Investor Beat -- January 24, 2014

In this video from Friday's Investor Beat, host Chris Hill and Motley Fool Million Dollar Portfolio analyst Ron Gross separate the signal from the noise in the biggest investing stories from the market today.

Shares of Microsoft were up today despite the overall market seeing a lot of red, as the company announced its Q2 earnings, with  record revenue of $24.5 billion. Sales for both its Surface tablet and its Xbox One gaming console were strong, as were results from its cloud business and data center business. In today's lead story however, Ron discusses why he's cautious here at the moment, ahead of a yet unknown new CEO, and the difficult acquisition of Nokia, which has yet to integrate, as Microsoft continues to be a company in flux and transition.

Then in the next segment, shares of Procter & Gamble were up today, after the company reported what looked by all accounts to be very mediocre quarterly results. Sales were flat year over year, and profits actually fell by 16%. So why the market enthusiasm? In this segment, Ron discusses how Procter & Gamble benefited from the expectations game this quarter, and discusses the future of P&G and its stock. As a very mature company without a lot of growth ahead, Ron likes it as the ultimate stable dividend payer for income investors, but says it won't be one to bet on for those trying to beat the market.

And finally, Apple announces earnings on Monday and, in this segment, Ron discusses a number of things he'll be watching for from the company. Rumors came out this week of two new phones with larger screens set to be released later this year, and the company may also be rumored to be scrapping its iPhone 5c, which has had a weak reception with consumers. Ron says he'll also be watching to see what Apple's plans are for its cash hoard, as activist investor Carl Icahn continues to loudly call for large share buyback plans from the company. As far as the numbers are concerned, Ron says that, while the company used to be notorious for sandbagging its guidance, he now thinks that there will be no great surprises, and that it should come in right around expectations.

How to get rich off of the smartphone war
Want to get in on the smartphone phenomenon? Truth be told, one company sits at the crossroads of smartphone technology as we know it. It's not your typical household name, either. In fact, you've probably never even heard of it! But it stands to reap massive profits NO MATTER WHO ultimately wins the smartphone war. To find out what it is, click here to access the "One Stock You Must Buy Before the iPhone-Android War Escalates Any Further..."


Read/Post Comments (0) | Recommend This Article (0)

Comments from our Foolish Readers

Help us keep this a respectfully Foolish area! This is a place for our readers to discuss, debate, and learn more about the Foolish investing topic you read about above. Help us keep it clean and safe. If you believe a comment is abusive or otherwise violates our Fool's Rules, please report it via the Report this Comment Report this Comment icon found on every comment.

Be the first one to comment on this article.

DocumentId: 2809273, ~/Articles/ArticleHandler.aspx, 7/29/2014 5:36:57 AM

Report This Comment

Use this area to report a comment that you believe is in violation of the community guidelines. Our team will review the entry and take any appropriate action.

Sending report...


Advertisement