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Tracey Ryniec, Zacks Value Stock Strategist, discusses stocks that may be cheap, or not, depending on where the economy goes. How can you tell? (0:30) - Where Should You Be Looking To Find True Value Stocks? (4:40) - Tracey's Top Stock Picks For Your Portfolio (30:00) - Episode Roundup: HLT, BKNG, AMN, GAP, RCL Podcast@Zacks.com
Tracey Ryniec, Zacks Value Stock Strategist, discusses stocks that may be cheap, or not, depending on where the economy goes. How can you tell? (0:30) - Where Should You Be Looking To Find True Value Stocks? (4:40) - Tracey's Top Stock Picks For Your Portfolio (30:00) - Episode Roundup: HLT, BKNG, AMN, GAP, RCL Podcast@Zacks.com
Tracey Ryniec, Zacks Value Stock Strategist, discusses stocks that may be cheap, or not, depending on where the economy goes. How can you tell? (0:30) - Where Should You Be Looking To Find True Value Stocks? (4:40) - Tracey's Top Stock Picks For Your Portfolio (30:00) - Episode Roundup: HLT, BKNG, AMN, GAP, RCL Podcast@Zacks.com
In this week's episode of Market Mondays, we dive into the global economic storm brewing as Trump's proposed tariffs spark fears of a full-blown trade war. We unpack how these moves are shaking markets—from auto stocks taking a hit in Europe to Goldman Sachs raising the likelihood of a U.S. recession. Gold is hitting all-time highs, and we break down what that says about investor sentiment. Plus, we discuss which car brands, if any, might be worth a look right now, and whether major companies could start adding Bitcoin to their balance sheets as an economic hedge.We also take a deep look into the AI boom: who's set to benefit next in the ecosystem, and which companies are quietly leveraging NVIDIA's AI stack for future dominance. We review Dennis Fish's 2024 stock picks and play a high-stakes game of portfolio building from a curated list of major players like Netflix, HubSpot, Palo Alto, and Alibaba. To close out, we offer financial advice specifically for married couples looking to build together in uncertain economic times. Tap in!#MarketMondays #Gold #TrumpTariffs #AIStocks #Bitcoin #Recession #Investing #StockMarket #Finance #MarriedMoney #FinancialFreedom #EarnYourLeisure #NVDA #TradeWarTimestamps:12:10 – Biggest lesson learned this week15:55 – Gold hits all-time high21:38 – Trump's incoming tariff plans & market impact40:00 – Who will benefit next in the AI ecosystem?48:00 – Which company benefits most from NVDA's AI stack?52:30 – Dennis Fish's 2024 picks (CDNS, KLA, MELI) — Do we love them?57:00 – Building a portfolio from this stock list: INTU, ASTL, BKNG, HUBS, NFLX, PANW, PWR, BABA, CYBR1:08:30 – Trump tariffs shake Europe: Are any car stocks worth investing in?1:26:00 – Goldman Sachs raises recession odds to 35%: Trade war fallout1:31:00 – Will major companies start adding Bitcoin to hedge against downturns?1:34:10 – How uncertain are we as Q2 kicks off?1:48:00 – Financial advice for married couplesOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Likefolio's Andy Swan presents their “mixed” consumer sentiment data on Booking Holdings (BKNG). He notes that almost all travel stocks are down when comparing the change in visits. However, he says this could be due to technological investment in efficiency. He thinks BKNG can triumph over Airbnb (ABNB) as it incorporates more “alternative” hospitality options.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
In this conversation, Jason Hall and Jeff Santoro discuss various investing topics and answer listener questions. They cover book recommendations for new investors, the strategy of doubling up on companies from similar sectors, and their thoughts on stocks that will outperform the market over the next 20 years. They also discuss the importance of understanding the business fundamentals and having a long-term perspective in investing. Companies mentioned: AAPL, ABNB, AMZN, AVGO, BIPC, BKNG, CCJ, CELH, CFLT, COIN, ELF, GOOG, GOOGL, LOB, MA, MNST, MELI, NU, PATH, TSLA, TXN, ULTA, V, WOLF ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* *Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): https://public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: https://public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC. See terms of the Options Rebate Program (https://public.com/disclosures/rebate-terms). Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Highlights from this week's conversation include:Jaclyn's Background and Journey in VC (0:50)Early Experiences in Venture Capital (1:55)Finding Edge in Venture Investing (5:16)Decision to Institutionalize Fund Investments (8:09)Evolution of Foundry's Investment Strategy (10:38)Building Networks in Venture Capital (15:16)Initial Impressions of the Venture World (16:14)Understanding the LP World (17:51)Evaluating People in Venture (20:39)Adapting to a Growing Number of Funds (23:01)Insider Segment: Advice for Fund Managers (25:49)Opportunities for Limited Partners (27:22)Outlook for 2024 (28:28)Transition to Direct Investing (32:08)Importance of Manager Relationships (35:37)Value of a Focused Strategy (39:10)Future of Venture Capital (43:37)Connecting with Jaclyn and Final Thoughts (44:10)Jaclyn Freeman Hester is a Partner at Foundry. She joined in 2016 with a passion for supporting the next generation of entrepreneurs and investors. Jaclyn leads direct investments in early-stage companies, often collaborating with Foundry's partner funds. She loves working closely with founders to solve hard problems and think about the human elements of business. She invests across B2B and consumer companies that exhibit strong end-user empathy and use technology to empower individuals, unlock potential, and improve experiences. Jaclyn helped launch Foundry's partner fund strategy, building the portfolio to nearly 50 managers. Bringing her unique GP + LP perspective, Jaclyn has become a go-to sounding board for emerging VCs. Jaclyn first fell in love with entrepreneurship while earning her JD/MBA at CU Boulder (Go Buffs!). There, she served as Executive Director of Startup Colorado, where she got to know Foundry and the incredible Boulder/Denver startup community the firm helped catalyze. In her brief stint as a practicing attorney, Jaclyn advised clients in M&A transactions and early-stage financings. She also witnessed the founder's journey first-hand, working closely with her husband and his family as they built a B2B SaaS company, FareHarbor (acquired by BKNG). Learn more at foundry.vcGunderson Dettmer is the preeminent international law firm with an exclusive focus on the innovation economy. The firm serves market-leading venture capital and growth equity investors and pioneering companies through inception, growth and maturity, as well as groundbreaking public companies that result from the global venture capital ecosystem. The firm's clear-cut focus and well-honed technical skill enables an accelerated pace and unmatched efficiency, delivering best-in-class value at each phase of a client's business. Learn more: www.gunder.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.
In this landmark episode, David reviews and shares perspectives and learnings from the entire collection of 30 five-stock samplers picked from 2015 to 2021, and reviewed into 2024. Using his special 10 1/2 chapter format, David reflects on the themes, results, and lessons from six years of stock picking. How'd we do?! Discover the highs and lows, the glory and the pain, and the enduring principles of Rule Breaker Investing. Companies Discussed: AAPL, AMZN, BKNG, DIS, GOOG, IPGP, MELI, NFLX, NVDA, PTON, SE, TDOC, TSLA, TWOU Host: David Gardner Producer: Desiree Jones
The stock continues to make new highs: is it a bull or a bubble? (0:30 - Should You Be Buying NVDIA For Your Portfolio Right Now? (5:15) - Breaking Down NVDIA's Stock Performance: Will The Price Continue To Rise? (18:30) - Episode Roundup: NVDA, BKNG, CMG Podcast@Zacks.com
We discuss if GYG is worth $3B, Sam Altman's co-founder in OpenAI, Ilya Sutskever, starts a new AI company called Safe Super Intelligence, and Brad Gerstner's legendary story of investing 50% of his net worth into Booking.com ($2.5M) and turning it into over $200M! (0:00) Is GYG worth $3 billion? Discussion around their financials and valuation comps (29:59) Who is Ilya Sutskever? A brief history of the super genius behind ChatGPT and his new startup (48:41) Average net worth of an Nvidia employee (51:57) $BKNG Yolo: one of the best investments of all time Watch episodes on YouTube or listen on Spotify/Apple: https://linktr.ee/listenunderqualified Stalk us (we respond to DMs!): https://instagram.com/ishanhaque https://instagram.com/boys.archive https://instagram.com/andrebarber Listen to deleted clips: https://instagram.com/underqualifiedtalkWork with us:hi@underqualified.studio
The big rotation has begun. What was hot in 2021 has been replaced by new companies this year. (0:30) - Finding The New Hot Stock As We Move Away From The Pandemic Winners (5:30) - Stocks To Keep On Your Watchlist Right Now (28:45) - Episode Roundup: SKX, CMG, BKNG, JPM, STRL, LULU, SBUX, SHOP, SQ, ZOOM
On this episode of Chit Chat Stocks, Ryan goes through his research on Booking Holdings and why he is attracted to the stock (listen to the full episode to see if he is buying shares!). We discuss: - Why Booking Holdings became the largest travel company in the world - What are their new initiatives? How do they plan to grow? - Competing with Airbnb and Expedia - A "frenemy" relationship with Google - Valuation analysis ***************************************************** Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatMoney/featured Follow us on Twitter/X: https://twitter.com/chitchatmoney Follow us on Substack: https://chitchatmoney.substack.com/ ********************************************************************* Public.com just launched options trading, and they're doing something no other brokerage has done before: sharing 50% of their options revenue directly with you. That means instead of paying to place options trades, you get something back on every single trade. -Earn $0.18 rebate per contract traded -No commission fees -No per-contract fees By sharing 50% of their options revenue, Public has created a more transparent options trading experience. You'll know exactly how much they make from each trade because they literally give you half of it. Activate options trading at Public.com/chitchatstocks by March 31 to lock in your lifetime rebate. Paid for by Public Investing. Must activate Options Account by March 31 for revenue share. Options not suitable for all investors and carry significant risk. Full rebate terms here (https://public.com/disclosures/rebate-terms). US members only. ********************************************************************* FinChat.io is The Complete Stock Research Platform for fundamental investors. With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use. Use our LINK and get 25% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Travel has always been a very important spending category for consumers globally. Post pandemic, we still see strong travel demand and better profitability for key online travel platform Expedia, EXPE. Through Expedia brands like VRBO, Expedia, Travelocity, Orbitz, Hotwire, CarRentals.com, and Homeaway, Expedia is getting its mojo back. There's a huge gap between the market cap of EXPE and its two key peers, Booking and AirBnb. As Expedia gets back on track and the industry continues to flourish, we expect a major catch-up opportunity in shares of EXPE. Using a conservative comp with ABNB, the VRBO division on a stand-alone basis would likely be worth at least 50% of EXPE total value making the rest of the business exceptionally cheap. EXPE trades at 9x, BKNG at 16x and ABNB at 27x earnings. We think EXPE can expand the multiple well and the company seems to agree with its new $5B buyback authorization. To learn more about investing in the world's leading brands: https://www.globalbrandsmatter.com/dynamic-portfolio
In this episode, Braden and Simon start off with a game of which company we'd rather own. We then have a look at which types of ETFs have seen the most inflows in Canada since the start of the year. Symbols of stocks discussed: XEC.TO, ZEB.TO, ZSP.TO, NFLX, DIS, SBUX, MCD, SHOP.TO, CSU.TO, CNR.TO, CP.TO, ABNB, BKNG, NVDA, TSLA, BCE.TO, LVMH, BRK-B, BLK, INTU, HD, LMT, UBER, DOL.TO, QSR.TO, SU.TO, MCO, SPGI Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor TCI meetup registration Sign up to Stratosphere for free
The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Shopify shares rising 25% due to multiple company announcements - The latest from Marriott, Booking Holdings, and Starbucks (19:11) Andy and Ron continue their analysis, with a focus on: - Mercadolibre's continued growth and impressive runway - Warner Bros. Discovery posting a 1st-quarter profit in its streaming division - The latest from Uber, Lyft, Atlassian, and Johnson & Johnson - Two stocks on their radar: Nice and Oxford Industries Stocks discussed: JPM, PACW, WAL, FHN, AAPL, MAR, BKNG, SBUX, SHOP, UBER, LYFT, TEAM, JNJ, KVUE, MELI, WBD, NFLX, PARA, DIS, CMCSA, BRK, OXM, NICE Host: Chris Hill Guests: Andy Cross, Ron Gross Engineer: Dan Boyd
Ed Carson, news editor at IBD, celebrates Star Wars Day on the podcast with a look at how Jedi can be used as models for investing. He covers how the stocks market is being led by a small band of rebels and why keeping your emotions in check can lead to investing success. Carson finishes with an analysis of the current earnings season and upcoming reports due from stocks like Axcelis Technologies (ACLS), Floor & Decor (FND), and Booking.com (BKNG). For the video version, visit investors.com/podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this video, we'll perform a BKNG stock analysis and figure out what Booking Holdings looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for BKNG. And answer is Booking Holdings one of the best stocks to buy at the current price? Find out in the video above! Global Value's Booking Holdings Inc. stock analysis. Check out Seeking Alpha Premium and score an annual plan for just $119. Plus all funds from affiliate referrals go directly towards supporting the channel! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/ If you'd like to try Sharesight, please use my referral link to support the channel! https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!) Booking Holdings Inc. ($BKNG) | Booking Holdings Inc. Stock Value Analysis | Booking Holdings Inc. Stock Dividend Analysis | BKNG Dividend Analysis | $BKNG Dividend Analysis | Booking Holdings Inc. Intrinsic Value | BKNG Intrinsic Value | $BKNG Intrinsic Value | Booking Holdings Intrinsic Value | Booking Holdings Inc. Discounted Cash Flow Model | Booking Holdings Inc. DCF Analysis | BKNG Discounted Cash Flow Analysis | BKNG DCF Model #BKNG #BKNGstock #stockmarket #dividend #stocks #investing #valueinvesting (Recorded March 11, 2023) ❖ MUSIC ❖ ♪ "Lift" Artist: Andy Hu License: Creative Commons Attribution 3.0. ➢ https://creativecommons.org/licenses/by/3.0/legalcode ➢ https://www.youtube.com/watch?v=sQCuf...
If you're looking for a podcast with deep individual stock research, Chit Chat Money is one of the best. Brett Schafer and Ryan Henderson recently joined us on The Smattering to talk about their journey from co-kickers on their college football team, to co-hosts of a popular podcast, their investments, and how Chit Chat Money and their investing styles have evolved. Most importantly, we get some of their favorite stock ideas, and learn who was the better college football kicker. Chit Chat Money on Spotify: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r Substack: https://chitchatmoney.substack.com/ Ryan on Twitter: https://twitter.com/CCM_Ryan Brett on Twitter: https://twitter.com/CCM_Brett Companies mentioned: AAPL, ABNB, AMZN, ATVI, BKNG, BMBL, COST, CPNG, GRND, HD, HSY, LOV, META, MTCH, NNI, PM, SFM, SHOP, SPOT, SQ We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio
There's a lot to analyze in this episode, including revenue to the upside, CEOs waving the caution flag, and Hobbits. (0:21) Emily Flippen and Jason Moser discuss: - Nvidia's results and place in the AI universe - Block surprising Wall Street with strong 4th-quarter revenue - Mercadolibre's enviable free cash flow - The latest from Walmart, Home Depot, Booking Holdings, Etsy, and Wayfair (19:11) Emily and Jason continue the earnings analysis and discuss: - Warner Bros. Discovery growing subscribers and cutting costs - The latest from Intuit, Teladoc Health, Domino's Pizza, and Shake Shack - Their most recent stock purchases - Two stocks on their radar: Adobe and ANSYS Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com Stocks discussed: NVDA, WMT, SQ, HD, BKNG, ETSY, MELI, W, INTU, TDOC, WBD, DPZ, TWLO, SPOT, NKE, SHAK, ADBE, ANSS Host: Chris Hill Guests: Jason Moser, Emily Flippen Engineer: Rick Engdahl
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT IN THIS EPISODE MARK AND THE ROCK LOBSTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS MOST ACTIVE EQUITY OPTIONS TODAY INCL MSFT, NFLX EARNINGS VOLATILITY IN NVDA, PZZA, BMBL, DISH, BABA, ETSY, BKNG, INTU, SQ, WBD, FNKO UNUSUAL OPTIONS ACTIVITY IN CAG, LNG, SNY WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND MUCH MORE
HOST: MARK LONGO, THE OPTIONS INSIDER MEDIA GROUP CO-HOST: ANDREW GIOVINAZZI, THE OPTION PIT IN THIS EPISODE MARK AND THE ROCK LOBSTER BREAK DOWN: THE LATEST IN THE OPTIONS MARKETS MOST ACTIVE EQUITY OPTIONS TODAY INCL MSFT, NFLX EARNINGS VOLATILITY IN NVDA, PZZA, BMBL, DISH, BABA, ETSY, BKNG, INTU, SQ, WBD, FNKO UNUSUAL OPTIONS ACTIVITY IN CAG, LNG, SNY WHAT'S ON OUR RADAR FOR THE REST OF THE WEEK AND MUCH MORE
For the second time in five months, Twilio announces a round of layoffs. (0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57 (13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees. Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
"The stock market today is resilient, but I am still concerned that inflation is high. It is too early to declare victory despite Jerome Powell saying deflation has begun. The Federal Reserve will not shy away from future interest rate hikes. In terms of Nvidia (NVDA), I like the stock as long as it can hold above $190. I think scaling in over the next three months would be the smart move. For Booking (BKNG), people are still booking travel and that does not appear to be slowing down," says Eddy Gifford.
REVISTA DE INVERSIÓN: https://www.oportunidadesenbolsa.com/ En este nuevo podcast de OB hablamos sobre el desplome de acciones del año 2002 y lo comparamos con el año 2022. Para tomar perspectiva estudiamos Booking Holdings ($BKNG) y vemos su evolución durante los últimos 20 años. Si todavía no eres suscriptor de la revista OB puedes ver todo el contenido gratis durante 30 días aquí: https://www.oportunidadesenbolsa.com/
How are consumers spending during the holiday travel season? "According to the earnings calls, the travel companies were expecting a robust holiday season. There are massive bookings in he re-opening, especially Europe, for Airbnb (ABNB) and Booking Holdings (BKNG). Booking Holdings (BKNG) is outperforming Expedia (EXPE) and Airbnb (ABNB)," says Jed Kelly.
And another high-profile IPO company gets taken private. (0:21) Asit Sharma discusses: - Poshmark's all-cash deal that values the company at less than half of its IPO price. - Private market valuations coming down - National Taco Day and Chipotle's strong business (11:00) Alison Southwick and Robert Brokamp talk with senior analyst Rich Greiner about the fundamentals of value investing. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: POSH, REAL, CMG, VTV, VBR, META, BKNG Host: Chris Hill Guests: Asit Sharma, Rich Geifner, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Travel demand can see growth in 2023 even if economic growth slows, says Dan Wasiolek. He and Jed Kelly discuss how there is still a big travel demand. Dan notes that most investors see a high-degree of multiple compression risk in a recession. They also talk about how short term rental and travel stocks are faring, highlighting stocks such as Booking Holdings (BKNG) and Airbnb (ABNB). Tune in to find out more about the stock market today.
