Netflix, IBM & the Cybersecurity Consolidation
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 20 January 2016
⏱️ 21 minutes
🧾️ Download transcript
Summary
Netflix falls despite a good quarterly report. IBM’s revenue falls for the 15th quarter in a row. Plus we dip into the Fool Mailbag and discuss the coming consolidation in the cybersecurity industry.
Transcript
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| 0:00.0 | It's Wednesday, January 20th. |
| 0:03.4 | Welcome to Market Foolery. |
| 0:04.5 | I'm Chris Hill joining me in studio today |
| 0:06.2 | from Motley Fool Rule Breakers in Supernova, David Kretsman, |
| 0:09.4 | and from Motley Full Funds Tony Arstah. |
| 0:11.6 | Happy Wednesday Wednesday gentlemen. |
| 0:12.8 | Good to be here. |
| 0:13.8 | It's good to be here. |
| 0:15.0 | It's not good to be on Wall Street. |
| 0:17.0 | Because holy cow is there a lot of red out there. |
| 0:20.0 | We're going to get to some earnings from Netflix and IBM. We will dip into the full mail bag. But maybe |
| 0:26.6 | good just to start with a comment from our friend and your colleague Tony Bill Mann who wrote on Twitter this morning and it's a nice reminder |
| 0:36.3 | on days like today when again there's so much red out there but what Bill wrote on Twitter was market |
| 0:44.0 | volatility scares people, scared people flee, fleeing creates bargains. |
| 0:48.8 | Bargains are what investors should want and it is what we should want and we talk all the time about have a little |
| 0:57.2 | cash on side have a watch list that kind of thing but still kind of painful. |
| 1:02.0 | It can be painful to look at but there are some bargains appearing so that's always the nice part. |
| 1:08.0 | Let's start with Netflix. |
| 1:10.0 | Fourth quarter profits came in higher than expected. |
| 1:12.0 | David, we had talked recently. You were out at... of Profits came in higher than expected. |
| 1:12.6 | David, we had talked recently. |
| 1:14.2 | You were out at CES and big presentation from Netflix, |
... |
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