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Motley Fool Hidden Gems Investing

Beth Kindig on Tech Stocks

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 21 April 2022

⏱️ 29 minutes

🧾️ Download transcript

Summary

As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate (19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks. Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

We've got airline stocks, streaming media, and a conversation with tech analyst Beth

0:09.7

Kindig.

0:10.7

Motley Fool Money starts now.

0:17.0

I'm Chris Hill and joining me today from Motley Fool Canada, Jim Gillies.

0:20.4

Good to see you.

0:21.4

Thanks for being here.

0:22.4

Thanks for inviting me.

0:24.6

We're going to get to Tesla's results on tomorrow's show.

0:27.3

Today I want to start with a different kind of transportation.

0:30.8

American Airlines and United Airlines both out with first quarter results.

0:35.4

They both had losses, but they're both predicting profits for the second quarter.

0:40.0

Shares of both up around 10%.

0:44.6

Couple of ways we can go here, but just on the surface, what is your reaction to this

0:49.4

move?

0:50.4

Because it seems like we do this dance.

0:53.7

We collectively as investors do this dance at least once a year or so where we just get

1:00.1

excited about the prospect of major airlines and we bid up their stocks.

1:05.5

Yes.

1:06.5

I'm going to start off by saying that I am a cash flow value style investor.

1:13.8

So that is how I approach pretty much all companies, but that approach has me looking

1:18.0

at the airlines and essentially saying these are not long-term investing.

1:23.6

Investments you want to make.

...

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