Motley Fool Money Improving Market, Attractive Stocks
Mar 26, 2022
Jason Moser, a senior analyst at Motley Fool, and Andy Cross, a fellow analyst, discuss the optimistic shift in investor sentiment as the S&P 500 sees gains. They dive into Google's partnership with Spotify, Uber's collaboration with NYC taxis, and Apple's potential hardware subscription service. Corporate governance expert Nell Minow critiques Starbucks' board decisions and shares her film insights, predicting Academy Award winners. The conversation wraps up with a focus on innovative products like Pepsi's Maple Syrup Cola and key stocks including McCormick and KB Home.
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Shifting Investor Sentiment
- The narrative for investors seems to be shifting from fear to confidence.
- More investors are looking for stocks to buy after weathering the recent market storm.
Individual vs. Institutional Investors
- Individual investors generally held steady during the market downturn, unlike institutions.
- Institutions are now returning to the U.S. market, viewing it as more stable and reasonably valued.
Spotify's App Store Deal
- Spotify's deal with Google allows direct subscription payments, challenging app store fees.
- This offers consumers more choice and Spotify greater control.