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Motley Fool Hidden Gems Investing

Motley Fool Money: 03.02.2012

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 2 March 2012

⏱️ 39 minutes

🧾️ Download transcript

Summary

Retailers and automakers post strong results for February. Online review site Yelp goes public.  And Google's new privacy policy goes into effect.   Our analysts discuss those stories and share three stocks on their radar.  Plus, we talk Apple, China, and the business of habits with New York Times investigative reporter Charles Duhigg, author of The Power of Habit:  Why We Do What We Do In Life and Business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Everybody needs money. That's why they call it money.

0:09.0

From full global headquarters, this is Motley Full Money.

0:19.0

Welcome to Motley Full Money. Thanks for being here.

0:21.0

I'm your host Chris Hellen joining me in studio this week for Motley Full Stock Advisor, Jason Moser,

0:25.0

from Motley Full Inside Value Joe Maker, and from Motley Full Pro Jeff Fisher.

0:29.0

Gentlemen, good to see you.

0:30.0

Howdy, Friday.

0:31.0

We have got a hot new internet IPO, and we're going to talk about Google's new privacy policy.

0:36.0

We've got Charles DuHig from the New York Times to talk about his series of articles on Apple and Foxcon, as well as his new book, The Power of Habit.

0:44.0

Why we do what we do in life and business, and as always, we've got a few stocks on our radar, but we will begin with the big macro.

0:51.0

A lot going on this week, guys. A bunch of retailers posting some strong results.

0:56.0

Auto sales in February, much better than expected.

0:59.0

Oil still hovering around 108, a barrel, and the Case Schiller Index showed home prices down to their lowest point since mid-2006.

1:08.0

Let's just go down the line. Joe Mager, what's your big macro headline of the week?

1:12.0

Oh, it's auto sales. They've really bumped up, and I think there's a lot more room to run here.

1:16.0

There's about 12 million cars worth of pent-up demand from the past few years, where people have just delayed by new cars, because of a tough economy, and right now that's finally come and do.

1:26.0

I think you're going to see that really start to ramp up over the next two years.

1:29.0

Jeff?

1:30.0

Oil prices. But Europe is more vulnerable to rising oil prices than the US. A couple of reasons for that.

1:36.0

We have so much natural gas, shale gas here in this country, abundant, cheap, and our winter has been mild.

1:43.0

Most households here.

1:45.0

Yeah, I'm wearing, anyway, most households here have had very low heating bills all winter, and so that offsets the rising price of fuel for their car.

...

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