Marketfoolery

Simon Erickson kicks off SXSW Week with some observations from Elon Musk’s keynote, as well as why 2018 may be the beginning of the end for the smartphone.  Plus, we discuss why investing analysis is about to get slightly more difficult, give a preview of the most ambitious technology on the SXSW Trade Show floor, and share a little something from Jackie Venson.

Cigna buys Express Scripts in a $67 billion cash and stock deal. What will the healthcare deal mean for investors? Ron Gross and Jason Moser tackle that question, weigh in on Costco and Kroger earnings, and discuss Amazon’s $22 billion commitment to Whole Foods.

If you missed out on buying shares of Netflix (when it was much smaller), we have some good news. Matt Argersinger analyzes the upcoming IPO of iQiyi, the video-streaming giant in China, and shares why investors should take a good long look. Plus, we discuss Coca-Cola’s first foray into selling alcoholic beverages and why a little volatility can be good for opportunistic investors.

Target’s digital sales are on the rise, but not enough for Wall Street’s liking. Motley Fool Asset Management’s Bill Barker analyzes the retail landscape and the Nordstrom family’s latest attempt to take the company private.  Plus we dip into the Fool Mailbag and discuss the Fox Network’s aggressive goals for advertising reduction. (Tangents include our upcoming listener meet-up in Austin, real-life courtrooms vs. TV courtrooms, and more.)

Blue Apron shares fall on Walmart announcing its rolling out meal kits to thousands of stores this year. Jason Moser and Taylor Muckerman analyze the move and try to find a silver lining to Blue Apron’s increasingly cloudy future. Plus, we discuss another new challenge for Wells Fargo and the rapidly falling morale at Snap.

Best Buy and Kohl’s post surprisingly strong 4th-quarter results, but the stocks have different reactions. Motley Fool Asset Management’s Bill Barker analyzes the retail landscape, including L Brands’ continuing battle with declining mall traffic.  Plus, advertising giant WPP is having difficulty in an increasingly digital world. We discuss those stories as well as Bill Ackman exiting his short of Herbalife.   (Tangents include the Academy Awards, the flavor blue, and our upcoming listener happy hour in Austin, Texas!)

Booking Holdings (formerly Priceline) and Papa John’s put up very different numbers in the 4th quarter. Scott Phillips from Motley Fool Australia analyzes the results and shares the view from Down Under when it comes to sports, sponsorships, and betting on the games.  Plus, we talk about “Motley Fool Money” podcast Scott co-hosts in Australia each week, and why investors might consider taking a look at Corporate Travel Management (ASX: CTD) and Altium (ASX: ALU).  Thanks to LegalZoom for supporting The Motley Fool.  Get special savings by going to LegalZoom.com use the promo code “Fool” at checkout.

It’s National Pancake Day! Bill Mann analyzes Dine Brands Global (parent company of IHOP) as well as the changing landscape in the restaurant industry.  Plus, we discuss Jerome Powell’s first public appearance as chairman of the Federal Reserve, and an amazing headline from Australia.

The Berkshire-Hathaway letter is out! Jason Moser and Taylor Muckerman analyze the highlights and share why they recommend Warren Buffett take a long look at Waste Connections, McCormick and Ellie Mae. Plus, we discuss FedEx’s benefit program and dip into the Fool Mailbag to talk about the process of keeping a watchlist.  Thanks to LegalZoom for supporting The Motley Fool.  Get special savings by going to LegalZoom.com and use the promo code “Fool” at checkout.

Shares of Roku tumble on earnings. Is the honeymoon over for the streaming device maker? David Kretzmann and Jason Moser tackle that question and weigh in on earnings news from Wayfair, Stamps.com, and Pandora.

Texas Roadhouse puts up its 32nd straight quarter of same-store sales growth. Investor-At-Large Tim Hanson shares how CEO Kent Taylor and his team have built the restaurant chain on fundamentals with staying power. Plus, we dig into Tile Shop’s drop against the backdrop of a thriving housing market and the latest with the Fool 100 Index. (If you’re interested in more details go to www.Fool100.com).

Walmart falls 10% on 4th-quarter results, but were they really that bad? Motley Fool Asset Management’s Bill Barker analyzes the latest results from the retail giant. Plus, we discuss Home Depot’s latest quarter, Albertson’s bid for Rite Aid, and Walt Disney’s huge weekend at the box office. (Tangents include President Chester A. Arthur, the Bulwer-Lytton Fiction Contest, and music options for the Winter Olympics.)

TripAdvisor shares rise on strong 4th-quarter revenue and optimism for 2018. Abi Malin analyzes the latest results from TripAdvisor, Marriott and Shopify.

Chipotle names Brian Niccol as its new CEO. Is the Taco Bell CEO the missing ingredient for Chipotle? Aaron Bush and David Kretzmann tackle that question and weigh in on earnings from Baidu and Fossil.

Shares of Under Armour pop on strong international sales in the 4th-quarter.  Motley Fool Asset Management’s Bill Barker analyzes the landscape for the embattled sports apparel company. Plus, we discuss Walgreens interest in drug distributor AmerisourceBergen, the Federal Trade Commission’s interest in dental supply companies, and LL Bean’s interest in ditching abusive customers.

Restaurant Brands International (parent company of Burger King and Popeye’s) pops on 4th-quarter results. iRobot falls 30% in three days.  Walt Disney raises ticket prices at the theme parks and strikes a content deal with Alibaba.  Jason Moser and Taylor Muckerman analyze those stories and more.

The market takes another tumble. Industry Focus host Michael Douglass shares why interest rates might be going higher more quickly than some investors thought.  Plus, we discuss Twitter’s surprise 4th-quarter profit, emails from Finland, our listener meet-up from last night, and biotech opportunities for investors.

Motley Fool Asset Management’s Chief Investment Officer Bryan Hinmon stops by to discuss companies’ “capacity to suffer”, why free cash flow is not automatically a good thing, and how he discovered he was wrong about Tractor Supply.  Thanks to Audible for supporting MarketFoolery.  Get a free audiobook with a free 30-day trial at audible.com/fool or text FOOL to 500-500.

After a turbulent couple of days, calm returns to the stock market. Bill Mann analyzes the single security at the center of Monday’s market drop. Plus, we discuss trouble in the House of Lululemon, Tapestry’s turnaround, and the Pringles ad during the Super Bowl.

IS IT TIME TO PANIC???  Jason Moser and Taylor Muckerman share why, despite the Dow falling 4-5% in the last week, investors need to take a deep breath and separate the signal from the noise. Plus, we discuss the latest retailer to declare bankruptcy, Janet Yellen dropping the mic on Wells Fargo, and memorable Super Bowl ads. Thanks to Audible for supporting MarketFoolery.  Get a free audiobook with a free 30-day trial at audible.com/fool or text FOOL to 500-500.