Who's Got Pricing Power?
Warren Buffett called it the "single-most important decision in evaluating a business". If a business can raise prices without losing customers, it tends to be rewarding for shareholders. It also shows up in some of the companies Ron Gross and Jason Moser analyze as they discuss: - Disney's surprising 1st-quarter results in Parks and Disney+ subscribers - Peloton changing its leadership and tightening its purse strings - Affirm Holdings accidentally tweeting its earnings results too early - Pepsi & Coca-Cola telling similar stories with profits and higher costs - Cloudflare gearing up for 2022 - The latest from CVS, Chipotle, and Zillow - Two stocks on their radar: Brookfield Renewable Corp. and The Trade Desk Plus, Bill Shea from The Athletic offers an advertising preview of Super Bowl 56 and discusses how streaming video platforms are influencing the ad-buying landscape in live sporting events. What are you doing on February 18th? If you want to join our members attending the "Investing Essentials 2022 & Beyond" event just click here: http://2022.fool.com Stocks discussed: DIS, PTON, AMZN, NKE, AFRM, PEP, KO, NET, CVS, CMG, Z, BUD, PLNT, GM, COOK, BEPC, TTD Host: Chris Hill Guests: Jason Moser, Ron Gross, Bill Shea Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
11 Feb 202239min
1 Business, SO MANY Opinions!
(:20) Disneyland may be "The Happiest Place On Earth" but The Walt Disney Company is the subject of the widest range of differing opinions in some time. Despite strong 1st-quarter results, Wall Street analysts have very different views on varying parts of the business. Today Bill Mann analyzes: - The strength in the Parks division - How Disney+ was the company's life raft - The brand-extending powers of streaming video - Bob Chapek's track record in his 2 years as CEO (13:00) Asit Sharma and Emily Flippen discuss an underrated financial metric to know about before investing in any consumer goods or subscription business. Stocks discussed: DIS, CHWY, PTON, APRN, BIRD Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Host: Chris Hill Guests: Bill Mann, Asit Sharma, Emily Flippen Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Feb 202224min
Chipotle's Pricing Power is Real
(1:00) Three months ago Chipotle's CFO made a bold proclamation regarding the company's pricing power. Chipotle's 4th-quarter results prove he was correct. But how much more can the company raise the price of their menu without lose customers? Jason Moser analyzes the restaurant landscape, including: - Yum Brands' eye-popping unit growth over the past year - How the economics of Yum's franchise model stack up against Chipotle's decision to own all of their locations - Whether Chipotle can get to 7,000 locations (15:00) Ron Gross discusses the business of acquisitions, including: - The different ways that companies fund buying another business - Horizontal vs. vertical acquisitions - Hostile takeovers - Whether investors should wait for an acquisition to close before selling their shares Looking for more information on restaurant stocks? Click here: https://www.fool.com/investing/stock-market/market-sectors/consumer-discretionary/restaurant-stocks/ Stocks: CMG, YUM, MSFT, ATVI, TTWO, ZNGA Host: Chris Hill Guests: Jason Moser, Ron Gross Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Feb 202224min
Is Peloton the Next Chipotle? (No, seriously)
In one announcement Peloton announced layoffs, cut its investment in a new factory, and replaced its CEO. Are these the moves of a company preparing itself to be sold or retooling for the long haul. Bill Mann shares why he thinks new CEO Barry McCarthy is the right choice for the job and how the company's situation reminds of what Chipotle went through a few years ago. Also today: - Nvidia abandons its attempt to buy Arm Limited due to "significant regulatory challenges" - Steven Spielberg proving that past performance is generally a good indication of future results - Alison Southwick and Robert "Bro" Brokamp discuss how to talk about money with that special someone in your life (16:00) Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: PTON, CMG, NVDA, SFTBY Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert "Bro" Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
8 Feb 202228min
Why We're Not Sweating the Fed's Next Move
Is someone going to buy Peloton? And if so, will it be Apple, Amazon, Nike, or a player to be named later? Jason Moser shares why Nike's track record of success make it the more logical candidate. Also on today's episode: - Spirit Airlines and Frontier agree to merge, creating the 5th-largest airline in the U.S., with a strong emphasis on leisure travel - What's the main driver of a toy business? Hasbro's TV production division gets the credit for stronger-than-expected 4th quarter - Deirdre Woollard and Matt Argersinger discuss real estate investing and why they're not worried about the Federal Reserve raising interest rates (17:00) Interested in more stock ideas? Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: AAPL, AMZN, NKE, PTON, SAVE, ULCC, HAS, MAT, PLD, STAG, EGP Host: Chris Hill Guests: Jason Moser, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
7 Feb 202224min
Diving Into 5G
Greater speeds. More capacity. Jason Moser and Matthew Frankel, CFP, discuss the wide ranging implications of 5G technology, and how investors should think about the rollout. Because it’s not just faster speeds for your phone– 5G technology could change the way you bank, game… and even smoke your ribs. Additional topics include: - The fundamentals of 5G - Implications on artificial intelligence, internet-of-things devices, immersive technology, and connected vehicles - Allocation strategy for 5G investors For more information on investing in 5G stocks, click here: https://www.fool.com/investing/stock-market/market-sectors/communication/5g-stocks/ Stocks: QRVO, TSLA, T, QCOM, CCI, AMT, AX, V, MSFT, ATVI, TCEHY, SONY Host: Jason Moser Guest: Matthew Frankel Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
6 Feb 202233min
Investing When You’re Down
Some of your stocks getting stung? Ours too. Tim Beyers and Robert "Bro" Brokamp offer some mindset help and historical perspective on this Saturday classroom. They discuss how you can be opportunistic in a down market, and how to think about your cash position. If you have cash and our looking for stock ideas, our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: SBUX, AMZN Host: Tim Beyers Guest: Robert Brokamp Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Feb 202232min
“This is why we invest the way we do.”
The last few weeks have been particularly head-spinning for investors. We've seen stocks setting records (both good and bad) as volatility seems like it's becoming the norm. It's sometimes difficult but still important to remember how much better investing can be when we focus on the long term. Jason Moser and Emily Flippen share some perspective on their approach to investing and discuss: - Amazon's digital ad business and raising the cost of Prime to $139 - Alphabet splitting its stock (20 for 1) and posting huge 4th-quarter results - Meta Platforms battling "an unprecedented level of competition" - Snap's 1st-ever quarterly net profit - PayPal continuing to struggle with its transition away from eBay - Pinterest increasing revenue while losing global users - The latest from Qualcomm, Spotify, AMD, and Starbucks - Two stocks on their radar: Chipotle and Tenable Holdings Want 15 more stock ideas? They're included in our free Investing Starter Kit. Get your copy at http://fool.com/StarterKit Stocks: AMZN, GOOG, GOOGL, FB, AAPL, SNAP, PYPL, PINS, QCOM, SPOT, AMD, SBUX, MKC, DASH, SHAK, TENB, CMG Host: Chris Hill Guests: Emily Flippen, Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Feb 202239min
