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Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.
(00:21) Asit Sharma and Dylan Lewis discuss:
- In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching?
- Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.
(14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s
Companies discussed: SBUX, AMZN, MCD
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, David Henkes
Producer: Mary Long
Engineers: Dan Boyd
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Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.
(00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.
(16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.
Companies discussed: PYPL, INTU, ZM, KNSL
Host: Ricky Muvley
Guests: Matt Frankel, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Dan Boyd
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Ahead of earnings at Paramount, potential deals and rumors are flying.
At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.
At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.
Companies discussed: SOFI, INVH, DPZ, PARA
Host: Deidre Woollard
Guests: Jason Moser, Dallas Tanner
Producer: Ricky Mulvey
Engineers: Chace Pryzlepa, Dan Boyd
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Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?
Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:
The power in being contrarian
One mega cap that knows how to innovate
Why ROIC is not a foolproof metric for investors.
Companies discussed: MSFT, IBM, AMZN, NFLX, BRK
Host: Ricky Mulvey
Guest: Elliott Parker
Producers: Mary Long
Engineers: Rick Engdahl
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Winmark doesn’t make a lot of noise. The business speaks for itself.
Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&P 500 since its IPO, and delivered an annualized return of 18% over the past five years.
So, investors may want to pay attention to it.
Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:
- The growth of Play It Again Sports and a slowdown at Music Go Round.
- How Heffes thinks about capital allocation.
- Building an everlasting business.
Company discussed: WINA
Host: Jim Gillies
Guest: Brett Heffes
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.
(00:21) Andy Cross and Emily Flippen discuss:
- Chipotle’s stellar comps and future store growth opportunity.
- Why Tesla’s low-priced EV offering has investors overlooking down results.
- Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that.
- What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.
(19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.
Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.
Host: Dylan Lewis
Guests: Emily Flippen, Andy Cross
Engineers: Dan Boyd
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At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.
And what was it about Meta’s earnings that gave the market pause?
Companies discussed: IBM, HCP, META, NOW, CMG, ALGN
Host: Deidre Woollard
Guest: David Meier
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.
At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.
Companies discussed: TSLA, BA, V
Host: Dylan Lewis
Guests: Jason Moser
Producer: Mary Long
Engineer: Dan Boyd
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A primary reason to invest now? Have money to buy stuff decades later.
The stock market can help you with that goal, but so can government bonds.
At (00:21), we look at earnings from General Motors and Spotify.
At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.
Companies discussed: GM, SPOT, DAL, SGOV,
Dividend report link: www.fool.com/2024dividends
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Matterport, a former SPAC, finds a new home.
(00:21) Jason Moser and Deidre Woollard discuss:
- Why this week may be crucial for the market.
- If cable companies need to worry about Verizon.
- What CoStar really sees in Matterport.
(13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.
Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA
Claim your Epic discount: www.fool.com/epic
Host: Deidre Woollard
Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.
Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:
- What an aging American population means for stocks.
- How natural gas companies benefit from a growing global middle class.
- The case for adding commodities to a retirement portfolio.
Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK
Host: Deidre Woollard
Guest: Lawrence McDonald
Producers: Ricky Mulvey, Mary Long
Engineers: Tim Sparks, Desiree Jones
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You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:
- The three things needed to invest in individual stocks.
- How to select a brokerage.
- The fees that investors will encounter, and how to avoid some of them.
Companies mentioned: HOOD, SOFI, SCHW
Host: Robert Brokamp
Guest: Matt Frankel
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.
(00:21) Ron Gross and Matt Argersinger discuss:
- Whether investors should be buying Netflix’s “pay attention to this, not that.”
- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..
- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.
(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.
(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.
Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE
Host: Dylan Lewis
Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge
Engineers: Dan Boyd, Rick Engdahl
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Are little luxuries are still scoring with consumers?
(00:21) Sanmeet Deo and Deidre Woollard discuss:
- How smartphone and EV demand are impacting Taiwan Semiconductor.
- Japan’s place in the tech race.
- More uses for weightloss drugs.
(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.
Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO
Host: Deidre Woollard
Guests: Sanmeet Deo, Mary Long
Producers: Ricky Mulvey, Mary Long
Engineers: Dan Boyd, Tim Sparks
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.
(00:21) Tim Beyers and Dylan Lewis discuss:
- Why ASML’s earnings show a slowdown in investment in chip manufacturing.
- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.
- What to watch from enterprise software companies as they report later in earnings season.
(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?
Companies discussed: ASML, UAL, BA
Host: Dylan Lewis
Guests: Tim Beyers, Deidre Woollard, Steven Jacobs
Engineers: Dan Boyd
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Dealmaking is back, and the banks are loving it.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.
- A long comeback for wealth management at Merrill Lynch.
- IMAX’s cash flow story and the future of movie theaters.
Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.
Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL
Host: Ricky Mulvey
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Got a question for the show? Email us at [email protected].
Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account
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Retail numbers tell the story of a strong consumer.
(00:21) Bill Barker and Deidre Woollard discuss:
- Retail sales numbers and what people are and aren’t buying.
- What drives good numbers for Goldman Sachs.
- Charles Schwab’s bounce-back quarter.
(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.
Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY
Host: Deidre Woollard
Guests: Julian Nebreda, David Meier, Bill Barker
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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You know the saying: keep your friends close, keep your … customers … closer.
Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:
Braze’s origin story.
The power of personalized marketing.
The company’s latest results, and its plans to create even more value in the future.
Companies discussed: BRZE
Host:Tim Beyers
Guest: Bill Magnuson
Producer: Mary Long
Engineers: Rick Engdahl, Tim Sparks
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Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?
Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:
FTX’s inevitable decline.
The resurgence of meme coins, and smaller stories in the crypto space.
The side effects of creating cryptocurrencies.
Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF
Host: Ricky Mulvey
Guest: Zeke Faux
Producer: Mary Long
Engineer: Rick Engdahl
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Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?
(00:21) Emily Flippen and Matt Argersinger discuss:
- The latest inflation numbers and whether the Fed will actually cut rates in 2024.
- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.
- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .
(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.
(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.
Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY
Host: Dylan Lewis
Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman
Engineers: Dan Boyd
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