Industry Focus

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

It's been a busy few months for PayPal. The company just spent $2.2B on "the Square of Europe" and competitors are starting to mount an attack against the company's One Touch approach. How should investors be feeling about it all? Stocks: PYPL, SQ, MA.

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Direct download: 20180525_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

The FAA received 149 proposals for its Unmanned Aircraft Systems Integration Pilot Program and selected 10 from different cities across the U.S. The winning cities, partnered with big-name businesses, will work with the FAA to develop testing zones and develop regulations.

Direct download: 20180524_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s not just drugmakers disrupting this massive market, medical device makers are pocketing billions of dollars, too. Here’s what you should know about Medtronic, Abbott Labs, Dexcom, Insulet, and Tandem Diabetes. (NYSE: MDT)(NYSE: ABT)(NASDAQ: DXCM) NASDAQ: PODD)(NASDAQ: TNDM).

Direct download: 20180523_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:38pm EDT

We officially welcome esports to the “major leagues” as the biggest game developers promote, expand, and monetize the multi-player competitions for some of their best-selling titles. From viewership ratings to multi-million dollar deals and professional gamers on contracts, we cover the latest milestones for this fast-growing industry. Stocks: ATVI, EA, TTWO, NVDA, AMD

Direct download: 20180522_IF_CG_Recut.mp3
Category:Podcast -- posted at: 4:35pm EDT

Cash is being used less and less, and these three companies could be big winners.

Direct download: 20180521_IF_Financials.mp3
Category:Podcast -- posted at: 4:26pm EDT