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Motley Fool Hidden Gems Investing

The Trump Investor

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 11 November 2016

⏱️ 39 minutes

🧾️ Download transcript

Summary

What does a Trump victory mean for investors? Is Shake Shack's success sustainable? Will Priceline fly even higher? And will Disney spin off ESPN? Our analysts tackle those questions and share three stocks on their radar.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Everybody needs money. That's why they call it money.

0:07.0

From full global headquarters, this is Motley Fool Money.

0:16.0

This is the Motley Fool Money Radio Show. I'm Chris Ellin joining me in studio this week

0:22.5

for Million Dollar Portfolio Jason Moser from Motley Fool Hidden Gems, Chief Investment Officer

0:27.0

Andy Cross and from Motley Fool One, Ron Gross. Good to see you as always, gentlemen.

0:31.5

We have got the latest results from Wall Street. We will talk emerging markets with David

0:36.6

Quo and as always we'll give you an inside look at the stocks on our radar. But we begin

0:41.1

this week with the full mailbag from Ben in Columbus, Ohio. What are the best wall building

0:47.7

stocks that you recommend? Yes, gentlemen. Donald Trump will be the next president of the

0:53.7

United States and investors are asking which end industries will benefit a logical question

0:59.7

to ask. Andy Cross, I'll start with you. We already have seen this week, hospital stocks

1:05.8

taking a hit. When you think about investing over the next four years, are there any end

1:10.6

industries that you think might do a little bit better? Yes, Chris, there's been a lot.

1:14.4

I mean, we saw the reaction, the dramatic reaction, the stock market, and we saw a bunch of

1:18.7

end industries react positively. And some negatively, like you mentioned, so like the infrastructure

1:23.7

stocks and some of the defense stocks. What I'm really interested in though is I think this

1:29.5

is the first time when we will actually see some corporate tax reform. It's a very good

1:33.3

chance to be public in party and Donald Trump, President Trump, go after the corporate tax

1:37.8

reform. I think that actually is going to be good for small cap stocks. Now I'm a small

1:42.4

cap sleuth and that's what I, that's why I barely ride a lot of time. They've rallied

1:46.6

away. But here's why. So I just look at numbers. And of, there are 750 stocks traded on

1:52.4

the US markets that have tax rates, effective tax rates that are higher than 35%. And 55% of

...

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