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.
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Avoid Airlines for Long-Term
- Avoid long-term investments in airline stocks.
- Their cyclical nature and management's history of prioritizing buybacks over reserves make them unreliable for long-term growth.
Invest in Aircraft Lessors
- Consider aircraft leasing companies like AirCap (AER) instead of airlines.
- Airlines prefer leasing to conserve cash, making lessors a potentially better investment.
Netflix's Slow Growth
- Netflix may be transitioning into a slow-growth incumbent, similar to legacy cable companies.
- The market's reaction suggests lowered growth expectations, impacting other streaming services.