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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A sudden upswing for stocks late in the week is only the latest reminder of why it's a bad idea to try and time the market. (0:40) Jason Moser and Ron Gross share data that proves staying in the market is much more efficient (and lucrative) for investors than jumping in and out, and discuss: - Etsy increasing their seller transaction fee - Block's transaction revenue growth - Home Depot and Lowe's getting different reactions from similar 4th-quarter reports - The latest from Beyond Meat, Mercadolibre, Fulgent Genetics, and Booking Holdings (19:20) Chief Investment Officer Andy Cross talks with Jeff Green, CEO of The Trade Desk. (32:00) Jason and Ron answer a listener's question about how to build a portfolio. Jason's radar stock is Zoom Video and Ron unveils his "Resilient Basket" of stocks! (Costco, Disney, Domino's Pizza, Home Depot, Microsoft, Target) Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com Stocks discussed: ETSY, SQ, HD, LOW, BYND, MELI, FLGT, BKNG, TTD, ZM, COST, DIS, DPZ, MSFT, TGT Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Jeff Green Engineer: Rick Engdahl, Austin Morgan
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With the S&P 500 officially in "correction territory" it's worth remembering that these happen more often than we remember. Timing the market is nearly impossible, which is one more reason we play the long game and stay in the market. (0:25) Chief Investment Officer Andy Cross discusses: - How often we experience corrections - The added uncertainty of Russia invading Ukraine - Nasdaq stocks falling even further - Why being a net-buyer of stocks is so much better than trying to time a market bottom - The importance of taking a break (now and then) from financial news If you're looking for more guidance and stock ideas, check out our free Investing Starter Kit: http://fool.com/StarterKit Stocks discussed: ZM, HD Host: Chris Hill Guests: Andy Cross Engineer: Rick Engdahl
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2022 is gearing up to be a record year for acquisitions. Unfortunately, some of them don't work out for a variety of reasons. How should investors think when a company they own buys another business? (0:20) Jason Moser discusses: - How Teladoc Health's stellar acquisition of BetterHelp is paying off - Why the jury is still out on its purchase of Livongo - (10:00) The case Lowe's Marvin Ellison being an early front runner for CEO of the Year - The company's status as a dividend aristocrat - How Lowe's is effectively dealing with inflation (15:00) Deidre Woollard talks with Boston University professor Makarand Mody about the hospitality industry, Airbnb's pricing model, and how the company affects the price of hotel rooms. Stocks discussed: TDOC, LOW, HD, ABNB Host: Chris Hill Guests: Jason Moser, Deidre Woollard, Makarand Mody Producer: Ricky Mulvey Engineer: Rick Engdahl
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Ford Motor CEO Jim Farley is attempting to grow the electric vehicle part of his company while not alienating any stakeholders, especially employees.
(0:20) John Rotonti discusses: - Farley's plan to create a separate division for Ford's EV business - The likelihood of other automotive companies following suit - Home Depot's highlights after a stellar fiscal year - Whether today's stock drop creates a good entry point for long-term investors looking to add Home Depot to their portfolio (14:30) Now that we're well past Valentine's Day, Alison Southwick and Robert Brokamp offer financial planning tips for singles. Stocks discussed: F, TSLA, GM, HD Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl
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The recent ups and downs (and more downs) of the stock market have rattled some investors, so we called on a friend to help put this volatility in context. Senior analyst Maria Gallagher talks with bestselling author Morgan Housel about: - Why time in the market is more important than your yearly return - How to think about the ups-and-downs as the cost of admission to investing - Why boring companies can make great investments
Stocks discussed: FB
Host: Maria Gallagher Guest: Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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History doesn’t repeat, but it often rhymes. We're going back in time to make sense of past “stock drops” and pull out the lessons that investors can use today, including: - What to look for from company executives as they respond to crises - Questions to help decide if companies are going through structural or cosmetic problems - How to revisit an investment thesis
Stocks: META, LULU, ZM, NFLX, GE, CMG, PTON
Host: Ricky Mulvey Guest: Asit Sharma Engineers: Dan Boyd, Rick Engdahl Special thanks to Steve Broido for voicing “Amazing Moments in Market Volatility!”
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After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss: - Walmart increasing its dividend - Shopify shares falling despite strong growth in its fiscal year - Nvidia's guidance for 2022 - Airbnb reporting a profit and booking longer stays - Roku battling supply chain disruptions - Roblox getting punished for a small revenue miss - The Trade Desk wrapping up a strong year
(19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing.
(33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy.
Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com
Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY
Host: Chris Hill Guests: Emily Flippen, Jason Moser, Rory Kennedy Engineer: Dan Boyd, Rick Engdahl
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(0:20) Maria Gallagher discusses: - Nvidia wrapping up the fiscal year with strong results across the board - DoorDash increasing orders as well as the amount of money spent per order - Surprisingly strong guidance for DoorDash's 2022 - Cheesecake Factory having pricing power?
(14:45) Jason Moser and Matt Frankel do a deep dive on PayPal.
Are you ready for February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: NVDA, DASH, UBER, CAKE, BRK.A, MELI, AAPL, PYPL
Host: Chris Hill Guests: Maria Gallagher, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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(0:20) Bill Mann discusses: - Retail sales growing nearly 4% in January - Shopify's strong growth in 2021 being followed by slightly less growth in 2022 - Why shares of Shopify will never look cheap - The company's new partnership with JD.com - Airbnb's record revenue last year - Hotel stocks hitting new all-time highs - The wisdom of Ron Gross
(17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present.
What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS
Host: Chris Hill Guests: Bill Mann, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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(0:20) Buying Tower Semiconductor for more than $5 billion in cash is only part of Intel's plan to manufacture chips. John Rotonti analyzes Intel's acquisition and what executives at Taiwan Semiconductor might be thinking in response. John also discusses Arista Networks wrapping up a strong fiscal year and taking market share from Cisco Systems.
(16:00) Now that Valentine’s Day is over, Robert Brokamp and Alison Southwick tackle the top money arguments that couples face and discuss some ways to create more financial harmony in your relationship.
What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: TSEM, INTC, TSM, ANET, CSCO, PTON
Host: Chris Hill Guests: John Rotonti, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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