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Motley Fool Hidden Gems Investing

Three Stocks for a Tougher Economy

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 17 February 2026

⏱️ 18 minutes

🧾️ Download transcript

Summary

In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Dan Caplinger as each gives a stock pick they think can outperform in a “worst case” economic environment of rising inflation, lower-than-expected rate cuts, and slowing economic growth. - Dan argues that Dollar General can keep delivering value to consumers - Sanmeet introduces us to a company that is “fitting” into the mold - Emily wraps up with a pitch for a pest-control parent company Companies discussed: PLNT, DG, ROL Host: Emily Flippen, Dan Caplinger, Sanmeet Deo Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

The macro picture is looking tough, but that won't prevent us from looking for

0:08.6

diamonds in the rough. We're diving into three stocks we think can do well in a worst-case

0:12.9

economic environment today on Motley Fool Money. Today is Tuesday, February 17th. Welcome to Motley Full Money. I'm your host, Emily Flippen,

0:25.8

and today I'm joined by Fool analyst Dan Kaplanar and San Mateo for a fun chat where we're going

0:30.3

to each be giving a theoretical stock pitch for a business that we think can do well in a tough

0:35.0

economic environment. We had a few macro reports out last week that showed, while the sky is not falling on us,

0:40.5

the picture is maybe getting a bit murkier.

0:42.7

I think it's that combination of labor numbers, jobless claims, unemployment.

0:46.6

It led many to believe that we might be looking at maybe slightly higher interest rates for

0:50.8

longer into the year than many expected and some maybe stickier inflation numbers

0:55.4

to boot. So in my opinion, it begs the question of if there are really any businesses that we

1:00.3

think can do well, if we're heading for an environment of, say, higher inflation, less rate cuts

1:05.4

and slower economic growth. Sondmeat, traditionally, that combination isn't great for markets,

1:10.1

but sometimes there are exceptions

1:11.9

to the rule. So I want to ask you, is there a business that you think is breaking the mole

1:16.0

today that's worth keeping an eye on if we're headed towards that type of environment?

1:20.4

Yeah, well, you know, if anyone knows me, they know I like to observe the world and find

1:25.1

stock picks that way. So I recently joined a local planet fitness, a brand new one

1:29.2

that opened in my neighborhood. And I was actually pleasantly surprised because I will say I have had

1:33.5

a little bit of a bias against it in the past, but I kept an open mind. I was surprised with the

1:38.0

affordability. It was clean and organized. Obviously, it was newer, so that helped. And they also

1:42.8

have some fun perks if you're a black card member with massage shares

...

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