Housing’s New #1
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 30 October 2017
⏱️ 22 minutes
🧾️ Download transcript
Summary
Lennar’s purchase of rival CalAtlantic Group creates the largest homebuilder in the U.S. Taylor Muckerman and Jason Moser analyze the deal and the future for homebuilding stocks. Macy’s hits an 8-year low. Ellie Mae reports earnings. And Constellation Brands buys a 10% stake in Canopy Growth Corp., a publicly-traded cannabis company with an all-time great ticker symbol.
Transcript
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| 0:00.0 | It's Monday, October 30th. |
| 0:03.2 | Welcome to Market Fullry. |
| 0:04.4 | I'm Chris Hill joining me in studio today from Stock Advisor Canada, Taylor |
| 0:07.6 | Muckerman, and for a million dollar portfolio, Jason Moser. |
| 0:11.6 | Happy Halloween Eve, gentlemen. It's upon us. It is upon us. I'm |
| 0:15.2 | gonna go get some more candy. You finish that bag, right? The bag is gone. |
| 0:20.1 | You know, we got a bunch of news to get to but let's let's start with that for a second |
| 0:24.2 | because I think it was it a week ago or is it two weeks ago that you're like I'm all |
| 0:27.8 | set for Halloween I bought a 20 pound bag of candy I'm gonna go with two weeks ago |
| 0:31.7 | because it just sounds better even if it's not the truth. |
| 0:34.2 | What are we down to? |
| 0:35.2 | Single digits? |
| 0:36.2 | Oh, I think we're just down to a handful of whoppers at this point. |
| 0:38.3 | The loppers are always the last to go. |
| 0:40.8 | And so I mean, I would have probably called them out as maybe overrated a couple of weeks ago now I mean |
| 0:46.8 | desperation after dinner dessert you know operas aren't looking so bad |
| 0:50.9 | with your coffee they're not too bad. |
| 0:53.0 | No, no, not at all. |
| 0:54.7 | Mac likes them, I mean, I... |
| 0:55.9 | I go, I'll go with the wopbers. |
| 0:57.7 | You just bring them in here, just drop them on the table. |
| 0:59.8 | No, I think they'll, they've found a home, they just need to stop by the store on the way the way home after work today. |
... |
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