Industry Focus

Here’s what we think could happen next year, and how it could affect investors. None of us has a crystal ball that allows us to predict what the economy and stock market will do, but it’s still fun to make predictions. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP and host Jason Moser discuss some of their boldest predictions for 2019 and what they could mean for investors. From the Fed’s interest rate moves to tech giants potentially acquiring some of our fintech favorites, there’s a lot that could happen, and we’ve got you covered.

Direct download: 20181228_IF_Financials.mp3
Category:general -- posted at: 3:30pm EDT

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang talks about stocks to watch in 2019, makes a few reckless predictions, and closes out the conversation with their resolutions for the upcoming year.

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Direct download: 20181214_HolidayEpisode_3.mp3
Category:Podcast -- posted at: 12:00pm EDT

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down some cautionary tales from 2018, some stories investors might have missed, and the best turnarounds from the past year.

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Direct download: 20181214_HolidayEpisode_2.mp3
Category:Podcast -- posted at: 12:00pm EDT

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down what defined 2018 in each sector, the best debuts of 2018, and the leaders that shined in the past year.

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Direct download: 20181214_HolidayEpisode_1.mp3
Category:Podcast -- posted at: 12:00pm EDT

2018 hasn't exactly been a banner year for the stock market, but it's been particularly rough for video game publishers like Electronic Arts and Activision Blizzard -- both stocks are down 25% year-to-date. On this episode we explain why these stocks have fallen so much and why 2019 could be kinder to them.

Stocks: EA, ATVI, TTWO

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Direct download: 20181221_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Motley Fool analysts Jason Hall and Nick Sciple break down the recent news in the oil market coming out of OPEC and break down the important industries and trends affecting solar energy today.

Stocks Mentioned:TSLA, FSLR, HQCL, JKS, CSIQ, SPWR, SEDG, ENPH, NEP, BEP, PEGI, TERP

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

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Direct download: 20181220_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

China’s biotech industry is booming. Driven by vast government funding and Western partnerships, the country is introducing new commercial drugs at a faster pace than ever before. But could controversial topics such as human genetic engineering derail its accelerated growth? Shannon Jones and special guest Simon Erickson put this fast-growing field under the microscope, and they share their thoughts about Celgene (Nasdaq: CELG), BeiGene (Nasdaq: BGNE), and Legend Biotech.

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Direct download: 20181214_IF_Healthcare_PRE_1219.mp3
Category:Podcast -- posted at: 3:30pm EDT

While a new slate of Roomba offerings drives accelerating top and bottom line growth for the company, rising tariffs on iRobot’s China-made vacuums have investors worried about near-term profitability and sales. We break down the latest results and outlook for the world’s leading consumer robot company. Stock: IRBT

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Direct download: 20181218_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Is a 3% yield on savings too good to be true, and what can people do if their retirement savings aren’t quite on track? In this episode of Industry Focus: Financials, Rubicoin’s head analyst Rory Carron sits down with host Jason Moser to talk about the present and future of fintech. Plus, Moser and Fool.com contributor Matt Frankel, CFP discuss Robinhood’s recently-announced bank accounts and Frankel dives into some disturbing results from a poll on retirement readiness. And finally, hear which three stocks Moser and Frankel have their eyes on right now.

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Direct download: 20181217_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're looking at wish lists to see what companies might be in the headlines this holiday season and how those products fit into the big picture strategy for each business.

- How does the Nintendo Switch play into the video game giant's empire?
- Does Red Dead Redemption mean Take Two is back on track?
- And seriously, what is Amazon trying to do with all these Alexa devices?

Stocks: NTDOY, AMZN, TTWO

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Direct download: 20181214_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In a follow up to our previous trucking episode, we break down how logistics infrastructures are doing so far this holiday season and discuss how retailers are responding to increased logistical demands in a tight market. In addition, we discuss how key changes in tariffs and at the USPS will impact logistics.

Stocks Mentioned:WMT, TGT, AMZN, UPS, FDX, ADBE

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Direct download: 20181213_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

New drugs, trial failures, M&A, and a little bit of everything else that happened in healthcare in 2018!

