Share Sounds. presented by Motley Fool Money related to Shares - USA

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Genre: Shares / Topic: USA
Strand: Investment%20Perspectives
Presenter: Motley Fool Money
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Motley Fool Money

Motley Fool Money: Software, Retail, and Trex CEO Bryan Fairbanks (3/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Software, Retail, and Trex CEO Bryan Fairbanks (3/3)
When the overwhelming majority of your business is in the United States, you have to have a plan for growing internationally. Trex CEO Bryan Fairbanks and his team have just such a plan. Jason Moser and Ron Gross discuss whether Costco is ready to increase membership fees, Salesforce focusing more on profitability, seeing light at the end of Okta's tunnel, how "it's all ball bearings" for C3.AI, and the latest from Target, Lowe's, Best Buy, and Zoom Video. Plus, 19 minutes in, Trex CEO Bryan Fairbanks discusses his company's opportunities to expand outside the U.S., the housing market, and what informs the guidance Trex offers to Wall Street. Then at 35 minutes in, Jason and Ron return to share two stocks on their radar: Samsara and T. Rowe Price. Stocks discussed: COST, CRM, TGT, LOW, OKTA, AI, BBY, ZM, TREX, IOT, TROW. Host - Chris Hill; Guests - Ron Gross, Jason Moser, Bryan Fairbanks
Guests:

Ron Gross, Jason Moser, Bryan Fairbanks


Published:
Motley Fool Money

Motley Fool Money: Buffett Brings The Heat (27/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Buffett Brings The Heat (27/3)
It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time. Jason Moser discusses Buffett's vigorous defense of share buyback programs, how Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks, and McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors. Plus, 15 minutes in, Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox. Companies discussed: BRK.A, BRK.B, AAPL, AXP, KO, MCD, DNUT, RBLX. Host - Chris Hill; Guests - Jason Moser, Toby Bordelon, Jose Najarro
Guests:

Jason Moser, Toby Bordelon, Jose Najarro


Published:
Motley Fool Money

Motley Fool Money: Surprising Earnings, Conservative Management (24/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Surprising Earnings, Conservative Management (24/2)
There's a lot to analyse in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. Emily Flippen and Jason Moser discuss Nvidia's results and place in the AI universe, Block surprising Wall Street with strong 4th-quarter revenue, Mercadolibre's enviable free cash flow, and the latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair. Then, 19 minutes in, Emily and Jason continue the earnings analysis and discuss Warner Bros. Discovery growing subscribers and cutting costs, the latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack, their most recent stock purchases and two stocks on their radar: Adobe and ANSYS. Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS. Host - Chris Hill; Guests - Jason Moser, Emily Flippen
Guests:

Jason Moser, Emily Flippen


Published:
Motley Fool Money

Motley Fool Money: 2023 - The Year of Cautious Guidance (21/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: 2023 - The Year of Cautious Guidance (21/2)
If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. Jason Moser discusses Home Depot shares falling 5% after its first revenue miss since 2019, the capital allocation flex of raising wages and HD's dividend, and Walmart crushing its holiday quarter thanks to groceries. Then, at 11 minutes in, Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT; Host - Chris Hill; Guests - Jason Moser, Alison Southwick, Robert Brokamp
Guests:

Jason Moser, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: The (Wall Street) Hits Keep On Coming (17/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The (Wall Street) Hits Keep On Coming (17/2)
It was another big week of earnings results (and surprises). Jason Moser and Ron Gross discuss Shopify's guidance outweighing its results, Airbnb nearly doubling profit expectations, record revenue for The Trade Desk, shares of Roku popping more than 25%, and the latest from Marriott, Twilio, Cisco Systems, and Zillow Group. The, 19 minutes in, Jason and Ron keep the earnings coverage going and discuss Boston Beer surprising Wall Street, Outset Medical's latest results, the state of Microsoft's bid to buy Activision Blizzard, the latest from Coca-Cola, Roblox, Chipotle, and Alphabet, and two stocks on their radar: Etsy and Paramount Resources. Stocks discussed: SHOP, ABNB, TTD, MAR, TWLO, CSCO, ROKU, ZG, SAM, KO, OM, RBLX, ATVI, MSFT, CMG, SG, GOOG, ETSY, POU. Host - Chris Hill; Guests - Ron Gross, Jason Moser
Guests:

