3 Bank Stocks We Just Bought
Motley Fool Money
It helps to know the difference between an investing opportunity and a falling knife. (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees. (12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer:...
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Tech's Past and Future
Motley Fool Money
Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation AI Open Letter: (15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed:...
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How to Evaluate a CEO
Motley Fool Money
Before you buy shares of a company, what should investors look for in a CEO? (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs (11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership. Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN Host: Chris Hill Guests: Bill Mann, Alison...
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First Citizens Bank Soars on SVB Asset Purchase
Motley Fool Money
Shares of the Raleigh, NC-based bank rose more than 50%. (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage. Send your investing questions to [email protected]
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Scams, Secrets, and the Future of Fraud
Motley Fool Money
Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss. Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams - What generative AI means for the future of fraud Company discussed: WFC Host: Ricky Mulvey Guest:...
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When Investing is Irrational
Motley Fool Money
Should you save in a 401(k) or is it better to keep that money available in cash? Justin Richmond is the host of new podcast “Started from the Bottom”. where he interviews successful people who grew up on the outside – people of color and people who grew up in a world where almost nobody went to college. He’s also the co-host of the popular music podcast "Broken Record" podcast alongside Rick Rubin, Bruce Headlam, and Malcolm Gladwell. Ricky Mulvey caught up with Richmond to discuss: - Learning the unwritten rules of business - How class and upbringing affects attitudes towards...
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TikTok Under Fire
Motley Fool Money
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok - Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026 - The latest from Block, KB Home, and Accenture (19:11) Emily and Ron continue their analysis of the week's big investing stories, including: - Recent struggles from three pet companies:...
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The Rate Hike Wall Street Expected
Motley Fool Money
Just because things go as expected doesn't mean the ripple effects aren't surprising. (0:20) Andy Cross discusses: - The Fed's 0.25% rate hike - Unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony - Why he's going to be paying more attention to annual reports in the coming weeks (10:20) Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney! Companies discussed: RMAX, BWXT Host: Chris Hill Guests:...
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Nike Looks Expensive, Some REITs Look Cheap
Motley Fool Money
Inventory problems persist for the athletic apparel leader, but the latest results show improvement. (0:20) Matt Argersinger discusses: - Nike beating Wall Street's low expectations in the 3rd quarter - Why being a higher-end discretionary consumer business puts Nike at risk - How the banking drama is putting some commercial real estate businesses in peril while four REITs appear to have been oversold (8:20) Kirsten Guerra and Tim Beyers face off in the semi-finals of our stock investing version of March Madness! Companies discussed: NKE, MAA, ARE, O, PLD, GM, MNDY Host: Chris Hill Guests:...
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Inflation vs. Banking Drama
Motley Fool Money
Which one is Fed Chief Jay Powell weighing more in advance of Wednesday afternoon's announcement about interest rates? (0:20) Bill Mann discusses: - The current state of play in the banking industry - Risks of trouble spreading to other industries - What Jay Powell is (probably) focusing on as he weighs the next decision around interest rates (10:37) Alison Southwick and Robert Brokamp answer your questions about asset allocation, company spin-offs, and bond ETFs. Companies discussed: UBS, CS, WBD Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey...
info_outlineInvestors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss:
- Microsoft's quarter, and lower growth expectations for its cloud business.
- What long-term investors can expect from Microsoft.
- The Department of Justice's suit against Alphabet, and a shifting regulatory environment.
- Kimberly Clark's "less than stellar" quarter.
Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022.
Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG
Host: Dylan Lewis
Guests: Andy Cross, Jim Gillies
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Tim Sparks