(0:20) Tim Beyers discusses: - Shares of Salesforce popping 12% on better-than-expected 4th-quarter results - How Salesforce has more focus but is still a business in transition - The doubling of the company's share buyback program
(11:30) Jason Moser and Matt Frankel discuss the decline of the "Nice to have" economy.
Lowe's continues a recent trend from major retailers.
(0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock
(10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently.
Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA
Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
After a particularly rough 2022, Target is getting back to basics.
(0:20) Matt Argersinger discusses: - Zoom Video's slowing revenue growth - How Zoom's brand gives it an advantage against bigger competitors - Target beating expectations with household items, groceries, and a better management of its inventory
(11:00) Alison Southwick and Robert Brokamp take a closer look at tech layoffs in 2023 and one company that's managed them well.
To watch the 30-minute deep dive on dividend investing go to MasterClass.Fool.com before midnight on Wednesday!
It's not often that the CEO of Berkshire Hathaway gets spicy with his annual letter but he did this time.
(0:21) Jason Moser discusses: - Buffett's vigorous defense of share buyback programs - How Berkshire Hathaway's investment portfolio reflects Buffett's beliefs on share buybacks - McDonald's expanding its test of Krispy Kreme doughnuts to 160 locations, and what it could mean for investors
(14:45) Toby Bordelon and Jose Najarro engage in a bull vs. bear debate over one of the most popular gaming apps: Roblox
On a brand-new bonus episode of the Stock Advisor Roundtable podcast, Motley Fool CEO Tom Gardner shares his 10 stocks for making money in the market! Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and begin listening to this exclusive new podcast! https://www.fool.com/premium/coverage/4056/coverage/introducing-stock-advisor-roundtable/
One of the most important events of America’s economic and racial history is one that hasn’t been discussed often. Gary Lee is the managing editor of the Oklahoma Eagle, a Tulsa-based and black-owned media company. Lee joined The Motley Fool’s Bill Mann to talk about: - The history of Black Wall Street, and the rise of the Greenwood community. - The legacy of the Tulsa Race Massacre and Tulsa’s path forward. Host: Bill Mann Guest: Gary Lee Producer: Ricky Mulvey Engineer: Tim Sparks
Motley Fool Senior Analyst Rich Greifner joins Ricky Mulvey for a primer on value investing, or trying to find out how much a company is worth, and buying them for less than that amount. They discuss:
- If there’s even a difference between growth and value investing. - Signs that a business is mispriced. - How investors can find mispriced businesses. - Why companies trade below their accounting-based worth. - If there even needs to be a distinction between growth and value investing. - Unpopular companies that may be worth your attention.
Companies discussed: META, WCC
Host: Ricky Mulvey Guest:Rich Greifner Engineer: Rick Engdahl
There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits.
(0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair
(19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS
Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com
There's a lot of three-year comparisons getting thrown around. Is that what investors should focus on?
(1:00) Dylan Lewis and Tim Beyers discuss: - Etsy's short-term and long-term story. - The growth levers for Etsy moving forward. - The trends picking up Nvidia and the hype baked into its rally. - One shiny, distraction for investors watching the chipmaker.
Plus, (19:02) Maya Lau, host of the podcast "Other People's Pockets" joins Sierra Baldwin to discuss her new show and what she's learned from having conversations about salary, economic class, and careers.
Companies discussed: ETSY, NVDA
Host: Dylan Lewis Guests: Tim Beyers, Sierra Baldwin, Maya Lau Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks, Annie Franks
In late January CEO Pat Gelsinger assured Wall Street that Intel was "committed" to its dividend. Today that commitment changed.
(0:21) Bill Mann discusses: - Intel cutting its dividend by 65% - Gelsinger's potential rationale for the cut - How else the company plans to invest the money
(8:00) Alison Southwick and Robert Brokamp answer more of your questions about home buying, pensions, and investing strategy.
Companies discussed: INTC, AMD
Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
If the management teams from Home Depot and Walmart had anything in common today, it was their guidance for the year ahead. (0:21) Jason Moser discusses: - Home Depot shares falling 5% after its first revenue miss since 2019 - The capital allocation flex of raising wages and HD's dividend - Walmart crushing its holiday quarter thanks to groceries (11:15) Alison Southwick and Robert Brokamp answer your questions about investment fees, insurance, and saving in a Roth IRA. Companies discussed: HD, WMT Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Tim Sparks
