Industry Focus

While AT&T and Time Warner investors prepare themselves for a tough legal battle with the Justice Department to close their merger, competitors are circling the valuable media empire that could be going up for sale at Twenty-First Century Fox.

Direct download: 20171121_IF_ConsumerGoods_-18.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials looks at the two tax reform bills currently making their way through Congress, the differences between them, and the likely winners and losers of tax reform.

Direct download: 20171120_IF_Financials_at-18.mp3
Category:Podcast -- posted at: 3:30pm EDT

Roku's first report as a publicly traded company couldn't have gone better. With a second look at their books, are we more sold on the long-term viability of the streaming company?

Editor's note: In the show, we mistakenly said that 1/3 of Roku's platform revenue comes from licensing. That 1/3 portion of the platform revenue is actually from content distribution, the licensing portion is much smaller.

Thanks to Harry’s for supporting Motley Fool. Harry’s will give you their trial shave set for FREE when you sign up at - just pay for shipping!

Direct download: 20171117_IF_Tech_Cut.mp3
Category:Podcast -- posted at: 3:30pm EDT

The U.S is increasingly being powered by cheap natural gas and the deployment of pipeline infrastructure is ensuring this remains the case for years to come. In this show we discuss why the commodity is growing in popularity, the billions of dollars being spent transporting it across the country, and investment opportunities in the industry.

Direct download: 20171116_IF_Energy.mp3
Category:Podcast -- posted at: 5:17pm EDT

A flurry of news has investors clamoring to add Nektar Therapeutics to their portfolios. Plus, we explain why investors are disappointed by Loxo Oncology’s good news and how a new smart pill could change medicine forever.

Direct download: 20171115_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Shares of the #2 toy company and casual dining chain are both up double digits thanks to buyout rumors. For Mattel, the potential deal with Hasbro would create a dominant player in the toy industry. Meanwhile, a private equity firm with significant restaurant experience is courting B-Dubs. The team also takes a look at Canada Goose, one of the best-performing IPOs of the year.

Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set -- go to

Direct download: 20171114_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials looks at robo-advisors, the automated substitute for financial advisors that has surged in popularity.

Direct download: 20171113_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

After missing on revenue, earnings, and users, shares of Snap got pummeled following the company's Q3 earnings release. We work through the release, talk about the company's transition to auction-based ad sales, and check in on the Spectacles hardware segment.

Direct download: 20171110_IF_Tech_cut.mp3
Category:Podcast -- posted at: 3:00pm EDT

Utilities have historically been classified as safe and boring but the industry is changing and there are some potentially exciting opportunities in the often overlooked segment.

Direct download: IF_Energy_and_industrial_11092017.mp3
Category:general -- posted at: 3:30pm EDT

The much-maligned company is making progress on its restructuring plan, but it's not out of the woods yet. Plus, why Keryx Pharmaceuticals shares tumbled despite winning an FDA approval that more than doubles its addressable market.

Direct download: 20171108_IF_HEalthcare.mp3
Category:Podcast -- posted at: 3:53pm EDT

In 2014, regulatory opposition forced Sprint to give up on its plan to acquire T-Mobile. Three years later, the two companies returned to the negotiating table, coming close to finalizing an agreement before the deal fell apart once again. What happened? And what lies ahead for the No. 3 and 4 wireless providers?

Direct download: 20171107_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:46pm EDT

Financials looks at the new Federal Reserve chair, rising interest rates in the U.K, and the end of the CFPB class action rule.

Direct download: 20171106_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Great earnings releases from Microsoft and Amazon highlight one thing in particular -- the cloud business is booming for both tech giants.

Direct download: 20171103_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

2017 hasn’t been kind to GE so far. Three months in we discuss the moves new CEO John Flannery is making to right the business, rumors around the November 13th meeting, and give our bull and bear cases for the stock.

Direct download: if_10022017.mp3
Category:Podcast -- posted at: 2:43pm EDT

Beer, wine, and spirits Goliath Constellation is acquiring a 10% stake in marijuana stock Canopy Growth, plus why CVS Health is eyeing Aetna, and how one fast-growing upstart is fighting back at colon cancer.

Direct download: 20171101_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Toys “R” Us bankruptcy filing in September sent waves through the industry as toy companies cut shipments to the retailer and adjusted their forecasts ahead of the holiday shopping season. However, the latest earnings results from Mattel and Hasbro paint a picture of two industry leaders with very different outlooks.

Direct download: 20171031_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials looks at statistics about emergency savings, credit cards, retirement saving, stock investing, and homeownership.

Direct download: 20171030_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

AMD and Twitter both beat expectations with their quarterly numbers, so why is the social media company flying while shares of the semiconductor company get pummeled? and enter MOTLEY FOOL in the “How Did You Hear About Us?” section

Direct download: 20171027_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss U.S. manufacturing, policy making, and how technology will unlock efficiencies in the oil and gas industry with Mark Mills. Mark has a long and illustrious career as a policy advisor, fund manager, and physicist.

Direct download: 20171026_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A scary sell-off in Celgene and Ionis Pharmaceuticals shares may have you thinking "sell", but there are good reasons why you shouldn't let what's spooking other investors shake you out of your stock too.

Direct download: 20171025_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:25pm EDT

Up over 70% in the past year, the iconic newspaper has enjoyed a major boost in readership thanks to the current presidential administration. Meanwhile, Blue Apron struggles to build momentum as meal kit rival HelloFresh prepares for its IPO.

Thanks to Freshbooks for supporting the Motley Fool.  Get a 30-day free trial by going to and enter “MOTLEY FOOL” in the “How Did You Hear About Us?” section.

Direct download: 20171024_IF_ConsGoods.mp3
Category:Podcast -- posted at: 3:51pm EDT

Financials takes a look at bank earnings, important metrics, and catalysts that could move bank stocks higher.

Direct download: 20171023_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We wrap up pitch week with discussions of IBM, Netflix, and Mindbody. If you want the whole list of pitch week stocks, email!

Direct download: 20171020_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Three Motley Fool contributors pitch General Motors, NV5, and Transocean as stocks investors might want to watch.

Direct download: 20171019_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Novocure, Precision Medicine, and Celgene are three top healthcare stocks. The team discusses their business models and biggest risks in this edition of “Pitch Week.”

Direct download: 20171018_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT