Industry Focus (Podcast)

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

It's earnings season! We dive into the results from one of the largest companies in the world, Apple, and a Fool Favorite Pinterest.

To take our very brief survey go to http://mot.ly/survey. Thanks for helping us out!Stocks: AAPL, PINS

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Direct download: 20200731_IF_Tech.mp3
Category:Podcast -- posted at: 6:21pm EDT

Options have surged in popularity this year, with many retail investors dabbling in them for the first time. What are options and how can you use them Foolishly? Foolish options Gurus Jim Gillies and Jim Mueller join the show to discuss the basics of option, mistakes to avoid, and a couple options strategies that are appropriate for beginners.

To sign up for and learn more about Total Income email Jim at jmueller@fool.com directly.


Stocks Discussed: SBUX

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Direct download: 20200730_IF_Energy.mp3
Category:Podcast -- posted at: 8:00pm EDT

Shares of Kodak are up over 1000% this week on the news that the camera company received a $700 million loan to build out capabilities to manufacture active pharmaceutical ingredients. The news is a shot in the arm for a struggling business and a move that brings key operations onto U.S. soil. We talk about that, plus all-you-can-fly passes in China and whether they could make their way to the U.S.

Stocks: KODK

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Direct download: 20200729_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:10pm EDT

Motley Fool contributor Dan Kline joins Host Emily Flippen to take a look back at the retail bankruptcy scorecard for the third time since the COVID-19 pandemic shook the world. While bankruptcies themselves are important to discuss, it begs the question: where has discretionary spending moved, if not towards these retailers?

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Direct download: 20200728_IF_CG.mp3
Category:Podcast -- posted at: 6:40pm EDT

We recently learned that Warren Buffett invested another $800 million of Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) capital in Bank of America (NYSE: BAC), and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know and what it could mean for investors. Plus, the pair discusses the latest results from American Express (NYSE: AXP) and Ameris Bancorp (NYSE: ABCB) and looks ahead to earnings from Markel (NYSE: MKL) and Mastercard (NYSE: MA) later this week. 

 

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Direct download: 20200727_IF_Financials.mp3
Category:Podcast -- posted at: 7:24pm EDT

Up over 800% since the beginning of 2019, Sea Limited is one of the hottest little-known tech companies out there. In this episode, TMF Premium analyst Joey Solitro walks us through the bull case.

Stocks: SE, MELI

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Direct download: 20200724_IF_Tech.mp3
Category:Podcast -- posted at: 7:17pm EDT

With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are being affected. Simultaneously, value investing is facing its most challenging period in years. Will Thomson of Massif Capital, a long/short investment firm focused on global opportunities in listed real assets, principally mining, energy, and infrastructure, joins Industry Focus Host Nick Sciple and Motley Fool Analyst Buck Hartzell to discuss how he’s investing in the coming energy transition and where he’s seeing value today. 

Stocks Mentioned: TRQ, PLUG, BE, IVPAF, CCJ, KAS:KZAP 

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Direct download: 20200723_IF_Energy.mp3
Category:Podcast -- posted at: 12:00pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 healthcare companies he recently added to his portfolio!

SMLR

NVCR

ZYXI

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Direct download: 20200722_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:01pm EDT

Innovation has been key for retail businesses looking to stay alive during this global pandemic. But while some companies have taken these changes in stride, others seem to be drowning in complacency. Are any of these innovations capable of reviving so many retail outlets that have, to this point, been dead in the water? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to dig into what coronavirus changes are truly here to stay.

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Direct download: 20200721_IF_CG.mp3
Category:Podcast -- posted at: 5:48pm EDT

Hear how the COVID-19 pandemic has affected Goldman's business, the future plans for growth, and more. 
Intro: In today's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP interviews Harit Talwar, Global Head of Consumer Banking at Goldman Sachs (NYSE: GS). Talwar discusses how the COVID-19 pandemic has affected the bank's business and future growth plans, gives an update on the Apple (NASDAQ: AAPL) credit card launch, and much more.

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Direct download: 20200720_IF_Financials.mp3
Category:Podcast -- posted at: 6:50pm EDT

Shopify competitor BigCommerce filed its IPO prospectus with the SEC. We walk through the company's S-1 and talk about how it stacks up to its much bigger e-commerce rival.

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Direct download: 20200717_IF_Tech.mp3
Category:Podcast -- posted at: 6:49pm EDT

Description: On Monday, Ford revealed the new Ford Bronco, marking a return after 25 years. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what the reveal means for Ford and share his thoughts on recent IPOs in the electric vehicle space, as well as recent autonomy deals reached by both Amazon and Alphabet’s Waymo self-driving subsidiary. 

Stocks Mentioned: F, FCAU, GM, AMZN, NKLA, SHLL, SPAQ, GOOG, VLVLY, 

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Direct download: 20200716_IF_Energy.mp3
Category:Podcast -- posted at: 9:18pm EDT

The sudden onset of COVID-19 has pushed many company’s backs against the walls as they struggle to keep themselves afloat during unpredictable times. While a global pandemic was not an expected turn of events for most people, we’ve seen a surge in innovation as technology rushes to meet the demands of a changing world. Join host Emily Flippen and Motley Fool intern Meilin Quinn as they dissect the companies and technologies that are building out a future to make the most of the new normal.

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Direct download: 20200715_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:22pm EDT

The trend towards cord cutting has continued to accelerate amidst increased competition in the streaming wars. But as streaming services continue to crop up, prices have inflated as well. What does the current state of cord cutting look like now that its prices simply aren’t as appealing? Join Motley Fool contributor Dan Kline and host Emily Flippen to find out!

NoteIn today's show, Dan referred to Crackle as being a Sony company. In March 2019 Sony sold a majority stake in the platform to Chicken Soup for the Soul Entertainment, partnering on a new venture called Crackle Plus, which includes Crackle and other ad-based videos on demand (AVOD) streamers.

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Direct download: 20200714_IF_CG.mp3
Category:Podcast -- posted at: 6:06pm EDT

Quicken Loans, the largest mortgage originator in the United States, has filed IPO paperwork under the Rocket Companies brand name, presumably to continue its emphasis on its Rocket Mortgage platform. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what the company does, how it makes money, and what investors should expect. 

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Direct download: 20200713_IF_Financials.mp3
Category:Podcast -- posted at: 6:22pm EDT

After months of speculation, the great meal-delivery consolidation has happened!

Spurned by Grubhub, Uber announced it was buying rival Postmates in a $2.65 billion deal. This narrows the space down to three major players, we talk about how it impacts the market and consumers.

Then, we talk about a rumored subscription offering from Twitter, and why it might make sense from a monetization and talent retention standpoint.

Stocks: UBER, GRUB, TWTR

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Direct download: 20200710_IF_Technology.mp3
Category:Podcast -- posted at: 6:21pm EDT

On Monday, Warren Buffett and Berkshire Hathaway announced a nearly $10 billion dollar enterprise value deal for Berkshire to acquired the natural gas distribution and processing assets of Dominion Energy. At the same time, we’ve seen multiple court decisions in the past week targeted toward delaying or preventing the construction of new pipelines. Motley Fool Contributor Jason Hall joins the show to break down Buffett’s big deal and the operating environment for pipeline companies today.

 

Stocks Mentioned:  BRK-A, BRK-B, D, DUK, ET, KMI

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Direct download: 20200709_IF_Energy.mp3
Category:Podcast -- posted at: 6:21pm EDT

Description: It’s been a huge year for Special Purpose Acquisition Companies, commonly known as SPACs, with DraftKings, Nikola Motor, Virgin Galactic, and more using SPACs to bring their companies public. Why have SPACs suddenly become so popular? Motley Fool Contributor Luis Sanchez joins the podcast to share his perspective on that question as well as some SPACs currently on his radar. 

 

Stocks Mentioned: SPCE, NKLA, DKNG, SHLL, CCH, GRAF, IPOB, IPOC, LCA

 

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Direct download: 20200708_IF_Wildcard.mp3
Category:Podcast -- posted at: 7:47pm EDT

Tractor Supply (TSCO) has been one of the niche retail winners over the past decade, but it’s success and brand still remains a mystery for many. Join Dan Kline and Emily Flippen as they take a deep dive into this curious winner and discuss whether its past successes are still replicable or if it’s best days are behind it.

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Direct download: 20200707_IF_Consumergoods.mp3
Category:Podcast -- posted at: 6:33pm EDT

Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) just made its first investment of the COVID era by purchasing the natural gas assets of Dominion (NYSE: D). In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors need to know about it. In addition, hear about the latest efforts to force retailers to accept cash as a payment option and get the details on Wells Fargo's (NYSE: WFC) upcoming dividend cut. And finally, Frankel has his eye on Green Dot (NYSE: GDOT) while Moser is watching recent IPO Lemonade (NASDAQ: LMND) this week. 

