Industry Focus (Podcast)

 Per a listener request on Twitter, we’re diving into the defense industry with Industry Focus contributor Lou Whiteman. On the first half of the show, we take a look at the winners and losers from the most recently proposed defense budget. On the back half of the show, we discuss Leidos (NYSE:LDOS), the biggest IT business in the defense industry and an interesting way to play increased “techification” of the defense industry. 

Stocks Mentioned: NOC, GD, HII, OSK, TXT, LMT, RTN, LDOS, AMZN, MSFT, SAIC

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Direct download: 20200227_IF_Energy.mp3
Category:Podcast -- posted at: 3:09pm EST

Host Emily Flippen sits down with the founder and CEO of GraniteShares, Will Rhind, to talk about NYSEARCA: XOUT - a new ETF focused not on what you should add to your portfolio but what you shouldn’t.

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Direct download: 20200126_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

Asit Sharma joins this week to discuss some of the trendiest consumer goods stocks- including fake meat and fake space travel. But no good theoretical discussion is good without a slice of very real pizza on top.

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Direct download: 20200225_IF_CG.mp3
Category:Podcast -- posted at: 3:50pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser takes a look at 5 of his favorite passages from Warren Buffett's most recent shareholder letter. Then make sure to catch Matt Frankel's conversation with Marcos Rosenberg, Head of U.S. Deposits with Marcus by Goldman Sachs!

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Direct download: 20200224_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Ben Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses  game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.



Direct download: 20200222_IF_BenHunt_Bonus.mp3
Category:Podcast -- posted at: 12:00pm EST

The Amazon/PayPal/Square/eBay/Craigslist of Latin America MercadoLibre reported earnings in February and it was another blowout quarter for the company. The company's more mature e-commerce business is still going strong, but it has found a huge growth lever in its Mercado Pago payments platform. We explain how more and more Mercado Pago transactions are happening off-platform and why that's a good thing for investors.

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Stocks: MELI

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Direct download: 20200221_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

For the past month, coronavirus has dominated headlines worldwide. However, much of the market has ignored those concerns… except for the energy markets. Motley Fool Contributor Jason Hall joins the show to discuss how he’s handling coronavirus concerns as well as a couple of his recent stock purchases, Jeff Bezos’s $10 billion donation to fight climate change, and a listener question on Pattern Energy.

Listen to the end to hear Jason, Austin, and Nick’s hottest takes on the Astros cheating scandal. 

Stocks Mentioned: AAPL, HLT, F, SPCE

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Direct download: 20200220_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

One in seven healthcare dollars in the United States are spent on diabetes and its related complications. That’s a huge burden for patients and for insurance companies. Thankfully, businesses are working to improve the outcomes for patients. Industry Focus Contributor Brian Feroldi joins the show to dive into three companies trying to improve diabetes treatment and monitoring: Dexcom, Tandem Diabetes, and Insulet.

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Stocks Discussed: DXCM, TNDM, PODD

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Direct download: 20200219_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Dan Kline joins Emily Flippen to debunk the myth of the “retail apocalypse” , what he sees as driving the sector's underperformance, and what could have gone different to save the industry.

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Direct download: 20200218_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Investors finally have closure on the Sprint/T-Mobile deal, we explain the decision, what it says about Sprint and T-Mobile, and what it all means for major Sprint shareholder Softbank. Then we switch gears and talk about the FTC's new focus on small acquisitions made over the past few years by Apple, Amazon, Google, and Microsoft.

Stocks: AAPL, AMAN, GOOG, GOOGL, MSFT, TMUS, S

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Direct download: 20200214_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Industry Focus Contributor Matt DiLallo joins the show to help tackle some of your questions! Topics include: Water Utilities, Investing in Natural Gas, Whether Antero Midstream is a Dividend Play or Dividend Trap, Opportunity Zones, Lithium, and one stock Matt loves right now. 

Stocks Mentioned: NEE, BAM, BIP, BEP, SQM, AM, AR, AY, AOS, DHR

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Direct download: 20200213_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

We've got three under the radar healthcare stocks for your watchlist. Contributor Brian Feroldi hops on to talk Semler Scientific, LaMaitre Vascular, and Fulgent Genetics.

Stocks: SMLR, FLGT, LMAT

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Direct download: 20200212_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

There has been a prospectus making a big splash in a year where IPOs have been anything but exciting. Motley Fool contributor Jason Hall and host Emily Flippen break down Warner Music's new filing and its intent to go public- letting you know what is to love and hate about this music giant.

