The Great Divide
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 1 April 2020
⏱️ 24 minutes
🧾️ Download transcript
Summary
Some online companies, including Netflix and Amazon, saw their shares rise for the first quarter despite the historically bad quarter. What does the growing divide between online business and traditional businesses mean for investors? Motley Fool analyst Jason Moser tackles that question, talks about why Domino’s and Nike are well-positioned going forward, weighs in on Macy’s getting the boot from the S&P, and talks about the slowdown in the housing market.
The Motley Fool is donating $1 million to Health Research Incorporated, which is managing New York State’s COVID-19 response fund. To contribute, go to donate.fool.com.
Transcript
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| 0:00.0 | It's Wednesday, April 1st. |
| 0:04.0 | Welcome to Market Fulroy. I'm Matt Greer and joining me is Motley full analyst Jason |
| 0:08.8 | Moser. Jason, welcome. How are you holding up? |
| 0:12.0 | Hey man, you know, everything's fine here. |
| 0:15.0 | I don't usually have a problem being more alone. I guess I'm maybe a little bit more introverted, |
| 0:21.0 | so it doesn't bother me so much I do find I'm |
| 0:24.8 | usually a bit more productive on the research side when I'm in the office maybe that's |
| 0:29.2 | just the workflow there in the double monitor setup that I've got. But given the state of affairs today, |
| 0:34.4 | listen, I mean, our household is all happy and healthy |
| 0:37.6 | and we've got not one complaint. |
| 0:39.8 | So how about y'all? |
| 0:41.2 | We're good. |
| 0:41.8 | Same, same, you know, you're working from home, I'm working from home, you know, these are strange times. Surreal times, April 1st, April Fools, normally that would be time for the Motley Fool to launch one of its annual April |
| 0:55.4 | Fool's Day jokes but these are not normal times so this year we're doing |
| 0:59.3 | something a bit different we're focusing on the state of New York where nearly half of the country's |
| 1:04.0 | coronavirus cases are. The Motley Fool is donating $1 million to New York State's |
| 1:09.3 | COVID-19 response fund which is being managed by the nonprofit group Health Research Incorporated. |
| 1:16.1 | Now those funds will be used to purchase medical supplies, set up field hospitals, and provide |
| 1:20.8 | housing, food, and transportation to support medical staff. |
| 1:25.0 | And Jason, we just want to encourage all of our listeners to join us |
| 1:30.0 | and contribute to the COVID-19 response fund in New York. |
| 1:33.2 | They can go to donate.fool.com. |
... |
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