CVS Gets an Activist Check-Up

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

Episoder(2105)

Roth Advice Gone Wrong and Mandatory Roth Catch-Up Contributions in 2026

Roth Advice Gone Wrong and Mandatory Roth Catch-Up Contributions in 2026

These days, we're hearing a lot about the many benefits of Roth accounts. However, they’re not the best choice for every investor. Host Robert Brokamp speaks with Megan Brinsfield, CFP, CPA, president...

13 Des 202522min

Did Disney Win or Lose the OpenAI Deal?

Did Disney Win or Lose the OpenAI Deal?

Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and as...

12 Des 202542min

Over 300 Stocks Doubled in 2025 -- 3 We Love and 3 We Don't

Over 300 Stocks Doubled in 2025 -- 3 We Love and 3 We Don't

2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are l...

11 Des 202526min

Don’t Call It a Comeback

Don’t Call It a Comeback

Some of the most well-known companies in the world have dropped in 2025, so can they make a comeback? We dig into the fortunes of Chipotle, Target and Crocs. Travis Hoium, Jon Quast, and Rachel War...

10 Des 202522min

$70 billion and Chill

$70 billion and Chill

$70 billion can get a lot… but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it mean...

9 Des 202525min

Profitability Predictions and Paramount Punches Back

Profitability Predictions and Paramount Punches Back

We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Pa...

8 Des 202523min

Interview with Mercado Libre Senior Vice President Leandro Cuccioli

Interview with Mercado Libre Senior Vice President Leandro Cuccioli

E-commerce powerhouse Mercado Libre is Latin America’s largest company by market cap and is often called the Amazon of Latin America. Motley Fool analyst Asit Sharma recently talked with Leandro Cucci...

7 Des 202523min

Before the Crisis: How You and Your Relatives Can Prepare for Financial Caregiving

Before the Crisis: How You and Your Relatives Can Prepare for Financial Caregiving

If an illness or death befell your parents, spouse, kids, or any other close relative, would you be able to access their financial information and handle their affairs? If something happened to you, w...

6 Des 202521min

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