“They’re between a rock and a hard place.”
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 2 February 2021
⏱️ 15 minutes
🧾️ Download transcript
Summary
Alibaba’s cloud computing division is profitable for the first time ever. Pfizer’s 4th-quarter results were mixed. UPS wraps up a very strong fiscal year. Emily Flippen analyzes those stories and shares why, despite their great year, UPS is in a precarious position.
Transcript
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| 0:00.0 | It's Tuesday, February 2nd. |
| 0:04.9 | Happy Groundhog Day. |
| 0:06.1 | Welcome to Market Foolery. |
| 0:07.6 | I'm Chris Hill with me today, Emily Flippin. |
| 0:10.2 | Good to see you. |
| 0:11.2 | Hey, good to be here. |
| 0:13.2 | We've got pharmaceutical earnings. |
| 0:15.2 | We've got some shipping and logistics earnings to get to, but we're going to start with some |
| 0:21.0 | big e-commerce, and that's Ali Baba. |
| 0:23.9 | Third quarter profits in revenue, higher than expected, and for the first time ever, Ali |
| 0:28.5 | Baba's cloud computing division was profitable and based largely on that, Emily, I would have |
| 0:35.1 | thought there would have been more enthusiasm for the stock. |
| 0:37.6 | I would have thought we would have seen a rise out of Ali Baba today, instead it's |
| 0:42.0 | down two, three percent or so. |
| 0:44.9 | There's a couple of things to break down in this quarter, and the important thing to |
| 0:48.2 | note for investors is that a lot of the, what would have been enthusiasm for this quarter |
| 0:53.6 | is muted because of the regulatory challenges that Jack Ma and Ali Baba are going through |
| 0:59.2 | right now. |
| 1:00.2 | We saw a similar thing happen with Singles Day, whose numbers were actually included in |
| 1:05.2 | this past quarter. |
| 1:06.6 | Ali Baba more than doubled their Singles Day sales from the year prior, but was down |
| 1:12.0 | on the news back in November, largely because of the concerns that investors had around |
... |
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