Podcast by The Motley Fool
Source
Global travel, comfortable footwear, and industrial REITs are on the menu. Pull up a chair!
(0:25) Maria Gallagher discusses: – Mixed 2nd-quarter results from Booking Holdings – Why CEO Glenn Fogel’s declaration about upcoming record revenue may be grounded in reality – Crocs struggling with gross margin pressure and inventory management – Whether buying the Hey Dude line of footwear was a good use of capital
(10:41) Amazon’s decision to sub-lease warehouse space caused some industrial REITs to fall. Deidre Woollard and Matt Argersinger discuss the potential for buying opportunities in this group.
Stocks mentioned: BKNG, ABNB, CROX, WMT, TGT, STAG, EGP, PLD, RHP, PEB
Host: Chris Hill Guest: Maria Gallagher, Deidre Woollard, Matt Argersinger Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl