MarketFoolery

By The Motley Fool

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 Apr 14, 2020

Description

The Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents.

Episode Date
2 Stocks Too Cheap To Ignore
21:16

Okta pops on strong 3rd-quarter results and raised guidance. Square is changing its name to Block. Bill Mann analyzes those stories, reflects on Wednesday’s rough day for investors, and identifies a couple of businesses that are in the “too-cheap-to-ignore” category.

Holiday Song - The Dreidel Song by The Slackers

Dec 02, 2021
Salesforce Has a Co-CEO…Again
19:10

Strong results in the 3rd-quarter are overshadowed by Salesforce’s guidance in Q4, but maybe the company’s 2nd attempt at a co-CEO structure will improve the picture for shareholders. Shares of Box pop 12% as the cloud storage company continues its revenue growth. Allbirds falls as revenue growth for the apparel company is outweighed by increasing losses. Maria Gallagher analyzes those stories and we kick off our annual drive to expand the universe of holiday music.

Holiday Music - Mer Jul (More Christmas) by Adolpson & Falk

Dec 01, 2021
Would Meta Platforms Buy Roblox?
18:40

As Meta Platforms (formerly Facebook) continues to invest in the metaverse, would acquiring Roblox fit with their plans? Asit Sharma answers that question and weighs in on the results from Cyber Monday and the stock market uncertainty caused by the omicron variant.

Nov 30, 2021
Jack Dorsey Exits Twitter
18:37

Twitter CEO Jack Dorsey resigns as longtime CTO Parag Agrawal moves into the corner office. Amazon executive Dave Clark says the Everything Store is about to pass UPS and FedEx as the largest delivery service in the U.S. Jason Moser analyzes those stories and we preview our annual holiday tradition!

Nov 29, 2021
“It’s the mud that makes us.”
12:24

Some races end with the runners covered not only in sweat, but also in mud. Chris Hill recently ran one such race, and shares a lesson he learned from a fellow runner and how it applies to stock investing.

Nov 24, 2021
Best Buy, Dick’s Sporting Goods, Zoom Video
20:55

Best Buy, Dick’s Sporting Goods, and Zoom Video all issue 3rd-quarter earnings reports with a similar pattern: better-than-expected results followed by shares falling. Asit Sharma analyzes all three and shares why he believes the short-term pain for shareholders should be buoyed by the strength of each business.

Nov 23, 2021
Is a Monster Merger Brewing?
16:11

Jay Powell gets nominated for another term as chairman of the Federal Reserve. Cerence shares drop 20% on guidance. Jason Moser analyzes those stories and reports that Monster Beverage and Constellation Brands are engaged in merger talks.

Nov 22, 2021
Big Retail Earnings, Packers For Sale
17:11

Shares of Walmart fall despite strong 3rd-quarter results and raised guidance. Home Depot hits a new all-time high after a monster 3rd quarter fueled by higher average tickets. Bill Mann analyzes those stories and weighs in on the Green Bay Packers selling $90 million worth of stock in the team.

Nov 16, 2021
Holiday Spending Preview
18:23

Oatly falls well below its IPO price on revenue challenges. WeWork issues its first report as a public company. Mastercard’s predictions for holiday spending next week include big expectations for luxury goods and apparel. Jason Moser analyzes those stories and shares why he thinks physical store retail (and related REITs) will be worth watching.

Nov 15, 2021
The Beauty of Predictability
20:43

Rivian Automotive gears up for one of the biggest IPOs of 2021. DoorDash shares rise on an international acquisition. Coinbase falls as trading activity in the 3rd quarter was lower than expected. Asit Sharma analyzes those stories and shares why business predictability is coveted by investors.

Nov 10, 2021
The End of GE
16:53

General Electric CEO Larry Culp announces the plan to split into three companies that will focus on aviation, energy, and health care. PayPal shares sink on 3rd-quarter results and guidance for 2022. Bill Mann analyzes those stories and the eye-popping rise of Roblox shares after its latest earnings report.

Nov 09, 2021
How Many Stocks Do You Own?
16:21

Shares of The Trade Desk pop more than 25%. Were 3rd-quarter results that good? PayPal issues its own 3rd-quarter results after the closing bell today. What should investors be watching for? Jason Moser answers those questions, and shares how many stocks he owns and why.

Nov 08, 2021
Booking Holdings: A Study in Resilience
17:26

As shares get close to a new all-time high after 3rd-quarter results, Booking Holdings demonstrates its toughness in the face of adversity. Roku shares fall despite encouraging 3rd-quarter numbers heading into the holidays. Tim Beyers analyzes those stories, and shares a hopeful (and skeptical) view of Fastly’s plans for the future. 

Nov 04, 2021
Zillow’s Falling. Don’t Rush In.
19:29

Zillow announces the layoff of 25% of its staff and the shuttering of its home-buying business, causing shares to hit a 52-week low. Bed Bath & Beyond pops on a partnership with Kroger and an update on its share buyback plan. Asit Sharma analyzes those stories and Lyft’s ongoing struggle to work out its own economics.

Nov 03, 2021
8 Bellwether Consumer Tech Stocks
16:04

Shares of Avis Budget skyrocket as increased demand for rental cars fuels strong 3rd-quarter profits. Under Armor’s restructuring plan bears fruit in the form of 3rd-quarter profits doubling and full-year guidance being raised. Chegg shares fall 46% on a dismal earnings report. Bill Mann analyzes those stories and makes his pitch for a new acronym encompassing the top 8 consumer technology stocks in America.

Nov 02, 2021
Coke’s Biggest Deal Yet
18:32

Coca-Cola buys Bodyarmor for $5.6 billion. Trivago’s 3rd-quarter results were much better than expected, but shares remain flat. Jason Moser analyzes those stories and discusses the importance of setting expectations with McCormick and other stocks.

Nov 01, 2021
Affectionate Hostility
01:03:56

It’s our eighth “Apropos Of Nothing” episode!

Chris Hill gets together with a couple of friends to discuss important topics like:

- Pro sports moments we’d change with supernatural creatures

- The Mount Rushmore of Greasy Foods

- Top robots in movies and TV

- Helpful suggestions for a prominent cookie business

And more!

Oct 30, 2021
Big Beer Gets Bigger
15:55

eBay’s stock falls despite better-than-expected results in Q3. Ford Motor pops on strong results and raised full-year guidance. Anheuser-Busch InBev surprises Wall Street with strong 3rd-quarter profits. Maria Gallagher analyzes those stories and tags one of the most popular Halloween candies as overrated.

Plus, we offer a sneak preview of this weekend’s bonus episode of MarketFoolery!

Oct 28, 2021
Microsoft: Building & Buying
17:59

Fastest revenue growth since 2018 fuels Microsoft shares to a new all-time high. Robinhood’s 3rd-quarter revenue is much lower than expected as shares fall close to their IPO price. Bill Mann analyzes those stories, discusses Twitter’s ongoing struggles as a business, and shares why Almond Joy needs to be rebranded.

Oct 27, 2021
Facebook, UPS, Hasbro
14:48

Facebook shares fall on light 3rd-quarter revenue and lowered guidance for the 4th quarter. UPS hits an all-time high as revenue in the 3rd quarter climbs 9%. Hasbro warns of supply chain issues but shares rise on strong 3rd-quarter results. Jason Moser analyzes those stories and discusses the underrated versatility of Heath bars.

Oct 26, 2021
PayPal/Pinterest is Off, Tesla’s New High is On
18:44

PayPal breaks off acquisition talks with Pinterest. Tesla raises the price of certain models and strikes a $4.2 billion dollar deal with Hertz. Wells Fargo gets ready to roll out a new virtual assistant named “Fargo”. Asit Sharma analyzes those stories and shares why mini-candy bars are underrated at Halloween.

Oct 25, 2021
Big Shoe > Big Blue
14:27

Shares of Crocs pop nearly 10% after a strong 3rd quarter and raised full-year guidance. IBM falls after disappointing results from its two largest divisions. Ron Gross analyzes those stories, discusses Facebook’s potential name change, and shares where Kit Kats and Reese’s Peanut Butter Brittle Cups fall in the pantheon of Halloween candy.

Oct 21, 2021
Netflix, Verizon, Facebook’s New Name
19:20

3rd-quarter subscribers come in higher than expected for Netflix, but shares drop anyway. 5G adoption helps boost Verizon’s 3rd-quarter results. The Verge reports that Facebook will unveil a new name for the company next week. Tim Beyers analyzes those stories and shares his thoughts on overrated/underrated Halloween candies.

Oct 20, 2021
P&G Isn’t Worried About Rising Costs
17:16

Costs are rising for Procter & Gamble but 1st-quarter profits still came in higher than expected. Bank of New York Mellon continues a solid 2021 with 3rd-quarter beats on the top and bottom lines. Asit Sharma analyzes those stories and Walmart’s potential for earnings growth.

Oct 19, 2021
Zillow Pauses, Disney Postpones
17:08

Shares of Zillow Group fall 10% as its home-buying service goes on a brief hiatus. Disney postpones a slate of movies over the next two years as the CEO (reportedly) looks at the pros and cons of spinning off ESPN. Jason Moser analyzes those stories and discusses Walmart’s plan to boost subscribers to its membership service.

Oct 18, 2021
Enterprise Software, Video Software
13:44

German software giant SAP increases guidance for the 3rd time this fiscal year. Vimeo pops 12% on good results in September. Emily Flippen analyzes those stories along with the latest results from JPMorgan Chase.

 

Got suggestions for our upcoming “Apropos Of Nothing” episode?

Send them to marketfoolery@fool.com!

Oct 13, 2021
2 Stocks Getting Upgrades
18:20

Airbnb and Nike both get upgrades from Wall Street analysts, but one seems a bit “fuzzier” than the other. Asit Sharma takes a closer look at the upgrades and analyzes the latest results from Fastenal.

Oct 12, 2021
Southwest Airlines Grounds Itself
18:31

With earnings later this week from Goldman Sachs, Bank of America, Wells Fargo and other big banks, how are deposits and loan activity looking? And why is JPMorgan Chase more interested in inflation than the others? Jason Moser previews the latest episode of “Industry Focus” and analyzes Southwest Airlines’ rough weekend and the box office results for “No Time To Die”.

Oct 11, 2021
Buying The Dip vs. Adding To Winners
15:11

Constellation Brands serves up mixed 2nd-quarter results. Norwegian Cruise Lines’ CEO believes they’ll be at full capacity by April 2022. Alicia Alfiere analyzes those stories, discusses an ongoing dilemma investors face with their portfolios, and shares a stock on her watchlist.

Oct 06, 2021
The Great Facebook Outage of 2021
19:48

Shares of the social network fall 5% as Facebook, Instagram, and WhatsApp go dark for 6 hours. Pepsi posts strong results for Q3 and raises revenue guidance for the year. Asit Sharma analyzes those stories and discusses whether regulatory risk is big enough to dissuade one from investing in mega-cap companies like Amazon.

Oct 05, 2021
“Have you started your holiday shopping?”
16:19

Delta Air Lines reinstates their revenue guidance for Q3. Average fares on Uber and Lyft have been going up and aren’t likely to go back down. Jason Moser analyzes those stories and discusses Amazon getting a VERY early jump on its “Black Friday” deals.

Oct 04, 2021
“This is starting to get fun.”
15:57

Home prices in July rise nearly 20%. Bed Bath and Beyond shares fall more than 25% on falling store traffic and “pervasive” problems with supply chain. Matt Argersinger, lead investor for Millionacres (The Motley Fool’s real estate investing service), analyzes those stories and shares how he’s learned to embrace the volatility of months like September.

Sep 30, 2021
Warby Parker Goes Public
21:15

Dollar Tree pops on an increased share buyback plan and strategy to selectively increase prices. Online eyeglasses retailer Warby Parker goes public via direct listing. Asit Sharma analyzes those stories and shares why he’s a fan of British software development company Endava.

Sep 29, 2021
Mastercard Expanding, Spotify Spending
17:31

Mastercard enters the world of “buy now, pay later”. Spotify launches its first global campaign to win over advertisers. Jason Moser analyzes those stories and answers a listener question about buying more shares of a stock after its fallen.

Sep 28, 2021
Facebook On The Defensive
14:38

In the wake of recent revelations published in The Wall Street Journal, Facebook hits the pause button on “Instagram for Kids”. Electric carmaker Polestar nears a $21 billion deal to go public via SPAC. Maria Gallagher analyzes those stories and the potential for Best Buy’s new “Total Tech” membership program.

Sep 27, 2021
“This company is a Sasquatch.”
23:16

BlackBerry shares pop after 2nd-quarter results were better than expected. Darden Restaurants hits an all-time high after surprisingly strong results in the fine dining segment. Jim Gillies analyzes those stories and shares why the complete overhaul of eHealth’s management team intrigues him as an investor. 

Sep 23, 2021
FedEx, Adobe, Stitch Fix
18:29

Bellwether company FedEx falls after a rough start to the fiscal year and lowered guidance for the rest of it. Adobe posts record revenue in the 3rd quarter but shares of the software giant fall anyway. Andy Cross analyzes those stories and a surprisingly profitable quarter from Stitch Fix.

Sep 22, 2021
Where is PFOF (Payment For Order Flow) Going?
15:18

Should Uber’s stock really have risen 10% after management increased guidance? With the SEC taking a closer look at it, what does the future of payment for order flow look like? Bill Mann answers those questions, discusses ARK Invest CEO Cathie Wood, and reacts to a fantastic arrest in New Zealand.

Sep 21, 2021
Netflix, HBO Max, and Why Emmy Awards Matter
21:35

Streaming services dominate the Emmy Awards. Amazon’s rise in the digital ad market is fueled by an increase in sponsored links atop search results. Jason Moser analyzes those stories and shares his thoughts on playing with house money?

Sep 20, 2021
The Rising Battle for Your Delivery Dollars
17:09

DoorDash shares pop on an upgrade. Walmart teams up with Ford Motor to test robo-deliveries in three cities. Alicia Alfiere analyzes those stories as well as the surprisingly good retail numbers from August.

Sep 16, 2021
“Give Microsoft its appropriate golf clap!”
15:47

Apple rolls out new versions of the iPhone, iPad, and Apple Watch. Microsoft hikes its dividend and announces a $60 billion stock buyback plan. Tim Beyers analyzes those stories and shares why, despite the fact they generate good cash flow, he’s not a huge fan of McAfee’s business.

Sep 15, 2021
Tacos as a Service? Tacos as a Service.
17:58

Intuit buys MailChimp in a cash-and-stock deal worth $12 billion. Shares of Angi pop on encouraging numbers from August. Asit Sharma analyzes those stories as well as Taco Bell’s newest promotion: a taco subscription service.

Sep 14, 2021
Disney’s Going to Theaters, Amazon’s Going Vertical
22:52

Disney announces the rest of its 2021 slate will hit movie theaters before heading to Disney+. Amazon gears up to launch a new line of TVs and possibly sign exclusive rights to the NFL’s “Sunday Ticket” package. Jason Moser analyzes those stories and offers a preview of Apple’s event on Tuesday.

Sep 13, 2021
Lululemon: Underappreciated Monster
18:33

Shares of Lululemon Athletica hit an all-time high after huge 2nd-quarter results. Boston Beer pulls its earnings guidance and shares fall 8%. Bill Mann analyzes those stories, discusses the lack of communication from GameStop executives, and calls for Congressional hearings to investigate “holiday drift”.

Sep 09, 2021
“What’s the deal with Industry Focus?”
25:21

PayPal buys Paidy (a Japanese buy now, pay later company) for $2.7 billion. Asit Sharma analyzes the growing interest in the buy now, pay later industry, as well as the latest results from Coupa Software. As the Industry Focus podcast gets ready to record its 2,000th episode, Chris Hill answers a question he’s gotten several times over the years.

Sep 08, 2021
3 Stocks, 3 Different Opinions
21:40

A slow news day means it’s time to break out a round of “Yes, No, Maybe So”. Jason Moser shares why he’s bullish on Elastic, why he thinks the thesis has changed for Fastly, and why he’s on the fence about Lemonade. Plus, we dip into the Fool Mailbag to discuss allocation strategies.

Sep 07, 2021
Edgar Allan Poe, Business Guru
11:25

Why was one of history’s most celebrated writers vastly underpaid? What can Poe teach us about the gig economy and getting ahead in our own careers? Catherine Baab-Muguira answers those questions and shares other highlights from her new book, Poe for Your Problems: Uncommon Advice from History’s Least Likely Self-Help Guru.

Discover more about the book at https://www.amazon.com/Poe-Your-Problems-Uncommon-Self-Help/dp/0762499095

Sep 01, 2021
Zoom Video Falls on Slowing Growth
12:24

Zoom Video’s 2nd-quarter revenue topped $1 billion for the first time, but shares fell more than 15% as growth slows. Shares of Yandex rise as the Russian tech company buys out Uber’s interest in several joint ventures. Maria Gallagher analyzes those stories and shares why Designer Brands’ amazing 2nd-quarter report glosses over genuine challenges for the business.

Aug 31, 2021
Affirm Soars on Amazon Partnership
18:16

Shares of Affirm pop 44% as the buy now, pay later business teams up with Amazon. Disney looks to license the ESPN brand to sports-betting companies for a reported $3 billion. Jason Moser analyzes those stories and shares five great quotes from Warren Buffett on his 91st birthday.

Aug 30, 2021
New SEC Regs for Chinese Companies?
17:00

Dick’s Sporting Goods soars to a new all-time high while Nordstrom plummets on sales that are lower than pre-pandemic levels. Bill Mann analyzes the retail landscape and weighs in on SEC Chairman Gary Gensler’s declaration that the SEC is going to demand more transparency from Chinese companies.

Aug 25, 2021
Medtronic’s New High, Camping World’s Surprising Move
20:23

Best Buy’s 2nd-quarter comps were three times higher than Wall Street was expecting. Medtronic shares hit a new high after strong 1st-quarter profits and revenue came with raised full-year guidance. Asit Sharma analyzes those stories and Camping World’s curious decision to double their quarterly dividend.

Aug 24, 2021
Activist Rumble, SummerSlam Stumble
19:44

Target preps for the holidays by tripling the number of Disney shops inside its stores. The activist investor battle between Starboard Value and Box escalates. Jason Moser analyzes those stories, as well as the “War On Cash” drama that broke out at WWE’s SummerSlam event in Las Vegas.

Aug 23, 2021
“This stock is the gift that keeps on giving.”
15:28

Nvidia shares pop on a stellar 3rd-quarter report. Robinhood’s stock falls after its first report as a public company and warnings from management that trading activity is slowing down. Tim Beyers analyzes those stories, as well as how Cisco Systems’ recent acquisitions are fueling the company’s revenue growth.

Aug 19, 2021
Omnichannel is Sexier Than You Think
14:31

Despite a great 2nd-quarter report (and a $15 million stock buyback plan), Target failed to impress Wall Street. Lowe’s pops 10% after strong 2nd-quarter profits and raising full-year guidance. Alicia Alfiere analyzes those stories and Krispy Kreme’s first report as a public company.

Aug 18, 2021
Big Retail Posting Big Numbers
17:02

Walmart sold $141 billion worth of stuff in the 2nd quarter. Home Depot’s 2nd-quarter profits were higher than expected, but shares fell despite that. Asit Sharma analyzes those stories as well the latest quarterly report from Roblox and why he’s keeping an eye on their cash flow.

Aug 17, 2021
Earnings Preview: Home Depot
18:35

Sonos shares pop 10% after an International Trade Commission judge rules Google infringed on some of the company’s audio technology patents. SoFi falls 15% after its 2nd-quarter report, but is it a buying opportunity? Jason Moser analyzes those stories and offers a preview of Tuesday mornings earnings report from Home Depot.

Aug 16, 2021
Online Education, Fitness, Luxury Consignment
14:02

Chegg, Planet Fitness, and TheRealReal all issue 2nd-quarter reports. Maria Gallagher analyzes the results and shares why she likes the long-term trends working in TheRealReal’s favor.

 

Check out all of The Motley Fool podcasts on your favorite app or online at www.fool.com/podcasts

Aug 10, 2021
Berkshire-Hathaway: Keepin’ It Simple
17:25

The Trade Desk’s 2nd-quarter revenue doubled, but shares fall. Berkshire-Hathaway’s 2nd quarter is highlighted by share buybacks (again). Jason Moser analyzes those stories and ponders the likelihood of CEVA still being a stand-alone company in 10 years.

Aug 09, 2021
Retail, Travel, Home Goods
15:45

Etsy falls despite strong 2nd-quarter results. Booking Holdings posts a wider loss in the 2nd quarter but shares rise on higher travel demand. Wayfair’s 2nd-quarter profits surprise Wall Street (in a good way). Ron Gross analyzes those stories and discusses online shopping habits.

Aug 05, 2021
Has Apple Found Its Next Acquisition?
17:13

Shares of CVS Health fall despite strong 2nd-quarter profits and raising guidance. Live Nation Entertainment’s 2nd-quarter results has their CEO excited for 2022 and 2023. Jason Moser analyzes those stories and discusses whether Apple’s new partnership with Affirm Holdings indicates more than just the partnership.

Aug 04, 2021
3 Good Brands in 3 Different Places
19:22

Clorox ends its fiscal year with a whimper, not a bang. Under Armour shares rise on a strong 2nd-quarter and reasons for optimism. Gartner pops more than 10% on its own strong 2nd quarter. Asit Sharma analyzes those stories and shares why having a good brand is helpful, but not always enough.  

Aug 03, 2021
Square’s Deal Down Under
15:07

Square buys Afterpay, the Australian payments company, for $29 billion in stock. Foot Locker buys two smaller athletic apparel retailers (WSS and Atmos) for a combined $1.1 billion. Jason Moser analyzes both acquisitions, as well as Square’s 2nd-quarter results.

Aug 02, 2021
Facebook is Really, Really Good at Advertising
19:48

Facebook’s 2nd-quarter revenue growth was driven by its ability to charge more for ads. PayPal’s 2nd-quarter payment volume grew 40%, but shares sell off due to concerns related to eBay. John Rotonti analyzes those stories, iRobot’s 2nd-quarter results, and which companies have (and don’t have) the ability to raise prices.

 

To get 50% off our Stock Advisor service, just go to http://StockIdeas.fool.com.

Jul 29, 2021
Starbucks, Alphabet, Shopify
18:15

It’s not that Starbucks’ 3rd-quarter comps were higher than a year ago, it’s that they were higher than two years ago. Alphabet demonstrates that online advertising isn’t dead. Shopify continues to impress with their 2nd-quarter results. Tim Beyers analyzes those stories and provides his headlines to the latest quarters from Apple and Microsoft.

Jul 28, 2021
Planes, Paints & Automobiles
15:59

Tesla posts record profits in the 2nd quarter. AerCap wins regulatory approval to buy GE’s aircraft leasing business. Sherwin-Williams posts pretty good 2nd-quarter results. Asit Sharma analyzes those stories and discusses the importance of finding management teams with strong capital allocation skills.

Jul 27, 2021
Earnings Preview on 2 Tech Stocks
19:31

Hasbro shares hit a 52-week high after strong 2nd-quarter results. America’s population growth is slowing down, so what does it mean for different industries? Jason Moser analyzes those stories and shares what he’s going to be watching when Teladoc Health and Qualcomm report earnings later this week.

Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.

 

Jul 26, 2021
Pizza + Comfortable Footwear = Great Investments
14:34

Crocs and Domino’s Pizza hit new all-time highs after their latest 2nd-quarter reports. Southwest Airlines drops after 2nd-quarter revenue comes in lower than Wall Street was expecting. Maria Gallagher analyzes those stories and the pizza landscape in NYC.

 

Getting 50% off our Stock Advisor service is easy. Just go to http://StockIdeas.fool.com.

Jul 22, 2021
2 Small Caps We’re Watching
17:18

Johnson & Johnson posts strong 2nd-quarter results and raises guidance for the full fiscal year. Philip Morris has a mixed 2nd-quarter and gets questions about its recent acquisition. Sarah Gentry and Connor Allen analyze those stories, pick out highlights from Netflix’s most recent results, and share why Blue Bird Corp. and DermTech are on their watchlists.

 

Looking for even more stocks to put on your watchlist? Get 50% off our Stock Advisor service by going to http://StockIdeas.fool.com.

Jul 21, 2021
Private Investing Gets a Boost
20:07

Nasdaq partners with several banks to spin off Nasdaq Private Market as a stand-alone company. Ally Financial shares rise after strong 2nd-quarter profits. Asit Sharma analyzes those stories and discusses the long-term investing ripple effects of Jeff Bezos’ trip to space.

 

Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.

 

Jul 20, 2021
Zoom Video’s Big Buy
16:19

Zoom Video makes its biggest acquisition ever buying Five9, a cloud-based call center operator, for $14.7 billion in stock. AutoNation posts blowout earnings in the 2nd quarter. Jason Moser analyzes those stories and breaks down what happens when a stock you own has been bought for cash.

Jul 19, 2021
Lessons from Lowcountry
11:12

Can investing change the way you look at the world? Chris Hill shares how standup paddleboarding and a meal at Rodney Scott’s BBQ helped him think about investing. (We’re off Thursday so if you’re looking for another great financial show to listen to this week check out the shows hosted by our recent guests!)

The Tech Money Podcast with Malcolm Ethridge - https://podcasts.apple.com/ca/podcast/the-tech-money-podcast/id1543050659


Check Your Balances - https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071

Jul 14, 2021
Rise of the Retail Investor
14:40

The growth of retail investing over the past year has been incredible and is poised to increase from here. Chief Investment Officer Andy Cross discusses that phenomenon, why we may need to rethink the definition of “small caps”, and Airbnb’s need for a strong 2nd half of the year.

Jul 13, 2021
Investing in China? “Play the hits.”
13:31

The Chinese government’s move against Didi are only the latest in a string of actions against technology companies. Bill Mann discusses what he believes some investors are missing in the story and shares his straightforward approach to investing in China. Plus, he digs into the brands underneath Authentic Brands Group as well as Robinhood’s S-1 filing.

Jul 12, 2021
Google Sued Over App Store
17:46

The attorneys general of 36 states and the District of Columbia sue Google over its app store. A combination of macro fears drive the day on Wall Street. Asit Sharma analyzes those stories and discusses the potential role of ETFs for investors.  

 

To get 50% off our Stock Advisor service, just go to http://StockIdeas.fool.com.

Jul 08, 2021
Time to Sell Uber?
13:57

An analyst note from JPMorgan sends shares of Whirlpool higher. Alicia Alfiere analyzes the rise of home improvement stocks and shares why Whirlpool fits the trend. Plus, we discuss whether or not to sell shares of Uber after a nice gain, and the peace treaty that hot dog consumers have been waiting for!

Jul 07, 2021
Didi & Donuts
22:00

Shares of Didi fall 15% after the Chinese government stops new users from downloading the ride-hailing app as it conducts a cybersecurity review. Krispy Kreme doesn’t raise as much money as it hoped with its IPO. Jason Moser analyzes those stories, discusses the challenge of adding to your winners, and shares why he believes inflation may not be as transitory as once thought.

 

Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.

Jul 06, 2021
The State of IPOs
16:17

Why is dating app Bumble opening a café & wine bar?
Are Microsoft and Apple the new “safe” stocks for conservative investors?

Why are there so many IPOs already in 2021?

Maria Gallagher answers those questions and analyzes Clear, the frequent flier ID company, on its 1st day as a public company.

 

Want 50% off our Stock Advisor service? Just go to http://StockIdeas.fool.com.

Jun 30, 2021
School’s Out for the Big Banks!
15:36

After passing the Federal Reserve’s stress tests Goldman Sachs, Bank of America, Morgan Stanley, Wells Fargo, and JPMorgan Chase all raise their dividends. Asit Sharma analyzes what’s being the moves, as well as the latest quarterly results from office furniture-maker Herman Miller and financial software/services company FactSet.

 

Jun 29, 2021
Etsy’s Latest Buy, Doximity’s Hot Debut
19:39

Etsy buys Elo7, the “Etsy of Brazil”. The latest movie from the “Fast & Furious” franchise takes in $70 million in its opening weekend in the U.S., which pushes it over the $400 million mark worldwide. Jason Moser analyzes those stories, discusses Doximity’s noteworthy IPO from last week, and analyzes the merits of taking profits vs. letting your winners run.

Jun 28, 2021
Checking Our Balances
15:24

Why is retirement income scarier than usual? How is starting your own business a bit like planning for retirement? Ross Anderson, CFP and co-founder of Craft Work Capital, answers those questions and shares why selling his car last year may have been a mistake.

 

For more insights from Ross Anderson and his co-host Dan Messeca, give a listen to their podcast “Check Your Balances”.

https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071

Jun 23, 2021
The Path to Financial Freedom
18:18

As a CFP and executive at CIC Wealth, Malcolm Ethridge helps clients figure out their own individual path to retirement. He shares how they’re feeling, their relative interest in meme stocks, and what he thinks the rest of the year will be like for people trying to chart their own financial path.

 

For more financial knowledge and insights, check out “The Tech Money Podcast with Malcolm Ethridge”.

https://podcasts.apple.com/ca/podcast/the-tech-money-podcast/id1543050659

Jun 22, 2021
“Where are we now?”
16:28

As we approach the mid-point of 2021, where do things stand for investors? Ron Gross discusses the recent Fed meeting, the relative volatility of the market, and what he’s watching in the 2nd half of the year.

Jun 21, 2021
24
10:54

On this day in 1997 Chris Hill started working at The Motley Fool. He shares a few investing lessons he’s learned over the years, how he’s trying to think more like a Zen master, and the time he bought a stock while he was high.  

Jun 17, 2021
Great Expectations for Roblox
16:47

Roblox shares drop after the company reports a drop in daily active users as well as spending. La-Z-Boy wraps up the fiscal year with a strong report but shares fall nearly 10%. Maria Gallagher analyzes those stories and discusses eBay selling its division in South Korea for $3.6 billion.

 

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Jun 16, 2021
Why Used Car Prices Are Rising
17:10

The U.S. and European Union settle a 17-year trade dispute involving Boeing and Airbus. Shares of CD Projekt rise on reports that Cyberpunk 2077 is being added back to the PlayStation store. Yasser El-Shimy analyzes those stories and talks about Vroom, Carvana, and the increasing prices of used cars.

 

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Jun 15, 2021
Is Apple an Index Fund?
20:49

Lordstown Motors drops 20% as the CEO and CFO resign. Bank of America CEO Brian Moynihan says consumer spending has risen 20% over 2019 levels. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss whether selling Apple in favor of smaller growth stocks is a good idea.

 

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Jun 14, 2021
Is Stock-Picking Right For You?
19:23

RH pops 15% after a huge 1st-quarter report comes with raising full-year guidance. ServiceNow gets an upgrade from Goldman Sachs. Asit Sharma analyzes those stories, plus we dip into the Fool Mailbag to talk about how long new investors should give themselves to decide if stock-picking is right for them.

 

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Jun 10, 2021
Who’s Winning in Data Analytics?
11:10

Casey’s General Stores wraps up the fiscal year with a rock solid 4th quarter. Chipotle raises wages and menu prices.

Clay Bruning analyzes those stories and discusses where companies like Sumo Logic and Datadog fall in the spectrum of attractiveness for investors interested in data analytics businesses.

 

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Jun 09, 2021
The “Waiting For Godot” Stock
20:34

Stitch Fix rises on better than expected 3rd-quarter results. Chico’s gets involved in an activist investor battle. Berkshire-Hathaway invests $500 million in Nubank, an online bank in Brazil. Jim Gillies analyzes those stories and shares why he believes we’re living in a golden age of “The Greater Fool” theory.

 

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Jun 08, 2021
Bezos In Spaaaaaace!!
19:02

Amazon CEO Jeff Bezos announces he’ll be on Blue Origin’s first spaceflight with humans. Vulcan Materials buys U.S. Concrete for $1.3 billion in cash. Jason Moser analyzes those stories and discusses the rebound of travel-related businesses like Airbnb, Booking Holdings, and Marriot.

Jun 07, 2021
The Growing Case for Cybersecurity Stocks
17:47

AMC Entertainment files to sell 11 million shares, sending the stock down 30%. ExxonMobil loses a proxy fight as an activist firm gains a 3rd seat on the board of directors. Bill Mann analyzes those stories and FireEye’s decision to sell part of its business (and its name) to a private equity firm.

 

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Jun 03, 2021
Zoom’s Future, Etsy’s Acquisition
17:06

Zoom Video’s 1st-quarter revenue soars but the stock stays grounded. Etsy buys Depop, a secondhand fashion app, for $1.6 billion. Tim Beyers analyzes those stories, as well as Taiwan Semiconductor’s plans to invest billions in a new factory in Arizona.

 

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Jun 02, 2021
Is This The Next Baby Berkshire?
17:45

AMC Entertainment pops 15% on news of a stock sale. Cloudera gets 4.7 billion reasons to go private. Jason Moser analyzes those stories and weighs in on whether Cannae Holdings is the next Baby Berkshire.

 

 

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Jun 01, 2021
“Yellow Flags” at Okta
16:28

Okta’s 1st-quarter earnings were overshadowed by its lowered guidance for the current quarter and the sudden departure of its CFO. Workday shares fall a bit despite good 1st-quarter results and raised guidance. Maria Gallagher analyzes those stories as well as the latest great results from Williams-Sonoma.

 

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May 27, 2021
Zscaler, Nordstrom, and The Lauren Hobart Era
16:11

Shares of Dick’s Sporting Goods hit an all-time after a monster 1st-quarter, as CEO Lauren Hobart continues to impress. Zscaler pops 15% after the cybersecurity company continues to invest in growth. Alicia Alfiere analyzes those stories, as well as the challenges and possibilities facing Nordstrom.

May 26, 2021
IAC Spins Off Vimeo, Amazon Preps a New Acquisition
19:18

IAC/Interactive spins off video tools business Vimeo as a standalone public company. AutoZone’s latest same-store sales growth was in the zone of greatness. Asit Sharma analyzes those stories and discusses Amazon closing in on its latest acquisition target: MGM Studios

 

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May 25, 2021
Lefty’s Win & the Rise of Callaway Golf
17:43

Virgin Galactic’s successful test flight sends the stock up 15%. Phil Mickelson’s historic PGA Championship win gives shares of Callaway Golf a boost. Jason Moser analyzes those stories and shares what he’s going to be watching when software giant Autodesk issues its latest earnings report on Thursday afternoon.

 

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May 24, 2021
Bitcoin and Outer Space
16:42

Virgin Galactic shares pop on news of its next test flight. L Brands posts a strong 1st-quarter report and prepares to spin off Victoria’s Secret. Bill Mann analyzes those stories and shares his thoughts on the Bitcoin drama this week.

 

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May 20, 2021
Target, Lowe’s, and the Role of Guidance
13:17

Target and Lowe’s both had impressive 1st-quarter reports, but only Target’s stock is hitting an all-time high. One key difference? Target’s management restored full-year fiscal guidance. Emily Flippen analyzes those stories, as well as a strong end to the fiscal year for Take-Two Interactive.

May 19, 2021
Buffett’s Latest Trades
22:06

Walmart’s same-store sales in the 1st quarter rose 6%. That was just one of the highlights from a strong report. Home Depot’s revenue in the 1st quarter rose 33%, but shares fell slight in part due to lack of guidance. Twilio shares rise after it buys Zipwhip for $850 million and cash and stock. Asit Sharma analyzes those stories, as well as the highlights from Berkshire-Hathaway’s latest round of buying (Verizon, Kroger) and selling (Chevron, Wells Fargo).

 

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May 18, 2021
AT&T-Discovery Deal Alters the Media Landscape
18:29

AT&T announces its merging its media assets with Discovery. The result will be a streaming monstrosity that includes HBO, CNN, TNT, TBS, Cartoon Network, TLC, Food Network, HGTV and more. Jason Moser analyzes what it means for AT&T, Discovery, Netflix, and Disney, and discusses the latest news from AppHarvest, Twitter, and Hostess Brands.

May 17, 2021
Yeti’s A Monster
20:04

Casper Sleep’s 1st-quarter report shows things are improving, but Wall Street’s not impressed yet. Yeti shares rise as 1st-quarter profits and revenue are higher than expected, and global sales continue to grow. Asit Sharma analyzes those stories and discusses Bill Ackman taking a 6% stake in Domino’s Pizza.

 

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May 13, 2021
FuboTV, Unity Software, Electronic Arts
13:03

FuboTV’s revenue more than doubled in the 1st quarter. Unity Software sells off despite improving numbers in their 1st quarter. Electronic Arts wraps up its fiscal year and offers upbeat guidance for the new one. Maria Gallagher analyzes those stories and shares her favorite video game.

 

 

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May 12, 2021
About That Market Sell-Off…
22:55

Roblox shows robust growth in its first report as a public company. Callaway Golf closes in on an all-time high as it deals with “unprecedented” demand for golf equipment and apparel. Jason Moser analyzes those stories, but first discusses the recent sell-off in the market and how investors can deal with it.

 

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May 11, 2021
Marriott’s Incredible Number
17:10

Marriott’s numbers are trending in the right direction, but their loyalty program membership is out of this world. Cerence posts strong numbers in the 2nd quarter and raises guidance for the full year. Jason Moser analyzes those stories and The Trade Desk’s 10-for-1 stock split.

May 10, 2021
Etsy Drops, Zynga Pops
16:48

Despite strong 1st-quarter results, Etsy shares fall 14%. PayPal’s stock gets a boost after 1st-quarter payment volume exceeded results from the holiday quarter. Alicia Alfiere analyzes those stories, along with Zynga’s strong quarter and acquisition of Chartboost, an ad-tech company. 

 

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May 06, 2021
GM’s Cost Controls, Match Group’s “Summer of Love”
13:50

1st-quarter profits for General Motors set the stage for a strong fiscal year. Shares of Editas Medicine rise despite a mixed 1st quarter. The “Call of Duty” franchise highlights Activision Blizzard’s Q1. Ron Gross analyzes those stories and weighs in on Match Group’s hope for a “summer of love” in 2021.

 

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May 05, 2021
Consumer Health, Education Tech, Robots
22:33

CVS Health hits a 2-year high after 1st-quarter profits and revenue are higher than expected. iRobot takes a hit due to the rising cost of components. Asit Sharma analyzes those stories and weighs in on the latest results from online education company Chegg.

 

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May 04, 2021
Berkshire’s Next CEO, Verizon’s Dawn of Wisdom
18:49

Berkshire-Hathaway’s 1st-quarter results weren’t nearly as interesting as the news that Greg Abel will be the next CEO. Verizon sells AOL and Yahoo to Apollo Global Management for 50% less than what they paid. Jason Moser analyzes those stories and shares a few thoughts on the old investing adage: “Sell in May and go away.”

 

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May 03, 2021
Alphabet, Shopify, Pinterest
14:45

For the 2nd quarter in a row Alphabet posts record revenue. Shopify hits an all-time high after everything in the 1st quarter goes up. Pinterest falls 12% despite better-than-expected results in Q1. Brian Feroldi analyzes those stories and highlights the appeals of YouTube.

 

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Apr 28, 2021
Tesla Gets the Shrug Emoji
15:17

Tesla shares fall despite record profits in the 1st quarter. UPS hits an all-time high after a monster 1st-quarter report. Crocs pops nearly 20% after raising full-year guidance on the heels of record revenue in Q1. Tim Beyers analyzes those stories and shares why investors are giving Tesla the shrug emoji today.

 

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Apr 27, 2021
Apple’s New Campus, Facebook’s Push for Audio
15:34

Apple’s building a $1 billion campus in the Raleigh, NC area. Facebook teams up with Spotify as part of the social network’s overall investment into audio programming. Jason Moser analyzes those stories and Domino’s new marketing campaign starring “The Noid”.

Apr 26, 2021
What Business Are You In?
15:33

For the first time ever we’re re-running an episode! Chris Hill explains why a solo episode from August 6, 2019 entitled “This is the business we’ve chosen” is making a return appearance.  

Apr 21, 2021
“How’d we get to 2,000 episodes?”
07:19

Chris Hill pondered that question on his morning run and came up with two main takeaways.

Apr 20, 2021
Coke & H-D: Strong Starts to the Fiscal Year
16:20

Coca-Cola’s 1st-quarter profits come in higher than expected. Harley-Davidson shares pop 10% on upbeat full-year guidance. Herman Miller buys Knoll in a furniture industry merge that sends one stock soaring while the other drops. Bill Mann analyzes those stories and shares why he’s going to be watching how different industries emerge this earnings season.

 

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Apr 19, 2021
Retail’s Surprisingly Big Month
14:47

Retail sales in March grew nearly 10%. Shares of American Eagle Outfitters hit an all-time high after raising guidance for the 1st quarter. Pepsi’s snack division did the heavy lifting in the company’s 1st-quarter report. Maria Gallagher analyzes those stories, highlights the strength of American Eagle’s Aerie brand, and shares why she’s not a great snacker.

 

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Apr 15, 2021
“This is madness that makes sense.”
19:17

That’s how Asit Sharma describes Coinbase going public at an expected valuation of $65 billion. He also analyzes Stitch Fix founder Katrina Lake’s announcement that she’s stepping down as CEO, and the latest results from Bed Bath & Beyond.

 

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Apr 14, 2021
Chips, Travel, Social Media
18:49

The FDA hits the pause button on Johnson & Johnson’s Covid-19 vaccine. Nvidia unveils its first server microprocessors and takes aim at Intel’s most lucrative market. Booking Holdings gets an upgrade. Alicia Alfiere analyzes those stories and shares why Pinterest (and their Active User Growth) is on her radar this upcoming earnings season.

 

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Apr 13, 2021
Microsoft Opts For Nuance
16:59

In its 2nd-biggest acquisition ever, Microsoft buys Nuance Communications in a deal worth $16 billion. March ends up being a record month for Uber. Jason Moser analyzes those stories, plus we discuss reasons not to buy stocks.

 

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Apr 12, 2021
Betting on Sports Betting
15:13

Constellation Brands wraps up its fiscal year. Costco’s March numbers were strong, especially digital sales. Clay Bruning analyzes those stories, as well as the state of the sports betting industry in America.

 

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Apr 08, 2021
Fintech’s New Star and Stocks We Just Bought
22:50

Jamie Dimon’s annual letter to shareholders shows just how bullish he is on the U.S. economy. Plaid’s latest fundraising round points to a valuation of more than $13 billion. Andy Cross analyzes those stories, plus we dip into the Fool Mailbag to consider the relative attractiveness of value stocks and discuss some stocks we bought recently.

 

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Apr 07, 2021
2 Reopening Stocks You Might Be Missing
21:15

Topps (yes, the baseball card company) gets ready to go public through a SPAC. Credit Suisse deals with fallout from the Archegos Capital debacle. Asit Sharma analyzes those stories and shares why he believes a Mexican airport operator and an American homebuilder could benefit from The Great Reopening.

 

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Apr 06, 2021
The Big Macro
19:07

For the first time in forever, we’re talking about The Big Macro (aka, the March jobs report) and the ripple effects for hiring across various industries. GameStop announced plans to sell millions of shares of its own stock, but what will they do with the money? Jason Moser analyzes those stories, discusses the big weekend box office numbers, and previews The Masters!

 

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Apr 05, 2021
Mirror, Mirror on Lulu’s Wall
15:09

Chewy reports a surprise 4th-quarter profit that sends shares higher. Lululemon’s digital sales in the 4th quarter were strong, but what management really wants to talk about is Mirror. Emily Flippen analyzes those stories, as well as BlackBerry’s latest results and attempts to turn the company around.

 

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Mar 31, 2021
“We just don’t seem to learn.”
17:51

More details emerge about Archegos Capital’s investments. PayPal enables crypto conversions for U.S. consumers. Facebook is working on an Instagram app for kids under 13. Andy Cross analyzes those stories, and invokes a name from investing history: Long-Term Capital Management.

 

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Mar 30, 2021
3 Stocks for the Chip Shortage
20:02

In the face of a global shortage of semiconductor chips, which companies can drive returns for investors? Jason Moser analyzes the chip market and shares why Qorvo, Qualcomm, and Marvell Technology are on his radar. Plus, we discuss Archegos Capital’s margin call and the ripple effect (and lessons) for investors.


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Mar 29, 2021
Home Furnishings on Fire (in a good way)
14:46

RH sold a lot of luxury furniture in the 4th quarter, wrapping up a great fiscal year. KB Home shares fall despite strong 1st-quarter profits. Bill Barker analyzes those stories, as well as Rite Aid’s updated guidance (which sent the stock down 20%).

 

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Mar 25, 2021
“You hate to see it.”
14:29

GameStop falls 20% after a disappointing 4th quarter and a perplexing lack of guidance from management. Adobe’s 1st-quarter results were as strong as their guidance. General Mills has a mixed 3rd quarter but believes demand for food at home will continue to be strong. Maria Gallagher analyzes those stories and shares which breakfast cereal is her favorite indulgence.

Mar 24, 2021
Zoom Video, Microsoft, GameStop
13:00

Will Zoom Video’s move into licensing pay off? How much is Microsoft willing to pay to acquired Discord? Ron Gross analyzes those questions and previews GameStop’s upcoming earnings report.

Mar 23, 2021
Sister Jean, Investing, and the Leap of Faith
18:14

Is a FOMO-inspired ETF a good idea for investors? How attractive is Amazon’s retail business absent AWS? Jason Moser analyzes those questions, as well as Canadian Pacific Railway’s $25 billion deal to buy Kansas City Southern. We also discuss Sister Jean from Loyola University Chicago and the leap of faith that all investors make.

 

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Mar 22, 2021
Discount Retail’s Opportunity
14:25

Dollar General and Five Below are in the same category and both came out with 4th-quarter reports that highlight (among other things) their opportunities for growth. Emily Flippen analyzes those stories, as well as Petco’s first earnings report as a public company.

 

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Mar 18, 2021
Bidding War in Silicon Valley
18:23

Lennar rises on strong 1st-quarter results and continued optimism about America’s housing market. Coupa Software delivers a surprise profit in the 4th quarter but shares still sell off. Jason Moser analyzes those stories and the escalating bidding war in Silicon Valley as Lumentum, MKS Instruments, and II-VI all make bids to buy Coherent.

Mar 17, 2021
Buy, Sell, or Hold?
21:25

Dick’s Sporting Goods launches a new apparel line aimed at taking on Lululemon. Google unveils the newest version of the Nest Hub. Bill Barker shares why he’s buying, selling, or holding these topics, as well as the BEACH stocks (and the acronym itself).

Mar 16, 2021
4 New Stocks for the S&P 500
20:27

Standard & Poor’s announced that Penn gaming, NXP Semiconductors, Caesar’s Entertainment, and Generac Holdings will be joining the S&P 500 Index. Carnival Corp’s CEO predicts the cruise industry won’t be back to normal until 2023. Airline stocks rise after TSA reports over 1.3 million people flew on Sunday. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss recent volatility and the importance of the right mindset.

Mar 15, 2021
Bumble’s Bounce
12:57

Bumble’s first quarterly report as a public company is a hit with Wall Street. JD.com finishes up a strong fiscal year. Maria Gallagher analyzes those stories, as well as the latest quarter from Party City.

Mar 11, 2021
Disney+ Crosses 100M
16:46

MongoDB’s guidance offsets strong 4th-quarter results for the could database business. 2nd-quarter sales for Campbell’s Soup are lower than expected, stalling the company’s turnaround plans. Alicia Alfiere analyzes those stories as well as how the streaming video landscape looks for Netflix now that Disney+ has 100 million subscribers.

Mar 10, 2021
Stitch Fix: Pain and Possibility
19:03

Stitch Fix falls 30% after rough 2nd-quarter results and guidance. Thor Industries crushes earnings but deals with supply chain issues. Bill Barker analyzes those stories as well as the latest results from Dick’s Sporting Goods.

Mar 09, 2021
Investing: A Family Affair
15:26

Investing for your kid?  Investing with your partner?  We dip into the Fool Mailbag to talk stocks vs. index investing, when to deploy cash, and more.  Jason Moser weighs in on those topics, as well as the Deutsche Bank survey on how $170 billion in stimulus checks could end up in the stock market.

Mar 08, 2021
“I’m a business, man.”
15:56

Okta buys rival Auth0 for $6.5 billion in stock. Square buys Tidal for $300 million in cash and stock, and adds Jay-Z to the board of directors. Bill Mann analyzes those stories, and discusses whether American Eagle Outfitters’ recent hot streak is sustainable.

Mar 04, 2021
This Stock is FUBO
15:30

Nordstrom’s 4th-quarter results were (on the surface) so much better than those of Ross Stores, so why are both stocks falling the same? Dollar Tree adds $2 billion to its stock buyback plan. Emily Flippen analyzes those stories, plus FuboTV’s 300% rise over the past year (and 15% drop today).

Mar 03, 2021
2 Stocks We’re Not Selling
20:20

Despite all the positive aspects of their respective 4th-quarter reports, shares of Mercadolibre and Zoom Video are falling today. But that pessimism isn’t shared by Jim Gillies, who says those two stocks are “as far away from the sell button” as any he owns. Jim analyzes their results as well as the latest quarter from Kontoor Brands, the parent company of Lee and Wrangler jeans.

Mar 02, 2021
JNJ’s Shot Boosts the Market
21:33

Johnson & Johnson’s one-shot vaccine gets the green light as the company prepares millions of does to be deployed this week. Netflix cleans up at the Golden Globe Awards while Disney has an opportunity to make a splash in April. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss weighing positions in new stocks vs. existing positions.  

Mar 01, 2021
Pizza Stocks Fall, Candles Power L Brands’ Quarter
23:12

Shares of Papa John’s and Domino’s fall despite double-digit comps growth. Best Buy lowers expectations for 2021. Teladoc Health’s 4th-quarter loss was bigger than expected. Bill Barker analyzes those stories and how Bath & Body Works (and their candles) is the engine driving results for parent company L Brands.  

Feb 25, 2021
Square, Lowe’s, and The Great Reopening
15:06

Square wraps up a strong fiscal year but shares fall on slowing growth. Same-store sales for Lowe’s grew 28% in the 4th quarter, but pessimism remains about 2021. Despite a rough 4th-quarter report, Six Flags hits a 52-week high on optimism for “The Great Reopening”. Clay Bruning analyzes those stories, and shares some boots-on-the-ground research from his days at a Six Flags theme park.

Feb 24, 2021
2 Earnings, 2 Secondary Offerings
17:32

Home Depot closes out the fiscal year with a strong quarter. Macy’s turns a profit in Q4 but gears up for a year of recovery and rebuilding. Bill Barker analyzes those stories, secondary offerings from Shopify and Carnival Cruise, and his inexperience with conspiracy theories.

Feb 23, 2021
Discovery+ Impresses Wall St.
20:44

Discovery Communications’ streaming service gets off to a hot start, sending shares to an all-time high. Korn Ferry’s stock hits a 52-week high after stronger-than-expected 3rd-quarter results. Jason Moser analyzes those stories, as well as Boeing’s latest headline risk and the potential for “re-opening” stocks.

Feb 22, 2021
1 Stock More Investors Should Know About
18:59

If Walmart wrapped up its fiscal year with strong comps in the U.S., why is the stock falling 6%? What should you do when the company you own shares of is bought by another company? Jim Gillies analyzes those questions and introduces Medpace Holdings, a clinical research business he thinks more investors should know about.

Feb 18, 2021
January Retail, Shopify, and BRK Buys
19:43

January retail numbers surprise Wall Street. Tractor Supply buys some growth. Shopify shares fall despite strong 4th-quarter results. Hilton Worldwide treads water as it wraps up its fiscal year. Bill Barker analyzes those stories, as well as Berkshire-Hathaway’s latest investments: Chevron and Verizon.

Feb 17, 2021
Health, Tech, Auto Sales
17:06

CVS Health’s 4th-quarter profits come in higher than expected. Ceva pops on a strong end to the fiscal year. AutoNation hits a new high and announces a $1 billion share buyback plan. Jason Moser analyzes those stories, plus we discuss the passing of Marriott CEO Arne Sorensen and his legacy leading the largest hotel chain in the world.

Feb 16, 2021
High-Velocity Market Propels Zillow
16:12

Zillow pops 16% on a strong 4th-quarter report and a heated-up housing market. Uber loses less money in the 4th quarter than expected. Bill Mann analyzes those stories as well as the global shortage of semiconductor chips.

Feb 11, 2021
Good News Comes in Threes
13:38

Twitter shares rise after a strong end to the fiscal year. Lyft’s 4th-quarter loss is smaller than expected, which sends the stock higher. Maria Gallagher analyzes those stories, as well as Under Armour’s surprising holiday quarter and the challenge ahead for CEO Patrik Frisk.

Feb 10, 2021
What do Google, Zoom, and Chegg have in common?
20:27

Glu Mobile shares pop 30% as the mobile game developer gets bought by Electronic Arts. Simon Property Group and Jones Lang LaSalle project optimism for the year ahead. Chegg wraps up a strong year. Bill Barker analyzes those stories, plus we dip into the Fool Mailbag to revisit Bill’s math on the eBay’s returns and discuss the latest study on the health benefits of coffee.

Feb 09, 2021
AI, Toys, Super Bowl Ads
21:58

Cerence posts record results in the 1st quarter. Hasbro wraps up the fiscal year with a mixed 4th quarter. Target’s new in-house apparel brand hits $1 billion in sales. Jason Moser analyzes those stories, plus we discuss Super Bowl ads and companies that advertised in the Super Bowl in 2002.

Feb 08, 2021
Digital Payments, Food Delivery, and Luxury Parkas!
15:54

PayPal hits a new high on strong 4th-quarter results and 2021 guidance. Ebay’s story (in terms of results, guidance, and stock movement) is similar to PayPal’s. GrubHub falls on a disappointing 4th quarter, while shares of Canada Goose rise more than 25%. Bill Barker analyzes those stories and ponders the relative merits of a $125 face mask.

Feb 04, 2021
Amazon’s New CEO
19:06

Amazon’s 4th-quarter revenue of $125 billion takes a back seat to the news that founder Jeff Bezos will step down as CEO. AWS founder (and longtime Amazon employee) Andy Jassy will become Amazon’s CEO later this year. Shares of Alphabet pop 7% as 4th-quarter results are highlighted by Google’s core ad business and revenue growth from YouTube. Andy Cross analyzes those stories, as well as the latest quarterly results from Chipotle.

Feb 03, 2021
“They’re between a rock and a hard place.”
15:21

Alibaba’s cloud computing division is profitable for the first time ever. Pfizer’s 4th-quarter results were mixed. UPS wraps up a very strong fiscal year. Emily Flippen analyzes those stories and shares why, despite their great year, UPS is in a precarious position.

Feb 02, 2021
Standard Oil 2.0, Amazon Preview
20:42

The CEOs of Chevron and ExxonMobil talked last year about a potential merger. McCormick serves up higher sales in the 4th quarter. Jason Moser analyzes those stories and offers a preview of Amazon’s upcoming earnings report.

Feb 01, 2021
Apple’s Blowout Quarter
18:32

1st-quarter revenue for Apple crossed the $100 billion mark. Facebook’s 4th-quarter results took a back seat to Mark Zuckerberg’s comments about Apple. Tesla’s 4th-quarter revenue of nearly $11 billion was offset by lower-than-expected earnings. Tim Beyers analyzes those stories and weighs in on the hottest new soap opera “As The GameStop Turns”.

Jan 28, 2021
Big Tech, Entertainment, and Coffee
17:42

Microsoft hits a new high after 2nd-quarter cloud revenue impresses Wall Street. Shares of AMC Entertainment triple as short-sellers run for the exits. AT&T’s 2nd-quarter report shows solid growth in HBO Max subscribers. Bill Barker analyzes those stories as well as a decidedly mixed 1st-quarter report from Starbucks.

Jan 27, 2021
“Let’s talk about GameStop.”
18:25

3M wraps up the fiscal year with better-than-expected profits. Pepsi teams up with Beyond Meat, sending shares of the latter up 20%. Jim Gillies analyzes those stories and discusses the escalating battle between retail investors and short-sellers over shares of GameStop.

Jan 26, 2021
6 Stocks for Unleashed Consumer Spending
20:32

Americans have (collectively) $1 trillion more in their checking accounts than a year ago. What will they spend that money on in a post-pandemic world and which companies stand to benefit? Jason Moser and Chris Hill share why they’re optimistic about Vail Resorts, Airbnb, Etsy, Lowe’s, Chewy, and DraftKings.

Jan 25, 2021
Airlines, Energy, and the NFL
22:54

Travelers boosts the Dow Jones Industrial Average with a strong 4th-quarter report. Baker Hughes and Kinder Morgan fall slightly despite better-than-expected earnings. United Airlines loses nearly $2 billion in the 4th quarter. Bill Barker analyzes those stories, plus we discuss Jack Welch’s tenure running General Electric and storylines for this weekend’s NFL championship games.

Jan 21, 2021
Netflix Eats The World
17:05

Netflix soars 14% higher after global subscriber growth comes in much higher than Wall Street was expecting. Procter & Gamble puts up strong quarterly numbers that fail to move the stock. Alibaba shares pop on a long-awaited sighting of founder Jack Ma. Tim Beyers analyzes those stories, and shares why U.S.-China relations is the key to chip maker ASML Holdings’ year ahead.

Jan 20, 2021
Banks, Lasers, and a Whole Lotta Qs
20:16

Bank of America wraps up the fiscal year with a mixed quarter. Lumentum makes a $5.7 billion bid for rival laser company Coherent. Jason Moser analyzes those stories, plus we discuss Swedish live casino provider Evolution Gaming and the relative benefits of investing in the QQQE ETF.

Jan 19, 2021
Delta Improves, GameStop Doubles (In One Week)
14:56

Delta Air Lines wraps up the worst fiscal year in its history. Nordstrom struggles as holiday same-store sales fall more than 20%. Maria Gallagher analyzes those stories and delves into how and why GameStop’s stock has doubled in just one week.

Jan 14, 2021
Intel Pops, VMWare Drops (For The Same Reason)
15:33

Investors react as Intel CEO Bob Swan resigns and VMWare CEO Pat Gelsinger gets ready to take his place. Shares of KB Home rise as 4th-quarter results (and 2021 guidance) come in higher than expected. Bill Barker analyzes those stories and the holiday sales results from Target and Urban Outfitters.  

Jan 13, 2021
Zoom Video, Lemonade Ask For Seconds
20:35

Zoom Video and Lemonade announce secondary stock offerings. Shake Shack shares pop on preliminary good news about its 4th-quarter results. Jim Gillies analyzes those stories and shares what he’s watching in 2021.

Jan 12, 2021
A Fight Over…ATMs?
22:16

Twitter falls after permanently suspending POTUS from its platform. NCR tries to outbid Apollo Global and Hudson Executive Capital to buy Cardtronics, an operator of ATMs. Shares of Lululemon rise on increased guidance. Jason Moser analyzes those stories, discusses Airbnb’s recent IPO, and shares what he’s going to be listening for on conference calls when the Big Banks report earnings starting this Friday.

Jan 11, 2021
State of Play: U.S., China
15:37

Mere hours after an insurrection at the U.S. Capitol Building, democracy won the day.  Bill Mann and Chris Hill discuss the stock market’s rise in the aftermath of Wednesday’s events, whether Chinese stocks will be delisted, and the current whereabouts of Alibaba founder Jack Ma. Plus, Bill shares why he would choose South Africa for his ambassador post.

Jan 07, 2021
Georgia on Wall Street’s Mind
20:16

The Senate elections in Georgia send ripple effects to the market, as cannabis and solar stocks pop. Walgreens sells its drug distribution to AmerisourceBergen in a cash & stock deal worth $6.5 billion. Wyndham Destinations buys Travel & Leisure magazine from Meredith Corp. and announces a new corporate name and ticker symbol. Bill Barker analyzes those stories and considers which ambassador post he would prefer under a Mann administration.

Jan 06, 2021
“It’s not the years, it’s the mileage.”
16:29

Three years ago Amazon, Berkshire-Hathaway, and JPMorgan Chase announced a partnership that would end up becoming Haven Healthcare. Now the partnership (and Haven) is dissolving. Qualcomm CEO Steve Mollenkopf announces he’s leaving after seven years in the corner office. Ron Gross analyzes those stories, and shares thoughts on portfolio allocation as we dip into the Fool Mailbag. Plus, we take a moment to reflect on the 10-year anniversary of this podcast.

Jan 05, 2021
1 Done Deal, 1 Pending Deal
17:46

Teledyne buys FLIR Systems in a cash & stock deal worth $8 billion. Roku is in advanced talks to buy Quibi’s entire catalog of content. Jason Moser analyzes those stories, as well as Chipotle’s new “rice” offering and the impending launch of McDonald’s much-anticipated crispy chicken sandwich.

Jan 04, 2021
“This is what winning looks like.”
11:19

The first episode of MarketFoolery was January 5, 2011. What if you’d bought and held the stocks discussed that day? Chris Hill wraps up the year with a few thoughts on investing in both the stock market and your personal wellbeing.

Dec 31, 2020
2020’s Market Was More Complex Than It Will Appear
14:59

AstraZeneca’s vaccine gets UK approval, but the FDA has yet to decide. Bill Barker analyzes that story, reacts to 2021 precitions about the price of oil and a return to domestic travel, and shares why future investors might not realize how crazy 2020 was for the stock market.

Dec 30, 2020
Square Music?
15:59

Square is considering an acquisition of TIDAL, a music streaming service. Jason Moser analyzes the pros, cons, and potential price tags of a deal, and offers an overview of the financial industry for 2021.

Dec 28, 2020
Thank You, Clark Howard
25:55

After more than 30 years, Clark Howard is retiring from daily radio. A best-selling author, Clark was inducted into the National Radio Hall of Fame in 2015. Chris Hill shares a few thoughts on Clark’s impact, as well as a conversation they had in 2013 about Clark’s latest book, tips for teaching kids about money, and more. They also discuss the greatest money advice Clark ever gave Chris.

Dec 26, 2020
‘Twas The Night Before Christmas
10:27

Chris Hill checks in to see how your last-minute shopping is going before he hands the show off to the immortal Louis Armstrong.

Dec 24, 2020
2 CEOs of the Year, 1 Honorable Mention
21:30

Bill Barker shares why the CEOs of Pfizer and Moderna get his vote for “CEO of the Year” and why Bob Iger gets his honorable mention. Plus we discuss mishaps involving AT&T and Kodak, preview an upcoming bonus episode, and thank listeners for their feedback on the recent “Kringle, P.I.” episode.

 

Holiday Song - “Take You to the Cool” by Shaggy (feat. Richie Stevens & Conkarah)

 

Dec 23, 2020
Real Talk About The RealReal
17:05

Shares of Sportsman’s Warehouse pop 35% as Great American Outdoors Group takes it private. One Wall Street firm upgrades The RealReal, but how big is the addressable market for luxury consignment? Maria Gallagher analyzes those stories and shares why Ajay Banga of Mastercard and Randy Garutti of Shake Shack get her votes for “CEO of the Year”.

 

Holiday Song - “Merry Christmas, Baby” by Otis Redding

Dec 22, 2020
Nike’s New High, JPM’s New Plan
22:07

Nike’s 2nd-quarter report sends shares to a new all-time high. JP Morgan Chase announces a plan to buy back $30 billion worth of shares. Plus we dip into the Fool Mailbag to kick the tires on Digital Turbine. Jason Moser analyzes those stories and previews his interview with Kevin O’Leary from “Shark Tank” on the Industry Focus podcast.

 

Holiday Song - “Santa Stole My Lady” by Fitz and the Tantrums

Dec 21, 2020
Kringle, P.I.
01:12:34

After more than a year “Apropos Of Nothing” is back! Pull up a chair as Bill Barker and Chris Hill join Bill Mann in his back yard for a wide-ranging conversation about the Mount Rushmore of soups, interview questions we wish we could take back, whether Diner is a Christmas movie, and Barker’s idea for a detective series starring Santa Claus.

 

Holiday Music - “Frosty the Snowman” by “Michael Keaton and the Jack Frost Band”

Dec 19, 2020
“A little bit of a nightmare for investors.”
20:11

Accenture hits a new high after crushing 1st-quarter results. Tim Beyers analyzes the global consulting firm, shares why “load factor” is a key metric for the airline industry, and wonders why Twitter keeps changing its mind on what it wants to be.

 

Holiday Song - “How Do You Spell Channukkahh” by The LeeVees

Dec 17, 2020
BlackRock’s North Star
25:46

Tilray and Aphria merge to form the largest cannabis producer in the world. BlackRock, the biggest investor in the world, shares details on how it will be evaluating companies in 2021 and beyond. AMC Entertainment ponders bankruptcy. Is there a pure-play investment in non-dairy alternatives?

Bill Barker analyzes those stories, and we issue a final warning about our upcoming “Apropos Of Nothing” episode.

 

Holiday Song - “(I'm Spending) Hanukkah In Santa Monica” by Tom Lehrer

Dec 16, 2020
Grant Sabatier, Founder of Millennial Money
26:18

Starting one of the most popular sites for the FIRE movement wasn’t in Grant Sabatier’s plan when he graduated from college in 2007. But after losing his job during the Great Recession, he was back home living with his parents and struggling to find a steady income. In this conversation, Grant shares how he turned things around, how he became an inspiration to others looking to improve their financial lives, and how he invests his own money.

 

For more great financial tips to www.millennialmoney.com.

 

Holiday Song - “Swingin' Dreidel” by Kenny Ellis

Dec 15, 2020
Google Gets a Pass
26:28

A massive outage of Google services results in a massive shrug from Wall Street. Electronic Arts outbids Take-Two Interactive to buy UK-based game company Codemasters. Jason Moser analyzes those stories as well as what “The Office” moving from Netflix to Peacock will do to drive sign-ups and subscriptions.

Holiday Song - “Maoz Tzur” by Leslie Odom Jr. (Feat. Nicolette Robinson)

Dec 14, 2020
Facebook, Starbucks, Airbnb
22:51

The Federal Trade Commission and 46 states sue Facebook. Starbucks hits an all-time high after updating guidance for FY 2022. Airbnb sets to double on its first day of trading. Bill Barker analyzes those stories and offers a preview of next week’s “Apropos Of Nothing” episode.  To submit a topic for us to discuss please email MarketFoolery@fool.com!

 

Holiday Song - “Dreidel” by the Slackers

Dec 10, 2020
Cybersecurity Stocks, DoorDash IPO
21:16

Shares of FireEye fall after the cybersecurity company gets hacked. Chewy’s 3rd-quarter report includes growing revenue and a smaller loss than Wall Street was expecting. John Rotonti analyzes those stories as well as the relative attractiveness of DoorDash’s business.

 

Holiday Song - “Winter Song” by Leslie Odom Jr. feat. Cynthia Erivo

Dec 09, 2020
Stitch Fix Soars
16:39

Shares of Stitch Fix rise 45% on a surprising 1st-quarter report. Toll Brothers wraps up the fiscal year with a strong report, but shares of the luxury homebuilder fall anyway. Jason Moser analyzes those stories, as well as AutoZone putting up big same-store sales numbers in the 1st quarter.

 

Holiday Song - “Happy Xmas (War Is Over)” by John Lennon

Dec 08, 2020
“The actual business burns money.”
19:39

Shares of Eastman Kodak soar more than 50% on Monday. Jim Gillies analyzes why the former film giant might have a promising future but the present is not attractive for investors. Plus, we get ready for Airbnb’s IPO on Thursday and take a closer look at Twist Bioscience’s secondary offering.

 

Holiday Song - “Merry Merry Christmas” by Keb' Mo'

Dec 07, 2020
Got Cybersecurity Stocks?
16:48

3rd-quarter same-store sales for Dollar General rise 14%, but it’s not enough to impress Wall Street. Crowdstrike hits an all-time high after the cybersecurity company posts a surprising profit in the 3rd quarter. Stitch Fix falls on an analyst downgrade. Maria Gallagher analyzes those stories and shares why investors should consider having a place in their portfolio for cybersecurity stocks.

 

Holiday Song - "Pretty Paper" by Dolly Parton (with Willie Nelson)

Dec 03, 2020
“The battle is joined!”
27:28

With a $27 billion acquisition of Slack, Salesforce sets its sights on Microsoft. Jim Gillies shares why Slack shareholders should be happy with the deal, and analyzes why Blackberry has been on a tear lately. Plus, we dip into the Fool Mailbag to discuss early morning trading hours and what negative equity means for investors.

 

Holiday music - “Snow” by Leslie Odom Jr.

Dec 02, 2020
Zoom Drops, Kohl’s Pops
24:02

Zoom Video posts a strong 3rd quarter but concerns over slowing revenue send the stock south. Shares of Kohl’s pop 14% after the retailer announces a 10-year partnership with Sephora. Plus, we answer a listener question about potential investments for a “war on meat”. Bill Barker analyzes those topics and pitches his idea for a TV series involving Santa Claus, as we kick off our annual drive to expand the universe of holiday music.

 

Holiday music - “Have Yourself a Merry Little Christmas” by Shaggy

Dec 01, 2020
Salesforce + Slack = ?
18:08

Salesforce is reportedly set to announce an acquisition of Slack, but what will the result be for shareholders? General Motors walks away from taking an equity stake in Nikola, causing Nikola shares to fall 25%. Jason Moser analyzes those stories, as well as Shopify’s role in a record-setting Black Friday for online sales.

Nov 30, 2020
Yellen Returns, McCormick Makes a Deal
21:42

Janet Yellen is set to become the first female U.S. Treasury Secretary. Dollar Tree, Best Buy, and Burlington Stores issue 3rd-quarter reports. Bill Barker analyzes those stories, as well as McCormick’s move to buy Cholula hot sauce for $800 million. (Tangents include power couples, Cholula vs. Frank’s RedHot, and the proper way to store hot sauces.)

Nov 24, 2020
Spotlight on Snap
20:56

Snap unveils Spotlight, a TikTok-like feature on Snapchat. Korn Ferry bounces back in the wake of more positive vaccine news. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss the role that ETFs can play in your investing.

 

To get 40% off our Everlasting Portfolio service, go to Fool.com/EP

Nov 23, 2020
SEC’s Plan for Chinese Stocks
20:14

Nvidia posts big numbers in the 3rd quarter, but shares of the chipmaker fall a bit on guidance. Macy’s 3rd-quarter digital sales can’t save the troubled retailer. The SEC is reportedly working on a plan to require Chinese companies to use auditors overseen by the U.S. or risk being shut out of American stock exchanges. Bill Mann analyzes those stories and weighs in on the early rush of radio stations flipping to “Holiday Music” formats.

Nov 19, 2020
Target: Another All-Time High
19:42

Target’s stock hits an all-time high after a blowout 3rd quarter. Lowe’s falls despite 3rd-quarter sales rising 30%. Ron Gross analyzes those stories, as well as the latest vaccine news, and a pair of secondary offerings from cruise lines.

Nov 18, 2020
“Amazon Pharmacy” Sends Pharmacy Stocks Down
17:35

The launch of “Amazon Pharmacy” sends shares of CVS Health, Walgreens, Rite Aid, and GoodRX down 10-20%. Jason Moser analyzes the opportunity for Amazon and the various threat levels for different companies in the industry. Plus, we discuss the latest results from Walmart and Home Depot, outlook for the holiday season, and Home Depot’s lack of a loyalty program for everyday consumers.

Nov 17, 2020
Moderna’s Vaccine & Merger Monday
18:41

Moderna shares hit a new high after promising results from the latest trial of their Covid-19 vaccine. Simon Property Group finalizes a deal to buy rival mall operator Taubman Centers. Home Depot buys HD Supply in a deal worth $8 billion. Bill Barker analyzes those stories, as well as PNC Financial’s deal to acquire the U.S. business from BBVA.

Nov 16, 2020
Singles’ Day, Alibaba, and the Rise of Wix.com
15:22

Alibaba racks up a record $75 billion in sales as part of its Singles’ Day promotions. Shares of Wix.com may be falling today but the website creator’s stock has doubled in 2020. Maria Gallagher analyzes those stories, as well as the latest quarter from Edgewell Personal Care.

Nov 12, 2020
“I have no idea why anyone wants to own this company.”
23:05

Lyft shares rise on higher 3rd-quarter revenue and the promise of food delivery. Aurora Cannabis falls 20% on plans for a secondary offering. Jim Gillies analyzes those stories and shares why Nelnet is his favorite Nebraska company not named Berkshire-Hathaway. Plus, we discuss Veterans Day in the U.S., Remembrance Day in Canada, and Jim’s local connection to the poem “In Flanders Fields”.

Nov 11, 2020
Beyond Meat Tanks, Ulta Beauty and Target Team Up
18:37

Beyond Meat shares fall 20% after a rough 3rd-quarter report. D.R. Horton wraps up the fiscal year with a strong 4th-quarter report, and the homebuilder’s outlook for 2021 is even stronger. Jason Moser analyzes those stories and the new partnership between Target and Ulta Beauty.

Nov 10, 2020
The Vaccine
24:43

Promising results from a Covid-19 vaccine in late-stage trials sends the S&P 500 to an all-time high. Bill Barker analyzes the rise of entire categories of stocks (airlines, travel, hotels, cruise lines, etc.) as well as the fall of some “stay-at-home” businesses like Zoom Video and Peloton. We also discuss the latest results from McDonald’s and Berkshire-Hathaway. (Tangents include plant-based burgers, the passing of Alex Trebek, and SNL’s version of “Celebrity Jeopardy”.)

Nov 09, 2020
Mercadolibre, Match Group Hit New Highs
17:39

2nd-quarter revenue for Mercadolibre skyrockets. General Motors sells a surprising (in a good way!) number of trucks and SUVs in the 3rd quarter. Match Group continues to dominate the market of digital dating. Jim Gillies analyzes those stories and shares why he likes to ask the question, “What do you hate about this company?” when evaluating a business.

Nov 05, 2020
“The sun comes up and the world still spins.”
17:44

Despite election uncertainty, business continues on Wall Street. Shares of Scott’s Miracle-Gro rise after the company wraps up a strong fiscal year. Global same-store sales were a bright spot in Wendy’s 3rd-quarter report, but challenges continue. Ron Gross analyzes those stories, as well as Uber and Lyft getting a boost from California’s voters.

Nov 04, 2020
Clorox Crushes
21:59

Clorox raises guidance after an eye-popping 1st-quarter report. AMC Networks struggles to make its business as compelling as its programming. Inspire Brands’ finalizes its acquisition of Dunkin’ Brands, making it the biggest deal in the restaurant industry since 2014. Jason Moser analyzes those stories and reminisces about Friendly’s restaurants and ice cream.

Nov 02, 2020
The 20X Stock You’re Missing
25:53

Microsoft falls despite strong 1st-quarter results. Boeing announces more job cuts. Tupperware pops another 30% after crushing its 3rd quarter and continuing its run as one of the hottest stocks since March. Bill Barker analyzes those stories as well as the latest news from the beer industry. (Tangents include reactions to the L.A. Dodgers winning the World Series and more overrated/underrated Halloween candies.)

Oct 28, 2020
Earnings Preview: Etsy, Spotify, Starbucks
19:29

What should investors expect from high-flying Etsy when it reports 3rd-quarter results on Wednesday? Is subscriber growth still the #1 priority for Spotify? How will Starbucks wrap up its fiscal year? Jason Moser answers those questions and makes his picks for overrated and underrated Halloween candy.

Oct 27, 2020
Dunkin’ Goes Private
19:42

Dunkin’ Brands is on the verge of being taken private (at a 20% premium!) by Inspire Brands. SAP warns on revenue and shares drop more than 20%. Hasbro’s 3rd-quarter profits and revenue beat expectations, but the stock falls anyway. Jim Gillies analyzes those stories and shares why the toy industry is analogous to the fashion industry.

Oct 26, 2020
Quibi is Proof that Capitalism Works
18:47

Tesla produces its 5th consecutive profitable quarter. Chipotle shares drop 5% despite strong 3rd-quarter results. Jason Moser analyzes those stories and discusses the short, expensive, painful life of Quibi, the short-video streaming service that closed due to complete lack of interest.

Oct 22, 2020
Netflix, Snap, WD-40
13:58

Subscriber growth for Netflix is at its lowest point in four years. Snap’s 3rd-quarter surprise sends the stock up 30%. WD-40 hits an all-time high after strong 4th-quarter results. Maria Gallagher analyzes those stories and shares which upcoming Netflix show she’s most looking forward to.

Oct 21, 2020
The U.S. vs Google
22:59

Procter & Gamble hits an all-time high on strong 1st-quarter sales. Albertson’s pops after digital sales in the 2nd quarter rise 243%. Logitech’s 2nd-quarter profits triple Wall Street’s expectations. Bill Barker analyzes those stories, as well as the U.S. Department of Justice’s antitrust lawsuit against Google.

Oct 20, 2020
“I wouldn’t go near this with YOUR money.”
17:13

Solar energy stocks have been on a tear, but is now the time to buy? What happens to the ever-popular PE Ratio if a company’s profits don’t exist? Jim Gillies tackles those questions and shares what he’s watching this earnings season.


To get 50% off our flagship service, Motley Fool Stock Advisor, just go to www.StockIdeas.Fool.com.

Oct 19, 2020
Fastly Drops, Sleep Number Pops
17:49

Fastly falls 25% as the edge cloud platform company warns of lower revenue from its biggest customer (TikTok). Sleep Number hits a new all-time high after strong 3rd-quarter profits surprise Wall Street. Emily Flippen analyzes those stories, as well how Peleton, Planet Fitness, YogaWorks and others are dealing with the evolving fitness industry.

Oct 15, 2020
Nuthin’ But A 5G Thang
14:44

Apple’s iPhone 12 event was all about 5G. Tim Beyers analyzes the new devices and shares two additional companies with a stake in Apple’s fortunes. Plus we discuss the latest earnings from UnitedHealth and whether its worth holding on to shares of Disney that bought in 1993.

Oct 14, 2020
Disney’s Changing of the Guard is Official
21:48

Disney CEO Bob Chapek reorganizes the business in an even greater commitment to streaming video. Johnson & Johnson’s 3rd-quarter earnings take a back seat to news about its Covid-19 vaccine trial. Shares of Ethan Allen pop on increased guidance for actual profits in the 1st quarter. Jason Moser analyzes these stories and gives a quick preview of what investors should expect from Big Banks this earnings season.

Oct 13, 2020
Should Gen Z Own Dividend Stocks?
21:24

Twilio uses $3.2 billion worth of stock to buy Segment, a privately-held provider of customer data platforms. Apple and Amazon have big events on Tuesday, so how should investors be thinking about them? Jim Gillies analyzes those stories and discusses whether investors in their 20s should have a place in their portfolios for dividend-paying stocks like Pepsi.

Oct 12, 2020
Big Tech, Big Bank, Big Pizza
17:54

IBM shares pop as Big Blue announces a surprising spin-off. Morgan Stanley makes a $7 billion deal for Eaton Vance. Shares of Domino’s Pizza fall as rising cheese costs outweigh robust same-store sales in the 3rd quarter. Jason Moser analyzes those stories and reflects on National Pizza Month.

Oct 08, 2020
Howard Stern: The Billion-Dollar Man
17:12

Shares of Levi Strauss pop on strong 3rd-quarter online sales. AT&T looks to sell DirecTV for much less than the asking price. Sirius XM gets set to pay Howard Stern $120 million a year. Jim Gillies analyzes those stories and shares why he owns stock in one of Levi’s rivals.

Oct 07, 2020
Apparel Retail is Worse Than You Think
16:26

Alteryx pops 25% after the data analytics software company raises guidance on 3rd-quarter results. The retail landscape is shifting dramatically with some companies seeing higher profit margins while apparel retail is in a world of hurt. Bill Barker analyzes those stores and discusses Mondelez shifting their capital allocation strategy.

Oct 06, 2020
Movie Theater Stocks Have Two Problems
18:30

Venmo introduces a new credit card. Movie theater stocks get pummeled as the 2nd-largest chain in the world closes all of its theaters in the U.S. and UK. Jason Moser analyzes those stories and talks portfolio allocation strategy as we dip into the Fool Mailbag.

Oct 05, 2020
The “Obviously-Going-To-Die” Stocks
20:02

Bed Bath & Beyond pops more than 30% on a surprisingly strong 2nd-quarter report. Pepsi treads water as 3rd-quarter sales of snacks make up for weak soda sales. Playboy Enterprises plots a return to the public markets via a reverse-merger with Mountain Crest Acquisition. Jim Gillies analyzes those stories and shares why he’s intrigued by companies that everyone assumes are going to die.

Oct 01, 2020
GM-Nikola Deal in Flux
13:13
Disney lays off 28,000 employees from its U.S. theme parks. The deal between General Motors and Nikola gets some last-minute revisions as negotiations continue. Maria Gallagher analyzes those stories and discusses newly-public Asana Software.
Sep 30, 2020
McCormick, Google, BBBY
17:04

McCormick posts a strong 3rd-quarter report and announces a 2-for-1 stock split. Google starts getting serious about charging a 30% fee within its Google Play platform. Bed Bath & Beyond partners with Instacart and Shipt on same-day delivery. Jason Moser analyzes those stories and discusses Brian Cornell’s leadership at Target.

Sep 29, 2020
Trend: Chinese Stocks Delisting
16:28

Sina Corp becomes the latest China-based business to go private. Amazon announces Prime Day and UPS gets an upgrade, but do either portend good things for the holiday retail season? Emily Flippen analyzes those topics and explains why investor shouldn’t rely on any single metric, including (especially?) the PEG Ratio.

Sep 28, 2020
Cars, Food, Video Games
13:22

CarMax falls despite strong 2nd-quarter results. Darden Restaurants rises despite 1st-quarter revenue dropping nearly 30%. Maria Gallagher analyzes those stories and discusses recent IPO Unity Software.

Sep 24, 2020
Nike Soars, Stitch Fix Stumbles
14:08

Nike’s digital sales in the 1st quarter propel the stock to a new all-time high. Stitch Fix posts a much bigger loss in the 4th quarter than Wall Street was expecting. Emily Flippen analyzes those stories and discusses Tesla’s “Battery Day” announcements.

Sep 23, 2020
3 Baskets of Stocks
18:47

AutoZone closes out the fiscal year with record same-store sales growth. Quibi is “exploring strategic alternatives”. Jason Moser analyzes those stories, and shares the 11 stocks in his “War on Cash” basket, “Healthcare & Wealthcare” basket, and “Triple A” basket.

Sep 22, 2020
Nikola Founder Quits
25:18

Nikola’s founder quits effective immediately and shares of the electric truck maker fall 20%. Deutsche Bank and HSBC hit all-time lows in the wake of financial scandals. Brookfield Asset Management shares are down for the year, prompting questions of a potential buying opportunity for the stock. Bill Barker analyzes those stories and discusses the latest medical research on the health benefits of coffee.

Sep 21, 2020
“Is this madness or Sparta?”
15:59

Snowflake more than doubles on its 1st day as a public company. Sony announces two versions of the PlayStation 5 to compete with Microsoft latest Xbox news. Dan Kline analyzes those stories and weighs in on the latest in the world of sports betting as DraftKings, Caesar’s Entertainment, ESPN, and Penn National Gaming all make headlines.

Sep 17, 2020
1 New High, 1 Underrated CEO
17:09

FedEx hits a new all-time high after 1st-quarter revenue hits a record $19.3 billion. Adobe shares fall a bit despite record revenue in the 3rd quarter. Apple unveils a new watch and new iPads, but it’s the Fitness+ service that’s getting more of the media’s attention. Brian Feroldi analyzes those stories and shares why more investors should know about Adobe CEO Shantanu Narayen.

Sep 16, 2020
Housing, Retail, Entertainment
19:45

Lennar Corp beats expectations (and improves gross margins) in Q3. Lowe’s launches their own “Shark Tank” to help small businesses. ViacomCBS announces that their “CBS All Access” streaming service will get a rebranding in 2021. Jason Moser analyzes those stories and more.

 

HELPFUL TIP: If your podcast platform doesn’t show the latest episode of your favorite Motley Fool show, check to see if it’s in our podcast center online at www.fool.com/podcasts.

Sep 15, 2020
Mega-Deals Monday!
20:16

Nvidia buys chipmaker Arm Holdings in a deal worth $40 billion. Oracle becomes TikTok’s technology partner in the U.S. Gilead Sciences buys cancer treatment-maker Immunomedics for $21 billion. Bill Barker analyzes those stories and discusses the NFL’s opening weekend and AB-InBev cutting in-stadium sponsorships.

Sep 14, 2020
Citi Makes History
11:21

RH hits an all-time high as the luxury furniture retailer crushes its latest quarterly report. Citigroup announces Jane Fraser will become CEO starting in February, making her the first female CEO of a major U.S. bank. Maria Gallagher analyzes those stories as well as recently-public Rocket Companies.

Sep 10, 2020
2 Stocks We Just Bought
18:40

Slack falls 15% on slowing growth. Lululemon Athletica’s digital sales in the 2nd quarter rose 155% but Wall Street isn’t impressed. Casey’s General Stores hits an all-time high after strong 1st-quarter results. Jason Moser analyzes those stories and shares the two stocks that he and Matt Frankel just bought.

Sep 09, 2020
“Why do you own what you own?
17:48

Nikola Corporation shares pop 35% on a new partnership with General Motors. Peloton broadens its offerings of exercise equipment and Wall Street likes what it sees. Bill Barker analyzes those stories and discusses Tesla’s recent stock movements and ExxonMobil’s worsening financial situation.

Sep 08, 2020
Meet Stig Brodersen
17:15

If you listen to financial podcasts, you’re probably already familiar with Stig Brodersen. The co-founder of The Investor’s Network, he hosts “We Study Billionaires”, one of the most popular investing shows out there. We talked about his approach to investing, the markets he focuses on, how he looks at diversification, and why he’s keeping a close eye on “unloved banks”.

Sep 02, 2020
Zoom Rises, Walmart+ Impresses
17:19

Zoom Video shares soar after 2nd-quarter revenue rises 355%. Liberty Oilfield Services shares pop 30% after a deal with Schlumberger. Bill Barker analyzes those stories, as well as Walmart’s unveiling of details on its new membership service.

Sep 01, 2020
Buffett’s Latest Buys
14:17

Warren Buffett celebrating his 90th birthday by buying shares of the five largest trading companies in Japan. Bill Mann analyzes the latest move by Berkshire-Hathaway, the economic legacy of Japan’s Prime Minister Shinzo Abe, and the misplaced excitement over Apple and Tesla splitting their stocks.

Aug 31, 2020
Green Light for Rapid Testing?
18:52

Abbott Labs hits a new all-time high after the FDA approves the company’s rapid Covid-19 test. Tiffany and Dollar General issue 2nd-quarter reports, offering an interesting look at both ends of the retail spectrum. Jim Gillies analyzes those stories, and shares some compelling reasons why investors looking for steady yield should take a closer look at the “Big Five” banks in Canada.

Aug 27, 2020
“The most shocking earnings report since the pandemic began.”
18:09

Shares of Salesforce.com rise 26% after 2nd-quarter profits double Wall Street’s expectations. Digital sales in Dick’s Sporting Goods’ 2nd quarter rise 194%. Urban Outfitters reports a profit in the 2nd quarter sending the stock up more than 20%. Emily Flippen analyzes those stories and shares which one is the most surprising.

Aug 27, 2020
Big Shake-Up in the Dow
17:33

The Dow Jones Industrial Average has it’s biggest shake-up in years. Amgen, Honeywell, and Salesforce.com will replace Pfizer, Raytheon Technologies, and ExxonMobil. Jason Moser analyzes the moves, as well as some eye-popping numbers in Best Buy’s 2nd-quarter report. We also dip into the Fool Mailbag to discuss the basket approach to investing.

Aug 25, 2020
Safety Steps for Airlines, Movie Theaters
18:18

Airline stocks rise on encouraging numbers from TSA and a green light from the EPA. The largest movie theater chains in America team up to create “CinemaSafe” protocols, but will audiences return? Bill Barker analyzes those stories, plus we dip into the Fool Mailbag to discuss what to do when one stock becomes 40% of your portfolio.

Aug 24, 2020
Potential Hotel Merger, Potential Airbnb IPO
21:20

InterContinental Hotels Group and Accor are reportedly talking about a merger that would result in the largest hotel operator in the world. Airbnb takes a big step towards going public. Intel announces a $10 billion stock buyback plan. Bill Barker analyzes those stories as well as the latest earnings from L Brands. (Tangents include autumnal candle scents and the potential for moving Halloween to another part of the year.)

Aug 20, 2020
Target’s Record-Shattering Quarter
16:29

Target and Lowe’s both hit new all-time highs after their 2nd-quarter reports, but it’s Target that’s breaking more than one record. Emily Flippin analyzes those stories, as well as the latest results from TJX Companies and Apple hitting a market cap of $2,000,000,000,000.

Aug 19, 2020
Walmart & Home Depot Crush Q2
18:23

Walmart’s 2nd-quarter e-commerce sales nearly doubled. Home Depot’s 2nd-quarter profits rise 25%. Jason Moser analyzes those stories, as well as the latest results from Advance Auto Parts.

Aug 18, 2020
“This is a hedge against disaster.”
15:11

That’s how Bill Mann describes Berkshire-Hathaway’s surprising investment in Barrick Gold. Bill also analyzes JD.com’s strong 2nd-quarter report and Citigroup’s “clerical error” for the ages.

Aug 17, 2020
“Why do I want to get in your car?”
18:27

Lyft’s 2nd-quarter revenue fell more than 60%. Tapestry’s online sales in the 4th quarter were strong, but not enough to make up for the numerous questions facing the company. Jim Gillies analyzes those stories, along with AMC Entertainment’s promotion to re-open movie theaters in the U.S.

Aug 13, 2020
Microsoft’s New Phone is Ready
18:02

Tencent’s gaming division boosts 2nd-quarter results. Same-store sales at Chili’s help Brinker International’s 4th quarter come in better than expected. Microsoft announces a launch date (Sept. 10th) and a price ($1400!) for its new Surface Duo phone. Dan Kline analyzes those stories, and we share a few thoughts on the incredible life of Sumner Redstone.

Aug 12, 2020
ESG Hits $1T
18:29

Lumentum Holdings rises on a strong 4th-quarter report and guidance for the new fiscal year. ESG funds now have more than $1 trillion under management. Jason Moser analyzes those stories, plus we dip into the Fool Mailbag to discuss the wedding industry and its potential for a rebound.

Aug 11, 2020
Hotels & Malls Maneuver for Tenants
17:52

Marriott posts its first quarterly loss in nearly nine years. Simon Property Group is talking with Amazon about taking over vacant mall space. Bill Barker analyzes those stories and explains how the scramble to fill empty space is forcing companies to get creative. Plus we discuss the recent rise and fall of Eastman Kodak’s stock and the latest quarterly results from Berkshire-Hathaway.

Aug 10, 2020
Uncle Nearest: The Whiskey Making History
28:33

You’ve heard of Jack Daniel’s, but have you heard of his mentor Uncle Nearest? CEO Fawn Weaver shares the true-life story behind an iconic American brand, and how she and her team are making history with the fastest-growing whiskey in the U.S.

 

To learn more about this company go to www.unclenearest.com.

Aug 05, 2020
An Overnight Success 10 Years in the Making
25:13

Soap company launches hand sanitizer line during pandemic and sales skyrocket! But don’t call Soapbox Soaps an overnight success. David Simnick started Soapbox Soaps with a mission in mind, one that he and his team have never wavered from. In this episode David discusses how Soapbox Soaps started, the consumer goods landscape, and more.

 

You can learn more about this company by going to www.soapboxsoaps.com.

Aug 04, 2020
Gaming Stocks and the Rise of UGC
16:25

No one studies the video gaming industry like Aaron Bush.  We discuss gaming’s rise during the pandemic, the ripple effect of major league sports being delayed, and the relative valuations of Activision Blizzard, Electronic Arts, and Take-Two Interactive. Plus Aaron shares the game release he’s looking forward to and the trend investors should be watching.

To learn more about this growing industry, check out more from Aaron at www.masterthemeta.com.

Aug 03, 2020
UPS, PayPal hit All-Time Highs
15:43

UPS pops 17% as consumer shipments drive an incredible 2nd-quarter report. Mastercard’s 2nd-quarter profits and revenue come in higher than expected, but payment volume drops. PayPal’s record revenue in the 2nd quarter pushes the stock to an all-time high. Brian Feroldi analyzes those stories and shares a thought on Amazon’s report coming after the closing bell today.

 

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Jul 30, 2020
“It’s the end of movies as we know it.”
20:32

Starbucks rises despite same-store sales falling 40% in the 3rd quarter. Spotify’s 2nd quarter report has it closing in on 140 million paid subscribers. Scotts Miracle-Gro hits an all-time high after a fantastic 3rd-quarter. Dan Kline analyzes those stories, as well as AMC Theaters striking a landscape-shifting deal with Comcast’s Universal Pictures.

Jul 29, 2020
A Boring Business Rewarding Shareholders
23:30

Sherwin-Williams hits a new all-time high on strong 2nd-quarter profits. Jason Moser analyzes the beauty of a paint business that has returned more than 900% over the past decade for shareholders. Plus we discuss DR Horton’s new all-time high, McDonald’s better-than-it-might-appear 2nd-quarter results, and Facebook’s new attempt to take on TikTok.

Jul 28, 2020
Mailbag: What To Do with Cash?
14:57

It’s Mailbag Monday! What percentage of your money should be invested in the stock market? Will payment companies be the big winners in a post-pandemic world? Emily Flippen tackles those questions, along with the latest earnings from Hasbro and the latest news from Moderna.

Jul 27, 2020
Twitter, Microsoft, Chipotle
20:02

Twitter shares pop as one key metric in their 2nd-quarter report surprises Wall Street. Microsoft’s cloud business grows “only” 47% in the 4th quarter. Chipotle’s digital sales skyrocket in the 2nd quarter, but overall comps fall nearly 10%. Ryan Henderson and Ian Gray analyze those stories and share two companies on their radar: Procore, a construction management software business that’s filed to go public later this year, and Blackline (Nasdaq: BL), an accounting SasS platform.

Jul 23, 2020
Big Music Deal for Spotify
14:30

Spotify strikes a long-term licensing deal with Universal Music Group. Abit Malin analyzes the deal and shares why she believes it could be a game-changer for Spotify. Plus we discuss iRobot’s lack of clarity overshadowing a strong 2nd-quarter report, and Snap’s 2nd-quarter results having something for both bulls and bears.

Jul 22, 2020
5G Stock You Should Know About
17:09

IBM and Coca-Cola lift the Dow Jones Industrial Average with their latest 2nd-quarter results. Cadence Design Systems hits an all-time high on its latest quarterly report. eBay finalizes a $9.2 billion deal with Adevinta. Jason Moser analyzes those stories and shares his boots-in-the-air research on Delta Airlines.

Jul 21, 2020
1 Done Deal, 1 Pending Deal
19:03

Chevron buys Noble Energy in an all-stock deal worth more than $12 billion. eBay reportedly closes in on a deal to sell its classified ads business, but what will the final price tag be? Do investors have an opportunity with “affordable luxury” brands like Tapestry and EssilorLuxottica? Bill Barker analyzes those stories and discusses the long-awaited Opening Day for Major League Baseball.

Jul 20, 2020
Twitter? We’d Like To You Ask a Few Questions…
14:19

Twitter got hacked and a lot of questions remain. Johnson & Johnson’s 2nd-quarter revenue fell but the company raised guidance for the full fiscal year. Bankruptcies in the oil & gas industry continue to pile up. Bill Mann analyzes those stories and shares why Chipotle is the “canary in a coal mine” for the restaurant industry this earnings season.

Jul 16, 2020
Health, Healthcare, Baidu
13:36

Moderna pops on “robust” early results on its Covid-19 vaccine candidate, but will it pass the next big test? UnitedHealth’s 2nd-quarter profits are much higher than expected, but executives are quick to point out why investors shouldn’t get too excited. Emily Flippen analyzes those stories and shares why she’ll be watching Chinese search giant Baidu this earnings season.

Jul 15, 2020
nCino, Man!
17:06

nCino, a provider of cloud-based software for financial institutions, goes public with the hottest IPO since Beyond Meat. Wells Fargo and JP Morgan Chase deliver 2nd-quarter reports with one big different: trading revenue. Shares of Delta Airlines fall on a rough 2nd-quarter report and plans for recovery. Jason Moser analyzes those stories and shares the boots-on-the-ground research he’ll be doing later this week.

Jul 14, 2020
1 Trend To Watch, 1 Stock To Watch
22:01

Pepsi’s 2nd-quarter revenue falls but snack sales help boost overall results. Can Pepsi’s launch of direct-to-consumer sites pay dividends for shareholders? Carnival Cruise Lines cuts its fleet, AMC Entertainment raises $300 million from investors, and Disney opens one park while getting ready to close another. Bill Barker analyzes those stories, shares why Axon Enterprise is the stock he’s the most curious about this upcoming earnings season, and divulges the most surprising act at the Live Aid concert he attended 35 years ago today!

Jul 13, 2020
Should I Use Options?
14:23

Bed Bath and Beyond falls 20% as 1st-quarter sales are cut in half. Walgreens Boots Alliance struggles with its 3rd-quarter report, while Costco posts strong same-store sales in June. Brian Feroldi analyzes those stories, plus we dip into the Fool Mailbag to discuss how options could fit into your investing strategy if you have already built a “buy and hold” portfolio of stocks.

Jul 09, 2020
REITs & Retail
16:47

Shares of Levi’s fall on rough 2nd-quarter results and Brooks Brothers declares bankruptcy. Chief Investment Officer Andy Cross analyzes the changing retail landscape, consumer spending habits, and the impact of rising savings rates. Plus we dip into the Fool Mailbag to discuss the role of REITs and real estate investing when building your portfolio.

Jul 08, 2020
20 Years Ago: Big Win for Small Investors
27:32

Novavax and Regeneron pop after landing grants from Uncle Sam. SiriusXM buys Stitcher (E.W. Scripps’ podcasting division) for $300 million. Bill Barker analyzes those stories, plus we hop in the wayback machine to revisit The Motley Fool’s (and Bill’s) role in helping the SEC pass “Regulation Fair Disclosure” resulting in a big victory for individual investors.

Jul 07, 2020
Uber Buys Postmates, Buffett Buys Nat Gas Assets
16:37

Warren Buffett finally got out his elephant gun! Berkshire-Hathaway buys Dominion Energy’s natural gas assets for nearly $10 billion, while Uber shells out $2.6 billion in stock to buy Postmates. “Industry Focus” host Nick Sciple analyzes both deals, and weighs in on oil/gas vs. green energy as we dip into the Fool Mailbag.

Jul 06, 2020
Sports, Restaurants, Tesla’s New High
17:00

Tesla hits a new high on higher-than-expected deliveries. McDonald’s hits the pause button on reopening dine-in service. Major League Baseball teams come up with a creative way to get fans at the games (sort of). Dan Kline analyzes those stores, and we dip into the Fool Mailbag and try to make sense of the new marketing campaign from Haagen-Dazs.

To check out The Motley Fool’s new swag store, go to http://Shop.Fool.com.

Jul 02, 2020
FedEx, Airlines, Wine
15:10

FedEx shares pop on surprisingly good 4th-quarter results. United Airlines plans to add 25,000 flights in August. Constellation Brands serves up strong 1st-quarter profits and adds Empathy Wines to its portfolio. Abi Malin analyzes those stories, plus we talk about the connection between Bernie Madoff and the greatest contract in the history of professional baseball.

Jul 01, 2020
Lululemon: Investing in the Sweat Life
17:51

Lululemon athletica shares rise after the company buys at-home fitness tech company Mirror for $500 million. Microsoft, Adidas, and Ford Motor join the growing list of companies taking a break from advertising on Facebook. Jason Moser analyzes those stories and discusses selling strategies as we dip into the Fool Mailbag.


Last but not least, the new Motley Fool swag shop is finally open!
Check it out at http://Shop.Fool.com.)

Jun 30, 2020
UA vs. UCLA
14:45

Starbucks, Coca-Cola, Verizon, and Unilever are just a few of the companies that have stopped advertising on social media platforms. How worried should Facebook shareholders be? Is Under Armour’s attempt to get out of a $280 million deal with UCLA a negotiating tactic or the start of a new era in fiscal responsibility? Maria Gallagher analyzes those stories and weighs in on Gap’s new 10-year partnership with Kanye West.

 

Jun 29, 2020
Restaurants, Housing, Coffee’s Latest Win
18:21

Darden Restaurant shares rise on better-than-expected results. Shares of KB Home fall more than 10% as net orders plummet. McCormick’s stock hits a new all-time high. Bill Barker analyzes those stories, and discusses the latest scientific study on the health benefits of coffee.

Jun 25, 2020
$6 Billion Worth of Tea
19:46

Dell Technologies considers spinning off its huge stake in VMware. Simon Property Group and Brookfield Property Partners weigh a joint acquisition of J C Penney. Consumer goods giant Unilever looks to sell its tea brands (including Lipton) as a host of private equity firms show their interest. Jason Moser analyzes those stories and reveals his beverage consumption routine.

Jun 24, 2020
Facebook, Amazon are Taking Market Share from Google
21:10

eMarketer predicts Google’s ad revenue will drop for the first time in over a decade, while Facebook and Amazon continue to see growth. Jim Gillies analyzes the big tech landscape, plus we discuss Mastercard’s latest acquisition and Starbucks’ newest offering.

Jun 23, 2020
“Who wants to buy Chuck E. Cheese?”
16:30

United Airlines and American Airlines are reportedly set to raise more than $8 billion to keep their balance sheets stable. Dan Kline analyzes the industry and shares why investors shouldn’t be tempted by the “value trap” prices of airline stocks. Plus, we discuss TripAdvisor’s latest guidance and Apollo Global Management’s attempt to sell Chuck E. Cheese.

Jun 22, 2020
“You just saved baseball in 2020.”
19:01

Kroger’s 1st-quarter results were better than expected. Wirecard falls more than 60% after auditors can’t find $2.1 billion. Ford Motor unveils plans for hands-free driving in 2021. Bill Barker analyzes those stories, but more importantly comes up with a plan to save Major League Baseball’s season!

Jun 18, 2020
Groupon’s Struggle, Drafkings’ Offering
13:46

Groupon shares sink after a rough 1st-quarter report and a lot of question marks about the company’s direction. Draftkings announces a secondary stock offering just two months after going public. Maria Gallagher analyzes those stories and talks about her path to being a financial analyst as we dip into the Fool Mailbag.

Jun 17, 2020
How big is your TAM?
17:32

Retail sales in May rose nearly 18%. Abi Malin analyzes the results and shares why investors should look beyond the headline number. 24 Hour Fitness files for bankruptcy, so what does that mean for a business like Planet Fitness? Plus, we dip into the Fool Mailbag to explore the topic of “total addressable market” and why investors should be wary of any company’s claims about their own TAM.

Jun 16, 2020
Walmart & Shopify Team Up
16:29

Walmart partners with Shopify to expand its 3rd-party marketplace. BP says its writedown for the current quarter could top $17 billion. Burger King launches the “Impossible Croissan’wich” nationwide. Brian Feroldi analyzes those stories and shares his recent boots-on-the-ground research at Burger King.

Jun 15, 2020
Grubhub Finds A New Buyer
18:23

That Uber/Grubhub deal? It’s off now that Grubhub has accepted an all-stock offering from European delivery company Just Eat Takeaway.com. Dan Kline analyzes the move, as well as Simon Property Group’s deal-terminating letter to Taubman Centers. Plus, we discuss Jay Powell’s comments about economic recovery and whether Major League Baseball will return this year.

Jun 11, 2020
Future of “The 3rd Place”
18:04

Chewy and Five Below both post losses in the 1st quarter, so why is Five Below’s stock the only one popping? Jason Moser analyzes the latest earnings results, and we discuss whether the Starbucks notion of a “third place” is over.

Jun 10, 2020
Software, Retail, Telemedicine
24:19

Macy’s shows signs of life. Coupa Software posts strong quarterly results and guidance. Tailored Brands might be thinking about bankruptcy protection. Jason Moser analyzes those stories and we dip into the Fool Mailbag to discuss barriers to entry in the tele-medicine industry, as well as Google’s own offering to the video-conferencing competitive landscape.

Jun 09, 2020
Year of the RV?
19:11

Thor Industries, maker of recreational vehicles, hits a 52-week high after strong quarterly results. Motley Fool contributor Dan Kline analyzes the opportunity for Thor, as well as the historic challenges of the RV market. Plus, we discuss Dunkin’ Brands joining Taco Bell, Domino’s and Papa John’s in looking to hire tens of thousands of workers, as well as Sirius XM’s plans to raise $1 billion in a bond offering.

Jun 08, 2020
Zoom Video’s Audacious Call
21:22

1st-quarter results for Zoom Video Communications were impressive