The Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents.
info_outline Airlines, Energy, and the NFL 01/21/2021
Airlines, Energy, and the NFL 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.
info_outline Netflix Eats The World 01/20/2021
Netflix Eats The World 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.
info_outline Banks, Lasers, and a Whole Lotta Qs 01/19/2021
Banks, Lasers, and a Whole Lotta Qs 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.
info_outline Delta Improves, GameStop Doubles (In One Week) 01/14/2021
Delta Improves, GameStop Doubles (In One Week) 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.
info_outline Intel Pops, VMWare Drops (For The Same Reason) 01/13/2021
Intel Pops, VMWare Drops (For The Same Reason) 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.
info_outline Zoom Video, Lemonade Ask For Seconds 01/12/2021
Zoom Video, Lemonade Ask For Seconds 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.
info_outline A Fight Over…ATMs? 01/11/2021
A Fight Over…ATMs? 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.
info_outline State of Play: U.S., China 01/07/2021
State of Play: U.S., China 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.
info_outline Georgia on Wall Street’s Mind 01/06/2021
Georgia on Wall Street’s Mind 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.
info_outline “It’s not the years, it’s the mileage.” 01/05/2021
“It’s not the years, it’s the mileage.” 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.
info_outline 1 Done Deal, 1 Pending Deal 01/04/2021
1 Done Deal, 1 Pending Deal 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.
info_outline “This is what winning looks like.” 12/31/2020
“This is what winning looks like.” 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.
info_outline 2020’s Market Was More Complex Than It Will Appear 12/30/2020
2020’s Market Was More Complex Than It Will Appear 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.
info_outline Thank You, Clark Howard 12/26/2020
Thank You, Clark Howard 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.
info_outline 2 CEOs of the Year, 1 Honorable Mention 12/23/2020
2 CEOs of the Year, 1 Honorable Mention 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)
info_outline Real Talk About The RealReal 12/22/2020
Real Talk About The RealReal 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
info_outline Nike’s New High, JPM’s New Plan 12/21/2020
Nike’s New High, JPM’s New Plan 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
info_outline Kringle, P.I. 12/19/2020
Kringle, P.I. 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”
info_outline “A little bit of a nightmare for investors.” 12/17/2020
“A little bit of a nightmare for investors.” 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
info_outline BlackRock’s North Star 12/16/2020
BlackRock’s North Star 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
info_outline Grant Sabatier, Founder of Millennial Money 12/15/2020
Grant Sabatier, Founder of Millennial Money 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 . Holiday Song - “Swingin' Dreidel” by Kenny Ellis
info_outline Google Gets a Pass 12/14/2020
Google Gets a Pass 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)
info_outline Facebook, Starbucks, Airbnb 12/10/2020
Facebook, Starbucks, Airbnb 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 ! Holiday Song - “Dreidel” by the Slackers
info_outline Cybersecurity Stocks, DoorDash IPO 12/09/2020
Cybersecurity Stocks, DoorDash IPO 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
info_outline Stitch Fix Soars 12/08/2020
Stitch Fix Soars 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
info_outline “The actual business burns money.” 12/07/2020
“The actual business burns money.” 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'
info_outline Got Cybersecurity Stocks? 12/03/2020
Got Cybersecurity Stocks? 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)
info_outline “The battle is joined!” 12/02/2020
“The battle is joined!” 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.