Mag Seven or Lag Seven?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 5 January 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money. - Holiday e-commerce and retail numbers, and what they say about the shopping season. - Why Walgreen’s status as a Dividend Aristocrat is over. (19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024. (34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust. Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	New Year, same crew bringing you the weekly, stock market news.
0:08.8	Motley Full Money starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free. but you can give them to the pros and
0:35.8	be the people. From Fool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Money radio show. I'm Dylan Lewis joining me over the airwaves,
0:44.0	Motley Fool senior analysts, Matt Argersinger, and Jason Moser.
0:48.0	Gentlemen, great to have you both here for the new year.
0:50.0	Hey, hey, happy new year.
0:52.0	We've got a big name cutting its dividend,
0:54.0	some inspiration for folks getting back on top of their finances in the new year,
0:58.0	and of course stocks on our radar,
1:00.0	but we're going to kick off today
1:02.0	carrying forward one of the big themes of
1:04.1	2023. Matt, the Magnificent Seven companies did a lot of the heavy lifting in
1:09.3	2023, leading to a lot of the big gains, especially in the major indices.
1:14.0	Where does some of those companies sit now?
1:17.0	Yes, they certainly did their share last year, Dylan.
1:20.0	I mean, we look at the seven companies.
1:22.0	Let's start with Alphabet.
1:23.8	2023 returns, 58%. Amazon, 81%.
	...

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