MarketFoolery

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

“This company is a Sasquatch.” 09/23/2021

“This company is a Sasquatch.” 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. /episode/index/show/marketfoolery/id/20581727

FedEx, Adobe, Stitch Fix 09/22/2021

FedEx, Adobe, Stitch Fix 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. /episode/index/show/marketfoolery/id/20568659

Where is PFOF (Payment For Order Flow) Going? 09/21/2021

Where is PFOF (Payment For Order Flow) Going? 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. /episode/index/show/marketfoolery/id/20554136

Netflix, HBO Max, and Why Emmy Awards Matter 09/20/2021

Netflix, HBO Max, and Why Emmy Awards Matter 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? /episode/index/show/marketfoolery/id/20539139

The Rising Battle for Your Delivery Dollars 09/16/2021

The Rising Battle for Your Delivery Dollars 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. /episode/index/show/marketfoolery/id/20502362

“Give Microsoft its appropriate golf clap!” 09/15/2021

“Give Microsoft its appropriate golf clap!” 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. /episode/index/show/marketfoolery/id/20485934

Tacos as a Service? Tacos as a Service. 09/14/2021

Tacos as a Service? Tacos as a Service. 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. /episode/index/show/marketfoolery/id/20474105

Disney’s Going to Theaters, Amazon’s Going Vertical 09/13/2021

Disney’s Going to Theaters, Amazon’s Going Vertical 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. /episode/index/show/marketfoolery/id/20460659

Lululemon: Underappreciated Monster 09/09/2021

Lululemon: Underappreciated Monster 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”. /episode/index/show/marketfoolery/id/20422565

“What’s the deal with Industry Focus?” 09/08/2021

“What’s the deal with Industry Focus?” 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. /episode/index/show/marketfoolery/id/20411918

3 Stocks, 3 Different Opinions 09/07/2021

3 Stocks, 3 Different Opinions 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. /episode/index/show/marketfoolery/id/20397935

Edgar Allan Poe, Business Guru 09/01/2021

Edgar Allan Poe, Business Guru 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 /episode/index/show/marketfoolery/id/20312048

Zoom Video Falls on Slowing Growth 08/31/2021

Zoom Video Falls on Slowing Growth 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. /episode/index/show/marketfoolery/id/20326013

Affirm Soars on Amazon Partnership 08/30/2021

Affirm Soars on Amazon Partnership 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. /episode/index/show/marketfoolery/id/20311964

New SEC Regs for Chinese Companies? 08/25/2021

New SEC Regs for Chinese Companies? 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. /episode/index/show/marketfoolery/id/20263499

Medtronic’s New High, Camping World’s Surprising Move 08/24/2021

Medtronic’s New High, Camping World’s Surprising Move 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. /episode/index/show/marketfoolery/id/20247785

Activist Rumble, SummerSlam Stumble 08/23/2021

Activist Rumble, SummerSlam Stumble 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. /episode/index/show/marketfoolery/id/20237030

“This stock is the gift that keeps on giving.” 08/19/2021

“This stock is the gift that keeps on giving.” 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. /episode/index/show/marketfoolery/id/20198495

Omnichannel is Sexier Than You Think 08/18/2021

Omnichannel is Sexier Than You Think 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. /episode/index/show/marketfoolery/id/20186612

Big Retail Posting Big Numbers 08/17/2021

Big Retail Posting Big Numbers 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. /episode/index/show/marketfoolery/id/20175083

Earnings Preview: Home Depot 08/16/2021

Earnings Preview: Home Depot 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. /episode/index/show/marketfoolery/id/20160326

Online Education, Fitness, Luxury Consignment 08/10/2021

Online Education, Fitness, Luxury Consignment 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 /episode/index/show/marketfoolery/id/20097530

Berkshire-Hathaway: Keepin’ It Simple 08/09/2021

Berkshire-Hathaway: Keepin’ It Simple 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. /episode/index/show/marketfoolery/id/20085887

Retail, Travel, Home Goods 08/05/2021

Retail, Travel, Home Goods 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. /episode/index/show/marketfoolery/id/20049911

Has Apple Found Its Next Acquisition? 08/04/2021

Has Apple Found Its Next Acquisition? 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. /episode/index/show/marketfoolery/id/20036213

3 Good Brands in 3 Different Places 08/03/2021

3 Good Brands in 3 Different Places 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. /episode/index/show/marketfoolery/id/20024240

Square’s Deal Down Under 08/02/2021

Square’s Deal Down Under 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. /episode/index/show/marketfoolery/id/20010878

Facebook is Really, Really Good at Advertising 07/29/2021

Facebook is Really, Really Good at Advertising 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 . /episode/index/show/marketfoolery/id/19971782

Starbucks, Alphabet, Shopify 07/28/2021

Starbucks, Alphabet, Shopify 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. /episode/index/show/marketfoolery/id/19959920

Planes, Paints & Automobiles 07/27/2021

Planes, Paints & Automobiles 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. /episode/index/show/marketfoolery/id/19947404

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