Ron Gross, Jason Moser


Published:
Motley Fool Money

Motley Fool Money: Answers from Airbnb, Questions for Upstart (15/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Answers from Airbnb, Questions for Upstart (15/2)
If revenge travel was supposed to slow down, then AirBnB hasn't noticed. Dylan Lewis and Tim Beyers discuss a very healthy quarter for AirBnB, and how the travel company continues to grow its footprint, AirBnB's $1.5 billion "waste of capital", Upstart's not too bad quarter, and questionable use of its balance sheet, and one thing to do whenever you buy a stock. Also, 17 minutes in, Bill Mann and Ricky Mulvey look at Hindenburg Research's report on Adani Group and an historic parallel that offers some insight for today. Companies discussed: ABNB, UPST, ADANIENT. Host - Dylan Lewis; Guests - Tim Beyers, Bill Mann
Guests:

Tim Beyers, Bill Mann


Published:
Motley Fool Money

Motley Fool Money: Beth Kindig on AI, Semiconductors, and Tech Cycles (12/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Beth Kindig on AI, Semiconductors, and Tech Cycles (12/2)
ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss where we are in the cloud adoption cycle, a key narrative playing out in semiconductor earnings, and what to learn from companies that went public too quickly. Companies discussed: MSFT, NVDA, TSM, META, AMD. Host: Deidre Woollard; Guest - Beth Kindig
Guest:

Beth Kindig


Published:
Motley Fool Money

Motley Fool Money: The AI Land Grab Has Started (7/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The AI Land Grab Has Started (7/2)
Microsoft's AI event is only the latest sign of the hottest area of tech. Jason Moser discusses: CEO Satya Nadella hailing "a new day in search", shares of C3AI, an enterprise AI platform company, doubling in the past five weeks, and Zoom Video announcing it's laying off 15% of employees. Then, at 12 minutes in, Robert Brokamp talks with former Pittsburgh Steelers lineman Jonathan Scott about playing in Super Bowl 45, managing an irregular income, and other takeaways from his book "The Winning Playbook: Strategies for Life on and off the Field". Stocks discussed: MSFT, GOOG, AMD, AI, ZM; Host - Chris Hill; Guests - Jason Moser, Robert Brokamp, Jonathan Scott
Guests:

Jason Moser, Robert Brokamp, Jonathan Scott


Published:
Motley Fool Money

Motley Fool Money: Huge Jobs Report, Triple-A Earnings (3/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Huge Jobs Report, Triple-A Earnings (3/2)
Unemployment hit a 53-year low as Apple, Amazon, and Alphabet delivered their latest earnings reports. Ron Gross and Jason Moser discuss another interest rate hike and a surprising jobs report, Apple's first sales drop since 2019, Guidance overshadowing Amazon's holiday quarter, Starbucks struggling outside the U.S. and the latest from Alphabet, Meta Platforms, Exxon Mobil, and AMD. Then from 19 minutes in, Jason and Ron keep earnings-palooza going and discuss McDonald's ending the fiscal year on a high note, Match Group's disappointing results and layoff announcement, the latest from Qualcomm, Peloton, and Snap, and two stocks on their radar: Kinsale Capital Group and Samsara. Stocks discussed: AAPL, AMZN, GOOG, SBUX, META, XOM, INTC, AMD, MCD, QCOM, PTON, SNAP, MTCH, KNSL, IOT. Host - Chris Hill; Guests - Ron Gross, Jason Moser.
Guests:

Ron Gross, Jason Moser


Published:
Motley Fool Money

Motley Fool Money: Meta Soars (2/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Meta Soars (2/2)
For the first time in a long time, Meta Platforms gave shareholders a reason to smile. Tim Beyers discusses 4th-quarter revenue coming in higher than expected for Meta, that $40 billion share buyback plan, and why AMD is demonstrating not all semiconductor chip companies are alike. Plus, 11 minutes in, how did Planet Fitness get the attention of the Federal Trade Commission? Ricky Mulvey and Sanmeet Deo discuss whether the low-cost gym deserves a spot on your watch list. Stocks discussed: META, INTC, AMD, PLNT. Host - Chris Hill; Guests - Tim Beyers, Sanmeet Deo.
Guests:

Tim Beyers, Sanmeet Deo


Published: