Investor Beat -- January 30, 2014

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

Jan 30, 2014 at 8:14PM

In this video from Thursday's edition of Investor Beat, host Chris Hill, and Motley Fool analysts Jason Moser and Matt Koppenheffer, sift through the market headlines to bring investors the top stories of the day.

Shares of Facebook hit another new all-time high today after fourth-quarter profits came in higher than expected. Mobile ad revenue, which was virtually non-existent when Facebook went public, now makes up 53% of the company's total revenue. In the lead story on today's Investor Beat, the guys discuss Mark Zuckerberg's role in Facebook's amazing turnaround, what the company may do with the $11 billion in cash on its balance sheet, and the potential for the company and the stock in the future.

Then, the guys take a look at four stocks making moves on the market today. Visa's first quarter could hardly have gone better, with the top and bottom lines both coming in higher than expected, though much of this was already baked into the share price, and the stock moved little as a result. Under Armour exploded today, up an astonishing 22%, after reporting a fantastic fourth quarter, its 15th straight quarter in which revenue increased by at least 20%. Electronics retailer Hhgregg fell hard today after lousy Q3 results and weak guidance going forward, with an 11% decline in same-store sales. And CARBO Ceramics delivered a strong fourth quarter, with revenue and profits both coming in above expectations, and the stock is up big as a result.

And finally, Matt tells investors about mortgage REITs ahead of the earnings announcements of several major mREITs next week, and discusses why he'll have an eye on Annaly Capital, in particular, while Jason talks Chipotle, and says that while the rest of the market might be focusing on same-store sales, he's much more interested in the company's throughput, how quickly it can move the line, and get people their burritos.

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Chris Hill owns shares of Chipotle Mexican Grill. Jason Moser owns shares of Chipotle Mexican Grill and Under Armour. Matt Koppenheffer owns shares of Under Armour. The Motley Fool recommends Chipotle Mexican Grill, Facebook, Under Armour, and Visa. The Motley Fool owns shares of Chipotle Mexican Grill, Facebook, Under Armour, and Visa. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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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