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Direct download: 20181212_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

A few months since closing its merger, Keurig Dr. Pepper reported its first quarter of results for the combined entity. The union of Keurig Green Mountain and Dr. Pepper Snapple created a company with $11 billion of annual revenue and a portfolio of 125 brands. How are things shaping up for the No. 3 beverage company? Tune in to find out. Stock: KDP

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Thanks to Slack for supporting The Motley Fool. Slack: where work happens. Go to slack.com to learn more.

Direct download: 20181211_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

When will the stock market volatility end, and what do investors need to know about it? In the latest edition of the Industry Focus: Financials “Between Two Fools” interview series, Wofford Finance Professor Philip Swicegood discusses his unique approach to teaching college students about investing. And, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent stock market volatility, what it means for long-term investors, and what stocks in particular they have their eyes on right now. You’ll hear all this and more in this week’s episode.

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Direct download: 20181210_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Investors are finally getting a glimpse of a potential Lyft IPO in 2019. Unfortunately the company submitted a "confidential filing" meaning we still have to wait for details. We run through what we know about Lyft and its biggest competitor, Uber. We also hit the most recent market data for wearables and VR/AR.

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Direct download: 20181207_IF_Tech.mp3
Category:Podcast -- posted at: 3:47pm EDT

With electric scooters and bikes beginning to line the streets of major cities across the country, micromobility has emerged as the newest trend in transportation. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the trend, the major competitors, and the opportunities and risks present in the space today.

Stocks Mentioned:GM, F, XIACY

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Direct download: 20181206_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

This year's American Society of Hematology (ASH) is a wrap. Here are 3 biotech stocks that delivered market-moving news at the high-profile conference. Stocks: $CELG $REGN $GBT

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Direct download: 20181205_IF_Healthcare_reUp.mp3
Category:Podcast -- posted at: 3:30pm EDT

Third quarter numbers for the cable industry seem to paint a worsening picture for traditional pay-TV, but does a service still present in over 80 million homes across the country qualify as “dying”? We look at the latest results for players across the industry to identify the trends and companies you should be watching (no pun intended).

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Direct download: 20181204_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Hotel giant Marriott (NYSE: MAR) just announced a massive data breach, and consumers can take some steps to ensure their personal information remains safe. Plus, two celebrities are in hot water with the SEC after helping to promote some initial coin offerings, or ICOs, without disclosing they were being paid. And finally, a new study found that the majority of young Americans have tapped into their retirement savings early – and often for the wrong reason. Host Jason Moser and Fool.com contributor Matt Frankel, CFP talk about all of this and more on this week’s episode of Industry Focus: Financials.

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Direct download: 20181203_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Recently Microsoft has been challenging the Mac maker for the crown of the largest publicly traded company. We talk about how the companies got to where they are, which one looks like a safer bet over the next few years, and hit some expansion news from Spotify too!

Stocks: MSFT, AAPL, SPOT

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Slack: Where work happens. Go to slack.com to learn more.

Direct download: 20181130_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With more focus than ever being placed on sustainability, many people are considering whether solar panels are a good choice for their home. We discuss how homeowners can take advantage of federal tax credits for residential solar, the process of getting solar installed on your home, and tips and tricks for how to get the best deal on your solar installation. In addition, we break down how to figure out whether residential solar is right for your home. For more information on residential solar, check out Brian's article here.

Stocks Mentioned: TSLA, NGG

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Direct download: Sequence_12.mp3
Category:Podcast -- posted at: 3:30pm EDT

The stock market's November swoon could make it time to buy these top healthcare stocks. Here's how Insulet's disrupting diabetes treatment,  Wellcare Health's benefiting from aging America,  HCP's capitalizing on demand for life sciences real estate, and Celgene's side-stepping risk to its best selling drug.  Stocks: PODD, WCG, HCP, CELG

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Direct download: 20181128_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After two years of sitting in IPO limbo, the premium cooler and drinkware company finally made its market debut in late October. Yeti has fought to restore its momentum after a rough 2017, but will the company’s industry-leading brand be enough to power its expansion into new markets at home and abroad? Stock: YETI

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Direct download: 20181127_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We spend a lot of time covering the big banks, so here's a closer look at four small-cap bank stocks that probably aren't on your radar -- yet. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss Amazon Pay and what it could mean to some of our War on Cash favorites. Plus, the team answers listener emails on REITs, bank interest margins, dividends and buybacks, and more. It's all on this week's episode of Industry Focus: Financials.

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Direct download: 20181126_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Fool HQ got a treat recently. Kyle Pounders, friend of the pod and owner of the food truck Excaliburger, came by to serve up burgers to the office. While he was in town, we got him into the studio to catch up on what he's been up to. Since we first met him at SXSW, Kyle has been traveling the country with his truck, but recently he's gone from touring to targeted trips to areas hit by natural disasters and he's tweaking his business model to try and be able to give more. His story seemed like the perfect one to share at a time when we're all trying to be mindful, thankful, and charitable.

If you missed our first episode on Kyle, you can check it out here:

https://www.fool.com/podcasts/industry-focus/2018-03-31-bonus-the-sword-in-the-bun/

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Direct download: 20181120_IF_FreeBurgProject.mp3
Category:Podcast -- posted at: 12:00pm EDT

Shopping for a new ride? No one wants to deal with the sleazy used car salesman. Carvana knows that, and the company is looking to change how consumers go car shopping with a refined online experience. We dig into this fast-growing e-commerce stock that has already tripled since its 2017 IPO. Stock: CVNA

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Direct download: 20181120_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Do you invest in real estate? In this episode of Industry Focus: Financials, host Jason Moser sits down with the Fool’s own Matt Argersinger to talk about why this asset class can be a smart addition to investors’ portfolios. Plus, Fool.com contributor Matt Frankel, CFP sheds some light on the flurry of bank stock buying we’re seeing from Warren Buffett-led Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B). Finally, it’s been a rocky month or so for our “War on Cash” basket of stocks, but that doesn’t mean there’s anything wrong with these companies business-wise.

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Direct download: 20181119_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Pen and paper is the way of the past. Docusign is trying to bring contracts into the 21st century with digital signatures and document management. Early indications are that the company is onto something, but should the stock be on your watchlist?

Stocks: DOCU, UPWK

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Thanks Netsuite. Get the FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/Fool.

Direct download: 20181116_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

On today's episode, we discuss midstream pipeline companies and the opportunities they present for investors. In addition, we discuss how the fires blazing through California are affecting the state's largest utility

Stocks Mentioned: PCG, CEQP, CHK, RDS-A, RDS-B, SHLX, WMB, BIP, ENB, PAA, MMP

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Direct download: 20181115_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here's how telehealth companies like Teladoc are disrupting patient diagnosis and treatment; why insurers are all-in on telemedicine; and what could be next for this fast-growing industry. Stocks: TDOC, RDNT, CI, ANTM

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Direct download: 20181114_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

As volatility and uncertainty roil the markets, many investors are ready to hit the sell button. But before you make an expensive mistake, consider the stability offered by gold standard names in the consumer staples sector. These businesses can cushion and diversify your portfolio in even the worst bear markets. Stocks: XLP, PG, MCD, TJX, WMT

Thanks to LinkedIn for supporting The Motley Fool. Go to www.linkedin.com/fool and get $50 off your first job post.

Direct download: 20181112_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Are cryptocurrencies still compelling long-term investments? In this episode of Industry Focus: Financials, host Jason Moser interviews The Motley Fool’s cryptocurrency expert Aaron Bush to find out the answer. Plus, Moser and Fool.com contributor Matt Frankel, CFP discuss earnings from fintech favorite Square (NYSE: SQ), The Motley Fool’s new personal finance brand The Ascent, as well as two stocks that are on their radar this week.

Direct download: 20181112_IF_Finacnials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The market has not been kind to Chinese tech stocks Alibaba, Baidu, Tencent, and iQiyi in 2018. With trade war threats and local regulations eating into investor optimism, could this be a good time to scoop up shares of these beaten up companies?

Stocks: IQ, TCEHY, BABA, BIDU

Direct download: IF_Tech_11092018.mp3
Category:Podcast -- posted at: 3:30pm EDT

With Motley Fool's annual Foolapalooza gathering this week, we go to the Industry Focus Vault to bring back this episode. Michael Douglass and Fool.com Contributor Lou Whiteman discuss investment opportunities in the commercial space and defense industrie

Direct download: IF_Energy_11082018.mp3
Category:general -- posted at: 3:30pm EDT

Why Alkermes once-promising depression drug failed to impress the FDA's advisory committee. Plus, how a $1.2 billion acquisition of Pacific Biosciences could move the needle at Illumina. Stocks: ALKS, ILMN, PACB

Direct download: IF_Healthcare_11072018_1.mp3
Category:general -- posted at: 3:30pm EDT

Earnings season is here, and we’re digging into three reports from the past week. First, we look at the bullish market response to results from Under Armour and Starbucks as their businesses pick up momentum heading into the holiday season. Then, we turn our attention to El Pollo Loco, the California-based fast casual restaurant chain, and its own recovery effort.

 

Thanks to Molekule for supporting the show. Get $75 off your first order at http://www.molekule.com code “fool”.

Direct download: IF_CG_11062018.mp3
Category:Podcast -- posted at: 3:30pm EDT

It was yet another big week for earnings, and the IRS announced a big change for retirement savers.

Intro: We’re now a few weeks into earnings season, and some of our favorite financials stocks just reported their latest results. Plus, wages are growing faster than they have in years and Americans can look forward to saving a little more for retirement in 2019. In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss all of this news and more.

Direct download: IF_11_05_2018_Final.mp3
Category:general -- posted at: 3:30pm EDT

Earnings season never disappoints. Apple posted seemingly strong results, but the market was disappointed in changes to its reporting and guidance. Ditto for Spotify, who made some changes to its expected subscriber counts for 2018 and sold off after its report. But Fitbit made a statement with the success of its smartwatch segment and shares are up over 30%.

Should Apple and Spotify investors be worried? And Does Fitbit belong on your watch list?

Stocks: AAPL, SPOT, FIT

Direct download: 20181102_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the recent market volatility, many stocks have fallen near 52-week lows. We discuss several of these stocks to determine whether they are a “Trick” or a “Treat” for your portfolio, and break down whether the market’s recent swoon should have you spooked.

Direct download: 20181101_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

October's stock market correction was frightful, and some stocks have been particularly ghoulish performers this year, but fear not dear listeners, because we've got some advice that can help you keep your head in terrifying times.

Direct download: 20181031_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Shares of GrubHub are down 40% even as the company recorded impressive top line growth of 52% in the third quarter. We take a big picture look at the recent market volatility before digging into the opposing forces at play for the leading restaurant delivery platform.

Thanks to Netsuite for supporting the show. Get the FREE guide -- “Crushing the Five Barriers to Growth” -- at NetSuite.com/FOOL.

Direct download: 20181030_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

It was a big week in the financial industry, as the massive Money 20/20 conference in Las Vegas produced some big announcements. Goldman Sachs’ (NYSE: GS) Marcus division announced that it plans to offer investment management solutions for everyday Americans, Amazon (NASDAQ: AMZN) and American Express (NYSE: AXP) announced a major partnership, and more. In this episode ofIndustry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss the week’s news, some recent earnings, and what stocks are on their radar right now.

Direct download: 20181029_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The largest freelance marketplace in the world went public earlier this month and Wall Street seemed eager to get its hands on shares of the company. Should investors also want in? In this episode, we break down:

- How Upwork makes money
- Why the gig economy is a huge driver for the stock
- Whether or not we're interested in buying shares

Stocks: UPWK, TWLO

Direct download: 20181025_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

The advent of horizontal fracturing has made the Bakken Shale play in North Dakota one of the most productive oilfields in the world. We break down how the Bakken got to where it is today, investment opportunities available in the Bakken, and the future of the play in the larger context of US fracking.

 

Stocks Mentioned: ETP, KMI, OKE, CLR, HES, MRO, EOG, COP

Direct download: 20181025_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Could cancer diagnostics really be the next biggest thing in healthcare? Special guest Simon Erickson dives into this burgeoning field and shares the top stocks every investor should keep an eye on. Tickers: ILMN, RHHBY, GH

Direct download: 20181023_IF_Healthcare.mp3
Category:Podcast -- posted at: 11:05am EDT

After more than a decade of declining revenue and mounting losses, Sears Holdings filed for bankruptcy protection in October. While Chairman and major shareholder Edward Lampert hopes to salvage 400 of the company’s best stores, the fate of this nearly 130-year-old American brand is anything but certain. We look at what lies ahead for Sears and how major competitors might benefit from its absence.

Direct download: 20181023_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're now well into earnings season, and while we heard from the big banks earlier on, there have been several other interesting earnings reports over the past week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel give listeners a rundown of earnings from PayPal (NASDAQ: PYPL), American Express (NYSE: AXP), Travelers (NYSE: TRV), Ameris Bancorp (NASDAQ: ABCB), and Synchrony Financial (NYSE: SYF). Plus, there's a new FICO scoring model coming soon, and several other key bank earnings in the week ahead.

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

We've missed some major market news while we've covered some new tech issuances. Today we catch up, talking about:
- Snap CEO Evan Spiegel is pushing the company to be profitable in the face of concerns over its cash burn.
- Institutional investors waging a war against Facebook's founder and CEO Mark Zuckerberg.
- Google's extended dance with the European Commission over Android.

Stocks: SNAP, FB, GOOG, GOOGL

Thanks Netsuite for supporting the show. Get their FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/Fool.

Direct download: 20181019_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Although the industry is rarely discussed, there’s a 99% chance that almost everything you own spent at least some time on a truck. We discuss how a looming shortage of truck drivers will impact businesses from the energy sector to retail already absorbing the aftermath of tariffs.


Stocks Discussed: TGT, WMT, UPS, AMZN

Direct download: 20181018_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Promo: UnitedHealth Group and Johnson & Johnson kicked off earnings season by beating industry-watchers' estimates. Can their winning ways continue? Also, how Genfit hopes to outmaneuver bigger competitors in what could be a $35 billion market. Symbols: UNH, JNJ, GNFT, GNFTF, GILD, ICPT

Direct download: IF_healthcare_10.17.2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

After an eight-year streak of declining sales and underperformance, Nintendo wowed gamers and investors last year with the release of its Switch console. Since then, the company has grown its top and bottom lines at a triple-digit rate. We break down this Switch-fueled growth before taking a look at other long-term opportunities management envisions for Nintendo’s library of beloved characters and titles.

Direct download: 20181016_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The big U.S. banks kicked off third-quarter earnings season, and the results are pretty strong. Plus, Wells Fargo (NYSE: WFC) reported some much-needed good news.

Elsewhere in the financials sector, it looks like zero-down subprime mortgages could be making a comeback, Paypal is taking a big step towards monetizing its popular Venmo app, and Square’s CFO departure is putting tremendous pressure on the stock. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss all of these news items and more.

Direct download: 20181015_IF_Financials_use.mp3
Category:Podcast -- posted at: 3:30pm EDT

One of the biggest tech IPOs is on hold... for now. But investors shouldn't have to wait too long to see shares of Tencent hit the market, so on this episode, we break down China's streaming music giant: how it makes money, how it is similar (and different) than Spotify, and why we think the stock could be a winner.

Stocks: TCEHY, SPOT

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Direct download: 20181012_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With Tesla dominating news coverage in the EV industry, other players in the EV space have been starved of attention. We discuss the EV prospects of non-Tesla automakers to highlight the opportunities that these businesses present for investors.  

 

Stocks Discussed: GM, TTM, DDAIF, AUDVF, NIO, GOOG, GOOGL, TSLA

Direct download: 20181011_IF_Energy_Use.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our Motley Fool's discuss all things marijuana! Find out what excites them most, what keeps them up at night, and what stocks are their favorites. 

Direct download: 20181009_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

As one of the best-performing stocks in the S&P 500 so far this year, Target has shown investors how a patient, holistic approach to a turnaround can deliver impressive results. We discuss some of the major investments the company has made in e-commerce, private labels, and more.

Direct download: 20181009_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

There’s been a lot of news this week that could potentially affect your financial-sector investments, as well as your future investment opportunities. Interest rates are on the rise, the Federal Reserve could be considering further easing of bank regulations, and two popular fintech giants are making big moves. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the week’s headlines and what investors need to know.

Direct download: 20181008_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The tech-boom era survey company SurveyMonkey has finally IPO'd after 19 years as a private company. Can the older tech company cut it on the public markets? We run through the company's user base, explore its financials, and explain whether we're interested in buying shares.

Stocks: SVMK, GOOG, GOOGL, DBX

Slack: Where work happens. Go to slack.com to learn more.

