I know it may sound a little awkward, why am I excited if it's a contracting industry? Well, I think that's why I'm excited actually, I think they may be seeing things from a bit more of a conservative perspective here.
I think that business could be better than they think it may. In the meantime, when you look at the housing stock in the United States, we have a limited supply of housing and an existing base of homes that continue just to get older with over half of homes in the U.
You figure that even if the market doesn't contract, well, then it's the market is pricing these stocks based on the expectations that management has laid out there. I think you have an opportunity to potentially get into some good companies at reasonable prices.
The obvious picks there are Home Depot and Lowe's, but you've got other ways to play it as well. Cross: Yeah, Chris. The real push toward stakeholder-focused businesses and investors, the societal tsunami changes of COVID, the Black Lives Matter and social awareness, climate change have really pushed companies to focus more on stakeholders. That's employees, shareholders, customers, suppliers than just shareholders. The climate in the world as well, too, Chris, so the trend has been building for a few years.
It's a healthy long-term-focused way to think as investors. All these new investors that have piled into the market, Chris, over the last year, I'm excited to hopefully move them away from trading and speculating much more in the business thinking. This really takes the core of trying to understand how businesses are delivering for all of their stakeholders. You see a lot of ways to measure this, Moody's in there, The Motley Fool's in there, Morningstar is doing it now.
Lots of people focused on it and it's really supporting companies like in Atlassian that has a collaborative workforce tool and really focused on delivering for all of those stakeholders. I really expect more and more reporting and more and more focus on that throughout the year.
Hill: Up next, a few stocks with upside potential and a few stocks with the opposite of upside potential. Stay right here. This is Motley Fool Money. Jason Moser, I'm going to you first, what is a stock or industry that you think is poised for upside in ? Moser: Let's go stock-specific this year, Chris. I'm looking at C3. Something I've talked about before in the show here, but it's an enterprise AI artificial intelligence software company that provides an end-to-end platform as a service through its core technology in the C3.
Ultimately, it allows its customers to design, develop, and operate enterprise AI applications to scale. This matters because enterprise AI specifically is a large and growing market opportunity. We're getting really a true small-cap here with C3. When you look at connectivity, it's opening up all opportunities for businesses and consumers. Devices speaking to other devices, the growth of cloud computing, and Internet of Things.
This really plays into the value proposition the enterprise artificial intelligence offers as it helps companies analyze and act on all of this data from all of these devices talking to one another.
Andy Cross: Chris, playing off that theme about all of the data Jason mentioned with his company, I'm looking at Crown Castle, symbol CCI, real estate investment trust that owns and operates more than 40, cellular towers, 80, miles or more of fiber-optic cable, and 80, smaller cell sites around the United States really supporting the 5G movement and push that we're seeing so much. We now are generating so much data and so much mobile data and 5G is 10 times faster than 4G. It's going to be a decade-plus investment as we build it out.
It leases that space that it owns to wireless carriers. Continues to grow at a very nice clip that build-out of that space over the next few years and the next decade or so. I think that's going to be significantly important.
It's much less volatile historically than the overall market with a beta of 0. I like Crown Castle here, I especially like it. It's also continuing to push on some of those sustainability reporting that I talked about earlier. Gross: Costco has been one of my favorite companies for a long time. I love its membership model, high retention rates, the value proposition it offers customers, its pricing power in terms of being able to periodically increase the price of membership.
I love the leadership, the corporate culture, but the stock is not the cheapest stock out there. Where does Costco go from here? I was intrigued when earlier this month, Berkshire Hathaway's Charlie Munger, who sits on Costco's board said, " Amazon may have more to fear from Costco in terms of retail than the reverse. People trust it and they have enormous purchasing power. I think I like where Costco goes from here. Hill: Jason, let's go in the other direction.
What is a stock to avoid or at a minimum, keep on a very short leash? Moser: Yeah, let's go a short leash, but I really feel like Zillow is a story that has just gone back to square one. That really I think is due to the CEO Rich Barton dropping the hammer down on the company's iBuying prospects when he basically just yanked the business completely out of the model.
Whether that was the right idea or not, we will have to wait and see. But if you just look at these numbers between August and , U.
Something doesn't add up here and I think it's just the market's skepticism slash pessimism on where this business is headed right now. Cross: Chris, we love Oreos in my family, but I'm putting Mondelez on a short leash. We own it, and it really has not done anything in the stock. For last 1, 3, and 5 years it has trailed the market. But really the underperformance is just not really inspiring. Overall, I do like those ESG, environmental, social, governance goals that it's pushing to eliminate packaging use.
Use less virgin plastics, a lot more recycled material. Just launched a green bond earlier this year. I like that part to it, but really the underperformance of the stock, which is not inspiring, something that I'm keeping on a very short leash. Growth accelerated sharply. Management recently said it is clear that we underestimated the reopening impact on our company and the overall industry recently cut full-year sales forecast by up to a billion dollars.
Company is not profitable, continues to burn cash. They did go out and raise a billion dollars in November through a follow-on offering. Omicron variant notwithstanding, people are getting back out there and rejoining gyms. Planet Fitness , for example, recently said its membership levels are almost back to a pre-pandemic peak, does not bode well for Peloton. Hill: Just a couple of minutes left. Let's face it. Some CEO seats are hotter than others. Andy, who's the CEO on the hot seat as far as you can tell?
Except for this year, looks like they are losing market share in their core business of high-yield and high-grade bond trading, an electronic trading platform that they've built and own. They're losing market share to Tradeweb , which is recently public company. They're doing very well. I just worry that the innovation at MarketAxess is not moving nearly fast enough.
McVeigh, like I said, is the founder. He owns a good amount of stock, but they have a CFO just who left earlier. The growth is slowing a little bit, margins are ticking down.
Overall, I just want to make sure that Rick McVeigh is continuing to innovate and build out MarketAxess' platform to be able to drive both customer retention and future customer growth.
It may seem a little odd. He's only been there for a little over a year, but he came into a business that was in a tough situation. He's trying to turn this thing around. I will say, typically we'd like to give these CEOs a little chance to establish a plan and then execute that plan.
They continue to refer to as the transition year. They brought in a new chief product officer. They welcomed Paula Hansen as the chief revenue officer. Anderson has plenty of experience with companies like Palo Alto Networks and Anaplan , among others. But really, it goes back to the explicitly stated, is the transition year, is when the plan starts executing. We need to hold them to it. Even though he's only been there for a little while, certainly is going to be a year of deliverables for Mr.
Anderson or else. Company recently had to exit their iBuying business where they bought homes in the hope of selling them for a profit. Some believe management misled investors, originally saying the business was suffering as a result of problems with material and labor capacity. Now we find the business was completely fundamentally flawed. I don't think they handled this well.
Business decisions were poor, communication was even worse. Lots of class action lawsuits pending. Hill: Our preview rolls on right after this break. You're listening to Motley Fool Money. It is our preview, which, I should point out, we're recording a few days early, so everyone please do us a favor, keep that in mind just in case there are any last-minute announcements from any of the companies that we're talking about.
Ron, we're going to do a round of fill-in-the-blank. For this first one, you can fill in the blank with a company, a CEO, an entire industry, whatever you want.
Think of it as a buffet, Ron, pick whatever you want. Ron Gross: I'm going with Home Depot and Lowe's, because following Lowe's earnings release and forward guidance earlier this month, I think expectations are on the lower side for both of these companies. Lowe's management indicated that the home improvement pandemic boom is finally waning in the absence of government stimulus checks, and as U.
You add in the expectations of rising interest rates, continued worry about supply chain disruptions, and you get some pretty low expectations. But I'm going to take the other side of the trade, Chris, and say that despite a fair amount of non-homebound spending that we'll see in , I think consumers will still be focusing on improving their homes, perhaps even permanently as a fundamental paradigm shift in spending. Hill: For anyone listening to this point, if any trends have emerged in the episode so far it's things are looking pretty good, at least from an optimism standpoint, for home improvement, and the exact opposite is happening with one company in particular, and that's Zillow.
Andy, what do you think is going to surprise investors next year? Cross: It is not Zillow, Chris. They just digested this big acquisition of Auth0, that provides individual log-in to loads of different customers including The Motley Fool. Completed that in October, that will push it more toward that consumer log in rather than just the enterprise log in and workforce management started the equation that Okta has been building and continues to be a leader in.
I really think identity along with security, but identity and workforce is going to be more and more of a central part of the complete enterprise technology stack, so to speak. Auth0, I think pushes them into a part of the market that is important because it's really developer-focused. The welter module will cost you Rs. Beehive is a one-stop solution for all your human resource management needs. It helps in managing end-to-end HR operations.
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