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Motley Fool Money

Motley Fool Money: Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move (31/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move (31/3)
The NASDAQ rose 17% in the 1st quarter, but we're not popping champagne just yet. Ron Gross and Matt Argersinger discuss new inflation data and real estate concerns in Silicon Valley, why they're watching company margins and guidance updates over the next few weeks, Disney shutting down its metaverse division, Lululemon's (unsurprising) write-down of Mirror, and the latest from Walgreens, RH, and McCormick. Plus, 19 minutes in, Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT. Then, 33 minutes in, Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International. To get your copy of Motley Fool's free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC. Host - Chris Hill; Guests - Ron Gross, Matt Argersinger, Brad Stone
Guests:

Ron Gross, Matt Argersinger, Brad Stone


Published:
Motley Fool Money

Motley Fool Money: 3 Bank Stocks We Just Bought (30/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: 3 Bank Stocks We Just Bought (30/3)
It helps to know the difference between an investing opportunity and a falling knife. Asit Sharma discusses RH (aka, Restoration Hardware) wrapping up a rough fiscal year, how the retailer's great margins during the pandemic have gotten....less great, and Electronic Arts and Roku joining the list of tech companies laying off employees. Then, 13 minutes in, Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY. Host - Chris Hill; Guests - Asit Sharma, Jason Moser, Matt Frankel
Guests:

Asit Sharma, Jason Moser, Matt Frankel


Published:
Gavin Oldham

Thought for the Week: Customer Stock Ownership to the Rescue?

Gavin Oldham
Original Broadcast:

Thought for the Week

Thought for the Week: Customer Stock Ownership to the Rescue?
At first sight the challenges facing TikTok and John Lewis appear very different. For the former, it's the risk of being denied access to much of the free world as regulators clamp down over concerns of it becoming a major security threat. For the latter, John Lewis's need to raise investment is threatening the partnership which staff and customers hold in such high regard. These very different problems could, however, both be solved by applying customer stock ownership — in TikTok's case, in return for the immense wealth creation made possible by data harvesting; in John Lewis's case, in return for that £2 billion which they urgently need to update their business model. In each case, disintermediation leading towards a more egalitarian form of capitalism. Background music: 'On Hold' by Silent Partner

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Motley Fool Money

Motley Fool Money: TikTok Under Fire (24/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: TikTok Under Fire (24/3)
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. Emily Flippen and Ron Gross discuss fear of a recession vs. fear of a banking contagion, whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok, Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026, and the latest from Block, KB Home, and Accenture. Also, 19 minutes in, Emily and Ron continue their analysis of the week's big investing stories, including recent struggles from three pet companies — Chewy, Petco, and Trupanion, Apple's plan to spend $1 billion per year on theatrical releases, the latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants, and two stocks on their radar: Globus Medical and Donnelly Financial Solutions. Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN. Host - Chris Hill; Guests - Emily Flippen, Ron Gross
Guests:

Emily Flippen, Ron Gross


Published:
Motley Fool Money

Motley Fool Money: The Rate Hike Wall Street Expected (23/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Rate Hike Wall Street Expected (23/3)
Just because things go as expected doesn't mean the ripple effects aren't surprising. Andy Cross discusses the Fed's 0.25% rate hike, unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony, and why he's going to be paying more attention to annual reports in the coming weeks. Then, 10 minutes in, Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney! Companies discussed: RMAX, BWXT. Host - Chris Hill; Guests - Andy Cross, Nick Sciple, Jim Gillies
Guests:

Andy Cross, Nick Sciple, Jim Gillies


Published:
Motley Fool Money

Motley Fool Money: The Fed's Next Move, ESPN’s Future (17/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Fed's Next Move, ESPN’s Future (17/3)
Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates? Jason Moser and Matt Argersinger discuss First Republic getting $30 billion in deposits from 11 major banks, the latest CPI and PPI numbers continuing the trend of cooling inflation, whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button, and the latest from FedEx, Adobe, Lennar, and Williams-Sonoma. Then, 19 minutes in, John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN. Also, 32 minutes in, Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies. Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA. Host - Chris Hill; Guests - Jason Moser, Matt Argersinger, John Ourand
Guests:

Jason Moser, Matt Argersinger, John Ourand


Published:
Motley Fool Money

Motley Fool Money: Retail & Tech Try To Transform (16/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Retail & Tech Try To Transform (16/3)
Adobe wants to be a customer experience platform, and a discount retailer is upscaling. Deidre Woollard and Asit Sharma discuss Adobe’s quarter, and issues acquiring Figma, Tech companies rushing to launch generative AI, Five Below converting stores to Five Beyond, and labour issues for Dollar General. Plus, 16 minutes in, stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT. Host - Deidre Woollard; Guests - Asit Sharma, Bill Mann, Nick Sciple
Guests:

Asit Sharma, Bill Mann, Nick Sciple


Published:
Motley Fool Money

Motley Fool Money: Not Too Big To Fail (10/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Not Too Big To Fail (10/3)
In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. Jason Moser and Matt Argersinger discuss February's jobs report (and potential ripple effects), the stunning collapse of Silicon Valley Bank, Vail Resorts staffing up to meet demand, how the "Lipstick Effect" is benefitting Ulta Beauty, and the latest from Docusign, and Dick's Sporting Goods. The, 19 minutes in Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards. Plus, 35 minutes in, Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co. Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC. Host - Chris Hill; Guests - Jason Moser, Matt Argersinger, Nell Minow
Guests:

Jason Moser, Matt Argersinger, Nell Minow


Published:
Motley Fool Money

Motley Fool Money: What's Your Investing Thesis? (6/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: What's Your Investing Thesis? (6/3)
It's always a good idea to know why you're about to invest in a business. Jason Moser discusses short-term catalysts, long-term trends, and why it's ok to invest in both, the importance of understanding how a business makes money, and reasons to sell a stock. Plus, 10 minutes in, Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book 'Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink'. Companies discussed: ABND GS, HLT. Host - Chris Hill; Guests - Jason Moser, Deidre Woollard, Liz Hoffman
Guests:

Jason Moser, Deidre Woollard, Liz Hoffman


Published:
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


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