Defensive Stocks FTW

Defensive Stocks FTW

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2106)

Expectations Investing Part 1

Expectations Investing Part 1

How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash un...

7 Sep 202332min

Airbnb Leaves NYC, Joins S&P 500

Airbnb Leaves NYC, Joins S&P 500

New York City cracked down on short-term rentals, but is it a big deal for Airbnb?  (00:21) Ricky Mulvey and Jason Moser discuss:  - How restrictions on short-term rentals could impact Airbnb’s growt...

6 Sep 202327min

Cable Takes on The Mouse

Cable Takes on The Mouse

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming...

5 Sep 202330min

Stadium Sponsors – Buy or Sell?

Stadium Sponsors – Buy or Sell?

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?     (00:41) Ricky Mulvey and Dylan Lewis discuss:   - Why stadium sponsors generall...

3 Sep 202323min

A Homebuyer's Dilemma Might Be A Homebuilder's Delight

A Homebuyer's Dilemma Might Be A Homebuilder's Delight

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The curren...

2 Sep 202326min

Different Customers, Different Retail Results

Different Customers, Different Retail Results

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.  (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping a...

1 Sep 202339min

Salesforce Rights The Ship

Salesforce Rights The Ship

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays i...

31 Aug 202332min

Buffett Quotes Under the Microscope

Buffett Quotes Under the Microscope

We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.  (00:12) Bill Mann and Dylan Lewis discuss: - ...

30 Aug 202329min

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