USA vs. Microsoft

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 9 December 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

It's time to lawyer up! (0:21) Andy Cross and Ron Gross discuss: - Wholesale prices rising higher than expected - Costco's surprisingly disappointing quarter - DocuSign ending the year on a positive note - Casey's General Stores hitting an all-time high thanks in part to beer cheese pizza - The latest from Lululemon, RH, Campbell's Soup, and Chewy (19:11) Rachel Warren talks with Jay Jacobs from BlackRock about megatrends to watch in healthcare, infrastructure, and electric vehicles. (30:20) Andy and Ron discuss the FTC suing Microsoft over its proposed acquisition of Activision Blizzard, and share two stocks on their radar: Stanley Black & Decker and Houlihan Lokey. Stocks discussed: COST, LULU, RH, DOCU, CPB, CHWY, CASY, BLK, MSFT, ATVI, SWK, HLI Host: Chris Hill Guests: Andy Cross, Ron Gross, Rachel Warren, Jay Jacobs Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	MUSIC
0:05.0	Microsoft's Battle for Activision Blizzard is moving to a federal courtroom.
0:09.2	Not the full money starts now.
0:11.2	MUSIC
0:16.2	Everybody needs money.
0:21.2	That's why they call it money.
0:24.2	MUSIC
0:30.2	From full global headquarters, this is Motley Full Money.
0:34.2	It's the Motley Full Money radio show.
0:36.2	I'm Chris Hill joining me in studio, Motley Full Senior Analyst Ron Gross and Andy Cross.
0:40.2	Good to see you as always, gentlemen.
0:42.2	Hey Chris.
0:43.2	We got the latest headlines from Wall Street, including the FTC suing to block Microsoft's
0:48.6	acquisition of Activision Blizzard.
0:51.2	And as always, we got a couple of stocks on our radar.
0:53.2	But we begin once again with the big macro wholesale prices rose 0.3% in November higher than
1:00.7	economists were expecting.
1:02.4	Friday's producer price index report, captored down week for investors and Andy, we had been
1:07.8	getting some signs that inflation was cooling off and you see some of that reflected in this
1:12.3	report, but you also see the cost of food continuing to rise.
1:16.2	Yeah, Chris, you actually see a lot of it in this report.
1:18.5	I mean, the prices, the producer prices, which are suppliers that charge businesses and other
	...

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