The Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents.
Target, Lowe’s, and Urban Outfitters all deliver 1st-quarter reports. Ron Gross analyzes the latest results from the retail universe.
May 20 2020
IBM agrees to buy Red Hat for $33 billion. Analysts Emily Flippen and Jason Moser talk about what the deal means for investors and dig into the latest from Amazon and Twitter.
Oct 29 2018
Shares of Apple rise on earnings despite declining iPhone sales. Apple disclosed that the total number of iPhones worldwide is 900 million. But what do declining iPhone sales mean for investors? Does Apple need a second act? Analysts Andy Cross and Jason Moser tackle those questions, dig into SiriusXM earnings, and debate whether there’s life after Howard Stern.
Jan 30 2019
1st-quarter reports from Walmart and Home Depot have a lot in common: higher sales, higher salaries, and higher spending on keeping stores clean. Jason Moser analyzes the retail landscape and what it means for investors. Plus, TikTok higher Disney executive Kevin Mayer as its new CEO. Does this mean an IPO is definitely in the startup’s future?
May 19 2020
Dollar General falls despite a relatively strong 4th-quarter report. Tailored Brands (parent company of Men’s Wearhouse and Jos. A. Bank) falls 25% after same-store sales in the 4th quarter fall. MFAM Funds portfolio manager Bill Barker analyzes those stories and shares why Tailored Brands is not a buying opportunity. Plus we dip into the Fool Mailbag to discuss reverse stock splits and the Fool 100 Index. (Tangents include award-winning pies and the classic film “Blazing Saddles”.)
Mar 14 2019
Coca-Cola shares have their worst day in over a decade. Apple gets ready to launch a video streaming service. Jim Mueller analyzes those stories and answers the timeless question, “How many stocks should someone have in their portfolio?” Plus we discuss a survey about Americans’ attitudes towards Netflix, including how many would choose Netflix over sex.
Feb 14 2019
Verizon closes out the fiscal year with a whimper, not a bang. PG&E’s stock rise after the California utility files for Chapter 11 bankruptcy protection. Bill Mann analyzes those stories, and shares why the U.S. Department of Justice is not messing around with its indictment of Huawei and the company’s CFO. Plus we dip into the Fool Mailbag to discuss the deadly disaster in Brazil that involves Vale, the world’s largest iron-ore miner.
Jan 29 2019
Salesforce slips on earnings. President Trump attacks Google. And an NFL linebacker gets indicted for insider trading. Motley Fool analyst Bill Mann tackles those stories and shares an international stock on his radar. Thanks to Molekule for supporting MarketFoolery. Get $75 off your 1st order at http://www.molekule.com and use the promo code “fool”.
Aug 30 2018
After the Super Bowl, isn’t it appropriate that Papa John’s is in the news? MFAM Funds portfolio manager Bill Barker analyzes the ongoing drama with Papa John’s, as well as the latest earnings report from Clorox. “Merger Monday” lives up to its name as Ultimate Software is acquired in an all-cash deal worth $11 billion. Plus, we dip into the Fool Mailbag to discuss dividend reinvestment strategies, and debate the ripple effects of a single beer commercial during the Super Bowl. (Tangents include charcoal brands and how seriously Anheuser-Busch InBev takes their marketing.)
Feb 04 2019
Over the next two weeks more than 1,600 companies will report earnings. Jason Moser analyzes what investors should be watching and listening for when Chipotle, PayPal, Facebook, Under Armour, and Boston Beer share their latest results.
Jul 18 2019
Shares of Johnson & Johnson rise on strong earnings and strong growth in prescription drug sales. AT&T unloads its stake in Hulu. And Walmart announces a fashionable partnership with Kidbox. Analysts Emily Flippen and Jason Moser discuss those stories and share some fashion hits and misses. Thanks to LinkedIn for supporting The Motley Fool. Go to Linkedin.com/fool and get $50 off your first job post.
Apr 16 2019
Shares of Activision Blizzard jump on positive reviews for Call of Duty: Black Ops 4. Will the new Call of Duty, with its Battle Royale mode, kill Fortnite? Motley Fool analyst Aaron Bush tackles that question, weighs in on Alibaba’s big deal in Russia, and talks Netflix vs. HBO.
Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (use the promo code “Fool”)
Sep 12 2018
Berkshire-Hathaway’s 2nd-quarter profits drop 11%, but it’s the cash hoard that interests us. Shares of Tyson Foods hit an all-time high after strong 3rd-quarter profits. And what will Altria Group look like in ten years? MFAM Funds portfolio manager Bill Barker analyzes these stories and more. (Tangents include the Liberty Bell, overrated landmarks, the rise of the New York Yankees, and the fall of the Boston Red Sox.)
