Investor Beat, Jan. 14, 2014

The top business stories from the market for today's Foolish investor.

Jan 14, 2014 at 9:16PM

In this video from Tuesday's Investor Beat, host Chris Hill and Motley Fool analysts Dave Meier and Mike Olsen dig into the biggest investing stories on the market today.

Time Warner Cable has rejected a third buyout offer from Charter Communications, calling the bid "grossly inadequate." Charter offered $132.50 per share, but Time Warner is looking for $160. Mike and Dave discuss the real value of Time Warner today and the strength of the business at the moment, and just what might happen to the company if the acquisition does or does not take place. Mike also gives one somewhat hidden way for investors to play this acquisition story.

Then the guys discuss four stocks making moves on the market today. Google is on the rise after the company agreed to buy Nest Labs for $3.2 billion. Fourth-quarter results for JPMorgan Chase were kind of a mixed bag, with the top and bottom line coming in better than expected, even though earnings fell more than 7%. Intuitive Surgical rose after the company said it anticipates fourth-quarter revenue to be higher than Wall Street had previously thought. And GameStop dropped like a stone today after updating its earnings estimate for the holiday quarter; sales of new software fell by 23%.

And finally, Dave discusses why Tesla Motors' report of higher production numbers than expected could be part of the bigger trend that supply will be able to catch up to the incredible demand for the Model S, while Mike looks at Sirius XM, and why it just may be another way to play the Time Warner Cable acquisition story.

Is this really the end of cable?
You know cable's going away. But do you know how to profit? There's $2.2 trillion out there to be had. Currently, cable grabs a big piece of it. That won't last. And when cable falters, three companies are poised to benefit. Click here for their names. Hint: They're not Netflix, Google, and Apple

Chris Hill and Michael Olsen, CFA, have no position in any stocks mentioned. David Meier owns shares of Apple. The Motley Fool recommends Apple, Google, Intuitive Surgical, Netflix, and Tesla Motors and owns shares of Apple, GameStop, Google, Intuitive Surgical, JPMorgan Chase, Netflix, Sirius XM Radio, and Tesla Motors. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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