Author: The Motley Fool

When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. 

Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:

• What to do when you’re on edge – about investments and life.
• Whether politics matter in investing.
• Stocks they’re buying regardless of who’s in the White House.

The note by Tom Engle that is read at the end of the show is also available here. 

Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC

Host: Ricky Mulvey

Guest: Alicia Alfiere, Matt Argersinger

Producer: Mary Long

Engineers: Desiree Jones, Rick Engdahl

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Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. 

(00:42) Bill Mann and Matt Argersinger discuss:

- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.

- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.  

- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.

(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. 

(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.

Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner

Engineers: Rick Engdahl

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If you want to find market-beating stocks, sometimes you have to go where few others are.

(00:15) Jim Gillies and Ricky Mulvey discuss:

- Why the market may be overreacting to Boot Barn’s CEO departure.

- A niche-grocer that’s seen its stock 2x in the past year.

- Finding “growth at a reasonable price.”

Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.

Companies discussed: BOOT, SFM, AER, HSY

Host: Ricky Mulvey

Guests: Jim Gillies, Larry the Werewolf

Producer: Mary Long

Engineers: Rick Engdahl, Austin Morgan

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The company’s cloud segment just got A LOT more efficient.

(00:21) Tim Beyers and Mary Long discuss:

- The transition from “search engines” to “answer engines.”

- Google’s fast-improving position within the cloud computing market.

- Lessons learned from SuperMicro’s steep rise and sharp fall.

Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.

Learn more about the Range Rover Sport at www.landroverusa.com

Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE

Host: Mary Long

Guests: Tim Beyers, Bill Mann, Ricky Mulvey

Engineers: Rick Engdahl, Desiree Jones

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It’s not just a payments company.

(00:34) Jason Moser and Ricky Mulvey discuss:

- PayPal’s move to become a commerce platform, and how it’s impacting the business.

- What’s next for Venmo.

- McDonald’s traffic problems.

Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.

Visit our sponsor at www.landroverusa.com

Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineer: Rick Engdahl

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Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat.

(00:21) Asit Sharma and Dylan Lewis discuss:

- Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue.

- The CFPBs “open banking” push and what it means for consumers and banks.  

- Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business. 

(16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.

Visit our sponsor at www.landroverusa.com

Companies discussed: HOOD, BA, CVNA

Host: Dylan Lewis

Guests: Asit Sharma, Mary Long, Yasser El-Shimy 

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.

Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:

- The magic that made Blizzard Entertainment.

- The state of the video game industry.

- Why Grand Theft Auto VI is taking so long to develop.

Companies discussed: MSFT, TTWO, OTC: NTDOY

Host: Ricky Mulvey

Guest: Jason Schreier

Producer: Mary Long

Engineer: Desireé Jones

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Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar. 

(00:44) Ron Gross and Jason Moser discuss:

- Tesla’s return to growth expectations and positive returns for investors in 2024.

- How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger. 

- Earnings from UPS and Coke, and McDonald’s E.Coli issues.

(19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st.

(35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.

Visit our sponsor at www.landroverusa.com

Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross

Engineers: Rick Engdahl 

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In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles.

(00:21) David Meier and Ricky Mulvey discuss:

- Tesla returning to growth.

- Expectations for full self driving and humanoid robots.

- Peloton’s deal with Costco.

Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.

Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media

Companies discussed: TSLA, PTON, ESRT

Host: Ricky Mulvey

Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser

Producer: Dylan Lewis

Engineer: Rick Engdahl

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The coffee chain drops some bad news early, while General Motors takes a victory lap.

(00:21) Kirsten Guerra and Mary Long discuss:

- Starbucks’ bitter earnings

- Brian Niccols’ barista-focused turnaround plan

- Surprising beats from an old automaker

Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.

Visit our sponsor at www.landroverusa.com

Companies discussed: SBUX, GM, CART

Host: Mary Long

Guests: Kirsten Guerra, Tim Beyers

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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