Got Cybersecurity Stocks?
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 3 December 2020
⏱️ 17 minutes
🧾️ Download transcript
Summary
3rd-quarter same-store sales for Dollar General rise 14%, but it’s not enough to impress Wall Street. Crowdstrike hits an all-time high after the cybersecurity company posts a surprising profit in the 3rd quarter. Stitch Fix falls on an analyst downgrade. Maria Gallagher analyzes those stories and shares why investors should consider having a place in their portfolio for cybersecurity stocks.
Holiday Song - "Pretty Paper" by Dolly Parton (with Willie Nelson)
Transcript
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| 0:00.0 | It's Thursday, December 3rd. |
| 0:04.0 | Welcome to Market Fullry. |
| 0:05.0 | I'm Chris Hill with me today from the financial capital of the United States of America. |
| 0:10.0 | It's Maria Gallagher. |
| 0:11.0 | Good to see you. |
| 0:12.0 | Nice to see you too, Chris. |
| 0:14.0 | We're going to talk cybersecurity. |
| 0:16.0 | We're going to talk apparel. |
| 0:18.0 | We're going to start with retail. |
| 0:20.0 | Dollar General's same store sales in the third quarter were up 14% and yet shares of Dollar General |
| 0:26.9 | down a little bit and I'm I'm assuming Dollar General has now entered the category of stocks that when they come out with really good earnings and really good results, |
| 0:41.0 | the market says, yeah, that's not going to cut it. This is really good, but we |
| 0:46.0 | were looking for even better than this. |
| 0:48.0 | Yeah, I feel like there are a lot of companies are now in that good but not quite good enough |
| 0:51.9 | stage. |
| 0:52.6 | I think one of the problems with Dollar General is they don't have guidance, they aren't |
| 0:56.4 | updating their guidance, but like you said, revenue was really strong, it was up 17.3%. |
| 1:02.1 | Their net income and operating income were both up |
| 1:04.9 | 57 percent. I didn't know how many stores dollar general has. It has over |
| 1:09.9 | 16,700 stores and in 2019 it brought in almost 28 billion dollars in sales. |
| 1:18.0 | And I feel like a lot of times, especially right now during the coronavirus pandemic, |
| 1:21.9 | we're talking about all of this shift to online |
... |
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