Industry Focus (podcast)

We grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.

Direct download: 20180222_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Despite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?

Direct download: 20180221_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.

Direct download: 20180220_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:32pm EDT

What exactly does it mean when a stock is being delisted, and what should investors watch for in the microcap space? We tackle those questions and talk about the benefits of listing in the first place!

Direct download: 20180216_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Oil earnings for 2017 were a mixed bag with U.S. giants Chevron and Exxon Mobil lagging their peers. We discuss the themes of the earnings season and the shareholder returns fever that has gripped the industry as big oil competes for investors dollars.

Direct download: 20180215_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Johnson & Johnson, AbbVie, and Veeva are three gold medal winners in this year’s Motley Fool healthcare Olympic roundtable -- can you guess the other three? Hint: One’s a marijuana stock.

Direct download: 20180214_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

For years, retailers have paid some of the highest effective tax rates in the business world. With the corporate tax rate reduced to 21%, we look at how major companies are taking advantage of this windfall.

Direct download: 2018_02_13_IF_CG_AH.mp3
Category:Podcast -- posted at: 3:30pm EDT

In part three of our banking series, Industry Focus: Financials dives into commercial banking and the two largest U.S. commercial banks – Wells Fargo and U.S. Bancorp.

Direct download: 20180207_IF_Financials_Feb12.mp3
Category:Podcast -- posted at: 3:30pm EDT

The S&P 500 might be one of the most cited financial barometers out there, but what does it take for a stock to make it into the index? We talk about the requirements, how inclusion benefits companies, and how the index may change a major trend in tech stocks.

Direct download: 20180207_IF_Tech_Feb9.mp3
Category:Podcast -- posted at: 3:30pm EDT

2017 was a record setting delivery year for both planemakers. With upwards of 8-year backlogs investors are paying close attention to on-time delivery numbers and, by this metric, one of the two takes the win.

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Direct download: 20180208_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT