Strong Earnings Results, Mixed Reactions

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 19 April 2024

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions. (00:21) Ron Gross and Matt Argersinger discuss: - Whether investors should be buying Netflix’s “pay attention to this, not that.” - What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues.. - The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis. (19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity. (35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS. Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Earning season is picking up. We've got streamers, big banks, and cyber attacks. The
0:09.5	Botley Full Money Radio show starts now. Everybody needs money.
0:27.0	money.
0:28.0	That's why they call it money.
0:30.0	The best thing in a life are free. but you can give them to the pros and
0:35.8	be the people. From Pool Global Headquarters, this is Motley Fool Money.
0:40.3	It's the Motley Full Radio Show. I'm Dylan Lewis. Joining me over the Airwaves the Motley Fool's
0:44.1	senior analyst Matt Argersinger and Ron Gross.
0:47.4	Fools, great to have you both here.
0:48.7	How you doing, Dylan?
0:49.6	Dylan.
0:50.6	We've got a look at banking, real estate, and observance of Financial Literacy Month and of course stocks on our radar,
0:57.0	but we are going to start off with the earnings parade, and we're going to start off with one of the most highly followed fool stocks out there. Ron, Netflix
1:04.3	reported this week shares down 7% following the report. The OG streamer
1:09.2	posted what looked like a pretty good report revenue earnings subscribers all ahead of
1:14.5	expectations Ron stock is down what gives exactly you nailed it big report
1:20.9	from Netflix well we'll get into some of the metrics, but the stock sold off, I think mostly because of some disappointing revenue guidance for the rest of this year, and also a bit of lack of transparency from the company going
1:35.2	forward which the analyst community for sure does not appreciate but we can
1:40.6	talk about that in a bit let's look at some of the numbers they added 9.3 million
1:45.2	subscribers in the quarter the particular strength in the US and Canada that's even more
1:49.9	impressive when you consider that expectations were only for 4.8. So they did 9.3, expectations were 4.8. Pretty good. Was a drop from last quarter's 13 million though? I don't think anyone expected to be anywhere near that but they
2:05.4	did a really nice job there total subscribers now almost 270 million again
	...

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