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Motley Fool Money

Motley Fool Money: 11.28.2014

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 25 November 2014

⏱️ 39 minutes

🧾️ Download transcript

Summary

On our Thanksgiving Special, our analysts talk turkey, share some stocks they're thankful for, and eat some humble pie. Plus, corporate governance expert and film critic Nell Minow talks about the Uber controversy, Toy Story 4, and the future of the movie business.

Transcript

Click on a timestamp to play from that location

0:00.0

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

0:07.0

From full global headquarters, this is Motley Fool Money.

0:19.0

It's the Motley Fool Money Radio Show. Thanks for being here. I'm Chris Hill and joining me in studio this week from Motley Fool One, Jason Moser, from Motley Fool Income Investor, James Early, and from Million Dollar Portfolio, Ron Gross.

0:29.0

Good to see you as always, gentlemen. Good to see you.

0:31.0

It is our Thanksgiving special. We will give thanks for stocks and identify a few turkeys.

0:36.0

This is the show. This is the one show where we actually spend money on sound effects. We blow our whole budget on that one.

0:44.0

That's like it's worth it. I mean...

0:46.0

Absolutely worth it. We will dip into the full mail bag and as always we'll give you an inside look at the stocks on our radar.

0:51.0

But let's start because it is our Thanksgiving special. Let's start with a round of humble pie. Let's just go around the table.

0:58.0

Is it necessary? You know what? Let's be better than some of the other financial shows that only tell their winners. Let's just go around the table.

1:09.0

That's fair. Take one story or stock from 2014 that you were wrong on. Talk about it. Go ahead, Ron.

1:16.0

I was wrong. It was a sin of omission rather than co-mission. I put William Sonoma on my watch list.

1:24.0

I had around $45 a share at one point and did my research. Hey, my research turned up that it wasn't really for me. It wasn't appropriate.

1:33.0

There was too much of the thesis relied on moving into a bigger online presence and the William Sonoma story is doing better.

1:40.0

They have Pottery Barn and West Elm. Also I will remind you. So that was $45. We sit now at $74. The stock is of 28% this year.

1:49.0

Person that sits directly next to me and across our chief investment officer is a big fan of the stock and I failed to listen to him.

1:56.0

So Ron, do you feel worse if you leave out an idea? You're looking at an idea. It turns out to be a good one but you pass on it as opposed to taking an idea that you think is good but then really fails to develop to the end.

2:09.0

I think I understand the question but I'll answer it how I think I do. I don't mind if I miss something. I mind if I lose money.

2:16.0

James Early.

2:18.0

I am going with female health. This is a sin of co-mission. This company makes female condoms that protect women from STDs but unfortunately give them a good protection from STDs and make that clear.

2:30.0

Unfortunately, I did not protect my subscribers very well against the declining profits of female health company and the cut dividend.

2:38.0

This is a small market cap company and these guys I think were just a little bit, I mean the company had been around for a long time but they're just kind of novice in terms of big lights and the public markets.

...

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