Author: The Motley Fool

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere. 

Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals. 

(31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo.

Stocks discussed: DIS, NFLX, ABNB, UBER 

Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd

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How can you use a company’s stock price to give you a window into the future?

(00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies.

(18:20)  Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies.

Companies discussed: PATH, AI, ASAN, NVDA

Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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New York City cracked down on short-term rentals, but is it a big deal for Airbnb? 

(00:21) Ricky Mulvey and Jason Moser discuss:  - How restrictions on short-term rentals could impact Airbnb’s growth story.  - Why investors are sour about AMC’s new share issuance.  - One company managing its share count well.

Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”.

Companies discussed: ABNB, EXPE, AMC, LOW

Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks

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If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney.

(00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming economy.  - DoorDash’s battle with restaurants over pricing.  -  Why investors may want to look at Canadian banks.

Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.

 Companies discussed: CHRT, DIS, DASH

 Host: Ricky Mulvey  Guests: Jim Gillies, Deidre Woollard, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl 

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NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?  

 

(00:41) Ricky Mulvey and Dylan Lewis discuss:

 

- Why stadium sponsors generally don’t outperform their peers or the market.

- When major sponsorships do and don’t make sense as part of a marketing budget. 

- Monster Energy’s brilliance in focusing on extreme sports. 

 

Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL

 

Host: Dylan Lewis

Guests: Ricky Mulvey

Engineers: Tim Sparks

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Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it.

- Why homebuilders are in a good position right now.

- If renting will become permanent for more Americans and which companies might benefit.  Host: Deidre Woollard

Guest: Matt Argersinger

Producer: Ricky Mulvey

Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB

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The outlook for major retailers depends a lot on whether their core customers are feeling the pinch. 

(00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.  

(19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers.  - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan

(30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara. 

Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT

Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl

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It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off.

(00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth.

(21:12)  Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth.

Companies discussed: CRM, CRWD, MSFT, ZS, TDUP

Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of. 

(00:12) Bill Mann and Dylan Lewis discuss:

- Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company. 

(15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes.

Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd

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Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  - Historical context on rising delinquencies.  - Best Buy’s quarter, and sales slowdown.   Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive.

Companies discussed: BBY, M, JWN, DFS

Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl

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