Investor-At-Large Tim Hanson stops by the studio one last time to share highlights from Howard Marks’ annual letter, Upwork’s impending IPO, and the relative attractiveness of General Motors’ stock. Plus, we engage in a surprisingly heated debate over the only question that truly matters this time of year: What’s the deal with “fun size” candy? Go to www.Harrys.com/Fool to redeem your offer and let them know we sent you to help support the show!
Canada Goose and Abercrombie & Fitch fall 25% after their latest quarterly reports, but Seth Jayson thinks one of those is an overreaction. It’s a retail-heavy show as we discuss those companies and the treading-water existence of Dick’s Sporting Goods. Plus, Seth shares some helpful tips for working out in hot weather. Thanks Clear. Get your first two months of Clear for free by going to clearme.com/fool2019 and using promo code fool2019.
Global Payments merges with Total System Services on an all-stock deal worth $21.5 billion. Jason Moser analyzes the deal and shares why Global Payments’ margin for error is getting smaller. Plus, we discuss why Citigroup bailed on the Apple credit card, Facebook’s plans for crypto, and the surprisingly big weekend “Aladdin” had at the box office. Thanks to Airbnb for supporting our show. Go to airbnb.com/fool and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by July 31. Terms and conditions apply.
Best Buy falls on guidance while L Brands soars after beating very low expectations. Ron Gross analyzes the retail landscape, and we dip into the Fool Mailbag to share experiences getting caught in a value trap. Plus, with the start of summer grilling season this weekend, we offer a few tips to make your summer more delicious. Thanks to Sprout Social for supporting Motley Fool. To learn how your brand can create real connection, visit www.sproutsocial.com/fool today.
Target pops on earnings thanks to strong same-store sales growth. Nordstrom plummets on slowing sales and problems with its loyalty program. And Lowe’s gets hammered after cutting its full-year forecast. Motley Fool analysts Emily Flippen and Jason Moser tackle those stories and discuss the future of retail.
Matt Koppenheffer returns after a far-too-long absence from the studio to share his thoughts on Warren Buffett in the wake of Berkshire-Hathaway’s latest annual meeting. Ascena Retail Group brings a merciless end to the Dressbarn era by announcing the closure of 650 stores, which triggers an ominous statistic for traditional bricks-and-mortar retail. Plus, Matt discusses his work at MyWalletHero (www.mywallethero.com) and why he’s excited about Beyond Meat’s recent IPO. Thanks to Sprout Social for supporting Motley Fool. To learn how your brand can create real connection, visit sproutsocial.com today.
FCC Chairman Ajit Pai plans to recommend approval of the $26.5 billion-dollar merger between T-Mobile and Sprint. Dan Kline analyzes the future of telecom in a post-merger world. CBS offers to buy Starz from Lionsgate Entertainment in an attempt to add content to its streaming service. Plus we dip into the Fool Mailbag to discuss, for the first time in a long time, Cisco Systems, as well as how HBO plans to compete now that “Game Of Thrones” is over.
We’re back with another non-investing bonus episode! Hang on as longtime Fool Roger Friedman returns to join MFAM Funds’ Bill Barker and Chris Hill to discuss the relative importance of Roman numerals, cursive writing, and knowing how to drive a stick-shift. We share summer jobs we had as kids, cities that surprised us (in a good way) and which liquor brands we’d put on Mount Rushmore. We also discuss “Avengers: Endgame” [SPOILERS], which great movies Roger hasn’t seen yet, and the amazing game producer Dan Boyd used to play with his father.
Walmart’s stock approaches an all-time high after same-store sales growth in the 1st quarter was the strongest in nearly a decade. Seth Jayson analyzes Walmart’s ability to steadily improve e-commerce sales. SpaceX gets ready to launch satellites with an aim towards building a high-speed internet network. And with Berkshire-Hathaway’s latest 13-F filing, we discuss Warren Buffett and his team buying Amazon, selling Phillips 66, and trimming its position in Southwest Airlines. Get $50 off your first job post at www.LinkedIn.com/Fool.
E-commerce giant Alibaba posted strong 4th-quarter results. So why isn’t the stock moving? Emily Flippen analyzes the report and shares why she thinks Alibaba has a lot of runway ahead of it. We discuss the latest quarterly reports from Tilray and Aurora Cannabis, and Emily warns investors to look beyond pure-play marijuana producers. Plus, with Tim Horton’s adding Beyond Meat options to its menu we debate the future of the meat-substitute industry.
Walmart announces free next-day delivery on its most popular items. Disney takes control of Hulu. And Ralph Lauren reports some unfashionable numbers for North America. Motley Fool analyst Jason Moser discusses those stories and weighs in on the future of NBC’s streaming service. Thanks to LinkedIn for supporting The Motley Fool. Go to Linkedin.com/fool and get $50 off your first job post.
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