CVS Gets an Activist Check-Up
Motley Fool Money30 Syys 2024

CVS Gets an Activist Check-Up

Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track? (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion. - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax. (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app. Companies discussed: CVS, KBH, KMX Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Are Retail Stocks a Bargain?

Are Retail Stocks a Bargain?

“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. (00:14) Jim Gillies Ricky Mulvey and discuss: - Fund manage...

15 Huhti 202532min

Tariffs Enter a Liminal Space

Tariffs Enter a Liminal Space

The old order is gone. When will the new one arrive? (00:14) Asit Sharma and Mary Long discuss: - How to make sense of “tariff buckets.” - What a French ethnographer can teach us about the current mo...

14 Huhti 202530min

Aswath Damodaran, Investing in Uncertainty

Aswath Damodaran, Investing in Uncertainty

Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Ana...

12 Huhti 202535min

Tariffs, Trump, and Turmoil

Tariffs, Trump, and Turmoil

Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few week...

11 Huhti 202540min

The Day After the Market Skyrocketed

The Day After the Market Skyrocketed

If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best ...

10 Huhti 202534min

A Pause for Most Tariffs

A Pause for Most Tariffs

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ri...

9 Huhti 202534min

Sahil Bloom, The 5 Types of Wealth

Sahil Bloom, The 5 Types of Wealth

Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His fi...

5 Huhti 202544min

Lions, and tigers, and tariffs. Oh my!

Lions, and tigers, and tariffs. Oh my!

Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann...

4 Huhti 202540min

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