Motley Fool Money podcast discusses market returns, gratitude, and stocks to watch
From Nasdaq: 2024-12-03 11:41:00
The Motley Fool Money podcast discusses market returns, gratitude for companies like Target and Costco, and stocks to watch like Garrett Motion and Samsara. They also touch on managing money and a Thanksgiving menu that doesn’t include election or tariff talk. Contact the team at (703) 254-1445 or [email protected].
Visit breakfast.fool.com for daily market news, company insights, and Foolish fun in one email. Check out The Motley Fool’s podcast center for full episodes and a beginner’s guide to investing in stocks. Don’t miss out on a second chance for potentially lucrative investment opportunities with “Double Down” stock recommendations.
The Motley Fool Money Radio Show discusses market certainty, inflation moderation, and the impact of interest rate policy under the new administration. Despite unanswered questions about economic policy, investors are feeling positive heading into the holidays. Small cap stocks are showing signs of a comeback, with the Russell 2000 up 20% for the year. The Russell 2000 is showing strength, moving away from large tech stocks to other sectors. The equal weight index of the S&P 500 is up 18% for the year and 4.6% for the last month, outperforming the S&P. While the market is performing well, not all consumers benefit, with the wealthiest holding the majority of stocks.
Market returns have been high, but the S&P 500 is trading at 23 times forward earnings, signaling potential for a correction. The stock market always rebounds, so it’s advised to stay invested. Target faced a 20% drop due to inventory issues, showing the competitive retail landscape. Outset Medical has been disappointing, with concerns about market opportunity and FDA clearance.
Investors are enjoying market returns, but should remain cautious. Target faced a significant drop due to inventory issues, while Outset Medical has been disappointing. The market is at high valuations, indicating a potential correction. It’s important to stay invested and ride out market fluctuations. The stock performance of a technology company has been disappointing due to poor leadership, causing a significant drop in share price. Despite promising developments like FDA clearance and partnerships, management’s inconsistency has led to ongoing disappointment. Investors remain hopeful for a turnaround in the future.
In a Thanksgiving special, investors express gratitude for successful investments. Costco is praised for its business model and impressive returns, while Axon Enterprise is highlighted for its significant stock growth and market leadership in public safety technology. Both companies have shown resilience and potential for continued success in the future.
Axon Enterprise, likened to the Apple of public safety, has seen impressive revenue growth and market leadership in AI capabilities. With a strong product portfolio and limited competition, the company is well-positioned for further growth. Investors are optimistic about Axon’s continued success and potential in the market.
As investors express gratitude for successful investments, Costco and Axon Enterprise are praised for their consistent performance and potential for future growth. Despite challenges, both companies have demonstrated resilience and innovation in their respective industries. Investors remain optimistic about the long-term prospects for these companies. Alberto from Long Beach is seeking advice on additional licenses or designations to pursue while working towards a CFP designation. He mentions options like insurance, managing money, or obtaining a series license. He is looking for information on the timeline, opportunities, and benefits of these licenses. Alberto is seeking advice on certifications needed for a career in managing money. Ron Gross explains that state licensing varies for insurance, while a Series 7 exam is required for broker dealer roles. The Series 65 is recommended for financial planners, and CFP or CFA designations are valuable for different financial roles.
Jason Moser shares his journey to becoming a financial analyst at The Motley Fool, starting as a member and joining the analyst development program. His interest in finance was sparked during a trip to Kazakhstan, leading him to discover a passion for long-term investing and business-focused discussions.
Spencer from Los Angeles asks about portfolio allocation and whether real estate should be considered when determining percentage allocations. Jason Moser emphasizes considering all portfolios, including retirement accounts, but excluding primary real estate since it’s not primarily an investment. Investment real estate would be viewed differently.
Listeners call in with questions about career transitions, certifications, and portfolio management, highlighting the importance of understanding licensing requirements and holistic portfolio management strategies. Experts provide insights and advice on navigating the financial industry and making informed investment decisions. Financial experts Jason Moser, Dylan Lewis, and Ron Gross discuss asset allocation and investment strategies, focusing on the importance of liquidity and rebalancing portfolios. They emphasize the significance of holiday season earnings for retailers, with Black Friday historically marking a shift to profitability. Holiday sales and margins play a crucial role in evaluating retail performance and future outlook. Despite expectations of weak holiday earnings, forward guidance remains a key metric for assessing retailer performance. Jason Moser recommends spatchcocking your turkey for even cooking and a better dining experience. He prefers dry brining over wet brining for less hassle. Ron Gross will be serving sweet potato pie with melted marshmallows this Thanksgiving. Disney’s Moana 2 is expected to be a box office hit this holiday season. Ron Gross is keeping an eye on Garrett Motion, GTX, as a potential value candidate. Garrett Motion, a supplier of turbochargers and electric vehicle power trains, filed for bankruptcy due to asbestos liabilities after being spun out of Honeywell International. Now back as a public company, they are paying down debt and showing profitability, trading at only five times free cash flow. Value investors may find them intriguing. Samsara, ticker IOT, operates the connected Operations Cloud for IoT devices, with impressive revenue and customer growth. With an upcoming earnings release on December 5th, it remains a strong performer. The Motley Fool contributors discuss the potential of Samsara and other radar stocks in the latest radio show. John Mackey, former CEO of Whole Foods Market, is a board member of The Motley Fool. Dylan Lewis, Jason Moser, Rick Engdahl, and Ron Gross disclose their positions in various companies. The Motley Fool has positions in and recommends multiple companies mentioned.
Read more at Nasdaq: A Motley Fool Potluck of Financial News and Insight