Energy: Loews not Lowe’s
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 19 December 2019
⏱️ 23 minutes
🧾️ Download transcript
Summary
Motley Fool Senior Analyst Buck Hartzell joins the podcast to discuss Loews, a Berkshire Hathaway-esque conglomerate with exposure to insurance, offshore oil, natural gas pipelines, hotels, and consumer packaging. We’ll discuss the company’s strategy and why the stock could present a compelling value to investors today.
Stocks Mentioned: L, CNA, DO, BRK-B, BRK-A
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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 every day. |
| 0:06.5 | Today is Thursday, December 19th, and we're discussing lows. |
| 0:09.3 | And your host Nick Saipel, and today I'm joined by Motley Fool Senior Analyst Buck Hartzle. |
| 0:13.0 | How's it going Buck? |
| 0:14.0 | Hey good, Nick, thanks for having me. |
| 0:15.0 | I think this is my first time on industry focus. |
| 0:17.5 | So this is great. |
| 0:18.5 | Yeah, I think maybe you've been on with JMO, but I think it's definitely your first time with me. |
| 0:22.0 | So I know we get to chat around the |
| 0:23.0 | office and now we get to chat on recording for the whole world to hear how exciting that's |
| 0:26.3 | right it is exciting yeah I mentioned we're talking about lows today a lot of folks |
| 0:29.4 | might think home improvement when you say that but we're not talking about that lows what |
| 0:33.3 | we're talking about today we're talking about lows which is a mini |
| 0:36.0 | conglomerate type of companies so you can kind of think about this almost as a small |
| 0:39.6 | Berkshire Hathaway right they own a bunch of other businesses. Some of those, they have a |
| 0:44.0 | controlling interest and they're publicly traded, so which is kind of nice so you can |
| 0:47.0 | easily see what they're valued and get financial statements on them. Others they own 100 |
| 0:50.3 | percent of them. They're kind of within their fold of things, yeah. Yeah, and I think they're kind of within their fold of things. |
| 0:53.0 | Yeah, and I think the history of this company is particularly interesting. |
| 0:56.0 | You mentioned Berkshire Hathaway, you know, a company that's been run by Warren Buffett going back to the 1960s, |
| 1:01.0 | and I think Lowe's is similar in that way and that the Tish family has been running this company ever since that period of time. |
| 1:07.0 | Two brothers founded the company, I think we're on the second generation running that company today. |
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