Video Stocks in the Spotlight
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 17 April 2018
⏱️ 17 minutes
🧾️ Download transcript
Summary
Netflix pops after 1st-quarter subscriber growth comes in higher than expected. Roku partners with Disney on the new ESPN+ app. Matt Argersinger analyzes those two stories, discusses buying into iQIYI’s IPO, and shares why he hopes Tencent Holdings and Atlassian Corporation have less-than-amazing reports this earnings season.
Transcript
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| 0:00.0 | It's Tuesday, April 17th. |
| 0:03.6 | Welcome to the market foolery. |
| 0:04.8 | I'm Chris Hill joining me in studio. |
| 0:06.8 | Matt Argosinger. |
| 0:08.3 | How are you? |
| 0:09.3 | Hey, pretty good. |
| 0:10.3 | How are you? |
| 0:10.5 | I'm good. |
| 0:11.5 | Part of the reason you and I are both good. Neither one of us was in Boston yesterday for the marathon. |
| 0:15.0 | I know. Weather was horrible. It looked like a good time, but yeah, weather was... |
| 0:19.0 | I think it was the woman who came in, I believe she came in third overall compared running in the |
| 0:26.5 | marathon yesterday to running in a washing machine because it was just so chaotic on cold cycle too. |
| 0:34.4 | It was brutal but kudos to everyone who ran. |
| 0:38.8 | We're going to be heavy on the video stocks today and I should start by saying expressing my |
| 0:45.6 | condolences for our friend and colleague Taylor Mukerman because on yesterday's |
| 0:49.2 | episode Taylor was talking about how he was really hoping Netflix was going to put up a terrible |
| 0:53.7 | quarter so that there would be a pullback in the stock so that he could buy some |
| 0:58.8 | shares and in fact the exact opposite happened. |
| 1:02.0 | Yeah, sorry, Taylor. |
| 1:03.0 | That didn't work out for you. |
| 1:05.0 | First quarter report for Netflix, nearly 7.5 million subscribers added worldwide shares of Netflix |
| 1:12.0 | up 8% this morning. |
... |
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