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Motley Fool Hidden Gems Investing

Mall Retailers are Alive and Well

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 31 May 2024

⏱️ 39 minutes

🧾️ Download transcript

Summary

Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop. (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. - Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon. (19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop. (35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group. Stocks discussed: PYPL, SPG. Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

All names are riding all-time highs. Should investors be buying? This

0:08.9

week's Motley Full Money Radio show starts now. Now. Everybody needs money.

0:27.0

money.

0:28.0

That's why they call it money.

0:30.0

The best things in a life are free, but you can give them to the

0:35.0

brothers and be the people.

0:37.0

From Fool Global Headquarters, this is Motley Fool Money.

0:40.0

It's the Motley Full Money radio show.

0:42.0

I'm Dylan Lewis, joining me over the airwaves, Motley Fool Money Radio Show. I'm Dylan Lewis.

0:42.8

Joining me over the airwaves, Motley Fool's senior analyst, Matt Argersinger, and

0:46.4

Jason Moser.

0:47.4

Fool's, great to have you both here.

0:49.4

Hey, Helen!

0:50.6

We've got the Skinny on real estate from a fool favorite CEO the surprising strength in

0:55.6

mall retail names and of course stocks on our radar it may be a little bit late

1:00.4

in earning season but we got plenty of big moves this week we're

1:03.5

gonna be running through them kicking off the rundown of earnings movers and

1:07.2

shakers kava jason an extra scoop of brays lamb and a result from Kava this week.

1:13.2

The Mediterranean fast casual concept beat on expectations,

1:16.4

bringing the company to new all-time highs.

1:19.0

Yeah, just waitily introduce the steak to the menu.

1:21.4

They seem to be very excited about that new option for

...

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