Motley Fool Money

Beth Kindig on Tech Stocks

Apr 21, 2022

Jim Gillies, an investment analyst known for his cash flow value approach, and Beth Kindig, a leading tech analyst, dive into the shifting landscape of airline and tech stocks. Gillies discusses the volatility of major U.S. carriers and offers alternatives like leasing companies for stable investments. Kindig highlights tech opportunities emerging from downturns, citing insights on Roku and NVIDIA. Their candid analysis reveals how management insights often outweigh analyst predictions, crucial for navigating current market complexities.

29:59

Creator website

Episode guests

Beth Kindig

Jim Gillies

AI Chapters

Episode notes

Intro

2min

Evaluating Airline Investments: Risks and Alternatives

4min

Streaming Services and Subscriber Trends

6min

Investing Insights: Sleep Number's Resilience

11min

Navigating Tech Stock Insights: Management vs. Analysts

6min

As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate

(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.

Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU

Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.

Get the app