Industry Focus

In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP wish a very happy 90th birthday to Warren Buffett, and share some of the greatest lessons we've learned from him over the years. Then, Frankel discusses why recent IPO Lemonade (NASDAQ: LMND) is at the top of his buy list right now, despite being a very young business in a competitive market, and Moser discusses why he's about ready to pull the trigger on Bill.com (NASDAQ: BILL).

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Direct download: 20200831_IF_Financials.mp3
Category:Podcast -- posted at: 3:50pm EDT

While the market has been crazy, it hasn't kept new entrants from joining. Today we talk about one of 2020s most hotly anticipated IPOs -- Snowflake. The company has big frenemies in the cloud space and a stellar net revenue retention figure, we unpack it all to see whether it's worth buying when it goes public.

Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT

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Direct download: 20200828_IF_Tech.mp3
Category:Podcast -- posted at: 3:44pm EDT

2020 has been a massive year for electric vehicles. Tesla and Nio have made new to all time highs, and Nikola Motor helped kick off an epic SPAC boom this summer. While Nikola Tesla’s namesake companies have dominated the headlines, we’ve seen a number of smaller EV companies come public, or announce plans to do so. At the same time, the market has rediscovered some EV-related stocks that had been public for years. Motley Fool Senior Auto Analyst John Rosevear joins the show this week to help shed some light on some of these less well-known EV players.

Stocks Mentioned: XPEV, LI, HCAC.U (Future CNOO), DPHC (Future RIDE), WKHS, NIO, TSLA, GM, VWAPY, SHLL

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Direct download: 20200827_IF_Energy.mp3
Category:Podcast -- posted at: 3:59pm EDT

Today we bring you one of the riskiest companies we’ve ever discussed on the show -- Nanox. This imaging company is trying to upend the industry by giving its products away for FREE. We talk about the potentially transformational technology and business model behind the company.

Stocks: NNOX

Producer Note: Due to technical issues we used our backup audio from Zoom.

Direct download: 20200826_IF_Wildcard.mp3
Category:Podcast -- posted at: 12:00pm EDT

We’ve taken a look at some of the most prolific and popular consumer goods stock since the outbreak of COVID-19, but what about some underserved winners? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to “serve the underserved” and take a deeper look at some of the most underrated consumer goods companies on the market today. 
Stocks: Ross (ROST), Boston Beer (SAM), Scotts MiracleGro (SMG), Mattel (MAT)

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Direct download: 20200825_IF_CG.mp3
Category:Podcast -- posted at: 3:39pm EDT

Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selling is at a 15-year low, and host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for the stock market and investors in general. Finally, the pair discusses an unpopular cost increase set to hit mortgage refinancers, and talk about why Rocket Companies (NYSE: RKT) and Bill.com (NASDAQ: BILL) are on their radar this week. 

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Direct download: 20200824_IF_Financials.mp3
Category:Podcast -- posted at: 4:04pm EDT

We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions.

Stocks: AMZN, PINS, UBER

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Direct download: 20200821_IF_Tech.mp3
Category:Podcast -- posted at: 2:53pm EDT

According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems.

 

Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A

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Direct download: 20200820_IF_Energy.mp3
Category:Podcast -- posted at: 4:01pm EDT

Chinese tech is in the news lately, with President Donald Trump teasing bans of Chinese apps. Special guest Rui Ma, co-host of the TechBuzz China podcast, joins The Motley Fool’s Ben Ra and Nick Sciple to discuss the state of Chinese tech today, paying special attention to fast-growing Chinese tech companies Pinduoduo and Bytedance (parent company of TikTok).

 

Stocks Mentioned: PDD, TCEHY, BABA

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Direct download: 20200819_IF_Wildcard.mp3
Category:Podcast -- posted at: 11:29pm EDT

In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in today’s episode.

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Direct download: 20200818_IF_CG.mp3
Category:Podcast -- posted at: 5:42pm EDT

Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment!

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Direct download: 20200817_IF_Financials.mp3
Category:Podcast -- posted at: 3:13pm EDT

Who doesn't love seeing their money multiply? On this episode, we talk about what makes a multibagger and three companies -- RedViolet, Endava, and Magnite -- that have 10X potential.

