Motley Fool Money: 05.23.2014

Before the mega-cap tech giants, there was General Electric.  William D. Cohan is a Founding Partner of Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss:  - Jack Welch, and the religion of earnings consistency. - The mythology behind General Electric’s birth.  -General Electric’s “time of death”.  - Why Cohan believes a combination between Warner Brothers Discovery and NBCUniversal is “inevitable.”  Host: Ricky Mulvey Guest: William D. Cohan  Engineer: Dan Boyd, Rick Engdahl, Tim Sparks, Annie Franks Companies discussed: GE, DIS, WBD, CMCSA  Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Heinä 202329min

2023 is half over and the stock market has rebounded significantly from its 2022 lows. (00:21) Andy Cross and Jason Moser discuss: Revised first quarter GDP data Nike earnings coming in a bit light The Biden Administration's proposed new artificial intelligence chip export restrictions for China. (19:11) Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. (32:07) Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA Host: Ron Gross Guests: Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer Engineer: Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Kesä 202339min

DoorDash has started offering hourly wages for its couriers. (00:21) Bill Barker and Deidre Woollard discuss: - What prompted DoorDash’s recent updates. - Fees, tips, and other ways Airbnb and DoorDash pass on costs to consumers. - How demand for spicy food is just one positive sign for McCormick. (16:15)  Sanmeet Deo and Mary Long break down the main components of Adobe’s business and how AI could prove to be a major growth area. Companies discussed:  ADBE, MKC, DASH, ABNB, UBER Host: Deidre Woollard Guests: Bill Barker, Sanmeet Deo, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Kesä 202329min

Netflix isn’t the only company solving a sharing problem. (00:21) Bill Barker and Ricky Mulvey discuss: - Delta’s investor day and rosy profit guidance. - General Mills hitting a pricing power limit. - How Costco is solving its free rider problem. - AutoZone’s CEO, Bill Rhodes, stepping down and the retailer’s “unappreciated” success story. Plus, (14:31) Jason Moser and Matt Frankel check in on regional banks, and Apple’s consumer finance play. Companies/ETF mentioned: DAL, GIS, COST, AZO, ORLY, AAPL, GS, KRE Host: Ricky Mulvey Guests: Bill Barker, Jason Moser, Matt Frankel Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Kesä 202324min

One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time. (00:21) Jim Gillies and Ricky Mulvey discuss: - Walgreens Boot Alliance’s disappointing 3rd quarter. - The pharmacy chain’s turnaround story. - What to look for in investor presentations. - Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity. Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers. Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/ Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0 Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Matt Argersinger Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Kesä 202328min

Bookings are spiking for Carnival Cruise Lines, how can the company make the most of the cruise boom? (00:21) Jason and Deidre Woollard discuss: - The strong demand for cruises and travel. - How Carnival’s plans to pay off its heavy debt load. - The prospects for Oddity Tech, a new DTC-brand IPO. (14:55)  Ricky Mulvey and author Robert Glazer discuss why investors should look for businesses with a cultural advantage and how to spot one. Companies discussed:  CCL, GS, ABNB, TSLA, AMZN, WP, BARK, BIRD Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Robert Glazer Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Kesä 202325min

Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets.” - How Amazon often beat Walmart’s low-price guarantee. - The incentives that slowed down Walmart’s e-commerce rollout.  - Why WalMart was hesitant about creating a loyalty program.  - Amazon and Walmart’s push into healthcare.  Companies discussed: AMZN, WMT Host: Mary Long Guest: Jason Del Rey Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

25 Kesä 202326min

You probably know something that a Wall Street analyst doesn’t, and that gives you an edge. Mary Long and Ricky Mulvey revisit Peter Lynch’s investing classic “One Up on Wall Street: How to Use What You Already Know to Make Money in the Market.” They discuss: - How to research a company beyond earnings statements - One common misunderstanding about Lynch’s style of investing - Where regular investors can find an edge over institutional money Companies discussed: FDX, NVDA, MCD Have a book recommendation for the book club? Let us know at podcasts@fool.com Host: Mary Long Guest: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Kesä 202328min