Industry Focus

The past twelve months haven’t been kind to GE shareholders. The stock has lost almost half its value as creative accounting practices, a seriously underperforming power segment, and charges related to its legacy insurance business have undermined investor confidence. We talk about recent events, financial results, and how the turnaround plan is going.

Direct download: 20180530_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Precision medicines from Loxo Oncology and Blueprint Medicines could take center stage at the most important cancer conference of the year. Also, here’s why Abiomed’s shares have doubled in 2018. (LOXO) (BPMC) (ABMD)

Direct download: 20180530_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

After years of playing of second fiddle to Home Depot, Lowe’s recently tapped J.C. Penney CEO Marvin Ellison to help usher the brick-and-mortar retailer into the future. While the home improvement space has resisted competition from online players, neither of the industry leaders are strangers to innovation and change. The cast also covers the latest updates from the Walt Disney and Fox acquisition. Stocks: LOW, HD, DIS, FOX, FOXA, CMCSA

Direct download: 20180529_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

It's been a busy few months for PayPal. The company just spent $2.2B on "the Square of Europe" and competitors are starting to mount an attack against the company's One Touch approach. How should investors be feeling about it all? Stocks: PYPL, SQ, MA.

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Direct download: 20180525_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

The FAA received 149 proposals for its Unmanned Aircraft Systems Integration Pilot Program and selected 10 from different cities across the U.S. The winning cities, partnered with big-name businesses, will work with the FAA to develop testing zones and develop regulations.

Direct download: 20180524_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

It’s not just drugmakers disrupting this massive market, medical device makers are pocketing billions of dollars, too. Here’s what you should know about Medtronic, Abbott Labs, Dexcom, Insulet, and Tandem Diabetes. (NYSE: MDT)(NYSE: ABT)(NASDAQ: DXCM) NASDAQ: PODD)(NASDAQ: TNDM).

Direct download: 20180523_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:38pm EST

We officially welcome esports to the “major leagues” as the biggest game developers promote, expand, and monetize the multi-player competitions for some of their best-selling titles. From viewership ratings to multi-million dollar deals and professional gamers on contracts, we cover the latest milestones for this fast-growing industry. Stocks: ATVI, EA, TTWO, NVDA, AMD

Direct download: 20180522_IF_CG_Recut.mp3
Category:Podcast -- posted at: 4:35pm EST

Cash is being used less and less, and these three companies could be big winners.

Direct download: 20180521_IF_Financials.mp3
Category:Podcast -- posted at: 4:26pm EST

Tencent and MercadoLibre both have leading positions in their markets and offer investors exposure to a ton of major tech trends, making them greater starter stocks for folks looking for international exposure.

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Direct download: 20180518_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

We take a whirlwind tour of some international stocks, from a truly global infrastructure player, to a Brazilian iron producer dependent on China, and a French oil giant that’s looking to the future and leading the pack.

Direct download: 20180517_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

With a population of 741 million people, Europe’s a huge market for medicine, yet most U.S. investors avoid European drugmakers, including Sanofi. On today's episode, we explain how drugs win approval in Europe and why Sanofi ought to be on your radar.

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Direct download: 20180516_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Walmart recently announced a $16 billion investment in Flipkart, the biggest e-commerce company in India. For investors around the world, this deal is the opening volley on the latest front of the e-commerce war between Walmart, Amazon, and Alibaba.

Direct download: 20180515_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

You should definitely have some international exposure in your portfolio, but you don't need to buy foreign stocks to get it.

Direct download: 20180514_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Chinese video streaming company iQiyi is drawing some big comparisons, can it possibly live up to them? And might the company be interesting enough to make us break one of our investing rules?

Direct download: 20180511_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

Ford's recently announced move away from cars in its North American market has caused quite a stir. We get the real story behind the headlines, the trends driving the changes in the auto industry, and discuss some investor concerns.

Direct download: 20180510_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Activist investors are offering to buy the health records company, but visionary CEO Jonathan Bush might not want to sell. Also, Shire gives the thumbs up to Takeda and patience pays off for Portola Pharmaceuticals investors.

Direct download: 20180509_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Last week, tech mogul Elon Musk shared his bearish view of competitive moats, spurring a response from Warren Buffett who coined the term 20 years ago. So in this day and age, does frequent innovation hold more value than a wide moat? We tackle that question and more of the Musk-Buffett debate on this episode of Industry Focus.

Direct download: 20180508_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.

Direct download: 20180507_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?

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Direct download: 20180504_IF_technology_FIX.mp3
Category:Podcast -- posted at: 3:30pm EST

Available housing inventory in the U.S. is at historical lows and homebuilders are faced with high costs and labor shortages. Three stocks stand out above the rest for their focus on two important markets – millennials and retirees.

Direct download: 20180503_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Explaining the pros and cons so you can decide if they're right for you. 

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Direct download: 20180502_IF_HEalthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

After several false starts and failed negotiations, the No. 3 and 4 wireless carriers officially unveiled their plans to merge over the weekend. The new T-Mobile will be a much stronger challenger to AT&T and Verizon, but the biggest priority right now is to win over regulators.

Direct download: 20180501_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

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