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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Turns out Netflix did NOT lose 2 million subscribers as previously predicted. (Only 970,000)
(0:22) Tim Beyers discusses: - The market's relief that 2nd-quarter results for Netflix were "less bad" - Why Microsoft shareholders have a stake in Netflix's success - Twitter winning the 1st round in its legal battle with Elon Musk
(10:21) Ricky Mulvey and Catie Peiper discuss how entertainment companies have dealt with rough economic situations in the past (and how they could respond in the current environment), and preview this year's San Diego Comic-Con!
Stocks mentioned: NFLX, MSFT, TWTR, DIS, WBD, AMZN
Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Johnson & Johnson raises full-year guidance after delivering 3rd-quarter results.
(0:22) Jason Moser discusses: - Highlights from JNJ's medical device and consumer health divisions - The spinoff of consumer health coming in late 2023 - How investors can find dividend-payers to add to their portfolio
Relevant links to today's episode: Dividend Aristocrats - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-aristocrats/
Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/
(13:20) Robert Brokamp talks David Blanchett, head of retirement research at PGIM, about the 4% rule and a common misconception about retirement spending.
Stocks mentioned: JNJ
Host: Chris Hill Guests: Jason Moser, Robert Brokamp, David Blanchett Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Disney announces a (selective) price hike to one of its core streaming services. (0:22) Jason Moser discusses: - The strategy of encouraging people to sign up for a bundle of Disney services - Bob Iger, Bob Chapek, and their ongoing soap opera - A listener's question about Cerence and the opportunity shares present today (12:50) Tim Beyers talks with Vitaliy Katsenelson, CEO of Investment Management Associates, about his new book "Soul In The Game" and how philosophers from more than 2,000 years ago can make you a better investor today. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445! Stocks mentioned: DIS, CRNC, MSFT Host: Chris Hill Guests: Jason Moser, Tim Beyers, Vitaliy Katsenelson Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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If you're interested in real estate then David Greene, host of the BiggerPockets Real Estate podcast, is probably a familiar voice. He weighs in on: - The current state of the housing market - Real estate data he considers most relevant to watch - Most common mistakes people make when listing their homes - Best neutral colors!
Host: Chris Hill Guests: David Greene Producer: Ricky Mulvey Engineer: Dan Boyd
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There are plenty of reasons to love a stock with a high dividend, and plenty of questions for investors to ask. Matt Argersinger, Anthony Schiavone, and Ricky Mulvey continue their conversation about dividend investing and discuss: - Dividend stocks that have taken a recent hit - A potential high-yield trap - The power of compounding dividends
Stocks mentioned: KO, WMT, SBUX, HD, TXN, MTN, STWD, MO, VALE, IRM
Additional resource: Dividend Kings - https://www.fool.com/investing/stock-market/types-of-stocks/dividend-stocks/dividend-kings/
Host: Ricky Mulvey Guests: Matt Argersinger, Anthony Schiavone Engineers: Dan Boyd, Annie Franks
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Earnings season has begun!
(0:30) Emily Flippen and Jason Moser discuss: - Latest results from the Big Banks and tough comments from JPM's CEO Jamie Dimon - Pinterest shares rising on an activist buying 9% - Amazon's potential for dropping in-house brands - Unity Software buying Ironsource - BMW launching a SWaaS (seat warmers as a service) subscription - The latest from Microsoft, Netflix, Twitter, Disney, and The Trade Desk
(20:17) Rachel Warren and Auri Hughes talk with Jared Isaacman, CEO of Shift4 Payments, about the future of fintech.
(32:35) Emily and Jason answer mailbag questions about new "Night Effect" ETFs and underrated investing metrics, then share two stocks on their radar: Vail Resorts and Outset Medical.
Got a question about investing? Our email address is podcasts@fool.com
Stocks discussed on the show: JPM, WFC, C, PINS, TWTR, DIS, TTD, NFLX, MSFT, AMZN, U, IS, BMW, FOUR, SQ, PYPL, SHOP, NSPY, NIWM, OM, MTN
Host: Chris Hill Guests: Jason Moser, Emily Flippen, Rachel Warren, Auri Hughes, Jared Isaacman Engineer: Dan Boyd
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Can a $1.9 trillion company still be a dark horse? Microsoft beats the odds and wins the Netflix ad business.
(0:21) Maria Gallagher discusses: - How Microsoft being "agnostic" helped it beat Google and Comcast - Netflix purposefully timing this news ahead of next week's earnings - Why she's focused on the ripple effects of Target's upcoming report
(9:13) Ricky Mulvey and Rick Munarriz discuss Celsius Holdings, an energy drink company with triple-digit growth.
Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445!
Stocks mentioned: NFLX, GOOG, GOOGL, CMCSA, MSFT, TGT, CELH, KO, PEP, MNST
Host: Chris Hill Guests: Maria Gallagher, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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You'd think the phrase "record inflation" would chill investors, but Wall Street seemed to shrug it off.
(0:21) Bill Mann discusses: - The prospect for more acquisitions and deploying of capital - Optimism being suspended this earnings season - Why he's watching homebuilders, especially Lennar
(12:29) Travel spending is heating up! Could that mean a rebound for cruise stocks? Lou Whiteman and Jamie Louko engage in a Bull vs. Bear debate over Royal Caribbean Cruise Lines.
Stocks mentioned: CSU, MSFT, CRM, LEN, RCL, CCL
Host: Chris Hill Guests: Bill Mann, Lou Whiteman, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Pepsi is not an obvious candidate if you're looking for companies with pricing power, but the latest quarter proves Pepsi's got it.
(0:21) Asit Sharma discusses: - Pepsi's strong quarterly results in the face of inflation and other headwinds - Gatorade and Doritos helping to fuel better-than-expected profits - Why he's keeping a close eye on Etsy's upcoming earnings report
(10:09) Robert Brokamp talks with former FDIC chair Sheila Bair about how students can get smarter about debt and one "stressful" economic problem catching her attention. Bonus resource - https://www.studentdebtsmarter.org
Stocks mentioned: PEP, KO, KDP, ETSY, MS, GS
Host: Chris Hill Guests: Asit Sharma, Robert Brokamp, Sheila Bair Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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Elon Musk and Twitter are headed to a Delaware courtroom.
(0:21) Jason Moser discusses: - How messy the current situation is for Twitter's employees and shareholders - The potential for another company to swoop in and buy Twitter - Why Amazon's combination of retail and AWS make it the business he's most curious about this earnings season
(14:30) Rachel Warren talks with Matt Kolby, VP of Investor Relations for Indeed, about the trends driving today's labor market and the implications for one lesser-known tech giant.
Stocks mentioned: TWTR, CRM, AMZN, RCRUY
Host: Chris Hill Guests: Jason Moser, Rachel Warren, Matt Kolby Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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