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Direct download: 20200211_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from Markel (NYSE: MKL) and why we’re so excited about the company’s future. Then, Frankel discusses four of his favorite ways to invest in retail through the real estate industry. Plus, we read some more of our listener’s most recent stock purchases and reveal the stocks we’re watching this week.

Direct download: IF_02.10.2020_final.mp3
Category:Podcast -- posted at: 2:06pm EST

Spotify made some big purchases in 2019, buying up Gimlet and two other companies for $400 million. This week, it doubled-down on its podcast bet, announcing it was buying Bill Simmons' media outlet The Ringer. We explain how podcasts fit into Spotify's strategy and check in Google's YouTube now that Alphabet has started breaking out its revenue contribution.

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Stocks: SPOT, GOOG, GOOGL (edited) 

Direct download: 20200207_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Last week, we sat down with Tracy Shuchart to discuss the current state of the oil market. Tracy is an expert on the oil and gas market, working as an oil futures trader and managing an energy-focused portfolio for a family office. She’s also built a huge following on Twitter through her @chigrl account, where she shares what she’s watching in the market each day. 

Topics include why shale drillers could be due for a wave of bankruptcies, coronavirus, how changing tanker fuel standards are impacting oil demand, and why a product glut is weighing down the oil market. We hope you’ll enjoy our conversation!

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Direct download: 20200206_IF_Energy_reup.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Fool healthcare analyst and IF favorite Shannon Jones to catch up on the latest regarding the coronavirus as well as three big healthcare earnings reports and the stock you need to have on your watch list!

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Direct download: 20200205_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20200204_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Visa (NYSE: V) and PayPal (NASDAQ: PYPL) recently released their fourth quarter earnings. On this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the numbers and what it means going forward. We’ll also hear about Berkshire Hathaway’s (NYSE: BRK-A)(NYSE: BRK-B) latest investment move and why Jason and Matt are watching Goldman Sachs (NYSE: GS) and Chipotle (NYSE: CMG) this week.

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Direct download: IF_financials_02.03.2020.mp3
Category:Podcast -- posted at: 3:45pm EST

WWE stock plunged more than 20% on Friday following the surprise departure of its co-presidents. Dan Kline joins the show to break down the news, as well as Penn National Gaming’s recent investment in Barstool Sports. Finally, Dan, Austin, and Nick give their picks for the Super Bowl game and some of the most interesting prop bets on the board. 

Stocks Mentioned: WWE, PENN, PDYPY, DEAC

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Direct download: 20200131_SaturdayBonus.mp3
Category:Podcast -- posted at: 12:00pm EST

 After years of hype, self-driving cars have entered a Trough of Disillusionment, as optimistic company deadlines for debuting robotaxi services have come and gone. Co-host of the Autonocast Ed Niedermeyer joins Motley Fool Senior Auto Analyst John Rosevear and host Nick Sciple to discuss the current state of the autonomy industry. Topics include the recent Cruise Origin vehicle reveal, Uber’s self driving aspirations, regulatory barriers to driverless cars, and Ed’s recent book Ludicrous: The Unvarnished Story of Tesla Motors.

Stocks Mentioned: GM, F, TM, GOOG, APTV, TSLA, HMC, HYMTF, NSANY, UBER, LYFT, DPZ

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Direct download: 20200130_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Matt Anderson from Vanguard Scientific joins the show this week from MJBizCon to talk about the ins-and-outs of what retail investors should know when making the decision to invest in cannabis, and if there's truly any more green left in the beaten down segment.

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Direct download: 20200129_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

The fast food chicken wars are heating up and they’re moving to mornings. Host Emily Flippen is joined by Motley Fool contributor Dan Kline to break down what McDonald’s is doing with its breakfast chicken sandwiches and what that means for shareholders. The two also discuss the latest retail and restaurant bankruptcies while debunking exactly why those companies have failed.

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Direct download: 20200128_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the impressive fourth-quarter results from JPMorgan Chase (NYSE: JPM) and Morgan Stanley (NYSE: MS). Plus, the pair discusses how investors should react to stock market sell-offs like we’re seeing today. Finally, Moser reads some of the latest stocks our listeners bought and he and Frankel share why they’re watching the Vanguard REIT ETF (NYSEMKT: VNQ) and Ameris Bancorp (NASDAQ: ABCB).

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Direct download: 20200127_IF_Financials_REUP.mp3
Category:Podcast -- posted at: 3:30pm EST

Netflix reported earnings and the market was scared by management's admission that new competitors ate into U.S. subscriber growth, we unpack that and give an update on the newest entrant of the 1,000,000,000,000 club, Alphabet.

