Industry Focus

Biogen misses out on a huge deal that Novartis completed with AveXis. Plus, Incyte's phase 3 implosion, and what it means for immuno-oncology more broadly.

Direct download: 20180411_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The $55 billion skincare and make-up giant has seen its shares gain nearly 80% in the past year as robust top and bottom line growth attract investors to the company. For the first time on Industry Focus, we look at Estee Lauder’s impressive brand portfolio, latest results, and management’s vision for the future.

Direct download: 20180410_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We’re often told to focus on one thing and do it well – but in today’s episode, we cover three sectors (banks, REITs, and insurers) where businesses may be going in the opposite direction, preferring to try and own more of the value chain. Understanding the tradeoffs between specialization and diversification is key to investing smart in these sectors.

Direct download: 20180409_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Shares of the music streamer are now on the market! With a ballpark on The Street's view of what the company is worth, we try a few different angles to put its valuation into context.

Direct download: 20180406_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Crown Prince of Saudi Arabia announced last week a plan to partner with Japanese-based SoftBank to fund a $200 billion solar farm in the desert. We discuss the project, the state of the U.S. solar industry, and solar stocks to buy (and avoid).

Direct download: 20180405_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Takeda may buy Shire, but it might prove costly. Also, the FDA slaps Alkermes with a dreaded Refusal to File letter.

Direct download: 20180404_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

ADT and its private equity backers have built up the leading name in monitored security with $4.3 billion of revenue in 2017. But after pricing an IPO in January, shares of ADT have tumbled nearly 50%. Is this the bargain opportunity investors should be following?

Direct download: 20180403_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

A lot of investors like big bank stocks for their dividends and perceived safety. We think, though, that some big trends are lining up to make their business models increasingly tough to sustain. In this episode, we lay out five different areas tech is changing the game for banks.

Direct download: 20180402_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

At SXSW, our quest was simple -- find good food. But when we stumbled upon Kyle Pounder's food truck "Excaliburger" we realized we found even more.

Direct download: IF_BONUS_03.31.2018_FINAL_v3.mp3
Category:Podcast -- posted at: 12:00pm EDT

A big restructuring that could begin to pay off for investors soon could make this a great time to add Hess Corp. to your portfolio.

Direct download: 20180329_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT