Industry Focus

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 EST

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 EST

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 EST

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 EST

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 EST

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

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

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

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 EST

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 EST

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 EST

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 EST