Stocks: GOOG, GOOGL, NFLX, DIS

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Direct download: 20200124_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here).  The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group  have to improve monetization, and in this bonus episode we dive into even more topics, including investing in Bangladesh and how to get the most out of Twitter

Stocks Discussed: MTCH, FB, MOMO

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Direct download: 2020_IF_OnlineDating_FullInterview.mp3
Category:Podcast -- posted at: 1:00pm EST

Matt DiLallo joins the show to share what he looks for in a dividend stock and his three favorite dividend-paying stocks right now.

Stocks Mentioned: EPD, BIP, NEE, MA, JNJ

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Direct download: 20200123_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here). The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group  have to improve monetization.

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Stocks Discussed: MTCH, FB, MOMO

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Direct download: 20200122_IF_Wildcard_reUp.mp3
Category:Podcast -- posted at: 3:41pm EST

Analyst Asit Sharma joins Emily Flippen as they take a deep dive into the cruise industry- discussing everything from industry dynamics and headwinds to tailwinds and specific stocks.

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Direct download: 20200121_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 Huntley Garriott, President of Live Oak Bank to learn more about Live Oak’s tech platform and specialty lending business, how he sees the banking environment taking shape for 2020 and beyond, and much more!

Stocks: LOB, GS, SQ Thanks Health IQ.

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Direct download: 20200117_IF_Financials_MLKDay.mp3
Category:Podcast -- posted at: 3:30pm EST

Recent reports from App Annie and eMarketer give us a refresh on the social media space, we dig in and talk about how it all affects Pinterest, Snap, and Bytedance's TikTok.

Stocks: SNAP, PINS, FB, TWTR

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Direct download: 20200117_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

On Monday, Brookfield Renewable Energy Partners offered to buy the rest of Terraform Power that it didn’t already own. Jason Hall joins the show to share what this deal means for investors and to lay out a couple renewable yieldcos listeners may want to add to their watchlists after Pattern Energy and Terraform Power have been bought out over the past year.

Stocks Discussed: BEP, TERP, BIP, AY, CWEN

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Direct download: 20200116_IF_Energy.mp3
Category:Podcast -- posted at: 4:23pm EST

“Mass Personalization” has become one of the biggest trends in consumer goods products of the past decade. While not all companies have embraced the change, Motley Fool advisor Tim Beyers sheds light on some companies that have succeeded in reaching large audiences with seemingly tailored experiences.

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Direct download: 20200114_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:51pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Matt Argersinger, lead advisor of Mogul, The Motley Fool's real estate investing service to talk about the opportunities for investors in real estate today, what he sees on the horizon for 2020 and much, much more!

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Direct download: 20200113_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Reports circulated this week that food delivery company Grubhub could be on the sales block and there seem to be interested buyers. We explain why the upstart has been struggling and why a buyout could make sense. After that, we unpack Spotify's announcement that it's investing podcast ad technology and why it could be a gamechanger for the streaming music company.

Stocks: GRUB, SPOT

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Direct download: 20200110_IF_Tech.mp3
Category:Podcast -- posted at: 4:41pm EST

It’s been a busy week of news in the oil and gas industry driven by conflict between the U.S. and Iran as well as one of the largest oil finds in years down in South America. Motley Fool Contributor Matt DiLallo joins the show to break down these stories and share why Chesapeake Energy, the highest owned oil and gas stock on Robinhood, belongs nowhere near your portfolio.

Stocks Mentioned: APA, TOT, XOM, HES, CVX, KOS, CHK, FANG

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Direct download: 20200109_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with senior analyst Aaron Bush for an in depth conversation on the state of the gaming industry and where he sees things headed. Whether you're a seasoned gamer and investor or just ready to expand your circle of competence to a new space this is an episode you won't want to miss!

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Direct download: 20200108_IF_WildCard.mp3
Category:Podcast -- posted at: 3:23pm EST

Host Emily Flippen is joined by Dan Kline direct from his hotel room in Las Vegas, sight of the annual Consumer Electronics Show. Dan and Emily break down the hype and help you learn what new tech may actually impact your life. The two also take a quick aside and talk about Yum! Brands buying the parent company of Habit Burger.

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Direct download: 20200107_IF_CG.mp3
Category:Podcast -- posted at: 1:38pm EST

In early 2019, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP each picked a stock they were watching for 2019. Well, now that the year has wrapped up, it's time to take a look back and see how they did. Then, Moser and Frankel share their picks for 2020 with listeners -- one mall owner and one of our favorite fintechs. Plus, hear our takes on Berkshire Hathaway's (NYSE: BRK-B) latest leadership shakeup and the departure of Green Dot (NYSE: GDOT) CEO Steve Streit. 

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Direct download: 20200106_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We're kicking off 2020 with an episode full of your questions on using margin, working down your watch list to something actionable, and whether it's better to own stocks or ETFs

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Direct download: 20200203_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With 2020 just beginning, Motley Fool Contributors Matt DiLallo and Jason Hall join the show to preview the year ahead for the energy markets. 

Stocks Mentioned: BEP, BAM, L, BRK-A, BRK-B, CVX, CLNE, CXO, FANG, DVN, MRO, XOM, COP, TSLA, ET, TELL

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Direct download: 20200102_IF_Energy_ReUp.mp3
Category:Podcast -- posted at: 3:30pm EST

All of the Industry Focus hosts get together to pitch some of their top stocks for 2020 and to talk about the shelf life of some of the major trends that have shaped the past decade.

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Direct download: 20191218_IF_Holiday_WEDNESDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

The Industry Focus hosts get together for a roundtable discussion of the major stories of 2019 -- WeWork, the elimination of investing fees, and the CBD explosion -- and explain how they've shaped the market.

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Direct download: 20191218_IF_Holiday_TUESDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

All of the Industry Focus hosts get together to talk about the last ten years -- the trends that ruled the market and some fun facts that paint the picture of where we were and how we got to 2019.

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Direct download: 20191218_IF_Holiday_MONDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

We take a look at the IPO market in 2019 and talk about some of the major public debuts like Uber, Lyft, and Slack. Plus we name some companies we'd like to see public in 2020.Stocks: UBER, LYFT, WORK

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Direct download: 20191220_IF_Tech.mp3
Category:Podcast -- posted at: 3:51pm EST

Motley Fool Senior Analyst Buck Hartzell joins the podcast to discuss Loews, a Berkshire Hathaway-esque conglomerate with exposure to insurance, offshore oil, natural gas pipelines, hotels, and consumer packaging. We’ll discuss the company’s strategy and why the stock could present a compelling value to investors today.  

Stocks Mentioned: L, CNA, DO, BRK-B, BRK-A

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Direct download: 20191219_IF_Energy.mp3
Category:Podcast -- posted at: 3:26pm EST

The annual American Society of Hematology (ASH) conference has historically been fertile ground for revolutionary advances in the treatment of blood disorders and cancers. This year was no exception. Impressive results in multiple myeloma, beta thalassemia, acute myeloid leukemia, hemophilia, and chronic lymphocytic leukemia could reshape treatment, generating billions of dollars in sales for the companies responsible for them. Listen in to learn more about ASH 2019's biggest stories, and the stocks that could benefit. Stocks: JNJ, BMY, BLUE, GSK, FTSV, QURE, MRK, ARQL.

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Direct download: 20191218_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

With the advent of social media marketing and e-commerce, it’s easier than ever for new brands to emerge. As a result, the last decade has seen incredible growth in direct to consumer (DTC) sales. Foolish Analyst Abi Malin joins the show to break down the DTC trend, what’s driving it, and ways investors can profit from it.

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Direct download: 20191217_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at recent fintech IPO Bill.com (NASDAQ: BILL). Then, Frankel looks at real estate investment trusts CoreSite (NYSE: COR) and Innovative Industrial Properties (NYSE: IIPR) as unique plays on some of the latest trends in technology and medical cannabis, and Moser takes a deeper dive into Mitek (NASDAQ: MITK). Plus, we look at some of the latest stocks that our listeners (and we) bought.

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Direct download: 20191216_IF_Financials.mp3
Category:Podcast -- posted at: 3:38pm EST

We explore just how big Cyber Monday was courtesy of data from the National Retail Federation and Adobe Analytics, plus we talk about the trends fueling the growth and one big winner.Stocks: AMZNThanks to Brave for supporting Industry Focus. Change your browser experience today by switching to Brave at brave.com/FOOL.

Direct download: IF12142019_final.mp3
Category:Podcast -- posted at: 3:30pm EST

We look back at the major changes in the smartphone, streaming, and smart home markets over the past decade to explore how we got to to 2020, and talk about a couple products that whiffed over the last 10 years.

Stocks: AAPL, AMZN, ROKU, GOOGL, GOOG, NFLX

Direct download: IF12132019_final.mp3
Category:Podcast -- posted at: 4:24pm EST

For the better part of a year, the Boeing 737 MAX has dominated headlines surrounding Boeing. Nevertheless, onlookers are still left with nearly as many questions as answers. Motley Fool Contributor Lou Whiteman joins the show to update us on the latest in the 737 MAX saga and discuss where Boeing’s business and stock could go from here. 

 

Stocks Mentioned:BA, EADSY, LUV

 

Check out this article for more of Lou’s thoughts on Boeing and Airbus.

