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Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housing investments. 01:34 Exploring the Housing Market05:39 The Home Builders Sector13:07 Top Home Builder Stocks27:33 Home Improvement Giants: Lowe's and Home Depot32:05 Economic Impact of Home Injuries32:49 Home Depot and Lowe's: Long-term Investments33:41 Dividend Growth and Share Buybacks34:43 Specialty Retail in Housing36:37 Sherwin Williams: A Success Story38:49 Investing in Construction Material Companies41:47 Exploring Real Estate Investment Trusts (REITs)47:29 ETFs for Housing Market ExposureCompanies mentioned: AOS, AZEK, AVB, DFH, FND, GRBK, HD, INVH, LEN, LL, LOW, MAA, MTH, NVR, RDFN, SHW, TREX, TTSH, ZSubscribe to our portfolio on Savvy Trader Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubeInvesting Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond's yield is a function of its market price, which can fluctuate; therefore, a bond's YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.Alpha is an AI research tool powered by GPT-4. Alpha is experimental and may generate inaccurate responses. Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.*Terms and Conditions apply.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and Dylan Lewis discuss: - Rocket Company's plans to own even more of the homebuying process with its all-stock purchase of Redfin. - ServiceNow's step into agentic AI and Salesforce's turf with its $2.8B purchase of Moveworks. (17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company's quarterly report after the bell today. Companies discussed: RDFN, RKT, NOW, MTN Host: Dylan Lewis Guests: Tim Beyers, Anthony Schiavone, Mary Long Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
DoorDash (DASH), TKO Group (TKO) and Williams-Sonoma (WSM) will join the S&P 500, and will officially begin trading on March 24. Redfin (RDFN) shares are rising on news that it will be acquired by Rocket Companies (RKT). And, Novo Nordisk (NVO) reports its latest weight-loss drug trial results.======== 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
Market weakness continued this morning, including in international companies like Novo Nordisk (NVO). Its next-gen weight loss drug trial results weren't enough to draw investors in. American Airlines (AAL), United Airlines (UAL) and Delta Airlines (DAL) all got price target cuts from Bernstein. One major rally was seen in Redfin (RDFN) with Rocket Companies looking to acquire the real estate small cap. Diane King Hall has more on the morning's biggest movers.======== 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
The S&P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are sour about the recent Fed meeting, and what long-term investors should focus on. - How American diners are responding to Darden Restaurant Group's value offers. - Rising home sales at Redfin. Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy. Companies discussed: DRI, TXRH, RDFN, FVRR, UPWK Host: Ricky Mulvey Guests: Anthony Schiavone, Mary Long, Alicia Alfiere Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
The Department of Justice has some questions about Nvidia's business. (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share repurchases by corporations. - Earnings from Dick's Sporting Goods and Dollar Tree. (18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry. Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&utm_campaign=share-btn_savedevents_share_modal&utm_source=link Host: Ricky Mulvey Guest: Jason Moser, Matt Frankel Producer: Mary Long Engineers: Dan Boyd, Chace Przylepa, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
For the second month in a row, our First Friday livestream was not actually on the first Friday. Alas, life happens. This month, Jeff and Jason talk about the upcoming earnings season, companies they're especially interested in hearing from, a few other earnings-related takes, answer viewer questions, and play a little game with some of the biggest losers they both still own. Companies mentioned: AMZN, BOC, CURI, CRWD, DOCN, ETSY, FIGS, LMND, ME, NFLX, OM, PTON, PYPL, RDFN, ROKU, SHOP, SLDP, STEM, TDOC, UPST, YTRA ***************************************** 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. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document Supporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold. (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors and traditional brokerages. - The potential effect on Redfin's growth story. - Why CoStar may be a winner in the shake-up. Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family. Link to receive the “5 Dividend Stocks” report: www.fool.com/dividends Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
AI has been a boon for Oracle's cloud business, but it's also creating a lot of questions for Adobe. (00:21) Andy Cross and Matt Argersinger discuss: - The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules. - Why AI is pushing Oracle up and Adobe down after earnings. - The numbers behind Williams-Sonoma's 18% spike, Kevin Plank's return to Under Armour, and Ulta's wild shrink story, (19:11) Motley Fool Money's Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount.. (34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems. Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
Redfin's Q4 2023 earnings call, unedited
Celebrities, talking cats, and bad animation, did those Big Game ads connect? (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The increasing bifurcation of the watching experience. - If it takes more than a celebrity or three to make a great ad. (19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers. Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST Get your 30-day free trial of Monarch Money at www.monarchmoney.com/fool Host: Deidre Woollard Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
Jason and Jeff answer listener questions live, discuss recent earnings results, and talk about what companies they're looking forward to hearing from in the coming weeks. Companies mentioned: ABNB, AMZN, AX, BIPC, BOC, BRK.A, BRK.B, DIS, META, OM, RDFN, SBUX, SHOP, SOFI, STEM, TREX, TXN ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ****************************************** Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate *Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more. For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule. All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information. ***************************************** 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
Offices = empty. Housing = expensive. But don't let the gloominess fool you! There are still bright spots in real estate markets. Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come. They discuss: - Three scenarios for housing affordability - A void that Blackstone and Brookfield could be looking to fill - Why REITs are poised for a rebound Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP Host: Deidre Woollard Guest: Matt Argersinger, Anthony Schiavone Producer: Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices
Redfin's Q3 2023 earnings call, unedited
Housing is expensive, rates are high, but the cut going to agents might be going down. (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork's bankruptcy. (16:13) Motley Fool Money's Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices. Companies discussed: RDFN, UBER, AAPL, SBUX Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl
Can Elon Musk build a $30,000 EV that everyone wants to drive? (00:15) Tim Beyers and Deidre Woollard discuss: - Tesla's compressing margins. - Robots with brains and Tesla's take on the AI universe. - How Netflix is becoming a global television network. (22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Realtors. Claim your Stock Advisor discount: www.fool.com/mfmdiscount Companies discussed: TSLA, NFLX, RDFN, RMAX, HOUS Host: Deidre Woollard Guests: Tim Beyers, Greg Robertson Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks
If you bank with the one of the giants, you might be helping pad their bottom line. (00:21) Jason Moser and Matt Argersinger discuss: - Why they're watching margins and inventory levels this earnings season. - How interest rate spread pushed JP Morgan to a stellar quarter. - How short sellers are creating big YTD returns for beaten up companies. (19:11) Deidre Woollard speaks with Steve Wyett, the Chief Investment Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. (31:29) Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt Engineer: Dan Boyd
⏱️60 Seconds #CPI $CGC $MARA $STM $PKX $CSCO $RDFN Rebel's Edge today 1pm
The numbers for the first half of the year look strong for car sales, will EV sales start being a bigger piece of the pie? (00:21) Tim Beyers and Deidre Woollard discuss: - If the strong numbers for new car sales will continue. - The power of Tesla's brand in the EV space. - Why we shouldn't get too excited about the prospect of flying cars yet. (21:25) Small landlords still make up the bulk of single-family rentals. Deidre Woollard interviews Bigger Pockets's podcast host Dave Meyer on the demographic shifts impacting real estate investing. Companies discussed: GM, TSLA, JOBY, OPEN, RDFN, EVTL, ACHR Host: Deidre Woollard Guests: Tim Beyers, Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton
Whether it's driving, picking stocks, or fighting chimpanzees, humans often overestimate their actual skill level. In this week's show, Jason and Jeff discuss this reality, and what you can do as an investor to counter your own human nature. Topics include discovering the difference between luck and skill with investing, how to find useful lessons, and the power of humility and giving yourself grace. (Hat tip to Alex Morris for a tweet that inspired part of today's show.) In the second part of the show, Jason and Jeff argue over whether we're in a bull market or not, and whether it really matters. (Hint, it doesn't, except for when it does.) Companies mentioned: AAPL, AMZN, FRC, MELI, META, MSFT, RDFN, ZM 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/Smatterfolio2023 Alex Morris' tweet: https://twitter.com/TSOH_Investing/status/1673696074312167425
If you want to unlock the value of Berkshire Hathaway's many businesses, why not buy them separately yourself? Here's how. (0:30) - What Can You Learn From The Latest Berkshire Hathaway Meeting? (6:20) - Creating Your Own Berkshire Hathaway Portfolio (27:10) - Episode Roundup: UNP, HVT, HSY, SIG, RDFN, COMP Podcast@Zacks.com
If you want to unlock the value of Berkshire Hathaway's many businesses, why not buy them separately yourself? Here's how. (0:30) - What Can You Learn From The Latest Berkshire Hathaway Meeting? (6:20) - Creating Your Own Berkshire Hathaway Portfolio (27:10) - Episode Roundup: UNP, HVT, HSY, SIG, RDFN, COMP Podcast@Zacks.com
Investing's biggest weekend is almost here. (00:21) Ricky Mulvey and Asit Sharma discuss: - Johnson & Johnson's spin-off of its consumer health company, Kenvue. - If Darden Restaurants is getting a good deal on its acquisition of Ruth's Hospitality Group. - Yum! Brands quarter, and what it says about the global economy. (12:42) Deidre Woollard and Matt Frankel look ahead to Berkshire Hathaway's annual meeting, taking place this weekend. Companies discussed: JNJ, KVUE, PG, RUTH, DRI, YUM, BRK.A, BRK.B, RDFN, OXY, CVX, AAPL Host: Ricky Mulvey Guests: Asit Sharma, Deidre Woollard, Matt Frankel Engineer: Dan Boyd
After spending a year getting rid of its iBuying business, how should investors regard Zillow Group? (0:21) Jim Mueller discusses: - How Zillow is (in some ways) at a fresh starting point - The growing skepticism around iBuying as a profitable business - 1 thing to watch when Redfin reports after the closing bell (9:25) Ricky Mulvey and Sanmeet Deo discuss companies that are flying under Wall Street's radar, in part because of where they're located. Companies discussed: ZG, OPEN, RDFN, LULU, TSCO, SHAK, WINA Host: Chris Hill Guests: Jim Mueller, Sanmeet Deo Producer: Ricky Mulvey Engineer: Rick Engdahl
Mailbag! This week, Jeff and Jason answer questions about valuing companies who've gone through major changes in their business, a group of renewable energy stocks, the chances some really beaten-down stocks can recover, stock-based compensation, and some interesting data about stock returns. After the ad break, we play "tell me I'm wrong," and now Jason is going to blow up his portfolio. Stay tuned for more on that… Companies discussed: COIN, DHI, DMTK, FLGT, MRNA, RDFN, TWLO, UPST 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
You don't put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss: - How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software company Companies discussed: CMG, WDFC, GGG, TREX, RDFN, WEST, MSTR Host: Ricky Mulvey Guest: Bill Mann Engineer: Tim Sparks
Sit back and take a load off, let me tell you a story. Better yet, let's have some friends around to tell five stories. Stock stories. Full of ups and downs, lessons from history, hopes for the future... it's all there for the learning! (5:45) You Dropped Out of Harvard For THIS? (13:58) Discover My Biggest Winning Stock! (22:15) Better Late Than Never (34:00) Changing the World Is Hard (45:50) Listen to, and Learn from, The Market Cap Game Show Stocks Mentioned: CPNG, XPEL, MSFT, RDFN, SAM Host: David Gardner Guests: Rick Munarriz, Auri Hughes, Alyce Lomax, Jim Mueller Producer: Rick Engdahl
Let's get Reckless! Jeff and Jason are joined by three guests to talk about the coming year, and make a wide range of predictions about stocks and the markets broadly. Wondering what Zoom will do with all its cash next year? Whether Bitcoin will outperform bonds? What will Salesforce's Marc Benioff try to buy? We try to answer some of those – and a lot more – with the help of Tyler Crowe, Travis Hoium, and Deidre Woollard Companies mentioned: ABNB, AMZN, ASAN, BOC, COLD, CRM, CRWD, CVNA, KSS, LTCH, OM, PLD, RDFN, TPIC, ZM and more. Where to find our guests on Twitter: Tyler Crowe: @Tyler_M_Crowe Travis Hoium: @TravisHoium Deidre Wollard: @Deidre We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow
December mailbag! In this episode, Jason and Jeff answer listener questions about companies the market has right and wrong, how Jeff decides what to buy each week, valuation metrics, and more. Then, Jason and Jeff reveal the Smattering 2023 Portfolio, a fun stock-picking competition that will benefit multiple charities and include stock picks from listeners! Companies mentioned: ABNB, ASAN, BOC, LTCH, OM, RDFN, TPIC, ZM We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta (19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change. (32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