In this release of the Canadian Investor Podcast, we cover the following earnings and news: Air Canada earnings Constellation Software and Topicus earnings Lightspeed earnings Intercontinental Exchange earnings Nutrien earnings MercadoLibre earnings Restaurant Brands International earnings Booking Holdings Canopy Growth earnings Tickers of stock discussed: AC.TO, CSU.TO, TOI.V, LSPD.TO, ICE, NTR.TO, MELI, QSR.TO, BKNG, WEED.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Sign up to Stratosphere for free
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair! (0:25) Maria Gallagher discusses: - Mixed 2nd-quarter results from Booking Holdings - Why CEO Glenn Fogel's declaration about upcoming record revenue may be grounded in reality - Crocs struggling with gross margin pressure and inventory management - Whether buying the Hey Dude line of footwear was a good use of capital (10:41) Amazon's decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group. Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Ben, Andrew, and Tom discuss the ISM Services data that was better than expected, impending recessions and high inflation commentary out of the Bank of England following their 50bp hike, weak earnings out of BKNG, QRVO, CLX, as well as some fear of margin compression after a sales data report out of COST. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures
Is it really easy to own a stock for decades? A look at how you can stay the course even in rocky markets. (0:30) - What It Takes To Be A Buy and Hold Investor (6:45) - Breaking Down Jim Cramer's 17 years on Mad Money: Best Performing Stocks (15:40) - Tracey's Top Tips For Long Term Investors (26:55) - Episode Roundup: NFLX, GOOGL, AAPL, REGN, MNST, BKNG, NVDA, AMZN, ILMN, MPWR, TYL, META, SONY Podcast@Zacks.com
Oppenheimer has an outperform rating on the Booking Holdings (BKNG) stock. However, they have a perform rating on Airbnb (ABNB). "Airbnb management indicated that the supply is growing slightly faster than demand. The seamless onboarding process should aid supply and market share during a recessionary period," says Jed Kelly. Kelly also states that Expedia (EXPE) management plans to continue its marketing investments into the recovery.
"Latest data shows that May travel demand was stable and June was even better. There is macro uncertainty past the summer. BKNG has momentum in Europe with a more aggressive spend. ABNB stock still has the highest growth," says Kevin Kopelman. "Travel demand has remained resilient. Economic slowdown could be mitigated by pent-up demand, shift to services from goods, and working remotely. Stocks pricing is in a slowdown already," Dan Wasiolek adds.
In this release of the Canadian Investor Podcast, we cover the following topics: We look at 7 travel stocks to see how their business has evolved since the start of the pandemic Braden looks at how AirBnB started, where its business is at and what the future might hold We finish the episode by looking at 3 thematic ETFs for exposure to the travel and leisure industry Tickers of stocks discussed: ABNB, BKNG, FUN, MTN, AC.TO, CCL, MAR, AWAY, CRUZ, TRVL.TO Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Sign up to Stratosphere for free
"Consumers are still spending, but less on televisions, and more on luggage. They are also spending less on goods and more on services," says Aadil Zaman. "Consumer staples had the higher beat rate during earnings season. However, earnings growth is decelerating. Food and personal products and beverages are the best performers. Though, consumers are getting pinched by Fed rate hikes, mortgage rates, and gas prices," Matt Miskin adds. Finally, Zaman provides his stock picks: Tesla (TSLA), Amazon (AMZN), Booking Holdings (BKNG), and Home Depot (HD).
Labor intensive companies have an uphill battle to maintain margins and protect sales, says Tom Plumb. He talks about how inflation is impacting the U.S. economy. He also goes over how the last cycle of fear has hit high growth tech stock disproportionately. He then goes over his stock picks Booking Holdings (BKNG), American Express (AXP), and AMD Inc. (AMD). Tune in to find out more.
Expedia (EXPE) stock price today was down over 6% and hit a 52-week low. "The recovery of the travel stocks is already priced into the prices. Investors are now questioning whether a recession or higher inflation will happen," says Jed Kelly. Oppenheimer has a market perform rating for the EXPE, ABNB, and TRIP stocks. Can Expedia's CEO, Peter Kern, execute a strategy in a competitive environment? Also, Oppenheimer has an outperform rating for the Booking (BKNG) stock. "Will Airbnb (ABNB) have enough supply to fulfill the demand? The app changes are trying to mitigate this," Kelly adds.
Busy week for investors as the April jobs report came two days after the Federal Reserve raised interest rates a half-percent. (0:30) Ron Gross and Jason Moser discuss: - Pitfalls and potential for stock investors - Rocky times for e-commerce companies Etsy, Shopify, and Wayfair - Booking Holdings and Marriott leading the travel industry - AMD defying expectations - Under Armour hitting an 11-year low - The latest from Zillow, Block, and Starbucks (19:00) Malcolm Ethridge, CFP and host of “The Tech Money Podcast”, weighs in on the Nasdaq selloff and the potential for commercial real estate. He also offers a sneak preview of his upcoming book! (34:15) Jason and Ron discuss a new breakfast innovation and share two stocks on their radar: Outset Medical and Domino's Pizza. Stocks discussed: ETSY, SHOP, W, BKNG, MAR, AMD, Z, ZG, SQ, UA, UAA, SBUX, OM, DPZ Looking for 15 more stocks and 5 ETFs? Get a copy of our free investing starter kit at http://fool.com/starterkit Host: Chris Hill Guests: Jason Moser, Ron Gross, Malcolm Ethridge Engineer: Dan Boyd
Booking Holdings (BKNG) earnings report revealed $3.90 in EPS and $2.7B in revenue, beating estimates. The BKNG stock price is rallying in the post-market session, being up over 10%. Qorvo Inc. (QRVO) earnings call showed $3.12 in EPS and $1.17B in revenue. The QRVO stock price is down 5% in the post-market session. Finally, Nicole Petallides and Caroline Woods discuss Etsy Inc. (ETSY) earnings report which indicated $0.60 in EPS and $579.27M in revenue, beating estimates. The ETSY stock price is down over 11% following the announcement.
The U.S. economy added 1.7 million jobs in the 1st quarter of 2022. Meanwhile, the stock market gave investors a negative quarter for the first time in two years. (0:30) Emily Flippen and Tim Beyers discuss the relative strength of the economy, as well as: - Booking Holdings CEO Glenn Fogel's prediction for summer travel - Baidu being added to the SEC's list of stocks potentially facing delisting - Chewy's struggles in its latest quarter - Brand growth continuing in the hard seltzer market - The latest from Lululemon, FedEx, and Five Below (19:00) David Gardner, co-founder of The Motley Fool, shares advice for investors rattled by recent underperformance in the market, a few Rule Breaker stocks he believes look attractive at their current prices, and the launch of The Motley Fool Foundation. (36:30) Tim and Emily share two stocks on their radar: Jamf Holding and Rover Group. To be part of The Motley Fool Foundation, join us here - www.foolfoundation.org Stocks discussed: BKNG, BIDU, CHWY, LULU, FDX, FIVE, SAM, BUD, Z, TTD, NFLX, AXON, NVDA, JAMF, ROVR Host: Chris Hill Guests: Emily Flippen, Tim Beyers, David Gardner Engineer: Rick Engdahl
Before you buy that stock, have you thought about why you're buying it? It can help (in part, for future reference) to go through the process of writing out your investment thesis. (0:25) Jason Moser discusses: - Recognizing short-term catalysts - Why home improvement is "one of the most obvious long-term trends out there" - Travel and return-to-work being two trends worth watching (15:45) Using language-learning app Duolingo as an example Alicia Alfiere shares key questions to ask when writing an investment thesis, including: - What are its competitive advantages? - Who's running the company? - Will broader trends help or hurt? Stocks discussed: BKNG, HD, LOW, MSFT, DUOL Host: Chris Hill Guest: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Rick Engdahl
A sudden upswing for stocks late in the week is only the latest reminder of why it's a bad idea to try and time the market. (0:40) Jason Moser and Ron Gross share data that proves staying in the market is much more efficient (and lucrative) for investors than jumping in and out, and discuss: - Etsy increasing their seller transaction fee - Block's transaction revenue growth - Home Depot and Lowe's getting different reactions from similar 4th-quarter reports - The latest from Beyond Meat, Mercadolibre, Fulgent Genetics, and Booking Holdings (19:20) Chief Investment Officer Andy Cross talks with Jeff Green, CEO of The Trade Desk. (32:00) Jason and Ron answer a listener's question about how to build a portfolio. Jason's radar stock is Zoom Video and Ron unveils his "Resilient Basket" of stocks! (Costco, Disney, Domino's Pizza, Home Depot, Microsoft, Target) Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com Stocks discussed: ETSY, SQ, HD, LOW, BYND, MELI, FLGT, BKNG, ZM, COST, DIS, DPZ, MSFT, TGT Host: Chris Hill Guests: Jason Moser, Ron Gross, Andy Cross, Jeff Green Engineer: Rick Engdahl, Austin Morgan
This week we're taking a look at Airbnb, a well-known travel company that's strongly positioned to benefit from the potential surge in international travel as the pandemic begins to ease and the world reopens. Companies mentioned in the discussion include ABNB, BKNG, EXPE, MAR, HLT. ----- If you enjoy this episode, please consider subscribing at https://telescopeinvesting.com/subscribe and following the hosts: @LukeTelescope @AlbertTelescope
QuickFS Link: https://quickfs.net/?via=focused Twitter: @Focusedcompound Email: info@focusedcompounding.com Focused Compounding is an exclusive, members-only site for buy and hold value investors. Inside, you will find research writeups written by hedge fund manager, Geoff Gannon. Experience all this in the company of investors who follow the principles of Buffett, Munger, and Fisher instead of the whims of the crowd. Please read our Disclaimer: https://focusedcompounding.com/discla
Vacasa's CEO Matt Roberts joins David Drapkin to discuss what makes Vacasa a compelling addition to investors' portfolios as it goes public via SPAC. Vacasa is a vacation rental management platform that is going public via TPG Pace Solutions (TPGS) in a $3.7 billion EV deal that was announced this summer.More on Vacasa: https://www.vacasa.com/More on TPG Pace Solutions (TPGS): https://www.tpg.com/pace-solutions Discussion DetailsMatt Roberts - Career HistoryOverview of Vacasa's business Vacasa vs. BKNG, EXPE, ABNBCovid tailwinds in travelWhat does second home supply look like?Growth prospects Why go public now, and private to public transitionCFO Jamie Cohen and Vacasa's Leadership Why SPAC vs. other capital market routesValuation in context Partnership with TPGWhat's Matt most excited about
James Hardiman, Managing Director of Equity Research/Leisure at Wedbush Securities, and Dan Wasiolek, Senior Equity Analyst at Morningstar, discuss takeaways from Expedia's (EXP) earnings whose 2Q revenue came in at $2.11B versus and estimated $2.00B. They also talk about other travel stocks such as Airbnb (ABNB), Booking (BKNG), Trip Advisor (TRIP), and Trip.com (TCOM), and the impact of the delta variant on travel stocks. Tune in to find out more.
Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can't get its own email system on the cloud under control. How Booking.com's (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
Tax cheating and Trump Inc. A look at the business implications of the Trump Organization's alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers? How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
You don't have to buy a stock at the IPO to be a great investor. (0:45) - Long Term Investing: What If You Invested In The High Flying Stocks? (10:00) - Creating A Strong Portfolio For Outperformance: Stocks To Keep On Your Radar (16:25) - It's Never To Late To Invest: Company Valuations (19:40) - Episode Roundup: NVDA, AMZN, URI, PYPL, LULU, RH, EL, AMD, BKNG, JPM, BAC, UNH, JNJ, ULTA Podcast@Zacks.com
Hospitality is a fast-growing industry boasting popular names including $ABNB, $BKNG, and $EXPE. International student and investor, Max d"Amore (@max_damore) joins the pod today to break down what this industry entails, and the best ways to gain exposure to it.
In this week’s episode, Simon breaks down Registered Education Savings Plans (RESP). We then talk about twelve companies that should benefit from a reopening economy. Tickers of stocks discussed: MA, V, DIS, IDG.TO, LYV, FUN, SIX, SU.TO, BKNG, EXPE, BPY-UN.TO, GOOG Want to send us a question? Check out our Anchor.fm link in the description below and leave us a voice message! Getstockmarket.com Candian Investor Pod Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Links mentioned: Gov. of Canada RESP website: https://www.canada.ca/en/services/benefits/education/education-savings/resp.html CESG application site: https://www.canada.ca/en/services/benefits/education/education-savings/savings-grant.html Canada Learning Bond: https://www.canada.ca/en/services/benefits/education/education-savings/savings-grant.html CNBC Stimulus Check Survey: https://www.cnbc.com/2021/03/08/how-the-young-plan-to-spend-stimulus-checks-deutsche-bank.html --- Send in a voice message: https://anchor.fm/the-canadian-investor/message
Travel companies are beginning to see green shoots as coronavirus vaccines roll out around the world. Is there still time to get in? (0:20) - Where To Invest When Things Slowly Get Back To Normal (3:30) - Will Travel Stocks Benefit The Most When The Economy Reopens (7:20) - Tracey’s Top Stock Picks (26:00) - Episode Roundup: PLYA, HT, EXPE, TRIP, TRVG, BKNG, RCL Podcast@Zacks.com
Travel companies are beginning to see green shoots as coronavirus vaccines roll out around the world. Is there still time to get in? (0:20) - Where To Invest When Things Slowly Get Back To Normal (3:30) - Will Travel Stocks Benefit The Most When The Economy Reopens (7:20) - Tracey’s Top Stock Picks (26:00) - Episode Roundup: PLYA, HT, EXPE, TRIP, TRVG, BKNG, RCL Podcast@Zacks.com
這集閒聊比較多一點啦,後面聊 OTA 平台們,BKNG, ABNB, EXPE 以及疫情後可以觀察的一些產業,如果有看好要佈局要提早,等到大家開始報復性旅遊出行時一定就慢了。 本集節目由《英雄聯盟:激鬥峽谷》贊助 李星給酷 +Q、Rock 熟撞到對面失智煮熟、布里茲屌拉屌槌,通通都在手機裡面。 下載連結:https://riotgames.sng.link/Daafs/pj1j -Telegram 頻道:https://t.me/Gooaye
In this week's episode of Reformed Millennials, we're talking about the crazy week in the markets and in the news. Buffet buying Pharma. WFH stocks like Peleton getting smoked and the crazy conservative rush to the new social media app - Parlar.Broc and Joel do their best to help make sense of one of the craziest weeks on Wallstreet.Listen on Apple, Spotify, or Google Podcasts.If you aren’t in the Reformed Millennials Facebook Group join us for daily updates, discussions, and deep dives into the investable trends Millennials should be paying attention to.👉 For specific investment questions or advice contact Joel @ Gold Investment Management.📈📊Market UPDATE💵📉All-Time HighsMarkets broke records last week.The iShares MSCI ACWI ETF tracks the largest companies in developed and emerging markets. $ACWI gapped up on Monday and retested former highs.Bitcoin is at it again. $BTC.X ticked $17,880, only 11.5% away from its highest price ever. Riot Blockchain ripped on no notable news. The stock gained 48% and traded more shares today than ever before. Disney, at podcast favorite, topped revenue expectations. The company now has more than 73 million paid subscribers to its Disney+ streaming service.Here are the stats: EPS: ($0.20) vs ($0.71) est.Revenue: $14.71B vs $14.20B est.Parks, Experiences, and Products: $2.58B -61% YoY$DIS CEO Bob Chapek said this:Even with the disruption caused by COVID-19, we’ve been able to effectively manage our businesses while also taking bold, deliberate steps to position our company for greater long-term growth. The real bright spot has been our direct-to-consumer business, which is key to the future of our company, and on this anniversary of the launch of Disney+ we’re pleased to report that, as of the end of the fourth quarter, the service had more than 73 million paid subscribers – far surpassing our expectations in just its first year.$DIS was up 5% after hours.🦠Vaccine #2 - Moderna🦠Vaccine UpdatesModerna’s COVID vaccine is 94.5% effective. This morning, the Company released the results of its Phase 3 study.$MRNA said the vaccine remains stable for 6 months, can be refrigerated for 30 days, and stays at room temperature for 12 hours. That’s great news for potential global distribution. Juan Andres, Moderna’s Chief of Technical Operations, said: We are pleased to submit these extended stability conditions for mRNA-1273 to regulators for approval. The ability to store our vaccine for up to 6 months at -20° C including up to 30 days at normal refrigerator conditions after thawing is an important development and would enable simpler distribution and more flexibility to facilitate wider-scale vaccination in the United States and other parts of the world. One day at a time, ladies and gentlemen. Vaccinations could begin in the second half of December, Fauci said. Vaccinations are expected to begin with high-risk groups and to be available for the rest of the population next spring. Read the press release here🐣Warren Buffet and Berkshire’s New Bets on Big Pharma🐥Warren Buffett’s Berkshire Hathaway (BRK-A, BRK-B) is loading up on drug stocks.During the third quarter, the holding company revealed new stakes in big pharmaceutical names like AbbVie, Bristol Myers Squibb, Merck, and Pfizer — one of the major companies pioneering a COVID-19 vaccine.According to a 13-F regulatory filing, Berkshire snapped up approximately 21.2 million shares of AbbVie (ABBV), a stake valued near $2.09 billion based on Monday’s closing price. Berkshire also purchased 29.9 million shares of Bristol Myers Squibb (BMY), 22.4 million shares of Merck (MRK), and 3.7 million Pfizer (PFE) shares during the quarter, the filing shows.📃Airbnb Filing its S-1🌍Airbnb seeks to raise $1 billion on the Nasdaq under the ticker “ABNB”. It has more than 4 million hosts that have earned cumulatively $110 billion from 825 million guests. In 2019, Airbnb generated a Gross Booking Value of $38 billion, a 29% YoY increase from 2018; plus revenue of $4.8 billion, a 32% YoY increase from 2018. In the nine months of 2020, however, it had $18 billion GBV, down 39% YoY, and $2.5 billion revenue, down 32% YoY. Silver Lake is the biggest holder of Class A shares (23.5%) while Sequoia Capital holds the most Class B shares (16.6%). Sequoia also has the highest percentage of voting power prior to IPO (16.5%). In the “risk factors” section, Airbnbit lists laws like CDA, Section 230, DMCA, fair use doctrine, and the EU’s E-Commerce Directive as possible areas where the company could face liability. Joel’s Airbnb Notes:Airbnb’s biggest competition is Booking.com and on many metrics it’s much less profitable and struggles to scale as well as it should.Quick comparison of per room night economics of BKNG vs ABNB It appears BKNG generates as much Contribution $/room night as ABNB does GP$/room night. And BKNG generates more EBITDA/room night than ABNB does Contribution $/room night. 🌊 Hottest Links We Read Last Week 🌊Apple's disruption of Intel:Apple Silicon and the eclipse of Intel. As expected, Apple launched the first Macs using its own custom-designed SoCs (system-on-a-chip), replacing Intel with version of the chips it already creates for iPhones and iPads. These are outwardly identical versions of existing Macs (two laptops and the budget Mac Mini), not new designs (no touch etc), BUT - Apple's silicon is getting at least double the performance of Intel chips, with dramatically better battery life. This is partly the shift to ARM architecture, partly Apple execution, and partly TSMC's shift to a 5nm process. Intel has massively dropped the ball here - Apple designs these chips and TSMC manufactures them with a process Intel can't match. Over the next 18 months Apple will roll this out to the rest of the Mac line-up - expect the higher-end models to have even more dramatic performance leads. Three things to think about:Apple will take a big bite out of the top half of the PC market, but this doesn't much matter for anyone else - PCs/Macs have not been the playing field for company creation for a long time.Stellar execution from Apple - out-designing Intel (and Qualcomm) in semiconductors and shifting its operating system to a new platform seamlessly with all current software running unchangedThis is classic disruption: ARM and mobile are overtaking Intel's core PC business from underneathTechnology:In 1850, a decade before the Civil War, the United States’ economy was small—it wasn’t much bigger than Italy’s. Forty years later, it was the largest economy in the world. What happened in-between was the railroads. They linked the east of the country to the west, and the interior to both. They gave access to the east’s industrial goods; they made possible economies of scale; they stimulated steel and manufacturing—and the economy was never the same.Survival:Forecasting:Government researchers have confirmed that the steep decline in air traffic during the coronavirus pandemic has affected the quality of weather forecasting models by sharply reducing the amount of atmospheric data routinely collected by commercial airliners.Tax base:The top 1% of New Yorkers reported a combined $133.3 billion in income in 2018, according to new data released last month by the city’s Independent Budget Office. They paid $4.9 billion in local income taxes, making up 42.5% of total income tax collected by the city.Those numbers show how the decisions of a tiny number of millionaires and billionaires could have huge fiscal consequences for a city of more than 8 million people. In 2018, 1,786 tax filers earned more than $10 million or more. Get on the email list at www.reformedmillennials.com
Booking Holdings Inc. (NASDAQ: BKNG) Q2 2020 earnings call dated Aug. 06, 2020 Corporate Participants: Glenn D. Fogel — Chief Executive Officer and President David I. Goulden — Executive Vice President and Chief Financial Officer Analysts: Kevin Kopelman — Cowen — Analyst Chris Kuntarich — Deutsche Bank — Analyst Alex Wang — Morgan Stanley — Analyst Eric Sheridan — UBS — Analyst Naved Khan — SunTrust — Analyst Deepak Mathivanan — Barclays — Analyst Dae Lee — JPMorgan — Analyst Stephen Ju — Credit Suisse — Analyst Justin Post — Bank of America — Analyst Mark Mahaney — RBC — Analyst Daniel Powell — Goldman Sachs — Analyst Lee Horowitz — Evercore ISI — Analyst --- Send in a voice message: https://anchor.fm/earningspodcast/message Support this podcast: https://anchor.fm/earningspodcast/support
A quick look at the leading OTA's Q2 results --- Support this podcast: https://anchor.fm/the-science-of-hitting/support
In this episode we talk about trends that have significant tailwinds now and in the future. These trends can represent some interesting investing opportunities for those who have a long-term investing strategy. As you’ll see, some of these trends are extremely long-term and some of us might not even live to see their end-game. We hope that you enjoy the episode! Tickers of stocks discussed : V, MA, MELI, PYPL, SQ, TDOC, AMZN, AAPL, ISRG, ILMN, BMY, CRSP, NVTA, ATVI, TCEHY, SE, BKNG, LYV, DIS, SPCE, HEXO.TO, WEED.TO, APHA.TO, ACB.TO. CSU.TO, OTEX.TO, ENGH.TO, ROP, LMT --- Send in a voice message: https://anchor.fm/the-canadian-investor/message
- Jim Cramer Follows Anthony - Review of Episode 2 Picks - Upcoming News (Earnings reports - Banks, Inflation Data, China, Unemployment) - What if Section: Biden Presidency (Corporate Taxes), China/US Tensions - Pot Stocks -Questions from the Audience -$MELI, $TSLA, $GOOGL, $BKNG, $BABA, $SHOP $MDB $DDOG $FSLY, $LVGO, $CRISPR --- Support this podcast: https://anchor.fm/poundingthetable/support
PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show, we discuss…. - MSFT's coronavirus warning - Earnings from SQ, BKNG, LB, BBY Featured Guest: Gordon Johnson, GLJ Research (36:00) For FASTER NEWS and IN-DEPTH market data, check out Benzinga Pro. For a free two-week trial go to https://pro.benzinga.com/?afmc=6c Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune in to the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.
This week on The Canadian Investor Simon and Braden talk about the impact the Coronavirus could have on some sectors and companies. We finish the episode with our Tip of the D’eh! Tickers of stocks mentioned : AAPL, AC.TO, TDOC, CCL, RCL, NCLH, DIS, EXPE, BKNG, TSLA, SPCE, BCE.TO, SJR-B.TO, T.TO, RCI-B.TO, CAR-UN.TO, AQN.TO, JD, BABA --- Send in a voice message: https://anchor.fm/the-canadian-investor/message
Growth stocks continue to hit new all-time highs nearly every day but that doesn’t mean value investors have to sit on the sidelines. (0:30) - Stocks Are Going Parabolic (3:50) - Value Investing Plan For A Growth Market (12:10) - Tracey's Top Stock Picks (18:20) - Episode Roundup: FB, GOOS, BKNG, PXD, IIPR Podcast@Zacks.com
Growth stocks continue to hit new all-time highs nearly every day but that doesn’t mean value investors have to sit on the sidelines. (0:30) - Stocks Are Going Parabolic (3:50) - Value Investing Plan For A Growth Market (12:10) - Tracey's Top Stock Picks (18:20) - Episode Roundup: FB, GOOS, BKNG, PXD, IIPR Podcast@Zacks.com
On this show we discuss Booking Holdings. Find out why Ryan gave it a rating of 7.4 and Brett a rating of 6.3. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/chit-chat-money/support
Greece has been through a rough decade with the financial crisis and austerity. Here’s how you can invest for its rebound. (0:45) - Is Greece Making A Comeback? (4:55) - International Investments Into Greece (11:10) - Tourism, GDP and Debt (15:45) - Best Ways to Invest Into Greece (23:20) - Episode Roundup: GREK, AAL, UAL, RCL, BKNG, EXPD, TRIP, FB, PINS Podcast@Zacks.com
There's reason for concern and the market's overall not cheap, but there's plenty of reason to believe we're headed higher. Here are some companies still offering value and solid long term footing. BWA, DIS, BKNG
Stock Stories | Case Studies and Mental Models for Individual Investors
Formerly known as Priceline.com, Booking Holdings is a group of travel websites that allow people to have direct access to hotel, rental car, and restaurant listings. They are one of the bigger players in the Online Travel Agency (OTA) space. Though they compete heavily with other websites, they have delivered solid returns to shareholders. --- alex@stockstoriespodcast.com Instagram: stockstories1
Our app publishes these earnings calls shortly after they are available. If you don't want to wait until we publish it on this podcast, use our app to listen right away. We've created a dedicated earnings calls listening app with a library of thousands of calls. Our app lets you set "new call" notifications, download earnings calls, and see the date of the earnings call. App Store: https://itunes.apple.com/us/app/borsa-earnings-calls/id1414117603?mt=8 Google Play Store: https://play.google.com/store/apps/details?id=com.borsahq.earningscalls Weekly Email List (week's earnings calls, product updates, special offers, etc.): http://eepurl.com/dCZ5AH Video Demo: https://www.youtube.com/watch?v=OALinunnRjc&t=20s Welcome to Earnings Season. Our goal is to make listening to earnings calls easier. We upload relevant and newsworthy earnings calls for easy listening. To request a company's earnings call, email borsaHQ@gmail.com. App Store Play Store Twitter Instagram StockTwits
This week, on the Wise Investor Show, Simon discusses how powerful compounding can be in the stock market, but that it is backend loaded. Only through an extensive time commitment and patience will the math really work in investors' favor. Investors relatedly underestimate the power of compounded shareholder earnings distributed through dividends and share buybacks. Simon also relays the latest news from BKNG and CVX. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
In this episodem I take a walk on the wild side and for the first time talk in detail about a company that is not on the NZX. This is not because there was not enough news on the NZX but more because I felt like doing something different. Another reason is because I think they are a phenomenal company that not only has a wonderful track record but also an extremely bright future. That company is none other than Booking Holdings, they trade on the NASDAQ under the ticker code BKNG and they are everything that I look for in a company. The fundamentals and product are easy to understand, they are loved by their customers, they have excellent economics and fantastic prospects. I believe that the shares are undervalued and the market capitalisation should be around $100 billion. A reminder today that nothing that I say on this episode should be considered financial advice, there is also nothing to say that my opinions about the company are right. So you should always do your own research. Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts. If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz
This week, on the Wise Investor Show, it is the bull market's 10th birthday and Simon reviews how mutual fund flows, sentiment data and anecdotal experience point to how consistently unloved it has been. The lack of exuberance may actually extend its life. Simon also discusses reasons to stay optimistic in the midst of the expected consolidation of the early 2019 market gains. He offers some takeaways from the Berkshire Hathaway annual shareholder letter and the latest from CVX, AAPL, ORAN and BKNG. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
What's On Your Mind is a show that provides listeners with current and relevant market analysis through the eyes of senior trading mentors at the Institute of Trading and Portfolio Management. This podcast represents an audio extract from an original YouTube series which can be visited at the "InstituteofTrading" YouTube channel and provides charts and other supplementary material to compliment the conversation. This time on What's On Your Mind, Chris Quill talks to Ross Williams and Jason McDonald. Discussion topics include: Equity ideas - BKNG and QLYS Market mispricing of macro events in Q4 2018 Macro analysis - understanding the global supply chain and specific indicators to consider Brexit Enjoy the show, and don't forget to subscribe!
We've created a dedicated earnings calls listening app with a library of thousands of calls. Our app lets you set "new call" notifications, download earnings calls, and see the date of the earnings call. App Store Link: bit.ly/FreeQuarterlyEarningsCalls Want to be notified when our Android app is out? Join the Android email list: http://eepurl.com/ggQMVX Free Newsletter: http://eepurl.com/dCZ5AH Video Demo: https://www.youtube.com/watch?v=OALinunnRjc&t=20s Welcome to Earnings Season. Our goal is to make listening to earnings calls easier. We upload relevant and newsworthy earnings calls for easy listening. To request a company's earnings call, email borsaHQ@gmail.com.
If only an investor could buy companies that were on the cutting edge. How do you find those stocks? (0:15) - Who Is Winning In Innovation? (2:00) - Is Tesla Still Moving In The Right Direction? (7:30) - Strong Push Into Wearable Health Technology (10:15) - Possible 2019 Airbnb IPO (16:40) - Amazon;s Retail Innovations: Amazon GO Stores (22:30) - Nike Plus and Self Tying Shoes (25:15) - Episode Roundup: SPOT, TSLA, AAPL, BEAT, BKNG, AMZN, NKE Podcast@Zacks.com
PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show we discuss…. - Earnings from HPQ, SQ, JD, BKNG and more - A development in the BMY/CELG merger - RKDA getting into cannabis Featured Guests: Kenny Glick, Hitthebid.com (34:50) Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune into the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.
PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show we discuss…. - The Street's reaction to earnings from GOOG, GILD, EL, RL and more - A technical setup in SQ - Ratings changes to BKNG and KHC Featured Guests: Jerremy Newsome, Reallifetrading.com Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune into the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.
This week on the Wise Investor Show, a discussion of the sharp selloff in the stock markets, they mention the market's response to the Fed's recent hike and how investors are pricing in a potentially changing environment. Also, a relay of what we are hearing from nervous clients and the perspective it can provide for others. Finally, an analyzation of the case for BKNG and an update on JNJ. To reach Simon Hamilton, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.
The strong global economy has created a boom in the travel industry as consumers splurge on hotels, cruises, timeshares and exotic trips. (0:20) - Travel Stocks To Watch (1:35) - TripAdvisor and Their New Website (9:15) - The Many Websites For Booking Your Vacation: Expedia and Booking.com (Priceline) (14:30) - The Airbnb Experience (17:40) - The Cruise and Train Line Attractions (24:50) - Playa Hotels & Resorts and Publicly Traded Airports (31:20) - Episode Roundup: TRIP, BKNG, EXPE, RCL, NCLH, BEL, PLYA Podcast@Zacks.com
As earnings season winds down, we are looking at strategies before, during, and after announcements. Last week, we did a skip-strike butterfly in GOOGL. Let's follow up on how that went. You can find more in The Options Playbook, which is always available on OptionsPlaybook.com, in on the Amazon Kindle edition. Specifically: A review of the skip-strike butterfly What has happened to GOOGL since then? BKNG (formerly Priceline) is about to announce earnings Setting up the trade Selecting strikes, expiration What is the cost? What do we want to happen? Why a butterfly versus a skip strike butterfly? And more... Do you have a question that you want answered on a future episode? Send them to Brian at theoptionsguy@invest.ally.com, or to the Options Insider at questions@theoptionsinsider.com.
As earnings season winds down, we are looking at strategies before, during, and after announcements. Last week, we did a skip-strike butterfly in GOOGL. Let's follow up on how that went. You can find more in The Options Playbook, which is always available on OptionsPlaybook.com, in on the Amazon Kindle edition. Specifically: A review of the skip-strike butterfly What has happened to GOOGL since then? BKNG (formerly Priceline) is about to announce earnings Setting up the trade Selecting strikes, expiration What is the cost? What do we want to happen? Why a butterfly versus a skip strike butterfly? And more... Do you have a question that you want answered on a future episode? Send them to Brian at theoptionsguy@invest.ally.com, or to the Options Insider at questions@theoptionsinsider.com.
Taking a vacation? Online travel agencies are one of the first places consumers go when planning their trips. We look at Booking Holdings and TripAdvisor as two options for investors in this massive, lucrative market. Stocks: FNKO, TRIP, BKNG
Nesse cast vamos falar sobre a nova bebida histórica da Coca-Cola. Quer saber o que a Coca lançou no Japão que nunca havia feito antes na sua história ? Saiba essas e muitas outras respostas, como por exemplo se você for acionista da Inter ou da Starbucks não pode perder esse cast. Nesse cast falamos […] The post Papo de Dividendo #47: Coca-Cola – RBS – AAPL – JPDYY – SHCAY – BORGN – TSLA – BAYRY – TWTR – NFLX – DIS – SBUX – BKNG – AIRB – KO – BABA appeared first on Viver de Dividendos.