This chapter explores the potential risks and outcomes of an upcoming ratification, as well as the political posturing and financial implications of the Ford deal for both automakers and their workers. It also covers the potential impact of the strike on earnings and the accounting practices that may mitigate the headline figure of the strike cost. Mark's writings are mentioned, along with a sponsorship advertisement for a list of quality dividend payers.
We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.
(00:19) Ron Gross and Matt Argersinger discuss:
- Why interest rate and unemployment news helped stocksthis week.
- Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders.
- Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.
(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.
(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.
Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX
Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl
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