Investor Beat -- A Tumble for Big Banks

Mortgage lending just took a very hard fall, and it's pulling some big banks down with it. Plus, the Nasdaq's very bad day, and one South American energy company to watch closely.

Apr 11, 2014 at 9:56PM

First-quarter results came in today for Wells Fargo and JPMorgan Chase, and while these are substantially different institutions, one constant between the two was the dramatic fall in mortgage lending.

On Friday's Investor Beat, host Chris Hill and Motley Fool analyst James Early discuss these two big banks, and how heavily dependent each one is on the mortgage lending business. James notes that, while both of these banks have had a dramatic run-up since the crisis, he's still wary of the sector, in general, which he still sees as fragile enough to backslide at any time.

Then, after a big spike on the market on Wednesday following the Fed releasing meeting minutes, Thursday saw the worst day for the Nasdaq since 2011. Was this just a blip, or the beginning of a painful decline? Chris and James take a look at some of the high-flying tech stocks that make up the Nasdaq today. James notes that, with the rapid growth of these stocks, there's still plenty of room left for them to pull back, and the volatile ride may not be over yet for this sector. The guys also discuss why now would be a great time for investors go to back and look at the reason they invested in these stocks in the first place, to see if they still believe in their investing thesis, and to decide if they have the stomach for volatility here.

And finally, James discusses why he's going to be keeping an eye on Petrobras Argentina this week. James discusses why a number of unusual restrictions placed on the company by the current Brazilian government that have hurt the profitability of the company could potentially be lifted, as Brazil moves toward a potential change in its government.

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Chris Hill has no position in any stocks mentioned. James Early has no position in any stocks mentioned. The Motley Fool owns shares of JPMorgan Chase. 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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