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Motley Fool Hidden Gems Investing

Strong Earnings Results, Mixed Reactions

40 min19 april 2024

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.


(00:21) Ron Gross and Matt Argersinger discuss:

- Whether investors should be buying Netflix’s “pay attention to this, not that.”

- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..

- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.


(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.


(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.


Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE


Host: Dylan Lewis

Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge

Engineers: Dan Boyd, Rick Engdahl

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