Industry Focus

We've got our hands on fresh data on the smart speaker and wearables markets from research firm Canalys. We unpack the shifts going on in both markets, the winners and losers, and how these devices play into each companies strategy.

Stocks: AMZN, GOOGL, AAPL, BIDU, BABA, FIT

Check out more of our content here:

Download their FREE guide, “Seven Key Strategies to Grow your Profits”
today at NetSuite.com/fool

Direct download: 20190829_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Tesla just can’t stay out of the news. With a spate of lawsuits and critical articles surrounding Tesla solar dropping this week (including a new article by Vanity Fair author Bethany McLean) + the rollout of Tesla solar, Foolish Analyst Jim Mueller joins the show to break it all down. 

Stocks Mentioned: TSLA

Check out more of our content here:

Direct download: 20190829_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Looking for a caregiver for a parent or child? You're not alone. Americans spend over $335 billion every year on care for people, homes, and pets. Unfortunately, finding the right caregiver is getting harder because of aging America and lower unemployment. To make it easier, both public and private companies are disrupting the process with online platforms that simplify finding, paying, and providing care. Are these matchmakers a good investment? Stocks: CRCM

Check out more of our content here:

Thanks Netsuite. Get the FREE guide, “7 Key Strategies to Grow your Profits," at www.NetSuite.com/Fool.

Direct download: 20190828_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Motley Fool Canada's Joey Solitro take a look at the most recent quarter for the African ecommerce company Jumia and then dig into the latest on Disney with its recently announced partnership with Target as well as its Disney+ streaming service set to launch November 12. Then be sure to listen as they wrap things up with two stocks investors should be watching!

Check out more of our content here:

Direct download: 20190827_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

With tons of regulatory uncertainty and reports that some key partners are having second thoughts, will Facebook (NYSE: FB) still move forward with its Libra cryptocurrency? And negative interest rates are more prevalent than you might think around the world, but what would happen if they came to the U.S. markets? Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from foreign fintech favorites StoneCo (NASDAQ: STNE) and PagSeguro Digital (NASDAQ: PAGS). All this and more on this week’s episode of Industry Focus: Financials.

Check out more of our content here:

Direct download: 20190826_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Premium analyst Joey Solitro comes on the show to give listeners three software companies he owns and is very excited about -- Yext, Elastic, and PagerDuty. We break down the space each company operates in, the big numbers that have us excited about each, and some things to keep in mind while you're looking at SaaS businesses.

Stocks: PD, ESTC, YEXT

Check out more of our content here:

Direct download: 20190823_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

 The shale revolution is a case study in innovation. The onset of horizontal drilling and hydraulic fracturing catapulted the USA to the top among global oil producers and created a 100 year surplus of natural gas supply. However, the exploration and production companies that drove the shale revolution haven’t enjoyed in the gains, generating chronically negative cash flows and poor earnings. Motley Fool Contributor Jason Hall joins the show to dive into why profits have been so hard to come by for shale producers and where else investors might look to profit from the disruption shale production has caused.

Stocks Mentioned: AR, OXY, TELL, GTLS, PSX, EOG

Check out more of our content here:



Direct download: 20190822_IF_Energy.mp3
Category:Podcast -- posted at: 4:09pm EST

Earnings season is coming to a close and we’re looking back at what happened at four of our favorite med-tech companies. Inogen and Abiomed both tanked followed their earnings release while ShockWave Medical and Guardant Health both soared. Has the thesis long-term thesis for owning these stocks changed following their second-quarter results?

Check out more of our content here:

Direct download: 20190821_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:35pm EST

Booking,com and Expedia both have pretty similar business models. At their core, both companies sell travel bookings -- hotels, airfares, and rental cars primarily -- and they do so in a variety of different ways. Each company collects a fee for each booking it completes, acting as a middleman. That’s a strong business which requires no inventory but it’s also a model that comes with the risk of partners creating stronger direct relationships with their customers.  

Check out more of our content here:

Direct download: 20190820_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Thanks to a scathing report from Madoff whistleblower Harry Markopolis, General Electric (NYSE: GE) shares plunged 11% in a single day. Is this just market noise or something more? Plus, Federal Reserve Chair Jay Powell is set to deliver much-anticipated remarks on Thursday, and investors hope he gets aboard the rate-cutting train. And as always, host Jason Moser and Fool.com contributor Matt Frankel, CFP share the stocks on the top of their watch lists this week. All of this and more on this week’s Industry Focus: Financials show.

Check out more of our content here:

Direct download: 20190919_IF_Financials.mp3
Category:Podcast -- posted at: 5:27pm EST

Co-working and co-living innovator WeWork has filed its prospectus in preparation for an IPO later in 2019. We dig into the numbers, explain why the business isn't really a tech company, and walk through the struggles the company will likely have in becoming profitable.

