Toll Brothers, Tesla, and the Bull Case for Unhealthy Foods
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 21 August 2018
⏱️ 17 minutes
🧾️ Download transcript
Summary
Luxury home builder Toll Brothers surprised some investors with a strong 3rd-quarter report and increased guidance. Investor-At-Large Tim Hanson digs into the home-buying (and rental) trends that indicate Toll Brothers’ boom may have staying power. Plus, we discuss a survey of Tesla’s suppliers as well as the stock idea Tim picked up on a recent family vacation to western Canada. Thanks to Away for supporting The Motley Fool. Go to awaytravel.com/fool and use the promo code “fool” to get $20 off a suitcase!
Transcript
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| 0:00.0 | This episode of Market Foolery is brought to you by Away. |
| 0:02.8 | Away makes first-class luggage at coach prices that allow you to charge your phone on the go. |
| 0:08.1 | For $20 off a suitcase, go to awaytravel.com and use the promo code fool that's a way travel |
| 0:14.5 | dot com slash fool and use the promo code fool |
| 0:20.1 | it's Tuesday August 21st. Welcome to Market Fullry. |
| 0:23.0 | I'm Chris Hill with me in studio. |
| 0:25.5 | For the first time and a long time, it's investor at large, Tim Hanson. |
| 0:28.4 | How are you? |
| 0:29.2 | It's been too long. |
| 0:30.4 | Well, I was thinking about this this morning. |
| 0:32.1 | It's my fault. I've been out of the office. Well, no, I was thinking about this this morning. It's my fault. |
| 0:33.0 | I've been out of the office. |
| 0:34.0 | Well, no, I think we've had one of those summer schedules. |
| 0:37.0 | We're like ships passing in the night in terms of our vacation. |
| 0:40.0 | I was out, you know, all that sort of thing thing I was working remotely for some of that time |
| 0:44.8 | oh just to just to be fair you know what when I was on Cape God and up in Maine I was not working remotely. |
| 0:53.8 | I was on. |
| 0:54.8 | You earned the time off, you deserve. |
| 0:57.0 | So we have talked recently on this podcast about the broader housing industry in terms of the real estate market, |
| 1:06.3 | talking about Zillow and Redfin, and talking about home improvement with Home Depot and their |
| 1:11.0 | results. |
| 1:12.0 | Let's start with actual home builders today, and that's Toll Brothers. |
... |
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