Industry Focus

Activist investors are offering to buy the health records company, but visionary CEO Jonathan Bush might not want to sell. Also, Shire gives the thumbs up to Takeda and patience pays off for Portola Pharmaceuticals investors.

Direct download: 20180509_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Last week, tech mogul Elon Musk shared his bearish view of competitive moats, spurring a response from Warren Buffett who coined the term 20 years ago. So in this day and age, does frequent innovation hold more value than a wide moat? We tackle that question and more of the Musk-Buffett debate on this episode of Industry Focus.

Direct download: 20180508_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.

Direct download: 20180507_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?

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Direct download: 20180504_IF_technology_FIX.mp3
Category:Podcast -- posted at: 3:30pm EDT

Available housing inventory in the U.S. is at historical lows and homebuilders are faced with high costs and labor shortages. Three stocks stand out above the rest for their focus on two important markets – millennials and retirees.

Direct download: 20180503_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Explaining the pros and cons so you can decide if they're right for you. 

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Direct download: 20180502_IF_HEalthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After several false starts and failed negotiations, the No. 3 and 4 wireless carriers officially unveiled their plans to merge over the weekend. The new T-Mobile will be a much stronger challenger to AT&T and Verizon, but the biggest priority right now is to win over regulators.

Direct download: 20180501_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

All things being equal, higher dividend yields are better. However, many dividend stocks’ high yields are signs of trouble. In this episode of Industry Focus: Financials, host Michael Douglass and Fool.com contributor Matt Frankel discuss what a yield trap is, how to detect one, and a few examples of stocks that have characteristics of yield traps.   

Direct download: 20180430_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Facebook shareholders can breath a big sigh of relief! The company posted solid earnings that had the market forgetting all about the company's data issues. And Twitter posted its second GAAP profitable quarter, but Wall Street wasn't as thrilled.

Direct download: 20180427_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

This week a Virgin America plane took its last flight under the Virgin umbrella. With the unification of the two brands complete, and a rocky 2017 behind them, can the airline operator start to right the ship in 2018?

Direct download: 20180426_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT