meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

4 Stocks We Just Bought

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 1 March 2023

⏱️ 21 minutes

🧾️ Download transcript

Summary

Lowe's continues a recent trend from major retailers. (0:20) Bill Mann discusses: - Solid 4th-quarter results from Lowe's being overshadowed by their guidance for the new fiscal year - The fact that some people on Wall Street are still surprised by cautious guidance - The relative attractiveness of Lowe's stock (10:00) Yasser El-Shimy and Ricky Mulvey share four stocks they bought recently.  Companies discussed: LOW, HD, WMT, TGT, ARHS, ENPH, BIG, MAA Host: Chris Hill Guests: Bill Mann, Yasser El-Shimy Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Is this my good side? Oh, they can't see me. Oh, we're on. Hello! I'm Joy from IAB UK. Now listen, digital advertising is exciting, but let's be honest, it can also feel a bit much.

0:12.0

That's why we're here to help you cut through the noise, spark ideas and feel confident in a world that never stops moving.

0:19.3

So, for inspiration, tools and resources that are free and created to support marketers,

0:24.8

just like you, head to IABUK.com slash Joy of Digital.

0:29.2

You could thank me later.

0:35.2

It's official.

0:36.4

We've got a trend among major retailers. Motley Fool money starts now.

0:44.4

I'm Chris Hale joining me today, Motley Fool's senior analyst Bill Man. Thanks for being here.

0:49.2

Hey, Chris, how are you?

0:51.5

I'm a low shareholder, so I've been worse.

0:55.5

Oh, you're okay.

0:57.0

But I'm okay.

0:58.0

I'm okay.

0:59.0

Let's talk about Lowe's.

1:00.0

Fourth quarter revenue, lower than Wall Street analysts we're expecting.

1:04.0

Revenue guidance for the new fiscal year was also a bit lower than Wall Street was hoping for. They are guiding for same-store

1:13.0

sales growth of somewhere between zero and negative 2 percent, and shares of Lowe's are down

1:20.9

about 5 percent this morning. We'll get to sort of broader topics in a minute, but I'm curious, what if anything, surprised you about

1:29.3

Lowe's results?

1:30.3

Basically, the thing that surprised me most about Lowe's results is the fact that analysts

1:36.9

don't seem to get out of New York City often enough to see what's really going on at

1:41.4

stores around the country.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.