meta_pixel
Tapesearch Logo
Log in
Motley Fool Hidden Gems Investing

Stocks for Thanksgiving and the Power of Habit

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 26 November 2021

⏱️ 39 minutes

🧾️ Download transcript

Summary

It's our Thanksgiving Special! Host Chris Hill and Motley Fool analysts Ron Gross and Jason Moser explain why they're thankful for The Trade Desk, Costco, Home Depot, and Lowe's. We discuss why investors might want to avoid Peloton, Zillow, and Avis Budget Group. And since no Thanksgiving is complete without dessert, we dig into a few slices of humble pie and talk Under Armour, Verizon, and Macy's. Ron and Jason share why the Energy Select Sector SPDR and Roblox are on their radar, as well as investing resources for anyone hoping to learn more about finance. Plus, we talk Procter & Gamble, Target, and toothpaste when we revisit our conversation with Charles Duhigg, bestselling author of The Power of Habit: Why We Do What We Do in Life and Business. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

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. It's the Motley Fool Money Radio Show. I'm Chris Hill joining me this week's Senior Inlands.

0:23.0

Jason Moser and Ron Grosgood to see was always gentlemen.

0:26.0

Hey, hey, Chris. It is our Thanksgiving special. We're going to give thanks for some stocks. We will call out a few turkeys.

0:34.0

We'll revisit a conversation with bestselling author Charles DuHig and we've even got a couple of stocks on our radar.

0:39.0

But it is our Thanksgiving special guys and that means one thing only.

0:45.0

That's right. It gets me every year.

0:48.0

The one show per year where we blow all our money on a single special effects.

0:55.0

Jason Moser, we're going to start with dessert because we're adults. That's one of the good things about being an adult. You can eat dessert first.

1:03.0

Let's start with a serving of humble pie. What is a stock or a business story over the past year that you were wrong about?

1:12.0

Well, maybe not just this past year, but the past couple of years easily. I remember when Patrick Frist took over a CEO of Under Armour back in January of 2020.

1:23.0

I said to myself, I wouldn't be shocked at all to see Under Armour double from that price at the time.

1:28.0

It really felt like they had appropriately addressed the leadership issue and refocused on their business as opposed to just wanting to beat Nike.

1:35.0

Kevin Plank was always so fond of saying and fast forward to today. The stock stocks up about 15% since then Chris A shares I think up around 20%.

1:47.0

Nike up close to 75% of that same stretch. So for me, Under Armour, I mean, they need to probably look at maybe changing their ticker to UW because most investors are still underwater on this thing.

1:58.0

I don't know if it's going to pick back up anytime soon. Revenue, they're calling for maybe 25% growth for the full year, which is good, but that's coming off some pretty weak performances as of late.

2:09.0

Obviously the connected fitness investments were total bomb. Is this a value trap? I don't know, maybe it does feel like there's a business there. They do make good stuff.

2:19.0

There is some brand equity there, but I don't think it's as strong as it is it once was. So perhaps there's still as a future for Under Armour. I keep a small position and it'll hang onto those shares just just to follow the company.

2:30.0

But yeah, this really just feel like one that that that that I got wrong.

2:35.0

Ron, what about you?

2:37.0

Unfortunately, I have to go with Verizon, which I personally bought in March of 2020 when the stock market was obviously in turmoil down big. I bought the stock in the low 50s and a year and a half later the stock is in the low 50s.

2:53.0

Meanwhile, the stock market has almost doubled up about 98% for IZN's one of the world's worst performing stocks of 2021. My main motivation was to play the 5G theme through owning Verizon. If I had just listened to my friend Jason, I probably could have saved myself some of that pain.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.