In this segment of the Motley Fool Money podcast, host Chris Hill asks Million Dollar Portfolio's Jason Moser and Matt Argersinger and Total Income's Ron Gross about the companies they're most intrigued by this week and why. Their picks: Dunkin' Brands (NASDAQ:DNKN), Acushnet Holdings (NYSE:GOLF), and (NASDAQ:JD).

A full transcript follows the video.

This video was recorded on March 2, 2017.

Chris Hill: Time to get to the stocks on our radar this week. Ron Gross, you're up first. What are you looking at?

Ron Gross: I know Steve wants me to talk about Titan International, but that stock speaks for itself. So, I'm going to go with Dunkin Brands, DNKN. Obviously, strong brand. Reliable cash flow. Franchise model, recurring cash, operating margins of 50%. Really strong, love to see that. Management believes it can double the number of stores over time. That might be aggressive, but there's certainly plenty of room for growth. And they should be able to continue to raise their dividend for the foreseeable future, which currently stands at 2.4%.

Hill: Steve Broido, do you have a question about Dunkin Brands?

Steve Broido: What's going on with the breakfast sandwich selections?

Gross: It's delicious!

Broido: It's enormous, it just seems enormous. What do they throughout the rest of the day?

Gross: I agree that it's enormous, and it could probably be streamlined, because there seems to be a lot of overlap that probably isn't necessary. But it's doing very well for them, and it's tasty, as well.

Hill: Jason Moser, what are you looking at this week?

Jason Moser: Chris, you know I like to hit the links from time to time, so, next Tuesday, Acushnet Holdings will announce earnings. The ticker there is GOLF. They are responsible for the Titleist and FootJoy brands, very global brands. When you look at golf, somewhere in the neighborhood of 60 million people play the game around the world. An interesting thing about that base, it mostly comprises a large swath of committed golfers who do a lot of the playing and spending. So, they're looking to Titleist and FootJoy as the brands in the space.

I can't quite commit to the stock, though. Golf is a brutal investment. But, interestingly enough, the stock yields 2.3% today on the yield side. And I feel like maybe we see some stability there. Perhaps this could be an interesting little income play. I don't know. I just can't make up my mind.

Hill: Acushnet Holdings, Steve. Not exactly a household name.

Broido: I don't play golf, but I hear a lot about Mar-a-Lago these days. Do I want to go there to play golf? Can I do that?

Moser: I have to believe there are better places to spend your money, and I'm going to leave it at that.

Hill: Although, come on, if you get the chance to play golf with the President of the United States, you're not turning that down, are you?

Moser: Eh ...

Matt Argersinger: Woah, alright.

Moser: I don't know ...

Hill: Let's move on. Matt Argersinger, what are you looking at this week?

Argersinger: I'm going to, ticker JD. We tend to overuse monikers like this, but I do think this is your best chance at the Amazon of China. Unlike Alibaba, which is a lot more like eBay, JD makes most of its revenue selling directly to consumers from a network of fulfillment centers that really span China now. Revenue was up 47% latest quarter to almost $17 billion. I'm not sure why the stock was down based on that news on Friday. In general, there's no way this stock should be trading for less than 2X revenue, it's outrageous.

Hill:, Steve?

Broido: Any unique challenges about making delivery as successful as Amazon has been here in China?

Argersinger: The big problem with China is the amount of fraud that's out there, with fake retailers delivering bad goods. JD has made it their focus to eliminate that. With JD, you have a force against that, Steve.

Hill: Golf, Chinese e-commerce, and delicious breakfast items and coffee. Steve, what are you going with on your watch list?

Broido: I'm hearing a lot about Dunkin these days. I'm going with Dunkin.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.