Aug 05 2019
As Hurricane Florence bears down on the East Coast, we dare to ask the question “Is it possible to make a little money off this thing?” Motley Fool Asset Management’s Bill Barker shares which industries investors should be watching beyond the usual suspects (e.g., home improvement stocks). Plus we discuss the latest report from Casey’s General Stores, dip into the Fool Mailbag, and share a few memories from the start of the financial crisis 10 years ago this month.
Sep 11 2018
General Electric dumps CEO John Flannery after barely a year on the job. Taylor Muckerman and Jason Moser analyze the sudden move, as well as Elon Musk’s settlement with the SEC and Facebook’s latest data challenge.
Thanks to Netsuite! Get the FREE guide, “Crushing the Five Barriers to Growth”, at www.NetSuite.com/Fool.
Oct 01 2018
Roman Financial crushes 4th-quarter results sending the stock up 10%. Shares of McCloskey Holdings (aka, “the next Baby Berkshire”) hit an all-time high. Jason Moser and Taylor Muckerman analyze the latest founder-led businesses hitting new highs. Plus, we discuss the latest hot IPO and whether investors should jump in now or wait for a pullback.
Thanks to Grammarly for supporting The Motley Fool. For 20% off a Grammarly premium account, go to http://www.Grammarly.com/Fool.
Apr 01 2019
Target rises on strong holiday results. Salesforce.com falls on guidance (not results). Abi Malin discusses those stories, analyzes the current landscape for food delivery stocks, and shares her Fat Tuesday experiences.
Mar 05 2019
Moderna shares pop 20% on encouraging test results. JC Penney’s plan to survive involves splitting into two separate public companies: one for retail, one as a REIT. Bill Barker analyzes those stories as we dip into the Fool Mailbag to discuss retail and diversification.
May 18 2020
Microsoft buys Github for $7.5 billion in stock. David Kretzmann analyzes the deal as we wonder why Microsoft didn’t pay in cash. We dip into the Fool Mailbag to consider the relative merits of Garmin, both as a business and a stock. Plus, we shares some highlights from FoolFest 2018.
Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get a $50 credit toward your first job post.
Jun 04 2018
Facebook’s 2nd-quarter profits come in higher than expected. Tesla shares fall 13% on a disappointing 2nd-quarter report. And American Airlines and Southwest Airlines continue to feel the impact of grounding the Boeing 737 Max planes in their respective fleets. Jim Mueller analyzes those stories and shares his thoughts on the current state of the video streaming wars.
Get $50 off your first job post at www.LinkedIn.com/Fool.
Jul 25 2019
Bed Bath and Beyond falls 20% as 1st-quarter sales are cut in half. Walgreens Boots Alliance struggles with its 3rd-quarter report, while Costco posts strong same-store sales in June. Brian Feroldi analyzes those stories, plus we dip into the Fool Mailbag to discuss how options could fit into your investing strategy if you have already built a “buy and hold” portfolio of stocks.
Jul 09 2020
Shares of Levi’s fall on rough 2nd-quarter results and Brooks Brothers declares bankruptcy. Chief Investment Officer Andy Cross analyzes the changing retail landscape, consumer spending habits, and the impact of rising savings rates. Plus we dip into the Fool Mailbag to discuss the role of REITs and real estate investing when building your portfolio.
Jul 08 2020
Novavax and Regeneron pop after landing grants from Uncle Sam. SiriusXM buys Stitcher (E.W. Scripps’ podcasting division) for $300 million. Bill Barker analyzes those stories, plus we hop in the wayback machine to revisit The Motley Fool’s (and Bill’s) role in helping the SEC pass “Regulation Fair Disclosure” resulting in a big victory for individual investors.
Jul 07 2020
Warren Buffett finally got out his elephant gun! Berkshire-Hathaway buys Dominion Energy’s natural gas assets for nearly $10 billion, while Uber shells out $2.6 billion in stock to buy Postmates. “Industry Focus” host Nick Sciple analyzes both deals, and weighs in on oil/gas vs. green energy as we dip into the Fool Mailbag.
Jul 06 2020
Tesla hits a new high on higher-than-expected deliveries. McDonald’s hits the pause button on reopening dine-in service. Major League Baseball teams come up with a creative way to get fans at the games (sort of). Dan Kline analyzes those stores, and we dip into the Fool Mailbag and try to make sense of the new marketing campaign from Haagen-Dazs.
To check out The Motley Fool’s new swag store, go to http://Shop.Fool.com.
Jul 02 2020
FedEx shares pop on surprisingly good 4th-quarter results. United Airlines plans to add 25,000 flights in August. Constellation Brands serves up strong 1st-quarter profits and adds Empathy Wines to its portfolio. Abi Malin analyzes those stories, plus we talk about the connection between Bernie Madoff and the greatest contract in the history of professional baseball.
