Industry Focus

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

 

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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