Market Foolery

Solar energy stocks have been on a tear, but is now the time to buy? What happens to the ever-popular PE Ratio if a company’s profits don’t exist? Jim Gillies tackles those questions and shares what he’s watching this earnings season.

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Fastly falls 25% as the edge cloud platform company warns of lower revenue from its biggest customer (TikTok). Sleep Number hits a new all-time high after strong 3^rd-quarter profits surprise Wall Street. Emily Flippen analyzes those stories, as well how Peleton, Planet Fitness, YogaWorks and others are dealing with the evolving fitness industry.

Apple’s iPhone 12 event was all about 5G. Tim Beyers analyzes the new devices and shares two additional companies with a stake in Apple’s fortunes. Plus we discuss the latest earnings from UnitedHealth and whether its worth holding on to shares of Disney that bought in 1993.

Disney CEO Bob Chapek reorganizes the business in an even greater commitment to streaming video. Johnson & Johnson’s 3^rd-quarter earnings take a back seat to news about its Covid-19 vaccine trial. Shares of Ethan Allen pop on increased guidance for actual profits in the 1^st quarter. Jason Moser analyzes these stories and gives a quick preview of what investors should expect from Big Banks this earnings season.

Twilio uses $3.2 billion worth of stock to buy Segment, a privately-held provider of customer data platforms. Apple and Amazon have big events on Tuesday, so how should investors be thinking about them? Jim Gillies analyzes those stories and discusses whether investors in their 20s should have a place in their portfolios for dividend-paying stocks like Pepsi.

IBM shares pop as Big Blue announces a surprising spin-off. Morgan Stanley makes a $7 billion deal for Eaton Vance. Shares of Domino’s Pizza fall as rising cheese costs outweigh robust same-store sales in the 3^rd quarter. Jason Moser analyzes those stories and reflects on National Pizza Month.

Shares of Levi Strauss pop on strong 3^rd-quarter online sales. AT&T looks to sell DirecTV for much less than the asking price. Sirius XM gets set to pay Howard Stern $120 million a year. Jim Gillies analyzes those stories and shares why he owns stock in one of Levi’s rivals.

Alteryx pops 25% after the data analytics software company raises guidance on 3^rd-quarter results. The retail landscape is shifting dramatically with some companies seeing higher profit margins while apparel retail is in a world of hurt. Bill Barker analyzes those stores and discusses Mondelez shifting their capital allocation strategy.

Venmo introduces a new credit card. Movie theater stocks get pummeled as the 2^nd-largest chain in the world closes all of its theaters in the U.S. and UK. Jason Moser analyzes those stories and talks portfolio allocation strategy as we dip into the Fool Mailbag.

Bed Bath & Beyond pops more than 30% on a surprisingly strong 2^nd-quarter report. Pepsi treads water as 3^rd-quarter sales of snacks make up for weak soda sales. Playboy Enterprises plots a return to the public markets via a reverse-merger with Mountain Crest Acquisition. Jim Gillies analyzes those stories and shares why he’s intrigued by companies that everyone assumes are going to die.