Industry Focus (Podcast)

We take a deep-dive into a stock in our own portfolios: Corning (GLW). We cover the history of the company, its recent underperformance, our appreciation for its long-term focused management team, and why it’s set for growth. Stocks mentioned: Corning (GLW).

Direct download: IF_07192018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new spin on an old drug could dent demand for Epidiolex, a marijuana-based epilepsy drug. Plus, here's how important Medicare and Medicaid are to UnitedHealth Group's profits.

Direct download: IF_healthcare_07182018.mp3
Category:Podcast -- posted at: 3:30pm EDT

We tackle a listener question from Ryan, who wants to know whether this big box consumer electronics retailer could be a long-term value play with its stable growth and dividend. Best Buy recently came out of its 5-year turnaround effort, and management is now focused on a “New Blue”.

Direct download: IF_07172018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

The “big four” U.S. banks – JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Bank of America (NYSE: BAC), and Citigroup (NYSE: C) – have all reported their second-quarter earnings. In this episode of Industry Focus: Financials, host Michael Douglass and contributor Matt Frankel discuss the winners and losers, as well as some sector trends investors should be aware of.

Direct download: IF_financials_07162018.mp3
Category:Podcast -- posted at: 3:30am EDT

This Chinese consumer tech company has come up on our show several times as a competitor to U.S. firms in the smartphone and wearables space. But today, we focus on Xiaomi, as its shares have just hit the Hong Kong exchange.

Direct download: IF_07132018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss renewable yieldcos; Pattern Energy Group (PEGI), TerraForm Power (TERP), Brookfield Renewable Partners (BEP), and NextEra Energy Partners (NEP). Also, we break-down what exactly MLPs and C-corps are and what they mean for investors.

Direct download: 20180712_IF_Energy_JULY_12.mp3
Category:Podcast -- posted at: 3:30pm EDT

Promo: Biogen and Eisai rolled out encouraging data for one of their Alzheimer's disease drugs last week. Also, why is's purchase of PillPack so important? Stocks: BIIB, AMZN, WBA, CVS, RAD

Direct download: IF_Helathcare_07.11.2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

With its IPO expected to price later this summer, Sonos will be the rare, pure-play option for investors eyeing the fast-growing smart speaker market. Can this $1 billion business go head to head with some of the world’s largest companies?

Direct download: 20180710_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:51pm EDT

When it comes to U.S. banks, there are four that are in a league of their own when it comes to size – JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), and Wells Fargo (NYSE: WFC). In this episode of Industry Focus: Financials, host Shannon Jones and banking specialist Matt Frankel take a closer look at the big four and what investors should know when evaluating these institutions.

Direct download: IF_07092018_Final.mp3
Category:Podcast -- posted at: 3:43pm EDT

We run through questions about the software-as-a-service market: what metrics to watch, what to expect from the industry, and what companies we're excited about. Stocks: CRM, SHOP, APPF, BL

Direct download: 20180706_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT