Pizza & Beer, with a Side of Clorox
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 4 February 2019
⏱️ 25 minutes
🧾️ Download transcript
Summary
After the Super Bowl, isn’t it appropriate that Papa John’s is in the news? MFAM Funds portfolio manager Bill Barker analyzes the ongoing drama with Papa John’s, as well as the latest earnings report from Clorox. “Merger Monday” lives up to its name as Ultimate Software is acquired in an all-cash deal worth $11 billion. Plus, we dip into the Fool Mailbag to discuss dividend reinvestment strategies, and debate the ripple effects of a single beer commercial during the Super Bowl. (Tangents include charcoal brands and how seriously Anheuser-Busch InBev takes their marketing.)
Transcript
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| 0:00.0 | It's Monday, February 4th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Hill joining me in studio today. |
| 0:07.0 | From M-FAM Funds, it's Bill Barker. |
| 0:10.0 | Happy Monday. |
| 0:11.0 | Thank you. |
| 0:12.0 | It's a happy Monday for people in New England after last night's atrocity of a game. |
| 0:18.0 | Maybe the most unwatchable of Super Bowls. |
| 0:20.0 | And we'll get to the Super Bowl, don't worry. But we've got earnings, we've got some activism |
| 0:25.6 | news, we're going to dip into the full mail bag. But we're going to start with Merger |
| 0:30.4 | Monday because it is once again Merger Monday. |
| 0:33.2 | In this case, ultimate software, great name, being acquired by a private investment firm for |
| 0:40.2 | $11 billion. |
| 0:41.4 | This is an all-cash cash deal shares of ultimate software up 20% |
| 0:46.6 | good day for the shareholders and this is one that I don't think we've ever |
| 0:52.2 | talked about like what is this company do besides have a great name because this is this is one that you and your colleagues in M-FAM funds have known about and I believe invested in for a while now. |
| 1:05.0 | Yeah, it's a happy Monday for shareholders of Ultimate. |
| 1:09.0 | Two of our funds have been long-term shareholders of it thanks to Tony Arstah. Let's give |
| 1:15.2 | credit where credits do for his work on this company going back to at least |
| 1:20.7 | 2014 probably earlier and it is a payroll and human |
| 1:29.1 | Management, Human Resources Management Company which is geared toward sort of middle-sized companies. |
| 1:37.9 | And it has had a great run, of course, the employment numbers, not just recently, but for going on seven, eight years |
... |
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