The world of software is something Australian companies just don't compete anywhere near as well as we do in other industries. Amazon remains an incredibly strong, incredibly successful business and I think it will be for a long time to come. Australia claims all the good New Zealand businesses as our own. One company that has 70% market share in New Zealand is called XRO. The code in Australia is zero. You guys talk about enterprise resource planning (ERP) on the ASX. It's actually a New Zealand business, but Australia claimed all the good NEW Zealand businesses as its own. This is TNE Technology - they're going to be around longer than most people realize. They provide defensive software
As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup. (30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's. Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Phillips Engineer: Dan Boyd, Tim Sparks
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