Author: The Motley Fool

Comments from Fed Chief Jay Powell on Thursday sent the overall market lower. How should investors think about the impending interest rate hike in May? (0:30) Ron Gross and Jason Moser discuss: - A challenging immediate future for Netflix - Tesla's record profits in Q1 - Elon Musk's progression towards buying Twitter - Papa John's signing a new 3-year deal with board member Shaquille O'Neal - The latest from Gap, Boston Beer Co., and Johnson & Johnson

(19:00) Matt Argersinger, lead investor for Millionacres, analyzes the current state of housing, why we still have too much office space in the U.S., and areas of real estate investing he likes right now.

(31:00) Ron and Jason return to answer a listener's voicemail question about Traeger, and share two stocks on their radar: Atlassian and Twilio.

Stocks discussed: NFLX, TSLA, TWTR, GPS, SAM, JNJ, PZZA, HD, TREX, PEB, RHP, MTN, LYV, MAR, ABNB, COOK, TEAM, TWLO

Looking for even more stock ideas? Get a copy of our free investing starter kit at http://fool.com/starterkit

Host: Chris Hill Guests: Jason Moser, Ron Gross, Matt Argersinger Engineer: Dan Boyd

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As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate

(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.

Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU

Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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For the first time in over a decade, Netflix had a quarterly net-loss of subscribers and shares fell more than 35%. (0:20) Tim Beyers discusses: - The growing competition in video streaming - Shares of Roku and Disney falling as well - How investors should think about the growth prospects for Netflix - Lululemon Athletica's plan to double its annual revenue in the next five years

(15:30) Ricky Mulvey talks with Motley Fool senior analyst Sanmeet Deo about Xponential Fitness, a small-cap company rising in the boutique space.

Stocks discussed: NFLX, ROKU, DIS, LULU, XPOF, PLNT

Host: Chris Hill Guests: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

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Is Wall Street starting to give companies the benefit of the doubt? (0:20) Bill Mann discusses: - Johnson & Johnson's rise despite lowering guidance - How J&J's margins are better than they appear - The company's 60-year streak of increasing its dividend - Didi Global's upcoming shareholder meeting to vote on delisting from the NYSE

(10:30) Alison Southwick and Robert Brokamp talk with Motley Fool bureau chief Kirsten Guerra about how to find good financial advice on TikTok.

Stocks discussed: JNJ, DIDI, AMC, GME, GOOG, GOOGL

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Kirsten Guerra, Robert "Bro" Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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The ongoing drama surrounding Elon Musk and Twitter distracted investors from relevant news involving one of the most important companies in America. (0:20) Jason Moser discusses: - His headline from Amazon CEO Andy Jassy's annual shareholder letter - Why AWS isn't getting spun off - Amazon doubling their fulfillment capacity in just 2 years - The company's approach to MLPs (Minimum Loveable Products)

(13:59) Jason is joined by Matt Frankel to take a closer look at lending platform Upstart Holdings, which is down nearly 80% from its 52-week high.

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445

Stocks discussed: AMZN, UPST, SQ

Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd

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Grab your notebook and get ready to dive deep. 

Motley Fool Senior Analyst John Rotonti discusses how investors can value a company using the discounted cash flow model. This method is the fundamental way to determine if you’re getting a bargain or paying too much when you buy any stock. 

Rotonti discusses:   - How to pick a discount rate for investments.  - The key difference between fair and intrinsic value. - How to project free cash flows. 

Have an investing question for John? Call 703-254-1445, leave a voicemail, and he may answer your question in an upcoming episode. 

Additional resource: https://www.fool.com/investing/2022/01/19/expectations-investing-qanda-mauboussin-rappaport/ 

Stocks discussed: IBM, NEE, PEP

Host: John Rotonti Producer: Ricky Mulvey  Engineer: Rick Engdahl

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Our portfolios benefit from spring cleaning as much as our closets and yards do. (0:30) Andy Cross and Maria Gallagher discuss: - Stocks investors should consider trimming like hedges - 2 stocks to throw out altogether - Stocks that spark so much joy Marie Kondo would be proud - Potential comebacks for online retailers - Why they'd be hold Zscaler and Disney shares like Brood X cicadas - Actual cleaning tips!

(19:00) Bill Mann talks with Oaktree Capital co-founder Howard Marks, author of Mastering the Market Cycle: Getting the Odds on Your Side.

Got a question about stocks, industries, or trends? Call our voicemail: (703) 254-1445.

Stocks discussed: WIX, OPEN, SFIX, PTON, MSFT, TREX, MELI, REAL, POSH, ETSY, ZS, DIS, OAK-A, OAK-B

Host: Chris Hill Guests: Andy Cross, Maria Gallagher, Bill Mann, Howard Marks Engineers: Dan Boyd, Rick Engdahl

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Elon Musk offers to take Twitter private in an all-cash deal. (0:14) Dylan Lewis and Bill Mann break down:

- The details of Musk’s offer. - How the market is pricing in the probability of this takeover. - The issues at Tesla that may also warrant Musk’s attention right now.

(14:02) Ricky Mulvey interviews Asit Sharma about how investors can find stocks with “escape velocity,” and one cybersecurity company that may have “overcome gravity”.

 

Stocks: TWTR, TSLA, GS, NVDA, CRWD

 

Host: Dylan Lewis

Guests: Bill Mann, Asit Sharma, Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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Earnings season is here, and JPMorgan Chase is offering some “pessimistic optimism.” (00:22) Deidre Woollard and Jason Moser discuss: - How rising interest rates may affect mortgage lenders. - PayPal’s CFO moving to Walmart.

- A rebound for Delta Airlines.

 

Running a double-blind study isn’t easy. It’s even tougher when the drug being tested is a psychedelic. (13:45) Emily Flippen and Meilin Quinn discuss the regulatory challenges psychedelic companies are facing, and if investors should jump into this growing trend.

Stocks mentioned: DAL, WFC, JPM, PYPL, WMT, JNJ, CMPS, JAZZ, MNMD

 

Link: 6 Psychedelic Stocks to Consider in 2022 | The Motley Fool

Host: Deidre Woollard Guests: Jason Moser, Emily Flippen, Meilin Quinn Producer: Ricky Mulvey Engineer: Tim Sparks

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Inflation hit 8.5% in the month of March, the highest since 1981, and signs of demand destruction may be appearing in the used car market.

 

(0:17) Yasser El-Shimy joins Asit Sharma to discuss:

- Why investors are hoping that inflation has peaked. - Carmax’s earnings miss and the state of the used car market. - The growing trend of buying homes sight unseen.

When are you gonna get me a car? (14:55) Alison Southwick and Robert Brokamp continue their conversation with Ron Lieber, personal finance columnist for The New York Times and the author of “The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money.”

 

Got a question about stocks? Call our voicemail: 703-254-1445

 

Stocks mentioned: KMX, CVNA, FTCH, ZG, RDFN

 

Host: Asit Sharma Guests: Yasser El-Shimy, Alison Southwick, Robert Brokamp, Ron Lieber

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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