The Chinchilla Picking Podcast
By Brandon Beaver and David Underwood
The Chinchilla Picking PodcastOct 12, 2022
Episode 157: Berkshire, Apple, Tesla, and the Commercial Banking Sector
Argentian stocks got a boost on Friday with some earnings surprises plus...
Tesla is introducing a new long range rear wheel drive Model Y.
Earnings from Apple and Berkshire Hathaway.
The commercial banking sector is stressed once again.
Episode 156: Earnings For Alphabet, Meta Platforms, and Microsoft, Plus an Update on the Battle for AI Supremacy
Who is winning the AI wars??
Plus, Dave shines a light on global debt.
Episode 155: Netflix , Tesla, Timken, JB Hunt, Taiwan Semiconductor, and More
Netflix reported a surprise beat in earnings but still fell.
Taiwan Semiconductor expects continued contraction in automotive chips
JB Hunt's earnings show us that the freight market still has not bottomed
Brandon gives us a company that has been around for more than a century and is rarely talked about but has a steady balance sheet and consistent growth
Episode 154: Jamie Dimon's Letter to Shareholders Plus Iran Attacks Israel
Jamie Dimon has issued his annual shareholder letter.
What effects with Iran's attack on Israel have on global markets?
Episode 153: A New Study Brings New Perspective on Novo Nordisk, Time to Indulge in Hershey?
Cocoa prices have surged impacting the stock price of Hershey, is it time to buy this beaten up stock?
A new study has been released on the effects of Wegovy, making Brandon a believer.
Dave dives into the state of oil after a very volatile week of trading.
Episode 152: Is Nvidia in a Bubble?
Micron jumped 14% on earnings, but did it deserve the increase?
We take an in depth look into Nvidia to figure out if it is in a bubble or not.
Dave looks at the crypto currency market ahead of Bitcoin's halving event.
And Dave hits the headlines!
Episode 151: Dick's Sporting Goods Knocks It Out of The Park
Dick's Sporting Goods beats estimates again behind Lauren Hobert's leadership.
Demand for electricity is hitting all time highs with experts saying that demand is going to start testing our infrastructure. What companies set to benefit from the new global electric revolution?
Microsoft told European regulators that they are behind Google in the battle for AI this week, but was that a lie to convince regulators to allow them to merge with Open AI?
Episode 150: GE's Investor Days Plus Pfizer Switches Focus
Dave updates us on what's going on with Tesla in China.
Brandon covers the investor days at General Electric and tells us what he's going to do with GE Vernova when it spins off in April.
Dave hits the pharmaceutical industry and talks about Pfizer's new(ish) focus.
Episode 149: Dell's Dull Earnings
The AI bubble is in full force, what kind of effect will this have on the Federal Reserve's decisions this year?
Dave talks crypto and Tesla.
Brandon gives an update on General Electric with their investor day right around the corner.
Episode 148: Berkshire Earnings and Annual Shareholder Letter, Intuitive Machines Goes Lunar and Then Crashes
We give our thoughts on Warren Buffett's recent annual letter.
Intuitive machines literally goes to the moon, but the stock crashes.
Plus, Dave talks about the new wave of crypto idiocy being pumped by venture capital firms that are great salesmen but terrible investors.
Episode 147: Uber's Earnings, The AI Boom, and More
2024 is shaping up to be another year of cost cuts.
Uber reported it's first full year of profit since becoming a public company.
More contradictory ecconomic data, is a soft landing still in play?
Episode 146: Earnings From Disney and Pepsi Plus More On Novo Nordisk
Brandon covers Disney and Pepsi earnings, Dave gives us an update on Novo Nordisk, plus HEADLINES!
Episode 145: Tesla, Apple, CH Robinson, Meta, GE, and $ARGT
Boatloads of earnings this week, including Tesla, Apple, CH Robinson, Meta Platforms, and GE.
Dave gives his take on the Tesla recalls and earnings.
Is GE the greatest corporate turnaround story in American history?
Brandon picks an ETF to track Argentina's turnaround story.
Episode 144: Netflix Earnings, Natural Gas Companies, and Big Drama at WWE Parent Company TKO
Netflix knocked earnings out of the park Intel has underwhelming 2024 guidance. Lots of drama at TKO holdings. Dave gives his take on what is going on with the recent price movements on natural gas and how to profit from that. Brandon puts a frontier market in focus.
Episode 143: SAVE Yourself From Spirit Airlines
Now that JetBlue's acquisition has been blocked, eventhough they are appealing the rule, Brandon thinks this stock is now too much of a gamble.
Dave hits the headlines and says that there is a hidden inflationary cost hitting businesses extra hard right now.
Episode 142: Big Bank Earnings and New M&A Activity
Dave gives his take on the current state of crypto currency.
A new wave of M&A activity has arrived ahead of the possibility that the fed will cut interest rates this year. We dive into Hewlett Packard Enterprise's announcement that they plan to acquire Juniper Networks.
Episode 141: Earnings Outlook and Bitcoin ETFs
The SEC is set to potentially approve Bitcoin ETfs this year, even more problems at Boeing and what analysts are saying about earnings for this year. Plus, Costco continues to shine.
Episode 140: Deal Making Expected to Increase In 2024
After a sluggish year in 2023 for private equity, firms are looking to this year's forecasted interest rate cuts to spur M&A activity.
Japan's Nippon Steel is trying to buy US Steel (ticker symbol X), but the deal faces scrutiny from the US Steel Workers union and a bipartisan group of politicians.
Episode 139: Changes In Chinese Tourism Spell Trouble For Retailers
Plus, our end of year numbers and what we think about the Fed decision.
Episode 138: Pepsi, Apple Moving a Major Portion of It's Production to India, and Positive Data, And Grocery Stores Are Now Data Brokers
Let us know what you'd like us to cover in the next episode!
Episode 137: Is It Time To Give Up On Pfizer?
Are the roads clear ahead for continued slowing of inflation? Plus, with the news about Pfizer's weight loss drug being pulled (for now) from trials, is it time to give up on the world's largest pharmaceutical company?
Episode 136: Nvidia Earnings and Preliminary Holiday Sales Numbers
Let us know what you think about this episode and what stock you want us to cover next!
Episode 135: Retail Earnings And The State of the Consumer
Target and Walmart continue to have two different retail stories but with new twists.
Some analysts are predicting rate cuts in 2024, why the market should not see this as bullish.
Plus, India keeps flashing the green light for tech giants to move their production to India.
Episode 134: Arm Earnings
We dive into Arm's quarterly report and Dave talks about a huge scandal in the precious metals market.
Episode 133: Apple's Earnings
Apple is stagnant. What will it take to put the world's most valuable company back into growth mode?
Recapping Meta and GE's Earnings
Plus, only 1/3 of European companies have beat earnings expectations while companies in the United States are up on average 12% year over year. Is the United States on track to escape a recession or is it just a matter of time?
Episode 131: The Current Global Trade Recession
The global transportation sector is in a free fall. What does this mean for the rest of the economy? We dive into the vast amount of earnings and numbers we've seen from juggernauts like JB Hunt, Union Pacific, ocean liner company CMA CGM, and the small parcel sector with UPS.
Dave gives an update on Tesla.
Bitcoin halving is something that happens every 4 years, and it's about to happen again. What does this mean for you crypto wallet?
Plus, this week is going to be HUGE. 2/3rds of the companies on the S&P 500 are set to report earnings this week. That combined with the release of GDP numbers and the Federal Reserve's preferred inflation gauge means that investors and traders should gear up for a wild week of volatility.
Episode 130: A Deep Dive Into Pepsi's Earnings and What is Driving Oil Companies Higher?
This week we do a deep dive into the tailwinds and headwinds for Pepsi and their 3rd quarter earnings. Dave takes us into what is driving oil stocks higher, even as rig counts come down.
Episode 129: What's Going On With Yields? Plus, More Dissapointing News From Boeing
The September jobs number has shed new light on where we're at in the market cycle and what may lie ahead.
Volatility in yields is back again adding uncertainty to both stocks and bonds.
We spotlight a CEO that has led a improbable turnaround for a once well known company.
Plus: More bad news for Boeing
Episode 128: The Home Building Stocks Have Been Booming, Is There Still Gas in the Tank?
Stocks like Green Brick and Lennar have been soaring for the past 12 months. What's behind this and is there more room to run? Plus, Dave hits the weekly headlines.
Episode 127: Cisco Buys Splunk
This week the blockbuster news that Cisco is acquiring Splunk hit the wires. Is this a good deal for both parties?
It has been forecasted that credit card losses will peak in late 2024. What would this mean for the overall economy and for stocks?
Dave hits the headlines.
Bonus IPO Episode
This is a bonus episode with Brandon covering the current and future state of the IPO market. Plus, Brandon dives into the hotly anticipated IPO of Instacart and Birkenstock's planned IPO.
Episode 126: JM Smuckers Buys Hostess, What We Know About The Instacart IPO, and Headlines
-JM Smuckers buys Hostess for a steep 5.6 billion dollar price tag, is this a good deal for JM Smuckers and investors?
-Instacart is planning a hotly anticipated IPO, and the anticipation seems to be ramping up after Arm's succsessful debut.
-Plus, Dave hits Brandon with the headlines.
Episode 125: Home Sales, RH Earnings, the Disney/Charter Deal, Apple's Event and Headlines
In this episode we go over the recent decline in home sales and how that relates to the rest of the economy including a bad earnings report from RH. We also talk about the Disney/Charter deal, Apple's event and more.
Episode 124: Do Recent Retail Earnings Reports Paint A Sobering Picture for The State of The US Consumer?
Recent retail earnings show two sides to the retail story with Walmart and Amazon still in the lead while retailers like Dollar Tree, Dollar General, and Five Below behind. What is behind this continuing trend?
Are U.S. businesses finally losing patience with China?
Dave tackles the week's headlines.
Episode 123: Shrinkage
-Credit card debt is at an all-time high.
-Theft in retail continues to surge as Dick's posts a decline in earnings
-NVDIA's blockbuster earnings results push the stock even higher
-Evergrande's problems continue but plans are in the works to rescue the fallen giant
-Dave and Brandon analyze current headlines
Episode 122: The LEI, Bloomin Brands, and Pain at the Pump
The Conference Board Leading Economic Index gives us a sobering outlook, Starboard takes a 9.9% stake in Bloomin Brands looking to make some postitive changes and rig counts keep dropping.
Episode 121: Disney Earnings, And Is The Earnings Yield of The S&P Enough to Sustain The Market
We dive into Disney's earnings report, the earnings yield of the S&P 500, Softbank's acquisition of Arm, and more!
Episode 120: Robinhood and Berkshire Earnings
-Robinhood reported earnings and Brandon has a surprising take
-Berkshire is still going strong
-Dave talks about the new innovations in the trucking industry
Episode 119: How to Turn "Mistakes" Into Wins in Investing
On this week's episode we cover Meta and Alphabet earnings. Brandon talks about a great way to turn mistakes into profits and Dave talks about this week's headlines.
Episode 118: Oil, NVIDIA, Tesla, and More
Rig counts are dropping again, plus NVIDIA, Netflix, Tesla, and supply chain union strikes
More Changes Coming At Disney, Plus The UPS Strike and More
This week Nick Young is filling in for Dave Underwood. We cover more evidence of the "this time is diffferent" attitudue, more changes coming for Disney, the potential UPS strike, and Nick's thoughts on the airlines. Plus, a relatively unknown company is reporting earnings this week and Brandon thinks their earnings call will be particularly important.
Episode 116: Is It Really Different This Time?
Dave and Brandon take opposing sides as to whether or not we are gearing up for a deep recession.
Episode 115: Tesla, Delta Airlines, Bitcoin, and Constellation Brands
Tesla released their delivery numbers on Sunday, Dave and I dive into what to think about them.
Delta Airlines, a show favorite, upped their full year forecast.
Constellation beat on earnings but...is there more than meets the eye?
Be Cautious When Others Are Being Greedy
Symptoms of interest rate hikes are continuing to arise globally pointing to an ever growing possibility of a recession. Manufacturing growth continues to slow domestically while commercial real estate continues it's fall across Europe. Corporate defaults and overall bankruptcies are growing.
We're Officially Back in Bull Mode...But Are We On Thin Ice?
The S&P 500 and Nasdaq are officially in a new bull market. We examine previous bear market endings to see if we are this new bull market is sustainable.
Pfizer and the Recent Jobs Report
Pfizer is down 27% over the past twelve months, is it time to buy? We dive into the numbers and the Pfizer pipeline for the year.
Dave dives into the jobs report and gives an update on the possibility of a soft landing
Are We Already Experiencing a Slowdown? Dave Covers NVIDIA
We talk about the debt ceiling as much as it deserves to be talked about
We cover Walmart, Footlocker, and Lowe's earnings and ponder whether or not we're already in an economic slowdown.
Dave highlights NVIDIA's fantastic earnings and talks about the AI surge.
I'll Be Your Warren Buffett If You Will Be My Charlie Munger
-Berkshire Hathaway released their earnings report and had their annual investor conference
-Important takeaways from Google's IO conference
-Disney is potentially preparing to take steps to fully buy Hulu by 2024
-Icahn vs the short sellers at Hindenburg Research
An Update on Activision, Meta Surprises Nicely on Earnings Again, and Foxconn Abandons Lordstown Motors
Brandon does a victory lap (again) on Meta Platforms and then eats crow on Activision
Dave discusses where he thinks the electric car industry is headed and one stock he thinks will be a winner
Foxconn abandons Lordstown Motors but might be taking control of the factory in Ohio
All of this and more on episode 109.