“The hype cycle is REAL.”
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 15 May 2019
⏱️ 14 minutes
🧾️ Download transcript
Summary
E-commerce giant Alibaba posted strong 4th-quarter results. So why isn’t the stock moving? Emily Flippen analyzes the report and shares why she thinks Alibaba has a lot of runway ahead of it. We discuss the latest quarterly reports from Tilray and Aurora Cannabis, and Emily warns investors to look beyond pure-play marijuana producers. Plus, with Tim Horton’s adding Beyond Meat options to its menu we debate the future of the meat-substitute industry.
Transcript
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| 0:00.0 | It's Wednesday, May 15th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Hill joining me in studio, the one and only, Emily Flipping. |
| 0:09.0 | Thanks for being here. |
| 0:10.0 | Thanks for having me. It's warm here in the studio and that's because we just had a very |
| 0:14.2 | heated discussion with producer Dan Boyd about pizza and bagels and you know that's |
| 0:19.4 | just that's just going to remain among the three of us probably Probably just as well, that that doesn't go out to the dozens of listeners. |
| 0:27.1 | We've got some earnings. |
| 0:28.3 | We've got some marijuana earnings. |
| 0:29.7 | We've got some e-commerce earnings. Let's start there. Let's start with Alibaba. The fourth quarter |
| 0:36.4 | revenue up 51 percent. And I know we like to talk from time to time about the law of large numbers, but this is a 450 billion dollar company and they are putting up |
| 0:50.0 | surprisingly big numbers when you consider how big a company, Ali Baba, is. |
| 0:55.1 | Profits were higher than expected. |
| 0:56.5 | The stock is barely moving positively today. |
| 1:01.0 | Why is that? |
| 1:02.1 | This seems like, and you watch this company closer than me, but this seems |
| 1:06.0 | like a solidly good quarter for a big company. |
| 1:10.0 | Well you've made a mistake in bringing me on today because Alibaba is one of the companies |
| 1:15.3 | that I watch but there's also a handful of other Chinese companies that have been reporting |
| 1:19.0 | and will continue to report the next couple of weeks. |
| 1:22.1 | The earnings that we've seen, Alibaba included, have been |
| 1:24.6 | outstanding and the market has hammered them. In fact, Alibaba not being down today is impressive |
... |
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