Industry Focus (Podcast)

In the past year, we’ve talked about the bleak outlook for action camera specialist GoPro, a proxy battle at Procter & Gamble, and the unique brick-and-mortar operation at Hudson Ltd. Today, we’re revisiting each of these companies to see what they’ve been up to and what lies ahead for investors. Stocks: HUD, PG, GPRO

Go to Harrys.com/fool to redeem your offer and let them know I sent you to help support the show!

Direct download: 20180925_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Banking has evolved rapidly over the past decade or so, and this could just be the tip of the iceberg. Companies like Amazon.com (NASDAQ: AMZN) and Square (NYSE: SQ) could threaten the big banks’ dominance in some key areas, and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss some of the key trends, news stories, and future catalysts in the financials sector that investors should pay close attention to.

Direct download: 20180924_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Marijuana mania caused a significant pop and drop in Tilray shares this week, including a nearly doubling at one point on Thursday.  Are we witnessing one of the biggest investing opportunities of our generation, or is this marijuana mayhem?

Direct download: 20180921_IF_Healthcare_BonusEp.mp3
Category:Podcast -- posted at: 8:00am EDT

Apple and Amazon have some hot devices about to hit shelves -- some we expected... some we didn't. We walk through what the new iPhones and Apple Watches mean for Apple and what the new Echo devices and Alexa functionality means for Amazon, and how they work the overall strategy for each company.

Stocks: AMZN, AAPL, SONO

Sponsored link: http://www.molekule.com code fool.

Direct download: 20180921_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We continue down the oil supply chain to discuss oilfield servicers. We break down the current state of the industry, assessing whether it is set to bounce back after a few troubled years for the industry, and discuss two of the largest companies in the space.

 

Stocks: HAL, SLB

Direct download: 20180920_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Direct download: 2080919_IF_Healthcare_today.mp3
Category:Podcast -- posted at: 3:30pm EDT

We look at the highest grossing films and studios of 2018 before turning our attention to upstart ticketing service, MoviePass. While this first mover is struggling, the whole industry is quickly following in its footsteps. Stocks: DIS, HMNY, AMC, CNK

 

Thanks to Molekule for supporting our show. Get $75 off your first order at http://www.molekule.com, code “fool”.

Direct download: 20180918_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Hurricane Florence tore through the Carolinas this weekend, leaving billions of dollars of damage in its wake. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss how listeners can prepare, from both a personal finance and investment perspective.

Direct download: 20171120_IF_Financials_2.mp3
Category:Podcast -- posted at: 3:30pm EDT

There's a big change a-coming. Tech stalwarts like Netflix, Facebook, and Alphabet are being recategorized by S&P and MSCI's Global Industry Classification Standard (GICS). We talk about why this is particularly important for the fund and ETF world, and what individual investors need to know.

Stocks: FB, DIS, NFLX, GOOG, GOOGL, VZ, T

Direct download: 20180913_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the explosion of fracking across the United States, demand for fracking-related services is skyrocketing. We discuss the fracking sand industry, its role in the fracking process, and break down some of the biggest companies in the space.

 

Tickers Discussed: HCLP, SLCA

Direct download: 20180913_IF_Energty.mp3
Category:Podcast -- posted at: 3:30pm EDT

With events and artists from all over the world, Live Nation has established a firm grip on the live events industry by bringing talent management, venue operations, and a ticketing platform all under the same roof. We take a look at the company’s sprawling empire, including the regulatory attention it has attracted. Stocks: LYV, MSG

Direct download: 20180911_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The leaders of large-cap financials have been a data company, a subprime lender, and a unique banking institution.

Intro: The financials sector hasn’t been a great performer so far in 2018, underperforming the S&P 500 by more than six percentage points. However, there are some stocks in the sector that have done extraordinarily well. Here’s why Morningstar (NASDAQ: MORN), Credit Acceptance Corp. (NASDAQ: CACC), and SVB Financial Group (NASDAQ: SIVB) have all risen by more than 35% so far this year.

Direct download: 20171120_IF_Financials_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

We tackle one of the more technical tech spaces -- semiconductors -- and do a runthrough of what the industry looks like, how trends like AI, driverless cars, and gaming are boosting demand, and who the major players are.

Stocks: NVDA, INTC, AMD

Direct download: 20180907_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Real estate is, to put it mildly, a BIG part of the US economy. In this episode, we cover some of the major ways to invest in companies providing services to homeowners -- from homebuilding to maintenance. Major tickers: NVR, LGIH, MTH, HD, LOW, TTS, LL, TREX

Direct download: 20180906_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new cash lifeline from United Therapeutics buys the diabetes drugmaker more time to increase sales of its inhaled insulin. Also, make-or-break news is fast approaching for cardiovascular drugmaker, Amarin. MNKD, UTHR, AMRN

Direct download: 20180905_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

On Aug. 31, Coca-Cola announced that it would acquire Costa, a coffee business with thousands of retail storefronts and vending machines stretching from the U.K. to China. Combined with Coke’s industry-leading scale and distribution, the $5.1 billion buyout will help the company tap into the growing coffee industry. Stocks: KO

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get $50 off your first job post.

Direct download: 20180904_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s a look at the three leading person-to-person payment apps and where they could be heading in the future.Person-to-person (P2P) payments have surged in popularity in recent years, and three leaders have emerged – PayPal’s (NASDAQ: PYPL) Venmo, Zelle, and Square’s (NYSE: SQ) cash app. In this episode of Industry Focus: Financials, host Shannon Jones and Fool.com contributor Matt Frankel discuss the three industry leaders and how their surge in popularity could translate into big profits in the future.

Direct download: 20180831_IF_Financials_MONDAYSEP3.mp3
Category:Podcast -- posted at: 3:30pm EDT

AWS is so last year. Today, we talk about how ads are going to push Amazon even further into profitability, and how that could spell trouble for Alphabet's Google and Facebook.

Stocks: AMZN, FB, GOOG, GOOGL, ROKU.

For $75 off your first order, visit M-O-L-E-K-U-L-E-dot-com and enter the promo code fool.
That’s M-O-L-E-K-U-L-E-dot-com and promo code fool.

Direct download: 20180831_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Tesla has been on a wild ride for the past month after CEO Elon Musk discussed potentially taking the company private -- and then ultimately opted not to. We tell the story and dive into the details to help you better understand where the company stands today. (Primary ticker discussed: TSLA)

Direct download: 20180830_IF_Energy.mp3
Category:Podcast -- posted at: 4:16pm EDT

Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?

Direct download: 20180829_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After 12 years and over $10 billion of ticket sales through its platform, Eventbrite is preparing for its public market debut. By targeting “middle market” events, the company has put up fantastic growth with the latest figure for 2018 coming in at over 60% on the top line. We break down this live event business model and bull/bear prospects for the company. Stocks: EB

Direct download: 20180828_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're revisiting common money myths involving topics ranging from investing in stocks to using credit cards.

Direct download: 20180827_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

American big tech stocks have had a pretty good 2018, why have China's big names struggled? We bring on The Motley Fool's investing intern Troy Springer to talk about Alibaba, Baidu, and Tencent's woes, and why now might be a good time to scoop up the stocks.
Stocks: BABA, BIDU, TCHEY


Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off a suitcase!

Direct download: 20180824_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus welcomes auto specialist John Rosevear back to the show to talk about his most recent interview with Ford CFO Bob Shanks, the sustainability of Ford's dividend after its most recent earnings disappointment, and a roundup of other auto news. Stocks discussed: F, TSLA, GM

Direct download: 20180823_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Large-cap healthcare stocks tend to grab all of the headlines, but there are scores of great small-cap companies out there that hold big upside potential. On this week's edition of Industry Focus: Healthcare, host Kristine Harjes talks with Fool.com contributor Brian Feroldi about three little-known companies that are growing quickly and show no signs of slowing down: LaMaitre Vascular (NASDAQ:LMAT),HealthEquity (NASDAQ:HQY), and Novocure (NASDAQ:NVCR).  

Direct download: 20180822_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:02pm EDT

For several weeks, a group of private equity investors have been negotiating a deal for Yum China, the largest restaurant operator in the country. And just last week, Panera Bread founder Ron Shaich helped orchestrate the merger of CAVA Group and Zoe’s Kitchen to create a dominant player in the fast-casual Mediterranean niche. We dive into these potential buyouts and more. Stocks: ZOES, YUMC

Direct download: 20180821_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Oracle of Omaha is still a buyer of stocks, and President Trump is considering a major change to corporate reporting requirements.(NYSE: BRK-A) (NYSE: BRK-B)

Direct download: 20180820_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new email scam is making the rounds -- we breakdown how it works, the signs of a scam, and how you can protect yourself with Fool.com's resident detective, Matthew Cochrane.

Direct download: 20180816_IF_Tech_CyberSecurity_ReEx1.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss the current state of defense spending and earnings for the big four defense contractors. Stocks discussed: LMT, RTN, GD, NOC

Direct download: 20180816_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Spark Therapeutics, Rite Aid, and Alnylam shares have tumbled following news, but that doesn’t necessarily make all three stocks worth buying. Stocks: ONCE, RAD, ALNY

Direct download: 20180815_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

With hundreds of parks in the U.S. attracting millions of visitors each year, amusement parks make up a unique corner of the consumer and retail sector. In this episode, we look at three of the biggest park operators out there -- SeaWorld (SEAS), Cedar Fair (FUN), and Six Flags (SIX).

Slack: where work happens. Go to slack.com to learn more.

Direct download: 20180814_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Is betting against stocks or the entire market ever a smart idea?

Direct download: 20180813_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Streaming company Roku's pivot to a platform company is in full swing and the company's results are looking good. But we can't say the same for Snap after the company reported lackluster user figures.

Direct download: 20180810_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Listen in as we discuss five midstreamers and the broad trends across energy as we continue our earnings series.

Direct download: 20180809_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s why activist billionaire investor Carl Icahn is telling Cigna shareholders to vote against its purchase of Express Scripts. Also, what Regeneron Pharmaceuticals and bluebird bio's new deal means for investors.

Direct download: 20180808_IF_Healthcare_Use.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s no secret that Amazon has made life difficult for many consumer and retail companies, but not every business has buckled under its competitive pressure. One such survivor is Wayfair, an online home goods retailer that has more than doubled its revenue in the past two years to almost $6 billion. Join us as we discuss the secret sauce for this e-commerce underdog. Stocks: W, AMZN

 

Thanks Handy. To get your first 3-hour cleaning for $39 when you sign up for a plan, visit Handy.com/fool and use promo code “fool”.

Direct download: 20180807_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:31pm EDT

The conglomerate had an excellent second quarter, but its cash problem continues.

Direct download: 20180806_IF_Financials.mp3
Category:Podcast -- posted at: 3:46pm EDT

Apple finally hits the market cap milestone. We talk about the Mac maker's earnings results and the quarterly update from wearables foe Fitbit.

Direct download: IF_tech_08032018.mp3
Category:Podcast -- posted at: 3:30pm EDT

Listen in to hear us discuss Exxon, BP, Shell, and Chevron's earnings -- and our favorite stock among the four!

Direct download: 20180802_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

The budding marijuana market is already worth billions of dollars, and it’s expected to grow even more as marijuana momentum accelerates. Here’s what you should know about marijuana’s opportunity and its risks.

Direct download: 20180801_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

From the $71 billion deal between Walt Disney and 21st Century Fox to The New York Times’ envious subscriber growth, we check in on some of the leading names in the media industry. Stocks: DIS, FOX, CMCSA, NYT

Direct download: 20180731_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Both payment processors have grown tremendously, but which is the best to invest in now?

Direct download: 20180630_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Facebook's massive post-earnings sell off caught the market off guard, but should investors have been so surprised? We tackle that, and Spotify's second report as a publicly traded company.

Direct download: 20180727_IF_Tech.mp3
Category:Podcast -- posted at: 3:42pm EDT

We go back to basics in this episode on the U.S. defense sector. We discuss the history of the industry, what investors need to know about the current climate, best stocks to invest in and why. Stocks mentioned: Boeing (BA), Northrop Grumman (NAC), Raytheon (RTN), General Dynamics (GD), Leidos (LDOS), CACI International (CACI), ManTech (MANT), Booz Allen Hamilton (BAH).

Direct download: 20180726_IF_Energy_JULY_26_ads.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s big pharma week! First, we discuss Eli Lilly’s second quarter earnings and its decision to spin-off its animal health business. Then, we explain why GlaxoSmithKline became an investor in the DNA screening company, 23andMe.

Direct download: 20180725_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

BJ’s Wholesale Club is up 50% from its June IPO, with investors encouraged by improving growth and profitability trends. But BJ’s large rival sets a high bar for the industry. We also look at Calavo Growers, which has delivered incredible long-term returns thanks to its main staple - avocados. Stocks: CVGW, BJ, COST

Direct download: 20180724_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Goldman Sachs and Morgan Stanley both had excellent growth in the second quarter.

Direct download: 20180723_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Short sellers are often characterized as speculators and manipulators, but they play an important role in the financial markets. We run through why shorts are important, but also why the average investor should probably stay away from shorting stocks.

Direct download: IF_07202018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

We discuss some headlines from the last week: Tesla finally meeting its production target, GE spinning off healthcare, and Harley-Davidsons latest turmoil. We also chat about the future of flight and Ford’s partnership in China.

Direct download: 20180705_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Now that both rounds of the bank stress tests are over, let’s see what we learned.

Direct download: 20180702_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

25 years ago, most households didn't have a computer in their homes. Today, the five largest U.S. companies are in tech. We discuss what trends led us here and how they aren't done yet.

Direct download: 20180629_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In honor of the 25th anniversary of The Motley Fool we are talking about oil and gas 25 years ago, the present state of the industry, and our predictions for the future. Thanks to Blooom for supporting Industry Focus.  

Get a month free with blooom401k.com/fool and code FOOL.

Direct download: 20180627_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A $3 billion project to sequence the human genome in the 90's is at the root of a revolution in patient treatment today. Also, can technology bridge the growing gap between healthcare supply and demand? Stocks: TDOC, ISRG, ILMN

Direct download: 20180627_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our theme week continues as we celebrate the 25th anniversary of The Motley Fool with a look at the innovation and change that could shape the consumer and retail sector going forward.

 

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code “fool”.

Direct download: 20180626_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s what has changed in banking over the past 25 years and what we think is in store for the next 25.

Direct download: 20180625_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

In today’s show we answer some listener questions from the last month. We discuss the difficulties of getting oil out of the Permian Basin, an attractive pipeline stock, two midstream competitors, and the possible outcome of the impending meeting of OPEC+. Tickers EPD, HAL, SLB.

Direct download: 20180621_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Big news sent Foundation Medicine and Sarepta Therapeutics soaring this week. Meanwhile, PTC Therapeutics investors endured a roller coaster ride. Stocks: FMI, SRPT, PTCT 

Direct download: 20180620_IF_Healthcare_REPLACE.mp3
Category:Podcast -- posted at: 3:30pm EDT

Taking a vacation? Online travel agencies are one of the first places consumers go when planning their trips. We look at Booking Holdings and TripAdvisor as two options for investors in this massive, lucrative market. Stocks: FNKO, TRIP, BKNG

Direct download: 20180619_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

On the surface, White Mountains Insurance’s business model may look a lot like the Oracle of Omaha’s playbook.

Direct download: 20180618_IF_FInancials.mp3
Category:Podcast -- posted at: 3:30pm EDT

This week, a judge approved the AT&T/Time Warner $85B deal. Why does the telecom giant want a piece of the content world, and what does the deal mean for the marketplace?

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180615_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Eugene Mulero, Capitol Hill reporter for Transport Topics, recently visited Project Neon, a $1 billion interstate project in Nevada. He discusses the projects progress and how the Nevada state government secured both federal and private funding. He updates us on President Trumps previously announced spending bill, which included a $200 package for infrastructure. We touch on a few stocks for investors bullish on infrastructure: McDermott International (MDR), Fluor (FLR), AECOM (ACM).

Direct download: 20180614_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Celgene's been stumbling lately, but it's got irons in the fire that could get it back on track. Are this company's best days behind it, or are they only beginning? Stocks: CELG

Direct download: 20180613_IF_Healthcare_REPLACE.mp3
Category:Podcast -- posted at: 3:30pm EDT

As the “retail apocalypse” bears down on brick-and-mortar chains across the country, some department stores are showing signs of strength. Shareholders are cheering the impressive year-to-date rallies, but will the party last? Stocks: M, KSS, DDS, SHLD

 

Thanks to Casper for supporting our podcast. Save $50 on select mattresses at http://www.casper.com/fool, code “fool”.

Direct download: 20180612_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s what investors need to know about three big news items.

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180611_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We've got Fool.com's Brian Feroldi back on to talk under-the-radar tech stocks. He walks us through why Grubhub, Mitek, and BlackLine are currently on his watchlist. Stocks: (NYSE: GRUB) (NASDAQ: MITK) (NASDAQ: BL)

Direct download: 20180608_IF_Tech_JUNE_8.mp3
Category:Podcast -- posted at: 3:30pm EDT

After facing continuing construction delays caused by political challenges and permitting concerns, Kinder Morgan sold its Trans Mountain Pipeline and expansion project to the Canadian government. We discuss what that means for the company's future prospects. Ticker (NYSE: KMI)

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get a $50 credit toward your first job post.

Direct download: 20180607_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Gilead Sciences has been one of biopharma's worst performers, and demand for its hepatitis C drugs has yet to bottom. Can its R&D program jump start investor optimism? Stocks: GILD

Direct download: 20180606_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After digging into these stock market debuts last year, we’re revisiting Canada Goose, Blue Apron, and Stitch Fix to cover the latest developments at each company and to rethink what investors need to know going forward. Stocks: GOOS, APRN, SFIX

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get a $50 credit toward your first job post.

Direct download: 20180605_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

When most investors think of real estate investment trusts, or REITs, they think of things like apartments, hotels, malls, and office buildings. However, there are REITs that own property types you may not have considered, and some of these companies are quite large. In this episode of Industry Focus: Financials, host Michael Douglass and REIT specialist Matt Frankel discuss REITs that own timberlands, data centers, and telecommunications towers.

Direct download: IF_06042018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

We answer a listener question about Universal Display. After seeing revenues surge in 2017, the company has come back to earth in 2018. Does that make it a good time to buy in, or should investors stay away? Stocks: OLED, AAPL

Direct download: 20180601_IF_Tech_JUNE_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

The past twelve months haven’t been kind to GE shareholders. The stock has lost almost half its value as creative accounting practices, a seriously underperforming power segment, and charges related to its legacy insurance business have undermined investor confidence. We talk about recent events, financial results, and how the turnaround plan is going.

Direct download: 20180530_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Precision medicines from Loxo Oncology and Blueprint Medicines could take center stage at the most important cancer conference of the year. Also, here’s why Abiomed’s shares have doubled in 2018. (LOXO) (BPMC) (ABMD)

Direct download: 20180530_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After years of playing of second fiddle to Home Depot, Lowe’s recently tapped J.C. Penney CEO Marvin Ellison to help usher the brick-and-mortar retailer into the future. While the home improvement space has resisted competition from online players, neither of the industry leaders are strangers to innovation and change. The cast also covers the latest updates from the Walt Disney and Fox acquisition. Stocks: LOW, HD, DIS, FOX, FOXA, CMCSA

Direct download: 20180529_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

It's been a busy few months for PayPal. The company just spent $2.2B on "the Square of Europe" and competitors are starting to mount an attack against the company's One Touch approach. How should investors be feeling about it all? Stocks: PYPL, SQ, MA.

Thanks to Harry’s for supporting Motley Fool. Get your Trial Set – go to Harrys.com/fool

Direct download: 20180525_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

The FAA received 149 proposals for its Unmanned Aircraft Systems Integration Pilot Program and selected 10 from different cities across the U.S. The winning cities, partnered with big-name businesses, will work with the FAA to develop testing zones and develop regulations.

Direct download: 20180524_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s not just drugmakers disrupting this massive market, medical device makers are pocketing billions of dollars, too. Here’s what you should know about Medtronic, Abbott Labs, Dexcom, Insulet, and Tandem Diabetes. (NYSE: MDT)(NYSE: ABT)(NASDAQ: DXCM) NASDAQ: PODD)(NASDAQ: TNDM).

Direct download: 20180523_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:38pm EDT

We officially welcome esports to the “major leagues” as the biggest game developers promote, expand, and monetize the multi-player competitions for some of their best-selling titles. From viewership ratings to multi-million dollar deals and professional gamers on contracts, we cover the latest milestones for this fast-growing industry. Stocks: ATVI, EA, TTWO, NVDA, AMD

Direct download: 20180522_IF_CG_Recut.mp3
Category:Podcast -- posted at: 4:35pm EDT

Cash is being used less and less, and these three companies could be big winners.

Direct download: 20180521_IF_Financials.mp3
Category:Podcast -- posted at: 4:26pm EDT

Tencent and MercadoLibre both have leading positions in their markets and offer investors exposure to a ton of major tech trends, making them greater starter stocks for folks looking for international exposure.

Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool.

Direct download: 20180518_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

We take a whirlwind tour of some international stocks, from a truly global infrastructure player, to a Brazilian iron producer dependent on China, and a French oil giant that’s looking to the future and leading the pack.

Direct download: 20180517_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

With a population of 741 million people, Europe’s a huge market for medicine, yet most U.S. investors avoid European drugmakers, including Sanofi. On today's episode, we explain how drugs win approval in Europe and why Sanofi ought to be on your radar.

Thanks to Molekule for supporting our channel.  Get $75 off your first order at http://www.molekule.com code fool.

Direct download: 20180516_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Walmart recently announced a $16 billion investment in Flipkart, the biggest e-commerce company in India. For investors around the world, this deal is the opening volley on the latest front of the e-commerce war between Walmart, Amazon, and Alibaba.

Direct download: 20180515_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

You should definitely have some international exposure in your portfolio, but you don't need to buy foreign stocks to get it.

Direct download: 20180514_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Chinese video streaming company iQiyi is drawing some big comparisons, can it possibly live up to them? And might the company be interesting enough to make us break one of our investing rules?

Direct download: 20180511_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Ford's recently announced move away from cars in its North American market has caused quite a stir. We get the real story behind the headlines, the trends driving the changes in the auto industry, and discuss some investor concerns.

Direct download: 20180510_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Activist investors are offering to buy the health records company, but visionary CEO Jonathan Bush might not want to sell. Also, Shire gives the thumbs up to Takeda and patience pays off for Portola Pharmaceuticals investors.

Direct download: 20180509_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Last week, tech mogul Elon Musk shared his bearish view of competitive moats, spurring a response from Warren Buffett who coined the term 20 years ago. So in this day and age, does frequent innovation hold more value than a wide moat? We tackle that question and more of the Musk-Buffett debate on this episode of Industry Focus.

Direct download: 20180508_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.

Direct download: 20180507_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180504_IF_technology_FIX.mp3
Category:Podcast -- posted at: 3:30pm EDT

Available housing inventory in the U.S. is at historical lows and homebuilders are faced with high costs and labor shortages. Three stocks stand out above the rest for their focus on two important markets – millennials and retirees.

Direct download: 20180503_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT