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Motley Fool Hidden Gems Investing

Fall 2021: Investing Preview

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 3 September 2021

⏱️ 39 minutes

🧾️ Download transcript

Summary

The S&P 500, Nasdaq, and Dow Jones Industrial Average have each risen more than 15% so far this year. How should investors feel about the rest of 2021? Which stocks should be on a short leash? What capital allocation strategies should Berkshire-Hathaway and Chipotle be considering? Andy Cross and Jason Moser answer those questions, make business predictions about acquisitions and CEO changes, and share two stocks on their radar: Digital Ocean and PayPal. Plus, as the trial of Elizabeth Holmes begins we revisit our conversation with Alex Gibney about the rise and fall of Theranos and his documentary The Inventor: Out for Blood in Silicon Valley. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

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

0:07.0

From full global headquarters, this is Motley Fool Money.

0:19.0

It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week's Senior

0:22.0

Analyst Jason Moser and Andy Cross. Good to see you.

0:25.0

It's always gentleman. It is our full preview. We've got thoughts and predictions for the

0:31.0

last few months of 2021 and as always we've got a couple of stocks on our radar.

0:35.0

But we're going to start with the market in general.

0:38.0

Here is how the major indices have done through the first two thirds of the year.

0:43.0

S&P 500 up 22% NASDAQ up 20%. Dow Jones industrial average up 17%.

0:52.0

Andy let me start with you. I know we are long term investors, but how are you feeling about the rest of the year?

0:57.0

I'm actually pretty positive Chris and this has been a little bit of an evolution for me.

1:01.0

I've been a little bit more kind of cautious over the last few months.

1:06.0

But when I start thinking about what is happening in the markets listening to the Federal Reserve and Chairman Powell

1:13.0

and just how they are kind of handling the monetary situation in our country.

1:19.0

What we are seeing out there with some of the responses to the COVID pandemic.

1:25.0

Obviously we've seen a spike come up recently, but we start to see more and more of a little bit of relaxation and healthy ways.

1:33.0

I think we'll see some continued momentum on the consumer side.

1:37.0

Momentum is a very powerful thing Chris and we've seen the market all time highs more than 50 times this year.

1:45.0

Historically when you look at this kind of data after this kind of performance through August,

1:50.0

you tend to have a pretty decent end to the year.

1:53.0

Now of course that's all hindsight, so anything is possible.

1:57.0

But I think we'll finish the year a little bit higher from here.

...

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