Industry Focus

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.

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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.

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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.

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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