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Direct download: 20200706_IF_Financials.mp3
Category:Podcast -- posted at: 6:22pm EDT

Earlier this week, news broke that apparel brand Lululemon is buying Mirror, maker of a sleek, smart, home fitness device.

The move connects a strong lifestyle brand and massive retail footprint with an upstart in a related and quickly growing category -- but does it make sense?

We dive into the deal, how Mirror could be a huge boon for Lululemon, and talk about competitor Peloton.

Stocks: LULU, PTON

Direct download: 20200701_IF_Wildcard.mp3
Category:Podcast -- posted at: 8:33pm EDT

The Federal Reserve recently released the results of 2020 bank stress tests, and while no banks are in serious danger, some would see capital levels fall a bit too low for comfort in a prolonged and deep COVID-19 recession. As a result, the Fed issued a formula to govern bank dividends, and there's a real chance bank investors could see dividend cuts from some major financial institutions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the news and what it could mean for bank investors. Plus, Moser and Frankel answer a listener's excellent question on position size and share why they're watching Wells Fargo (NYSE: WFC) and American Express (NYSE: AXP) this week.

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Direct download: 20200629_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

German payments darling Wirecard shocked investors everywhere last week when it announced that the company and auditors could not place over $2 billion in cash the company claimed to have.

Over the days that followed, the true story began to come into picture. In this episode, we unpack the apparent accounting fraud that brought down one of Europe's brightest tech stars and what investors can learn from it.

Stocks: WCAGY

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Direct download: 20200626.mp3
Category:Podcast -- posted at: 5:14pm EDT

The housing market came roaring out of the gate in 2020, before coronavirus took the air out of the industry. Motley Fool Contributor Jason Hall joins the show to take a look at the current state of the housing market and share some housing stocks on his radar. 

Stocks Mentioned: MTH, LGIH, NVR

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Direct download: 20200625_IF_Energy.mp3
Category:Podcast -- posted at: 4:47pm EDT

Motley Fool contributor Dan Kline joins Host Emily Flippen to discuss what companies may fall victim to the next wave of retail bankruptcies.

Stocks to watch: CEC, AMC, BBBY, ASNA, GME, BBY.

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Direct download: 20200623_IF_CG.mp3
Category:Podcast -- posted at: 2:15pm EDT

The U.S. economy entered a recession in February for the first time in over a decade. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why it's so important for investors to stick to their long-term plans, even in scary times. Plus, reports indicate that Simon Property Group (NYSE: SPG) and Brookfield Property Partners (NYSE: BPY) are in discussions to purchase bankrupt department store chain J.C. Penney, and the reason might not be what you think. Finally, hear why Frankel is watching Seritage Growth Properties (NYSE: SRG) after the recent sell-off, while Moser has his eye on Nike (NYSE: NKE) this week.

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Direct download: 20200622_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We dive deep into the world of dividends thanks to a listener question.Listen in to get the core metrics to look at and the major pitfalls to avoid for income investing.

Stocks: AAPL, MSFT, EQIX

REIT Center: fool.com/millionacres/real-estate-investing/reits/

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Direct download: 20200619_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Enphase Energy shares fell more than 25% on Wednesday in response to a short report released by Prescience Point Capital Management. Industry Focus Contributor Jason Hall joins the show to break down how investors should respond to short reports and take a look into Prescience Point’s report on Enphase.

Stocks Mentioned: ENPH, SEDG, SPWR

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Direct download: IF_061820.mp3
Category:Podcast -- posted at: 3:30pm EDT

Cybersecurity stocks have largely held up strong performance over the past few months against the backdrop of extremely volatile market conditions. As more companies move their workplaces remote, are cyber security stocks really the next best opportunity? Or, as an industry, are they just horribly overvalued? Join host Emily Flippen and Motley Fool intern Meilin Quinn as they take a deep dive into the cybersecurity industry on this Wildcard Wednesday.

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Direct download: IF061720.mp3
Category:Podcast -- posted at: 3:30pm EDT

Can these up-and-coming retailers take down last month’s retail bracket winner, Costco? Join Dan Kline and Emily Flippen in the second installment of our Retail Bracket Showdown while we put up Costco against “the best of the rest”. Stocks in Bracket: OLLI, FIVE, TIF, LULU, TSCO, ULTA, ZUMZ, DBI

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Direct download: IF_061620.mp3
Category:Podcast -- posted at: 6:00pm EDT

Recently, billionaire investor Marc Cuban compared the current stock market to the dot-com bubble of the late 1990s. The reason? Easy-to-use trading apps, commission-free stock trading, and a lack of other ways to gamble right now have led to a surge in day trading activity. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why day trading can be so dangerous, and what investors should consider before trying to day trade. Plus, the pair discusses why they're watching EPR Properties (NYSE: EPR) and Shift4 Payments (NASDAQ: FOUR) this week. 

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Direct download: Industry_Focus_06_15_20.mp3
Category:Podcast -- posted at: 3:31pm EDT

Even with all the uncertainty in the market, companies are still going public!

We dig into the S-1 from Shift4, a payments player focused on the hospitality space, then talk about Grubhub being scooped up by Just Eat Takeaway.com.

Stocks: GRUB, FOUR, SQ, PYPL

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Direct download: Tech_Shift4_IPO.mp3
Category:Podcast -- posted at: 3:15pm EDT

Electric truck maker Nikola came public last week to an incredible reception in the public markets, with the stock rocketing up over 90%. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down Nikola, as well as take a look at how the auto industry has fared so far in 2020. 

Stocks Mentioned: NKLA, F, GM, FCAU, CNHI, TSLA 

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Direct download: 20200611_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about a recent IPO in the healthcare space that has caught Brian's attention!

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Direct download: 20200610_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Jason Hall joins Emily Flippen to break down the pros and cons of Warner Music Group’s IPO and if the global leader in music entertainment still has its best days ahead of itself, or if Warner’s music has lost its spunk.

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Direct download: 20200609_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Some of the retail REITs that were the most beaten down during the market crash have been the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at Simon Property Group (NYSE: SPG), Seritage Growth Properties (NYSE: SRG), Tanger Factory Outlet Centers (NYSE: SKT), STORE Capital (NASDAQ: STOR) and more. Hear why these stocks have rallied so sharply, and whether there could still be more growth ahead.

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Direct download: 20200608_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We practically ran out of adjectives to talk about Zoom Video Communications most recent quarter... get ready to here "amazing" "ridiculous" and "bonkers" about a dozen times.

Stay-at-home has meant people and companies rushing into web-conferencing and Zoom has turned that into huge customer and revenue figures. We talk about why the past quarter was one of the best we've ever seen from a tech company and why 2020 looks even better.

Stocks: ZM, MSFT, CSCO

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Direct download: 20200605_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Aerospace stocks have rocketed up over 30% in the past month in the aftermath of Warren Buffett’s announcement he had sold all of Berkshire Hathaway’s airline stocks. Industry Focus Contributor Lou Whiteman joins the show to share his thoughts on the airline industry today, in addition to discussing Boeing and AerCap Holdings. 

Stocks Mentioned:  DAL, AAL, UAL, LUV, SAVE, BA, SPR, AER 

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Direct download: 20200604_IF_Energy.mp3
Category:Podcast -- posted at: 3:34pm EDT

Moderna has gone from your standard biotech to one of the hot stocks of 2020 over the past few months as the company has worked on a COVID-19 vaccine. Shares are up around 200% since the pandemic hit, and the company has made some moves that seem odd on first pass.

We use the company's dramatic rise and position as a clinical-stage business to explore insider selling, raising capital, and the business of biotechs.

Stocks: MRNA

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Direct download: 20200603_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Motley Fool analyst Buck Hartzell joins Emily Flippen to discuss a small but powerful company involved in fashion resale: Winmark Corporation (NASDAQ: WINA). Winmark, the parent company of franchises like Plato’s Closet and Once Upon a Child, has been benefitting from the long-term tailwinds of shifting demographics and a growing resale market.

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Direct download: 20200602_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into Axos Financial (NYSE: AX), an online-based banking institution that offers checking and savings accounts, mortgages, auto loans, and more. The pair discusses what makes Axos’ business model unique compared to other online banks, and what investors should know about the risk factors involved. Plus, Frankel discusses why net-lease REIT STORE Capital (NYSE: STOR) is on his radar now and Moser talks about what he’s watching when Zoom (NASDAQ: ZM) reports earnings.

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Direct download: 20200601_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

For Slack's life as a publicly traded company, the collaboration company has been plagued by concerns that its lunch might be eaten by tech giant Microsoft and its Teams product. But are they actually competitors?Microsoft seems to think so, but Slack doesn't. We explore why and how investors should look at the battle for workplace collaboration.

Stocks: WORK, MSFT

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Direct download: 20200529_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

For over 100 years, railroads have been the backbone of America’s logistics infrastructure. Today, railroads represent 40% of of freight miles in the United States. Industry Focus Contributor Lou Whiteman joins the show to give a high level overview of the railroad industry today and the major companies operating in the space. 

Stocks Mentioned: CSX, UNP, KSU, NSC, CNI, CP

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Direct download: 20200528_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Since we were off for Memorial Day on Monday, we're doing a special edition of Industry Focus: Financials today. Host Jason Moser and Fool.com contributor Matt Frankel start by discussing the stock price action we've been seeing in the banking industry, and why some banks like M&T Bank (NYSE: MTB) and Ameris Bancorp (NYSE: ABCB) are underperforming their peers. Then, the pair dives into StoneCo (NASDAQ: STNE) earnings and discusses some of the positive suprises we're seeing in the real estate market. And finally, you'll hear why Frankel has his eye on U.S. Bancorp(NYSE: USB) and why Moser is watching Ulta (NASDAQ: ULTA) closely this week.

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Direct download: 20200527_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

The duopoly between the two biggest Home Improvement Retailers, Home Depot and Lowes, reached a boiling point last week after Lowe’s reported same store sales that were nearly double of their competitor. Is this a one-off event, or the first of a rapidly shifting tide? Join Dan Kline and Emily Flippen as they take a deep dive into these two behemoths and explore if one is really better than the other.

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Direct download: 20200526_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Earlier this week Facebook announced Facebook Shops, an e-commerce product that will allow users to browse and buy products while on Facebook -- it seems like a boon for Facebook and one of its partners on the product, Shopify.And anti-trust suits against Google Parent Alphabet seem to be picking up steam, we analyze what regulators are honing in on and some of the problems big tech companies have created for themselves as they've gotten bigger.

Stocks: FB, SHOP, GOOG, GOOGL, AMZN

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Direct download: 20200522_IF_Tech_use3.mp3
Category:Podcast -- posted at: 3:30pm EDT

 Last Friday, Berkshire Hathaway and Warren Buffett filed their quarterly 13-F form, which reveals what stocks Berkshire held as of the end of the first quarter, March 31, 2020. Motley Fool Contributor Jason Hall joins the show to share his thoughts on Uncle Warren’s moves, including one sell he thinks Buffett got wrong.

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Direct download: 20200521_IF_Energy.mp3
Category:Podcast -- posted at: 5:41pm EDT

Financial fraud has been a hot topic - between Luckin Coffee and short seller reports, no investor seems to be immune from the claims which range from the ridiculous to the righteous. Joining host Emily Flippen to breakdown the ins and outs of financial fraud is Motley Fool advisor Bill Mann.

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Direct download: 20200520_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Still missing this year’s March Madness? Join Dan Kline and Emily Flippen as they bring their top 8 retail companies face-to-face in the first ever Retail Bracket Showdown. Who will come out on top? Tune in to find out!

Stocks: WMT, HD, BBY, COST, DG, TJX, W, TGT

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Direct download: 20200519_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Business payments solution company Bill.com (NASDAQ: BILL) has been one of the best-performing financial stocks during the COVID-19 pandemic. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take an in-depth look at the company and what investors need to know. Plus, hear Frankel and Moser discuss why they're keeping an eye on Goldman Sachs(NYSE: GS) and Intuit (NASDAQ: INTU) this week.

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Direct download: 20200518_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

News broke earlier this week that Uber is interested in buying meal delivery service Grubhub for roughly $6 million. The deal would be the latest in a long series on acquisitions in the meal delivery space, but does it make sense?We dive into the deal, explore why the meal delivery market might be a winner-take-all proposition, and why the deal could run into regulatory issues.

