From Nasdaq: 2025-06-06 12:25:00

This podcast features Motley Fool contributors discussing stock picks for the summer, “news or noise” with Dollar General, Disney, and Meta, and whether to buy, sell, or hold these stocks. For the 10 best stocks to invest in now, check out The Motley Fool’s podcast center and top stocks list. Analysts suggest looking beyond Meta Platforms for potential high returns. They have a history of recommending stocks like Netflix and Nvidia, which saw massive growth after their recommendations. Stock Advisor has a total average return of 997%, outperforming the S&P 500. Don’t miss out on their latest recommendations.

In the podcast, analysts discuss potential summer stock picks like EPR Properties, America’s largest theater owner, and AMD, Nvidia’s competitor in the semiconductor market. EPR Properties benefits from a recovering box office and diverse experiential real estate portfolio. AMD’s recent successes in gaming processors and data center revenue make it an attractive investment. Both stocks offer growth potential and are worth considering for the summer and beyond.

Dollar General’s strong performance, beating sales and earnings guidance, and raising outlook suggest positive consumer trends. Despite concerns about consumers flocking to dollar stores impacting the economy, analysts see this as noise rather than a significant issue. Dollar General’s improvements in inventory and meeting customer needs drive its success and make it an interesting investment opportunity. Overall, Dollar General is showing signs of improvement, but it’s still a wait and see situation. Disney’s layoffs reflect a focus on key businesses like theme parks and streaming. As for Meta, the ad automation initiative could be a game changer in the industry. Both companies continue to make strategic moves to drive growth and efficiency. Stock analysis: While the stock may seem cheap at 10 times its prior peak earnings, rising operating costs and uncertainties about gross margins raise concerns. Disney is seen as a buy due to the valuable IP and growth potential, while Meta is considered meh with uncertainties around profitability and future growth. Overall, there are mixed opinions on these stocks. The Motley Fool recommends positions in various tech and entertainment companies, including Amazon, Netflix, and Disney. They also recommend options for PayPal. The views expressed in the article are those of the author and not Nasdaq, Inc. For more information, refer to The Motley Fool’s disclosure policy.



Read more at Nasdaq: Dollar General, Disney, and Meta in the Discussion Spotlight