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

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Nike’s Turnaround Story

Nike’s Turnaround Story

Turnarounds take longer than investors like to imagine. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nike’s return to Amazon. - The fundamentals and risks of investing in turnaround stories. ...

22 Maj 202529min

Two Paths for Target

Two Paths for Target

In one direction, there’s digital. In the other, there’s a treasure hunt. (00:21) David Meier and Mary Long discuss: - Target’s off-the-mark results. - Lessons from TJX Companies’ under-the-radar...

21 Maj 202528min

Elon Hangs On

Elon Hangs On

Elon Musk is committed to Tesla for at least five more years. (00:21) Jason Moser and Ricky Mulvey discuss: - Investing in companies with a singular leader. - Earnings results from Home Depot. -...

20 Maj 202530min

There is No (Convenient) Alternative

There is No (Convenient) Alternative

Downgrades sound scary, but the U.S. is still the best place for investors to put money to work. (00:21) Asit Sharma and Dylan Lewis discuss: - Moody’s downgrading U.S. debt, and why it’s some...

19 Maj 202534min

The Promise of Quantum Computing

The Promise of Quantum Computing

The race to quantum supremacy is on. While this future will not come tomorrow, big tech companies are building to the technology’s “ChatGPT moment.” Motley Fool Senior Analyst, Asit Sharma ,joins ...

17 Maj 202540min

Walmart’s Warning, Money Tips for 2025 Grads

Walmart’s Warning, Money Tips for 2025 Grads

Even the biggest retailer in the world is planning to pass along tariff increases to customers. (00:21) David Meier and Andy Cross discuss: - The market cheering a short-term solution to trade ...

16 Maj 202542min

Netflix, YouTube Put Ads Up Front

Netflix, YouTube Put Ads Up Front

More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network. (00:21) Tim Beyers and Ricky Mulvey discuss: - Walmart’s response to tariff uncertainty. - N...

15 Maj 202530min

Business Plans and Science Projects

Business Plans and Science Projects

Do you have a real relationship or just a non-binding letter of intent? (00:21) Nick Sciple and Mary Long discuss: - The S&P’s turnaround and inflation’s slow month-over-month decline. - A stock ...

14 Maj 202531min

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