MarketFoolery

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

Retail’s Surprisingly Big Month 04/15/2021

Retail’s Surprisingly Big Month 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. To get 50% off our Stock Advisor service, just go to . /episode/index/show/marketfoolery/id/18741566

“This is madness that makes sense.” 04/14/2021

“This is madness that makes sense.” 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. Want 50% off to try our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18728042

Chips, Travel, Social Media 04/13/2021

Chips, Travel, Social Media 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. Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18715925

Microsoft Opts For Nuance 04/12/2021

Microsoft Opts For Nuance 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. Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18698054

Betting on Sports Betting 04/08/2021

Betting on Sports Betting 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. Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18653693

Fintech’s New Star and Stocks We Just Bought 04/07/2021

Fintech’s New Star and Stocks We Just Bought 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. Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18640601

2 Reopening Stocks You Might Be Missing 04/06/2021

2 Reopening Stocks You Might Be Missing 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. Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18625850

The Big Macro 04/05/2021

The Big Macro 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! Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18610973

Mirror, Mirror on Lulu’s Wall 03/31/2021

Mirror, Mirror on Lulu’s Wall 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. Want 50% off our Stock Advisor service? Just go to . /episode/index/show/marketfoolery/id/18556376

“We just don’t seem to learn.” 03/30/2021

“We just don’t seem to learn.” 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. To get 50% off our flagship service, Motley Fool Stock Advisor, just go to . /episode/index/show/marketfoolery/id/18541337

3 Stocks for the Chip Shortage 03/29/2021

3 Stocks for the Chip Shortage 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. Looking for more investment ideas? Get 50% off Stock Advisor by going to . /episode/index/show/marketfoolery/id/18517439

Home Furnishings on Fire (in a good way) 03/25/2021

Home Furnishings on Fire (in a good way) 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%). Want to try our flagship service Motley Fool Stock Advisor? Get 50% off by going to . /episode/index/show/marketfoolery/id/18470507

“You hate to see it.” 03/24/2021

“You hate to see it.” 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. /episode/index/show/marketfoolery/id/18456995

Zoom Video, Microsoft, GameStop 03/23/2021

Zoom Video, Microsoft, GameStop 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. /episode/index/show/marketfoolery/id/18440588

Sister Jean, Investing, and the Leap of Faith 03/22/2021

Sister Jean, Investing, and the Leap of Faith 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. To get 50% off our flagship service, Motley Fool Stock Advisor, just go to . /episode/index/show/marketfoolery/id/18426062

Discount Retail’s Opportunity 03/18/2021

Discount Retail’s Opportunity 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. To get 50% off our flagship service, Motley Fool Stock Advisor, just go to . /episode/index/show/marketfoolery/id/18381455

Bidding War in Silicon Valley 03/17/2021

Bidding War in Silicon Valley 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. /episode/index/show/marketfoolery/id/18368849

Buy, Sell, or Hold? 03/16/2021

Buy, Sell, or Hold? 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). /episode/index/show/marketfoolery/id/18353051

4 New Stocks for the S&P 500 03/15/2021

4 New Stocks for the S&P 500 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. /episode/index/show/marketfoolery/id/18332330

Bumble’s Bounce 03/11/2021

Bumble’s Bounce 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. /episode/index/show/marketfoolery/id/18287354

Disney+ Crosses 100M 03/10/2021

Disney+ Crosses 100M 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. /episode/index/show/marketfoolery/id/18271172

Stitch Fix: Pain and Possibility 03/09/2021

Stitch Fix: Pain and Possibility 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. /episode/index/show/marketfoolery/id/18257357

Investing: A Family Affair 03/08/2021

Investing: A Family Affair 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. /episode/index/show/marketfoolery/id/18237530

“I’m a business, man.” 03/04/2021

“I’m a business, man.” 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. /episode/index/show/marketfoolery/id/18192347

This Stock is FUBO 03/03/2021

This Stock is FUBO 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). /episode/index/show/marketfoolery/id/18178139

2 Stocks We’re Not Selling 03/02/2021

2 Stocks We’re Not Selling 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. /episode/index/show/marketfoolery/id/18160397

JNJ’s Shot Boosts the Market 03/01/2021

JNJ’s Shot Boosts the Market 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. /episode/index/show/marketfoolery/id/18142079

Pizza Stocks Fall, Candles Power L Brands’ Quarter 02/25/2021

Pizza Stocks Fall, Candles Power L Brands’ Quarter 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. /episode/index/show/marketfoolery/id/18095102

Square, Lowe’s, and The Great Reopening 02/24/2021

Square, Lowe’s, and The Great Reopening 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. /episode/index/show/marketfoolery/id/18082763

2 Earnings, 2 Secondary Offerings 02/23/2021

2 Earnings, 2 Secondary Offerings 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. /episode/index/show/marketfoolery/id/18064148

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