In this engaging discussion, Bill Barker, a Senior Analyst at Motley Fool, dives into the shaky landscape of PayPal and Under Armour. He explains how PayPal's stock plummeted despite beating profit expectations, largely due to dismal future guidance and ongoing CEO search woes. The conversation also reveals Under Armour's struggle with women's apparel and the ramifications of past financial decisions, raising concerns over its brand vitality. Insightful thoughts on college savings strategies round out the chat.
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insights INSIGHT
Guidance Trumps Results
PayPal's Q1 profits beat expectations, but weak guidance caused a stock drop of ~12%.
This highlights how forward-looking guidance often outweighs present results for growth stocks.
insights INSIGHT
CEO Search Concerns
PayPal's slow CEO search is impacting shareholder confidence.
Chris Hill suggests accelerating the search despite the inherent complexity.
insights INSIGHT
PayPal's Growth Dilemma
PayPal's projected growth of ~7-7.5% aligns more with overall economic growth, challenging its growth stock status.
It's no longer attractive to growth investors at its current valuation and hasn't reached value investor territory.
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Sometimes it really doesn't matter if your quarterly profits were higher than Wall Street was expecting.
(00:21) Bill Barker discusses: - Shares of PayPal falling close to a 5-year low after guidance for the current quarter was low - How PayPal's CEO search is affecting shareholders - Under Armour's continued struggles and less-than-impressive record of share buybacks
(14:40) If college tuition payments are in your future, are you ready? Alison Southwick and Robert Brokamp talk with Megan Brinsfield of Motley Fool Wealth Management about different scenarios for paying for college.
Companies discussed: PYPL, UA, UAA
Host: Chris Hill Guests: Bill Barker, Alison Southwick, Robert Brokamp, Megan Brinsfield Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
Motley Fool Wealth Management (“MWFM”) is an SEC registered investment adviser. MWFM, an affiliate of The Motley Fool LLC (“TMF”) is a separate legal entity, and all financial planning and discretionary asset management services for our clients are made independently by the financial planners and asset managers at MFWM. No TMF analysts are involved in the investment decision making or daily operations of MFWM. MFWM does not attempt to track any TMF services. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Certain statements may be deemed forward-looking. There is not guarantee that these projections or forward-looking statements will come to fruition. This discussion is for informational and illustrative purposes only and should not be construed as investment advice or recommendations.
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