Wed, 25 July 2018
It’s big pharma week! First, we discuss Eli Lilly’s second quarter earnings and its decision to spin-off its animal health business. Then, we explain why GlaxoSmithKline became an investor in the DNA screening company, 23andMe. |
Tue, 24 July 2018
BJ’s Wholesale Club is up 50% from its June IPO, with investors encouraged by improving growth and profitability trends. But BJ’s large rival sets a high bar for the industry. We also look at Calavo Growers, which has delivered incredible long-term returns thanks to its main staple - avocados. Stocks: CVGW, BJ, COST |
Mon, 23 July 2018
Goldman Sachs and Morgan Stanley both had excellent growth in the second quarter. |
Fri, 20 July 2018
Short sellers are often characterized as speculators and manipulators, but they play an important role in the financial markets. We run through why shorts are important, but also why the average investor should probably stay away from shorting stocks. |
Thu, 19 July 2018
We take a deep-dive into a stock in our own portfolios: Corning (GLW). We cover the history of the company, its recent underperformance, our appreciation for its long-term focused management team, and why it’s set for growth. Stocks mentioned: Corning (GLW). |
Wed, 18 July 2018
A new spin on an old drug could dent demand for Epidiolex, a marijuana-based epilepsy drug. Plus, here's how important Medicare and Medicaid are to UnitedHealth Group's profits. |
Tue, 17 July 2018
We tackle a listener question from Ryan, who wants to know whether this big box consumer electronics retailer could be a long-term value play with its stable growth and dividend. Best Buy recently came out of its 5-year turnaround effort, and management is now focused on a “New Blue”. |
Mon, 16 July 2018
The “big four” U.S. banks – JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Bank of America (NYSE: BAC), and Citigroup (NYSE: C) – have all reported their second-quarter earnings. In this episode of Industry Focus: Financials, host Michael Douglass and Fool.com contributor Matt Frankel discuss the winners and losers, as well as some sector trends investors should be aware of. |
Fri, 13 July 2018
This Chinese consumer tech company has come up on our show several times as a competitor to U.S. firms in the smartphone and wearables space. But today, we focus on Xiaomi, as its shares have just hit the Hong Kong exchange. |
Thu, 12 July 2018
We discuss renewable yieldcos; Pattern Energy Group (PEGI), TerraForm Power (TERP), Brookfield Renewable Partners (BEP), and NextEra Energy Partners (NEP). Also, we break-down what exactly MLPs and C-corps are and what they mean for investors. |