$CASY Casey's General Stores Tape Reports

Per Ticker.id: $CASY Casey's General Stores Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-07 23:24 UTC.

1. It's the opposite. The advance-decline line is making a record high. People are making money in biotechs. People are making money in retailers and making money in health insurance companies, making money in REITs. It's, it's, it's oil stocks. It's a literal opposite of 1999. I know it didn't feel that way for a lot of last year. Excuse me, for a lot of 2024. When it felt like it was all Mag7 and that was legitimate to talk about that concept. But that was just the first phase of the AI bull market. Now we're like in the third phase and you've got companies involved in the AI trade that are going up. You have companies that have nothing to do with the AI trade also going up. Take a look at J.B. Hunt. Take a look at, uh, Insight, which I talked about on the air today on TV. Biogen Idec, or we don't call it that anymore, Biogen Inc. Um, they have nothing to do with it at all, and they're going straight up and to the right. We talked about on the show Casey's General Store. It's, it's fucking gas station pizza in Nebraska. There are so many of those hundreds of those that I can off the top of my head. This idea that the 1999— oh, it's all— now I am sympathetic to people saying the rally in the financials is based on AI and its concentration, and it's 1999-esque. That part I will grant you. When I looked at the earnings reports from Morgan Stanley and read their commentary after, there are $10 trillion in assets and they specifically on the wealth side, they added 9— I forget the number on the wealth side. It was some obscene number for the quarter. And they were saying, yeah, this is companies going public and we have all their shareholders as, as wealth management clients. And they said there's going to be more of this. So I am sympathetic to the argument that a lot of the market is rallying on the AI theme. I would not say that's not true.. But I would just make the point, it's not one narrow group of stocks. It is literally the opposite.

   Josh Brown — The Compound and Friends · Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call · 2026-08-04

2. Kramer, and, uh, yeah, no, I appreciate you and, uh, the crew, specifically Rory, helped me get on. So he's the best in the business from what I can tell so far. What's happening? Yeah, uh, so I got a stock for you. You mentioned it, uh, maybe a little less than a month ago. Blowout earnings. It is Casey's General Store. Buy 10 shares. That's what I tell my— if Pop were alive, I'd say, Pop, buy 10 shares every 3 weeks, okay? 10 shares. He'll buy like— he'd buy 10 shares a year, but that was all right. Let's go to Bill in Alabama. Bill. Hey Jim, this is Bill calling from Birmingham, Alabama. What should I do with my position in Skyworks? Look, I know they got that CEO, he's trying to turn it around. Someone has to buy them. And I don't know, it's at a 4.75% yield while you wait for someone to buy them. That's all I can tell you. Now I'm going to Howard in Florida.

   Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/7/26 · 2026-07-07

3. Yeah, I mean, to your point, it's basically the AI infrastructure buildout that is among the top performance in the S&P 500. But if you go down the list a ways, number 51, so this doesn't even crack the top 10%, but this is Casey's General Store and that ticker symbol, uh, CASY. This is a Midwestern convenience store and gas station chain, and it was up 41% in the first half. That, that's a tremendous 6-month performance doesn't even crack the top 10% of the S&P 500, which is just remarkably laughable to me. But, you know, with gas prices going higher, I, I wasn't surprised that people were spending on gas necessarily, but I was wondering, is this consumer discretionary spend going to come under pressure? Will restaurant sales— I mean, they were kind of under pressure here in the first half of the year, but you look at Casey's, where it really makes its money is in the prepared foods part of its business. People go to the gas station. Now you can get kind of these grocery items as well, but the prepared foods are close to a 60% margin. So this is the real moneymaker for the business. The same store sales for prepared foods up 5% in the first half of its fiscal 2026, which just ended here in April. But that's a very strong showing in more of like the restaurant category here for Casey's, and it is driving a lot of its outperformance right now.

   John Klost — Motley Fool Hidden Gems Investing · The Challenges of the China Market · 2026-07-02

4. My mission is simple: to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere, and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cray Maraca. Other people make friends. I'm just trying to make a little money. My job is not just to entertain, but to educate, do some teaching. Call me, 1-800-743-CMC. Tweet me @JimCramer. We're nearing those summer doldrums when there's a dearth of new issues in corporate news. The market bifurcated again today with tech soaring and everything else just kind of chopping wood, which is how you end up with a session where the Dow advances just 72 points. S&P climbs 1.08%, but the Nasdaq surges 1.91%. After dealing with a new Fed chief, Kevin Marsh, in the aftermath of the largest IPO in history, SpaceX, we could use a sleepy interregnum and we may finally be getting one. So let's walk the wall to find out what's going to happen in next week's events. And it's going to be kind of interesting and concentrated right in here. Monday, we can come in and find out the White House has finally closed the deal with the Iranians. I don't want to get into the details because I'm not— I'm a stock guy. Right? Not a foreign policy guy. But I can tell you that the price of oil is going to come down surprisingly hard. This war sped up a lot of big oil and gas projects while also leading to another step down in energy use. Nothing too big, but just enough that the fragile balance that kept the price of oil surprisingly under $100 with the Strait of Hormuz closed could bring about a surprising swoon. Now, the straits starting to reopen again. I'm expecting shockingly lower oil prices because of this new excess if the peace holds. Here's my thesis. The decline in oil could take down the price at the pump to ever lower levels, and eventually much cheaper gas will convince the Fed officials that it would be insane to raise interest rates. That's why I believe the Fed's next move is more likely to be a rate cut than a rate hike. I know, extremely contrarian view, but remember, the majority is not always right. Not a lot of corporate news next week, but still enough to parse. One of the more ridiculous elements of stock research is the endless pecking order shifting in the cruise lines. You know, I've been consistent. I like Viking because of its upscale model. Okay. No kids, no kids, no gambling. But I recognize that all the cruise lines are well-run. When Carnival reports, we might get our first inkling of what their future looks like with lower fuel costs and perhaps more important, what actually happened with fuel and with destinations that were deemed off-limits. Remember, all the cruise lines— Viking has the best pricing power, but they can all generate really good fares. Carnival's been pretty lucrative. Never told anyone not to buy it. After the close Tuesday, we get results from FedEx. No, I've been telling everyone to buy this one. We just came back from Memphis not that long ago where I spoke with CEO Raj Subramanian. We like the stock enough that we took— that we told CBC Investing Club members to go buy some, which is exactly what we did for the travel trust. FedEx tends to give very conservative guidance when it reports. So if you see a big earnings number and then the stock sells off from the forecast on the call, it might be a terrific buying opportunity for you. Company always well-run under the late Fred Smith, a great friend of mine, is now a juggernaut under Raj. I think you just own FedEx for the long haul as it's winning in the trenches against longtime opponent UPS. Buy it, put it away. I'm acutely focused on housing, as you know, because it punches above its weight. It's a big part of the economy. So I'm going to make time to listen to the conference call with KB Homes. That's a well-run homebuilder that tells it like it is. Very, very abject conference call. I sure hope they make some reference to the Federal Reserve. The housing industry just feels like it's dead in the water right now. There's just not enough supply and not enough new homes. Why should there be, though, with interest rates as high as they are? Why would a homebuilder step up to the plate? It's really only Toll Brothers who can handle the situation. That's because about a quarter of their homes are bought with cash. Now, Wednesday we got new home sales. And again, remember my focus, because I remember I think the Fed's got to cut. Anybody's guess what this number will be. So far, the Fed has ignored the weakness. I think that changes once oil comes down. One of my absolute favorite companies, as you may know if you watch the show closely, is Casey's General Store. It's got an analyst day on Wednesday. Most of these meetings really don't move stocks. I think this one actually could because people still don't know the Casey story, the small city model. I bet they have some of those delicious breakfast pizzas too. Those make you want to go on GOP Jazz One just for in a room. Give me some GOP, just one, and a breakfast pizza, please. Paychex reports in the morning and their quarters have been poorly received of late, even as the company's a consistent beat and raiser. When I see that pattern, you know what I think? I presume that the industry could be disrupted by AI, even if I can't get my head around how. I'll say this, though, like Intuit, like Adobe, like ServiceNow, like Salesforce. Salesforce, 13 days down in a row. I'm not going against the zeitgeist. I'm not going to fight the tide. All right. At the close, we get the most consequential quarter of the weekend. It's Micron. Now, the stock's up about 200, about 300% for the year. So I think Micron needs to beat and then raise for well beyond the consensus to continue to go higher. If it does, though, this memory chip maker, it can soar because of the shortages. Anything less than a blowout, though, is going to be a problem. Luckily, Micron chips are in such short supply that they have insane pricing power. That's great for the stock, but it's terrible for the consumer as these higher memory costs are now being passed on by the likes of Apple and most of the entertainment devices you may be buying. Thursday morning, we get the core PCE deflator. Now, this was the preferred way to measure inflation under the previous Fed chairman. One of the many things I liked about Kevin Walsh's press conference yesterday— I really did like it— was how he's no longer going to tolerate the kind of old data that, to paraphrase, seems more anecdotal than empirical. I've been railing against the way the Fed collects its data for years. It's old by the time they read it, and it's often poorly reported. Wash wants to change that. I think it'll be a big improvement over what this thing was. Also on Thursday, we hear from McCormick. This is the spices and seasoning stock. It is still reeling from their deal to buy Unilever's food business, which Wall Street thinks was a colossal overpay. Let's see what management says to justify it. The stock's been crushed. Darden reports in the morning. This fabulous restaurant chain, the home of Olive Garden, by the way, almost always surprises to the upside, just like clockwork, nearly as good as hospitality king Marriott. I like Darden ahead of the quarter. I do, because I see gas prices coming down. And that's a very good determinant and has been for the, for the 25 years I followed Darden. One of the trust's newest positions is FedEx Freight. Just got it. The freight stocks have been on fire, mostly because the economy is so strong and e-commerce is still taking share over bricks and mortar. FedEx Freight is uniquely set up to take advantage of that trend. It's the recent less-than-truckload spinoff from FedEx. I like that the company's on track to cut a huge amount of costs while picking up a lot of market share. Added bonus, self-driving trucks. They're coming and they'll matter. That's it. Light week. I want to leave you with an important point. I told club members, and I do want you to join the club because it's really important to me, that Intel is now my favorite stock in my travel trust. Intel. There's not been a hard Apple-Intel deal yet, despite what the president posted on Truth Social. I think that can change. Club members know I want you to, I wanna be bigger in Intel for my trust. I think you should be in it too. Here's the bottom line. Join the club, I'll keep you up on it. Here's the bottom line. Right now it's just the memory chip stocks that are running, but I believe that CPUs will be the next big shortage, and that is Intel's wheelhouse. Why don't we go to Greg in Texas? Greg.

   Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 6/18/26 · 2026-06-18

5. Okay. Not everything is AI this is Casey's General Store, which is an outlier because it had an amazing earnings report. No AI Literally selling pizza in gas stations in the Midwest. Okay, so not everything, but.

   Speaker A — The Compound and Friends · Why the Knockout Punch Never Comes With Brian Levitt · 2026-06-12

6. The great analyst 20 years ago was like someone that could build a model really fast and understand some really complicated restructuring. Like when I was. I'll use myself as the example of that ancient dinosaur of an analyst that used to be useful when I was at Jefferies. Drexel went bankrupt. And there was a thick disclosure statement about 3 or 4 inches thick on this bankruptcy of a company called Drexel Burnham. And this thing got passed around and nobody could crack the code on this thing. And I was relatively new and I knew I had to differentiate myself. So I just spent like a whole weekend studying this thing. And ultimately that was one of the best investments ever in the history of bankruptcies, was the claims on Drexel. Because people didn't understand the complexity of the different value pools and liquidations. And the claims were overstated, the assets were understated, but it was super complicated. And that was the kind of thing that differentiated the analysts of the 90s. When I did that, I think now it's somebody who's like a Gavin Baker type, A junior Gavin Baker. Somebody who understands a company or understands an industry and understands the nuances of a technology. Let's get away from technology for a minute. Casey's General Stores. Why was this one of the best performing stocks? It looked like a tech stock. It was because they were not a convenience store chain. They were a pizza chain masquerading as convenience stores. And I had an analyst who went to Texas and ate pizza. And that kind of an analyst today, I think, is what is different if

   Dan — Invest Like the Best with Patrick O'Shaughnessy · Dan Loeb - Lessons from 30 Years of Investing · 2026-05-28

7. This is Matt Russell and today we are breaking down Price Smart. If you aren't already familiar with the name Saw Price, I suggest that you take some time to read about the godfather of Warehouse Retailing. Price influenced many people in the industry. You may recognize the name Sam Walton. He founded a company by the name of Walmart and he says he borrowed as many ideas from Saul Price as from anyone. Arthur Blank, prior to founding Home Depot, had a nice lunch meeting with Saul Price about this specific idea and when you look at Amazon today and the Amazon prime model, yes, that can trace itself back very much to what Saw Price did from with his original business and this membership model. Now what many people probably don't realize is that the Price family still has an entity that they have created that remains outstanding. Now the US based entity merged into Costco, but Pricemart is essentially like Costco but being executed abroad. So my guest today is Marcus Hansen who returns for a second episode. You may remember him from a crowd favorite Casey's General Stores episode. And he comes on to lay out what this business looks like, its history, a lot of the similarities and some of the differences relative to this same model in the US It's a fun conversation. It's a name that think more people should know about. So please enjoy this breakdown of Pricemart. All right, Marcus, it is great to have you back. Your episode on Casey's General Stores was a fan favorite and I think one that I was mentioning just before we hit record. I still hear about today and I'm excited to be talking about another very interesting name which I expect to pique many listeners interests and that is Price Smart, which I think has a business model that a lot of people love but also ties into a founder that is a cult favorite to many people in the audience. So maybe you could just kick us off with the high level intro to what Pricemart is and what they do from a business perspective.

   Matt Russell — Business Breakdowns · PriceSmart: Central America’s Costco · 2026-05-01