meta_pixel
Tapesearch Logo
Log in
Motley Fool Money

Apple, LinkedIn, and Twitter

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 1 May 2015

⏱️ 39 minutes

🧾️ Download transcript

Summary

Apple reports big earnings. LinkedIn and Twitter stumble. And Lumber Liquidators falls to a 3-year low. Our analysts discuss those stories and share some stocks on their radar. Plus, Motley Fool columnist Morgan Housel talks earnings, easy money, and misguided financial advice.

Transcript

Click on a timestamp to play from that location

0:00.0

Everybody needs money. That's why they call it money.

0:07.0

From full global headquarters, this is Motley Fool Money. It's the Motley Fool Money

0:20.1

radio show. I'm Chris Hill, and joining me in studio this week for Million Dollar Portfolio

0:24.1

Jason Moser and Simon Erickson, and for Motley Fool Deep Value, Mr. Ron Gross. Good to

0:28.7

see you as always, gentlemen. Hey, you're earnings, Belusa Rolls-Hum. We've got the latest

0:32.9

results from Wall Street. Columnist Morgan Howell is our guest this week, and as always,

0:36.8

we'll give you an inside look at the stocks on our radar. But before we dig into these

0:40.7

companies, guys, let's just go around the table real quick. How do you approach any given

0:45.6

companies' earnings? What is it that you're looking for? Jason Moser, I'll start with you.

0:49.9

So two things I'm looking for. Number one is management doing what they say they're going

0:54.2

to do. Are they meeting the expectations that they set out for themselves? I'm not nearly

1:01.1

as concerned with the expectations that Wall Street tends to have because they are far

1:05.0

more short-term in nature, and I don't think they're nearly as connected to the business

1:11.0

as management is. Those are the two things I really focus on.

1:13.8

I have a quick question about that. How important is listening to the conference call to figure

1:16.9

that out? Can you get it from the press release? No, I don't. Well, you can get a vibe, I guess,

1:20.9

this is the best way to put it from the press release, but I do think the calls are a wonderful

1:25.6

source. Now, with that said, I think the question and answer portion of the calls, I find those

1:30.5

to be useless 95% of the time. Except when it gets a little chippy. That is a lot of

1:35.3

chippy. That is fun. Simon, what do you look for? Chris, I'm looking for the underappreciated

1:39.3

story. If you go five to six paragraphs into the results and find a hidden gym in there

1:43.9

that really tells how this business is performing. If you're found the conference calls may be

...

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 2025.