Microsoft’s Cloud Nine

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 20 July 2018

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Microsoft shares hit an all-time high thanks to strength in the company’s cloud business. Netflix falls on concerns over subscriber growth. American Express doesn’t get rewarded. And Skechers gets kicked around. Analysts Matt Argersinger, David Kretzmann, and Jason Moser discuss those stories and weigh in on the latest from eBay, Domino’s, and Papa John’s. Plus, Motley Fool co-founder David Gardner talks with best-selling author Dan Pink about the science of perfect timing. Thanks to Harry’s for supporting Motley Fool. Get your Trial Set – go to Harrys.com/fool . Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Thanks to Harry's for supporting Motley Full Money, Harry stands behind the quality of their blades,
0:04.8	but they know that switching razors isn't an easy decision, so they created a trial offer.
0:10.0	Claim yours by going to Harry's.com-slash-fool.
0:14.0	Everybody needs money. That's why they call it money.
0:22.0	From full global headquarters, this is Motley Full Money. It's the Motley Full Money Radio Show.
0:34.8	I'm MacRere sitting in for Chris Hill this week and joining me in studio, we have Motley Full
0:39.8	Analyst Matt Argersinger, Jason Moser, and David Kretsman. Gentlemen, welcome. How you feeling?
0:45.4	You're pretty good, Mac. Thanks. Well, good. Well, on today's show, guys, we have Dan Pink talking
0:50.2	timing. We're going to serve a couple of slices of pizza. One kind of good and one. Well, we'll get to.
0:58.8	Mac Pizza's pizza, right? Even bad pizza is still pizza, no more they say. Yeah, yeah, it's a little
1:04.2	more complicated. We'll get to that. And we're going to share some stocks on our radar. But, guys, let's
1:08.2	begin with earnings. And this is all playing out against the backdrop where we have a trade war
1:14.0	that could be growing and a president who is openly criticizing the Federal Reserve. So why are we
1:19.3	beginning with earnings? Because we're bottoms up investors. We focus on companies and the company
1:24.2	that we want to focus on initially, a little company named Microsoft. Jason, strong earnings,
1:31.1	strong numbers across the board, especially in Microsoft's cloud business. Absolutely. I do think
1:36.5	that the most important takeaway from what Microsoft continues to do, quarter and a quarter out
1:41.0	here is the value in smart forward thinking leadership. I think that's what Satya Nadella has
1:46.8	brought to the table and clearly can make all of the difference in the world. And we're seeing that
1:50.1	play out for a long time. Steve Balmer was was was steering the ship and it seemed like he was very
1:56.8	much the the status quo and sort of just reactive to competing with Apple and the device wars.
2:03.3	And really they had no edge in no reason to even be trying to do that. They were clearly getting
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