Industry Focus

On this episode we dig into Apple’s record-setting quarter, explain why the market shouldn’t have been surprised, and figure out what segments fueled the company’s great top and bottom line growth.

Direct download: 151030_Tech.mp3
Category:Podcast -- posted at: 3:59pm EST

Oil sands are becoming more common in the energy sector, and with the amount of work it takes to clean these sands, it's no wonder the cost is so high. Shell not only dropped out of the Arctic after building up all the hype, but now they're letting go of oil sands projects, citing the company's business structure as the problem.

All the while, a "cash crunch" is enveloping the Fab Four in the oil and gas sector, but although these numbers are huge to a layperson, their cash reserves seem to be singing a different tune.

Direct download: 151029_IF_Energy.mp3
Category:Podcast -- posted at: 1:54pm EST

This week we're discussing Walgreens acquiring Rite Aid. Did this retail pharmacy giant play its cards right? Does an overlapping footprint mean the two retail pharmacies will step on each other’s toes? Tune in to find some answers.

Direct download: 151028_IF_Healthcare.mp3
Category:Podcast -- posted at: 7:35pm EST

As the king of retail recognizes its growing reliance on online sales, the company plans to experiment with drones to beat Amazon at its own game.

On this episode we also learn how Cheesecake Factory serves up continued success, we preview Buffalo Wild Wings' earnings release and discover a retailer who says "no" to the Black Friday shopping craze.

Direct download: 151027_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 8:56pm EST

"Competitive Advantage" is the book where economy guru Michael Porter outlines the way to review, research, and plan when assessing an industry for a potential investment.

With big names investors such as Warren Buffett using competitive advantage as a guideline prior to investing, it's quite obvious that success is found when these tools are used.

Direct download: 151026_IF_Financials.mp3
Category:Podcast -- posted at: 6:15am EST

Google and Amazon both had impressive earnings releases this week and the market sent both stocks up 10% after hours. On this episode of Industry Focus we walk through the numbers and see what segments drove growth for each company.

Direct download: 151023_Tech.mp3
Category:Podcast -- posted at: 4:39pm EST

Glencore is known as a giant in the commodities sector, but their recent bout of bond needs has left investors fearing the worst outcome for the company.

Meanwhile, Petrobras is trying to save face as Brazilian currency takes a dive, and Tyler has a favorite stock, Enterprise Products Partners; but there's a fun fact behind this company that might have you jumping on the investment train as well.

Direct download: 151022_IF_Energy.mp3
Category:Podcast -- posted at: 10:06am EST

Our guest Michael O’Neil, CEO of GetWellNetwork, shares how his company is boosting outcomes and improving experience through patient engagement.

Direct download: 151021_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:23pm EST

From a division spin-off to a major celebrity partnership, investors are buying up shares of these consumer goods companies with the hope that they have found the solution to years of underperformance.

Direct download: 151020_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 5:57pm EST

On today's episode we take a look at the performance of a few "too big to fail" banks in the most recent quarter.

Direct download: 151019_IF_Financials.mp3
Category:Podcast -- posted at: 6:21pm EST