Industry Focus (Podcast)

We recap results from two Fool favorites -- Pinterest and Spotify!

The monetization train just keeps chugging along for Pinterest, revenue was up almost 60% and the company added users in the U.S. and internationally.

Wall Street wasn't quite as happy with numbers from Spotify, but some comments from management point to some interesting developments to watch in the coming months.

Stocks: PINS, SPOT

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Direct download: 20201030_IF_Tech.mp3
Category:Podcast -- posted at: 5:55pm EDT

Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more.

Stocks Mentioned:  VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN

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Direct download: 20201029_IF_Energy.mp3
Category:Podcast -- posted at: 5:57pm EDT

In recent decades, the video game industry has experienced incredible growth, surpassing film and music to become the most valuable form of entertainment in the world. What has driven this growth and what comes for the interactive entertainment industry? Video game researcher, professor, and investor Joost van Dreunen joins the podcast to answer those questions and more! If you’d like to learn more about the video game industry, make sure to check out Joost’s recent book One Up: Creativity, Competition, and the Global Business of Video Games.

Stocks Mentioned:  AAPL, MSFT, NTDOY, EA, FB, GOOG, GOOGL, AMZN, ATVI, ZNGA, GME, TCEHY, BILI, HUYA, DOYU

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Direct download: 20201028_IF_WildCard.mp3
Category:Podcast -- posted at: 11:10am EDT

YETI, Dick’s, Thor Industries… Investors were only lukewarm on these stocks last year. But COVID has changed everything. Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss these three diverse companies and answer the inevitable question of what happens when life returns to normal for each company.

Stocks: YETI, DKS, THO

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Direct download: 20201027_IF_CG.mp3
Category:Podcast -- posted at: 6:30pm EDT

Financials host Jason Moser and Motley Fool analyst John Maxfield cover the latest earnings reports from LiveOak Bank, Ameris Bancorp, and American Express. Then they take a look at JP Morgan Chase's efforts to take on Square as well as the news that more banks are releasing reserves and what that could mean for investors!

Stocks: AXP LOB ABCB SQ PYPL JPM

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Direct download: 20201026_IF_Financials.mp3
Category:Podcast -- posted at: 6:03pm EDT

The Department of Justice filing an anti-trust lawsuit against Alphabet property Google was the tech story of the week. We unpack the DOJ's case, Google's response, and what shareholders should make of all of it. Then we talk about how Snap has quietly become a market beating stock and whether our opinion of the business has changed.

Stocks: SNAP, GOOG, GOOGL

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Direct download: 20201023_IF_Tech.mp3
Category:Podcast -- posted at: 5:59pm EDT

This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation.

Stocks Mentioned:  BA, LUV, AAL, UAL, AER, GE, AL

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Direct download: 20201022_IF_Energy.mp3
Category:Podcast -- posted at: 5:56pm EDT

We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them.

Stocks: SMLR, DMTK, TRUP

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Direct download: 20201021_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:02pm EDT

Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business.

Stocks: GME

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Direct download: 20201020_IF_CG.mp3
Category:Podcast -- posted at: 6:30pm EDT

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). 

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Direct download: 20201019_IF_Financials.mp3
Category:Podcast -- posted at: 5:45pm EDT

We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS.

Stocks: AAPL, AMZN

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Direct download: 20201016_IF_Tech.mp3
Category:Podcast -- posted at: 6:11pm EDT

Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more!

Stocks Mentioned:  MANT, LDOS, BAH, PLTR, LMT, BA, NOC

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Direct download: 20201015_IF_Energy.mp3
Category:Podcast -- posted at: 6:43pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more!

Stocks: U TCEHY ADSK

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Direct download: 20201014_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:36pm EDT

Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020.

Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA)

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Direct download: 20201013_IF_CG2.mp3
Category:Podcast -- posted at: 6:43pm EDT

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at the new Venmo credit card, what makes it unique, and why it could be a win for both PayPal (NASDAQ: PYPL) and Synchrony Financial (NYSE: SYF). Also, the pair takes a look atSquare's (NYSE: SQ) recently-announced investment in bitcoin. And finally, with earnings season upon us, hear what to watch as Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), and Bank of America (NYSE: BAC) report third quarter results later this week. 

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Direct download: 20201012_IF_Financials.mp3
Category:Podcast -- posted at: 5:48pm EDT

You may not recognize the name Asana, but I’m guessing you know the name Dustin Moskovitz. The Facebook co-founder was depicted in 2010s The Social Network and was at one point the youngest self-made billionaire in the world. Moscovitz didn’t rest on his Facebook riches, though. He left the company in 2008 to form the collaboration software company Asana.

On this episode, we dive deep into Moscovitz’s second act in the tech space and whether it might belong on your watch list.

STOCK: ASAN

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Direct download: 20201009_IF_Tech.mp3
Category:Podcast -- posted at: 6:19pm EDT

This week, we dive into the Industry Focus mailbag to answer a listener question on the steel industry. Motley Fool Contributor Tyler Crowe joins the show to break down the state of the industry today and take a look at Cleveland Cliffs, a company that’s poised to become North America’s largest integrated steel producer.

Stocks Mentioned:  CLF, MT, NUE

Nucor Podcast from 03/28/2019

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Direct download: 20201008_IF_Energy.mp3
Category:Podcast -- posted at: 4:12pm EDT

Back in July, Luis Sanchez joined the podcast to discuss the SPAC craze and why it was so hot. Since then, SPACs have become even more omnipresent in investing discussions. This week, Nick and Luis dive deeper into investing in SPACs, discuss SPAC companies backed by Bill Ackman and Chamath Palihapitiya, and Luis shares some of his favorite pre-deal and post-deal SPACs right now.

Check out our July SPAC Podcast here: Apple/Spotify/Web

Stocks Discussed: IPOB, IPOC, PSTH, ENPC, ENPC.U, GOAC, FEAC

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Direct download: 20201007_IF_Wildcard.mp3
Category:Podcast -- posted at: 4:12pm EDT

In this episode of Industry Focus (pre-recorded 9/28) Motley Fool contributor Dan Kline joins host Emily Flippen to take a look at how the movie industry has changed in light of the pandemic. Are studios right to withhold blockbuster releases? Can theater chains survive 2020? Additionally, Dan and Emily discuss an important update for our podcast listeners.

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Direct download: 20201006_IF_CG.mp3
Category:Podcast -- posted at: 2:50pm EDT

Jason and Matt take a closer look at this fast-growing real estate disruptor.
Intro: We all know that Zillow (NYSE: Z)(NYSE: ZG) and Redfin (NASDAQ: RDFN) are disruptors in the real estate world, but you may not have heard of eXp World Holdings (NASDAQ: EXPI) yet. A real estate broker and provider of cloud-based platforms for agents, eXp is growing rapidly and plans to keep expanding its reach around the world. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at this interesting and innovative company. Plus, hear why Frankel thinks bargain hunters should keep their eye on EPR Properties (NYSE: EPR) while Moser is watching PayPal (NASDAQ: PYPL) after the announcement of its Venmo-branded credit card. 
 
Stocks: Z, ZG, RDFN, EXPI, EPR, PYPL
 
Direct download: 20201005_IF_Financials.mp3
Category:Podcast -- posted at: 5:29pm EDT

The wait is over! After years of speculation about Silicon Valley's most secretive company, we now have our first look at Palantir's books. We run the company through the standard check-list and explain why it's different than any software stock we've discussed before.

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Direct download: 20201002_IF_Tech.mp3
Category:Podcast -- posted at: 4:06pm EDT

Motley Fool Contributor Jason Hall joins the show to share 5 picks for building a renewable energy basket. We also discuss what we look for in a renewable energy investment and a few stocks that missed the list.

Stocks Discussed: BEP, BEPC, AY, VWDRY, TPIC, NEE, FSLR, SPWR, ENPH, SEDG

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Direct download: 20201001_IF_Energy.mp3
Category:Podcast -- posted at: 4:04pm EDT

For this Wildcard Wednesday, we're taking a look at the increasingly wild industry of cruise lines. Join Motley Fool contributor and professional cruiser Dan Kline as he digs into how the industry has coped in the wake of the current pandemic and if now is the time to start buying before ultimately answering the question that we know is on the top of all of our listeners minds: Dan has a cruise booked for January, will it happen?

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Direct download: 20200930_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:08pm EDT

Warehouse clubs have dominated the landscape for consumers this year, from bulk purchases of toilet paper to drowning our loneliness in discount liquor. But one warehouse retailer stands above the rest. What makes the Costco experience special? And how does it compare to BJs and Sams Club? Join Motley Fool's Dan Kline and Emily Flippen to uncover the economics of the membership-based retail experience.

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Direct download: 20200929_IF_CG.mp3
Category:Podcast -- posted at: 5:22pm EDT

On today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look back at the first nine months of 2020, and more importantly, discuss what they're watching for the rest of the year. Hear what stocks they've bought recently, what the election could mean to your portfolio, and why third quarter bank earnings could be the most important yet, and more. Plus, Frankel gives listeners a rundown of the new Real Estate stock investing service from The Motley Fool's sister company Millionacres, and why now could be an especially great time to invest in this beaten-down sector. 

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Direct download: 20200928_IF_Financials.mp3
Category:Podcast -- posted at: 3:10pm EDT

After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA

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Direct download: 20200925_IF_Tech.mp3
Category:Podcast -- posted at: 3:55pm EDT

It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here. 

 

Stocks Mentioned:  NKLA, GM, CNHI, BP, TSLA

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Direct download: 20200924_IF_Energy.mp3
Category:Podcast -- posted at: 3:51pm EDT

What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX

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Direct download: 20200923_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:44pm EDT

Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home.

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Direct download: 20200922_IF_CG.mp3
Category:Podcast -- posted at: 4:23pm EDT

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings. 
 
Direct download: 20200921_IF_Financials.mp3
Category:Podcast -- posted at: 3:23pm EDT

Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG

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Direct download: 20200918_IF_Tech.mp3
Category:Podcast -- posted at: 4:06pm EDT

This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation.

Stocks Mentioned:  TSLA, BP

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Direct download: 20200917_IF_Energy.mp3
Category:Podcast -- posted at: 3:46pm EDT

On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO

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Direct download: 20200916_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:30pm EDT

Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years.
Stocks: JCPenny (JCP), Overstock (OSTK), Lowes (LOW), AtHome (HOME)
Thanks to Motley Fool member Sean for today’s title!

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Direct download: 20200915_IF_CG.mp3
Category:Podcast -- posted at: 4:03pm EDT

In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent news that Citigroup (NYSE: C) CEO Michael Corbat will be stepping down in 2021 and current President Jane Fraser will be taking his place, which will be the first time a woman has been CEO of a mega-bank. Plus, we recently learned that Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) will be taking a stake in Snowflake's upcoming IPO. And finally, the pair tells listeners why Walker & Dunlop (NYSE: WD) and Adobe (NASDAQ: ADBE) are on their radar this week. 

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Direct download: 20200914_IF_Financials.mp3
Category:Podcast -- posted at: 4:05pm EDT

There are too many Zooms to count in the public markets. While Zoom Video Communications has been one of the stars of the past few months, today we switch our gaze to ZoomInfo Technologies (ZI) - a SaaS business that provides companies with organizational information.

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Direct download: 20200911_IF_Tech.mp3
Category:Podcast -- posted at: 3:51pm EDT

Boeing received another blow this week as stories emerged of issues affecting its 787 Dreamliner, adding to the woes the company faced with the 737 Max aircraft. Motley Fool Contributor Lou Whiteman joins the podcast to explain what this latest news means for Boeing and to discuss the current state of airlines and air travel. 

Stocks Mentioned:  TSLA, BA, DAL, LUV, UAL, AAL, SAVE

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Direct download: 20200910_IF_Energy.mp3
Category:Podcast -- posted at: 3:35pm EDT

Revisiting one of our most popular Healthcare episodes from 2019, join Motley Fool contributor Brian Feroldi and Host Emily Flippen as they take a look at some of the most interesting companies improving healthcare through technology, Schrodinger (NASDAQ: SDGR), Simulations Plus (NASDAQ: SLP), and Veeva Systems (NYSE: VEEV).

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Direct download: 20200909_Wildcard.mp3
Category:Podcast -- posted at: 3:05pm EDT

Etsy (NASDAQ: ETSY) made headlines last week after it beat out Tesla for addition to the S&P500. Was the addition justified? Join Motley Fool contributor Dan Kline and host Emily Flippen as they discuss the business basics of Etsy, what makes the company special, and if Etsy is worthy of a position in your portfolio today.

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Direct download: 20200908_CG.mp3
Category:Podcast -- posted at: 4:09pm EDT

We hit the mailbag to do a lightning round of stock talk. Listeners wrote in on Square, Nutanix, Gravity, we explain what's going on with these businesses and what we expect from them going forward. Plus we tackle a tough question about tracking down management info on foreign companies.

Stocks: GRVY, SQ, NTNX, PYPL

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Direct download: 20200904_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

For generations, businesses faced with evidence that their products cause harm to consumers have used public relations campaigns to deny culpability. This week’s guest is Barbara Freese, author of the recent book Industrial Strength Denial: Eight Stories of Corporations Defending the Indefensible, From the Slave Trade to Climate Change. Our conversation delves into corporate denial campaigns in the British slave trade, the fossil fuel industry, the tobacco industry, and more, as well as what changes we can make to make corporate denial less likely.

 

Stocks Mentioned: XOM, BP, GM, F

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Direct download: 20200903_IF_Energy.mp3
Category:Podcast -- posted at: 3:04pm EDT

Warren Buffett just turned 90, announcing a $6 billion investment in five major Japanese trading firms nearly simultaneously. Law professor, corporate governance expert, writer, and Berkshire Hathaway scholar Lawrence Cunningham joins the show to discuss Berkshire’s latest investments, Buffett’s legacy, and how businesses like Berkshire attract quality shareholders. Additional topics include: Constellation Software, succession at Berkshire, ESG investing, and more. 

Professor Cunningham’s latest book, Quality Shareholders: How the Best Managers Attract and Keep Them is available later this Fall. 

Stocks Discussed: BRK.A, BRK.B, DHR, MKL, JEF, GHC, CNSWF, FRFHF

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Direct download: 20200902_IF_Wildcard.mp3
Category:Podcast -- posted at: 4:09pm EDT

In this episode of Industry Focus, Dan Kline joins Host Emily Flippen to break down some of the retailers that are foraging at the front of their own frontiers. These retailers are evolving in unexpected ways, but are all their moves scouting their own paths? Or are they just digging their own graves? 
Stocks: Nike (NKE), GameStop (GME), Ulta Beauty (ULTA), Dick’s Sporting Goods (DKS), Chewy (CHWY) 
Special Thanks to Motley Fool Member Keith Justice for today’s title! 

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Direct download: 20200901_IF_CG.mp3
Category:Podcast -- posted at: 3:32pm EDT

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

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

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

Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT

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

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

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

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

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

Stocks: NNOX

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

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

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

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

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

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

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

Stocks: AMZN, PINS, UBER

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

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

 

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

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

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

 

Stocks Mentioned: PDD, TCEHY, BABA

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

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

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

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

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

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

Stocks: MGNI, RDVT, DAVA

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

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

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

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

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

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

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

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

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

BRK.B MKL

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

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

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

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

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

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

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

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

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

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

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

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

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

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