Housing, Apparel & Cheerios
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 21 March 2017
⏱️ 27 minutes
🧾️ Download transcript
Summary
We’ve got the latest earnings results from homebuilder Lennar, Lands’ End and General Mills. Fool Funds analyst Bill Barker shares his thoughts on those businesses, the relative merits of Chex cereal, and the benefits of having an easy act to follow. Plus, we share a listener email in response to the recent discussions about Wawa.
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Transcript
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| 0:00.0 | Thanks to Audible for supporting this episode of Market Foolery, Ponzi Supernova, a six-part original series |
| 0:06.3 | is available on Audible channels. |
| 0:08.7 | Listen at audible.com slash Ponzi. |
| 0:11.7 | It's Tuesday March 21st. It's Tuesday, March 21st. |
| 0:15.0 | Welcome to Market Fullry. |
| 0:17.0 | I'm Chris Hill joining me in studio today for Motley Fool Funds, Bill Barker. |
| 0:21.0 | Happy Tuesday. |
| 0:22.0 | Thank you. |
| 0:23.0 | We got some earnings. |
| 0:25.0 | We're winding down earnings season and yet companies still keep cranking out the earnings. |
| 0:29.0 | So... |
| 0:30.0 | They continue to earn money. |
| 0:31.0 | Well... |
| 0:32.0 | And report on it. They continue to report on it. I think it's clear |
| 0:34.6 | for anyone who's listened for a while. Not everyone's reporting earnings. But |
| 0:39.8 | Lenar is, let's start with the Home Builder, |
| 0:42.6 | Lenar. First quarter profits, little better than expected. |
| 0:46.0 | Overall revenue was a little lower than expected. |
| 0:48.5 | Shares down a couple percent, but that's off of what is essentially a 52 week high. How we doing when it comes |
| 0:56.3 | to Home Builders? Home Builders most recently reported for the March numbers the |
| 1:02.1 | highest level of Home builder confidence in 12 years. |
| 1:06.2 | So is that good? |
... |
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