Surprising Earnings and Portfolio Protection
Episode Date: November 4, 2022If the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How tw...
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2109 episodes transcribedIf the jobs report and Federal Reserve didn't surprise investors, some earnings reports sure did. (0:30) Andy Cross and Jason Moser discuss: - How tw...
Some companies have bright futures, while others simply run out of time. (0:21) Tim Beyers discusses: - Roku having more cyclicality than investors m...
If you think this is a market that will automatically reward a stock because the company posted record revenue, think again. (0:17) Asit Sharma disc...
A 50% premium is a buyout price most investors would love to see. To acquire Abiomed, Johnson & Johnson was happy to pay it. (0:17) Bill Mann discuss...
“When the party is happening in the penthouse, this is a sector that’s in the basement.” Industrial companies aren’t the sexiest stocks, but that’s w...
If you’re looking for a market-beating stock then you don’t have to go much further than the candy aisle. Ricky Mulvey and Asit Sharma gear up for Hal...
The biggest tech companies reported this week, but it was Apple that shined the brightest. (0:30) Jason Moser and Matt Argersinger discuss: - The div...
On a day when Shopify and Comcast gave shareholders reasons for hope, Meta Platforms slid to its lowest level since 2016. (0:21) Andy Cross discusses...
Google's parent company disappointed Wall Street, but share buybacks continue. (0:21) Bill Mann discusses: - Alphabet being a strong business, despit...
Big Red is still trailing Pepsi but, just like its competitor, it's got pricing power. (0:21) Jason Moser discusses: - Coca-Cola's strength in the fa...
Spotting a stock fraud is extremely difficult, but finding some smoke is significantly easier. Founded by Eddie Antar, Crazy Eddie was a chain of co...
Expect to hear “currency headwinds” a lot this earnings season. But a strong U.S. dollar isn’t all bad and can make international companies cheaper. R...
Snap fell 30% and took other social media and advertising stocks down with it. (0:30) Emily Flippen and Ron Gross discuss: - Pinterest, Meta Platform...
Despite mixed 3rd-quarter results Elon Musk is ever-optimistic about Tesla's future. (0:21) Bill Mann discusses: - Economic takeaways from England's...
Netflix surprises Wall Street and throws down the gauntlet at streaming competitors. (0:21) Tim Beyers discusses: - 3rd-quarter profits, revenue, and...
If you'd like to see tech stocks turn around, some activist investors feel the same way. They just have some more fire power. (0:21) Deidre Woollard...
Home buyers aren't welcoming higher interest rates, but they are mostly good news for banks. (0:21) Deidre Woollard and Jason Moser discuss: - Bank of...
More than 90% of S&P 500 companies publish sustainability reports. But what’s real and what’s just greenwashing? Bruce Usher is a professor at Columb...
You've heard of the Dividend Aristocrats and the Dividend Kings, but we’d like to introduce you to the Dividend Knights: dividend-paying stocks that h...
Earnings season started with head-scratching volatility on Thursday and a surprising merger announcement on Friday. (0:21) Jason Moser and Ron Gross...