CG: Will Good CG Companies Go Bad?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 12 May 2020
⏱️ 33 minutes
🧾️ Download transcript
Summary
Motley Fool Contributor Dan Kline joins Emily Flippen to discuss if their delivery habits will change at all in the light of a potential Uber/Grubhub merger as well as if (and when) good companies will be ruined by the COVID-19 global pandemic.
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seypool. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:20.0 | Wild-Cuck! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:25.0 | It's Tuesday May 12th and I'm your host Emily Flippin. |
| 0:31.0 | Dan you're with me again today and you know we've seen better days for |
| 0:36.5 | any investors interested in consumer goods out there to say the least. And I want to talk today about retail bankruptcies, |
| 0:45.0 | but not just retail bankruptcies like we've been hearing in the media. |
| 0:49.0 | Dan, I know that you and Dylan last week for a wild card Wednesday talked a lot about retail bankruptcies |
| 0:55.8 | we've been doing a lot of talking about some of the big news during our full |
| 1:00.2 | live streams but today I want to talk about some of the really good companies that maybe |
| 1:05.5 | have been impacted by this coronavirus, maybe not to the point of bankruptcy, but if this was |
| 1:10.6 | protracted, could be headed that way. |
| 1:13.7 | Dan, that was a long introduction. |
| 1:15.4 | How are you doing? |
| 1:17.1 | It was. |
| 1:18.2 | I'm good. |
| 1:19.2 | I've seen more of you in the last month |
| 1:22.0 | than in our entire previous working relationship. |
| 1:25.4 | That's very true. |
| 1:27.8 | That I would say I speak to you as often as I speak to my wife and I mean that because by the end of the day I have no |
| 1:35.4 | ability to talk anymore she's exhausted from Zoom meetings all day so you know |
| 1:40.1 | I'm more likely to be sitting at the dinner table texting her than actually talking |
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