 

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Direct download: IF_energy_12122019_final.mp3
Category:Podcast -- posted at: 5:22pm EST

The number of Americans over age 65 and age 85 will double and triple, by 2050, respectively; and many of these seniors will want to stay in their homes as long as possible.  In today's show, Shannon Jones interviews Mark Switaj, CEO of Roundtrip, a  privately held investment with our sister company, Motley Fool Ventures, to discuss aging in place and why investors ought to be paying attention. Also, healthcare investor Todd Campbell joins Jones to highlight a handful of companies that could benefit big from this emerging trend, including LHC Group, Teladoc, and Livongo Health. Stocks: LHCG, TDOC, LVGO, ADT, AMZN, CVS

Direct download: IF_healthcare_12112019_final.mp3
Category:Podcast -- posted at: 5:16pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser sits down with Brightline Interactive's Sophia Moshasha, co-host of the Everything VR & AR podcast to talk more about the future of AR, VR, and MR, as well as the state of women in tech and much more!

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Direct download: IF_CG_09182019_final.mp3
Category:Podcast -- posted at: 3:37pm EST

In this week’s installment of Industry Focus: Financials, host Jason Moser sits down for an interview with Caroline Feeney, CEO of Individual Solutions for Prudential Financial to discuss the evolving role of women in the financial industry. Plus, Moser and Fool.com contributor Matt Frankel, CFP take a closer look at five bold stock market predictions for 2020. Spoiler alert: They’re a bit more negative than last year’s.

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Direct download: 20191209_IF_Financials_Final.mp3
Category:Podcast -- posted at: 3:30pm EST

Global trends toward reducing pollution have natural gas demand poised to spike in the coming years. At the same time, fracking has opened up massive surpluses of natural gas in the United States, pushing domestic natural gas prices well below those around the globe. Together, these developments create a massive opportunity to export natural gas from the U.S. to the rest of the world. To do that, requires turning natural gas into a liquid, also known as liquefied natural gas (LNG).

Motley Fool contributor Jason Hall joins the show to break down the opportunity and discuss ways to invest in LNG, from pure-plays, to picks and shovels, to lower risk integrated producers, midstream players, and utilities. 

Stocks Mentioned: LNG, TELL, NEXT, GTLS, RDS-A, RDS-B, CVX, KMI, D

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Direct download: 20191205_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Second generation marijuana products including edibles and beverages launch in Canada's marijuana market this month, but there's still a lot of headwinds facing marijuana stocks. Is it safe to buy? Also, the potential to reshape how doctors treat patients at risk of cardiovascular disease has led to Novartis acquiring The Medicines Company for $9.7 billion. Will this be money well spent?

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Direct download: 20191204_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

One of the biggest shopping days of the year is in the books, we break down what the data says about how and where consumers were spending their money and what it says about the ever-changing shape of retail.Stocks: AMZN, JCP, M, TGT WMT

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

Direct download: 20191203_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Towards the end of 2018, Industry Focus: Financials contributor Matt Frankel, CFP made five bold stock market predictions. Some didn’t turn out quite as planned, while others played out quite nicely. In today’s episode, Matt and host Jason Moser go through each prediction and what went wrong (or right). Plus, we answer a listener question about what a post-Buffett Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B) might look like, and we discuss why Upwork(NASDAQ: UPWK) and Slack (NASDAQ: WORK) are on our radar this week.

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Direct download: 20191201_IF_Financials.mp3
Category:Podcast -- posted at: 2:25pm EST

In honor of Thanksgiving, we’re sharing what we’re thankful for. Motley Fool Contributor Jason Hall and we share the products, investors, investments, and college football players they’re most thankful for. 

Stocks Mentioned: CLNE, DXCM

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Direct download: 20191125_IF_Energy_ThanksgivingDay.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20191125_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Jeans have been a staple in American fashion for decades, maintaining their prominence despite constant changes in style and fashion. This year we’ve seen a number of denim-focused companies come to market, with an IPO of Levi’s as well as spinoffs of Kontoor Brands (maker of Wrangler and Lee jeans) from VF Corp and Madewell from J.Crew. Motley Fool contributor Asit Sharma joins the show to break down the economics of the jeans business, challenges, growth opportunities, and more!

Stocks Mentioned: LEVI, KTB, Madewell (ticker not yet assigned)

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Direct download: 20191125_IF_CG_TG_Tuesday.mp3
Category:Podcast -- posted at: 3:30pm EST

M&A activity is heating up in the financial sector. We just learned that Schwab (NYSE: SCHW) is officially acquiring TD Ameritrade (NASDAQ: AMTD) in an all-stock deal, which will create a wealth management powerhouse with more than $5 trillion under management. Separately, PayPal (NASDAQ: PYPL) is spending $4 billion to acquire deal-finding platform Honey, which could help enhance the shopping experience for PayPal’s 300 million users. Plus, we dive into StoneCo’s (NASDAQ: STNE) third quarter earnings and talk about some of the stocks our listeners are buying.

