1 Key Metric for Earnings Season

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 11 April 2023

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

If the upcoming earnings season tells us anything, it will be which companies are getting better (or worse) at managing their inventory.

(00:21) Bill Mann discusses:
- CarMax ending its fiscal year on a positive note
- The "tell" within CarMax's earnings report
- Why he's paying close attention to inventory levels

(11:23) It's Tax Season! Robert Brokamp and Alison Southwick examine the tax filing process and discuss one company benefitting from it.

Companies discussed: KMX, INTU

Host: Chris Hill
Guests: Bill Mann, Alison Southwick, Dep. Insp. Gen. Robert Brokamp
Producer: Ricky Mulvey
Engineer: Dan Boyd

Transcript

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0:00.0	Don't look now, but the wheat and the chaff are about to get separated.
0:09.2	Details in a bit.
0:10.2	Motley full money starts now.
0:11.6	I'm Chris Hale joining me in studio.
0:22.9	Motley full senior in Illinois.
0:24.4	Bill Mann.
0:25.4	Thanks for being here.
0:26.4	What's up, pal?
0:27.4	How you doing?
0:28.4	I'm doing well.
0:29.4	I'm sure if I was a carmac shareholder because that is the stock of the day.
0:33.6	Shares of carmacks are up more than 10% after fourth quarter profits were nearly double.
0:39.6	What Wall Street was expecting?
0:42.1	This is a good day for shareholders.
0:44.0	It has not been a great, let's call it 12 months or even five years.
0:50.6	Let's start with the profits.
0:51.8	Was this low expectations or did they actually, was this something to be proud of?
0:56.8	This is wrapping up the fiscal year on a positive note.
1:00.0	I can't so hard to say because I don't think that you come to an earnings report that's
1:06.8	down 25% and revenues that are down sharply and say it was good, but it was not as bad
1:15.0	as people believed it was going to be.
1:19.4	Sometimes that's the game in investing.
	...

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