Motley Fool Money: 04.19.2013

Having led Restoration Hardware since 2014, Gary Friedman is an experienced CEO. But on his company's latest earnings call Friedman says he's never been more uncertain about the future. (00:20) Bill Mann discusses: - The record year RH just closed - Friedman invoking the 2008 collapse of Bear Stearns - Why RH is doing a 3-for-1 stock split Bill also answers a listener's question about small-cap stock 22nd Century Group. Post a review on Apple and include a question about a stock or industry! (14:00) Tim Beyers and Andy Cross talk with Jay Chaudhry, CEO of Zscaler, about what other cybersecurity companies are missing and the biggest misconception that Wall Street has about his company. Stocks: RH, WSM, XXII, ZS, CRM, TSLA Host: Chris Hill Guests: Bill Mann, Tim Beyers, Andy Cross, Jay Chaudhry Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Mar 202223min

Real Estate Trends We're Watching FedEx CEO Fred Smith may not fit the traditional definition of "Visionary CEO" that we've come to accept, but he saw an industry where none previously existed. (00:20) Jason Moser discusses: - McCormick's 1st-quarter results being fueled by the B2B part of the company - Why executives are optimistic about the rest of the fiscal year - Fred Smith stepping down after more than 50 years of running FedEx - The leap of faith investors must take when it comes to CEO succession (17:30) Investing in real estate is less appealing if it involves 3 am phone calls from a renter. Matt Argersinger talks with Robert Brokamp about some current real estate trends he's excited about, as well as some key points of investing in REITs. Check out TMF's free guide to investing in real estate: http://realestateinvesting.fool.com Stocks: MKC, FDX, VNQ, RHP, PEB Host: Chris Hill Guests: Jason Moser, Robert Brokamp, Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Mar 202234min

Will Smith slapped Chris Rock onstage at the Academy Awards. That single moment overshadowed everything else during the event, including how a single award altered the landscape for streaming video businesses. (00:20) Tim Beyers discusses: - Ripple effects of Apple becoming the 1st streaming service to win Best Picture - Overall spending on content increasing  - How things are going today at the offices of Netflix - Tesla's proposed stock split (14:00) It's 2022. Weren't we supposed to have flying drones delivering packages to our homes by now? Ricky Mulvey talks with Jacob Goldstein, host of the new podcast "What's Your Problem?", about drone delivery, self-driving cars, and the future problems that entrepreneurs are trying to solve right now. Stocks: AAPL, NFLX, DIS, AMZN, TSLA, UBER Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Jacob Goldstein Engineer: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Mar 202229min

Looking to brush up your language skills when it comes to financial stocks? Motley Fool senior analyst Jason Moser and Matthew Frankel dive deep into the metrics they use to judge financial companies, and provide comparison guidelines for investors to watch. They discuss: - Why the P/E ratio is less important than you may think - The nuance of judging a bank’s efficiency - One metric to watch for any fintech company Additional resource - https://www.fool.com/investing/stock-market/market-sectors/financials/bank-stocks/how-banks-make-money/ Stocks: AXON, WFC, COF, PYPL, JPM, AFRM Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Mar 202224min

Before the 94th Academy Awards on Sunday, we're taking a closer look at the battle between streaming services and some of the bitter rivalries in entertainment history.  Chris Hill is joined by Maria Gallagher, Catie Peiper, and Mac Greer, as they discuss: - The Academy’s tenuous relationship with Netflix and other streamers - Warner Brothers' history of trying to recreate Disney’s magic - Unexpected business lessons from Oscar winners and nominees Stocks: DIS, NFLX, T Host: Chris Hill Guests: Gordon Gekko, Maria Gallagher, Catie Peiper, Mac Greer Producer: Ricky Mulvey Engineers: Steve Broido, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Mar 202230min

The S&P 500 rose for the 2nd week in a row, giving investors more reasons for optimism. Are we the only ones who believe the narrative for investors is shifting away from fear and towards increasing confidence? (0:45) Jason Moser and Andy Cross discuss investor sentiment, as well as: - Google striking an app-store deal with Spotify - Uber teaming up with New York City taxis - Reports that Apple is developing a hardware subscription service - Darden Restaurants seeing improvement in its fine dining segment - The latest from Berkshire-Hathaway, Adobe, and Nike (19:00) Corporate governance expert Nell Minow analyzes how public companies are doing with their communications related to Russia, and why she's unimpressed with how Starbucks' board of directors handled the latest CEO change. Then she puts on her film critic hat to offer a preview of the Academy Awards and share who will win (and should win) Best Actor, Best Actress, and Best Picture. (32:00) Jason and Andy discuss Pepsi's latest limited-run flavor and share two stocks on their radar: McCormick and KB Home. Got a stock or topic you want us to discuss? Post a review on Apple and include your pitch! Stocks discussed: SPOT, GOOG, GOOGL, MTCH, BMBL, UBER, BRK, AAPL, NKE, DRI, SBUX, DIS, PEP, MKC, KBH Host: Chris Hill Guests: Jason Moser, Andy Cross, Nell Minow Engineer: Steve Broido Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Mar 202239min

If you think Chairman Powell and some of the Federal Reserve governors are sounding more hawkish, you're not alone. (00:18) John Rotonti discusses: - Why investors should expect more interest rate hikes this year - The increasing attractiveness of companies with pricing power and strong ROIC - Balancing growth stocks with profitable businesses that can self-fund their operations - Three stocks he just bought (and why he bought them) (14:30) The most rewarding stocks can come from the most boring businesses. Dylan Lewis and Jason Hall make the case for keeping boring businesses in your portfolio and discuss one in particular that Jason's excited about. Stocks: PYPL, KKR, RH, AAPL, AMZN, GOOGL, TREX Host: Chris Hill Guests: John Rotonti, Dylan Lewis, Jason Hall Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

24 Mar 202228min

Offering guidance to Wall Street analysts can be a tricky proposition. There are downsides to being either too vague or too specific. (00:22) Tim Beyers discusses: - Adobe's 1st-quarter results and the $75 million hit to its business in Russia and Belarus - How worried Okta's corporate customers should be - Why no one should expect Okta's public communications on its recent security breach to be highly detailed (14:56) Ricky Mulvey talks with Alicia Hammond about the psychological forces that encourage you to sell, and some actionable ways to make calmer, better decisions about your money. Stocks: ADBE, OKTA, SHOP Host: Chris Hill Guests: Tim Beyers, Ricky Mulvey, Alicia Hammond Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

23 Mar 202228min