Industry Focus

Is betting against stocks or the entire market ever a smart idea?

Direct download: 20180813_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Streaming company Roku's pivot to a platform company is in full swing and the company's results are looking good. But we can't say the same for Snap after the company reported lackluster user figures.

Direct download: 20180810_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Listen in as we discuss five midstreamers and the broad trends across energy as we continue our earnings series.

Direct download: 20180809_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s why activist billionaire investor Carl Icahn is telling Cigna shareholders to vote against its purchase of Express Scripts. Also, what Regeneron Pharmaceuticals and bluebird bio's new deal means for investors.

Direct download: 20180808_IF_Healthcare_Use.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s no secret that Amazon has made life difficult for many consumer and retail companies, but not every business has buckled under its competitive pressure. One such survivor is Wayfair, an online home goods retailer that has more than doubled its revenue in the past two years to almost $6 billion. Join us as we discuss the secret sauce for this e-commerce underdog. Stocks: W, AMZN

 

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Direct download: 20180807_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:31pm EDT

The conglomerate had an excellent second quarter, but its cash problem continues.

Direct download: 20180806_IF_Financials.mp3
Category:Podcast -- posted at: 3:46pm EDT

Apple finally hits the market cap milestone. We talk about the Mac maker's earnings results and the quarterly update from wearables foe Fitbit.

Direct download: IF_tech_08032018.mp3
Category:Podcast -- posted at: 3:30pm EDT

Listen in to hear us discuss Exxon, BP, Shell, and Chevron's earnings -- and our favorite stock among the four!

Direct download: 20180802_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

The budding marijuana market is already worth billions of dollars, and it’s expected to grow even more as marijuana momentum accelerates. Here’s what you should know about marijuana’s opportunity and its risks.

Direct download: 20180801_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

From the $71 billion deal between Walt Disney and 21st Century Fox to The New York Times’ envious subscriber growth, we check in on some of the leading names in the media industry. Stocks: DIS, FOX, CMCSA, NYT

Direct download: 20180731_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT