Mon, 12 March 2018
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. |
Thu, 8 March 2018
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. |
Wed, 7 March 2018
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. |
Tue, 6 March 2018
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.) |
Mon, 5 March 2018
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. |
Thu, 1 March 2018
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!) |