MarketFoolery
2,024 episodes - English - Latest episode: over 2 years ago - ★★★★★ - 1.6K ratingsThe Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents.
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Episodes
This Stock is FUBO
March 03, 2021 19:17 - 15 minutes - 21.4 MBNordstrom’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).
2 Stocks We’re Not Selling
March 02, 2021 18:54 - 20 minutes - 28 MBDespite 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.
JNJ’s Shot Boosts the Market
March 01, 2021 18:16 - 21 minutes - 29.7 MBJohnson & 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.
Pizza Stocks Fall, Candles Power L Brands’ Quarter
February 25, 2021 19:15 - 23 minutes - 31.9 MBShares 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.
Square, Lowe’s, and The Great Reopening
February 24, 2021 22:04 - 15 minutes - 20.8 MBSquare 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.
2 Earnings, 2 Secondary Offerings
February 23, 2021 20:05 - 17 minutes - 24.2 MBHome 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.
Discovery+ Impresses Wall St.
February 22, 2021 19:14 - 20 minutes - 28.5 MBDiscovery 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.
1 Stock More Investors Should Know About
February 18, 2021 18:40 - 18 minutes - 26.1 MBIf 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.
January Retail, Shopify, and BRK Buys
February 17, 2021 18:09 - 19 minutes - 27.1 MBJanuary 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.
Health, Tech, Auto Sales
February 16, 2021 20:00 - 17 minutes - 23.6 MBCVS 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.
High-Velocity Market Propels Zillow
February 11, 2021 18:34 - 16 minutes - 22.3 MBZillow 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.
Good News Comes in Threes
February 10, 2021 19:51 - 13 minutes - 18.8 MBTwitter 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.
What do Google, Zoom, and Chegg have in common?
February 09, 2021 21:46 - 20 minutes - 28.1 MBGlu 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.
AI, Toys, Super Bowl Ads
February 08, 2021 20:06 - 21 minutes - 30.2 MBCerence 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.
Digital Payments, Food Delivery, and Luxury Parkas!
February 04, 2021 19:48 - 15 minutes - 21.9 MBPayPal 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.
Amazon’s New CEO
February 03, 2021 17:42 - 19 minutes - 26.3 MBAmazon’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.
“They’re between a rock and a hard place.”
February 02, 2021 19:57 - 15 minutes - 21.1 MBAlibaba’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.
Standard Oil 2.0, Amazon Preview
February 01, 2021 21:41 - 20 minutes - 28.5 MBThe 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.
Apple’s Blowout Quarter
January 28, 2021 19:04 - 18 minutes - 25.5 MB1st-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”.
Big Tech, Entertainment, and Coffee
January 27, 2021 20:29 - 17 minutes - 24.4 MBMicrosoft 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.
“Let’s talk about GameStop.”
January 26, 2021 21:41 - 18 minutes - 25.4 MB3M 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.
6 Stocks for Unleashed Consumer Spending
January 25, 2021 20:26 - 20 minutes - 28.3 MBAmericans 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.
Airlines, Energy, and the NFL
January 21, 2021 19:48 - 22 minutes - 31.5 MBTravelers 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.
Netflix Eats The World
January 20, 2021 20:30 - 17 minutes - 23.5 MBNetflix 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.
Banks, Lasers, and a Whole Lotta Qs
January 19, 2021 20:45 - 20 minutes - 27.9 MBBank 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.
Delta Improves, GameStop Doubles (In One Week)
January 14, 2021 21:00 - 14 minutes - 20.6 MBDelta 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.
Intel Pops, VMWare Drops (For The Same Reason)
January 13, 2021 20:40 - 15 minutes - 21.4 MBInvestors 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.
Zoom Video, Lemonade Ask For Seconds
January 12, 2021 21:12 - 20 minutes - 28.3 MBZoom 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.
A Fight Over…ATMs?
January 11, 2021 20:00 - 22 minutes - 30.6 MBTwitter 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.
State of Play: U.S., China
January 07, 2021 21:30 - 15 minutes - 21.5 MBMere 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.
Georgia on Wall Street’s Mind
January 06, 2021 19:47 - 20 minutes - 27.9 MBThe 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.
“It’s not the years, it’s the mileage.”
January 05, 2021 22:00 - 16 minutes - 22.7 MBThree 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.
1 Done Deal, 1 Pending Deal
January 04, 2021 20:44 - 17 minutes - 24.5 MBTeledyne 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.
“This is what winning looks like.”
December 31, 2020 20:32 - 11 minutes - 15.6 MBThe 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.
2020’s Market Was More Complex Than It Will Appear
December 30, 2020 20:28 - 14 minutes - 20.6 MBAstraZeneca’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.
Square Music?
December 28, 2020 20:31 - 15 minutes - 22 MBSquare 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.
Thank You, Clark Howard
December 26, 2020 13:00 - 25 minutes - 35.6 MBAfter 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.
2 CEOs of the Year, 1 Honorable Mention
December 23, 2020 20:23 - 21 minutes - 29.6 MBBill 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)
Real Talk About The RealReal
December 22, 2020 21:16 - 17 minutes - 23.5 MBShares 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
Nike’s New High, JPM’s New Plan
December 21, 2020 19:51 - 22 minutes - 30.4 MBNike’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
Kringle, P.I.
December 19, 2020 09:00 - 1 hour - 99.7 MBAfter 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”
“A little bit of a nightmare for investors.”
December 17, 2020 20:17 - 20 minutes - 27.8 MBAccenture 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
BlackRock’s North Star
December 16, 2020 22:28 - 25 minutes - 35.4 MBTilray 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
Grant Sabatier, Founder of Millennial Money
December 15, 2020 17:00 - 26 minutes - 36.2 MBStarting 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.mill...
Google Gets a Pass
December 14, 2020 18:17 - 26 minutes - 36.4 MBA 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)
Facebook, Starbucks, Airbnb
December 10, 2020 21:19 - 22 minutes - 31.4 MBThe 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 [email protected]! Holiday Song - “Dreidel” by the Slackers
Cybersecurity Stocks, DoorDash IPO
December 09, 2020 21:41 - 21 minutes - 29.3 MBShares 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
Stitch Fix Soars
December 08, 2020 21:08 - 16 minutes - 22.9 MBShares 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
“The actual business burns money.”
December 07, 2020 21:08 - 19 minutes - 27 MBShares 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'
Got Cybersecurity Stocks?
December 03, 2020 20:34 - 16 minutes - 23.1 MB3rd-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)