Industry Focus

“Pitch Week” continues on Industry Focus as our Foolish contributors share their takes on Under Armour, Dave & Buster’s, and Tractor Supply Co.

Thanks to Harry’s for supporting the Motley Fool. Get your free trial set -- go to Harrys.com/fool.

Direct download: 20171017_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We kick off "Pitch Week" with a look at payment companies Mastercard and Square, and wrap the show with a breakdown of why Warren Buffett's Berkshire Hathaway has been such a good business to own.

Direct download: 20171016_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Netflix got a nice bump after announcing price increases to several of its service tiers – what might the increases mean for the company’s top line and what should investors be paying attention to ahead of the company’s earnings report next week?

Direct download: 20171013_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

The U.S. has a huge number of investment opportunities in the well-developed energy industry. We discuss why the U.S. oil and gas sector has developed the way it has, some complexities in investing in overseas energy companies, and a few stocks with foreign flare you might want to consider.

Direct download: 20171012_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Mylan launches a generic "at-risk" and Flexion's big drug opportunity becomes clearer.

Editor's note: Mylan's drug was mistakenly referred to in the episode as a biosimilar. Copaxone, however, was approved under an NDA, not a BLA, so Mylan's copycat is a generic, not a biosimilar.

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

We look at the latest quarterly earnings from some of the top performers in the alcohol and restaurant industries.

Slack: Where work happens. Find out why at slack.com.

Direct download: 20171010_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials takes a look at share buybacks, dividends, and other ways of returning capital to shareholders.

Direct download: 20171009_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Now that we have a sense of Roku's valuation, what do we think of it? That, plus a rundown on all the cool new devices Google showed off earlier this week and their impact on the smartphone, smart home and camera markets. Get $25 off your first purchase at http://bombfell.com/fool

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

Tesla missed Q3 Model 3 production targets by 83%. We debate how concerned investors should be, some good news from the update, and a potentially exciting development on the horizon.

Thanks to Bombfell for supporting The Motley Fool.  Get $25 off your first purchase at http://bombfell.com/fool

Direct download: 20171005_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Wondering if you can buy, sit back, and collect money on top dividend stocks Johnson & Johnson, AbbVie, and Pfizer? You've come to the right place! In today's episode, we offer up insight into the risk and reward associated with owning these three dividend darlings. 

Direct download: 20171004_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

We dive into the high-end corner of the retail industry with one of the most famous luxury brands in the world: Tiffany. Its signature blue boxes have delighted people around the world, and new leadership is now looking ahead to the challenges posed by changing consumer tastes, especially among younger shoppers. We also look at the latest acquisitions from Coca-Cola and Wal-Mart.

Direct download: 20171003_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

President Trump is interviewing candidates to replace Janet Yellen atop the Federal Reserve. In this episode of Industry Focus: Financials, we dig into the two types of candidates he's considering for the position, and how that will impact the central bank's policies.

Direct download: 20170902_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Investors may soon be able to claim a stake in rapper Eminem's music catalog, thanks to a new company Royalty Flow and the JOBS Act. We run through what's been going on in the equity crowdfunding and mini-IPO space, and how these types of investment opportunities are very different than investing in the stocks we normally talk about.

Direct download: 20170929_IF_Technology_01.mp3
Category:Podcast -- posted at: 3:30pm EDT

We debate the potential implications of the ITCs recommendation for solar import restrictions, the recent rally in oil prices, and the news that GE is selling its Industrial Solutions business.

Direct download: 20170928_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Unpacking Axovant Sciences big Alzheimer’s disease disappointment, plus Pfizer accuses Johnson & Johnson of unfairly increasing healthcare costs.

Direct download: 20170927_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Between its upcoming ESPN and Disney-branded services, the company will give viewers access to 10,000 live sporting events, 500 films, and over 7,000 television episodes. Traditional pay-TV subscriber numbers are on the decline, and CEO Bob Iger sees this streaming transition as his last major priority before retirement.

Direct download: 20170926_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Data center REITs promise ever-growing dividends from a portfolio of data center assets located all around the world, but growing piles of data don't necessarily lead to extreme rewards for shareholders.

Direct download: 20170925_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Alarm.com, Impinj, and Paycom aren't household names yet, but these tech-savvy upstarts are transforming billion dollar markets and that could make them savvy stocks to buy.

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

Direct download: 20170922_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Auto sales have declined 2% this year after sales broke records in 2016, leading many commentators to speculate whether the U.S. has reached peak auto. However, one area of the market – SUV’s, light trucks, and crossovers – continues to demonstrate growth.

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

Direct download: 20170921_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

We rip open the mailbag and answer "what gives with interim clinical trials?", "how can drugmakers use patents to stiff-arm generics?" and "why aren't pharmacies cashing in on baby boomers?"

Direct download: 20170920_IF_Healthcare.mp3
Category:general -- posted at: 3:30pm EDT

Chegg is leading its corner of the classroom with a wide variety of student services, including college applications, textbook materials, and online tutoring. Meanwhile, 2U is acting as a pioneer for online education by creating graduate programs with some of the most prestigious universities in the country. Both of the companies are enjoying double-digit annual growth rates and stand to gain as technology takes on an increasing role in classrooms around the world.

Direct download: 20170919_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The team talks about how the insurance industry works and how health insurance differs substantially from other types of insurance. With information about evaluating supplemental health insurance policies, planning for Medicare at age 65, and managing the transition from work-related coverage to Medicare, this program will tell you what you need in order to make a more informed decision for your financial and health situation

Direct download: 20170918_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Edge-to-edge display? Check. Wireless charging? Check. Facial recognition components? Check. The iPhone X is gorgeous, but what does its release timing mean for Apple’s financials over the next few quarters? We dig into that and Apple’s other upcoming products.

Direct download: 20170914_IF_Tech_PreRec.mp3
Category:Podcast -- posted at: 3:30pm EDT

After years of being dubbed “death traps” for investors the Airlines industry is having something of a renaissance. We discuss which of the big four U.S. national carriers is the better buy for investors today.

Direct download: 20170914_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new study concludes it costs $757 million to develop a new cancer drug, but is that the only reason why drugmakers charge sky-high drug prices or are other reasons to blame too?

Direct download: 20170913_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT