Industry Focus

Every diversified portfolio needs global exposure. We dive into some of the benefits and risks involved with international stocks.

Direct download: 20161019_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

For supertrend no. 2, we look at the SKU, or stock keeping unit. Retail and consumer companies must strike the right balance between product breadth and operational complexity to succeed, and SKU rationalization (or reduction) lies at the heart of that challenge. Initiatives at Unilever and Procter & Gamble exemplify the efforts companies are taking in this space.

Direct download: 20161018_IF_ConsGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Business Development Companies (BDCs) are primarily small caps, but their dividends are anything but small. The industry offers investors double-digit dividend yields earned primarily by lending to, and investing in, companies that are too small for Wall Street. High yields come with high risks, however, and there is little public information about the investments that BDCs hold on their balance sheets.

In this edition of Industry Focus: Financials, join The Motley Fool’s Gaby Lapera and Jordan Wathen as they discuss the ins and outs of BDCs, the rise of activism in the sector, and why investors may be better off avoiding this industry than investing in it.

Direct download: 20161017_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Galaxy Note 7 line has officially been axed. What does it mean for Samsung and who could benefit from the fallout?

Direct download: 20161014_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Can oil companies use drones to reap bigger profits?

Direct download: 20161213_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Donald Trump and Hillary Clinton debated Obamacare during the second Presidential debate. Here's what they said, why they said it, and whether their comments during the debate were true of false.

Direct download: 20161012_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the recently announced $4.5 billion deal, the combined entity will employ 40,000 employees in 180 stores and feature millions of square footage of hunting, fishing, and camping equipment. The cast also take a look at Costco following its break-up with American Express. Thanks to Tommy John for supporting Motley Fool. Go to tommyjohn.com/fool and use the promo code “fool” to get 20% off your first order!

 

Direct download: 20161011_IF_ConsGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Tune in as Joe Magyer and Gaby Lapera talk about leverage, return on assets, and whether or not to buy Australian banks. 

Direct download: 20161010_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We look at recently public Nutanix, explain what they do and break down their business.

Direct download: 161007_IF_Tech.mp3
Category:Podcast -- posted at: 2:12pm EDT

Taser International just lost a big client, but things aren’t always what they seem.

Direct download: 161006_IF_Energy.mp3
Category:Podcast -- posted at: 5:14pm EDT