Industry Focus

Unpacking Axovant Sciences big Alzheimer’s disease disappointment, plus Pfizer accuses Johnson & Johnson of unfairly increasing healthcare costs.

Direct download: 20170927_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Between its upcoming ESPN and Disney-branded services, the company will give viewers access to 10,000 live sporting events, 500 films, and over 7,000 television episodes. Traditional pay-TV subscriber numbers are on the decline, and CEO Bob Iger sees this streaming transition as his last major priority before retirement.

Direct download: 20170926_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Data center REITs promise ever-growing dividends from a portfolio of data center assets located all around the world, but growing piles of data don't necessarily lead to extreme rewards for shareholders.

Direct download: 20170925_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Alarm.com, Impinj, and Paycom aren't household names yet, but these tech-savvy upstarts are transforming billion dollar markets and that could make them savvy stocks to buy.

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Direct download: 20170922_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Auto sales have declined 2% this year after sales broke records in 2016, leading many commentators to speculate whether the U.S. has reached peak auto. However, one area of the market – SUV’s, light trucks, and crossovers – continues to demonstrate growth.

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Direct download: 20170921_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

We rip open the mailbag and answer "what gives with interim clinical trials?", "how can drugmakers use patents to stiff-arm generics?" and "why aren't pharmacies cashing in on baby boomers?"

Direct download: 20170920_IF_Healthcare.mp3
Category:general -- posted at: 3:30pm EDT

Chegg is leading its corner of the classroom with a wide variety of student services, including college applications, textbook materials, and online tutoring. Meanwhile, 2U is acting as a pioneer for online education by creating graduate programs with some of the most prestigious universities in the country. Both of the companies are enjoying double-digit annual growth rates and stand to gain as technology takes on an increasing role in classrooms around the world.

Direct download: 20170919_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The team talks about how the insurance industry works and how health insurance differs substantially from other types of insurance. With information about evaluating supplemental health insurance policies, planning for Medicare at age 65, and managing the transition from work-related coverage to Medicare, this program will tell you what you need in order to make a more informed decision for your financial and health situation

Direct download: 20170918_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Edge-to-edge display? Check. Wireless charging? Check. Facial recognition components? Check. The iPhone X is gorgeous, but what does its release timing mean for Apple’s financials over the next few quarters? We dig into that and Apple’s other upcoming products.

Direct download: 20170914_IF_Tech_PreRec.mp3
Category:Podcast -- posted at: 3:30pm EDT

After years of being dubbed “death traps” for investors the Airlines industry is having something of a renaissance. We discuss which of the big four U.S. national carriers is the better buy for investors today.

Direct download: 20170914_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT