Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. 

(00:21) Jason and Matt Argersinger discuss:
- The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money.
- Holiday e-commerce and retail numbers, and what they say about the shopping season. 
- Why Walgreen’s status as a Dividend Aristocrat is over.

(19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024. 

(34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.

Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN

Host: Dylan Lewis
Guests: Matt Argersinger, Jason Moser, David Gardner
Engineers: Dan Boyd, Rick Engdahl 

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Mag Seven or Lag Seven?

Motley Fool Money is a daily podcast for stock investors. 
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Almost half of the United States believes the S&P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?

Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money & Markets Really Work.” Mary Long caught up with Scanlon for a conversation about: 

- The challenges of measuring economic data.
- What’s driving inflation.
- How Domino’s turned around its business.

Host: Mary Long
Guest: Kyla Scanlon
Producer: Ricky Mulvey
Engineer: Dan Boyd
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Kyla Scanlon on Inflation, Economic Vibes, and Pizza

… and other legendary leaders.

David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:

Using power to empower others.

Lessons from market-beating executives.

Why prioritizing people over results is a winning strategy.


Host: Ricky Mulvey
Guest: David Novak
Producer: Mary Long
Engineer: Tim Sparks

Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH
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What a CEO Learned from Warren Buffett

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. 

(00:21) Jason Moser and Matt Argersinger discuss:
- Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. 
- Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon. 

(19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop. 

(35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.

Stocks discussed: PYPL, SPG. 

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker
Engineers: Dan Boyd 

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Mall Retailers are Alive and Well

Sales slow for the software company. But is that the end of the growth story?
At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted.
Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings.
Check out the Range Rover Sport at www.landroverusa.com
Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU
Host: Mary Long
Guests: Tim Beyers, Asit Sharma, Ricky Mulvey
Engineer: Tim Sparks
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Salesforce = Less of a Force?

On May 29, there is one investing account that deserves a celebration.

First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.

Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.

Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/

Companies discussed: CHWY, DKS, CAVA

Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Roger Young
Engineers: Dan Boyd, Austin Morgan
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Mag Seven or Lag Seven?

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