Industry Focus

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.


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

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 EDT

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 EDT

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 EDT

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 EDT

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 EDT

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 EDT

Marijuana mania caused a significant pop and drop in Tilray shares this week, including a nearly doubling at one point on Thursday.  Are we witnessing one of the biggest investing opportunities of our generation, or is this marijuana mayhem?

Direct download: 20180921_IF_Healthcare_BonusEp.mp3
Category:Podcast -- posted at: 8:00am EDT

Apple and Amazon have some hot devices about to hit shelves -- some we expected... some we didn't. We walk through what the new iPhones and Apple Watches mean for Apple and what the new Echo devices and Alexa functionality means for Amazon, and how they work the overall strategy for each company.


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Direct download: 20180921_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We continue down the oil supply chain to discuss oilfield servicers. We break down the current state of the industry, assessing whether it is set to bounce back after a few troubled years for the industry, and discuss two of the largest companies in the space.


Stocks: HAL, SLB

Direct download: 20180920_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT