Share Sounds from Motley Fool Show

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss the complexities in transforming an office building into apartments, commercial real estate trends catching their attention, and ideas for investors who like dividends. Stocks/REITs mentioned - BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR; Host - Deidre Woollard; Guest - Matt Argersinger

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. Ron Gross and Maria Gallagher discuss stocks rallying on Wednesday afternoon only to fall on Thursday, Adobe's latest results being outweighed by guidance, Roku's new partnership with Walmart, winners and losers from the trend of people returning to restaurants and the latest from Kroger, Oracle, and Chewy. Meanwhile senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle and Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group. Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD; Host - Chris Hill; Guests - Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. Ron Gross discusses the positive reaction in the stock market, prospects for much lower inflation in 2023, borrowing costs going higher and expectations for more rate hikes later this year. Plus, Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV. Stocks discussed: PUBM, PG, WPP; Host - Chris Hill; Guests - Ron Gross, Asit Sharma, Rajeev Goel.

Inflation hits a 40-year high. We know the effect on consumers, but what about investors? Emily Flippen and Ron Gross discuss DocuSign's 25% drop, Target's bold moves, Stitch Fix continuing to struggle, Vail Resorts benefitting from relaxed Covid restrictions, the latest from Campbell Soup, Netflix, Amazon, and more. Plus, Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books. Meanwhile Emily and Ron share two stocks on their radar: Bilibili and Airbnb. Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB; Host: Chris Hill; Guests: Emily Flippen, Ron Gross, Matt Argersinger

SEC chairman Gary Gensler outlined rule changes to require trading firms to compete directly to execute trades from individual investors. Andy Cross discusses why payment-for-order-flow (PFOF) is going to be a big topic this summer, potential threats to Robinhood's business model, Five Below's recent (and uncharacteristic) struggles, and takeaways from Spotify's investor day event, including a push into audiobooks. Plus, Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas. Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR; Host: Chris Hill; Guests: Andy Cross, Deidre Woollard, Jason Hall.

After 14 years at Chief Operating Officer at Meta Platforms Sheryl Sandberg is stepping down in the fall. Asit Sharma discusses Sandberg's leadership in growing revenue and defending the company in public and how the company's pivot to the metaverse most likely contributes to her departure. Also - Chewy's strong 1st-quarter profits against albeit modest expectations, why the pet retailer needs to focus on getting fulfillment and infrastructure right, and the numbers behind Chewy's customers spending more each year. Plus, Tim Beyers talks with Cameron Deatsch, Chief Revenue Officer at Atlassian, about the software company's humble origin and its cloud transition that could be worth billions. Stocks discussed: FB, CHWY, TEAM, MNDY, ASAN, AMZN Host: Chris Hill Guests: Asit Sharma, Tim Beyers, Cameron Deatsch Producer: Ricky Mulvey Engineers: Dan Boyd, Spencer Daniel

Women have different challenges in investing, including a wage gap and longer life expectancies. We’ve got two conversations addressing some of those challenges. Deidre Woollard talks with Sallie Krawcheck, co-founder and CEO of Ellevest (a bank and robo-advisor specifically designed for women) about how she’s helping more women invest and a lesser-known savings tool for investors who want to give back. And 18:39 minutes in, Dana Corl Kasarda talks with Kathryn Tuggle, co-author of the new book “How to Money”, about some of the positive ways that stereotypes are changing for women and investing. Hosts: Deidre Woollard, Dana Corl Kasarda Guests: Sallie Krawcheck, Kathryn Tuggle Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel

Nvidia and Apple are two of the biggest companies investing in the metaverse, but they're making headlines today for different reasons. Bill Mann discusses Nvidia's unusual stock movement, the graphics chipmaker slowing hiring and their guidance, Apple targeting the same iPhone production levels as last year, and why he's more concerned for Android phone makers than he is for Apple. Also, Asit Sharma talks with Rickey Mulvey about the real possibilities (and companies) that might emerge from the metaverse. Stocks discussed: NVDA, FB, AAPL, U, GOOGL, WDFC, IBM, RBLX, DIS Host: Chris Hill Guests: Bill Mann, Ricky Mulvey, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl

As rough a year as it's been so far for stocks, there's one industry doing just fine. Bill Mann discusses why oil and gas stocks have done well in 2022, how he expects industry giants like Chevron and Exxon Mobil to deploy capital, reports that Airbnb is getting ready to exit China, and a way that U.S. investors can think about getting exposure to the 400 million millennials in China. Also, Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple. Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd

"We got the inventory wrong." That's basically what Target CEO Brian Cornell said about his company's latest results. Bill Mann discusses why Cornell and Walmart CEO Doug McMillon should have warned investors sooner about their latest quarterly numbers, the inventory glut major these retailers will have to work through, Lowe's benefitting from the residential home environment, and whether Target's stock is more attractive after last week's drop. Also, Tim Beyers talks with Arista Networks CEO Jayshree Ullal about how her company is diversifying its revenue stream, and one thing investors often get wrong about Arista.