Marketfoolery

Netflix pops after 1st-quarter subscriber growth comes in higher than expected.  Roku partners with Disney on the new ESPN+ app. Matt Argersinger analyzes those two stories, discusses buying into iQIYI’s IPO, and shares why he hopes Tencent Holdings and Atlassian Corporation have less-than-amazing reports this earnings season.

What companies need a hit? Which conference calls will be the most revealing?  And are we secretly rooting for some companies to have a terrible quarter? Jason Moser and Taylor Muckerman answers these questions and share 6 stocks they’re watching closely as earnings season kicks into gear.  Thanks to Blooom for supporting MarketFoolery.  Get a month free with blooom401k.com/fool and use the promo code “fool”.

Bed Bath & Beyond has its worst day ever. Walmart is reportedly set to spend $10 billion to buy a majority stake in Flipkart, the leading e-commerce business in India.  Bill Mann analyzes those stories and gets positively giddy over a company called Longfin.

On Tuesday, Facebook CEO Mark Zuckerberg testified before Congress. Shares of Facebook recorded their best day in two years. On Wednesday, Zuckerberg continued his testimony. Motley Fool analysts Matt Argersinger and David Kretzmann weigh in on what it means for investors and discuss the implications for other big tech stocks. Thanks to Slack for supporting Motley Fool.  Slack: Where work happens. Go to slack.com to learn more.

Verifone System shares rise 52% on buyout news. McDonald’s announces plans to expand in Sweden, Norway, Denmark, and Finland. Mattel leaves New York as Hasbro deals with a toy shortage. Motley Fool Asset Management’s Bill Barker discusses those stories, as well as categorizing “restaurants” and “stores”.  (Tangents include Free Cone Day, Wawa Day, and name-dropping.)

Is PayPal trying to become the next Wells Fargo?  Jason Moser and Taylor Muckerman analyze PayPal’s moves towards traditional banking.  Plus, we discuss the pros and cons of retailers using their own private labels and dip into the Fool Mailbag to offer up some investing book recommendations.  Thanks to Slack for supporting The Motley Fool.  Slack: Where work happens. Go to Slack.com to learn more.      

Shares of AMC Entertainment rise on a new deal to open theaters in Saudi Arabia. Motley Fool Asset Management’s Bill Barker analyzes the global box office landscape. Plus, we discuss JM Smucker’s deal to buy Ainsworth Pet Nutrition, the coffee industry’s fight in California, and more.  (Tangents include the Pillsbury Doughboy, the health benefits of coffee, and the curious case of Larry Williams.)

Investors react to a potential trade war. President Trump continues his war against Amazon. And Dave & Buster’s fail to amuse Wall Street. Motley Fool analysts David Kretzmann and Jason Moser discuss those stories and weigh in on Warren Buffett’s next big buy. 

Why did Spotify go the DPO route? Ron Gross explains their rationale and the downside of DPOs (direct public offering). Plus, we dip into the Fool Mailbag, give a thumbs-up to General Motors’ plan to ditch monthly sales numbers, and discuss our respective spring break trips.

Tesla shares fall 20% in the past week on a combination of bad news. While some of it is short-term in nature, Jason Moser and Taylor Muckerman discuss why looming debt should give investors pause. Plus, we discuss Under Armour’s data breach and Tim Cook throwing shade at Facebook and Amazon.

When is a burger more than just a meal?  Chris Hill reflects on the benefits of taking a break and his recent trip to Austin, Texas meeting with listeners.  Plus, he shares what he learned from a serendipitous encounter with the man behind Excaliburger.  Thanks to LegalZoom for supporting The Motley Fool.  Get special savings by going to LegalZoom.com and use the promo code “Fool” at checkout.

Now that interest rates are rising and bonds are more attractive, are dividend stocks on their way out?  Ron Gross analyzes the state of dividend stocks and share what investors should look for when they want to add some income to their portfolio.  Plus, Ron discusses his approach to portfolio management.  Thanks to LegalZoom for supporting The Motley Fool.  Get special savings by going to LegalZoom.com and use the promo code “Fool” at checkout.

Forget that stuff in the back of your closet, let’s talk about spring cleaning your portfolio! Investor-At-Large Tim Hanson discusses his own approach to portfolio maintenance and why he’s interested in Square.  We also discuss the rebalancing of the Fool 100 Index and why Red Hat and Discover Financial Services are in the mix.  Plus, we talk our plans for spring break and Tim shares the origins of his “Standing in line with locals” approach to travel. For more information on the Fool 100 index just go to www.fool100.com.

Facebook CEO Mark Zuckerberg apologizes for the massive data breach. And shares of Guess jump after the fashion retailer reports strong earnings. Ron Gross and David Kretzmann weigh in on those stories and share some questionable fashionable decisions. Thanks to Harry’s for supporting Motley Fool. Get your Free Trial Set – go to Harrys.com/fool

Another day and still no word from Facebook CEO Mark Zuckerberg on the company’s data debacle.  Investor-At-Large Tim Hanson analyzes the challenges facing the social network.  Plus, we discuss the vote Tesla shareholders are having on Elon Musk’s compensation package as well as the Nordstrom family backing away from taking the company private.  Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (use the promo code “Fool”)

Oracle shares fall despite strong 3rd-quarter profits. Motley Fool Asset Management’s Bill Barker analyzes Oracle’s struggle to diversify its revenue streams. Plus, we discuss Uber suspending its autonomous driving testing, and last week’s listener meet-up in Austin, Texas.  (Tangents include focus groups, a weekly magazine called “Newsweek”, and the relative appeal of lip balm.) Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set – go to www.Harrys.com/Fool

Facebook falls after Cambridge Analytica gains unauthorized access to data from more than 50 million people.  Jason Moser and Taylor Muckerman analyze the potential long-term damage to Facebook’s reputation and overall business.  Universal Display falls 14% after Apple reportedly starts building its own screens. Plus, we discuss the finite value of trade industry media and the latest in the Shipping Wars between UPS, DHL and FedEx. Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (promo code “Fool”).

By 2020 the esports industry could reach $5 billion.  We wrap up SXSW Week by talking with Macy Mills, head of business development at Gameinfluencer.  She discusses the connected world of sports and esports, why leagues like the NBA are investing in the next generation of games, and how opportunities abound for the likes of Netflix and Hulu.  Plus, we share a little something from Prinz Grizzley and his Beargaroos.

How has the center of government turned into a growing center of business and entrepreneurship?  We stop by the WeDC House to talk with Keith Sellars, President & CEO of the Washington DC Economic Partnership, about the rising tech scene in the DC area. Plus, we talk about Amazon’s search for a 2nd headquarters and share a little something from Flasher.

What does the future of retail look like?  Industry Focus host Dylan Lewis shares insights from SXSW sessions he’s attended on the retail industry and Facebook’s inner workings. Plus, we discuss Google’s bet on smart speakers and share a little something from the Vandoliers.