Tue, 31 January 2023
The list of companies who had a more profitable 2022 than Exxon Mobil is decidedly short. (0:21) Bill Mann discusses: (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. Stocks discussed: MCD, XOM, AAPL, MSFT, CVX Host: Chris Hill |
Mon, 30 January 2023
If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: (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 |
Sun, 29 January 2023
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: To read Howard Marks' latest memo, click here: https://www.oaktreecapital.com/insights/memo/sea-change |
Sat, 28 January 2023
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: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 Sparks - 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 -
Direct download: 20230128_MFM_weekend_template_mixdown.mp3
Category:general -- posted at: 12:01pm EDT |
Fri, 27 January 2023
As much as we love stocks, sometimes the Big Macro really does drive the market. (0:21) Emily Flippen and Ron Gross discuss: (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? Stocks discussed: TSLA, INTC, CVX, MSFT, LUV, MA, V, JNJ, REXR, CMG, MBGYY, DPZ Host: Chris Hill |
Thu, 26 January 2023
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: (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 |
Wed, 25 January 2023
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. 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 |
Tue, 24 January 2023
How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: (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
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Mon, 23 January 2023
Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: (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. Stocks discussed: SPOT, WFC, BAC, JPM, COF, PNC, USB, TFC, AAPL, PYPL, DIS, MSGS, PG, FNKO Host: Chris Hill |
Sun, 22 January 2023
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: |
Sat, 21 January 2023
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: Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR Host: Deidre Woollard |
Fri, 20 January 2023
Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: (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. Stocks discussed: MSFT, GOOG, AAPL, NFLX, KBH, JWN, PG, JPM, MS, BX, ETSY, SBUX, ROP, RF Host: Chris Hill |
Thu, 19 January 2023
Data this week suggest India is about to pass China as the world's most populous country. Stocks discussed: PG, CMG, AAPL, SBUX, DXCM |
Wed, 18 January 2023
As many expected, Microsoft announced the layoff of 5% of its employees. |
Tue, 17 January 2023
Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade. |
Sun, 15 January 2023
"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: Host: Chris Hill |
Sat, 14 January 2023
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 Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR Host: Ricky Mulvey |
Fri, 13 January 2023
Earnings season officially kicked off!
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Thu, 12 January 2023
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: |
Wed, 11 January 2023
What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: (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 |
Tue, 10 January 2023
A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. |
Mon, 9 January 2023
A major investment bank became the latest (but not the last) to announce layoffs. (0:21) Jason Moser discusses: (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. Stocks discussed: GS, LULU ANF, AEO, TDOC, AMZN Host: Chris Hill |
Sun, 8 January 2023
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 |
Sat, 7 January 2023
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 Companies discussed: LULU, ZM, MSFT, CVNA, ROKU, NFLX, META Aswath Damodaran’s blog on Meta: Host: Ricky Mulvey |
Fri, 6 January 2023
On a shortened week of trading for investors, three CEOs dominated the headlines. |
Thu, 5 January 2023
Value Opportunities for Investors |
Wed, 4 January 2023
Salesforce is laying off 10% of its workforce. Is it a sign of things to come in the tech industry? |
Tue, 3 January 2023
'Tis the season for investing in your physical fitness. |
Mon, 2 January 2023
It's the perfect time to review your financial plan for investing in 2023. |