Industry Focus (Podcast)

We've got earnings updates from the three big connected tv players -- Roku, The Trade Desk, and Telaria. We dig into their results and the overall market for connected tv advertising.

Stocks: TTD, ROKU, TLRA

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Direct download: 20191113_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With the rise of climate change, interest in renewable energy is at an all-time high. NextEra Energy, the largest producer of wind and solar power in the United States, has been involved in renewable energy since before it was cool, and its management has recently said that today’s renewables development environment is the best in the company’s history. Motley Fool Contributor Matt DiLallo joins the show to break down NextEra Energy and its opportunity in renewables today.

Stocks Mentioned: NEE, DUK, D

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Direct download: 20191113_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

With third-quarter earnings season is coming to a close, its time to look back to see which healthcare companies are executing at a high level. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to discuss how Guardant Health, Dexcom, and Insulet knocked the cover off of the ball with their third-quarter earnings reports.

Stocks mentioned: GH, DXCM, PODD.

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Direct download: 20191113_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

McDonald's CEO Steve Easterbrook is leaving the company after it was revealed that he had a consensual relationship with an employee, violating company policy. We look back on his time at McDonald's and how his leadership pushed the golden arches to double in roughly 5 years. We also talk about Gap CEO Art Peck stepping down from the struggling retailer and what it might mean for the company's plans to spin out Old Navy.

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Direct download: 20191112_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brendan Mathews, VP of Motley Fool Ventures to talk about the latest in the world of venture capital along with a couple of smaller banks making big investment in technology and much more! SIVB, LOB, MAR

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Direct download: 20191111_IF_Financials.mp3
Category:Podcast -- posted at: 3:34pm EST

You've got questions, we've got answers. We go into the mailbag to take on listener questions like:
  • How can I boost my monthly income?
  • How many shares of a stock should I buy?
  • How can I work at The Fool?

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Direct download: 20191108_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

It’s been a hectic year in the auto industry, with the first nationwide strike in decades happening at the same time the industry is facing a cyclical slowdown and a major technological turning point. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what this means for the auto industry and the Big Three U.S. automakers.

Stocks Mentioned: F, VWAPY, GM, FCAU, PUGOY



Direct download: 20191107_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Cutera, Nervo, and Novocure are three of the best-performing med-tech stocks in 2019, up at least 94% so far. What’s driving the gains? And should investors put any of these stocks on their radar?
 
Stocks: CUTR, NVRO, NVCR
 
Direct download: 20191106_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:56pm EST

IF Regular Dan Kline spent some time at Money 20/20 – a conference focused on the payments and fintech space. We recap his big takeaways on how BaaS (banking as a servce) plays into the retail strategy for companies like Wal-Mart, T-Mobile, and Apple, and get some industry details from some of the insiders he spoke with.

Stocks: GDOT, AAPL, WMT, TMUS

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Direct download: 20191105_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Earnings season is now in the latter innings, but it wouldn’t be complete without discussing results from Mastercard (NYSE: MA), Berkshire Hathaway (NYSE: BRK-B), and Markel (NYSE: MKL). Plus, Fool.com contributor Matt Frankel, CFP discusses some interesting tax benefits of real estate investing, and he and host Jason Moser reveal the stocks that are on top of their watch lists.

Direct download: 20191104_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Shares of Fitbit spiked this week after the company announced Google was buying the wearables maker for $2.1B. The acquisition marks a turning point in Google's approach to the wearables market, we explain what it could mean and hit recent earnings from Apple.Stocks: FIT, GOOG, GOOGL, AAPL

Direct download: 20191101_IF_Tech.mp3
Category:Podcast -- posted at: 4:13pm EST

It’s Halloween and we’ve got a special show for you. Motley Fool Contributor Dan Kline joins the show and we break down our biggest fears in the market today, list out the stocks we think are going to turn into pumpkins, shared our zombie stocks that are set to come back from the dead, and then Dan, Nick, and Austin share their Mt. Rushmore of Halloween Candy.

Direct download: 20191031_IF_Energy.mp3
Category:Podcast -- posted at: 4:21pm EST

Biogen's drug pipeline took a massive hit earlier this year when it stopped development of its Alzheimer's disease drug, aducanumab, for a lack of efficacy. Now, Biogen says new data shows it may work after all. Can this drug pass muster with regulators? Also, Walgreen's is closing retail clinics within its stores, but that doesn't mean it's giving up on plans to offer more healthcare services entirely.

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Direct download: 20191030_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:01pm EST

Founded by Katrina Lake in 2011, StitchFix has taken the fashion world by storm. By leveraging data science, StitchFix sends customers personalized “fixes” tailored toward their size and style, and the company has continued to innovate through new initiatives like its Style Shuffle game and new Direct Buy Program. We hope you’ll enjoy this conversation between StitchFix COO Mike Smith and the Motley Fool’s Tom Gardner, Andy Cross, and Tim Beyers. 

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Direct download: 20191029_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20191028_IF_Financials.mp3
Category:Podcast -- posted at: 3:37pm EST

It's been a tumultuous couple of months since we did our S-1 show on co-working start up The We Company (or WeWork). Fellow IF host Nick Sciple hops on to walk through what has happened over the past couple weeks, what We's sliding valuation means for the company, investor Softbank, and its founder Adam Neumann.

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Direct download: 20191025_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Tesla shocked the investing world on Wednesday night, reporting a surprise profit and positive free cash flow in its third quarter earnings report. Motley Fool Analysts Jim Mueller and Jim Gillies join the show to break down the numbers. 

Stocks Mentioned: TSLA

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Direct download: 20191024_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

2019 has been a banner year for big name IPOs, but several newly minted public companies have flow under-the-radar of most investors. 
On this episode of Industry Focus: Healthcare, host Shannon Jones talks with healthcare specialist Brian Feroldi shine a spotlight on two little-known healthcare companies that recently went public and deserve some attention: TransMedics, an organ transportation specialist, and Silk Road Medical, which has pioneered a new treatment for stroke prevention. Are either of these stocks worth buying today?
 
Stocks mentioned: TMDX, SILK.
 
Direct download: 20191023_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma take a closer look at Land's End and Herman Miller, two sleeper stocks with some big potential. Plus Jason and Asit highlight four companies with earnings reports coming out later this week that they'll be following. Thanks to Molekule for supporting Industry Focus.  

Stocks: LE, MLHR, TSCO, AMZN, ORLY, ELY

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Direct download: 20191022_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20191018_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With the cost of solar energy plummeting and an aging energy grid, solar is poised for rapid growth. As solar grows, so will demand for solar components, like the inverters made by Enphase and Solar Edge. On today’s episode, Motley Fool Contributor Jason Hall joins the show to break down why these components are so important and how these businesses are positioning themselves to grow.  

Listen to hear us talk a little college football and baseball playoffs!

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Direct download: 20191017_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of vision loss in seniors, and why United Healthcare's latest quarterly results sent shares soaring.

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Direct download: 20191016_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Chanticleer Holdings, the company that owns a handful of Hooters locations along with other eateries in the burger space is being purchased by Sonnet BioTherapeutics Inc., a company that makes cancer drugs. This isn’t a combination or a plan to get researchers to wear short shorts, it’s what’s called a reverse merger. Also, Costco has opened up its own chicken farm in a bid to keep selling rotisserie chickens for $4.99.

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Direct download: 20191015_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

More CEOs are leaving their companies in 2019 than ever before. In today’s Industry Focus: Financials, our team breaks down why we’re seeing a record number of CEO departures and whether or not it’s good for a founder to keep running maturing businesses. Plus, Fool.com and Millionacres contributor Matt Frankel, CFP gives real estate investors a bit of cautionary advise. All this, plus the stocks we’re watching now on this week’s episode.

 

Direct download: 20191014_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Facebook CEO Mark Zuckerberg recently made comments about the company's ability to defend itself from anti-trust proceedings, so we revisit Senator Elizabeth Warren's outline for how and why companies like Amazon, Facebook, and Alphabet should be broken up. Plus, we hit some more anti-competitive issues facing Apple.Stocks: FB, AAPL, AMZN, GOOG, GOOGL

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Direct download: 20191011_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

With oil and gas production exploding in the U.S., takeaway capacity is running low, leading to oversupply and even flaring of unwanted natural gas that producers can’t get to market. That creates opportunities for midstream companies, businesses that build and operate the pipelines that take oil and gas to market. Motley Fool Contributor Matt DiLallo joins the show to share what he looks for in a midstream company and to discuss two of the biggest midstream companies, Kinder Morgan and Enterprise Products Partners. 

Stocks Mentioned: PAA, PAGP, KMI, EPD

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Direct download: 20191010_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Here's why post-approval setbacks have caused Puma Biotechnology, Clovis Oncology, and Regenxbio shares to tumble, and if any of these stocks are finally worth buying. Stocks: PBYI, CLVS, RGNX

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Direct download: 20191009_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

These days it seems like all the struggling retailers are taking their strongest performing brands and spinning them out from the larger parent companies. J Crew plans to take its Madewell brand public, and Gap intends to spin out Old Navy. Why are so many companies choosing this path and what do investors need to know about these new concepts hitting the market?Stocks: GPS, URBN

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Direct download: 20191008_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Over the past week, four major brokerages have decided to scrap their trading commissions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for investors and who the big winners could be. Then, Frankel gives an overview of Crowdfunded Real Estate investing and why it’s such an exciting way to invest in properties. Plus, Frankel and Moser each give their latest stocks to watch and give an update on Facebook’s (NYSE: FB) Libra cryptocurrency project.

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Direct download: 20191007_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We answer a listener email asking about the ins and outs of the IPO process:

- How IPOs work
- Why IPO prices can change
- And how a company like WeWork can decide to pull its IPO

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Direct download: 20191004_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

 With the rise of two-day and next-day shipping, figuring out how to get products from a warehouse to customers’ doors is becoming ever more important to business success. However, this problem is more complicated than it might seem. To solve this, more and more companies are turning to automation. Motley Fool Contributor Dan Kline joins to the show to break down what we should expect to see as technology transforms logistics. 

Stocks Mentioned: AMZN, WMT, WBA, NKE, UPS

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Direct download: 20191003_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Why Seattle Genetics and Amgen could be the biggest winner and loser, respectively, following this year's annual European Society for Medical Oncology (ESMO) conference. Also, here's what you should know about the virtual health service Amazon's rolling out for its workers, including if it's a threat to Teladoc's future.  Stocks: SGEN, AMGN, MRTX, AMZN, TDOC

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Direct download: 20191002_IF_Heatlhcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Michael’s is the largest craft retailer in North America, but is it a good stock? With shares down more than 40% since most recent its IPO in 2014, some may quickly dismiss the company. However, on closer inspection the company appears like it could have some value left in it. Motley Fool Contributor Asit Sharma joins the show to break down the company, and we give our thoughts on whether Michael’s is a value play or a value trap.  

Stocks Mentioned: MIK

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Direct download: 20191001_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?" as well as the stocks they'll be watching this coming week!

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Direct download: 20190930_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

The Fool's expert on all things China, Ben Ra, joins us to talk about how he's thinking about the macro conditions in China these days, the considerations that come into play as companies like Tencent, Alibaba, and Baidu become more mature, and which of the big Chinese tech stocks he likes best.

Stocks: BIDU, BABA, TCEHY, JD

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Direct download: 20190927_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

T. Boone Pickens passed away earlier this month on September 11, leaving a legacy as a wildcatter, corporate raider, alternative energy advocate, and philanthropist. Fool Contributor Jason Hall joins the show to discuss Pickens’ life and the lessons investors can learn from his example. Stay tuned to the end of the show to hear our thoughts on the recent attacks against Saudi Arabia’s oil infrastructure and what it means for both energy markets and Aramco’s upcoming IPO.

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Direct download: 20190926_IF_EnergyREUP.mp3
Category:Podcast -- posted at: 3:30pm EST

Americans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company that can help America to bring down its cost of care. Find out why how HealthEquity, Livongo Health, and Teladoc Health are doing just that, and how much employers and employees alike are saving from signing up for their services.

Stocks mentioned: HQY, LVGO, TDOC

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Direct download: 20190925_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

The Federal Reserve cut interest rates by 25 basis points, as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why the market wasn’t thrilled, and what could be coming next. Plus, they also dive into why one of our favorite payment processing companies has underperformed, and why we aren’t seeing big banks acquiring some of the most successful fintech startups. All of this and more on this week’s show.

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Direct download: 20190923_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

The IPO calendar in 2019 has been unbelievably full -- today we break down three lesser known names that went public in the past month: Smile Direct, Cloudflare, and DataDog.

Stocks: DDOG, NET, SDC

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Direct download: 20190920_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

On Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a period of strong profits during the recovery from the global financial crisis but facing significant upcoming investments in electric and autonomous vehicles as well as a slowing global automotive market. These conditions appear like the perfect recipe for what could be a prolonged strike. Motley Fool Senior Automotive Analyst John Rosevear joins the show to break down what we know about the strikes so far and what it means for the industry. Listen to the end for updates on the merger talks between Renault and Fiat-Chrysler and the latest EV announcements from European automakers.  

