Software Eating The World, Healthcare Stocks to Watch

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 18 June 2021

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Adobe hits an all-time high on earnings. Kroger raises guidance and announces a $1B stock buyback. The Honest Company issues its first report as a public company. Homebuilder Lennar posts strong profits. And electric-truck maker Lordstown Motors needs new management. Ron Gross and Jason Moser analyze those stories, discuss value plays vs. value traps, weigh in on El Pollo Loco’s flying chickens, and share two stocks on their radar: Qorvo and GAN Limited. Plus, Motley Fool healthcare contributor Keith Speights discusses the latest on Covid vaccines, Johnson & Johnson, and the controversy surrounding the FDA’s approval of Biogen’s treatment for Alzheimer’s. Looking for official stock recommendations? Get 50% off Stock Advisor just by going to http://RadarStocks.fool.com. 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.
0:07.0	From full global headquarters, this is Motley Fool Money.
0:10.0	It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week's senior
0:22.0	analyst Jason Moser and Ron Gross. Good to see you. He's always gentlemen.
0:26.0	Hey, Chris. We've got the latest headlines from Wall Street.
0:29.0	We've got the latest on the healthcare industry.
0:31.0	And as always, we've got a couple of stocks on our radar that we begin with software eating
0:36.0	the world. Shares of Adobe hit a new all-time high on Friday after second quarter profits
0:41.8	in revenue came in higher than Wall Street was expecting.
0:45.0	Software company also upped their guidance for the current quarter.
0:49.0	Jason, there is a lot to like with Adobe. What stood out to you?
0:53.0	Oh, Chris, I am just such a happy shareholder.
0:56.0	This was just a lovely quarter. It seems on all counts.
1:00.0	Adobe, it's so interesting. This is to me.
1:03.0	This is one that just hides in plain sight.
1:05.0	A lot of people maybe don't own it. They feel like it's too big or maybe they feel
1:10.0	like they're too late. Well, it's not too big and you're not too late.
1:13.0	This is one you want to have on your radar.
1:16.0	You pick with this digital media company utilizing a subscription model,
1:20.0	subscription revenue, basically 90% of the business with gross margins to boot.
1:24.0	There are just a lot of good things going on with this business.
1:27.0	When you look at the numbers, I think that really tells the tale for the quarter.
	...

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