Sometimes Second Acts Work Out

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 30 November 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

When disruption strikes, what a company does next is crucial. (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade. (20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today. Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Who says there's no such thing as second acts? Motley Full Money. I'm Deidra Willard here with Motley Full Money. I'm Deidro Willard here with Motley Full
0:24.1	analyst Bill Barker. Bill, how's it going?
0:26.1	It's well, thanks.
0:27.8	Good. Well, I know you like to keep an eye on the macro like I do. I heard you talk on the
0:33.7	morning show the other day about the revised GDP.
0:36.4	Today we've got the PCE, the Personal Consumer Expenditures Index,
0:40.8	came out today right in line with expectations around 0.2%. This is they call it the Fed's favorite
0:46.0	indicator. So Seamus seems pretty good. Are we out of the woods? Can we just hev a sigh of relief hikes are over it's done?
0:56.0	I could complicate the answer I'm just going to go with yes today.
1:00.0	Why not?
1:01.0	Well you never know it's a it's Wait, I want a complicated answer.
1:03.4	Well, you never know.
1:04.4	It's a complex world, infinite possibilities
1:07.8	exist out there in the multiverse.
1:10.0	But inflation is now, if you go to your favorite inflation now cast site which
1:18.8	is probably the Cleveland Fed you know the numbers for November and for the fourth quarter, whether you're
1:26.8	talking about CPI, CPP, CPE, C or PC, they start with twoos or threes and it's becoming more twos than threes now.
1:39.6	And we all know the magic number is two.
1:42.1	Yes. 2.0.00 2% 2.9 not good enough
1:46.4	Powell has been very clear on that but and and I think it's you know there's there's some
1:50.8	discussion from some intelligent people about all right we
1:53.2	we got to get to two to establish credibility but you know maybe in the future we
	...

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