MarketFoolery: 02.25.2014
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 25 February 2014
⏱️ 24 minutes
🧾️ Download transcript
Summary
We dig deeper into Comcast’s deal with Netflix and what it means for consumers and investors. Plus we analyze Home Depot’s latest quarter, give a preview of Mobile World Congress 2014, and share more movies about business & investing.
Transcript
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| 0:00.0 | It's Tuesday, February 25th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Hill joining me in studio today for Million Dollar Portfolio, Mike Alton, and |
| 0:08.8 | from Motley Full Funds, Tony Arstow. |
| 0:11.0 | Good to see you guys. |
| 0:12.0 | Thanks for making it in on a snowy day. |
| 0:14.0 | Well, it's hard to start staying or to continue to stay home on snowy days, |
| 0:20.0 | seen as they all seem to be snowy days. |
| 0:22.0 | Well, and as we were just talking about, Tony and I live walking distance from the office so |
| 0:25.3 | there's pretty much no excuse for us. It's a pretty bad explanation. |
| 0:28.6 | Yeah. We're going to dip into the full mailbag. We will continue Oscar Week and talk movies about |
| 0:35.8 | business investing and money, all things money. But let's start with a little bit of earnings |
| 0:40.8 | and that's Home Depot. The fourth quarter looked pretty good, Mike, |
| 0:44.4 | profits up 7%, same store sales up 4.5%, they raised their dividend. On the |
| 0:51.0 | surface it seems pretty good. The stock up a couple of percentage points, but I'm seeing the phrase mixed bag all over the media when it comes to this quarter. |
| 1:01.8 | Yeah, you know, I don't really agree with that notion. |
| 1:05.8 | It's really hard to call this anything but a good quarter. |
| 1:08.0 | The average ticket was up. |
| 1:09.5 | If you're to go ahead and strip out the effect of the last year's comparable period, having an extra week, customer |
| 1:16.4 | visits were up, and they continue to get nice operating leverage. |
| 1:20.8 | This is a business which, you know, I kind of pan the last quarter or I |
| 1:24.3 | didn't really pan the last quarter but the stock as it being overpriced and really |
... |
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