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Motley Fool Money

What Do Investors Underrate?

Motley Fool Money

The Motley Fool

Business, Investing

4.43K Ratings

🗓️ 10 December 2024

⏱️ 29 minutes

🧾️ Download transcript

Summary

Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a lot of stock. - Aritzia’s comeback year. Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales. Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ Sign up for Breakfast News: breakfast.fool.com Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's a retail special. You're listening to Motley Full Money.

0:12.0

I'm Ricky Mulvey, joined today by someone who doesn't like debt at all. We could call him Canada's Dave Ramsey. It's Jim Gillies. Thanks for being here.

0:21.9

I've got more hair than Dave Ramsey, so that's good. For someone listening to the show for the

0:26.5

first time, it may be a little confusing. Hopefully, if you've listened to the show before,

0:29.7

you know I'm joking. Let's close the loop on this story before we move on to some retail stories.

0:34.4

Looks like they got the alleged killer of the United Healthcare CEO,

0:42.5

Brian Thompson, catching him in a McDonald's in Altoona, Pennsylvania. He hasn't been convicted,

0:47.7

but boy, it sure seems like he has some incriminating stuff on him, got a gun, got a handwritten manifesto. I'm closing the loop here with a Canadian, with a few observations.

0:57.1

One is that I want to like bring it up on the show because this is the first major assassination of a business executive that I can think of.

1:02.6

This feels historically significant. I can feel the Overton window getting larger in shifting

1:08.8

and interesting and terrifying ways.

1:14.2

And as I'm reading these stories about American healthcare,

1:16.6

I am reminded in the comment section.

1:18.3

You never know what someone's going through.

1:22.7

You never know what type of pain, financial hardship is on their plate and that they may be feeling anything you want to add,

1:25.9

Jim, before we move on to some more standard

1:27.9

stories? Well, definitely asking the Canadian about the American healthcare system is absolutely

1:32.8

value-added content. I will say that regardless of what your opinions are about some of the

1:39.8

stories you hear from the American system, and I hear a lot of them, and I generally have a, I range from

1:45.6

sadness to anger for a lot of them. I will say simply that I'm not sure anything justifies

1:51.1

murdering a guy in cold blood, frankly. So I hope this is a one-off and not the start of a trend.

1:57.7

I hope so, too. And once you're calling for essentially you're cheerleading any

...

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