Check out more of our content here:

Direct download: 20190816_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

The history of the car is a story of how a new technology reshapes society, becomes part of its cultural identity, and is intertwined with a nation’s infrastructure. That history has shaped the world into which driverless vehicles may soon enter. Dan Albert, car critic at N+1 magazine and author of the new book Are We There Yet: The American Automobile Past, Present, and Driverless, joins the podcast to discuss the history and cultural impact of the American car and where it may be headed as we transition toward a more electric, driverless future. 

Stocks Mentioned: TSLA, GM, F, TMC, HMC, VWAPY

Check out more of our content here:

Check Out Dan’s Book Here!


Direct download: 20190815_IF_Energy_ReExport.mp3
Category:Podcast -- posted at: 3:30pm EST

The FDA is investigating Novartis' subsidiary AveXis because AveXis may have manipulated data on Zolgensma, a gene therapy with a sky-high price tag and blockbuster potential. Here's what could happen next. Also, Exact Sciences goes all in on cancer diagnostics. Why the Cologuard-maker is spending $2.7 billion in a push deeper into genetic testing.

Check out more of our content here:

Direct download: 20190814_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

JC Penny is reportedly in talks to make some adjustments to its debt obligations -- we break down why even restructured financing isn't enough to right the ship for the struggling retailer and why a reverse stock split could be on the horizon. Then we hit some news items from Nike that hint at where the retail and apparel industries are going.

Stocks: JCP, NKE

Check out more of our content here:

Direct download: 20190813_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Kevin Bennett, CEO of MotoRefi, a company focused on helping consumers save through refinancing their vehicle. Then listen in as Jason wraps up with a few thoughts on how investors can handle crazy news cycles.

Check out more of our content here:

Direct download: 20190812_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We're back with another _________ of __________ type business, this time we're talking about the Amazon of Africa, Jumia. The first African tech company to list on the NYSE shined in the weeks after its debut, but shares have come back down to IPO price as the dust has settled and some have warned of potential issues with the business. Should investors be eyeing this MercadoLibre wannabe?

Check out more of our content here:

Thanks to NetSuite for supporting the show. Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool

Direct download: 20190809_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

Tesla is the most divisive company on the stock market, and it’s not close. Like most highly polarized topics, the truth is probably somewhere in the middle. To bridge that gap, Motley Fool Contributor Brian Feroldi, who is long Tesla shares, joins Industry Focus Host Nick Sciple, who is short Tesla via put options, to break down the facts surrounding the company and the reasoning behind their positions. We hope this discussion helps listeners form their own, independent conclusions about the stock. 

Stocks Mentioned: TSLA

Check out more of our content here:



Direct download: 20190808_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

The U.S. spends more than $24 billion each year on medical devices that help treat respiratory diseases, which is an enormous market opportunity. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to talk about three innovative medical device companies — Inogen, Resmed, and Inspire Medical -- that are all major players in this growing industry and they share their opinion on whether or not these deserve a spot in your portfolio.

Stock mentioned; INGN, RMD, INSP

Check out more of our content here:

Direct download: 20190807_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On July 9, Virgin Galactic, Richard Branson’s space tourism venture, announced plans to go public via a deal with Social Capital Hedosophia Holdings Corp., a special purpose acquisition company created by Social Capital CEO Chamath Palihapitiya. This represents the first time public investors will be able to invest directly in the recreational space industry. Motley Fool Contributor Luis Sanchez joins the podcast for the first time to break down the business, its financial prospects, and how it stacks up against the other major players in the industry, SpaceX and Blue Origin.

Stocks Mentioned: IPOA

Check out more of our content here:

Direct download: 20190806_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In the latest edition of our Between Two Fools interview series, Fool.com contributor Matt Frankel, CFP sits down for an interview with Steve Streit, founder and CEO of Green Dot Corporation (NYSE: GDOT). Plus, Frankel and host Jason Moser dive intoSquare’s (NYSE: SQ) recent earnings release and the surprise announcement of the sale of its Caviar foodservice platform, and also take a look at Capital One’s (NYSE: COF) data breach and what it could mean for investors. All of this and the stocks we’re watching now in this week’s episode of Industry Focus: Financials.

Check out more of our content here:

Direct download: 20190805_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Online education business 2U reported earnings this week, and while the past quarter's numbers were fine it seems like the growth story for the company might be changing. Simon Erickson, lead advisor of Motley Fool Explorer joins us to explain what's going on at 2U and why the stock sold off over 60%.

Check out more of our content here:

Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75.

Direct download: 20190802_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

 Social and environmental issues have become more and more important in recent years, and investing hasn’t been spared from this trend. As a result, there has been a steady increase in investing based on Environmental, Social, and Governance factors, commonly known as ESG investing. Although ESG is growing in importance, many investors are still unaware of its existence. Motley Fool Analyst Maria Gallagher joins the show to introduce investors to ESG and share one of her favorite ESG investments, Trex. 

Stocks Mentioned: TREX

Articles Mentioned:

The Motley Fool’s ESG Hub

The Motley Fool’s ESG Investing Framework

ESG Investing: Is Trex a Responsible Investment

Check out more of our content here:

Direct download: 20190801_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

1