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MarketFoolery

2 Stocks Popping, 2 Restaurant Innovations

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 27 February 2020

⏱️ 24 minutes

🧾️ Download transcript

Summary

Teladoc and Etsy pop more than 14% each on their latest 4th-quarter reports. Bill Barker analyzes both businesses, as well as the state of the gaming industry. Plus, we discuss Panera’s new monthly coffee subscription and Dunkin’s new bacon offering. (Tangents include “Cyber 5” and our recent trip to a casino.)

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Transcript

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0:00.0

It's Thursday, February 27th.

0:04.0

Welcome to Market Foolery.

0:05.4

I'm Chris Hill with me in studio.

0:07.4

It's Bill Parker.

0:08.3

Thanks for being here.

0:09.2

Thanks for having me.

0:10.2

We've got earnings.

0:11.1

We're going to dip into the full mail bag. We've got a couple of innovations in the fast casual industry, but we're going to start with the stock of the day and that is Teladoc

0:21.6

Somewhere Jason Moser is smiling, because shares of Tele Doc are up about 20% after fourth

0:28.2

quarter revenue came in higher than expected.

0:31.2

The loss was smaller than expected and it's hard for all of the enthusiasm around the business of

0:40.2

Tele-Doc it's hard for me to look at this and not think at least a little bit of the

0:47.6

rise that we're seeing today with a telemedicine business is tied to coronavirus?

0:55.0

Possibly. It's hard to ask the market what percent of the

1:00.0

enthusiasm is about the results just reported and what part is about things to do with the headlines,

1:07.8

although the guidance is good and really the company kind of avoided on the call giving any specific

1:17.3

numbers about how coronavirus might affect the business but in a world where more people are staying indoors,

1:26.8

staying at home, looking for medical advice and prescriptions and help, but not wanting to be out in public not wanting to

1:35.8

spend time in a hospital and a doctor's office the Teledoc model becomes that much

1:41.2

more attractive.

1:42.2

I think that's smart of management not to really give specifics on that because just as we want and expect the leaders of the companies that we own shares of to talk about the downside of

1:54.7

coronavirus and say well this is what we think the impact is going to be and we're

...

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