Industry Focus

Motley Fool Contributor Lou Whiteman and IF host Nick Sciple round up all the latest news surrounding the defense industry. With the government shutdown on pause until February 15, defense contractors have had to adjust, and their most recent guidance suggests more uncertainty to come. However, the US military needs significant investment in its nuclear arsenal and missile defense is needed to bring them up to date. We discuss these issues and more on today's episode.

 

Stocks Mentioned:LMT, RTN, GD, NOC, BA, HRS, HII

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Direct download: 20190131_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Biotech's biggest stories this year include trial data and FDA decisions for therapies targeting indications with a massive need for new treatment options, including blood disorders, genetic diseases, and Alzheimer's Disease. Here are six stocks that could pop or drop in 2019 based on these fast-approaching catalysts. Stocks: BIIB, BLUE, GBT, AIMT, DBVT, VRTX, SRPT

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Direct download: 201901_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Starbucks (NASDAQ: SBUX) had a very strong quarter largely because it improved its execution and used its digital tools to drive sales. That’s CEO Kevin Johnson’s doing but the coffee chain boss also has scaled back plans to launch 1,000 Reserve Stores and adding Reserve bars to 20% of stores to a small pilot program. On this episode of Industry Focus: Consumer Goods, host Shannon Jones is joined by Fool.com contributor Daniel Kline to look into the company’s results and its efforts to drive traffic to afternoons and evenings.

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Direct download: 20190129_IF_CG.mp3
Category:Podcast -- posted at: 6:13pm EST

Synchrony Financial (NYSE: SYF) just got a big win, with two lingering issues resolved in the bank’s favor. And, Square (NYSE: SQ) recently rolled out yet another new product designed to strengthen its ecosystem even more. On this week’s episode of Industry Focus: Financials,  host Jason Moser and Fool.com contributor Matt Frankel, CFP, give listeners the must-know details about these stories, answer some great listener emails, recap big bank earnings, and more.

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Direct download: 20190128_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

The modem company has been using a "no license, no chips" policy for the longest time to dominate the smartphone supplier market. But with the company battling the FTC, that power dynamic could swiftly change. If Qualcomm is forced to change its business model, how will that affect the company's financials?

Stocks: QCOM, AAPL

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Direct download: 20190125_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

New and exciting trends like renewable energy, electric vehicles, and micromobility all depend on one thing: batteries. As these applications begin to scale, batteries are set to become an ever more important industry. Motley Fool analyst Tim Beyers joins the show to break down the current state of the battery market as well as some of the most interesting stocks available for investors to invest in the battery industry.

Stocks Mentioned:TSLA, PCRFY, TM, HMC, GM, ENS, ENPH, BYDDF, BRK-A, BRK-B

Stories Mentioned:[insert links to any content discussed specifically on the show: ex. Fool.com articles on the show topic, YouTube videos, outside content that was particularly valuable, etc.]

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Direct download: 20190124_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Investing in the biotech sector is not for the faint of heart. But these 3 investing strategies could help investors generate outsized returns with lower volatility. Stocks: IBB, XBI, IQV, PRAH, SYNH, ICLR, WST, VEEV, RGEN

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Direct download: 20190123_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:19pm EST

Shares of Disney haven't done much for investors over the past few years. But could that be about to change? The House of Mouse has a bunch of potential blockbusters coming out in 2019 and its Disney+ streaming service should be available soon -- are these catalysts enough to get investors excited about Disney again?

Stocks: NFLX, DIS

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Direct download: 20190122_IF_CG_REUP.mp3
Category:Podcast -- posted at: 3:30pm EST

It’s Martin Luther King Jr. Day which means the markets are off today. It also means that Industry Focus listeners get a very special installment of Between Two Fools for today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington!

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Direct download: 20190118_IF_Financials_MLKDay.mp3
Category:Podcast -- posted at: 12:00pm EST

Netflix's latest earnings release had some awesome subscriber numbers, but investors seemed preoccupied with the company's slight miss on revenue. On today's show we talk about why that's a mistake, and try to sift through all the news about beat up tech stock Snap.

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Direct download: 20190118_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With the North American International Auto Show in full swing, we've seen a flood of news around US automakers. Motley Fool Senior Auto Analyst John Rosevear to break down all the latest news surrounding Ford, GM, and the global auto market.

Stocks Mentioned:F, GM, TSLA, VWAGY, HMC

 

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Direct download: 20190117_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Canopy Growth is the first cannabis company to take advantage of a new path to do business in the U.S. Also, Aurora Cannabis preliminary financials show investors just how significant Canada's recreational market is for the industry, and Cronos Group's recent tie-up with tobacco giant, Altria, puts it in an envy-inspiring position. Stocks: CGC, ACB, CRON, MO, STZ

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Direct download: 20190116_IF_Healthcare_Use.mp3
Category:Podcast -- posted at: 3:30pm EST

Casinos have attracted activist attention in recent weeks, with Carl Icahn and others taking stakes in major US operators. Motley Fool analysts Asit Sharma and Nick Sciple discuss the latest trends in the casino industry, from sports betting to Las Vegas and Macau, and how they might be affected by expected legislative action. Make sure to listen to the end to hear our picks for the NFL games this weekend!

Editor's note: In the podcast episode and accompanying transcript above, our podcast team should have clarified that Caesars Entertainment's CEO Mark Frissora has agreed to remain in his position through the end of April 2019 while the company completes a search for his successor. The agreement can be extended for one month at the company's option.

Stocks Mentioned:CZR, MGM, LVS, WYNN, PDPYPY, TSG, SGMS, SJMHF, GXYEF, MLCO

 

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Find Asit on Twitter @asitmap to check out his write-up on Caesar's Failed Sale-Leaseback Accounting

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Direct download: 20190115_IF_CG.mp3
Category:Podcast -- posted at: 3:48pm EST

It's that time again. The big banks are all set to report their fourth quarter earnings this week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors should be keeping an eye on, whether it's crunch time for Wells Fargo's leadership team, and a legal question about the War on Cash. And, we'll start things off with a very specialBetween Two Fools interview.

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Direct download: 20190114_IF_Financials.mp3
Category:Podcast -- posted at: 5:21pm EST

We tend to spend a lot of time talking about stocks with big growth stories and rich valuations to match. But with investors increasingly worried about market volatility, today we run through some solid defensive stocks for people looking to limit downside if the stock market turns south.


Stocks: VZ, ADBE, MSFT

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Direct download: IF_tech_01112019_podcast.mp3
Category:Podcast -- posted at: 3:30pm EST

We return to our predictions from last week's episode to assess where we might have gone wrong in October and look forward to things to watch in 2019. Then, we go to the Industry Focus mailbag to answer your questions about renewable energy yieldcos, drones, solar energy, Kinder Morgan, 2019 stock picks, and a little non-stock discussion for those who listen to the end.

Stocks Mentioned:TERP, PEGI, NEE, BEP, VWDRY, AVAV, KMI, SPWR

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Jason's Primer on Solar Energy Investing

What is the Duck Curve?

Utilities Speeding Up Coal Power Plant Closures (paywall)

Saudi Arabia's Latest Oil Production Cuts (paywall)

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Direct download: 20190110_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Bristol-Myers Squibb announced a mega-deal for biotech Goliath Celgene and Eli Lilly acquired precision-cancer drug developer Loxo Oncology for $8 billion at this year's J.P. Morgan Healthcare Conference. Also, Sage Therapeutics rolled out impressive data for a postpartum depression drug that caused its shares to skyrocket, too. 

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Direct download: 20190109_IF_Healthcare_ReUp.mp3
Category:Podcast -- posted at: 3:30pm EST

Latin American ecommerce leader Mercadolibre continues to prosper and its burgeoning payments business offers investors another way to invest in the global payments space. Meanwhile the long-term tailwinds in home improvement are growing stronger and Home Depot and Lowe’s are poised for success. Host Jason Moser and Fool.com contributor Asit Sharma dive deeper into these topics and also answer a listener email all on this week’s _Industry Focus: Consumer Goods_ show. Stocks: MELI, HD, LOW, AMZN

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Direct download: 20190108_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Square (NYSE: SQ) recently hired a new CFO, eliminating the uncertainty that had been swirling since Sarah Friar stepped down in late 2018, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP give their takes on the news. Plus, we’ll share our favorite investing books for the new year and discuss a classic portfolio allocation debate. All this and more on this week’s episode.

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Direct download: 20190107_IF_Financials.mp3
Category:Podcast -- posted at: 7:16pm EST

Apple has had a rough week:

- CEO Tim Cook wrote a letter to shareholders walking back the company's previous quarterly guidance, erasing $7B in expected revenue.
- Netflix is making moves to try and claw back some of its subscription revenue from the iTunes store.
- iPhone 7 and 8 sales are being blocked in Germany.

With shares down big this week, should investors be worried about one of the world's largest tech companies?

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Direct download: 20190104_IF_Tech.mp3
Category:Podcast -- posted at: 3:46pm EST

Description:Motley Fool contributors Tyler Crowe, Jason Hall, and Matt Dillalo join host Nick Sciple for a roundtable discussion on trends to watch in energy for 2019. They break down whether oil can reach $100 in 2019, midstream players to watch as Permian takeaway constraints subside, opportunities in the liquefied natural gas (LNG), and things to watch in renewable energy in the coming year. This episode was pre-recorded on October 4, 2018.

Stocks Mentioned:BIP, BEP, KMI, PAA, OKE, PSXP, COP, RDS-A, RDS-B, TELL, LNG, NEXT, VSLR, RUN, TERP, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

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Direct download: 20190103_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

These healthcare stocks crushed the S&P 500's return last year, but that doesn't necessarily mean they'll be top performers in 2019 too. Stocks: TNDM, AMRN, ABMD, MRK

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Direct download: 20190102_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

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