Thu, 19 April 2018
We tackle a host of news items in Oil and Gas including; British Columbia halts development of the TransMountain pipeline, consumers face high prices at the pumps, and China’s new intelligent highway will be able to charge electric vehicles as they drive. We also pitched two stocks we’re currently working. |
Wed, 18 April 2018
Alkermes’ ALKS-5461 gets a do-over, Celldex's lead drug is a bust, and the good and bad of Johnson & Johnson's Q1 earnings report. Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool. |
Tue, 17 April 2018
Down about 20% from its all-time highs, Ulta stock has seen dampened investor enthusiasm after an otherwise amazing 10-year run as a public company. Listener Joseph wants to know why Ulta stock has struggled as Estee Lauder, another major name in skincare and cosmetics, soars to new all-time highs. |
Mon, 16 April 2018
Now that the “big four” U.S. banks have reported earnings, let’s take a look to see what investors need to know. |
Fri, 13 April 2018
There have always been rumors of a paid version of Facebook. Recent comments from Mark Zuckerberg and Sheryl Sandberg prove its something management has been thinking about, but what would it actually look like? Slack: Where work happens. Go to slack.com to learn more. |
Thu, 12 April 2018
NV5 and Pattern Energy Group have both been previously pitched on the show. And, both stocks have had a tumultuous time over the past few months. We discuss if recent events have changed the fundamental thesis for each.
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Wed, 11 April 2018
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. |
Tue, 10 April 2018
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. |
Mon, 9 April 2018
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. |
Fri, 6 April 2018
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. |