Direct download: 20181005_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

After several punishing years for the sector, offshore oil looks like it may be ready to bounce back. We give a primer on the sector and discuss the prospects and positioning of some of the industry’s largest players.

 

Stocks Discussed: RIG, ESV, DO, SDRL, NBL

Direct download: 20181004_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Geron shares tumbled after J&J jilted them and Omeros  shares fell sharply following a clinical-trial update. Should you avoid these stocks, or are they bargain bin stocks worth buying? GERN OMER INCY

Direct download: 20181003_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After making its market debut in August, Sonos stock saw gains of as much as 40% before a mixed earnings report and news from Amazon sent shares tumbling. We break down the quarterly results before considering how new, competing devices might change the long-term outlook and earnings potential for Sonos.

 

Thanks Netsuite. Get the FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/FOOL.

Direct download: 20181002_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here's what investors need to know about the latest interest rate increase, predictions of a major recession, and more.

Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at several news stories that all investors should pay attention to. You'll hear about:

  • The latest Federal Reserve rate hike and what it means for bank stocks.
  • Venmo has surpassed ATMs in terms of transaction volume.
  • How reliable are corporate projections from an investor's perspective?
  • Projections of how bad the next recession will be, what could cause it, and how to prepare.
  • Whether Visa Checkout and MasterPass are serious threats to PayPal or not.
  • Our latest stocks to watch.
Direct download: 20181001_IF_Financials.mp3
Category:Podcast -- posted at: 3:37pm EDT

Tech: Sirius and Pandora Finally Get Together

After years of will-they/won't-they, the two media companies have finally decided to make a deal. What does the acquisition look like, and why is Sirius interesting in the struggling online radio company? We tackle that, and the recent departures of Instagram's co-founders from Facebook.

Stocks: P, SIRI, AAPL, SPOT, FB

Direct download: IF_tech_09.28.2018.mp3
Category:Podcast -- posted at: 3:49pm EDT

With the latest rounds of US-China tariffs this week, nearly 100% of US-China trade is set to be under tariff. We break down the substance of the new tariffs, the strategies behind them, and how they will affect businesses and industries across the stock market.

                       

Stocks: WMT, TGT, GM, F, BMWYY, NUE, MKC, WHR, AAPL,

Direct download: 20180927_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

How Regenxbio is capitalizing on the emerging gene therapy trend and why Neurocrine Biosciences is on the cusp of making the jump to profitability. Also, how Amarin may revolutionize how doctors treat heart disease. Stocks: RGNX, NVS, NBIX, ABBV, AMRN.

Direct download: 20180926_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

In the past year, we’ve talked about the bleak outlook for action camera specialist GoPro, a proxy battle at Procter & Gamble, and the unique brick-and-mortar operation at Hudson Ltd. Today, we’re revisiting each of these companies to see what they’ve been up to and what lies ahead for investors. Stocks: HUD, PG, GPRO

Go to Harrys.com/fool to redeem your offer and let them know I sent you to help support the show!

Direct download: 20180925_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

Banking has evolved rapidly over the past decade or so, and this could just be the tip of the iceberg. Companies like Amazon.com (NASDAQ: AMZN) and Square (NYSE: SQ) could threaten the big banks’ dominance in some key areas, and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss some of the key trends, news stories, and future catalysts in the financials sector that investors should pay close attention to.

Direct download: 20180924_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Marijuana mania caused a significant pop and drop in Tilray shares this week, including a nearly doubling at one point on Thursday.  Are we witnessing one of the biggest investing opportunities of our generation, or is this marijuana mayhem?

Direct download: 20180921_IF_Healthcare_BonusEp.mp3
Category:Podcast -- posted at: 8:00am EDT

Apple and Amazon have some hot devices about to hit shelves -- some we expected... some we didn't. We walk through what the new iPhones and Apple Watches mean for Apple and what the new Echo devices and Alexa functionality means for Amazon, and how they work the overall strategy for each company.

Stocks: AMZN, AAPL, SONO

Sponsored link: http://www.molekule.com code fool.

Direct download: 20180921_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We continue down the oil supply chain to discuss oilfield servicers. We break down the current state of the industry, assessing whether it is set to bounce back after a few troubled years for the industry, and discuss two of the largest companies in the space.

 

Stocks: HAL, SLB

Direct download: 20180920_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Direct download: 2080919_IF_Healthcare_today.mp3
Category:Podcast -- posted at: 3:30pm EDT

We look at the highest grossing films and studios of 2018 before turning our attention to upstart ticketing service, MoviePass. While this first mover is struggling, the whole industry is quickly following in its footsteps. Stocks: DIS, HMNY, AMC, CNK

 

Thanks to Molekule for supporting our show. Get $75 off your first order at http://www.molekule.com, code “fool”.

Direct download: 20180918_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Hurricane Florence tore through the Carolinas this weekend, leaving billions of dollars of damage in its wake. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss how listeners can prepare, from both a personal finance and investment perspective.

Direct download: 20171120_IF_Financials_2.mp3
Category:Podcast -- posted at: 3:30pm EDT

There's a big change a-coming. Tech stalwarts like Netflix, Facebook, and Alphabet are being recategorized by S&P and MSCI's Global Industry Classification Standard (GICS). We talk about why this is particularly important for the fund and ETF world, and what individual investors need to know.

Stocks: FB, DIS, NFLX, GOOG, GOOGL, VZ, T

Direct download: 20180913_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the explosion of fracking across the United States, demand for fracking-related services is skyrocketing. We discuss the fracking sand industry, its role in the fracking process, and break down some of the biggest companies in the space.

 

Tickers Discussed: HCLP, SLCA

Direct download: 20180913_IF_Energty.mp3
Category:Podcast -- posted at: 3:30pm EDT

In her swan song episode, Kristine shares lessons she's learned about investing while hosting the healthcare show. VEEV ISRG ILMN TDOC  

Direct download: 20180912_IF_Healthcare.mp3
Category:general -- posted at: 3:30pm EDT

With events and artists from all over the world, Live Nation has established a firm grip on the live events industry by bringing talent management, venue operations, and a ticketing platform all under the same roof. We take a look at the company’s sprawling empire, including the regulatory attention it has attracted. Stocks: LYV, MSG

Direct download: 20180911_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The leaders of large-cap financials have been a data company, a subprime lender, and a unique banking institution.

Intro: The financials sector hasn’t been a great performer so far in 2018, underperforming the S&P 500 by more than six percentage points. However, there are some stocks in the sector that have done extraordinarily well. Here’s why Morningstar (NASDAQ: MORN), Credit Acceptance Corp. (NASDAQ: CACC), and SVB Financial Group (NASDAQ: SIVB) have all risen by more than 35% so far this year.

Direct download: 20171120_IF_Financials_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

We tackle one of the more technical tech spaces -- semiconductors -- and do a runthrough of what the industry looks like, how trends like AI, driverless cars, and gaming are boosting demand, and who the major players are.

Stocks: NVDA, INTC, AMD

Direct download: 20180907_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Real estate is, to put it mildly, a BIG part of the US economy. In this episode, we cover some of the major ways to invest in companies providing services to homeowners -- from homebuilding to maintenance. Major tickers: NVR, LGIH, MTH, HD, LOW, TTS, LL, TREX

Direct download: 20180906_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new cash lifeline from United Therapeutics buys the diabetes drugmaker more time to increase sales of its inhaled insulin. Also, make-or-break news is fast approaching for cardiovascular drugmaker, Amarin. MNKD, UTHR, AMRN

Direct download: 20180905_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

On Aug. 31, Coca-Cola announced that it would acquire Costa, a coffee business with thousands of retail storefronts and vending machines stretching from the U.K. to China. Combined with Coke’s industry-leading scale and distribution, the $5.1 billion buyout will help the company tap into the growing coffee industry. Stocks: KO

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get $50 off your first job post.

Direct download: 20180904_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s a look at the three leading person-to-person payment apps and where they could be heading in the future.Person-to-person (P2P) payments have surged in popularity in recent years, and three leaders have emerged – PayPal’s (NASDAQ: PYPL) Venmo, Zelle, and Square’s (NYSE: SQ) cash app. In this episode of Industry Focus: Financials, host Shannon Jones and Fool.com contributor Matt Frankel discuss the three industry leaders and how their surge in popularity could translate into big profits in the future.

Direct download: 20180831_IF_Financials_MONDAYSEP3.mp3
Category:Podcast -- posted at: 3:30pm EDT

AWS is so last year. Today, we talk about how ads are going to push Amazon even further into profitability, and how that could spell trouble for Alphabet's Google and Facebook.

Stocks: AMZN, FB, GOOG, GOOGL, ROKU.

For $75 off your first order, visit M-O-L-E-K-U-L-E-dot-com and enter the promo code fool.
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Direct download: 20180831_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Tesla has been on a wild ride for the past month after CEO Elon Musk discussed potentially taking the company private -- and then ultimately opted not to. We tell the story and dive into the details to help you better understand where the company stands today. (Primary ticker discussed: TSLA)

Direct download: 20180830_IF_Energy.mp3
Category:Podcast -- posted at: 4:16pm EDT

Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?

Direct download: 20180829_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After 12 years and over $10 billion of ticket sales through its platform, Eventbrite is preparing for its public market debut. By targeting “middle market” events, the company has put up fantastic growth with the latest figure for 2018 coming in at over 60% on the top line. We break down this live event business model and bull/bear prospects for the company. Stocks: EB

Direct download: 20180828_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're revisiting common money myths involving topics ranging from investing in stocks to using credit cards.

Direct download: 20180827_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

American big tech stocks have had a pretty good 2018, why have China's big names struggled? We bring on The Motley Fool's investing intern Troy Springer to talk about Alibaba, Baidu, and Tencent's woes, and why now might be a good time to scoop up the stocks.
Stocks: BABA, BIDU, TCHEY


Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off a suitcase!

Direct download: 20180824_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus welcomes auto specialist John Rosevear back to the show to talk about his most recent interview with Ford CFO Bob Shanks, the sustainability of Ford's dividend after its most recent earnings disappointment, and a roundup of other auto news. Stocks discussed: F, TSLA, GM

Direct download: 20180823_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Large-cap healthcare stocks tend to grab all of the headlines, but there are scores of great small-cap companies out there that hold big upside potential. On this week's edition of Industry Focus: Healthcare, host Kristine Harjes talks with Fool.com contributor Brian Feroldi about three little-known companies that are growing quickly and show no signs of slowing down: LaMaitre Vascular (NASDAQ:LMAT),HealthEquity (NASDAQ:HQY), and Novocure (NASDAQ:NVCR).  

Direct download: 20180822_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:02pm EDT

For several weeks, a group of private equity investors have been negotiating a deal for Yum China, the largest restaurant operator in the country. And just last week, Panera Bread founder Ron Shaich helped orchestrate the merger of CAVA Group and Zoe’s Kitchen to create a dominant player in the fast-casual Mediterranean niche. We dive into these potential buyouts and more. Stocks: ZOES, YUMC

Direct download: 20180821_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Oracle of Omaha is still a buyer of stocks, and President Trump is considering a major change to corporate reporting requirements.(NYSE: BRK-A) (NYSE: BRK-B)

Direct download: 20180820_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new email scam is making the rounds -- we breakdown how it works, the signs of a scam, and how you can protect yourself with Fool.com's resident detective, Matthew Cochrane.

Direct download: 20180816_IF_Tech_CyberSecurity_ReEx1.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss the current state of defense spending and earnings for the big four defense contractors. Stocks discussed: LMT, RTN, GD, NOC

Direct download: 20180816_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Spark Therapeutics, Rite Aid, and Alnylam shares have tumbled following news, but that doesn’t necessarily make all three stocks worth buying. Stocks: ONCE, RAD, ALNY

Direct download: 20180815_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

With hundreds of parks in the U.S. attracting millions of visitors each year, amusement parks make up a unique corner of the consumer and retail sector. In this episode, we look at three of the biggest park operators out there -- SeaWorld (SEAS), Cedar Fair (FUN), and Six Flags (SIX).

Slack: where work happens. Go to slack.com to learn more.

Direct download: 20180814_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Is betting against stocks or the entire market ever a smart idea?

Direct download: 20180813_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Streaming company Roku's pivot to a platform company is in full swing and the company's results are looking good. But we can't say the same for Snap after the company reported lackluster user figures.

Direct download: 20180810_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Listen in as we discuss five midstreamers and the broad trends across energy as we continue our earnings series.

Direct download: 20180809_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT