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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


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: