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Motley Fool Hidden Gems Investing

Big Tech's Big Returns, Sports Business in the Spotlight

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 28 January 2022

⏱️ 39 minutes

🧾️ Download transcript

Summary

Apple posts record revenue. Microsoft makes its intentions clear with respect to its gaming division. Visa and American Express rise on strong results. Tesla tells Wall Street not to expect any new models this year. Home Depot's getting a new CEO while Lowe's gets a new partner in Petco. Atlassian raises guidance and McDonald's is optimistic about the McPlant Burger. Emily Flippen and Ron Gross analyze those stories, discuss areas of the market that look attractive right now, and share two stocks on their radar: Fulgent Genetics and Garmin. John Ourand from Sports Business Journal discusses NFL ratings, what the Olympics mean for NBC, the state of ESPN+, and the prospects for a Major League Baseball season. Want 15 more stock ideas? They're included in our free Investing Starter Kit. Visit http://fool.com/StarterKit to get your copy. Stocks: AAPL, MSFT, ATVI, V, AXP, PTON, TSLA, TEAM, HD, LOW, WOOF, MCD, DIS, CMCSA, FLGT, GRMN Host: Chris Hill Guests: Emily Flippen, Ron Gross, John Ourand Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Apple sets a new record, Microsoft's CEO makes his intentions clear.

0:09.6

Payment businesses get hot, and that's just in our opening segment.

0:14.0

Investors assemble, Motley Full Money starts now.

0:18.0

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

0:30.0

From full global headquarters, this is Motley Full Money.

0:41.0

It's the Motley Full Money radio show. I'm Chris Hell.

0:43.0

I'm joined by Motley Full Senior Analyst Emily Flippin and Ron Grus.

0:47.0

Good to see you both. How are you doing Chris?

0:49.0

We got the latest headlines from Wall Street.

0:51.0

We'll talk sports business with Media reporter John O'Rend.

0:54.0

And as always, we've got a couple of stocks on our radar.

0:57.0

But we begin with the big macro.

0:59.0

GDP grew at nearly 7% in the fourth quarter, making 2021 the strongest year of growth in the US since 1984.

1:08.0

Ron, you remember 1984?

1:12.0

I tell you, when you think about the last few weeks for the market,

1:16.0

to be reminded of the strength of the underlying economy,

1:20.0

for me, that's welcome news.

1:22.0

I think I went to my first heavy metal concert in 1984 as a matter of fact.

1:26.0

Good times. But yes, Chris, this was a strong report.

1:29.0

It was good to see. Any good news kind of in this environment is welcome.

1:34.0

Much better than expected pace to end 2021.

1:38.0

But that pace is going to lead to higher interest rates,

...

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