Motley Fool Money

Surprisingly Strong Q1, Stocks To Watch, Bezos' Next Move

Mar 31, 2023

Ron Gross and Matt Argersinger, both senior analysts at Motley Fool, dive into Q1 market trends, highlighting inflation data and notable shifts in major companies. They discuss Disney's metaverse withdrawal and Lululemon's disappointing Mirror acquisition. Brad Stone, from Bloomberg, offers insights on Amazon's leadership changes, speculating about Jeff Bezos's potential return. The analysts also share their stock picks, including ERP Properties and Wesco International, while analyzing Moderna's future amidst declining vaccine demand and Pepsi's new branding.

39:31

Creator website

Episode guests

Brad Stone

Matt Argersinger

Ron Gross

AI Chapters

Episode notes

Intro

2min

Navigating Market Turbulence

8min

Exploring the Metaverse and Analyzing Lululemon's Acquisition

2min

Financial Performance Insights

7min

Navigating Amazon's Leadership Shifts

12min

Exploring the Rise and Fall of a Cybersecurity Pioneer

2min

Analyzing Moderna's Stock Performance and Future Prospects

2min

Pepsi's New Logo and Investment Insights

4min

The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet.

(0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick

(19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT.

(32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International.

To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest.

Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC

Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd

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