Industry Focus

The tech-boom era survey company SurveyMonkey has finally IPO'd after 19 years as a private company. Can the older tech company cut it on the public markets? We run through the company's user base, explore its financials, and explain whether we're interested in buying shares.


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Direct download: 20181005_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

After several punishing years for the sector, offshore oil looks like it may be ready to bounce back. We give a primer on the sector and discuss the prospects and positioning of some of the industry’s largest players.


Stocks Discussed: RIG, ESV, DO, SDRL, NBL

Direct download: 20181004_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Geron shares tumbled after J&J jilted them and Omeros  shares fell sharply following a clinical-trial update. Should you avoid these stocks, or are they bargain bin stocks worth buying? GERN OMER INCY

Direct download: 20181003_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

After making its market debut in August, Sonos stock saw gains of as much as 40% before a mixed earnings report and news from Amazon sent shares tumbling. We break down the quarterly results before considering how new, competing devices might change the long-term outlook and earnings potential for Sonos.


Thanks Netsuite. Get the FREE guide, “Crushing the Five Barriers to Growth”, at

Direct download: 20181002_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Here's what investors need to know about the latest interest rate increase, predictions of a major recession, and more.

Intro: In this episode of Industry Focus: Financials, host Jason Moser and contributor Matt Frankel, CFP take a look at several news stories that all investors should pay attention to. You'll hear about:

  • The latest Federal Reserve rate hike and what it means for bank stocks.
  • Venmo has surpassed ATMs in terms of transaction volume.
  • How reliable are corporate projections from an investor's perspective?
  • Projections of how bad the next recession will be, what could cause it, and how to prepare.
  • Whether Visa Checkout and MasterPass are serious threats to PayPal or not.
  • Our latest stocks to watch.
Direct download: 20181001_IF_Financials.mp3
Category:Podcast -- posted at: 3:37pm EST

Tech: Sirius and Pandora Finally Get Together

After years of will-they/won't-they, the two media companies have finally decided to make a deal. What does the acquisition look like, and why is Sirius interesting in the struggling online radio company? We tackle that, and the recent departures of Instagram's co-founders from Facebook.


Direct download: IF_tech_09.28.2018.mp3
Category:Podcast -- posted at: 3:49pm EST

With the latest rounds of US-China tariffs this week, nearly 100% of US-China trade is set to be under tariff. We break down the substance of the new tariffs, the strategies behind them, and how they will affect businesses and industries across the stock market.



Direct download: 20180927_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

How Regenxbio is capitalizing on the emerging gene therapy trend and why Neurocrine Biosciences is on the cusp of making the jump to profitability. Also, how Amarin may revolutionize how doctors treat heart disease. Stocks: RGNX, NVS, NBIX, ABBV, AMRN.

Direct download: 20180926_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

In the past year, we’ve talked about the bleak outlook for action camera specialist GoPro, a proxy battle at Procter & Gamble, and the unique brick-and-mortar operation at Hudson Ltd. Today, we’re revisiting each of these companies to see what they’ve been up to and what lies ahead for investors. Stocks: HUD, PG, GPRO

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Direct download: 20180925_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Banking has evolved rapidly over the past decade or so, and this could just be the tip of the iceberg. Companies like (NASDAQ: AMZN) and Square (NYSE: SQ) could threaten the big banks’ dominance in some key areas, and in this episode of Industry Focus: Financials, host Jason Moser and contributor Matt Frankel discuss some of the key trends, news stories, and future catalysts in the financials sector that investors should pay close attention to.

Direct download: 20180924_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST