Nissan = Cars with Baggage

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 18 December 2024

⏱️ 28 minutes

🔗️ Recording | iTunes | RSS

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Summary

Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan’s business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration company. Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year. CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html Companies discussed: HMC, NSANY Host: Mary Long Guests: David Meier, Stephanie Guild, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's not a car crash.
0:06.0	It's consolidation.
0:07.4	You're listening to Motleyful Money.
0:13.7	I'm Mary Long, joined today by David Meyer.
0:16.3	Somewhat of a car guy, David Meyer, I should say, which is how you described yourself
0:20.8	just in the
0:21.3	pre-recording. David, how are you this morning? I'm doing well, thank you. How are you?
0:25.3	I'm doing great. Good to be here. We'll kick today off talking about two carmakers,
0:29.9	hence the somewhat of a car guy comment. Honda and Nissan are in talks to join forces. We're
0:35.5	unsure at the moment what exactly this would look like,
0:38.2	whether it's a merger, an acquisition, maybe some kind of holding group situation. But the market
0:43.6	likes this news for Nissan. Stock is up 17% this morning. David, you got any immediate takes on this?
0:50.0	What did you think when you first saw this headline this morning? So I literally did a double take when I saw the headline flash across my
0:57.8	across Bloomberg TV this morning.
0:59.9	And I was like, wait, what?
1:02.1	So this is a bit of a surprise.
1:05.4	It's not every day that you see two large Japanese companies.
1:09.8	And I'll stress Japanese for now, want to merge.
1:13.2	And in fact, in my 20 years of investing, I don't think I've ever seen two Japanese companies
1:19.6	talking about merging. So I talked about this on the morning show as well on Wednesday,
1:25.1	the 18th. And so I asked a fellow fool and a more experienced international
1:30.6	investor and our friend Bill Mann, I was like, dude, is this common? And he was like, no, it's not.
	...

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