Industry Focus

On the surface, White Mountains Insurance’s business model may look a lot like the Oracle of Omaha’s playbook.

Direct download: 20180618_IF_FInancials.mp3
Category:Podcast -- posted at: 3:30pm EDT

This week, a judge approved the AT&T/Time Warner $85B deal. Why does the telecom giant want a piece of the content world, and what does the deal mean for the marketplace?

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Direct download: 20180615_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Eugene Mulero, Capitol Hill reporter for Transport Topics, recently visited Project Neon, a $1 billion interstate project in Nevada. He discusses the projects progress and how the Nevada state government secured both federal and private funding. He updates us on President Trumps previously announced spending bill, which included a $200 package for infrastructure. We touch on a few stocks for investors bullish on infrastructure: McDermott International (MDR), Fluor (FLR), AECOM (ACM).

Direct download: 20180614_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Celgene's been stumbling lately, but it's got irons in the fire that could get it back on track. Are this company's best days behind it, or are they only beginning? Stocks: CELG

Direct download: 20180613_IF_Healthcare_REPLACE.mp3
Category:Podcast -- posted at: 3:30pm EDT

As the “retail apocalypse” bears down on brick-and-mortar chains across the country, some department stores are showing signs of strength. Shareholders are cheering the impressive year-to-date rallies, but will the party last? Stocks: M, KSS, DDS, SHLD

 

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Direct download: 20180612_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

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