Stocks Mentioned: GM, F, FCAU, VWAGY, DMLRY, POAHY, HMC 

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Direct download: 20190919_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

A wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important hurdle, putting it on track toward an FDA approval. Can this medicine be a blockbuster or will safety concerns curb its appeal? 

Direct download: IF_healthcare_09182019_final.mp3
Category:Podcast -- posted at: 3:30pm EST

It’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in Las Vegas. Fool contributor Daniel Kline reports from the show as he discusses what grocery chains face with host Shannon Jones. That includes making big dollar decisions on delivery, supply chain, automation and other areas.

Direct download: 20190917_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

A new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to take notice, and one new way Square is trying to capitalize on its growing payments platform. Plus, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss The Motley Fool’s new real estate investing brand Millionacres and share the latest stocks on their watch lists.  

Direct download: IF_financials_09162019_final.mp3
Category:Podcast -- posted at: 3:30pm EST

Tech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the news and what it means for Apple and the other streaming players.

Stocks: AAPL, NFLX

Direct download: IF_tech_09132019_final.mp3
Category:Podcast -- posted at: 4:04pm EST

Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials.

 

Stocks Mentioned: KTOS, BA, GD, HII, LMT, TXT 

 

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Direct download: IF_energy_09122019.mp3
Category:Podcast -- posted at: 3:30pm EST

Acadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease.  Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine.

Stocks: ACAD, LLY

Direct download: IF_healthcare_09112019.mp3
Category:Podcast -- posted at: 4:01pm EST

The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list.

Stocks: SPG, MAC, TCO, BPR

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Direct download: 20190910_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list.

Stocks: SPG, MAC, TCO, BPR

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Direct download: 20190910_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In this week’s installment of Industry Focus: Financials, president of Prudential (NYSE: PRU) retirement Phil Waldeck talks with host Jason Moser and Robert Brokamp, CFP about the state of retirement in the United States and more. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into DocuSign’s (NASDAQ: DOCU) excellent quarter and the future growth potential of the company. Plus, in a brand new segment, Moser and Frankel each discuss the last stock each of them bought in their own portfolios and why. And finally, the pair give listeners the stocks that are at the top of their watch lists. All of this and more on this week’s episode.

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Direct download: 20190909_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We talk about results from Slack, the workplace messaging SaaS company. In a vacuum, the company's results were strong, but stacked against past growth rates, they show things are slowing down a bit. In fact, Slack's struggle is an all-too-common one for the class of 2019 IPOs.

Stocks: WORK, UBER, PINS

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Direct download: 20190906_IF_Tech.mp3
Category:Podcast -- posted at: 3:32pm EST

Zillow was one of the earliest movers to disrupt real estate via technology, but it’s taking an even bigger step with its Zillow Offers iBuyer program. Motley Fool Contributor Luis Sanchez joins the podcast to take a look at how Zillow has fared so far and where the market might be headed. 

Stocks Mentioned: Z, ZG, RDFN

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Direct download: 20190905_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Amgen's $13.4 billion cash offer has won the bidding war for Celgene and Bristol-Myers Squibb's psoriasis drug, Otezla. Here's why the Goliath biopharma is betting so big on its success. Also, new data from The Medicines Company suggests a new cholesterol-busting drug is on it's way to approval. Stocks: CELG, BMY, AMGN, MDCO

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Direct download: 20190904_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Last week, Papa John’s hired Arby’s President Rob Lynch as its new CEO. This continues an ongoing evolution of the company as it moves on from its relationship with founder John Schnatter. Motley Fool Contributor Dan Kline joins the show to discuss the hire and how it fits into the company’s turnaround plans. 

Stocks Mentioned: PZZA, DPZ, DRI

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Direct download: 20190903_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington!

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Direct download: 20190829_IF_LabordayReRun.mp3
Category:Podcast -- posted at: 3:30pm EST

We've got our hands on fresh data on the smart speaker and wearables markets from research firm Canalys. We unpack the shifts going on in both markets, the winners and losers, and how these devices play into each companies strategy.

Stocks: AMZN, GOOGL, AAPL, BIDU, BABA, FIT

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Direct download: 20190829_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Tesla just can’t stay out of the news. With a spate of lawsuits and critical articles surrounding Tesla solar dropping this week (including a new article by Vanity Fair author Bethany McLean) + the rollout of Tesla solar, Foolish Analyst Jim Mueller joins the show to break it all down. 

Stocks Mentioned: TSLA

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Direct download: 20190829_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Looking for a caregiver for a parent or child? You're not alone. Americans spend over $335 billion every year on care for people, homes, and pets. Unfortunately, finding the right caregiver is getting harder because of aging America and lower unemployment. To make it easier, both public and private companies are disrupting the process with online platforms that simplify finding, paying, and providing care. Are these matchmakers a good investment? Stocks: CRCM

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Direct download: 20190828_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Motley Fool Canada's Joey Solitro take a look at the most recent quarter for the African ecommerce company Jumia and then dig into the latest on Disney with its recently announced partnership with Target as well as its Disney+ streaming service set to launch November 12. Then be sure to listen as they wrap things up with two stocks investors should be watching!

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Direct download: 20190827_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

With tons of regulatory uncertainty and reports that some key partners are having second thoughts, will Facebook (NYSE: FB) still move forward with its Libra cryptocurrency? And negative interest rates are more prevalent than you might think around the world, but what would happen if they came to the U.S. markets? Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from foreign fintech favorites StoneCo (NASDAQ: STNE) and PagSeguro Digital (NASDAQ: PAGS). All this and more on this week’s episode of Industry Focus: Financials.

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Direct download: 20190826_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Premium analyst Joey Solitro comes on the show to give listeners three software companies he owns and is very excited about -- Yext, Elastic, and PagerDuty. We break down the space each company operates in, the big numbers that have us excited about each, and some things to keep in mind while you're looking at SaaS businesses.

Stocks: PD, ESTC, YEXT

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Direct download: 20190823_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

 The shale revolution is a case study in innovation. The onset of horizontal drilling and hydraulic fracturing catapulted the USA to the top among global oil producers and created a 100 year surplus of natural gas supply. However, the exploration and production companies that drove the shale revolution haven’t enjoyed in the gains, generating chronically negative cash flows and poor earnings. Motley Fool Contributor Jason Hall joins the show to dive into why profits have been so hard to come by for shale producers and where else investors might look to profit from the disruption shale production has caused.

Stocks Mentioned: AR, OXY, TELL, GTLS, PSX, EOG

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Direct download: 20190822_IF_Energy.mp3
Category:Podcast -- posted at: 4:09pm EST

Earnings season is coming to a close and we’re looking back at what happened at four of our favorite med-tech companies. Inogen and Abiomed both tanked followed their earnings release while ShockWave Medical and Guardant Health both soared. Has the thesis long-term thesis for owning these stocks changed following their second-quarter results?

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Direct download: 20190821_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:35pm EST

Booking,com and Expedia both have pretty similar business models. At their core, both companies sell travel bookings -- hotels, airfares, and rental cars primarily -- and they do so in a variety of different ways. Each company collects a fee for each booking it completes, acting as a middleman. That’s a strong business which requires no inventory but it’s also a model that comes with the risk of partners creating stronger direct relationships with their customers.  

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Direct download: 20190820_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Thanks to a scathing report from Madoff whistleblower Harry Markopolis, General Electric (NYSE: GE) shares plunged 11% in a single day. Is this just market noise or something more? Plus, Federal Reserve Chair Jay Powell is set to deliver much-anticipated remarks on Thursday, and investors hope he gets aboard the rate-cutting train. And as always, host Jason Moser and Fool.com contributor Matt Frankel, CFP share the stocks on the top of their watch lists this week. All of this and more on this week’s Industry Focus: Financials show.

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Direct download: 20190919_IF_Financials.mp3
Category:Podcast -- posted at: 5:27pm EST

Co-working and co-living innovator WeWork has filed its prospectus in preparation for an IPO later in 2019. We dig into the numbers, explain why the business isn't really a tech company, and walk through the struggles the company will likely have in becoming profitable.

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Direct download: 20190816_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

The history of the car is a story of how a new technology reshapes society, becomes part of its cultural identity, and is intertwined with a nation’s infrastructure. That history has shaped the world into which driverless vehicles may soon enter. Dan Albert, car critic at N+1 magazine and author of the new book Are We There Yet: The American Automobile Past, Present, and Driverless, joins the podcast to discuss the history and cultural impact of the American car and where it may be headed as we transition toward a more electric, driverless future. 

Stocks Mentioned: TSLA, GM, F, TMC, HMC, VWAPY

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Check Out Dan’s Book Here!


Direct download: 20190815_IF_Energy_ReExport.mp3
Category:Podcast -- posted at: 3:30pm EST

The FDA is investigating Novartis' subsidiary AveXis because AveXis may have manipulated data on Zolgensma, a gene therapy with a sky-high price tag and blockbuster potential. Here's what could happen next. Also, Exact Sciences goes all in on cancer diagnostics. Why the Cologuard-maker is spending $2.7 billion in a push deeper into genetic testing.

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Direct download: 20190814_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

JC Penny is reportedly in talks to make some adjustments to its debt obligations -- we break down why even restructured financing isn't enough to right the ship for the struggling retailer and why a reverse stock split could be on the horizon. Then we hit some news items from Nike that hint at where the retail and apparel industries are going.

Stocks: JCP, NKE

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Direct download: 20190813_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Kevin Bennett, CEO of MotoRefi, a company focused on helping consumers save through refinancing their vehicle. Then listen in as Jason wraps up with a few thoughts on how investors can handle crazy news cycles.

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Direct download: 20190812_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We're back with another _________ of __________ type business, this time we're talking about the Amazon of Africa, Jumia. The first African tech company to list on the NYSE shined in the weeks after its debut, but shares have come back down to IPO price as the dust has settled and some have warned of potential issues with the business. Should investors be eyeing this MercadoLibre wannabe?

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Thanks to NetSuite for supporting the show. Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool

Direct download: 20190809_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

Tesla is the most divisive company on the stock market, and it’s not close. Like most highly polarized topics, the truth is probably somewhere in the middle. To bridge that gap, Motley Fool Contributor Brian Feroldi, who is long Tesla shares, joins Industry Focus Host Nick Sciple, who is short Tesla via put options, to break down the facts surrounding the company and the reasoning behind their positions. We hope this discussion helps listeners form their own, independent conclusions about the stock. 

Stocks Mentioned: TSLA

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Direct download: 20190808_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

The U.S. spends more than $24 billion each year on medical devices that help treat respiratory diseases, which is an enormous market opportunity. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to talk about three innovative medical device companies — Inogen, Resmed, and Inspire Medical -- that are all major players in this growing industry and they share their opinion on whether or not these deserve a spot in your portfolio.

Stock mentioned; INGN, RMD, INSP

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Direct download: 20190807_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On July 9, Virgin Galactic, Richard Branson’s space tourism venture, announced plans to go public via a deal with Social Capital Hedosophia Holdings Corp., a special purpose acquisition company created by Social Capital CEO Chamath Palihapitiya. This represents the first time public investors will be able to invest directly in the recreational space industry. Motley Fool Contributor Luis Sanchez joins the podcast for the first time to break down the business, its financial prospects, and how it stacks up against the other major players in the industry, SpaceX and Blue Origin.

Stocks Mentioned: IPOA

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Direct download: 20190806_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In the latest edition of our Between Two Fools interview series, Fool.com contributor Matt Frankel, CFP sits down for an interview with Steve Streit, founder and CEO of Green Dot Corporation (NYSE: GDOT). Plus, Frankel and host Jason Moser dive intoSquare’s (NYSE: SQ) recent earnings release and the surprise announcement of the sale of its Caviar foodservice platform, and also take a look at Capital One’s (NYSE: COF) data breach and what it could mean for investors. All of this and the stocks we’re watching now in this week’s episode of Industry Focus: Financials.

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Direct download: 20190805_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Online education business 2U reported earnings this week, and while the past quarter's numbers were fine it seems like the growth story for the company might be changing. Simon Erickson, lead advisor of Motley Fool Explorer joins us to explain what's going on at 2U and why the stock sold off over 60%.

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Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75.

Direct download: 20190802_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

 Social and environmental issues have become more and more important in recent years, and investing hasn’t been spared from this trend. As a result, there has been a steady increase in investing based on Environmental, Social, and Governance factors, commonly known as ESG investing. Although ESG is growing in importance, many investors are still unaware of its existence. Motley Fool Analyst Maria Gallagher joins the show to introduce investors to ESG and share one of her favorite ESG investments, Trex. 

Stocks Mentioned: TREX

Articles Mentioned:

The Motley Fool’s ESG Hub

The Motley Fool’s ESG Investing Framework

ESG Investing: Is Trex a Responsible Investment

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Direct download: 20190801_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Pot stock HEXO is under fire over its use of social media advertising and if that isn't bad enough, its home province, Quebec, has proposed restrictions on marijuana edibles that could disrupt its growth plans. Is it game over for HEXO? Also, here's why  biopharma giant Pfizer is merging its off-patent drug portfolio with generic drug heavy weight Mylan. 

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Direct download: 20190731_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Dan Kline take a look at the most recent quarters for Beyond Meat and Under Armour and drill down into Amazon's most recent Prime Day results and what it all really means for the company!

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Direct download: 20190730_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

We’ve now heard the latest results from most of the major U.S. banks, so in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP break down what investors need to know. Plus, they dig into the War on Cash and how cryptocurrencies could potentially affect some of our favorite payments companies, and each gives us one of their favorite foreign fintech companies to keep an eye on. All of this and more on this week’s installment.

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Direct download: 20190729_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Thanks to a strong earnings report, Snap is finally back to the valuation it went public at several years ago. With users joining the platform, should investors be interested in shares? We talk about that, and Facebook's earnings release and the impact of the FTC's fine.

Direct download: IF_07262019_final.mp3
Category:Podcast -- posted at: 3:30pm EST

We’re diving into the auto industry this week. With Ford reporting earnings Wednesday night, Motley Fool Contributor John Rosevear joins the show to break down the report and discuss Ford’s expanded partnership with Volkswagen focused around electric and autonomous vehicles. On the back half of the show, we take a look at negotiations beginning between the Big Three US Automakers and the United Auto Workers (UAW). Stay tuned to the end of the show to hear us all (including Dan Boyd) weigh in on Chevy’s new mid-engine Corvette.

 

Stocks Mentioned: F, VWAPY, GM, FCAU, 

 

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Direct download: IF_07252019_final.mp3
Category:Podcast -- posted at: 4:48pm EST

Marijuana stock CannTrust has revealed its been growing pot in unlicensed rooms, calling into question its future as a cannabis leader. Also, here’s why Gilead Sciences’ CEO just inked a multibillion deal with Galapagos to develop drugs together.

Direct download: IF_07242019_final.mp3
Category:Podcast -- posted at: 4:47pm EST

The two biggest players in the cruise industry -- Carnival and Royal Caribbean -- have both generally performed well. The two companies, however, are in a bit of an arms race -- adding new ships with increasingly impressive features -- think ice skating rinks, laser tag, and robot-run bars just to start -- when questions exist as to whether younger people will want to cruise. Both companies have taken steps to market to younger generations and, so far, the numbers look good but as is the case on any cruise, a storm could be coming.

Direct download: IF_07232019_final.mp3
Category:Podcast -- posted at: 3:49pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Foolish investing interns Alise Montgomery and Greg Bechtel. Tune in to learn more about the companies they're pitching to the investing team as well as the stocks on their radar as earnings season gets underway!

Direct download: IF_07222019_final.mp3
Category:Podcast -- posted at: 5:01pm EST

We've got another tech stock on our watch list and.... shocker it's a SaaS business! Brian Feroldi jumps on the show to pitch Autodesk -- a company that makes software tools for engineers, architects, and designers. The company underwent the tough transition from the licensing model to the SaaS model and looks prime to take off.

Stocks: ADSK

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Thanks to DataSiteOne from Merrill Corporation for supporting our show. To learn more and sign up for a free demo, go to merrillcorp.com/fool.

Direct download: 20190712_IF_Tech_Friday.mp3
Category:Podcast -- posted at: 3:30pm EST

A home is the largest purchase the average person makes in his or her lifetime. However, real estate transactions can be intimidating, and because most people only go through the process once or twice, it’s hard to develop the experience needed to “know what you don’t know.” To help bridge this knowledge gap, Motley Fool personal finance experts Dan Kline and Maurie Backman join the podcast to share their experience buying properties and their 5 best tips for buying a new home.

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Direct download: 20190712_IF_ENergy_THURSDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

Motley Fool Co-Founder and CEO, Tom Gardner and Shannon Jones sit down with HealthEquity CEO, Jon Kessler. During the conversation, Jon Kessler reveals how the company is strategically positioned to help fix our broken healthcare system, his thoughts on the impacts of a single payer health system and the rationale behind acquiring WageWorks.

Direct download: 20190712_IF_Healthcare_Wednesday.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brian Ballard, co-founder and CEO of Upskill, a company focused on building enterprise software for augmented reality devices. Tune in to learn more about what Upskill is doing and where Brian sees augmented reality taking us in the coming years!

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Direct download: 20190715_IF_Financials_MONDAY_15.mp3
Category:Podcast -- posted at: 3:30pm EST

You asked, and we try to answer! We've got listener questions about:

- Why tariffs impact pure-play Chinese tech companies
- What investors should make of Naspers attempt to spin out its Tencent ownership
- If valuations have gotten a little too crazy for SaaS companies

Reminder -- if you have a question you want us to tackle, write in to industryfocus@fool.com.

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Direct download: 20190712_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode, we’ve got another deal to break down, with Brookfield Infrastructure Partners announcing a plan to take Genesee and Wyoming Railroad private. Motley Fool Contributor Matt Dilallo joins the show to discuss what this latest transaction means for Brookfield and break down Rattler Midstream’s recent IPO, the largest energy IPO of 2019 so far and the first MLP to go public since 2017. 

Stocks Mentioned: BIP, BAM, RTLR, FANG

Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool

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Direct download: 20190711_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

After building Canopy Growth into the world’s biggest pot stock, CEO Bruce Linton has been terminated by the company’s board of directors. Here’s what you need to know about his exit, the company’s future, and if Linton thinks Canopy’s still a top stock to buy. Also, the latest updates on promising new gene therapies that could revolutionize hemophilia A and hemophilia B treatment. Stocks: CGC, STZ, OGR, SGMO, BMRN, QURE

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Direct download: 20190710_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:33pm EST

Endeavor, the world’s largest and longest running talent agency and owner of the UFC, recently filed its S-1 to go public. At the same time, an ongoing feud between the Writers Guild of America and major talent agencies, including Endeavor, has reached a fever pitch. Motley Fool Contributor Asit Sharma joins the show to break down the business, its prospects, and the threat posed by ongoing WGA dispute. 

Stocks Mentioned: EDR (proposed ticker)

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Direct download: 20190709_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

The June jobs report shows that our economy is creating far more jobs than expected, and this could make the Federal Reserve hesitant to cut rates as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel CFP discuss the jobs report, the upcoming wave of bank earnings, and how these stories tie together. Plus, the pair discusses the downsides to the War on Cash and shares what stocks they’re watching now.

Direct download: 20190708_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Description: With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 3, we share our wish lists of companies we wish were public but aren’t, give our top stock to watch right now, and share our favorite 4th of July activities. 


Stocks Mentioned: RGNX, ADBE, RDFN,

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Direct download: 20190627_IF_July4_Wednesday.mp3
Category:Podcast -- posted at: 3:30pm EST

With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 2, we break down some of the biggest trends and news items in investing this year to decide whether they’re News, or Noise. Next, we take a look at some recent IPOs to determine whether investors should be saying Oh Yeah, or Oh No to these newly public companies. 

Stocks Mentioned: PINS, ZM, UBER, LYFT, BYND

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Direct download: 20190627_July4_TUESDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 1, we discuss the state of the stock market today, take a look at some indicators that could suggest where the economy is headed next, and dive into the antitrust rumors surrounding Big Tech. 

Stocks Mentioned: FB, AMZN, GOOG, GOOGL, AAPL

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Direct download: 20190627_IF_July4_MONDAY.mp3
Category:Podcast -- posted at: 3:30pm EST

It's been a big news week for Apple -- the company scooped up a self-driving start up, released new figures on Apple Music, and its design head is heading out. We break it all down on today's show.

Stocks: AAPL, SPOT

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Direct download: 20190628_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Earlier this month, Raytheon and United Technologies announced a “merger of equals,” promising to create the world’s second largest aerospace company by total revenues. At the same time, United Technologies has also been preparing for the spinoff of its OTIS elevator and Carrier HVAC divisions. Motley Fool Contributor Lou Whiteman joins the show to break down these deals and more on this week’s episode of Industry Focus: Energy & Industrials. 

Stocks Mentioned: UTX, RTN

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Direct download: 20190627_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Shannon Jones and Jason Moser breakdown the proposed megamerger between AbbVie and Allergan. Also, Jason Moser shares his thinking and the stocks behind his “Healthcare and Wealthcare” basket.

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Direct download: 20190626_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Dan Kline dig into the burgeoning world of augmented reality and talk about the many different ways investors will be able to win from this growing and impactful technology.

Direct download: IF_CG_06.25.2019.mp3
Category:Podcast -- posted at: 4:04pm EST