Industry Focus

All of the Industry Focus hosts get together to pitch some of their top stocks for 2020 and to talk about the shelf life of some of the major trends that have shaped the past decade.

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Direct download: 20191218_IF_Holiday_WEDNESDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

The Industry Focus hosts get together for a roundtable discussion of the major stories of 2019 -- WeWork, the elimination of investing fees, and the CBD explosion -- and explain how they've shaped the market.

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Direct download: 20191218_IF_Holiday_TUESDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

All of the Industry Focus hosts get together to talk about the last ten years -- the trends that ruled the market and some fun facts that paint the picture of where we were and how we got to 2019.

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Direct download: 20191218_IF_Holiday_MONDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

We take a look at the IPO market in 2019 and talk about some of the major public debuts like Uber, Lyft, and Slack. Plus we name some companies we'd like to see public in 2020.Stocks: UBER, LYFT, WORK

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Direct download: 20191220_IF_Tech.mp3
Category:Podcast -- posted at: 3:51pm EST

Motley Fool Senior Analyst Buck Hartzell joins the podcast to discuss Loews, a Berkshire Hathaway-esque conglomerate with exposure to insurance, offshore oil, natural gas pipelines, hotels, and consumer packaging. We’ll discuss the company’s strategy and why the stock could present a compelling value to investors today.  

Stocks Mentioned: L, CNA, DO, BRK-B, BRK-A

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Direct download: 20191219_IF_Energy.mp3
Category:Podcast -- posted at: 3:26pm EST

The annual American Society of Hematology (ASH) conference has historically been fertile ground for revolutionary advances in the treatment of blood disorders and cancers. This year was no exception. Impressive results in multiple myeloma, beta thalassemia, acute myeloid leukemia, hemophilia, and chronic lymphocytic leukemia could reshape treatment, generating billions of dollars in sales for the companies responsible for them. Listen in to learn more about ASH 2019's biggest stories, and the stocks that could benefit. Stocks: JNJ, BMY, BLUE, GSK, FTSV, QURE, MRK, ARQL.

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Direct download: 20191218_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

With the advent of social media marketing and e-commerce, it’s easier than ever for new brands to emerge. As a result, the last decade has seen incredible growth in direct to consumer (DTC) sales. Foolish Analyst Abi Malin joins the show to break down the DTC trend, what’s driving it, and ways investors can profit from it.

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Direct download: 20191217_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at recent fintech IPO Bill.com (NASDAQ: BILL). Then, Frankel looks at real estate investment trusts CoreSite (NYSE: COR) and Innovative Industrial Properties (NYSE: IIPR) as unique plays on some of the latest trends in technology and medical cannabis, and Moser takes a deeper dive into Mitek (NASDAQ: MITK). Plus, we look at some of the latest stocks that our listeners (and we) bought.

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Direct download: 20191216_IF_Financials.mp3
Category:Podcast -- posted at: 3:38pm EST

We explore just how big Cyber Monday was courtesy of data from the National Retail Federation and Adobe Analytics, plus we talk about the trends fueling the growth and one big winner.Stocks: AMZNThanks to Brave for supporting Industry Focus. Change your browser experience today by switching to Brave at brave.com/FOOL.

Direct download: IF12142019_final.mp3
Category:Podcast -- posted at: 3:30pm EST

We look back at the major changes in the smartphone, streaming, and smart home markets over the past decade to explore how we got to to 2020, and talk about a couple products that whiffed over the last 10 years.

Stocks: AAPL, AMZN, ROKU, GOOGL, GOOG, NFLX

Direct download: IF12132019_final.mp3
Category:Podcast -- posted at: 4:24pm EST

For the better part of a year, the Boeing 737 MAX has dominated headlines surrounding Boeing. Nevertheless, onlookers are still left with nearly as many questions as answers. Motley Fool Contributor Lou Whiteman joins the show to update us on the latest in the 737 MAX saga and discuss where Boeing’s business and stock could go from here. 

 

Stocks Mentioned:BA, EADSY, LUV

 

Check out this article for more of Lou’s thoughts on Boeing and Airbus.

 

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Direct download: IF_energy_12122019_final.mp3
Category:Podcast -- posted at: 5:22pm EST

The number of Americans over age 65 and age 85 will double and triple, by 2050, respectively; and many of these seniors will want to stay in their homes as long as possible.  In today's show, Shannon Jones interviews Mark Switaj, CEO of Roundtrip, a  privately held investment with our sister company, Motley Fool Ventures, to discuss aging in place and why investors ought to be paying attention. Also, healthcare investor Todd Campbell joins Jones to highlight a handful of companies that could benefit big from this emerging trend, including LHC Group, Teladoc, and Livongo Health. Stocks: LHCG, TDOC, LVGO, ADT, AMZN, CVS

Direct download: IF_healthcare_12112019_final.mp3
Category:Podcast -- posted at: 5:16pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser sits down with Brightline Interactive's Sophia Moshasha, co-host of the Everything VR & AR podcast to talk more about the future of AR, VR, and MR, as well as the state of women in tech and much more!

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Direct download: IF_CG_09182019_final.mp3
Category:Podcast -- posted at: 3:37pm EST

In this week’s installment of Industry Focus: Financials, host Jason Moser sits down for an interview with Caroline Feeney, CEO of Individual Solutions for Prudential Financial to discuss the evolving role of women in the financial industry. Plus, Moser and Fool.com contributor Matt Frankel, CFP take a closer look at five bold stock market predictions for 2020. Spoiler alert: They’re a bit more negative than last year’s.

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Direct download: 20191209_IF_Financials_Final.mp3
Category:Podcast -- posted at: 3:30pm EST

Global trends toward reducing pollution have natural gas demand poised to spike in the coming years. At the same time, fracking has opened up massive surpluses of natural gas in the United States, pushing domestic natural gas prices well below those around the globe. Together, these developments create a massive opportunity to export natural gas from the U.S. to the rest of the world. To do that, requires turning natural gas into a liquid, also known as liquefied natural gas (LNG).

Motley Fool contributor Jason Hall joins the show to break down the opportunity and discuss ways to invest in LNG, from pure-plays, to picks and shovels, to lower risk integrated producers, midstream players, and utilities. 

Stocks Mentioned: LNG, TELL, NEXT, GTLS, RDS-A, RDS-B, CVX, KMI, D

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Direct download: 20191205_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Second generation marijuana products including edibles and beverages launch in Canada's marijuana market this month, but there's still a lot of headwinds facing marijuana stocks. Is it safe to buy? Also, the potential to reshape how doctors treat patients at risk of cardiovascular disease has led to Novartis acquiring The Medicines Company for $9.7 billion. Will this be money well spent?

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Direct download: 20191204_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

One of the biggest shopping days of the year is in the books, we break down what the data says about how and where consumers were spending their money and what it says about the ever-changing shape of retail.Stocks: AMZN, JCP, M, TGT WMT

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Direct download: 20191203_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Towards the end of 2018, Industry Focus: Financials contributor Matt Frankel, CFP made five bold stock market predictions. Some didn’t turn out quite as planned, while others played out quite nicely. In today’s episode, Matt and host Jason Moser go through each prediction and what went wrong (or right). Plus, we answer a listener question about what a post-Buffett Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B) might look like, and we discuss why Upwork(NASDAQ: UPWK) and Slack (NASDAQ: WORK) are on our radar this week.

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Direct download: 20191201_IF_Financials.mp3
Category:Podcast -- posted at: 2:25pm EST