Stay ConnectedMotley Fool Hidden Gems Investing is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool’s investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.
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Netflix surprises Wall Street and throws down the gauntlet at streaming competitors.
(0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and subscriber growth coming in higher than expected - Optimism around Netflix's new ad platform - Why he believes the stock is fairly valued (with room to run)
(11:00) Nick Sciple and Jim Gillies discuss the business of World Wrestling Entertainment and how the company may be preparing itself to be acquired.
Companies discussed: NFLX, DIS, AAPL, WWE, CMCSA
Host: Chris Hill Guest: Tim Beyers, Nick Sciple, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd
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If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power.
(0:21) Deidre Woollard and Asit Sharma discuss: - Starboard Value's recent stakes in Splunk and Salesforce. - Dan Loeb's push for a spinoff at Colgate-Palmolive. - Layoffs at Microsoft.
Plus, Robert Brokamp and Matt Frankel (14:06) discuss how your home fits into a financial plan. Companies discussed: CRM, MSFT, CL, SPLK, GIS, INTC Host: Deidre Woollard Guest: Asit Sharma, Robert Brokamp, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of America's strong quarter. - BNY Mellon's move to hold crypto for its clients. - Why banks are pumping up their loan loss reserves.
Advertising tech stocks have been hurt, but actual spend is holding up. (10:51) Ricky Mulvey and Asit Sharma look at the ad landscape, and one smaller player with a strong balance sheet. Companies mentioned: BAC, JPM, PYPL, SQ, V, MA, MQ, BILL, BK, TTD, MGNI, PUBM Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd
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More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columbia Business School and the author of “Investing in the Era of Climate Change.” Maria Gallagher and Alyce Lomax talked with Usher about: - Opportunities in sustainable investing - Renewable energy technology. - How electric vehicles can help solve green energy’s intermittency problem
Stocks mentioned: F, TSLA
Additional resource: https://www.fool.com/investing/stock-market/types-of-stocks/esg-investing/climate-change-stocks/
Hosts: Maria Gallagher, Alyce Lomax Guest: Bruce Usher Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry
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You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that have also beaten the market.
Ricky Mulvey caught up with Matt Argersinger and Anthony Schiavone to discuss: - Surprising companies (e.g., Dillard's) that have beaten the market over a ten-year period - Listener questions about dividend stocks - One interesting income opportunity
Companies discussed: UNP, HD, DDS, PRI, MTN, YARIY, GOOGL, GOOG, DIS, POOL
Find the full list of Dividend Knights here: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0
Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineer: Dan Boyd
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Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross discuss: - Highlights from the Big Banks' latest earnings reports - Kroger's $24 billion plan to acquire rival grocery chain Albertson's - New details on Netflix's ad-supported tier starting in November - The latest from UnitedHealth Group, Walgreen's, and Domino's Pizza (19:15) For the past 25 years CNBC's Bob Pisani has been reporting live from the floor of the New York Stock Exchange. In his new book, "Shut Up and Keep Talking: Lessons on Life and Investing", he shares insights from investing legends (Vanguard's John Bogle) and memorable encounters with rock legends (Led Zeppelin's Jimmy Page). (37:30) Jason Moser and Ron Gross share two stocks on their radar: Uber and Stanley Black & Decker Stocks mentioned: C, JPM, MS, WFC, UNH, KR, ACI, WMT, TGT, AMZN, WBA, NFLX, DIS, MSFT, DPZ, UBER, SWK Host: Chris Hill Guests: Jason Moser, Ron Gross, Bob Pisani Engineer: Dan Boyd
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Why are there so many horror movies? Because they're so profitable to make.
(0:21) Jim Gillies discusses: - Volatility (the good kind!) in the market today - Insider buying being a signal he watches closely - Why he's most interested in TFS Financial Corp. and Medpace Holdings this earnings season
(12:50) As horror movie fans get ready for this weekend's release of "Halloween Ends", Ricky Mulvey talks with Catie Peiper about the economics of horror movies.
Stocks discussed: TGT, TFSL, MEDP
Host: Chris Hill Guests: Jim Gillies, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd
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It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway.
(0:21) Bill Mann discusses: - Why the investments Amazon and Shopify made were not a "delusion" - What to watch for among online retailers this holiday shopping season - Inventory management being the metric to watch in early 2023
(11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid.
Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445.
Stocks discussed: AMZN, SHOP, W
Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Mark Kantrowitz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being 6-9 months away - Key data around consumer savings and spending (11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: ADBE, INTC, MBLY Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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