meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Chips, Netflix, and Betting on the NFL

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 24 January 2020

⏱️ 41 minutes

🧾️ Download transcript

Summary

Intel reports surprising earnings and hits a 19-year high. Netflix rises on strong international growth. American Express and Atlassian hit all-time highs. And Procter & Gamble deals with sagging diaper demand. Senior analysts Andy Cross, Ron Gross, and Jason Moser discuss those stories and also weigh in on AMD, Comcast, Disney, IBM, and Intuitive Surgical. And they share three stocks on their radar: Tractor Supply, Live Oak Bank, and Datadog. Plus, Villanova sports law professor Andrew Brandt talks about the business of the NFL and the future of sports gambling.   Thanks Health IQ. See if you qualify for lower rates! www.healthiq.com/fool   Thanks to Grammarly for supporting The Motley Fool. For 20% off a Grammarly premium account, go to www.Grammarly.com/fool Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, it's Chris. We got a fun show this week, earning season, starting to heat up.

0:04.7

And we got a great conversation with Andrew Brant to get you ready for Super Bowl 54.

0:10.8

And it's brought to you by Grammarly. Grammarly is a communication tool that helps people

0:15.0

improve their writing to be mistake-free, clear, and effective. Start writing confidently by

0:20.5

going to Grammarly.com slash fool and get 20% off a Grammarly Premium account today. Also,

0:28.0

thanks to Health IQ. Health IQ uses science and data to secure lower rates on life insurance.

0:35.3

To see if you qualify, go to healthiq.com slash fool, take the proprietary Health IQ quiz,

0:41.7

and potentially save up to 41% on premiums. All right, let's do the show.

0:51.4

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

0:57.6

From full global headquarters, this is Motley Full Money. It's a Motley Full Money radio show.

1:07.5

I'm Chris Hill, joining me in studio this week's Senior Analyst, Jason Moser, Andy Cross,

1:11.3

and Ron Gross. Good to see you. He was always, gentlemen. Hey, Chris. We've got the latest headlines

1:15.2

from Wall Street. We will talk sports business with our guest Andrew Brant. And as always, we'll

1:19.4

give you an inside look at the stocks on our radar. But we begin with a big company hitting a big

1:24.1

number. Intel's market cap crossed the $300 billion mark on Friday after Intel shares rose

1:31.6

nearly 10% on a strong fourth quarter report. You tell me, Andy, how good was this report?

1:36.5

Yeah, a really nice quarter from the giant chip maker record sales. They were up 8% to more than

1:41.6

20 billion. That was a billion head of their own guidance earnings per share. We're up and

1:45.8

it was up 9%. The increase the dividend to up by 5% to $1.32 now operating margins were a little

1:53.9

head of estimates. What's really driving the Intel's strength is the data center business.

1:59.3

The volumes were up 12% for that business. And the price per the chips were up 5%.

2:06.5

And now the data center revenues make up half of the business. So the data center growth as we

...

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 2026.