Industry Focus

We swear capital allocation is sexy! On this episode we explain what it is, the different strategies businesses use for maximizing shareholder value, and profile two companies – one that has done a great job... and one that hasn’t.

Direct download: 160415_IF_Tech.mp3
Category:Podcast -- posted at: 10:28am EDT

Peabody Energy's Chapter 11 filing this week has led to many saying "it's the brutal coal market", but we take a look at why there is much more to the story. Plus: dividend cuts at National Oilwell Varco, Alcoa's earnings, and what's on our radar.

Direct download: 160414_IF_Energy.mp3
Category:Podcast -- posted at: 10:26am EDT

Intuitive Surgical's robotic surgery and Illumina's DNA sequencers are reshaping healthcare.

Direct download: 160413_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:55am EDT

The state of Macau in 2016: a look at how bad the regulations have hurt, and how a few companies are working to recover.

Direct download: 160412_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 9:25am EDT

Can improving your writing skills boost your investing returns?

Direct download: 04112016_IF_Financials.mp3
Category:Podcast -- posted at: 2:37pm EDT

On this episode we recap everything we know about Google’s self-driving car project.

Direct download: 160408_IF_Tech.mp3
Category:Podcast -- posted at: 4:12pm EDT

 It is becoming more and more apparent that solar and wind energy is not only changing the way in which we produce power, it's completely upending the whole electricity industry. We take a deeper look at the nuances of investing in the renewable energy field. Plus, Halliburton's deal faces another hurdle and we celebrate national beer day.

Direct download: 04072016_IF_Energy.mp3
Category:Podcast -- posted at: 3:17pm EDT

The ins-and-outs of Pfizer and Allergan's failed $160 billion merger.

Direct download: 04062016_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:07pm EDT

Thomas Staggs joined Disney 25 years ago and has left an impressive mark on the company in his various roles, including CFO and chairman of the Parks and Resorts segment. Just last year, he seemed to be a shoo-in for future CEO, but with his sudden resignation, the company and its investors must now grapple with renewed uncertainty as Bob Iger approaches his 2018 retirement.

Direct download: 04052016_IF_ConsGoods.mp3
Category:Podcast -- posted at: 12:04pm EDT

Insurance companies can be tremendous investments, if you know what to look for. Here’s the simple breakdown of a very complicated industry.

Direct download: 04042016_IF_Financials.mp3
Category:Podcast -- posted at: 1:55pm EDT