Cybersecurity, Heavy Equipment, Social Media

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 2 August 2022

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

What do Caterpillar, Arista Networks, and Pinterest have in common? 2nd-quarter earnings reports! (0:25) Bill Mann discusses: - Global supply chain issues (understandably) affecting Caterpillar's results - How dividend-seeking investors should think about Caterpillar - Stellar results from Arista Networks and its longtime CEO Jayshree Ullal - Pinterest shares popping on user numbers and the backing of activist investor Elliott Management Sign up for Stock Advisor at http://fool.com/foolfest and you’ll get a complimentary digital pass to our FoolFest 2022, our 2-day investing conference! (13:51) Alison Southwick and Robert Brokamp talk about the indicators commonly associated with recessions and which ones they're watching. Stocks discussed on the show: CAT, ANET, PINS, TWTR Host: Chris Hill Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got the latest in heavy equipment, cyber security, and social media.
0:09.2	Motleyful Money starts now.
0:21.3	I'm Chris Hill, joined in studio by Motleyful Senior Analyst Bill Mann.
0:25.2	How sweet does that sound?
0:26.8	It certainly feels...
0:28.3	I mean, not to say.
0:29.3	Not the Bill Mann part, but the in-studio part.
0:31.6	It's pretty darn sweet.
0:32.6	I gotta tell you.
0:34.6	Let's start with Caterpillar.
0:35.6	Shall we?
0:37.0	Second quarter revenue, lower than Wall Street was expecting due to supply chain issues and
0:42.0	the company exiting Russia.
0:45.4	This can't be a surprise, right?
0:47.9	That was overwhelmingly my thought when I was reading through how Caterpillar did.
0:52.2	And it's not terrible.
0:53.2	And the stock's down 3% about what you would expect for a company of their size and scope.
0:57.5	But we're not really surprised by any of this, are we?
1:01.1	We really shouldn't be.
1:02.1	I mean, so they had to miss.
1:03.4	Their biggest miss came in there in the construction industry, which you could easily
1:08.0	see why that would be the case.
	...

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