MarketFoolery: 05.03.2012
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 3 May 2012
⏱️ 25 minutes
🧾️ Download transcript
Summary
It's time for another round of Yes, No, or Maybe So. Our analysts explain why they’re bullish on Amazon.com and Whole Foods, why they're bearish on Chesapeake Energy and defense contractors, and why they're on the fence about Apple and Sotheby's.
Transcript
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| 0:00.0 | It's Thursday, May 3rd. This is Market Foolery. I'm Chris Hill and joining me in studio today for Motley |
| 0:07.3 | Stock Advisor, Jason Moser, the Motley Full Asset Management, Bill Barker. |
| 0:11.1 | Gentlemen, happy Thursday. |
| 0:12.7 | Thank you, Chris. |
| 0:13.4 | We're going to wrap up the week with a round of yes, no, maybe so. |
| 0:16.7 | I don't think we've done this in a while. |
| 0:18.0 | This is where the guys come to the table with two stocks they really like, |
| 0:20.6 | two stocks they really don't like, and a couple of stocks that they are on the fence about. |
| 0:26.0 | Jason, I'll start with you. |
| 0:28.0 | What is your yes stock? |
| 0:29.0 | Well, they just rocked Mr. Market's world again last night when they released earnings. Whole Foods Market just killing it again. |
| 0:36.0 | Comfortable store sales up, I believe, 9.5% and record weekly store sales. |
| 0:42.0 | Let me see here, $700,000 per week, average weekly store sales, |
| 0:47.2 | and that breaks out to sales per square foot of $971, an operating margin of 7.1 percent. |
| 0:53.2 | And just to put that into context last year at the same time, a weekly store sales were at |
| 0:57.4 | 644,000 with sales per square foot of $888 and an operating margin of 6%. |
| 1:03.6 | So they continue just to fire on all cylinders. |
| 1:07.4 | And I think the whole, you know, that joke of whole paycheck, |
| 1:11.6 | you know, whole, I mean, they kind of spun that thing around, tipped it on its head a little bit. |
| 1:15.0 | You should have been, you should have been investing your whole paycheck in Whole Foods market and they continue just to really, really shine and just, I think that you can still buy the stock today. I know we don't |
| 1:26.5 | ever want to look at a company and put everything, all of our analysis on just one |
| 1:32.4 | metric but I am curious whether it's Whole Foods or any |
... |
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