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Thanks to Health IQ. See if you qualify for lower rates! healthiq.com/fool


Thanks also to Quip. GETQUIP.COM/fool for your first refill free!

Direct download: 20191125_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

The House of Mouse’s streaming service is now available and over 10 million users have hopped on. We break down how the offering stacks up to competitors like Netflix and HBO, and talk about how the platform fits into the company’s larger strategy.Stocks: DIS, NFLX

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Direct download: 20191122_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Last week, we broke down NextEra Energy, the largest renewable energy provider in the United States. Now, we’re diving into another part of the NextEra Energy family, NextEra Energy Partners (NEP). Motley Fool Contributor Matt DiLallo returns to the show to discuss the advantages and disadvantages of investing in NEP vs. NextEra Energy and how NEP stacks up relative to other renewable energy yieldcos. 

Stocks Mentioned: NEP, NEE, TERP, BEP

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Direct download: 20191121_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Amarin's shares rocketed higher after a key FDA committee recommended expanding the label of its triglycerides lowering drug, Vascepa, to include data showing it can reduce the risk of heart attack and stroke. Meanwhile, shares in CRISPR Therapeutics and partner Vertex Pharmaceuticals are also soaring following the release of interim, early-stage results for its gene-editing therapy for beta thalassemia and sickle cell disease therapy. Stocks: AMRN, CRSP, VRTX

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Direct download: 20191120_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser sits down with analyst Emily Flippen to talk about an under-the-radar restaurant taking customer service to the next level, Nike's latest power move, stocks our listeners are buying and much more!

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Direct download: 20191119_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

It’s been a couple weeks since Fool.com contributor Matt Frankel, CFP appeared on Industry Focus: Financials, so he and host Jason Moser get caught up on the latest results from Green Dot (NASDAQ: GDOT) and Square (NYSE: SQ). Plus, Frankel discusses The Motley Fool’s real estate site Millionacres and its Mogul investing service, and why investors might want to get serious about adding real estate to their portfolios. Finally, we hear from several listeners about the latest stocks they bought and reveal two companies on our watchlists now.

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Direct download: 20191118_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We've got earnings updates from the three big connected tv players -- Roku, The Trade Desk, and Telaria. We dig into their results and the overall market for connected tv advertising.

Stocks: TTD, ROKU, TLRA

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Direct download: 20191113_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With the rise of climate change, interest in renewable energy is at an all-time high. NextEra Energy, the largest producer of wind and solar power in the United States, has been involved in renewable energy since before it was cool, and its management has recently said that today’s renewables development environment is the best in the company’s history. Motley Fool Contributor Matt DiLallo joins the show to break down NextEra Energy and its opportunity in renewables today.

Stocks Mentioned: NEE, DUK, D

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

Direct download: 20191113_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

With third-quarter earnings season is coming to a close, its time to look back to see which healthcare companies are executing at a high level. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to discuss how Guardant Health, Dexcom, and Insulet knocked the cover off of the ball with their third-quarter earnings reports.

Stocks mentioned: GH, DXCM, PODD.

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Direct download: 20191113_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

McDonald's CEO Steve Easterbrook is leaving the company after it was revealed that he had a consensual relationship with an employee, violating company policy. We look back on his time at McDonald's and how his leadership pushed the golden arches to double in roughly 5 years. We also talk about Gap CEO Art Peck stepping down from the struggling retailer and what it might mean for the company's plans to spin out Old Navy.

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

Direct download: 20191112_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brendan Mathews, VP of Motley Fool Ventures to talk about the latest in the world of venture capital along with a couple of smaller banks making big investment in technology and much more! SIVB, LOB, MAR

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The first $50 is on LinkedIn. Just visit LinkedIn.com/fool

Direct download: 20191111_IF_Financials.mp3
Category:Podcast -- posted at: 3:34pm EST

You've got questions, we've got answers. We go into the mailbag to take on listener questions like:
  • How can I boost my monthly income?
  • How many shares of a stock should I buy?
  • How can I work at The Fool?

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Direct download: 20191108_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

It’s been a hectic year in the auto industry, with the first nationwide strike in decades happening at the same time the industry is facing a cyclical slowdown and a major technological turning point. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what this means for the auto industry and the Big Three U.S. automakers.

Stocks Mentioned: F, VWAPY, GM, FCAU, PUGOY



Direct download: 20191107_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Cutera, Nervo, and Novocure are three of the best-performing med-tech stocks in 2019, up at least 94% so far. What’s driving the gains? And should investors put any of these stocks on their radar?
 
Stocks: CUTR, NVRO, NVCR
 
Direct download: 20191106_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:56pm EST

IF Regular Dan Kline spent some time at Money 20/20 – a conference focused on the payments and fintech space. We recap his big takeaways on how BaaS (banking as a servce) plays into the retail strategy for companies like Wal-Mart, T-Mobile, and Apple, and get some industry details from some of the insiders he spoke with.

Stocks: GDOT, AAPL, WMT, TMUS

To get 50% off our Stock Advisor service, go to http://IF.Fool.com

Direct download: 20191105_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Earnings season is now in the latter innings, but it wouldn’t be complete without discussing results from Mastercard (NYSE: MA), Berkshire Hathaway (NYSE: BRK-B), and Markel (NYSE: MKL). Plus, Fool.com contributor Matt Frankel, CFP discusses some interesting tax benefits of real estate investing, and he and host Jason Moser reveal the stocks that are on top of their watch lists.

Direct download: 20191104_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Shares of Fitbit spiked this week after the company announced Google was buying the wearables maker for $2.1B. The acquisition marks a turning point in Google's approach to the wearables market, we explain what it could mean and hit recent earnings from Apple.Stocks: FIT, GOOG, GOOGL, AAPL

Direct download: 20191101_IF_Tech.mp3
Category:Podcast -- posted at: 4:13pm EST

It’s Halloween and we’ve got a special show for you. Motley Fool Contributor Dan Kline joins the show and we break down our biggest fears in the market today, list out the stocks we think are going to turn into pumpkins, shared our zombie stocks that are set to come back from the dead, and then Dan, Nick, and Austin share their Mt. Rushmore of Halloween Candy.

Direct download: 20191031_IF_Energy.mp3
Category:Podcast -- posted at: 4:21pm EST

Biogen's drug pipeline took a massive hit earlier this year when it stopped development of its Alzheimer's disease drug, aducanumab, for a lack of efficacy. Now, Biogen says new data shows it may work after all. Can this drug pass muster with regulators? Also, Walgreen's is closing retail clinics within its stores, but that doesn't mean it's giving up on plans to offer more healthcare services entirely.

To get 50% off our Stock Advisor service, go to http://IF.Fool.com.

Direct download: 20191030_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:01pm EST

Founded by Katrina Lake in 2011, StitchFix has taken the fashion world by storm. By leveraging data science, StitchFix sends customers personalized “fixes” tailored toward their size and style, and the company has continued to innovate through new initiatives like its Style Shuffle game and new Direct Buy Program. We hope you’ll enjoy this conversation between StitchFix COO Mike Smith and the Motley Fool’s Tom Gardner, Andy Cross, and Tim Beyers. 

To get 50% off our Stock Advisor service, go to http://IF.Fool.com.



Direct download: 20191029_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20191028_IF_Financials.mp3
Category:Podcast -- posted at: 3:37pm EST

It's been a tumultuous couple of months since we did our S-1 show on co-working start up The We Company (or WeWork). Fellow IF host Nick Sciple hops on to walk through what has happened over the past couple weeks, what We's sliding valuation means for the company, investor Softbank, and its founder Adam Neumann.

Get $50 off your first job post. Linkedin.com/fool
 
Direct download: 20191025_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Tesla shocked the investing world on Wednesday night, reporting a surprise profit and positive free cash flow in its third quarter earnings report. Motley Fool Analysts Jim Mueller and Jim Gillies join the show to break down the numbers. 

Stocks Mentioned: TSLA

Thanks to Molekule for supporting our podcast.   Get 10% off your first air purifier at http://www.molekule.com with code “fool10”.

Direct download: 20191024_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

2019 has been a banner year for big name IPOs, but several newly minted public companies have flow under-the-radar of most investors. 
On this episode of Industry Focus: Healthcare, host Shannon Jones talks with healthcare specialist Brian Feroldi shine a spotlight on two little-known healthcare companies that recently went public and deserve some attention: TransMedics, an organ transportation specialist, and Silk Road Medical, which has pioneered a new treatment for stroke prevention. Are either of these stocks worth buying today?
 
Stocks mentioned: TMDX, SILK.
 
Direct download: 20191023_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 closer look at Land's End and Herman Miller, two sleeper stocks with some big potential. Plus Jason and Asit highlight four companies with earnings reports coming out later this week that they'll be following. Thanks to Molekule for supporting Industry Focus.  

