Industry Focus

We've got our hands on Uber's first set of earnings results as a publicly traded company -- we talk about why losses widened and the comments from management that surprised us. Also, we hit a looming anti-trust issue for Apple.

Stocks: AAPL, UBER, LYFT

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Direct download: 20190531_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

A home is the largest purchase the average person makes in his or her lifetime. However, real estate transactions can be intimidating, and because most people only go through the process once or twice, it’s hard to develop the experience needed to “know what you don’t know.” To help bridge this knowledge gap, Motley Fool personal finance experts Dan Kline and Maurie Backman join the podcast to share their experience buying properties and their 5 best tips for buying a new home.

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Thanks to Airbnb for supporting our show.  Go to airbnb.com/fool and start hosting and you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by July 31. Terms and conditions apply.



Direct download: 20190530_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Here's why paying $2 million for Novartis' revolutionary gene therapy for SMA may not be as crazy as it sounds. 
Also, why shares slumped after BioMarin reported its gene therapy may virtually eliminate bleeding in hemophilia A patients.

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Direct download: 20190529_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma take a look at the most recent quarters for The Home Depot and Lowe's and kick the tires on Canadian Tire. Plus Jason sits down with Motley Fool analyst Thomas King on a new installment of Between Two Fools!

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Direct download: 20190529_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:32pm EST

Back in January, the FTC put out its antitrust case against Qualcomm and now we have Federal Judge Lucy Koh's decision. We explore the decision, what it means for Qualcomm and how it might radically change the business.

Stocks: QCOM, AAPL

Direct download: IF05242019_final_v2.mp3
Category:Podcast -- posted at: 3:30pm EST

The real estate brokerage industry hasn’t changed much in decades, with high commissions and an opaque buying process. However, Redfin is changing the industry for the better, aiming to fulfill its mission to “Redefine real estate in the consumer’s favor.”

With a powerful value proposition, capable management, and a huge addressable market, Redfin is an up-and-coming Rulebreaker that investors should be receiving investors’ attention. Motley Fool Analyst Tim Beyers and Industry Focus Host Nick Sciple, both Redfin shareholders, break down Redfin’s competitive advantages, opportunities, and risks on this week’s episode.

Stocks Mentioned: RDFN, ZG

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Direct download: 20190523_IF_Energy_REUP.mp3
Category:Podcast -- posted at: 3:30pm EST

We highlight two biotech stocks making oral presentations that could move their share price next month. Plus, Emily Flippen discusses an SEC proposal that could change reporting requirements for early stage biotechs.

Stocks: RGNX BPMC

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Direct download: 20190522_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Chinese coffee company Luckin has aggressive plans to add thousands of stores and it's willing to lose a lot of money to do that. That puts it in competition with Starbucks though there might be enough customers for both. In addition Target sold out of its exclusive Vineyard Vines collection and that may not be a good thing.

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Direct download: 20190521_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In the latest installment of our Between Two Fools interview series, host Jason Moser sits down with Prudential (NYSE: PRU) CFO Ken Tanji to talk about financial wellness and what the company is doing to try to improve the financial wellness of Americans. Plus, Fool.com contributor Matt Frankel, CFP talks about why Green Dot (NASDAQ: GDOT) plunged after its recent earnings report, and you’ll also hear what stocks are on our radar this week. All this and more on this week’s episode of Industry Focus: Financials.

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Direct download: 20190520_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We've got our hands on the first report for recently public Pinterest! We dive in and try and figure out why the stock sold off 10% after earnings, and check in on 2018 IPOs Upwork and Docusign to see how they're faring after their first year on the market.

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Direct download: 20190517_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

If you took a hot shower this morning, there’s a good chance you got your hot water thanks to a product from A.O. Smith, America’s largest manufacturer of hot water heaters. Operating in an oligopoly market with growing demand as more of the world enters the middle class, A.O. Smith is up 9X over the last 10 years and counts itself among elite company as a dividend aristocrat.  With shares down today on a recent short report from J Capital Research, Motley Fool Analyst John Rotonti joins the show to break down the investment opportunities and risks surrounding A.O. Smith today.

Stocks Mentioned: AOS

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$50 off your first job post. Linkedin.com/fool  




Direct download: 20190516_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

It's a battle of the big bio's on this episode of Industry Focus Healthcare. Is Gilead Sciences finally overcoming its hep C headwind? Is Amgen beating back biosimilars? We dig into the details as we discuss which of these biopharma behemoths delivered better first quarter results. Stocks: GILD, AMGN

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Direct download: 20190515_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

You've undoubtedly been exposed to the multi-level marketing industry -- Facebook posts from people you went to high school with, phone calls asking you to come to Tupperware parties. Millions of Americans participate in the space, whether they call it "direct selling" "network marketing" or something else entirely. On this show, we explain why we won't invest in the industry, and how the average distributor tends to make out.

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$50 off your first job post. Linkedin.com/fool

Direct download: 20190514_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:41pm EST

In this installment of Industry Focus: Financials, we sit down for a chat with Fool analyst T.J. Piggott. Then, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest earnings from Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B), Square (NYSE: SQ), and Markel (NYSE: MKL). And, as always, the pair shares two stocks on the top of their watch list right now.

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Direct download: 20190513_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

In the digital ad world, the Google and Facebook swallow up most of the market share... and headlines. But there are a lot of smaller players in digital advertising that could be great ways to play the mega-trend. We run through their recent results on today's show.

Stocks: ROKU, TTD, TLRA

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Thanks Clear. Get your first two months of Clear for free by going to clearme.com/fool2019 and using promo code fool2019.

Direct download: 20190510_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With Chevron bowing out of the bidding for Anadarko Petroleum, it appears Occidental has won its bid for the Permian E&P giant, with help from Warren Buffett and Berkshire Hathaway. Motley Fool Contributor Matt Dillalo and Industry Focus Host Nick Sciple break down what the deal means for all the parties involved and take a look at Berkshire Hathaway’s earnings reported over the weekend.

Stocks Mentioned: BRK, OXY, CVX, APC, KHC, BAM, KMI

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

Earnings season continues to heat up and several medical device makers have reported their first-quarter results. In this episode of Industry Focus: Healthcare, host Shannon Jones and Brian Feroldi discuss why Abiomed (NASDAQ:ABMD) and Intersect ENT (NASDAQ:XENT) are off to a rough start in 2019 and why things couldn't be going better for Insulet (NASDAQ:PODD) and Novocure(NASDAQ:NVCR).  

Stocks mentioned: ABMD, XENT, PODD, and NVCR

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Direct download: 20190508_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Over the last nine months, African swine fever has ravaged the pig population in China, causing tens of thousands of animals to be culled from herds. Side effects from this disease will be lasting and wide reaching, affecting everything from global meat demand, the Chinese yuan, and even tariff talks between the U.S. and China. Motley Fool Contributor Dan Kline and Industry Focus Host Nick Sciple break down these issues and more, as well as discussing Charlie Munger’s recent statement that Amazon has more to fear from Costco than the other way around.

Stocks Mentioned: BYND, MCD, TSN, SAFM, PPC, JBSAY, ADM, BG, COST, AMZN

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Direct download: 20190507_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser and Industry Focus: Tech host Dylan Lewis tackle a real-life financial situation as Dylan tries to figure out what to do with a substantial stock gift he recently received. Plus Jason sits down with Motley Fool analyst Maria Gallagher on a new installment of Between Two Fools!

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Direct download: 20190506_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss the recent earnings reports from Ford and GM, including Ford’s recent $500 million dollar investment in EV developer Rivian.

Stocks Mentioned: GM, F

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Direct download: 20190502_IF_Bonus_Weekend.mp3
Category:Podcast -- posted at: 12:00pm EST

Shares of the leading ride-sharing company will hit the market soon, so how does giant Uber compare to already-public Lyft? We break that down, and talk results from Apple's most recent quarter.

Stocks: AAPL, UBER

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Direct download: 20190503_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Motley Fool Senior Auto Analyst John Rosevear returns to the show to discuss the latest Tesla news, from its recent earnings report, Investor Autonomy Day, its recent filing to raise capital, and more.

Stocks Mentioned: TSLA

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Direct download: 20190502_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

In this earnings brawl episode of Industry Focus Healthcare, diabetes disruptor Tandem Diabetes faces off against telehealth titan Teladoc. Place your bets, because the winner may surprise you.

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Direct download: 20190501_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST