Waching daily Nov 27 2018

David Gardner: Stock No. 2, I just mentioned it.

I do think Take-Two Interactive had a short attack at some point a few years ago.

You could check my math.

The ticker symbol for Take-Two Interactive is TTWO.

This could sound a little confusing. We had 2U, then we had Take-Two.

Take-Two Interactive, though, is a completely different company from 2U.

Take-Two Interactive is one of the best video game companies our time.

The Houser brothers behind Rockstar Games of Grand Theft Auto fame.

Red Dead Redemption 2, which is an outstanding video game, one of the greatest, in my experience,

of all time up to this point, just came out this fall.

That comes from Take-Two Interactive. Where has the stock been recently?

It hit a high of $138 a share on the final day of September, 9-28.

It went from $138 to where it is today, $108.

That's a decline of 22% for a company that really literally did release one of the best

products in its industry of all time. I love this company.

I first recommended it in September of 2007 at $17.

Then I added another recommendation three months later.

It was at $19 at that point.

It's gone from $17 to $19 to where it is today, as I mentioned, around $108.

So, yep, it's been a big-time winner for Motley Fool Rule Breakers, a six-bagger twice over.

I should also mention on a side note that I also re-recommended it in November of 2015,

three years ago this month.

A lot of people at the time were probably thinking, "Well, hold on, now.

You already recommend this stock eight years before. It's already more than doubled.

Why would you re-recommend it again?"

Well, from that $35.62 cents, I'm happy to say it's tripled in just those three years.

I'll say a little bit more about this company in a second.

This is a reminder, as a fellow stock market investor, you and me, that since winners win,

we should be looking to add to our winners.

I'm never afraid to take a stock, buy it at one price, watch it go up some

and then buy it again, and watch it go up a lot more, and years later, buy it again.

Take-Two Interactive, and how we've treated it at Motley Fool Rule Breakers, is a great example.

What are two things that I like about Take-Two Interactive?

Well, the first one is, if you've listened to this podcast for a while, you know that I love games.

I certainly love video games in addition to all my tabletop, board, and card games.

Red Dead Redemption 2 is something that I really love.

I've already spent hours just in the last few weeks playing the game. I love it.

I highly recommend it. It's a Western.

It takes you back to the end of the Old West, just as we're transitioning into the 20th century.

You're going to be playing a principal cowboy in a gang that's a bunch of ne'er do wells,

but they're trying to come to grips with the world changing around them.

It's a cinematic video game. It's beautiful, especially on my Xbox One X. It's stunning in 4k.

But also, I want to play up the writing of it.

It's written like some of the best movie scripts or some of the best exchanges you've ever

seen on the big screen.

You're going to see that kind of level of quality, because that's how Rockstar does

it in this video game. I highly recommend the game.

It's a great reason to like the stock.

Now, the company's much bigger than any single product, so let's not get carried away.

Red Dead will definitely pump up the numbers, I predict, in the next earnings report.

But this is not a one-trick pony -- talking about horses out west.

This is a company that has a lot of different excellent products.

The second thing that I like about this is that I think there's a chance that Take-Two Interactive

could end up being bought out in the future. I'm not invested for that reason.

I might have thought that in 2007 when I first recommended it.

Here we are, 11 years later, the company remains independent.

I love it when my companies remain independent.

I still wish Marvel, one of my favorite stock picks of one generation ago, hadn't been bought by Disney.

I can only imagine how well we would have done as Marvel shareholders.

But you do get paid a premium when another bigger fish comes along and eats your smaller fish.

That seems like it's implicit in a stock like this.

It could certainly happen, although I would be rooting against it.

There's stock No. 2, Take-Two Interactive, TTWO.

For more infomation >> TakeTwo Interactive is a Great Stock to Buy in a Market Crash - Duration: 4:24.

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What is a Power Page? (Great Content Marketing 2018 - 2019) - Duration: 4:33.

Hi I'm Ben Maden I'm the director here at matter solutions and I want to talk

to you about power pages and I'm going to explain to you why that's very

important if you're doing online marketing

okay so the things I'm going to cover today are what is a power page why is it important and what are the best

ways of going about building a power page and also what effect it has on your

SEO and what tips and tricks have we learned along the way that you should

try and incorporate okay so the obvious question is what is a power page well a

power page is a very large piece of content it's usually something that's

very impressive and the whole purpose of it is to be the best thing on the

internet that addresses a specific set of questions or a specific topic the

thing that makes it really important is that it can generate links and citations

over time so you create the piece of content up front lots of hard work

create this piece of content and over time other people who need to reference

a particular topic are then going to use that as a source they're going to quote

copy any pinch bits out of it here and there and then got a link back to you

and give you credit for this hard work that you put in up front so it becomes a

sort of a an animal in its own right that then does a lot of hard work in

terms of attracting links to your website this is at the very heart of

what we would call white hat SEO so the real good guy staff that you create

great content and then the links appear and this is really the pinnacle of

creating great content a power page one of the best ways to do this is to have a

set of ideas and then check those ideas against

the market and by the market I mean the world of kind of social media and links

and there's a few good tools out there particular one is buzzsumo you can find

out from buzzsumo very quickly whether a particular topic is of interest to

people and you can find out maybe there's a peak blog post or a peak kind

of page on somebody's website that's been promoted hundreds of shares

thousands of shares maybe it's got dozens and dozens of inbound links to it

and that means that it's got something in there that makes people want to share

it makes people want to engage with it and do things and you know send it on to

their audience and primarily what we want to do is look at that original

piece of work maybe a combination of a few of the original pieces of work and

then create a better piece of content something that's going to appeal maybe

it's going to be vigilant maybe it's going to have better more

up-to-date data maybe it's going to be more complete you're going to cover more

ground and maybe you're even going to get some some social inputs and some

input from other experts all around the world for example you know the idea that

Google puts in places that you create the content and people will link to it

well it usually takes a bit of effort to contact people and actually encourage

them to link to it but of course creating some content that's really

really good and you know that other people have linked to equivalent kind of

content or maybe content that's not quite as good because you bettered it

you can send those emails to dozens of people with confidence because you know

what you're asking them to link to is awesome okay so thank you very much for

watching I've been I guess I still AM Ben Madon and yeah we would love to hear

from you so please if you liked the video please hit the like button and got

a question ask it here in the comments either I or somebody on my team we'll

get back to you and yes by all means we would love it in you

if you shared it with your your friends and colleagues and if there's anything

we can do to help give me some advice some one-on-one coaching on how to do a

power page please get in touch thanks very much

you

For more infomation >> What is a Power Page? (Great Content Marketing 2018 - 2019) - Duration: 4:33.

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November 27 is now Simone Biles Day in Houston - Duration: 1:39.

For more infomation >> November 27 is now Simone Biles Day in Houston - Duration: 1:39.

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This Sugar body scrub is a great home-made Christmas gift idea - Duration: 2:19.

For more infomation >> This Sugar body scrub is a great home-made Christmas gift idea - Duration: 2:19.

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CAK Student Naomi Davis is this week's Junior anchor - Duration: 2:49.

For more infomation >> CAK Student Naomi Davis is this week's Junior anchor - Duration: 2:49.

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Lowe's is Closing Stores -- Can it Keep Up With Home Depot? - Duration: 5:44.

Hill: Let's move on to Lowe's.

Lowe's third quarter not nearly as good as Home Depot's last week.

Expectedly, shares of Lowe's falling today.

Part of the confidence that I think investors might want to have in Target is the fact that

despite the higher costs in the third quarter, Target didn't change their guidance for the

full fiscal year. That is not the case with Lowe's.

In addition to their third quarter numbers, they also cut their forecast.

Barker: As we just went over, part of the equation here traditionally would be that you

have good comp numbers, which allows you to open more stores.

Well, Lowe's is now in the process of closing stores. They're saying 31 stores in Canada, 20 in the U.S.

They're contracting, in terms of their store count. Where is the growth going to come from there?

I'm not saying that's the wrong business decision.

If you have over-supplied in terms of stores, you've got too many too close together --

I think most of the stores that they've announced that are going to be eliminated are within

ten miles of another store. They're going to be more efficient.

That'll help the comp numbers in the remaining stores once it's completed.

But you've got to take a big charge to earnings to close those stores.

That's what's befalling Lowe's stock today.

Hill: And, throw in the fact that previously, Lowe's had announced that it was closing all of its

Orchard Supply Hardware stores, which was a smaller brand in the Lowe's portfolio.

This can all make a lot of sense, and these can all be the right decisions, but if you're

looking at Lowe's in 2019, 2019 is shaping up as a year for Marvin Ellison and his team

at Lowe's where they really need to deliver.

If this year has been, "We need to take a hard look at how we manage our inventory.

We need to take a hard look at our locations. Yes, we're going to close Orchard Supply.

Yes, we're going to methodically close certain locations in North America," that's fine.

But they really need to deliver next year.

Barker: Yeah.

You can be more confident in that delivery occurring if the housing market is really healthy.

And the housing market is beginning to show signs, in the wake of interest rates moving up

and mortgage rates also moving up, of a softening in the housing market.

All these markets are really local, and some are doing better than others.

But nationally, there's been slowdown.

The numbers out yesterday showed that homebuilder confidence was at a two-year low.

That's an issue. Margins are also an issue.

The cost of lumber has been going up, in large part due to some of the tariffs,

and the lumber coming in from Canada.

There are a lot of different moving pieces, all of which are moving in the wrong direction for Lowe's,

other than the economy in general, which is still quite healthy.

That's more use than maybe just about anything, but the housing economy specifically is a problem.

Hill: If housing is really that bad -- Barker: I don't want to say housing is bad.

It's softening. It's different. I don't want to oversell the problems in the housing market.

Hill: I appreciate that.

But we've talked for years about how, for people who have not invested in housing, one

of the easiest entry points for an investor looking at individual stocks is Home Depot and Lowe's.

Over time, they've been steady businesses. At various points, one has done better than the other.

But generally, they have been seen as safer investments than a straight-up homebuilder

or that sort of thing.

Sorry to keep going back to last week, but if Home Depot is going to put up a third quarter like

they just did, and the stock is going to drop because there are all of these concerns

about the housing industry, that makes me wonder if there's anything related to the

housing market, in terms of stocks, that's worth buying right now.

Barker: I think Home Depot is still -- disclosure, I own some shares of Home Depot --

probably the place I would be most confident in a sustainable floor, that is housing builders, homebuilders.

Boy, you get some wild, wild swings there. When times are good, they skyrocket.

When times are bad, they look like they're going bankrupt.

Home Depot is a far lower ceiling, higher floor on that, and it's been doing a better job

than Lowe's for quite some time.

Although there was, as you say, weakness post-earnings-report,

I'd rather have a good earnings report and stock weakness than vice versa.

For more infomation >> Lowe's is Closing Stores -- Can it Keep Up With Home Depot? - Duration: 5:44.

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Defenders: School volunteers, who is allowed one-on-one with your kid - Duration: 2:47.

For more infomation >> Defenders: School volunteers, who is allowed one-on-one with your kid - Duration: 2:47.

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Knoxville Fire Department claims this is the best shrimp dish, ever! - Duration: 3:38.

For more infomation >> Knoxville Fire Department claims this is the best shrimp dish, ever! - Duration: 3:38.

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Why Teledoc is a Strong Tech Stock to Buy Now - Duration: 4:05.

David Gardner: Stock No. 3, continuing down the alphabetical list.

Stock No. 3 is Teladoc, ticker TDOC.

This is a company, a Rule Breaker, that made a high, like Take-Two Interactive,

on the final day of September. Teladoc touched $86 that day.

Here we are less than a month and a half later, it's gone from $86 to $59. It's down 31%.

And yet, the company is the same company, for the most part, that it was a month and a half ago.

The market has turned down, but not this company's fortunes.

Why is this one of our bigger winners? It's a more recent pick for us in Motley Fool Rule Breakers.

In fact, I picked it one year ago this month for the first time, November 2017.

It's up 84% over the last 12 months, versus the market up 9%. That's why it's one of our big-time winners.

And yet, it's still in its first year as a Rule Breaker stock.

Really happy to see that it's still up 84%, despite having dropped 31% in just the last six weeks.

You can see, it was already much higher.

And indeed, I think, in time, it will be much higher again, which is why I'm including it

on this five-stock sampler. What are two things that I like about Teladoc?

First of all, if you get to know the business -- feel free to click around Motley Fool Rule Breakers,

our service, if you're a member. Or, you can google Teladoc, and look over their services.

Basically, it's what it sounds like.

This is a business where you can use a telephone to contact a care professional and get help.

It turns out, you don't always have to go to your doctor's office, or even the MinuteClinic at the CVS.

Sometimes, those aren't adequate for the kind of conversation that you'd like to have.

Well, increasingly, Teladoc is getting its service in HR and benefits packages for good

companies nationwide. You might be working at a company where you have Teladoc as a benefit.

You could dial up a phone number and have a conversation about your health with somebody

who is knowing and professional. This is, to me, an obvious business.

This is a good example of something that could have always existed. Why not?

Luggage wheels. Wheels on luggage.

That really could have always been with us, all 20th century long, but for some strange reason,

it took a long time to show up.

In this case, I think it's a little harder to get regulatory clearance and really scale

a business like Teladoc.

It probably had to wait until more recently with the internet showing up and improving our lives.

I think that's a great reason for Teladoc's timing, but the company has clearly hit the

ground running, both as a public company, but for years before that as a startup.

To me, it's one of those great stocks, don't-make-you-think stocks.

That's an essay I once wrote. You can read it.

I think you can google "great stocks don't make you think David Gardner" and you can read my short essay.

Often, in my experience, if you step away from the stock market and the near-term Sturm und Drang

of "the market's up" and "the market's down" and this kind of coverage of the markets,

you just think, "The time that I'm living in, what are the really obvious, big things that matter?"

Then you step away and say, "I'm just going to buy those stocks."

Great stocks shouldn't make you think.

Great stocks shouldn't make you think should make you think too hard.

I think often, great elevator pitches, a solid 60-second pitch, should be all takes to

tell you about Amazon or Netflix back in the day.

To me, Teladoc is one of those "great stocks don't make you think" stocks.

That's one thing I like about it.

The second thing I like about Teladoc is true of all these -- how about the decline?

It's down from $86 to $59 in the matter of just some weeks.

We're never looking backward at The Motley Fool or on this podcast. We're looking ahead.

And I see sunshine in the future for this company and for you as a potential investor.

That's the reason I'm making Teladoc stock No. 3.

For more infomation >> Why Teledoc is a Strong Tech Stock to Buy Now - Duration: 4:05.

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How is area around Lordstown plant reacting to planned GM plant closure? - Duration: 3:14.

For more infomation >> How is area around Lordstown plant reacting to planned GM plant closure? - Duration: 3:14.

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Who is Max? - Duration: 5:05.

Max the threat or Max the cute one?

Who is Max really?

Did you see what was there?

There!

Look, i'll get it.

Oh no, ooh it's scary.

Jump, jump, jump, jump.

Ooh that is interesting.

Eh, not really.

Ooh, what is that?

Ah, not edible.

What do i smell?

Yes, this way!

Oh, oh, scary. Eeh hopla.

Are you having fun Max?

Am I having fun? Am I having fun?

Of course I am having fun. I am fun.

What are you looking at?

Pff.

Guys! Wrong way. Go here!

Eh, stop!

My garden.

My garden.

My garden.

Meh, my garden isn't so fun anyway.

Run!

And, run back!

Yes, I got him! Food!

Oh, ew, ew, ew! Get that thing off my tong!

Mmh? Mmh.

Ok. There we go again!

Guys, I'm back!

Hello.

Do you want my stick? No? Ooh stretching.

Huh. what was that?

Another sound.

What is it?

Oh quick, grab it. Mariska did you hear that?

Yes that.

Did you hear it?

Is that a friend?

Quick, i got to go there.

Jump, jump, jump.

Food? Food?

Well. Food? No? I'll go then.

Well that was fun. Ok bye.