The "Super Bowl" Consumer Hangover
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 11 February 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
A record number of viewers tuned in, but did they spend? We will analyze the "Dorito Index" and what the Super Bowl ad lineup—dominated by Tech and Pharma—tells us about the health of the consumer.
Today's Stocks & Topics: Centene Corporation (CNC), Market Wrap, Robinhood Markets, Inc. (HOOD), Stock Valuation, The "Super Bowl" Consumer Hangover, Bio-Techne Corporation (TECH), MSC Industrial Direct Co., Inc. (MSM), VICI Properties Inc. (VICI), iShares MSCI Japan Value ETF (EWJV), Franklin FTSE South Korea ETF (FLKR), Franklin FTSE Mexico ETF (FLMX), The Inflation Report, A. O. Smith Corporation (AOS), Vistra Corp. (VST), Constellation Energy Corporation (CEG), Hiring in the U.S.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.4 | Good afternoon, fellow investors, and welcome back to the Tuesday, February 10th, |
| 0:39.2 | 2026 edition of InvestTalk. My name is LaGrear and I will be your host over this next hour |
| 0:47.0 | as we dive into markets, talk about important issues, but most importantly, answer your |
| 0:53.9 | burning finance and investment questions. |
| 0:57.4 | Those questions come in many forms. They come via voicemail over on our YouTube channel, |
| 1:02.1 | InvestTalk with two T's. But most importantly, my favorite way they are delivered is through |
| 1:08.1 | your live calls. Now in just a bit. We'll talk about today's |
| 1:13.5 | market performance and run down those show topics. But let's tackle this caller question now. |
| 1:19.1 | Hey, Justin and Luke. This is James from New York. I have a question about Centine Corp, |
| 1:24.5 | ticker symbol CNC. I'm wondering what you guys think about the company. |
| 1:28.8 | Is this a good time to enter or just keep it on my watch list for now? |
| 1:32.9 | Thank you and have a great day. |
| 1:35.9 | Centine Corp, ticker CNC, is a large U.S. healthcare insurer, |
| 1:41.2 | and they focus on Medicaid, Medicare, and the ACA, Affordable Care Act |
| 1:46.9 | Marketplaces. In terms of size, it's a fairly large company, about $18.9 billion market cap. |
| 1:57.7 | And it's had a rough year. A year to date, it's on 3.74%. |
| 2:02.1 | But over the past 52 weeks, it's down 32.76%. |
| 2:06.7 | Its shares are well off of their highs and has shown a bit of a strong rebound at times on the back of some earnings beats. |
| 2:15.5 | But frankly, with the exception of a couple positive days in the past |
... |
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