Stocks: LE, MLHR, TSCO, AMZN, ORLY, ELY

Get 10% off your first air purifier at http://www.molekule.com with code fool10. 

Direct download: 20191022_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20191018_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With the cost of solar energy plummeting and an aging energy grid, solar is poised for rapid growth. As solar grows, so will demand for solar components, like the inverters made by Enphase and Solar Edge. On today’s episode, Motley Fool Contributor Jason Hall joins the show to break down why these components are so important and how these businesses are positioning themselves to grow.  

Listen to hear us talk a little college football and baseball playoffs!

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Direct download: 20191017_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of vision loss in seniors, and why United Healthcare's latest quarterly results sent shares soaring.

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Direct download: 20191016_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Chanticleer Holdings, the company that owns a handful of Hooters locations along with other eateries in the burger space is being purchased by Sonnet BioTherapeutics Inc., a company that makes cancer drugs. This isn’t a combination or a plan to get researchers to wear short shorts, it’s what’s called a reverse merger. Also, Costco has opened up its own chicken farm in a bid to keep selling rotisserie chickens for $4.99.

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Direct download: 20191015_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

More CEOs are leaving their companies in 2019 than ever before. In today’s Industry Focus: Financials, our team breaks down why we’re seeing a record number of CEO departures and whether or not it’s good for a founder to keep running maturing businesses. Plus, Fool.com and Millionacres contributor Matt Frankel, CFP gives real estate investors a bit of cautionary advise. All this, plus the stocks we’re watching now on this week’s episode.

 

Direct download: 20191014_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Facebook CEO Mark Zuckerberg recently made comments about the company's ability to defend itself from anti-trust proceedings, so we revisit Senator Elizabeth Warren's outline for how and why companies like Amazon, Facebook, and Alphabet should be broken up. Plus, we hit some more anti-competitive issues facing Apple.Stocks: FB, AAPL, AMZN, GOOG, GOOGL

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

Direct download: 20191011_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With oil and gas production exploding in the U.S., takeaway capacity is running low, leading to oversupply and even flaring of unwanted natural gas that producers can’t get to market. That creates opportunities for midstream companies, businesses that build and operate the pipelines that take oil and gas to market. Motley Fool Contributor Matt DiLallo joins the show to share what he looks for in a midstream company and to discuss two of the biggest midstream companies, Kinder Morgan and Enterprise Products Partners. 

Stocks Mentioned: PAA, PAGP, KMI, EPD

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



Direct download: 20191010_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Here's why post-approval setbacks have caused Puma Biotechnology, Clovis Oncology, and Regenxbio shares to tumble, and if any of these stocks are finally worth buying. Stocks: PBYI, CLVS, RGNX

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Direct download: 20191009_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

These days it seems like all the struggling retailers are taking their strongest performing brands and spinning them out from the larger parent companies. J Crew plans to take its Madewell brand public, and Gap intends to spin out Old Navy. Why are so many companies choosing this path and what do investors need to know about these new concepts hitting the market?Stocks: GPS, URBN

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Direct download: 20191008_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Over the past week, four major brokerages have decided to scrap their trading commissions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for investors and who the big winners could be. Then, Frankel gives an overview of Crowdfunded Real Estate investing and why it’s such an exciting way to invest in properties. Plus, Frankel and Moser each give their latest stocks to watch and give an update on Facebook’s (NYSE: FB) Libra cryptocurrency project.

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Direct download: 20191007_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We answer a listener email asking about the ins and outs of the IPO process:

- How IPOs work
- Why IPO prices can change
- And how a company like WeWork can decide to pull its IPO

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Direct download: 20191004_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

 With the rise of two-day and next-day shipping, figuring out how to get products from a warehouse to customers’ doors is becoming ever more important to business success. However, this problem is more complicated than it might seem. To solve this, more and more companies are turning to automation. Motley Fool Contributor Dan Kline joins to the show to break down what we should expect to see as technology transforms logistics. 

Stocks Mentioned: AMZN, WMT, WBA, NKE, UPS

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Direct download: 20191003_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Why Seattle Genetics and Amgen could be the biggest winner and loser, respectively, following this year's annual European Society for Medical Oncology (ESMO) conference. Also, here's what you should know about the virtual health service Amazon's rolling out for its workers, including if it's a threat to Teladoc's future.  Stocks: SGEN, AMGN, MRTX, AMZN, TDOC

To get 50% off our Stock Advisor service, go to http://IF.Fool.com

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Direct download: 20191002_IF_Heatlhcare.mp3
Category:Podcast -- posted at: 3:30pm EST