A Boring Business Rewarding Shareholders
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 28 July 2020
⏱️ 23 minutes
🧾️ Download transcript
Summary
Sherwin-Williams hits a new all-time high on strong 2nd-quarter profits. Jason Moser analyzes the beauty of a paint business that has returned more than 900% over the past decade for shareholders. Plus we discuss DR Horton’s new all-time high, McDonald’s better-than-it-might-appear 2nd-quarter results, and Facebook’s new attempt to take on TikTok.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | It's Tuesday, July 28th. |
| 0:04.0 | Welcome to Market Fullwork. |
| 0:05.0 | I'm Chris Hill with me today. |
| 0:07.0 | Mr. Jason Moser, good to see you, my friend. |
| 0:09.0 | Good to see you, sir. How's everything going? |
| 0:11.0 | Going all right. |
| 0:13.0 | We've got Facebook squaring off with Tik-Tok. |
| 0:16.4 | We've got a couple of stocks hitting all-time highs. |
| 0:19.4 | We're going to start with McDowell's. |
| 0:22.1 | I'm sorry, they're a competitor there that's a private company. |
| 0:24.5 | We're gonna start with McDonald's. Shares of McDonald's down a little bit today |
| 0:29.6 | despite the fact same store sales in the second quarter only down 2.3% that's better |
| 0:35.8 | than what we have been seeing from a lot of big restaurant companies out there and |
| 0:40.6 | Jason similar to the comments that we got from Coca-Cola's CEO, |
| 0:47.0 | Chris Kamchinsky saying he thinks this quarter represents the bottom for McDonald's. |
| 0:54.7 | Do you think he's right? |
| 0:56.1 | Yeah, you know, that's a, it's an interesting perspective to hear from him. |
| 1:00.0 | And I actually think in McDonald's case, it could be be right. I mean I think when you look at this |
| 1:05.2 | quarter when you look at this report I mean honestly these numbers look pretty darn good all things |
| 1:09.0 | considered I mean I think that what we're going to see as as this earning rolls out, it's going to be the expenses that really separate the kids from the grown-ups here eventually. |
| 1:18.4 | There are going to be companies that can deal with the ramp up in costs due to the pandemic, you know, way better than others. |
| 1:25.8 | McDonald's is one that is going to be able to deal that I think in a pretty |
... |
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.