High-Velocity Market Propels Zillow

Shares of Papa John’s and Domino’s fall despite double-digit comps growth. Best Buy lowers expectations for 2021. Teladoc Health’s 4^th-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.  

Square wraps up a strong fiscal year but shares fall on slowing growth. Same-store sales for Lowe’s grew 28% in the 4^th quarter, but pessimism remains about 2021. Despite a rough 4^th-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.

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.

Discovery Communications’ streaming service gets off to a hot start, sending shares to an all-time high. Korn Ferry’s stock hits a 52-week high after stronger-than-expected 3^rd-quarter results. Jason Moser analyzes those stories, as well as Boeing’s latest headline risk and the potential for “re-opening” stocks.

If Walmart wrapped up its fiscal year with strong comps in the U.S., why is the stock falling 6%? What should you do when the company you own shares of is bought by another company? Jim Gillies analyzes those questions and introduces Medpace Holdings, a clinical research business he thinks more investors should know about.