In this segment from the Motley Fool Money podcast, host Chris Hill is joined by Jason Moser of Million Dollar Portfolio, David Kretzmann of Hidden Gems Canada, and Aaron Bush of Motley Fool Rule Breakers to discuss the stocks on their radar. Find out why National Beverage (NASDAQ: FIZZ), JPMorgan Chase (NYSE: JPM), and Autodesk (NASDAQ: ADSK) have piqued their interest.
A full transcript follows the video.
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This video was recorded on April 6, 2018.
Chris Hill: Let's get to the stocks on our radar. Our man behind the glass, Steve Broido, will hit you with a question. Also behind the glass with Steve and our producer, Mac Greer, this week, James Chen, longtime listener visiting. [claps]
David Kretzmann: [claps] Whoo-hoo!
Jason Moser: [claps] Thanks for coming, James!
Hill: Shout-out to James. Alright, David Kretzmann, what are you looking at?
Kretzmann: I'm looking at National Beverage, ticker FIZZ. This is the beverage company behind soft drink brands like Shasta and Faygo, but most recently their growth is coming from sparkling water brand LaCroix. Even now, any grocery store I go into, LaCroix has prominent displays everywhere. LaCroix is everywhere. Revenue is still growing 17%. Strong balance sheet, strong free cash flow production, and the quirkiest CEO I think you'll ever find. Worth a closer look.
Hill: Steve, question about National Beverage?
Steve Broido: Do they still sell Shasta? [laughs] I've not heard of Shasta since I don't know, 1985.
Kretzmann: Shasta is still going strong, although sales are dropping a little bit.
Hill: Jason Moser, what are you looking at?
Moser: I know my guy Cakes with the sports junk, he's going to love this one, calling out JPMorgan, ticker JPM. CEO Jamie Dimon's letter to the shareholders just came out over this week. I recommend everybody reading it. I do believe this is a company worth owning for the long haul. I put Dimon in a class with Buffett and even maybe a little bit of Bezos there. But, I think he's probably the best reason to own this company. Very smart. His experience navigating through the Great Recession, I think, has really put this company in a great position. Listen, they measure themselves by tangible book value, and they're targeting 17% annual returns on tangible equity for the foreseeable future. Stock is selling about 2X tangible book value today. I still think it's worth a look.
Hill: Steve, question about JPMorgan?
Broido: How many Chase credit cards do you currently have in your wallet?
Moser: I think I have just the one, right? That's the Amazon Prime Visa, right? That's a Chase card, isn't it?
Broido: It is.
Hill: It's your card, man. Don't ask me.
Moser: Just as long as the creditors aren't chasing me.
Hill: Alright. Aaron Bush, what are you looking at?
Aaron Bush: I'm taking a look at Autodesk, which makes computer-aided design software. I think it's really interesting, because Adobe has actually been a huge outperformer, and I think they're following in their footsteps in terms of changing their business model from licensing to subscriptions. So, right now, the financials look pretty bad, but I think things are about to look pretty good.
Hill: And the ticker?
Broido: I'm an Autodesk shareholder. What do you think the biggest opportunity for Autodesk is, in terms of what design thing for them in the future is?
Bush: Oh, man! [laughs]
Hill: Aaron will get back to you on that one. In the meantime, do you have one you want to add to your watchlist?
Broido: I'm going to stick with Autodesk, they've been just a rocket ship.
Aaron Bush has no position in any of the stocks mentioned. Chris Hill has no position in any of the stocks mentioned. David Kretzmann owns shares of National Beverage. Jason Moser owns shares of Visa. Steve Broido owns shares of Adobe Systems, Autodesk, and Visa. The Motley Fool owns shares of and recommends Visa. The Motley Fool recommends Adobe Systems. The Motley Fool has a disclosure policy.