that's been rewarding shareholders. Got questions about stocks? Stocks discussed: TWTR, TSLA, WINA, EBAY Host: Chris Hill |
Tue, 4 October 2022
And another high-profile IPO company gets taken private. (0:21) Asit Sharma discusses: (11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing. Got questions about stocks? Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG Host: Chris Hill |
Mon, 3 October 2022
What are the chances the stock market makes a 4th-quarter comeback? (0:21) Jason Moser discusses: (12:21) Dylan Lewis and Brian Feroldi take a closer look at Porsche, which was recently spun off from Volkswagen. Got questions about stocks? Stocks discussed: META, P911, VWAPY Host: Chris Hill |
Sun, 2 October 2022
If you want someone to manage your money then you better pay them. That’s just one lesson from Ben Franklin’s complicated financial life. |
Sat, 1 October 2022
The world’s energy crunch is a battle between platitudes and physics. Leaders may want to pay closer attention to the physics part. So for more insight on the world’s energy crunch we reached out to a cartoon chicken. Wait, what? Doomberg is an anonymous team of analysts covering energy and economic trends. Their newsletter is Substack’s #1 finance publication and the group is represented by a cartoon chicken. Motley Fool Senior Analyst Nick Sciple caught up with Doomberg’s head writer for a chat about: - The state of Europe’s energy crisis. Host: Nick Sciple |
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