Stock Gamblers – Episode Summary (September 10, 2024)

In this episode of *Stock Gamblers*, hosts George Howell and Chris Carbonara dive into the latest developments in the stock market and share their insights on several key stories. Kicking off with a recap of their week, including personal anecdotes and upcoming events, they jump into major news, highlighting how Trump's proposed tax plan could benefit U.S. manufacturers like Ford and Tesla. The conversation then shifts to global market concerns, where falling oil prices and economic fears in China are stoking recession worries, with the August CPI report and the Federal Reserve’s upcoming decision on interest rates playing crucial roles in shaping market expectations.

Chris and George also discuss Berkshire Hathaway’s recent losses in Occidental Petroleum and Under Armour’s ongoing restructuring efforts, which analysts are both praising and criticizing. The hosts wrap up the main segment with a spotlight on Unity Software's upgraded “buy” status following the introduction of new AI-driven tools under new leadership. The episode concludes with the usual listener engagement, including Patreon shoutouts, celebrity business analysis, expert stock picks, and listener questions, all delivered with the show’s signature humor and high-energy style.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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In this episode of Stock Gamblers, hosts George Howell and Chris Carbonara dive into a week filled with high-stakes market moves and intriguing developments. They start with the latest market news, discussing a mild inflation reading that could give the Federal Reserve the green light to cut rates in September, and insider activity—or the lack thereof—at major tech companies like Meta and Amazon.

The duo also highlights some unexpected industry news, like Tesla delivering Cybertrucks with a bit more dirt than customers bargained for, and NASA’s surprising situation with astronauts stranded due to issues with Boeing's Starliner spacecraft. Legal battles also take center stage as they discuss a judge blocking the launch of the Venu Sports streaming service and Tesla’s fight to let shareholders overrule a court decision.

In the stock picks segment, George is bullish on Johnson & Johnson after its acquisition of V-Wave, while Chris sees strong potential in Simon Property Group and PepsiCo.

Whether you're an experienced investor or just love the thrill of the market, this episode is packed with insights and strategies to help you navigate the world of stock gambling.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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Podcast Episode Summary for "Stock Gamblers" - August 13, 2024

In this episode of *Stock Gamblers*, hosts George Howell and Chris Carbonara dive into the latest stock market news and trends. They start by discussing the controversial tax proposals from Vice President Kamala Harris and former President Donald Trump, highlighting the potential impact on tipped income workers. The hosts also cover the recent shake-up at Starbucks, where CEO Laxman Narasimhan was ousted amid declining sales and public backlash, with Brian Niccol stepping in to revitalize the brand.

Next, they explore the ownership structure of Kraft Heinz, where large institutional investors hold significant sway over the company's future. Boeing’s new CEO, Kelly Ortberg, also gets a mention as he takes steps to address the company’s production and quality issues. The episode continues with a discussion on Nasdaq’s proposed rule changes aimed at tightening regulations around penny stocks, and the challenges faced by Trump’s Truth Social as its stock continues to plummet.

The hosts then shift to stock picks, featuring companies like Palantir Technologies, Rocket Companies, Etsy, Ally Financial, and Beyond Meat. They wrap up with expert picks, including Airbnb, which is seen as a good buy despite recent setbacks, and Tilray’s strategic expansion into the U.S. craft beer market.

Finally, George and Chris encourage listeners to support the show on Patreon, where they can access exclusive content and participate in the virtual stock market game. 

Tune in next week for more stock market insights and gambling tips!

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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Episode Date: Tuesday, August 6th, 2024

Hosts: George Howell and Chris Carbonara

Stock News:

- It's too early to buy after the selloff.

- Google loses antitrust case.

- Prices for Disnet+, Hulu, and ESPN+ are rising, again.

Stock Picks:

- George picked **Micron Technology** for its innovative memory and storage solutions, and Peyto Exploration & Development Company for its 9% dividend in the oil and gas sector.

- Chris highlighted Eli Lilly's progress with their Alzheimer’s drug, donanemab, receiving FDA advisory committee backing.

Expert Picks:

- Motley Fool

- Barron’s

Our Picks:

Closing:

- Special thanks to Patreon supporters.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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Episode Date: Tuesday, July 2nd, 2024

Hosts: George Howell and Chris Carbonara

Rabbit Apocalypse and Invasion of The Zucchini.

Market News Recap:

- Dow Jones rose by 260.88 points as investors moved from tech to banking and energy sectors.

- S&P 500 and Nasdaq experienced declines, with Nvidia falling 6.7%.

- Economic data releases, including May’s personal consumption expenditure, are anticipated.

Stock News:

- Autodesk won a court battle against Starboard Value, allowing the planned board vote to proceed.

- Chipotle Mexican Grill announced a 50-for-1 stock split to increase accessibility for retail investors.

- Sirius XM Holdings is conducting a 1-for-10 reverse split post-merger with Liberty Media's Sirius XM tracking stock.

Stock Picks:

- George picked **Micron Technology** for its innovative memory and storage solutions, and Peyto Exploration & Development Company for its 9% dividend in the oil and gas sector.

- Chris highlighted Eli Lilly's progress with their Alzheimer’s drug, donanemab, receiving FDA advisory committee backing.

Special Segments:

- Expert Picks: Motley Fool recommends On Holding for its strong growth in the athletic footwear market.

- Barron’s analysis suggests **Honeywell** as a strong buy due to strategic acquisitions and operational improvements.

Listener Engagement:

- Encouragement to join Patreon for exclusive content and to participate in the virtual stock market game.

Closing:

- Special thanks to Patreon supporters.

- Announcement of a holiday break next week.

- Contact information and how to support the show via donations or Patreon.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

We will be off for the holiday.

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Stock Gamblers Podcast Summary - June 11, 2024

Intro Discussion:

- George and Chris chat about recent travels and venture capital events.

Market Recap:

- Fed Interest Rates: Investors are bracing for the Federal Reserve's update on 2024 interest rate cuts. Previously anticipated three cuts might now be reduced to just one due to persistent inflation and a strong labor market.

- Boeing Orders: Boeing's stock fell after only four orders and 24 deliveries in May, highlighting ongoing production issues.

- Nvidia Stock Split: Nvidia's stock rose nearly 1% post a 10-for-1 split, aimed at attracting retail investors. The company has a market value over $3 trillion.

- Shopify Outlook: J.P. Morgan rates Shopify as an Overweight buy despite recent losses, seeing significant market potential.

- Apple Surge: Apple added $215 billion to its market cap, closing in on Microsoft as the largest U.S. company, driven by positive AI strategy reviews.

- Natural Gas Prices: Natural gas surged over 7% due to forecasts of extreme heat in the U.S.

Previous Picks:

1. Cerner Corporation (CERN)

2. Avery Dennison Corporation (AVY)

3. American Water Works Company, Inc. (AWK)

4. Eastman Chemical Company (EMN)

5. LKQ Corporation (LKQ)

Roll Them Dice:

- Randomly selected companies for stock analysis:

 - AT&T Inc. (T)

 - Nvidia Corporation (NVDA)

 - JPMorgan Chase & Co. (JPM)

 - Amazon.com Inc. (AMZN)

 - Visa Inc. (V)

Expert Picks:

- Motley Fool: Recommends Shopify as a buying opportunity after recent stock declines.

- Barron's Picks:

 - WD-40 is seen as a buy despite a tough quarter.

 - Lockheed Martin's stock, despite past underperformance, is recommended due to improving conditions and backlog increases.

Host Picks:

- Carbo: Chooses Nvidia post stock split and The Metals Company for its recent gains.

- George: Highlights Eli Lilly's Alzheimer's drug progress, boosting the stock.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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Hosted on Acast. See acast.com/privacy for more information.

In the latest episode of Stock Gamblers, hosts George Howell , and Chris Carbonara , dive into the world of stock market news and analysis. The main stock news segment, covers several major stories. Bud Light continues to see declining sales after a 2023 boycott, despite Anheuser-Busch InBev's strong Q1 results, with Molson Coors and Constellation Brands (Modelo) benefiting from Bud Light's losses. Analysts suggest Bud Light may struggle to regain its former market position. Meanwhile, Donald Trump plans to rapidly introduce new tariffs if he wins a second term, potentially leveraging the International Emergency Economic Powers Act and Section 338 of the Tariff Act of 1930, which could significantly impact global markets and inflation. Pizza Hut introduces a new Cheeseburger Melt to attract burger enthusiasts, despite the challenges of expanding beyond its core offerings. Comcast announces a new "StreamSaver" bundle, including Apple TV+, Netflix, and Peacock, aiming to provide better value and reduce customer churn amid rising streaming costs. Additionally, GameStop stock soared up to 110% following a post by "Roaring Kitty," renewing interest in meme stocks and causing significant losses for short sellers.

In the expert picks segment, Motley Fool recommends Celsius Holdings, a zero-sugar energy drink company disrupting the market with a strategic distribution deal with PepsiCo for U.S. and international growth, despite challenges like supply chain issues and maintaining brand loyalty. Barron’s highlights 3M, which, after spinning off its healthcare unit and settling major lawsuits, is now leaner with a better financial outlook under new CEO Bill Brown. The hosts share their own picks: Carbo recommends Scholastic, noting its solid P/E ratio and dividend yield, and Brookfield Infrastructure, highlighting its strong growth potential and high P/E ratio. George picks Walmart, discussing its plans to cut corporate jobs and relocate remote workers to enhance company culture.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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In this episode of Stock Gamblers, hosts George Howell , and Chris Carbonara, discuss the latest market trends and news:

They begin by addressing the recent inflation concerns based on the GDP report, signaling a potential increase in inflation rates, which could impact U.S. interest rates.

In stock news, they highlight the significant upturn in the S&P 500 and Dow Jones Industrial Average, as well as Tesla's stock surge following FSD approval in China and Alphabet's achievement of a $2 trillion market cap.

They also cover developments such as Trump Media's fight against short selling, Ford's investigation into its driver-assistance system, and Viking Holdings Ltd.'s upsized IPO.

Furthermore, they discuss the affordability challenges in the automotive market and the growing concerns about Wall Street's acquisition of single-family homes.

The episode includes segments like "Stock Game" and "Roll Them Dice," where listeners can engage in stock predictions, as well as expert picks from sources like Motley Fool and Barron's.

Thank you for listening to Stock Gamblers!

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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In this episode of Stock Gamblers, hosts George Howell and Chris Carbonara dive into the turbulent waters of the stock market, exploring the latest trends, news, and expert insights.

Recap: The duo delves into the housing market slump triggered by surging mortgage rates, impacting existing home sales. They dissect the market instability caused by confusion over real-estate commission rules.

Stock News: George and Chris dissect Amazon's covert intel-gathering operation and the surge in Trump Media stock amidst battles with short sellers. They also discuss Constellation Brands' distancing from Canopy Growth and 3M's potential dividend cut.

The hosts unpack the U.S. economy's hot streak, unprecedented in two decades, and Tesla's stock slide following a Cybertruck recall announcement.

The vote by Tennessee Volkswagen factory employees to join the United Auto Workers union signals a potential shift in labor dynamics in traditionally nonunion states.

Expert Picks: The hosts analyze expert recommendations from Motley Fool and Barron's, highlighting investment opportunities in Grab Holdings and U.S. Steel amid market fluctuations.

Personal Picks: Carbo shares insights on Ibotta's recent IPO and UGI Corporation's long-term dividend potential, while George discusses Tesla's strategic shift and recommends shorting DJT.

Join Stock Gamblers for an insightful journey through the highs and lows of the stock market landscape, where every episode promises expert analysis, personal picks, and engaging banter.

Write us at: [email protected]

Support the show at patreon.com/stockgamblers

Visit our site at stockgamblers.net

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