Cybersecurity Soars, Cyclical Stocks Cycle

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 7 June 2024

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do. - Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes. (19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors. (32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores. Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nick Sciple Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Just when you thought price hikes were over, they bring them back in.
0:08.0	This week's Motley Full Money Radio show starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best things in a life are free. but you can give them to the pros and
0:35.8	be the people. From Pool Global Headquarters, this is Motley Fool Money.
0:40.4	It's the Motley Full Radio Show. I'm Dylan Lewis.
0:42.8	Joining me over the Airwaves, Motley Fool's senior analysts, Bill Mann and
0:45.9	Jason Moser. Fool is great to have you both here.
0:48.7	Eddie. Hey fellas, how you doing?
0:50.5	We've got a look at the latest DOJ antitrust case, the story of why some
0:54.4	investors are trying to start their own stock exchange, and of course stocks on
0:58.5	our radar, but we're picking up today with the earnings beat. We have some fresh
1:01.9	numbers out from
1:03.0	fool stocks including crowd strike. We'll start there. Shares up 10% this week
1:07.7	following earnings where the company came in ahead of expectations bringing the
1:11.9	stock right near all-time highs.
1:14.6	Jason, you dove into the report.
1:16.4	What'd you see?
1:17.4	Yeah, tell me if you've heard this before, a crowd strike just reported another very strong
1:22.0	quarter. I mean, listen listen if they're spending fatigue
1:24.6	in this industry it surely doesn't seem to be showing up in crowd strikes
	...

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