5 Conference Calls Investors Should Listen To
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 15 January 2019
⏱️ 17 minutes
🧾️ Download transcript
Summary
JP Morgan Chase misses quarterly results for the first time in nearly 4 years, but it’s CEO Jamie Dimon’s comments that have our attention. Bryan Hinmon, chief investment officer at MFAM Funds, analyzes Dimon’s current view of the U.S. economy. Bryan also shares why Mastercard and Fastenal are two of the five quarterly conference calls he always makes time to listen to. Plus, we discuss Netflix raising prices and the ripple effects of their decision.
You can read the latest from Bryan and his colleagues at www.MFAMFunds.com.
Transcript
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| 0:00.0 | It's Tuesday, January 15th. |
| 0:03.5 | Welcome to Market Foolry. |
| 0:04.5 | I'm Chris Hill joining me in studio today. |
| 0:06.5 | It's the chief investment officer of M-FAM funds. |
| 0:09.5 | Brian Henman, good to see you. |
| 0:11.5 | Chris, it is wonderful to be here in Virginia. |
| 0:13.7 | So I didn't even know you were going to be in town because you're out in our Denver office and |
| 0:17.8 | it was a happy surprise to bump into you. |
| 0:21.2 | I don't tell many people because my calendar is already slammed so I stuck you. I don't I don't tell many people because my calendar is already |
| 0:23.3 | slammed so I stuck you in here I appreciate that the dozens of listeners |
| 0:27.9 | appreciate that. We're gonna get to Netflix in a second we got a I think we |
| 0:32.1 | should start with |
| 0:32.8 | JP Morgan chase because this appears to be a story that is bigger than just |
| 0:38.9 | one Wall Street Banks earnings report. The headline is that for the first time in nearly four years, |
| 0:46.7 | J.P. Morgan Chase came in below expectations. I don't know to what extent you follow that bank or any big Wall Street bank closely. |
| 0:57.0 | But J.P. the CEO, Jamie Diamond, his comments to me are the real story. |
| 1:03.4 | But first, let's just stick with the bank. |
| 1:06.4 | How interesting are the big banks, whether it's J.P. Morgan Chase or others, to you? |
| 1:11.1 | They're not overly interesting. |
| 1:12.4 | However, |
| 1:13.3 | J.P. Morgan is, I'd say, one of probably the four top conference calls that I personally |
| 1:20.0 | listen to on a regular basis to get, to get my bearings for what's going on in the economy and in the markets. |
... |
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