The House That Mickey Built appears to be struggling. (0:21) Tim Beyers discusses: - Disney's 4th-quarter financials disappointing Wall Street - How the media division is dragging down the parks division - Redfin shutting down its home-flipping business and laying off 13% of staff (14:13) Deidre Woollard talks with Bernie Marcus, co-founder of The Home Depot, about the retailer's early days and other observations from his book "Kick Up Some Dust: Lessons on Thinking Big, Giving Back, and Doing It Yourself". Companies discussed: DIS, NFLX, RDFN, HD Host: Chris Hill Guests: Tim Beyers, Deidre Woollard, Bernie Marcus Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Case Schiller Cracking in West Coast $Z $RDFN $JLL $CBRE $CWK @hfrfromthefloor takes another look at Cotton $CT_F and Hog Spreads @umichhockey #1 @NCAAIceHockey @Phillies try again today in Recession Drive to @MLB $ES_F $NQ_F $RTY_F $YM_F monthlies updated https://twitter.com/i/broadcasts/1rmxPkjPAXYJN
Build-to-rent housing is taking off and more home contracts are falling through. We're probably not headed for another 2008 in the housing market, but it sure is weird out there. We've got two views on residential real estate, from renting and home lending. Rent CEO Jon Ziglar joined Motley Fool Contributor Matt Frankel for a discussion about: - The numbers behind rent increases. - The rise of build-to-rent housing. - How the rental landscape shifted over COVID. Brandon Snow, Executive Director, at Ally Bank caught up with Motley Fool Contributor Marc Rapport for a chat about the residential real estate market, and why more home contracts are falling through. Stocks mentioned: RDFN, HHC, ALLY Hosts: Matt Frankel, Marc Rapport Guests: Jon Ziglar, Brandon Snow Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry, Spencer Daniel, Michael Schweitzer
This is the fun part of being a stock investor. Ricky Mulvey and Bill Mann, Director of Small Cap Research at The Motley Fool kick off their series on small cap investing. They discuss: - Why small cap investors have an opportunity to beat the market. - The metrics that really matter for small caps. - Spotting B.S. from younger companies. - One small cap trend catching our attention. Stocks mentioned: ANET, RDFN, CWH, NFLX, AMZN, CHD Additional resource: 4 Steps to Find Small-Cap Stocks (fool.com) Host: Ricky Mulvey Guest: Bill Mann Engineers: Dan Boyd, Tim Sparks
The UK's regulatory authority on competition has officially opened an investigation into Microsoft's deal to buy Activision Blizzard. (0:21) Bill Mann discusses: - Why Wall Street is shrugging off the news - What to expect when the decision is announced by September 1st - Amazon's deal to take a small stake in GrubHub - The prospect for more companies (e.g., Salesforce, Atlassian) to take stakes in smaller software companies (11:51) Deidre Woollard talks with Jacob Goldstein about his recent interview with Redfin CEO Glenn Kelman, the 3% commission model, and more. Got a question about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks mentioned: MSFT, ATVI, UBSFY, AMZN, JET, CRM, TEAM, RDFN, ZG Host: Chris Hill Guests: Bill Mann, Deidre Woollard, Jacob Goldstein Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Sports bet payoff in history is a brilliant mktng play! @hfrfromthefloor links @wef and $cl $rbob @WallStJesus shares tiger $stry $rdfn $dave $ddl @WendyRogersAZ on news org drift The sultan says "you will own nothing"
0:00 - SHOP 1:50 - ETSY 2:30 - RDFN, ZG, OPEN 4:04 - W 4:30 - AMZN 5:10 - GXO 6:14 - LYFT 7:04 - DHER 8:00 - Macro - 8:52 - #192 - El manual
In this episode of the Canadian Investor Podcast we discuss ten companies under 10 billion in market cap that are worth adding to any watchlist. Those companies are Redfin, Equitable Group, Docebo, Topicus, Innovative Industrial Properties, ANGI, Fiverr, TMX Group, Lemaitre Vascular and the Descartes Systems Group Tickers of stocks discussed: RDFN, EQB.TO, DCBO.TO, TOI.V, IIPR, ANGI, FVRR, X.TO, LMAT, DSG.TO Our Website Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital Sign up to Stratosphere for free
Twitter's board was going to look a little different. Not so much anymore. (time stamp) Tim Beyers joins Deidre Woollard to discuss: - The potential reasons why Elon Musk is jumping off Twitter's board. - Warner Bros. Discovery's first day as a publicly traded company. - A potential seller's strike at Etsy. (time stamp) Matt Argersinger joins Deidre in a discussion on how rising interest rates could impact Zillow and Redfin, and what those companies are doing differently from each other. Stocks discussed: WBD, T, DIS, TWTR, ETSY, ABNB, RDFN, ZG Host: Deidre Woollard Guests: Tim Beyers, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Annie Franks
You can find more on Joe here: https://twitter.com/SagaPartners In this conversation we cover: - deep dives into GoodRx and Redfin - why both companies are interesting Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing City Twitter: RyanReeves_ Or feel free to email us at service@investingcity.org Again, we really appreciate that you would take the time to listen. Hope it was valuable. Let us know if you have any questions!
Guy LeBlanc highlights tweets from Zach Morris, Michael A Gayed, Pomp, Mark Minervini, Jeremy Day, BahamaBen and more….
Wedbush's Ygal Arounian says that they have an outperform rating on the Zillow (Z) stock with a $153 price target as the company reported a mostly strong 2Q21 earnings beat. Regarding the Redfin (RDFN) stock, they also have an outperform rating as there were 40% more home purchased in 2Q than in all of 2020.
In this episode of the Canadian Investor Podcast we discuss ten companies under 10 billion in market cap that are worth adding to any watchlist. Those companies are Redfin, Equitable Group, Docebo, Topicus, Innovative Industrial Properties, ANGI, Fiverr, TMX Group, Lemaitre Vascular and the Descartes Systems Group Tickers of stocks discussed: RDFN, EQB.TO, DCBO.TO, TOI.V, IIPR, ANGI, FVRR, X.TO, LMAT, DSG.TO Getstockmarket.com Canadian Investor Podcast Twitter: @cdn_investing Simon's twitter: @Fiat_Iceberg Braden's twitter: @BradoCapital See omnystudio.com/listener for privacy information.
4 Top Growth Stocks To Buy July 2021. Today I look at 4 growth stocks that I believe could be a good time to buy now for me, the three stock market sectors are gaming ad tech and emerging markets. The first mobile gaming stock is Playstudios Stock, MYPS stock price has taken a hit. The second is a real estate marketplace stock is Redfin Stock, RDFN stock price is down. The third is a telemedicine stock is Teladoc Stock TDOC stock price is down. The final is a EV stock is TESLA Stock, TSLA Stock price has taken a hit.https://www.fool.com/josenajarro*A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/josenajarro to get access to my special offer. The Motley Fool Stock Advisor returns are 557% as of 3/31/2021 and measured against the S&P 500 returns of 122% as of 3/31/2021. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.*I do have a position in TSLA TDOC MYPS RDFNSome of the questions I want to answer What are the best high-growth stocks to buy in JULY 2021? what growth stocks to buy in JULY 2021? What Cheap Stocks to buy? What are good top growth stocks to buy? Top Stocks to Buy Now JULY 2021-----------------------------------------------------------------------------------------DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
It's Tuesday, June 22nd, 2021. I'm Hoda, Co-founder and CEO of Stock Card. This is what happened in the stock market today in less than 5 minutes. After the Fed's Chairman's remark, I took a quick look at the stock market indices, researched DraftKing's (DKNG) growth potential in Canada, and discussed why Redfin (RDFN) has dropped by quite a lot since its February high.
This is a recording of a WOLF Financial x Jonah Lupton podcast done via Twitter Spaces on 6.2.21. Stocks touched on include: $CELH, $FUTU, $DM, $UPST, $APPS, $RDFN, and several more! You can find WOLF Financial on Twitter at https://twitter.com/WOLF_Financial Download the WOLF Financial App and collaborate with other investors at www.wolf.financial
3 Strong Growth Stocks Down Big! Great Value Stock Price Buy Now May (SHOP TWLO RDFN). The three growth stocks we are going to look at today are Shopify Stock, Twilio Stock, and Redfin Stock. All three have reported earnings and their stock price are down for these growth stocks.*A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/josenajarro to get access to my special offer. The Motley Fool Stock Advisor returns are 557% as of 3/31/2021 and measured against the S&P 500 returns of 122% as of 3/31/2021. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.*I do have a position in TWLO, SHOP, and RDFNSUBSCRIBE TO 2ND CHANNEL: https://www.youtube.com/channel/UCJvX23MIdSCqrnUH4H--UIQMerch: Self-Taught Investor https://bit.ly/3dLJr6gDISCORD GROUP!! https://discord.gg/wbp2Z9STwitch: https://www.twitch.tv/josenajarrostocksTwitter: https://twitter.com/_JoseNajarroSome of the questions I want to answer What are the best high growth stocks to buy in MAY 2021? what growth stocks to buy in MAY 2021? What Cheap Stocks to buy? What are good top growth stocks to buy? Top Stocks to Buy Now MAY 2021-----------------------------------------------------------------------------------------DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
3 Strong Growth Stocks Down Big! Great Value Stock Price to Buy Now? (RDFN ZG GHVI) Redfin Zillow Matterport Stock. Today we look at 3 real estate stocks. The first is Zillow Group Stock, the stock price is down big. The second is Redfin Stock, recent acquisitions and strong revenue growth, Rdfn stock price is also down big. The final is a Spac Stock GHVI merging with Matterport stock, GHVI stock is also down big*A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/josenajarro to get access to my special offer. The Motley Fool Stock Advisor returns are 557% as of 3/31/2021 and measured against the S&P 500 returns of 122% as of 3/31/2021. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.*I do have a position in RDFNSUBSCRIBE TO 2ND CHANNEL: https://www.youtube.com/channel/UCJvX23MIdSCqrnUH4H--UIQMerch: Self-Taught Investor https://bit.ly/3dLJr6gDISCORD GROUP!! https://discord.gg/wbp2Z9STwitch: https://www.twitch.tv/josenajarrostocksTwitter: https://twitter.com/_JoseNajarroSome of the questions I want to answer What are the best high growth stocks to buy in April 2021? what growth stocks to buy in April 2021? What Cheap Stocks to buy? What are good top growth stocks to buy? Top Stocks to Buy Now April 2021-----------------------------------------------------------------------------------------DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.
In this episode of Beating the Market with Gutierrez Capital, Gabriel and Luis cover their favorite websites and resources for learning about the markets and trading! Tickers discussed include: $DKNG, $LULU, $RDFN, $ETSY, $TTCF, $NIO, $BFT, $CLMF, $TDOC, $ARKG, $CHGG, $NET, $PYPL, $SQ, $SPY, $CRM, $FUBO
In this episode of Beating the Market with Gutierrez Capital, Luis and Gabriel discuss their favorite stocks going into 2021. The stocks covered in this episode include $ETSY, $DKNG, $TDOC, $RDFN, $BFT, $SQ, $PYPL, $CHGG, $ARKG, $NIO, $NET, and $TTCF.
$100 Weekly Key Word Raffle! Enter with the weekly key word from this video! : http://www.rafflecopter.com/rafl/display/33b1771737/? Time Stamps from Andrew S! 0:00:35 Market Update 0:10:01 Announcements (Next live will be on 8/26) 0:13:53 Apple Under Pressure 0:18:33 Lyft & Uber vs California 0:29:16 Covid-19 Vaccines 0:35:24 Voicemail Q #1 (A Model That Beats the S&P 500) 0:43:42 Voicemail Q #2 (When to Sell Stocks) 0:52:17 Voicemail Q #3 (Microsoft) 0:53:57 Voicemail Q #4 (An Average Investor Portfolio) 0:56:40 Voicemail Q #5 (Google) 0:59:09 Voicemail Q #6 ($RDFN and $SBUX) 1:04:36 Voicemail Q #7 (Management Team's Guidance) 1:09:28 Voicemail Q #8 (Investing in Private Real Estate Remotely) 1:12:39 Voicemail Q #9 (Foreclosure Stocks $ASPS) 1:21:00 Questions With Chat --- Send in a voice message: https://anchor.fm/acouplecents/message