Motley Fool Money Microsoft's Hike, GM's Strike
Sep 20, 2019
Join analysts Aaron Bush, Emily Flippen, Ron Gross, and auto expert John Rosevear as they dive into investment insights. Microsoft steps up with a dividend hike and stock buybacks, while Apple enters the gaming subscription arena. FedEx shares troubling earnings linked to Amazon's exit, and GM's electric pivot is scrutinized amid labor disputes. The team also discusses the IPO landscape with Airbnb and Datadog, the AI hype cycle, and analyzes promising stocks like Tractor Supply and MercadoLibre.
AI Snips
Chapters
Transcript
Episode notes
FedEx's Troubles
- FedEx's struggles feel different due to increased competition and a tough global shipping market.
- Their acquisition of TNT Express underperformed, and the trade war adds to their challenges.
Management Credibility
- Emily Flippen expresses frustration with companies downplaying problems until they become major issues.
- She cites NVIDIA and Abiomed as examples, impacting her trust in management.
FedEx Investment Advice
- Don't focus on FedEx's past performance; look at future challenges.
- Consider their capital-intensive need to compete with Amazon and potential price increases for consumers.