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Motley Fool Hidden Gems Investing

Motley Fool Money: 11.09.2012

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 9 November 2012

⏱️ 39 minutes

🧾️ Download transcript

Summary

What does President Obama's re-election mean for investors? Is McDonald's losing its mojo? Is Amazon's latest move a big threat to Netflix?  Our analysts tackle those questions and share some stocks on their radar. 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.

0:16.0

From Fool Global Headquarters, this is Motley Fool Money. Welcome to Motley Fool Money.

0:20.4

Thanks for being here. I'm your host, Chris Hellen. Join me in studio this week from Motley

0:23.8

Fool Inside Value, Joe Megger, from Motley Fool Income Investor, James Early, and for million

0:28.0

dollar portfolio, Ron Gross. Gentlemen, good to see you as always. Hey, you just see you, Chris.

0:32.6

The video streaming industry just got more interesting and a couple of internet stocks just

0:36.7

got cheaper. We will dig into all of that. Plus, as always, give you a look at the stocks

0:40.5

on our radar. But we begin with the big macro. In this week, in case you missed it, we had

0:46.2

a presidential election. If you missed it. President Obama was re-elected on Tuesday

0:50.2

night and Ron Gross, I'll start with you. That was Tuesday night. Wednesday morning, the

0:54.8

market fell about two and a half percent. What did you make of that? Well, I think the

0:58.7

election served as a really nice distraction for everyone. And when we woke up the next morning,

1:03.3

everyone realized, including the media, that we actually have to focus once again on the

1:06.9

fiscal cliff and the European mess, which are real problems, and they're coming quick.

1:12.4

And the market just sold off. James? I disagree, actually. I think that the, well, I'm

1:17.4

not allowed to do so. Show's over. I don't disagree with those being

1:20.9

thematic issues. I think, though, that it was actually a pretty close race coming in

1:25.8

the election. There was a good chance perceived by Wall Street that Mitt Romney was going to

1:29.1

win when that didn't happen. We saw a lot of the stocks selling off. I mean, the predictable

1:34.3

happened, though, overall. I mean, the hospitals rose, right? Because Mitt Romney was going

1:38.3

to back off on Dodd-Frank and Obamacare. So we saw banks fall. We saw hospitals rise,

1:45.6

kind of as we expected. I think the two are tied. If I marry you, you know, if Romney

...

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