meta_pixel
Tapesearch Logo
Log in
MarketFoolery

MarketFoolery: 03.08.2012

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 8 March 2012

⏱️ 22 minutes

🧾️ Download transcript

Summary

It's time for another round of Yes, No, or Maybe So. Our analysts explain why they’re bullish on Intel and Joy Global, why they’re bearish on Overstock and General Motors, and why they're undecided on K12 and Wells Fargo.

Transcript

Click on a timestamp to play from that location

0:00.0

It's Thursday, March 8th, and this is Market Foolery. I'm Chris Hill and joining me in studio today for Motley

0:07.2

Full's stock advisor, Jason Moser, and from Motley Fool Pro, Jeff Fisher.

0:10.9

Gentlemen, happy Thursday.

0:12.0

Hey, Chris, the 8.

0:13.0

We're going to do a round of yes, no, maybe so.

0:16.0

This is where the guys each come to the table with a stock they like, a stock they don't like,

0:20.0

and one they are on the fence about.

0:22.0

Let's start with the yes stocks.

0:25.0

Jeff, I'll start with you.

0:27.0

What's your yes stock?

0:28.0

A company that we all know in love, or should love, is Intel. and what I love about why should I love it I know it he's

0:36.5

gonna tell you I'll tell you right now what I love about Intel the past three

0:40.0

years or so during which time pro has owned it is the market or Wall Street analysts

0:45.3

have been neutral to bearish on it year after year expecting earnings to flat line

0:51.8

every year.

0:53.0

And instead, Intel has had three record years.

0:55.9

2011 was their strongest year ever, with revenue up 24%, earnings up 20%.

1:02.1

They sold more PC microprocessors in 2011 than they ever had before,

1:07.0

which might surprise you given that all the talk is about smartphones and tablets.

1:11.0

But their PC client group grew revenue set up. smartphones and

1:14.1

smartphones on tablets, but their PC client group grew revenue 17% and average prices on these chips increased. Now why is that?

1:20.4

Because the emerging markets now account for two out of every three incremental PC units sold.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.