Jul 01 2020
Lululemon athletica shares rise after the company buys at-home fitness tech company Mirror for $500 million. Microsoft, Adidas, and Ford Motor join the growing list of companies taking a break from advertising on Facebook. Jason Moser analyzes those stories and discusses selling strategies as we dip into the Fool Mailbag.
Last but not least, the new Motley Fool swag shop is finally open! Check it out at http://Shop.Fool.com.)
Jun 30 2020
Starbucks, Coca-Cola, Verizon, and Unilever are just a few of the companies that have stopped advertising on social media platforms. How worried should Facebook shareholders be? Is Under Armour’s attempt to get out of a $280 million deal with UCLA a negotiating tactic or the start of a new era in fiscal responsibility? Maria Gallagher analyzes those stories and weighs in on Gap’s new 10-year partnership with Kanye West.
Jun 29 2020
Darden Restaurant shares rise on better-than-expected results. Shares of KB Home fall more than 10% as net orders plummet. McCormick’s stock hits a new all-time high. Bill Barker analyzes those stories, and discusses the latest scientific study on the health benefits of coffee.
Jun 25 2020
Dell Technologies considers spinning off its huge stake in VMware. Simon Property Group and Brookfield Property Partners weigh a joint acquisition of J C Penney. Consumer goods giant Unilever looks to sell its tea brands (including Lipton) as a host of private equity firms show their interest. Jason Moser analyzes those stories and reveals his beverage consumption routine.
Jun 24 2020
eMarketer predicts Google’s ad revenue will drop for the first time in over a decade, while Facebook and Amazon continue to see growth. Jim Gillies analyzes the big tech landscape, plus we discuss Mastercard’s latest acquisition and Starbucks’ newest offering.
Jun 23 2020
United Airlines and American Airlines are reportedly set to raise more than $8 billion to keep their balance sheets stable. Dan Kline analyzes the industry and shares why investors shouldn’t be tempted by the “value trap” prices of airline stocks. Plus, we discuss TripAdvisor’s latest guidance and Apollo Global Management’s attempt to sell Chuck E. Cheese.
Jun 22 2020
Kroger’s 1st-quarter results were better than expected. Wirecard falls more than 60% after auditors can’t find $2.1 billion. Ford Motor unveils plans for hands-free driving in 2021. Bill Barker analyzes those stories, but more importantly comes up with a plan to save Major League Baseball’s season!
Jun 18 2020
Groupon shares sink after a rough 1st-quarter report and a lot of question marks about the company’s direction. Draftkings announces a secondary stock offering just two months after going public. Maria Gallagher analyzes those stories and talks about her path to being a financial analyst as we dip into the Fool Mailbag.
Jun 17 2020
Retail sales in May rose nearly 18%. Abi Malin analyzes the results and shares why investors should look beyond the headline number. 24 Hour Fitness files for bankruptcy, so what does that mean for a business like Planet Fitness? Plus, we dip into the Fool Mailbag to explore the topic of “total addressable market” and why investors should be wary of any company’s claims about their own TAM.
Jun 16 2020
Walmart partners with Shopify to expand its 3rd-party marketplace. BP says its writedown for the current quarter could top $17 billion. Burger King launches the “Impossible Croissan’wich” nationwide. Brian Feroldi analyzes those stories and shares his recent boots-on-the-ground research at Burger King.
Jun 15 2020
That Uber/Grubhub deal? It’s off now that Grubhub has accepted an all-stock offering from European delivery company Just Eat Takeaway.com. Dan Kline analyzes the move, as well as Simon Property Group’s deal-terminating letter to Taubman Centers. Plus, we discuss Jay Powell’s comments about economic recovery and whether Major League Baseball will return this year.
Jun 11 2020
Chewy and Five Below both post losses in the 1st quarter, so why is Five Below’s stock the only one popping? Jason Moser analyzes the latest earnings results, and we discuss whether the Starbucks notion of a “third place” is over.
Jun 10 2020
Macy’s shows signs of life. Coupa Software posts strong quarterly results and guidance. Tailored Brands might be thinking about bankruptcy protection. Jason Moser analyzes those stories and we dip into the Fool Mailbag to discuss barriers to entry in the tele-medicine industry, as well as Google’s own offering to the video-conferencing competitive landscape.
Jun 09 2020
Thor Industries, maker of recreational vehicles, hits a 52-week high after strong quarterly results. Motley Fool contributor Dan Kline analyzes the opportunity for Thor, as well as the historic challenges of the RV market. Plus, we discuss Dunkin’ Brands joining Taco Bell, Domino’s and Papa John’s in looking to hire tens of thousands of workers, as well as Sirius XM’s plans to raise $1 billion in a bond offering.
Jun 08 2020