Tesla also reported this week and shares down 10% after the company beat expectations on the top and bottom line. Andy, do you agree with Ron? Is the pharmaceutical and med tech business a little bit more interesting to you than this consumer brand's business? I like regular J&J much better at 16 times, raise dividends, 61 straight years, 3% yield. That's good alignment there. We love to see it.
International travel is back in a big way, and Netflix really wants you to choose between higher tiered plans or ad-supported.
(00:42) Ron Gross and Andy Cross discuss: - The reasons Netflix is doing away with its lowest paid offering. - What investors should make of the Johnson & Johnson/Kenvue splitoff. - Why concerns over Tesla’s tightening margins might be overblown - Trends in travel and consumer spending based on results from United, American, Discover, and American Express.
(19:04) Motley Fool Money’s Alex Friedman caught up with author David Meerman Scott about the lessons he and Hubspot co-founder Brian Halligan think businesses can borrow from the Grateful Dead.
(32:40) Ron and Andy break down two stocks on their radar: Toro and Mueller Industries.
Stocks discussed: NFLX, JNJ, KVUE, TSLA, AMEX, DFS, AAL, UAL, AXP
Host: Dylan Lewis Guests: Ron Gross, Andy Cross, Alex Friedman, David Meerman Scott Producer: Ricky Mulvey Engineers: Rick Engdahl
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