5G Stock You Should Know About
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 21 July 2020
⏱️ 17 minutes
🧾️ Download transcript
Summary
IBM and Coca-Cola lift the Dow Jones Industrial Average with their latest 2nd-quarter results. Cadence Design Systems hits an all-time high on its latest quarterly report. eBay finalizes a $9.2 billion deal with Adevinta. Jason Moser analyzes those stories and shares his boots-in-the-air research on Delta Airlines.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | It's Tuesday, July 21st. Welcome to Market Foolery. I'm Chris Hill. Back from Georgia. It's |
| 0:08.8 | Jason Moser. Good to see you. Good to see you. Can you see me? I got a I feel like I got a lot of sun man. Maybe I need a light in the |
| 0:16.2 | contrast here. I wore a hat and sunscreen, but man it was it was hot down there. |
| 0:20.7 | You know it's been hot around here too so So keep you complaining to yourself. We've got a 5G stock that most people |
| 0:29.8 | probably haven't heard of, but we're going to start with a couple of Dow components that |
| 0:33.4 | people absolutely have heard of. Second quarter results for Coca-Cola case |
| 0:38.7 | volume down the profits down 33 percent the biggest drop in quarterly revenue in 25 years and yet |
| 0:47.4 | shares of Coca-Cola up a couple of percent this morning Jason because CEO James Quincy says basically the worst is over |
| 0:56.6 | and so I guess optimism carries the day. |
| 1:00.0 | I mean yeah hopefully that is right that is the case I mean you're right they did note in the call that they felt like the second quarter the quarter they just reported was gonna be the most impacted quarter for the year and you know I mean it's interesting to think |
| 1:17.2 | about the impact that this business has had because you would kind of think |
| 1:20.1 | maybe it shouldn't be that bad but that's only if you are thinking |
| 1:25.1 | about the grocery store aspect right I mean there is a tremendous F&B restaurant |
| 1:30.7 | dynamic to this business and when you look at it from a global perspective that obviously |
| 1:35.0 | is going to make a big deal given all of all of the the shutdowns in the restaurant sector |
| 1:40.0 | over the past several months it does feel like it. I mean I say this only partly tongue-in-cheek |
| 1:45.9 | It really does kind of feel like my Coca-Cola needs to do something |
| 1:51.3 | Different they need to change and I think I figured it out. You know we've always |
| 1:54.8 | been really high on Coca-Cola as a distribution play, right? We've always talked |
| 1:58.9 | about that's its real competitive advantage. So let's take that, let's go one step further because clearly, I mean if you |
| 2:06.6 | determine that you are a SAS business, if you call yourself a SAS business, no matter whether |
| 2:10.8 | you're a SAS business or not, the market's going to give you a little love for that. |
... |
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.