“Let the business be the business.”
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 7 June 2018
⏱️ 22 minutes
🧾️ Download transcript
Summary
J.M. Smucker becomes the latest consumer staples company to make us want to avoid investing in consumer staples companies. Five Below soars 20% on a strong 1st-quarter report, while Ambarella’s 1st-quarter report makes us wonder if the video-processing chipmaker is at a crossroads. Jason Moser analyzes those stories, plus we discuss Jamie Dimon and Warren Buffett calling for an end to earnings guidance.
(SJM, FIVE, AMBA)
Transcript
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| 0:17.0 | It's Thursday June 7th. |
| 0:21.0 | Welcome to Market Foolry. |
| 0:22.0 | I'm Chris Hill joining me in studio |
| 0:23.4 | Jason Moser. Happy Thursday. Hey now. You ready for the weekend? I am I'm always |
| 0:29.0 | ready for the weekend though you know what you had a pretty nice weekend |
| 0:32.1 | last weekend. |
| 0:33.0 | Listen I'm still kind of on weekend time. |
| 0:36.0 | Yeah, I was I was down in Georgia last weekend and unfortunately you know I had to I had to miss |
| 0:40.7 | full fest that was not really intentional. The plans were made foreign vans. |
| 0:44.4 | I just didn't realize that too would mesh up. So I was sorry to miss that. But you know, anytime I get a chance to go play golf with my dad, I'd like to take it. |
| 0:50.8 | And we were down in Georgia on Sea Island where I had never been before. |
| 0:55.0 | It was pretty hot too. |
| 0:58.0 | We've got retail earnings, we've got chip earnings, |
| 1:02.0 | we've got a very interesting letter from Warren Buffett and |
| 1:05.2 | Jamie Diamond and we're going to get to all those. Let's start though with consumer |
| 1:09.6 | goods. You can hear the resignation in my voice. |
... |
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