Industry Focus

Here’s what investors need to know about three big news items.

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Direct download: 20180611_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We've got Fool.com's Brian Feroldi back on to talk under-the-radar tech stocks. He walks us through why Grubhub, Mitek, and BlackLine are currently on his watchlist. Stocks: (NYSE: GRUB) (NASDAQ: MITK) (NASDAQ: BL)

Direct download: 20180608_IF_Tech_JUNE_8.mp3
Category:Podcast -- posted at: 3:30pm EDT

After facing continuing construction delays caused by political challenges and permitting concerns, Kinder Morgan sold its Trans Mountain Pipeline and expansion project to the Canadian government. We discuss what that means for the company's future prospects. Ticker (NYSE: KMI)

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Direct download: 20180607_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Gilead Sciences has been one of biopharma's worst performers, and demand for its hepatitis C drugs has yet to bottom. Can its R&D program jump start investor optimism? Stocks: GILD

Direct download: 20180606_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After digging into these stock market debuts last year, we’re revisiting Canada Goose, Blue Apron, and Stitch Fix to cover the latest developments at each company and to rethink what investors need to know going forward. Stocks: GOOS, APRN, SFIX

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Direct download: 20180605_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

When most investors think of real estate investment trusts, or REITs, they think of things like apartments, hotels, malls, and office buildings. However, there are REITs that own property types you may not have considered, and some of these companies are quite large. In this episode of Industry Focus: Financials, host Michael Douglass and REIT specialist Matt Frankel discuss REITs that own timberlands, data centers, and telecommunications towers.

Direct download: IF_06042018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

We answer a listener question about Universal Display. After seeing revenues surge in 2017, the company has come back to earth in 2018. Does that make it a good time to buy in, or should investors stay away? Stocks: OLED, AAPL

Direct download: 20180601_IF_Tech_JUNE_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

The past twelve months haven’t been kind to GE shareholders. The stock has lost almost half its value as creative accounting practices, a seriously underperforming power segment, and charges related to its legacy insurance business have undermined investor confidence. We talk about recent events, financial results, and how the turnaround plan is going.

Direct download: 20180530_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Precision medicines from Loxo Oncology and Blueprint Medicines could take center stage at the most important cancer conference of the year. Also, here’s why Abiomed’s shares have doubled in 2018. (LOXO) (BPMC) (ABMD)

Direct download: 20180530_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After years of playing of second fiddle to Home Depot, Lowe’s recently tapped J.C. Penney CEO Marvin Ellison to help usher the brick-and-mortar retailer into the future. While the home improvement space has resisted competition from online players, neither of the industry leaders are strangers to innovation and change. The cast also covers the latest updates from the Walt Disney and Fox acquisition. Stocks: LOW, HD, DIS, FOX, FOXA, CMCSA

Direct download: 20180529_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT