20 de outubro de 2020 , por
Part of Shake Shack's job over the next decade, I would argue and I think you would agree, is that they need to prove they can grow nationally. I mean, he's thinking, "Why everybody wants to try to build their own thing, it makes it fragmented and inefficient." So this is a company that just keeps on doing what they say they're going to do. There would be a catalyst in the back-half of the year that could play out in investors' favor; that remains to be seen, but it's worth noting regardless, because those two stores are going to be closed for a combined 14 to 18 weeks, and that's going to be a lot of money that they lose in sales from that. Moser: Yeah, I mean, I do too. We're going to start with a leadership change, and that is MasterCard getting a new CEO next year, January 1, 2021. MasterCard Revises Guidance on the Back of Coronavirus As a result of a slowing global economy, MasterCard revised its guidance. Quotes delayed at least 15 minutes. I'm Chris Hill. In this episode of Market Foolery, Chris Hill and Jason Moser go through the results of three recent earnings announcements. Very strong presence in Germany and France; generate a lot of sales from Europe. I like that. A Division of NBCUniversal. Which is kind of surprising to me, in that I thought it would have been more. Shares of Mastercard fell nearly 3% in after-hours trading on Monday. I mean, they're still calling for $16 billion in operating profit for the year, which is modest growth from a year ago, but it's growth nonetheless. A full transcript follows the video. I mean, it's a burger joint, right? Terms & Conditions. Hill: At some point, but it's a nice reminder that at one point in time, Bob Nardelli was running this company. If you're owning Home Depot and they're giving you $6 a year just to hang on to that share. You, me, and Bill Mann. So I think you probably see this stock pull back some more as time goes on, because you do have to wonder -- they just opened up the most restaurants in one year that they've ever opened up, and whether it was a direct result or an indirect result, traffic was down. We want to hear from you. Ansys is another one that's in simulation software. Moser: Well, first and foremost, thank you for not saying same-shack sales, because that's a tongue twister, I think, that just doesn't really work well for podcasts. Offers may be subject to change without notice.
And you have one part of the country where it's all about Whataburger, and then you've got Smashburger and you've got In-N-Out Burger and you've got Five Guys and you've got Shake Shack. And I haven't come up with a good answer yet, Chris. I'm Chris Hill. reported better-than-expected quarterly results last month. So looking for pure plays there, nothing wrong with that. Many major companies including Apple and Procter & Gamble have sounded alarmed on the epidemic. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. This seems like a smooth leadership transition as you could possibly hope for if you're a shareholder. Now, double digits could mean just 10%, but regardless, some of those big-ticket items, they seem to be really good at doing it. You get a nice exposure to the European economy there. Hill: As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. We love those companies here. And so, I mean, the answer, as you said, is you want them both. But it doesn't impact the business itself; it's just a matter of slowing growth versus accelerating growth.
Siloed payment systems are stupid. Apple is a dividend stock, and look how that's done over the last couple of years. Not that there's anything wrong with that, but it's a burger joint.
And Autodesk, I think a lot of people out there are familiar with that name. And, you know, there are opportunities in Europe, but to be perfectly honest, I don't really think of them as an investor. And another company, PTC, with 35% or so of their revenue coming from Europe, with a big focus on Germany as well. Hill: Well, and as you and Bill Mann and I talked about on YouTube, fortunately for all investors, those dividend stocks are a lot more attractive now. Returns as of 10/20/2020. Should stockholders be worried? Hill: So not that we're focused on the short term, but let's talk about why the stock is down today. This has been a phenomenal stock. I think one of the reasons the stock -- or I should say, one more reason -- the stock is not falling today is, despite the fact that management talked about, this is going to be a big year for Home Depot in terms of the money they're investing in the business, with other businesses and other management teams, that would scare some investors off. So we have a little connection with Shake Shack, and we went and we taped a Market Foolery on location one day in New York City. That's going to do it for this edition of Market Foolery. I mean, I don't really look for pure-play China investment ideas, I just look for good businesses with a healthy exposure to the Chinese economy, and it seems to be working out. So just for me, it's going to be interesting to see, going forward, if their two views are compatible. You can have a quarter like this where same-store sales are down 3.5%, if you've got a massive, national -- you know, if Starbucks put up that kind of quarter or McDonald's for that matter. Stock's returned more than 1,300% since then. I mean, this thing pays $6 a year just to hold the stock. The powerhouse trio creates an accelerator to speed up COVID-19 drug development and make treatments accessible. I mean, it's really hard to argue against that at this point. And he included a couple of magnets, which was very nice, so thank you for that, Daniel. You know, MasterCard was part of that initial interest group and pulled out, along with a lot of other companies. "Cross-border travel, and to a lesser extent cross-border e-commerce growth, is being impacted by the Coronavirus," the company said in a statement on Monday after the bell. I mean, I think if you saw this company get shellacked on greater market concerns, it's one that I would certainly consider adding to. Use of this site constitutes acceptance of our Terms of Use and Privacy Policy | CA Notice at Collection and Privacy Notice | Do Not Sell My Info | Ad Choices Hill: It is. And a lot of these companies, Microsoft included -- again, we go back to that Dividend Aristocrat list -- a lot of these companies want to be on that list, and the only way to get there is to keep growing that dividend year in and year out for at least 25 consecutive years. I mean, to your point, it was a good quarter. I mean, that used to be, I think, the perception was that, if you're going to hold a dividend stock, well, the stock price is not going to really do much, but you get that dividend check every quarter. Moser: It is a little -- [laughs] yeah, well said. I too do not own shares and look at this company and ask myself every quarter, "Why don't I own shares?" Hill: Well, and to your point about the footprint. What did you think of it? Cumulative Growth of a $10,000 Investment in Stock Advisor, MasterCard Revises Guidance on the Back of Coronavirus @themotleyfool #stocks $MA $HD $SHAK, Mastercard Incorporated (MA) Q3 2018 Earnings Conference Call Transcript, Mastercard Incorporated (MA) Q2 2018 Earnings Conference Call Transcript, Mastercard Incorporated (MA) Q1 2018 Earnings Conference Call Transcript, Copyright, Trademark and Patent Information. By the same token, the whole idea behind dividend payers is you want to hold on to those things as long as you can. He's been CEO for 10 years. And they're not going to be for a while, but I think it's also reasonable to assume that they'll continue raising that dividend for the foreseeable future, because I'd imagine they want to be on that list too at some point. Shares of Mastercard fell on Monday after the credit card company issued a warning that the fast-spreading coronavirus could hurt its revenue this year. Hill: Jason Moser, thanks for being here. But he had a couple of questions I thought we could hit real quick before we wrap up. And this is certainly one where -- you know, Peter Lynch always says, "The best stock to buy is probably one you already own." "If the impact is limited to the first quarter only, we expect that our 2020 annual year-over-year net revenue growth rate would be at the low end of the low-teens range," the company added. And to go back to something you had said about management and their ability to deliver. And so just keep that in mind that -- I mean, the market is thinking, hey, that's going to be something else that's going to weigh on the business in the near term, but that will go away. So you find a lot of those companies that are close to that, and there are a lot of good ones from which to choose, for sure. It does feel like dividend payers are more dynamic, and you don't have to necessarily sacrifice capital gains anymore. Chris Hill: It's Tuesday, February 25. Hill: We'll get to slowing growth when we talk about Shake Shack, but let's hit Home Depot first. So for me, you know, we don't necessarily have to say, well, I've got U.S. exposure, now I need European exposure and emerging markets exposure.
You look at big tech, things like Facebook, Google, Amazon. The U.S. presidential race is a near dead heat, this A.I. I mean, that's where they were born. They're like, "Hey, listen, most of our stuff, we've already got it here, it's already been shipped or it's en route." But to your point, the numbers were not really very good. What we're seeing at this point with coronaviruses is ultimately a global slowdown, and it's going to be hard to fully quantify. During the COVID-19 situation, BMO is offering financial relief and travel support, and safeguarding the health of customers and employees. But they did notify, they did say, this is a fluid situation, it's changing day by day, and they are looking at Q2 and Q3 and Q4 and seeing what the potential effects may be, but for now, it seems like the business is still firing on all cylinders. And I think that's, again, one more reason why people have confidence in it.
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