Do Investors Dream of Electric Mustangs?

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Ford uses its classic Mustang muscle car brand to roll out ... an all-electric crossover? Plus, why Disney's search for streaming success only gets tougher from here, and one potentially beneficial biotech buyout.
We'll be taking next week off for Thanksgiving. May your sports team of choice prove victorious and your food comas deep and restful. We'll see you back here in two weeks.
— Nathan Alderman, Stock Up Editor

Why Ford Is Calling Its New Electric Crossover a Mustang


Meet the Mustang Mach-E. Ford's (NYSE: F) new all-electric crossover teases a sub-$50,000 sticker price, between 230 and 300 miles of range, and enough giddyup to get from 0 to 60 in as little as 4 seconds, all built on a brand-new platform developed in Detroit. Ford says it can turn a profit even at that relatively low price because the Mach-E is easy to build.

But Mustangs are, you know, sports cars. Gearhead-beloved muscle machines. Frequent guest stars in Michael Bay movies. Not exactly the connotations that come to mind when one hears "all-electric crossover."

That's the point, says Fool auto specialist John Rosevear. Ford could have offered drivers a safe, bland electric vehicle. With the Mustang brand, it's instead promising that Mach-E drivers will get the kind of performance associated with its gas-guzzling brethren. More importantly, the Mach-E isn't a one-off party trick. It's the beginning of a whole new strategy that could help to define the company's future.

To learn more about how Ford plans to build up its brand with battery power, read the rest.


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Watch: The Secret Behind Domino's Epic Turnaround


Epic Turnaround

We go inside Domino's Pizza (NYSE: DPZ) to explore how a nearly 50-year-old company reinvented itself and put up monster results in the process.


Disney+: It Gets Harder From Here

Disney (NYSE: DIS) totaled 10 million subscribers to its Disney+ streaming service on Day One, a good head start toward its goal of 60 million to 90 million by 2024. So that's it, right? The streaming wars are over. Disney won. Netflix (NASDAQ: NFLX) should just pack up and go home, right?

Nope. Those 10 million subscribers certainly provide Disney+ with an extra sprinkle of pixie dust, but this story hasn't reached the "happily ever after" phase just yet. Here's why:

  • Die-hard Disneyphiles may have already signed up. The House of Mouse's many fiefdoms — Pixar, Marvel, Lucasfilm — have no shortage of fans. But the "shut up and take my money!" crowd has probably already had its money taken by now. Convincing folks beyond the superfans to sign up might be a bit more of a stretch.
  • Big library, few originals. Few services can match Disney+'s selection of stuff people have already seen but will probably want to watch again. (Or, for households with young children, again and again and again and again...) But when it comes to brand-new stuff that might lure in subscribers, right now, Disney+'s offerings seem a bit lacking. The service promises more on the way, but for now, at least, The Mandalorian's gonna have to do a lot of heavy lifting to entice people seeking something new.
  • Netflix is far from dead. Disney+ aims squarely at the all-ages family crowd. Netflix has plenty of kid-appropriate programming, too, but with titles like The Crown (okay, fine, princesses are involved, but...), Orange Is the New Black, Sex Education, and Martin Scorsese's anything-but-family-friendly The Irishman, it's casting a far wider net for potential viewers. That makes Disney+ seem less like a rival and more like a complementary product.

To see who's truly the biggest winner from Disney+'s launch (hint: they spend a lot of time on your couch), read the rest.


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Looking for a Biotech Stock That's an Ideal Buyout Candidate? This Is It.

Meet Amarin (NASDAQ: AMRN), a relatively tiny biotech with a great big blockbuster drug. In clinical trials, Vascepa showed real benefits in preventing a host of cardiovascular ailments, from heart attacks to strokes. Questions about whether Amarin's choice of placebo in those tests, mineral oil, actually led placebo patients to worse outcomes clouded Vascepa's future for a bit, but an FDA panel just cleared that up and gave Vascepa its blessing, making the drug's FDA approval more likely.

How big an opportunity might Vascepa offer now? Estimates suggest $3 billion to $4 billion in annual sales, putting Amarin squarely in the sights of bigger pharma players hungry for that kind of revenue boost. There's absolutely no guarantee that Amarin will get snapped up by a larger competitor, but it's a possibility worth considering.

To see which bigger rivals might be most likely to take a bite, read the rest.


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Quick Reads

  • The "T" is for "trash talk": What, uh, colorful CEO John Legere's departure means for cellular carrier T-Mobile (NASDAQ: TMUS).
  • AI, take the wheel: How artificial intelligence is steering NVIDIA's (NASDAQ: NVDA) growth.
  • Rockets, man: The Air Force wants fast-turnaround rocket launches, and it's set aside $1 billion for any companies that can provide them.

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