Stocks: UBER, GRUB

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Direct download: 20200515_IF_Tech.mp3
Category:Podcast -- posted at: 3:58pm EDT

Between the pandemic and the Saudi-Russia oil price war, it’s been tough to find energy stocks to like right now. Industry Focus Contributor Matt DiLallo joins the show to share some energy stocks he’d consider buying amid COVID-19

Stocks Mentioned: CWEN, CWEN.A, AY, TRP, CHK

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Direct download: 20200514_IF_Energy.mp3
Category:Podcast -- posted at: 4:05pm EDT

All our lives have changed in recent months as we’ve adapted to living in quarantine. How many of those changes are permanent, though, and how many things will return right back to normal when the pandemic subsides? Industry Focus hosts Emily Flippen, Dylan Lewis, and Nick Sciple come together to break it down

Stocks Mentioned: RDFN, PYPL, Z, ZG, UBER, GRUB, TWTR

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

Direct download: 20200513_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Motley Fool Contributor Dan Kline joins Emily Flippen to discuss if their delivery habits will change at all in the light of a potential Uber/Grubhub merger as well as if (and when) good companies will be ruined by the COVID-19 global pandemic.

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Direct download: 20200512_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Earnings season is coming to a close, and we just got a glimpse at the latest results from PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), including how both businesses performed in April as the COVID-19 pandemic shut down much of the U.S. economy. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the numbers that investors need to know. Then, the pair answers a listener question on the seemingly irrational optimism in the stock market and discusses why they have Disney (NYSE: DIS) and Sony (NYSE: SNE) on their radar right now.

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Direct download: 20200511_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Today we take listener questions like:
  • Should I buy stocks in a sector or an ETF that covers the sector?
  • How should I think about position sizing?
  • Do you have any mental tricks for buying a stock on the way up?
Direct download: 20200508_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We’ve got a long one for you this week and Motley Fool Canada’s Jim Gillies is joining us to break it all down. We’ll discuss Warren Buffett selling all his airline stocks and one stock in the aerospace industry Jim would be excited to buy night now. On the back half of the show, we discuss Tesla’s latest earnings and Elon Musk’s recent Twitter rant. 

Stocks Mentioned: BRK-A, BRK-B, AER, TSLA, SHOP, AMZN, LUV, DAL

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Direct download: 20200407_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

The preppy retailer has been struggling for a while, but this week J Crew announced it was filing Chapter 11 bankruptcy. We unpack what chapter 11 actually means, how J Crew wound up here, and what other retailers could be in trouble.Stocks: TJX, OLLI, GPS

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Direct download: 20200506_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Join Host Emily Flippen as she dives into the universe of investing in the “global space economy” with the co-Founder and CEO of ProcureAM, Andrew Chanin. ProcureAM is the issuer behind the world’s first pure-play space ETF, UFO, that aims to help investors get diversified exposure to one of the fastest growing and disruptive industries available today.

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Direct download: 20200505_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Vice Chairman Greg Abel held the company's first-ever virtual annual meeting on Saturday, and we also got a look at Berkshire's first quarter earnings report. In this episode of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the key takeaways from the meeting and earnings, and give their take on Buffett's decision to sell all of Berkshire's airline stocks. Then, Frankel discusses why he's got his eye on Southwest Airlines (NYSE: LUV) despite Buffett's airline sales and Moser talks about why he's watching PayPal (NASDAQ: PYPL) ahead of the company's earnings report.

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Direct download: 20200504_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Direct download: 20200501_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Earlier this month, United Technologies completed its merger with Raytheon, creating the new Raytheon Technologies and spinning out its Carrier air conditioning and OTIS elevator businesses. Motley Fool contributor Lou Whiteman joins the show to discuss investing in spinoffs and the good, the bad, and the ugly of the United Technologies spinoff companies. 

Stocks Mentioned: OTIS, CARR, RTX, HWM

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Direct download: 20200430_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday it's a podcast mashup as host Jason Moser joins the Everything VR & AR podcast with Brightline Interactive's Tyler Gates and Sophia Moshasha to talk about investing in immersive technology, the upcoming implications of 5G and a whole lot more. The Everything VR & AR podcast is available on all major platforms including Apple Podcasts, Spotify, Sticher and Google Play or you can find it right here: https://www.thevrara.com/podcast

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Direct download: 20200429_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Motley Fool contributor Dan Kline joins host Emily Flippen to take a dive into the deep end on one of the biggest consumer discretionary entertainment companies in the world: Disney. Disney has long been a cornerstone of culture for kids and adults alike, but as COVID-19 has taken over the world, will this giant manage to hold up?

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Direct download: 20200429_IF_CG.mp3
Category:Podcast -- posted at: 10:16am EDT

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into the latest earnings from Live Oak Bancshares (NYSE: LOB) and Ameris Bancorp (NASDAQ: ABCB), and then take a closer look at Travelers Insurance (NYSE: TRV) and how the COVID-19 pandemic could impact the insurance industry. Finally, Moser and Frankel discuss why Markel (NYSE: MKL) and Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) are on their radar this week. 
 
Direct download: 20200427_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Mirror mirror on the wall, who are the fastest growing tech companies of them all? We dig into Uber, Shopify, and The Trade Desk and talk about the ludicrous growth each business has posted over the past 5 years. And we take a listener question about insider selling.Stocks: UBER, TTD, SHOP

Direct download: 20200424_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

On Monday, West Texas Intermediate crude oil prices for May delivery fell from almost $18 a barrel to NEGATIVE $37. What caused it and what does it mean for the oil market? Motley Fool Contributor Jason Hall joins the show to break it all down.

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Direct download: 20200423_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Host Emily Flippen is joined by Motley Fool advisor Bill Mann to discuss an opportunity that prudent investors should be considering: international stocks. Bill breaks down the risks and rewards of the decision to make investments in countries other than the United States and what investors should be on the lookout for when evaluating their salmon.

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Direct download: 20200422_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Anthony Coniglio, CEO of NewLake Capital Partners, joins Emily Flippen to discuss one of the most exciting but dangerous new consumer goods businesses: cannabis. Anthony breaks down the impact that he’s seen from COVID-19, his perspective on how the cannabis markets may shake out, and how NewLake plans on riding the green wave to profitability.

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Direct download: 20200421_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Earnings season is now underway and we've heard from the largest U.S. banks. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at earnings from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) and discuss what investors should watch going forward. Then, they take on a few listener questions and talk about two stocks -- a credit card giant and an insurer -- that are on the radar this week.

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

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Direct download: 20200420_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Lyft announced it will begin its Essential Deliveries program, helping government agencies, healthcare organizations, and non-profits with on-demand delivery of meals, groceries, and medical items. It's a hint at delivery ambitions for a company that has long focused on solely ride-hailing. We talk about that, plus news that Uber Eats, Grubhub, Postmates, and DoorDash have been named in a class action lawsuit over their platforms fees and claimed abuse of market power.

Stocks: UBER, LYFT, GRUB

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Direct download: 20200417_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Frontline Heroes is a grassroots charitable organization formed to get masks and other personal protective equipment (PPE) to medical professionals fighting the COVID-19 pandemic. Ben Hunt of Epsilon Theory joins the show to discuss the work he and others are doing to source PPE in Asia, ship it to the U.S., and distribute it to healthcare workers on the basis of need. 

If you would like to contribute to Frontline Heroes, you can donate here

If you or someone you know is a healthcare professional with an urgent need for PPE, you can fill out the form here to request aid from Frontline Heroes. 

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Direct download: 20200416_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the onset of the COVID-19 pandemic, concerts, sports, and other live events have ground to a halt. Where has that left businesses servicing the live event space? Fool Contributor Luis Sanchez joins the show to break it all down, including a look at the balance sheets of Livenation and Eventbrite. 

Stocks Mentioned: LYV, EB, DIS, WWE

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Direct download: 20200415_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Motley Fool contributor Dan Kline joins Emily Flippen to discuss some of the business that have surprised consumer goods investors with their resiliency. From beer to pizza to desk chairs- early data is suggesting that not all consumer goods businesses are declining, even if their core consumers incomes may be.

Direct download: 20200414_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We recently learned that Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) sold shares of three of its major stock holdings -- is Warren Buffett losing faith in these investments, or is there more to the story? And we recently found out that some of our favorite fintech companies like PayPal (NASDAQ: PYPL) will be participating in the $350 billion Paycheck Protection Program. Finally, host Jason Moser and Fool.com contributor Matt Frankel, CFP answer some listener questions and discuss why they're watching JPMorgan Chase (NYSE: JPM) and Live Oak Bancshares (NYSE: LOB) this week. 
 
Direct download: 20200413_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

fter a meeting this morning, OPEC, along with Russia and other partners, announced plans to cut 10 million barrels of oil production per day. Jason Hall joins the show to break down what it means for the energy industry. In addition, we discuss Saudi Arabia’s recent investments in European oil companies, Warren Buffett selling airline stocks, and answer listener questions about Brookfield Infrastructure Partners’ recent spinoff of Brookfield Infrastructure Corporation.

Stocks Mentioned: OXY, CLR, AR, TOT, RDS-A, RDS-B, E, EQNR, BIP, BIPC, BEP, BAM, NEP, NEE, BR, MA, MASI

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Direct download: 20200409_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Wayfair was up over 50% earlier this week on earnings and the news that the company had re-accelerated growth as more folks are staying home and ordering online. We talk about the results, and why fellow e-tailer Chewy is well positioned to thrive while we're all semi-quarantined.Stocks: W, CHWY

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Direct download: 20200408_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

On this episode of Industry Focus, Motley Fool Advisor Aaron Bush joins host Emily Flippen to talk about “Mastering the Meta” - an inside look at the gaming industry and how businesses and consumers alike have changed in the wake of the COIVD-19 outbreak.

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Direct download: 20200407_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one!

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Direct download: 20200406_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Zoom Video Communications has surged in popularity over the past few weeks, nearly 20xing the number of participants on the platform as people try to stay connected while staying at home. That popularity has been wonderful for the business, but it has also put some of the platform's shortcomings under the microscope. We talk about that and the T-Mobile/Sprint deal finally closing.

Stocks: ZM, TMUS, S

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Direct download: 20200403_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

This morning, President Donald Trump tweeted that he “expect[s] and hope[s]” that Russia and Saudi Arabia could cut 10 million barrels per day of oil. This comes a day after Whiting Petroleum marked the first U.S. shale company to declare bankruptcy in 2020. Matt DiLallo joins the show to break down the news and share some of his favorite dividend stocks to buy amid the coronavirus crisis. 

Stocks Mentioned: KMI, ENB, MMP, TRP, NEE, HD, MA, HD, WM

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Direct download: 20200402_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 hidden gems he likes in the healthcare space today!

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

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Direct download: 20200401_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Historically, the delivery industry has been ridiculed as an industry with low margins and poor economics. However, the spread of COVID-19 has proven that this unprofitable business may still be an essential service. Join Emily Flippen as she asks Motley Fool contributor Dan Kline how he sees the impact of this global pandemic on the future of the delivery business.

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Direct download: 20200331_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

In today's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dig into two major stories in the real estate sector. First, how badly are hotel REITs hurting, and which are the best for long-term investors. And second, some retailers have said they won't pay rent during closures, while one major mall operator has said rent is still expected, setting up a battle between the two sides. Plus, Frankel and Moser discuss why they think Bank of America (NYSE: BAC), Square (NYSE: SQ), Ameris Bank (NASDAQ: ABCB), and Mastercard (NYSE: MA) could be great buys right now.

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Direct download: 20200330_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Friday Tech show host Dylan Lewis spent the past three weeks in the Grand Canyon, totally removed from the outside world and news of the coronavirus spreading. He explains his re-entry and offers up a reminder for folks seeing a lot of red in their portfolios.

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Direct download: 20200327_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Description: Late last night, the United States Senate passed a $2.2 trillion emergency relief package targeted at offsetting the financial damage of the ongoing coronavirus pandemic. Among the provisions of the bill were more than $50 billion in relief for commercial airlines and other aerospace companies. Motley Fool Contributor Lou Whiteman joins the show to discuss what it means for Boeing and the U.S. domestic airline industry.

Stocks Mentioned: BA, DAL, AAL, UAL, LUV, SAVE, UTX, RTN, SPR, TGI

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Direct download: 20200326_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

In this episode of Industry Focus’s Wildcard Wednesday, host Emily Flippen is joined by Motley Fool Analyst TJ Piggott to avoid more coronavirus news and talk about something more lighthearted: things you can do while bunkered.

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

Dividend Aristocrats are S&P500 companies that have increased their dividend payouts for 25 consecutive years or more, but are they still good investments given the recent market turmoil? Motley Fool contributor Jason Hall joins host Emily Flippen to talk about the performance and attractiveness of these companies, which seem to attract more attention and investors during large market pullbacks.

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Direct download: 20200324_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at some important questions on listeners' minds. With its malls closed and a 17% dividend yield, is Simon Property Group (NYSE: SPG) a good stock to buy now? Does Axos Financial (NASDAQ: AX) still have competitive advantages? Why has Seritage Growth Properties (NYSE: SRG) fallen by 80%, and is it worth buying now? The answers to these questions and more on this week's show.

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

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Direct download: 20200323_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT