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Motley Fool Hidden Gems Investing

"The healthiest business on the U.S. stock market"

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 26 January 2022

⏱️ 29 minutes

🧾️ Download transcript

Summary

Microsoft CEO Satya Nadella talked about his company doubling down on gaming, which should give gamers and investors pause. Tim Beyers analyzes not only the impressive 2nd-quarter results but the overall health of Microsoft's business and how much room to run the gaming division has. He also discusses Mattel's renewed partnership with Disney, and what investors need to understand about F5's place in the cloud industry. Plus, Olivia Zitkus and Keith Speights discuss how Pfizer, Moderna, and Abbott Laboratories are investing the money they've earned from Covid-19-related sales, and whether one is doing a better job of it than the others. Our free Investing Starter Kit includes 15 stocks and 5 ETFs. For a copy just go to http://fool.com/StarterKit Stocks: MSFT, ATVI, MAT, DIS, HAS, FFIV, SNOW, MDB, PFE, MRNA, ABT Host: Chris Hill Guests: Tim Beyers, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Today on Motley Fool Money, a reminder that not all cloud stocks are the same and that

0:10.3

betting against tech behemoths is not for the faint of heart.

0:14.3

That and more coming up right now.

0:21.5

I'm Chris Hale joined by Motley Fool's Senior Analyst Tim Byers.

0:24.2

Thanks for being here.

0:25.2

Thanks for having me, Chris.

0:27.2

We've also got a closer look at the healthcare industry and a renewed partnership for two well-known

0:32.2

consumer brands.

0:34.2

But let's start with Microsoft.

0:36.8

We have a video channel for members of Motley Fool's Services.

0:39.8

If you're a member of any of our services, you have access to all kinds of video content

0:44.9

every day.

0:46.4

One of the shows on the video channel is called Beat and Raise.

0:52.4

That's what this was from Microsoft.

0:54.1

There are Beat and Raise kind of quarter, second quarter, profits were higher than expected,

0:59.4

the revenue too, the raised guidance, the revenue, the revenue was just under $52 billion

1:05.8

Tim.

1:06.8

No, I know.

1:08.3

I know.

1:09.3

There's really only one word to describe this.

1:13.2

That would be bananas.

1:15.6

I mean, so let's hit just some of the highlights here.

...

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