Motley Fool Money: 10.14.2011
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 14 October 2011
⏱️ 39 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Everybody needs money. That's why they call it money. |
| 0:16.0 | From Fool Global Headquarters, this is Motley Fool Money. |
| 0:19.5 | Welcome to Motley Fool Money. Thanks for being here. I'm your host, Chris Hill, and joining |
| 0:22.6 | me in studio this week from Motley Fool, Hidden Gems, Seth Jason, from Motley Fool income |
| 0:26.5 | investor James Early, and for a million-dollar portfolio, Ron Gross. Guys, good to see you. |
| 0:31.5 | Good to see you. We have got retail numbers, earnings reports, and a billionaire go into |
| 0:36.7 | the big house. We've got best-selling author Jim Collins talking about what enables companies |
| 0:41.4 | to thrive during chaos, and we've got a few stocks on our radar. But we begin with the |
| 0:45.7 | big macro. A lot of headlines at the end of the week, guys. Tim Geitner said on Friday |
| 0:50.7 | that the IMF has substantial resources to help with Europe's debt crisis. Retail sales in |
| 0:56.9 | September were up 1.1%, that's the fastest growth in seven months, and US consumer sentiment fell |
| 1:03.2 | in the latest survey with consumer expectations falling to their lowest level in 30 years. |
| 1:09.2 | There's a lot there, Ron Gross. I'll start with you. What's your headline of the week? |
| 1:13.5 | Chris, I liked the good old days when we could just ignore the economy and look at companies, |
| 1:17.9 | especially the European economy. We have to bring in Slovakia now into our analysis now. |
| 1:24.1 | We have so many systemic problems here. It's hard really to know what kind of long-term |
| 1:30.5 | implications these are going to have, and we have such volatility in the stock market on a daily |
| 1:34.2 | basis, up 2%, down 2%. It's really hard to cut out the noise, but I think it's really crucial to |
| 1:40.4 | do so and get back to looking at companies and how they generate cash flow and kind of let the |
| 1:45.5 | economy take care of itself. I think the challenge is that stock correlations are now higher than |
| 1:50.0 | ever, at least higher than in any time in recent history, which is kind of the opposite of a stock |
| 1:54.2 | picker's market in a way that emphasizes the macro stuff. Now it won't be that way forever. |
... |
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.

