Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.
(00:21) Ron Gross and Jason Moser discuss:
- Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth.
- CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual.
- The different fates in fast food for Starbucks, Domino’s, and McDonald’s.
(19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.
Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross
Engineers: Dan Boyd
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We’re talking big moves and Big Oil as earnings season continues.
At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.
At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.
Companies discussed: PTON, SHEL, XOM, COP
Host: Deidre Woollard
Guests: Jason Hall, Tom Chivers
Producer: Ricky Mulvey, Chace Przylepa
Engineers: Dan Boyd
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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.Â
(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:
Companies discussed: MSFT, IBM, AMZN, NFLX, BRKÂ
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.Â
- 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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