Investor Beat: Retail Bounces Back

Retail numbers popped in March, Twitter employees will soon be able to sell their shares on the open market, and one possible play on the upcoming "Internet of Things," on today's Investor Beat.

Apr 14, 2014 at 11:48PM

The Commerce Department released retail sales figures today for March, which were up 1.1%, the biggest increase in 18 months. Could these numbers mean that the rough times for the retail sector are finally nearing the end?

On Monday's Investor Beat, host Alison Southwick and Motley Fool analysts Evan Niu and Taylor Muckerman discuss the forces driving retail upward last month. One of the big drivers was automobile sales and auto parts, partly because of the record high average age of cars on the road going into this past winter, and partly because of the severe winter this year, causing more cars to break down. Taylor looks through the automakers, and some recent recalls they've had to issue, and gives his picks for investors in the sector today.

One retail component that did not fare well last month was electronics. Evan discusses the seasonality of the space and notes that March is often slow after the Christmas and Valentine's Day catalysts, and he points to some upcoming devices that investors and consumers alike should keep an eye out for.

Then the guys discuss four stocks making moves on the market today. Shares of Twitter were on the move today, after a handful of the company's C-level executives announced they would not be selling their shares of the company when the lock-up period on employee shares expires on May 5. Goodrich Petroleum saw shares skyrocket 30% today, after the company announced that it had completed its well in Baton Rouge under budget, and that the well was producing a strong flow rate that was 98% oil. Shares of F5 Networks saw a boost to shares today, after receiving an upgrade from a Stifel Nicolaus analyst. And Chinese solar cell producer JA Solar was up today, after the company raised its shipments estimates for the first quarter.

And finally, Evan and Taylor highlight what they're watching on the market this week. Evan points to Splunk, a machine data engine that could be a play on the coming "Internet of Things," that has sold off dramatically along with the rest of the tech sector recently. Meanwhile, Taylor is looking at CSX Corp., which will be reporting earnings tomorrow after a brutal winter, to see how strongly they were affected by the harsh weather.

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Alison Southwick and Taylor Muckerman have no position in any stocks mentioned. Evan Niu, CFA owns shares of and has options on on Apple. The Motley Fool recommends Apple, Canadian National Railway, Ford, General Motors, and Twitter and owns shares of Apple, Canadian National Railway, CSX, F5 Networks, and Ford. 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.

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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."

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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. 

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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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