Stocks: MGNI, RDVT, DAVA

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Direct download: 20200814_IF_Tech.mp3
Category:Podcast -- posted at: 3:56pm EDT

By overwhelming listener demand, we’re covering Brookfield Renewable Energy (Partners & Corporation) as well as where we look for renewable energy investments and why. Motley Fool Contributor Jason Hall is this week’s guest. 

Stocks Mentioned:  BEP, BEPC, BIP, BIPC, AY, CWEN, CWEN.A

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Direct download: 20200813_IF_Energy.mp3
Category:Podcast -- posted at: 4:04pm EDT

This week, Motley Fool Advisor Aaron Bush, of MasterTheMeta fame, joins Host Emily Flippen to break down how the gaming landscape in China has evolved in the wake of new geopolitical tension. What does the future hold for the largest gaming company in the world? What would a merger of equals mean for the streaming landscape in the Middle Kingdom? Tune in to find out!

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Direct download: 20200812_IF_Wildcard.mp3
Category:Podcast -- posted at: 4:00pm EDT

T-Mobile has officially overtaken AT&T to become the nation’s second largest carrier - but what does this mean for the company branded as the “un-carrier” and telecoms at large? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to unpack T-Mobile’s recent news as well as take a retrospective look at what has made T-Mobile such a formidable competitor.

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Direct download: 20200811_IF_CG.mp3
Category:Podcast -- posted at: 3:45pm EDT

On this week’s episode of Industry Focus: Financials host Jason Moser chats with Motley Fool analysts Dan Caplinger and Jason Hall about recent earnings reports from Berkshire Hathaway and Markel as well as what the current interest rate environment means for investors looking to maximize returns on cash!

BRK.B MKL

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Direct download: 20200810_IF_Financials.mp3
Category:Podcast -- posted at: 6:20pm EDT

It's been a good year to be in tech. The Tech heavy NASDAQ has put up over 20% YTD returns, while the S&P 500 has been relatively flat. But some names in tech have put those returns to shame. On this episode we run through four of the best performing tech stocks YTD and debate whether their runs could continue.Stocks: OSTK, ACMR, FVRR, FSLY

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Direct download: 20200807_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Sports have been a constant topic of discussion this year. Will they play? How will they handle COVID? This week, we ask a couple of different questions: (1) What can sports, specifically college football, teach us about investing? and (2) How might cancellation (or limitation to college play to only in-conference games) impact the economy? Jason Hall joins the show to help answer these questions and more. Whether you like college football or not, we hope this episode inspires you to look for investing lessons in some of your favorite hobbies and pastimes. You’ll be surprised at what you can learn if you stop and look around. 

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Direct download: 20200806_IF_Energy.mp3
Category:Podcast -- posted at: 2:49pm EDT

Wildcard Wednesday host Jason Moser chats with Founder and CEO of LivePerson Rob LoCascio. Make sure to tune in as they talk more about LivePerson's most recent quarterly results, the company's business during the pandemic, how its Conversational Cloud platform is changing the consumer experience and much more! LPSN

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Direct download: 20200805_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:42pm EDT

Back as promised! Host Emily Flippen welcomes back Motley Fool contributor Dan Kline to follow-up on yesterday’s discussion on Planet Fitness in light of the company’s most recent earnings report.

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Direct download: 20200805_IF_CGBonus.mp3
Category:Podcast -- posted at: 12:49pm EDT

Motley Fool contributor Dan Kline joins Host Emily Flippen to take a deep dive into one of the hottest fitness stocks on the market today, and no, it’s not Peloton. Planet Fitness has struggled as the pandemic forced many of its clubs to close down, but does the work-from-home trend benefit or hurt this discount gym over the long term? Join us as we take a deeper look at Planet Fitness ahead of its earnings report on the 4th.

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Direct download: 20200804_IF_CG.mp3
Category:Podcast -- posted at: 4:56pm EDT

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at PayPal's (NASDAQ: PYPL) excellent second quarter, as well as the latest results from SVB Financial (NASDAQ: SIVB). Plus, Apple (NASDAQ: AAPL) recently announced an acquisition of a startup that turns iPhones into payment terminals (sound familiar?). Finally, as earnings season continues in full swing, hear what the pair are watching as Square (NYSE: SQ) and Bill.com (NASDAQ: BILL) report later this week. 

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Direct download: 20200803_IF_Financials.mp3
Category:Podcast -- posted at: 5:55pm EDT