Industry Focus

We wrap up SXSW week with a recap of the big trends we see impacting the tech space over the next few years and a few questions for investors to think about.

Direct download: 20180316_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

How is one of the world's biggest auto manufacturers thinking about the future of mobility and autonomy? We sit down with Wilko Stark, VP Strategy at Daimler and Mercedes Benz and the head of the company’s CASE initiative, to find out.

Direct download: IF_energy_03.15.2018.mp3
Category:general -- posted at: 3:30pm EST

The cost of gene sequencing is falling rapidly, and uses for this data are springing up left and right. Simon Erickson calls in from South by Southwest to chat with Kristine about healthcare's role at the traditionally tech-focused conference.

Direct download: 20180314_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Fresh from his presentation at SXSW 2018, Scott Lachut -- President of Research and Strategy and PSFK -- joins Industry Focus to share his thoughts on major trends and the consumer demands that are changing how companies think about brick and mortar retail. Find out why physical and digital storefronts are more connected than ever and how they’re likely to blend together even further.

Direct download: 20180313_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

White collar crime just isn't prosecuted the way it used to be. To find out why, we chat with Jesse Eisinger, author of "The Chickens*** Club: Why the Justice Department Fails to Prosecute Executives."

Direct download: IF_financials_03.12.2018.mp3
Category:Podcast -- posted at: 3:00pm EST

It’s the leading music streaming service. It’s got nearly 160 million users. But is Spotify a good investment? We look through the company’s prospectus to see how things look right now and discuss the company it could become.

Direct download: 20180309_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

We begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!

Direct download: 20180308_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

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: 20180307_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.

 

Direct download: 20180306_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.

Direct download: 20180305_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

After 11 years of being a private company, unicorn DropBox has decided to go public. We go through the cloud company’s prospectus and see what we like and don’t like about the business ahead of the upcoming IPO.

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Direct download: 20180302_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

We get expert opinion from Eugene Mulero of Transport Topics on the President’s proposal for infrastructure spending. We discuss doubts and concerns with the plan, and an alternative – more likely – timeline.

 

Direct download: 20180301_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

The Cupertino company plans to open healthcare clinics that will rely heavily on its technology. Also, Gilead Sciences partners with Sangamo Therapeutics on gene-editing.

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Direct download: 20180228_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

With revenue trending downward for several years running, General Mills is focused on stabilizing the top line, and management hopes that buying into a whole new industry will do the trick. Blue Buffalo Pet Products is the leader in natural pet foods, but will its double-digit top line growth be enough to move the needle?

Direct download: 2018022_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Financials takes a look into the latest letter The Oracle of Omaha wrote for Berkshire Hathaway’s shareholders.

Direct download: 20180226_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

February was a busy month for tech earnings -- today we backtrack to look at results and news for Snap and Twitter.

Direct download: 20180223_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

We grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.

Direct download: 20180222_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Despite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?

Direct download: 20180221_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Our coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.

Direct download: 20180220_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:32pm EST

What exactly does it mean when a stock is being delisted, and what should investors watch for in the microcap space? We tackle those questions and talk about the benefits of listing in the first place!

Direct download: 20180216_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Oil earnings for 2017 were a mixed bag with U.S. giants Chevron and Exxon Mobil lagging their peers. We discuss the themes of the earnings season and the shareholder returns fever that has gripped the industry as big oil competes for investors dollars.

Direct download: 20180215_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Johnson & Johnson, AbbVie, and Veeva are three gold medal winners in this year’s Motley Fool healthcare Olympic roundtable -- can you guess the other three? Hint: One’s a marijuana stock.

Direct download: 20180214_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

For years, retailers have paid some of the highest effective tax rates in the business world. With the corporate tax rate reduced to 21%, we look at how major companies are taking advantage of this windfall.

Direct download: 2018_02_13_IF_CG_AH.mp3
Category:Podcast -- posted at: 3:30pm EST

In part three of our banking series, Industry Focus: Financials dives into commercial banking and the two largest U.S. commercial banks – Wells Fargo and U.S. Bancorp.

Direct download: 20180207_IF_Financials_Feb12.mp3
Category:Podcast -- posted at: 3:30pm EST

The S&P 500 might be one of the most cited financial barometers out there, but what does it take for a stock to make it into the index? We talk about the requirements, how inclusion benefits companies, and how the index may change a major trend in tech stocks.

Direct download: 20180207_IF_Tech_Feb9.mp3
Category:Podcast -- posted at: 3:30pm EST

2017 was a record setting delivery year for both planemakers. With upwards of 8-year backlogs investors are paying close attention to on-time delivery numbers and, by this metric, one of the two takes the win.

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Direct download: 20180208_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

These two biopharma heavyweights are taking it on the chin following a market-trouncing performance in 2017. Is one a better stock to buy than the other? 

Direct download: 20180207_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Recreational vehicles, or RVs, have enjoyed consistent, growing demand since the financial crisis. We look at the tailwinds fueling this growth before turning our attention to leading RV makers Winnebago and Thor Industries, two stocks that have outperformed the S&P 500 over one, five, and 10-year investing horizons.

Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.

Direct download: 20180206_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:53pm EST

Financials takes a look at the volatile declines in cryptocurrencies, as well as earnings from two interesting banks.

Direct download: 20180205_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Two big tech names reported this week -- should investors be worried about Facebook's friendlier new stance and Apple's iPhone unit sales declines?

Direct download: 20180202_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

We answer your questions on what the solar tariffs mean for solar, offer our thoughts on the North American railroad and agriculture industries, and discuss interesting stocks in those segments.

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Direct download: 20180201_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

On the heels of the President’s State of the Union address, we explain why the current state of U.S. healthcare has Amazon, Berkshire Hathaway, and JPMorgan thinking it's time for a change.

Direct download: 20180131_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

The buying spree at JAB Holding Company continues. After spending tens of billions of dollars scooping up coffee brands and restaurant chains, Dr. Pepper Snapple will become the latest addition to the empire after it merges with Keurig Green Mountain, a previous JAB acquisition. Here’s what investors need to know.

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Direct download: 20180130_IF_ConsumerGoodsUSE.mp3
Category:Podcast -- posted at: 3:30pm EST

Financials Edition host Michael Douglass and Fool.com contributor Matt Frankel take a close look at the largest U.S. universal banks – Bank of America, Citigroup, and JPMorgan Chase. Here’s what investors need to know about these three banks’ business models, and the right metrics to evaluate each one.

Direct download: IF_01_29_2018.mp3
Category:Podcast -- posted at: 3:30pm EST

China hasn't always seen eye-to-eye with Google and Facebook, could that be changing? We look at the government's history with big U.S. tech firms, talk about how recent regulations have impacted Chinese tech giants, and hit another lesser covered story that shows how hard it can be to operate in the country.

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Direct download: 20180126_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Seth Clevenger, managing editor of features at Transport Topics -- a print and digital industry newspaper covering trucking and freight transportation – is in the studio to talk about the impact of the new ELD mandate and the future of the trucking industry.

Direct download: 20180125_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Celgene consolidates CAR-T and Sanofi hooks-up in hemophilia. Plus: What’s up with Johnson & Johnson’s post-earnings slide?

Direct download: 20180124_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

As spending on content surged in 2017, so did subscriber growth across the globe. For Netflix to live up to sky-high expectations (and its rich valuation), management will be upping investments across the company again this year. We break down the latest results and offer a glimpse of what lies ahead for the No. 1 streaming service.

Direct download: 20180123_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Industry Focus: Financials dives into fourth quarter earnings from the largest U.S. banks, and what investors should pay attention to.

Direct download: 20180122_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

David Kretzmann hops on the show to chat about what he saw at the Consumer Electronics Show (CES). Specifically, we wade through two trends that have fallen out of favor, and some fun stuff he noticed in Las Vegas.

Direct download: 20180119_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Lyft and Aptiv teamed up to give 400 rides in a BMW at CES in Las Vegas, Motley Fool Analyst Taylor Muckerman got to experience it firsthand. In today’s show we discuss what it was like and what demonstrations like this show about the future of driving. We also touch on recent bad news for BP and GE.

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Direct download: 20180118_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Rumors are swirling that Celgene may pay billions to buy Juno Therapeutics lock-stock-and-barrel. Do these rumors make sense? Also, how one tiny company is disrupting the $57 billion market for primary and specialty doctor visits. Is this healthcare's future?

Direct download: 20180117_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Preliminary fourth quarter results from many traditional retailers have turned bullish after momentum from Black Friday held strong, and consumers flocked to stores in December. Find out who posted the best (and worst) results from the holiday season, and what to watch in the year ahead.

Slack: Where work happens. Find out why at slack.com.

Direct download: 20180116_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

With Amazon's holiday commentary in our hands, we talk about all the reasons the e-tailer is crushing it, and dig deeper to see what the release might have to say about other companies' Q4 results.

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Direct download: 20180112_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

2017 was a tale of two halves for these two U.S. auto giants, while Ford failed to impress the stock market GM delivered market-beating returns. We discuss GM and Ford’s future focus on self-driving technology, connected cars and big data.

Direct download: 20180111_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Three CEO interviews recorded at the J.P. Morgan Healthcare Conference, the most important annual industry conference.

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Direct download: 20180110_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:14pm EST

Once a high-flying stock and the face of craft brewing, Boston Beer has struggled in recent years with intense competition from the very industry it helped take mainstream. What lies ahead in 2018? The team also looks at recent news from Weight Watchers and GoPro.

Direct download: 20180109_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Industry Focus: Financials dives into two stocks that look attractive as we head into 2018.

Direct download: 20180108_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

The push for AI is decades old, so how come it's just now having its moment? We dive into artificial intelligence, machine learning, deep learning, and talk about a few companies that are poised to benefit from the mega-trend.

Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.

Direct download: 2017_01_05_IF_AH_FINAL.mp3
Category:Podcast -- posted at: 5:16pm EST

The energy industry is home to some great high-yielding stocks, we discuss five companies who have been consistently returning value to shareholders that may make good picks for an income portfolio.

Direct download: 20180104_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Were you lucky enough to own these three top stocks in your portfolio last year? 

Thanks to Audible for supporting our podcast.  Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.

Direct download: 20180103_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

The line between brick-and-mortar and online retail continues to blur as companies embrace experimentation with new strategies to win over consumers. We cover three of the biggest trends that investors will want to follow in the new year.

Direct download: 20180102_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST