Apple, Lululemon & A Case for Unprofitability

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4.7 • 1.7K Ratings

🗓️ 10 September 2015

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Lululemon Athletica falls after lowering guidance. We analyze the highlights from Apple’s product launch. Plus, we discuss Ambarella’s recent plunge and how long FireEye’s unprofitability should worry investors.

Transcript

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0:00.0	It's Thursday, September 10th.
0:03.4	Welcome to Mark Foolery.
0:04.5	I'm Chris L. joining me in studio today for a million dollar portfolio on Motley
0:07.8	Fool rule breakers.
0:08.5	Simon Erickson, thanks for being here, man.
0:10.4	Happy Thursday.
0:11.1	Thanks for having me, Chris.
0:12.3	I don't know if you heard there's a
0:14.6	little company called Apple that had an event yesterday. We're going to talk about that.
0:19.7	We're going to talk about what's been going on with some of the stocks in your universe.
0:25.0	But let's start with Lulu Lemon Athletica and on the surface this appeared to be a pretty good quarter.
0:35.0	Second quarter sales up 16%.
0:37.0	Profit fell, but there was still a profit.
0:41.0	And the same store sales up 6%, which may not sound like a lot until you realize that we just
0:47.6	went through two straight years of falling comps for Lulu lemon
0:53.3	athletica.
0:54.0	So again, on balance, this appears to be fine,
0:58.0	but the stock's kind of getting
1:00.0	kicked in the butt a little bit.
1:02.0	What's going on here?
1:02.5	It appears to be some shear to the fabric of the lulim.
1:04.5	Yeah, exactly.
	...

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