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Motley Fool Money

"This one's gonna leave a mark."

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 9 March 2023

⏱️ 27 minutes

🧾️ Download transcript

Summary

(0:21) Jim Gillies discusses:
- Why shares of SVB Financial Group are plunging more than 45%
- The reasons he's a fan of AerCap Holdings' secondary offering

(15:24) Ricky Mulvey talks with investigative reporter Marshall Zelinger about Xcel Energy and the fundamentals of being a monopoly.

Companies discussed: SIVB, AER, XEL

Host: Chris Hill
Guests: Jim Gillies, Marshall Zelinger
Producer: Ricky Mulvey
Engineer: Dan Boyd

Transcript

Click on a timestamp to play from that location

0:00.0

With all due respect to a tale of two cities, we're coming to the table with a tale of two

0:09.6

capital raises.

0:11.6

I said with all due respect, Motlickville Money starts now.

0:14.8

I'm Chris Hale joining me today, our man in Canada, Motlickville Senior Analyst Jim

0:25.7

Killy.

0:26.7

Good to see you, my friend.

0:27.7

Good to be seen, Chris.

0:29.7

So we've got two companies under the umbrella of raising capital.

0:35.4

And I think it's accurate to say you are horrified by one of these moves and you are excited

0:41.5

about the other.

0:44.2

Let's start with the horror movie first.

0:46.0

Shares of SVB financial group are down 45% today as you and I are having this conversation.

0:55.8

This is a company formerly known as Silicon Valley Bank.

1:01.2

What is happening that is sending the stock down to this much in a single day?

1:06.0

Nothing good.

1:08.0

And quite often, of course, when you see a stock just get taken behind the wood shed,

1:11.9

the first question is, is this a buying opportunity?

1:15.2

I'm going to humbly suggest this is not a buying opportunity and you might want to give

1:19.1

this one some thought.

1:20.1

Yeah, so I always call them Silicon Valley Bank.

1:22.5

Even though I know they did change their name.

1:23.9

So Silicon Valley Bank.

...

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