Tech: Bargain Bin Buys and Bottomed Out Businesses
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 25 September 2020
⏱️ 31 minutes
🧾️ Download transcript
Summary
After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphle. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wild-C-C-C-Chert Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.3 | It's Friday, September 25th and we're talking about cheap tech stocks. |
| 0:31.0 | I'm your host Del Lewis and I'm joined by Fool.com's extreme interest of essential extra edits, |
| 0:35.6 | Brian Feroldi. Brian, I don't think that's true. I think that you are, at least when it comes to audio pretty clean. |
| 0:43.8 | We don't have to do too much editing here on industry focus. |
| 0:46.2 | As long as I don't have to pronounce anything, write anything, or spell anything, I'm okay. |
| 0:51.4 | That's true, you are a TMS typo and you know it's good to own that I think. |
| 0:55.0 | That's right. Celebrate your weaknesses in life. |
| 0:59.0 | Well if you own them then it just becomes something people expect and enjoy you know what |
| 1:03.4 | which is fun. Brian we are going to be talking about cheap tech stocks on today's |
| 1:10.5 | show and and maybe this is kind of a palette cleanser for all the people that have |
| 1:14.1 | listened to us talk about J-Frog and Snowflake and Zoom and Zoom info over the last couple weeks |
| 1:19.4 | and said guys I mean it's great but at the same time I'm looking for something that's not trading at 50 times sales. |
| 1:25.0 | And talk about a roll reversal here. I mean, you're right. We have talked about nothing but awesome businesses that are tech stocks that are dominating growing like |
| 1:34.4 | crazy their stocks are on fire this show today is basically the exact |
| 1:39.6 | opposite of all of that and I think I think as we start the conversation it's important for us to |
| 1:46.3 | talk about what we mean when we say cheap because there are going to be people |
| 1:50.2 | that say okay I'm expecting you to talk about penny stocks. That's not what |
| 1:54.6 | we're going to be doing here. We are looking at companies that are cheap on a |
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