Industry Focus (Podcast)

Motley Fool analysts Dylan Lewis and Sean O’Reilly break down the week in tech earnings, and explain just how Selerity got its hands on Twitter’s earnings and what went wrong for LinkedIn in the first quarter.

Direct download: 150501_IF_Tech.mp3
Category:Podcast -- posted at: 4:27pm EDT

Fool Analysts Tyler Crowe and Taylor Muckerman dig into Big Oil's recent earnings results and find some interesting tidbits  about oil prices and why the integrated business model has been successful for so many years in the world of oil. 

Direct download: 150430_IF_Energy_.mp3
Category:Podcast -- posted at: 1:20pm EDT

Anthem has been a big beneficiary of health insurance reform, so Motley Fool analyst Michael Douglass and contributor Todd Campbell dig into Anthem's first quarter results to see if the ACA continues to drive results higher.

Direct download: 150429_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:27pm EDT

Motley Fool analysts Sean O’Reilly and Dylan Lewis discuss Google’s new cell phone service, “Project Fi” as well as big news from Amazon.

Direct download: 150429_IF_Tech.mp3
Category:Podcast -- posted at: 3:58pm EDT

Motley Fool analysts Sean O'Reilly and Vincent Shen discuss why the Comcast / Time Warner Cable merger fell apart and where the industry goes from here.

Direct download: 150428_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:15pm EDT

A 15-minute, 3-step guide to analyzing bank stocks.

Direct download: 150427_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Oil services companies have been surprising Wall Street this week with better than expected results. Sean and Tyler take a look at why some companies in the space have been able do better than expected and identifies some of the important traits investors should look for when buying oil services stocks.

Direct download: 150423_IF_Energy.mp3
Category:Podcast -- posted at: 3:02pm EDT

A look at Rite Aid’s strategic initiatives for catching up to – and even passing – its competitors.

Direct download: 150422_IF_Healthcare.mp3
Category:Podcast -- posted at: 11:38am EDT

Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the toy industry and how Foolish investors can invest in this huge business.

Direct download: 150421_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 1:59pm EDT

Tune in to learn what this week’s earnings reports mean to owners of Wells Fargo, JPMorgan, and other big banks.

Direct download: 150420_IF_Financials.mp3
Category:Podcast -- posted at: 2:31pm EDT

Motley Fool Analysts Dylan Lewis and Sean O’Reilly discuss recent antritrust violations lobbed by the EU at Google Inc.

Direct download: 150417_IF_Tech.mp3
Category:Podcast -- posted at: 3:54pm EDT

Motley Fool Analysts Tyler Crowe and Sean O’Reilly discuss current myths surrounding the oil market: in particular battery tech advances.

Direct download: 150416_IF_Energy.mp3
Category:Podcast -- posted at: 3:49pm EDT

Two Motley Fool analysts dive into Johnson & Johnson's earnings and
discover that there's both good and bad news that investors need to know.

Direct download: 150415_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:25pm EDT

Motley Fool analysts Sean O'Reilly and Dylan Lewis discuss the latest news in the world of consumer goods investing.

Direct download: 150414_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:21pm EDT

Highlights from Jamie Dimon’s recent letter to shareholders, as well as a discussion of when is the right time to sell stocks.

Direct download: 150413_IF_Financials.mp3
Category:Podcast -- posted at: 2:35pm EDT

Motley Fool Analysts Sean O’Reilly and Dylan Lewis discuss recent venture capital investments in the technology industry and if they are getting too excessive.

Direct download: 150410_IF_Tech.mp3
Category:Podcast -- posted at: 11:06am EDT

Taylor and Tyler look at the bullish and bearish viewpoints of Shell's recent decision to acquire BG Group for $70 billion.

Direct download: 150409_IF_Energy.mp3
Category:Podcast -- posted at: 3:28am EDT

Expiring patents threaten billions of dollars in sales at Amgen. Here's what the company is doing to offset the threat to some of its best selling drugs.

Direct download: 150408_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:25pm EDT

Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss Google Fiber and its ramifications for the ISP industry

Direct download: 150407_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 5:02pm EDT

The Oracle of Omaha is practically a force of nature in today’s investing world, but how will he be remembered a century from now?

Direct download: 150406_IF_Financials.mp3
Category:Podcast -- posted at: 4:27pm EDT

We’ve seen this before… High oil prices create a market where nearly everyone can make money. The surplus of production outstrips supply and prices subsequently fall. This leads to reduced capital investment. It’s called "cyclicality". 

Will 2020 be the next turning point due to underinvestment now? Find out on today's episode of Industry Focus.

Direct download: 150402_IF_Energy.mp3
Category:Podcast -- posted at: 3:27pm EDT

A drop dead, massively big, upside opportunity exists for this pre-clinical stage biotech star. Motley Fool analyst Michael Douglass and contributor Todd Campbell discuss this and much more.

Direct download: 150401_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:17pm EDT

This week’s tech edition looks at Google’s new algorithm, Twitter’s Periscope, and the Facebook announcement that is all one of our analysts can talk about.

Direct download: 150327_IF_Tech.mp3
Category:Podcast -- posted at: 5:10am EDT

Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the recent Kraft buyout in the context of past consumer goods mega-deals.

Direct download: 150331_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:40pm EDT

This episode we learn why AmEx losing its Costco partnership is actually a long-term win.

Direct download: 150330_IF_Financials.mp3
Category:Podcast -- posted at: 3:41pm EDT

America's abundance of oil has some investors wondering how high levels of storage and shut in wells could impact energy stocks. So Taylor and Tyler break down the situation and give some quick words of caution.

Direct download: 150326_IF_Energy.mp3
Category:Podcast -- posted at: 6:05pm EDT

Can Amarin Corp Plc convert promise into profit? Motley Fool healthcare analyst Michael Douglass and healthcare contributor Todd Campbell discuss the challenges ahead for this volatile biotech stock.

Direct download: 150325_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:15pm EDT

Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the merits and drawbacks of investing in the movie theatre industry.

Direct download: 150324_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 4:27pm EDT

The competitive landscape of the financial industry has changed greatly over the last century – what does this mean for today’s banks?

Direct download: 150323_IF_Financials.mp3
Category:Podcast -- posted at: 4:52am EDT

Nintendo stock is making moves, while Glu Mobile’s Kim Kardashian: Hollywood game is climbing the iTunes charts. Motley Fool analysts Nathan Hamilton and Sean O’Reilly discuss why on this week’s Industry Focus Podcast.

Direct download: 150320_IF_Tech.mp3
Category:Podcast -- posted at: 4:04pm EDT

A 742% spending surge for hepatitis C, pricey new diabetes medications, and one new drug class that has payers nervous -- all discussed today by healthcare analyst Michael Douglass and healthcare contributor Todd Campbell on today's Industry Focus.

Direct download: 150318_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:57pm EDT

Motley Fool Analysts Sean O’Reilly and Vincent Shen Dive into the international businesses of some of America’s most storied household brands.

Direct download: 150317_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 4:36pm EDT

Stress tests results reveal whether banks are prepared for economic downturn and if they can return more capital to shareholders.

Direct download: 150316_IF_Financials.mp3
Category:Podcast -- posted at: 3:41pm EDT

It was a busy week as normal for tech stocks. Microsoft made a bold move, Intel shares slumped, and Amazon is jumping into the booming IoT industry. Fool analysts Nathan Hamilton and Sean O'Reilly discuss each news event and what it means for shareholders.

Direct download: 150313_IF_Tech.mp3
Category:Podcast -- posted at: 2:40pm EDT

Today’s Industry Focus is talking Exxon, Chevron, and how not to fall prey to silly journalism in the energy space.

Direct download: 150312_IF_Energy.mp3
Category:Podcast -- posted at: 5:18am EDT

MannKind and Orexigen: two companies with big promise, but can they deliver on profit? Healthcare analyst Michael Douglass and healthcare contributor Todd Campbell discuss the risks facing these biotech stocks.

Direct download: 150311_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:48pm EDT

Are shares of Chipotle copy-cats becoming overvalued? Tune in to find out.

Direct download: 150310_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 10:12am EDT

Initial bank stress tests results are out, and analysts discuss their importance and potential implications of this Wednesday’s round two results.

Direct download: 150309_IF_Financials.mp3
Category:Podcast -- posted at: 4:36pm EDT

The tech world was focused on one event this past week – The Mobile World Congress. Held in Spain, the event serves as barometer of tech trends in coming years. Fool analysts Nathan Hamilton and Sean O’Reilly sit down to discuss the event and what it means for investors.

Direct download: 150306_IF_Tech.mp3
Category:Podcast -- posted at: 4:35pm EDT

Healthcare analyst Michael Douglass and healthcare contributor Todd Campbell discuss the pitfalls and potential of two small cap biotech stocks.

Direct download: 150304_IF_Healthcare.mp3
Category:Podcast -- posted at: 7:01pm EDT

Motley Fool analysts Sean O’Reilly and Vincent Shen discuss the global gaming industry and opportunities for investors.

Direct download: 150303_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 2:15pm EDT

Fool contributor John Maxfield takes on a few key points from this year’s letter to Berkshire Hathaway shareholders.

Direct download: 150302_IF_Financials.mp3
Category:Podcast -- posted at: 3:44pm EDT

A lot has been said about the concerns and potential capabilities of AI. But how close is AI is to becoming reality? It may be farther out on the horizon than some believe.

Direct download: 150227_IF_Tech.mp3
Category:Podcast -- posted at: 5:16pm EDT

With Seadrill and Transocean reporting earnings, some analysts out there are saying sell for some pretty ridiculous reasons. Here's why you shouldn't listen to them.

Direct download: 150226_IF_Energy.mp3
Category:Podcast -- posted at: 12:44pm EDT

In this healthcare edition of Industry Focus, healthcare analyst Michael Douglass and healthcare contributor Todd Campbell speculate which of these two biotech titans is a better buy.

Direct download: 150225_IF_Healthcare_.mp3
Category:Podcast -- posted at: 4:57pm EDT

Join Motley Fool Analysts Sean O'Reilly and Vincent Shen for an investing happy hour as they discuss the alcohol industry.

Direct download: 150224_IF_Retail.mp3
Category:Podcast -- posted at: 4:44pm EDT

Falling oil prices and rising interest rates are two catalysts that could significantly impact the banking industry over the next year in far-reaching ways.

Direct download: 150223_IF_Financials.mp3
Category:Podcast -- posted at: 3:34pm EDT

Fool Tech analyst Nathan Hamilton recently returned from a trip to Asia and discusses some trends that Apple followers should pay attention to.

Direct download: 150220_IF_Tech.mp3
Category:Podcast -- posted at: 4:14pm EDT

SolarCity missed their EPS guidance and suffered a double-digit drop overnight. Meanwhile, analysts are jumping to conclusions about ExxonMobil’s glaring absence from Berkshire Hathaway’s holdings disclosure, but Taylor Muckerman has his own theory. 

Direct download: 150219_IF_Energy.mp3
Category:Podcast -- posted at: 1:33am EDT

In this episode of Industry Focus, analysts Michael Douglass and Todd Campbell discuss the oncoming opportunity with biosimilars and identify the stocks they’re most excited about in this space.

Direct download: 150218_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:34pm EDT

Motley Fool Analysts Simon Erickson and Sean O’Reilly discuss two top plays for the emerging trend that is the Internet of Things

Direct download: 02132015_IF_Technology.mp3
Category:Podcast -- posted at: 11:49am EDT

Talking about the energy stocks we secretly admire as Valentines day approach

Direct download: 150213_Energy.mp3
Category:Podcast -- posted at: 11:45am EDT

In this week’s healthcare-focused episode of Industry Focus, analysts Michael Douglass and Todd Campbell discuss two small biotechs that recently reported hepatitis C data and look at their opportunity in this large and competitive market.

 

Direct download: 02112015_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:18pm EDT

Find out why ideal balance sheets and superstar CEO’s are essential to the success of banks.

Direct download: 02092015_IF_Finance_USE.mp3
Category:Podcast -- posted at: 2:20pm EDT

Motley Fool Analysts Sean O’Reilly and Simon Erickson discuss LinkedIn’s latest results and dive into Invensense’s current product offerings and what the company might have around the corner.

 

Direct download: 02062015_IF_Technology.mp3
Category:Podcast -- posted at: 2:44pm EDT

Another wrench was thrown in the wheels of the Keystone XL pipeline amid a 20% rally in oil prices this week, while Petrobras brings the Axe on its CEO and top executives.

Direct download: IF_Energy_02052015.mp3
Category:Podcast -- posted at: 2:42pm EDT

Biotech bellwether Gilead Sciences shares sagged after reporting a blockbuster quarter. Here's what investors need to know before they sell too.

Direct download: IF_02042015.mp3
Category:Podcast -- posted at: 4:25pm EDT

The Motley Fool’s Morgan Housel interviews author Patrick O’Shaugnessy about his new book “Millennial Money: How Young Investors Can Build a Fortune”.

Direct download: IF_02032015.mp3
Category:Podcast -- posted at: 4:42pm EDT

In the 1980’s, a sharp drop in oil prices produced the first too-big-to-fail bank. Are falling oil prices today going to cause a similar wave of bank failures?

Direct download: 02022015_IF_Finance.mp3
Category:Podcast -- posted at: 5:14pm EDT

Motley Fool Analysts Sean O’Reilly and Eric Bleeker discuss the latest earnings results from Facebook, Amazon.com, and Google.

Direct download: 01302015_IF_Technology.mp3
Category:Podcast -- posted at: 2:48pm EDT

On today’s show the guys discuss earnings from Phillips 66 and Valero, and then argue about the best income investment in the energy industry.

Direct download: IF_Energy.mp3
Category:Podcast -- posted at: 12:31pm EDT

Motley Fool healthcare analysts take a closer look at Novartis’ pipeline, its most recent earnings report, and what lies ahead for 2015 and beyond.

Direct download: 01282015_IF_Healthcare.mp3
Category:Podcast -- posted at: 2:09pm EDT

Industry focus takes a closer look at the tobacco industry and its merits with the broader category of “Sin Stocks”.

Direct download: IF_01272015.mp3
Category:Podcast -- posted at: 9:39am EDT

Fool tech analyst Nathan Hamilton dives into the numbers to uncover what investors should focus on

Direct download: IF_01232015.mp3
Category:Podcast -- posted at: 1:05pm EDT

Earnings are kicking off for the energy sector with a few surprising better than expected results from oil services companies.

Direct download: IF_01222015.mp3
Category:Podcast -- posted at: 2:25pm EDT

Why aging America, healthcare clinics, and sticky relationships could make Rite Aid and CVS Health soar.

Direct download: IF_01212015.mp3
Category:Podcast -- posted at: 4:49pm EDT

Direct download: IF_0120215.mp3
Category:Podcast -- posted at: 2:16pm EDT

Tech: Why U.S. Internet Speeds are so slow

President Obama wants to fix the U.S.'s Internet problem. In this tech-centric episode of Industry Focus, Sean O'Reilly and Nathan Hamilton jump into why the President took notice of Internet services and how subpar it really is. Where does the U.S. rank in terms of its internet and what does this all mean for investors? Find out now!

Direct download: IF_Tech_1162015.mp3
Category:Podcast -- posted at: 4:30pm EDT

Energy: Big Banks' Oil Problems

On this energy-centric episode of Investor Focus, Taylor Muckerman and Tyler Crowe discuss the problems with Oil and how confused Big Banks really are.

Direct download: IF_Energy_-_1152015.mp3
Category:Podcast -- posted at: 3:32pm EDT

Healthcare: Investing Thoughts for Marijuana Stocks in 2015

With so many marijuana stocks wanting you to invest in 2015, how can an investor make the right decision? Michael Douglass and Todd Campell dive into companies jumping into marijuana and talk about companies standing out to them.

Direct download: IF_Heathcare_1142015.mp3
Category:Podcast -- posted at: 2:10pm EDT

Consumer Goods: Why Netflix and Amazon Were the Big Winners at the Golden Globes

The Golden Globes featured A-listers vying for top honors, but what two companies outshown even the best actor award? In this Consumer Goods edition of Industry Focus, Nathan Hamilton and Sean O'Reilly discuss two well-known companies who won big at the Golden Globes.

Direct download: IF_1132015.mp3
Category:Podcast -- posted at: 2:30pm EDT

Financials: Are Wall Street Bonuses Out of Control?

In this financial edition of Industry Focus, Motley Fool analysts John Maxfield and Michael Douglass discuss the destabilizing impact of Wall Street bonuses as well as the Federal Reserve's record earnings in 2014.

Direct download: IF01122015.mp3
Category:Podcast -- posted at: 2:52pm EDT

The guys discuss the investment takeaways and awesome technology showcase at this year's Consumer Electronics Show in Las Vegas, NV.

Direct download: IF_01092015.mp3
Category:Podcast -- posted at: 2:49pm EDT

The guys talk the biggest headlines in energy this week, focusing on the price of oil.

Direct download: IF_01082014.mp3
Category:Podcast -- posted at: 3:22pm EDT

The healthcare guys riff about the investing takeaways from Obamacare.

Direct download: IF_01072014.mp3
Category:Podcast -- posted at: 3:42pm EDT

We got a little snow today, so please enjoy this interview with Container Store CEO and Fool friend Kip Tindell.

Direct download: IF_01062014.mp3
Category:Podcast -- posted at: 3:55pm EDT

The guys talk banking in 2015 and the leverage loan market.

Direct download: IF_01052015.mp3
Category:Podcast -- posted at: 2:45pm EDT

Tech guys take a look back at 2014 and talk about the best CEO of the year, Tim Cook.

Direct download: IF01022014.mp3
Category:Podcast -- posted at: 12:00pm EDT

Energy guys take a look ahead into 2015 with analysis of 2014's energy stock woes.

Direct download: IF_01012015.mp3
Category:Podcast -- posted at: 12:00pm EDT

Fools talk 3 top biotech stocks of 2015 on this healthcare edition of Industry Focus.

Direct download: IF_12312014.mp3
Category:Podcast -- posted at: 12:00pm EDT

Our consumer goods analysts talk about the biggest consumer goods stock of 2015.

Direct download: IF_12302014.mp3
Category:Podcast -- posted at: 12:00pm EDT

The guys are on vacation, so we're playing you an interview with the CEO of Suntrust.

Direct download: IF_12292014.mp3
Category:Podcast -- posted at: 11:44am EDT

On today's edition, analyst Nathan Hamilton defends T-Mobile, despite a big holiday hit.

Direct download: IF_12262014.mp3
Category:Podcast -- posted at: 12:00pm EDT

The guys do the cheesy holiday edition to celebrate the biggest energy stock-ing stuffers for your Christmas time investing.

Direct download: IF_12252014.mp3
Category:Podcast -- posted at: 12:00pm EDT

Happy Holidays from the Motley Fool!

Direct download: IF12242014.mp3
Category:Podcast -- posted at: 12:18pm EDT

On today's show, the guys talk about the top consumer goods stores of 2014

Direct download: IF12232014.mp3
Category:Podcast -- posted at: 1:59pm EDT

In this episode of industry focus, we discuss the tanking Russian ruble, potential fraud at a REIT, and why Elizabeth warren is right about Citigroup.

Direct download: IF_12222014.mp3
Category:Podcast -- posted at: 2:20pm EDT

Our tech guys riff about Apple's iBeacon technology and T-Mobile on today's tech edition of Industry Focus.

Direct download: IF_12192014.mp3
Category:Podcast -- posted at: 2:54pm EDT

What do the energy stocks do the guys want for Christmas? Stay tuned for this energy edition of Industry Focus.

Direct download: IF_12182014.mp3
Category:Podcast -- posted at: 4:26pm EDT

In this week's industry focus, our analysts discuss their favorite of the successful 2014 healthcare large cap stocks

Direct download: IF_12172014.mp3
Category:Podcast -- posted at: 1:43pm EDT

Who would Santa pick to be in your kids' STOCK-ing?! Consumer goods analysts Sean O'Reilly and Nathan Hamilton speculate!

Direct download: 12162014_IF_CG.mp3
Category:Podcast -- posted at: 3:14pm EDT

Motley Fool analyst Michael Douglass and Fool contributor John Maxfield discuss how new investors should think about the traits of a great investor.

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

On this tech edition of Industry Focus, tech analysts Sean O'Reilly and Nathan Hamilton talk about the biggest tech IPO of the year -- Zendesk.

Direct download: IF_Tech.mp3
Category:Podcast -- posted at: 11:29am EDT

We're bringing you a special energy-inspired interview on this edition of Industry Focus.

Direct download: IF_Energy_Intro_1.mp3
Category:Podcast -- posted at: 4:37pm EDT

On today's Industry Focus, healthcare analyst Michael Douglass and healthcare contributor Todd Campbell riff about what makes or breaks a healthcare stock.

Direct download: 12102014_IF_HC_MP3_128kbit_44kHz_stereo.mp3
Category:Podcast -- posted at: 11:52am EDT

Let's talk drones, name your own price, and some high tech milk on this edition of Industry Focus. 

Direct download: Industry_Focus_-_Consumer_Goods_12914_MP3_128kbit_44kHz_stereo.mp3
Category:Podcast -- posted at: 11:19am EDT

Why you don't always want to do what Buffett does. 

Direct download: Financials_IF_2014_12_8_MP3_128kbit_44kHz_stereo.mp3
Category:Podcast -- posted at: 2:55pm EDT

Tech analysts Sean O'Reilly and Nathan Hamilton discuss Sprint and Microsoft. They also take a look into their crystal ball and discuss the impact of artificial intelligence on businesses and man-kind.

Direct download: 12062014_WTMI_Tech_MP3_128kbit_44kHz_stereo.mp3
Category:Podcast -- posted at: 12:00pm EDT

It's an all-energy episode of WTMI. Analysts Taylor Muckerman and Tyler Crowe talk about the huge hit Wall Street took to energy stocks, and question whether it was an overraction.

Direct download: 12042014_WTMI_Energy_MP3_128kbit_44kHz_stereo.mp3
Category:Podcast -- posted at: 11:31am EDT

It's an all CVS episode of Where the Money Is. Did CVS make Santa's naughty or nice list? Michael Douglass and Todd Campbell tell you more.

Direct download: 12032014_WTMI_HC_MP3_128kbit_44kHz_stereo.mp3
Category:Podcast -- posted at: 2:33pm EDT