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
“The battle is joined!”
December 02, 2020 19:38 - 27 minutes - 37.8 MBWith 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.
Zoom Drops, Kohl’s Pops
December 01, 2020 19:31 - 24 minutes - 33.1 MBZoom 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 Chris...
Salesforce + Slack = ?
November 30, 2020 21:56 - 18 minutes - 24.9 MBSalesforce 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.
Yellen Returns, McCormick Makes a Deal
November 24, 2020 19:20 - 21 minutes - 29.8 MBJanet 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.)
Spotlight on Snap
November 23, 2020 20:51 - 20 minutes - 28.8 MBSnap 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
SEC’s Plan for Chinese Stocks
November 19, 2020 20:49 - 20 minutes - 27.8 MBNvidia 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.
Target: Another All-Time High
November 18, 2020 21:05 - 19 minutes - 27.1 MBTarget’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.
“Amazon Pharmacy” Sends Pharmacy Stocks Down
November 17, 2020 19:22 - 17 minutes - 24.2 MBThe 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.
Moderna’s Vaccine & Merger Monday
November 16, 2020 22:04 - 18 minutes - 25.7 MBModerna 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.
Singles’ Day, Alibaba, and the Rise of Wix.com
November 12, 2020 21:00 - 15 minutes - 21.1 MBAlibaba 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.
“I have no idea why anyone wants to own this company.”
November 11, 2020 20:48 - 23 minutes - 31.7 MBLyft 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”.
Beyond Meat Tanks, Ulta Beauty and Target Team Up
November 10, 2020 22:50 - 18 minutes - 25.6 MBBeyond 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.
The Vaccine
November 09, 2020 21:10 - 24 minutes - 34 MBPromising 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”.)
Mercadolibre, Match Group Hit New Highs
November 05, 2020 21:58 - 17 minutes - 24.3 MB2nd-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.
“The sun comes up and the world still spins.”
November 04, 2020 19:39 - 17 minutes - 24.4 MBDespite 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.
Clorox Crushes
November 02, 2020 20:17 - 21 minutes - 30.2 MBClorox 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.
The 20X Stock You’re Missing
October 28, 2020 23:56 - 25 minutes - 35.6 MBMicrosoft 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.)
Earnings Preview: Etsy, Spotify, Starbucks
October 27, 2020 19:07 - 19 minutes - 26.8 MBWhat 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.
Dunkin’ Goes Private
October 26, 2020 17:38 - 19 minutes - 27.1 MBDunkin’ 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.
Quibi is Proof that Capitalism Works
October 22, 2020 20:56 - 18 minutes - 25.8 MBTesla 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.
Netflix, Snap, WD-40
October 21, 2020 18:34 - 13 minutes - 19.2 MBSubscriber 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.
The U.S. vs Google
October 20, 2020 18:33 - 22 minutes - 31.6 MBProcter & 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.
“I wouldn’t go near this with YOUR money.”
October 19, 2020 18:33 - 17 minutes - 23.7 MBSolar 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.
Fastly Drops, Sleep Number Pops
October 15, 2020 19:05 - 17 minutes - 24.5 MBFastly 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.
Nuthin’ But A 5G Thang
October 14, 2020 17:31 - 14 minutes - 20.3 MBApple’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.
Disney’s Changing of the Guard is Official
October 13, 2020 18:02 - 21 minutes - 30 MBDisney 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.
Should Gen Z Own Dividend Stocks?
October 12, 2020 19:30 - 21 minutes - 29.4 MBTwilio 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.
Big Tech, Big Bank, Big Pizza
October 08, 2020 18:14 - 17 minutes - 24.6 MBIBM 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.
Howard Stern: The Billion-Dollar Man
October 07, 2020 18:25 - 17 minutes - 23.7 MBShares 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.
Apparel Retail is Worse Than You Think
October 06, 2020 20:05 - 16 minutes - 22.6 MBAlteryx 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.
Movie Theater Stocks Have Two Problems
October 05, 2020 18:44 - 18 minutes - 25.4 MBVenmo 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.
The “Obviously-Going-To-Die” Stocks
October 01, 2020 19:56 - 20 minutes - 27.6 MBBed 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.
GM-Nikola Deal in Flux
September 30, 2020 20:07 - 13 minutes - 18.2 MBDisney 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.
McCormick, Google, BBBY
September 29, 2020 19:52 - 17 minutes - 23.5 MBMcCormick 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.
Trend: Chinese Stocks Delisting
September 28, 2020 17:07 - 16 minutes - 22.6 MBSina 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.
Cars, Food, Video Games
September 24, 2020 17:57 - 13 minutes - 18.4 MBCarMax 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.
Nike Soars, Stitch Fix Stumbles
September 23, 2020 19:31 - 14 minutes - 19.4 MBNike’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.
3 Baskets of Stocks
September 22, 2020 20:09 - 18 minutes - 25.8 MBAutoZone 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.
Nikola Founder Quits
September 21, 2020 20:36 - 25 minutes - 34.8 MBNikola’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.
“Is this madness or Sparta?”
September 17, 2020 23:53 - 15 minutes - 22 MBSnowflake 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.
1 New High, 1 Underrated CEO
September 16, 2020 19:24 - 17 minutes - 23.6 MBFedEx 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.
Housing, Retail, Entertainment
September 15, 2020 18:58 - 19 minutes - 27.1 MBLennar 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.
Mega-Deals Monday!
September 14, 2020 20:18 - 20 minutes - 27.9 MBNvidia 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.
Citi Makes History
September 10, 2020 19:51 - 11 minutes - 15.6 MBRH 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.
2 Stocks We Just Bought
September 09, 2020 17:42 - 18 minutes - 25.7 MBSlack 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.
“Why do you own what you own?
September 08, 2020 18:50 - 17 minutes - 24.5 MBNikola 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.
Meet Stig Brodersen
September 02, 2020 16:13 - 17 minutes - 23.7 MBIf 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”.
Zoom Rises, Walmart+ Impresses
September 01, 2020 18:44 - 17 minutes - 23.8 MBZoom 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.
Buffett’s Latest Buys
August 31, 2020 18:51 - 14 minutes - 19.6 MBWarren 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.
Green Light for Rapid Testing?
August 27, 2020 18:55 - 18 minutes - 25.9 MBAbbott 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.