Author: The Motley Fool

It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- How the TSX stacks up to the S&P 500 so far in 2024.

- Why investor apathy in Canada is creating some low valuations and great buying opportunities.

- Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear

Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS

Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:

- The cold chain and our economy.

- Finding investment opportunities inside of refrigerators.

- And one reason why Unilever gave up on ice cream.

- A new technology changing how we eat fruits and vegetables.

Companies mentioned: COLD, WMT, UL, YUMC

Host: Ricky Mulvey

Guest: Nicola Twilley

Producer: Mary Long

Engineers: Desiree Jones, Chace Pryzlepa

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What is it worth? Why? 

Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:

- The difference between price and value.

- What financial metrics can and can’t tell investors.

- The valuation case for a sporting goods retailer.

Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM

Host: Ricky Mulvey

Guest: Jim Gillies

Engineer: Tim Sparks 

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Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?

(00:21) Jason Moser and Bill Mann discuss:

- Tips for playing the long game with the 2024 election cycle ramping up

- Amazon joining the $2T club, and which member is most likely to experience a big fall.

- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.

(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.

(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.

Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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Welcome to the stock market in 2024.

When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.

(00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.

Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.

Companies discussed: CHWY, AMZN, PARA

Check out Puck’s newsletters: https://puck.news/newsletters/

Host: Ricky Mulvey

Guests: Tim Beyers, William Cohan

Producer: Dylan Lewis

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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2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.

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

- Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.

- FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.

(15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.

Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC

Host: Dylan Lewis

Guests: Asit Sharma, Adam Ante, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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The coffee giant is making a play into a fast growing market.

(00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.

Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.

Companies mentioned: AAPL, AXON, SBUX, CCL

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp

Engineers: Dan Boyd, Austin Morgan

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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ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.

(00:21) Bill Barker and Dylan Lewis discuss:

- How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market.

- RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS.

- Target and Shopify linking up for a win-win partnership.

(13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.

Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW

Host: Dylan Lewis

Guests: Tim Beyers, Tim Beyers, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.

Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts. 

Share stories of your own investing journey with us at podcasts@fool.com. 

Host: Mary Long

Guest: Ron Gross

Engineer: Dez Jones, Annie Pope

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In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?

RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss:

- The rate of improvement for AI models

- How non-Mag 7 companies are using AI

- And one company that’s spending smartly on the new technology. 

Take a look at the Gartner Hype Cycle. 

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL

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