Industry Focus

On this episode we dig into Apple’s record-setting quarter, explain why the market shouldn’t have been surprised, and figure out what segments fueled the company’s great top and bottom line growth.

Direct download: 151030_Tech.mp3
Category:Podcast -- posted at: 3:59pm EDT

Oil sands are becoming more common in the energy sector, and with the amount of work it takes to clean these sands, it's no wonder the cost is so high. Shell not only dropped out of the Arctic after building up all the hype, but now they're letting go of oil sands projects, citing the company's business structure as the problem.

All the while, a "cash crunch" is enveloping the Fab Four in the oil and gas sector, but although these numbers are huge to a layperson, their cash reserves seem to be singing a different tune.

Direct download: 151029_IF_Energy.mp3
Category:Podcast -- posted at: 1:54pm EDT

This week we're discussing Walgreens acquiring Rite Aid. Did this retail pharmacy giant play its cards right? Does an overlapping footprint mean the two retail pharmacies will step on each other’s toes? Tune in to find some answers.

Direct download: 151028_IF_Healthcare.mp3
Category:Podcast -- posted at: 7:35pm EDT

As the king of retail recognizes its growing reliance on online sales, the company plans to experiment with drones to beat Amazon at its own game.

On this episode we also learn how Cheesecake Factory serves up continued success, we preview Buffalo Wild Wings' earnings release and discover a retailer who says "no" to the Black Friday shopping craze.

Direct download: 151027_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 8:56pm EDT

"Competitive Advantage" is the book where economy guru Michael Porter outlines the way to review, research, and plan when assessing an industry for a potential investment.

With big names investors such as Warren Buffett using competitive advantage as a guideline prior to investing, it's quite obvious that success is found when these tools are used.

Direct download: 151026_IF_Financials.mp3
Category:Podcast -- posted at: 6:15am EDT

Google and Amazon both had impressive earnings releases this week and the market sent both stocks up 10% after hours. On this episode of Industry Focus we walk through the numbers and see what segments drove growth for each company.

Direct download: 151023_Tech.mp3
Category:Podcast -- posted at: 4:39pm EDT

Glencore is known as a giant in the commodities sector, but their recent bout of bond needs has left investors fearing the worst outcome for the company.

Meanwhile, Petrobras is trying to save face as Brazilian currency takes a dive, and Tyler has a favorite stock, Enterprise Products Partners; but there's a fun fact behind this company that might have you jumping on the investment train as well.

Direct download: 151022_IF_Energy.mp3
Category:Podcast -- posted at: 10:06am EDT

Our guest Michael O’Neil, CEO of GetWellNetwork, shares how his company is boosting outcomes and improving experience through patient engagement.

Direct download: 151021_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:23pm EDT

From a division spin-off to a major celebrity partnership, investors are buying up shares of these consumer goods companies with the hope that they have found the solution to years of underperformance.

Direct download: 151020_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 5:57pm EDT

On today's episode we take a look at the performance of a few "too big to fail" banks in the most recent quarter.

Direct download: 151019_IF_Financials.mp3
Category:Podcast -- posted at: 6:21pm EDT

Dell’s $67 billion purchase of EMC stands to be the largest acquisition in tech history, but will we look back in a few years and say it was money well spent?

Direct download: 151016_Tech.mp3
Category:Podcast -- posted at: 7:29am EDT

Job cuts have begun for some oil companies as they attempt to bring margins to a normalized number. And as stock prices drop for oil, renewable energies seem to have little to no relation with these numbers.

On this episode, our analysts will tell you what they'll be looking for over the next month as earnings are announced for the energy sector.

Direct download: 151015_IF_Energy.mp3
Category:Podcast -- posted at: 11:09am EDT

Both democratic front-runners have outlined healthcare reform that could impact healthcare stocks, so let's learn more about their plans and the companies that could be affected.

Direct download: 151014_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:18pm EDT

Following a publicized and contentious month-long courtship, the No. 1 and No. 2 brewers are combining to create a massive entity controlling 30% of the global beer market.

Anheuser-Busch InBev and SABMiller expect to realize billions of dollars in synergies and a worldwide reach, but the combined entity still needs to clear regulatory hurdles and manage a ballooning debt balance before the union is official.

Direct download: 151013_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 5:33pm EDT

Welcome to not your typical financials podcast!

Direct download: 151012_IF_Financials.mp3
Category:Podcast -- posted at: 5:16pm EDT

Earlier this week, Pandora announced it had acquired Ticketfly, an online ticketing company, for $450 million. Does the move make sense, and what should investors think of the company moving forward?

Direct download: 151009_Tech.mp3
Category:Podcast -- posted at: 4:26pm EDT

After several straight days of big oil price gains, are energy stocks headed back on the right track. Plus, a Challenge to Warren Buffett's energy empire and the state of energy M&A.

Direct download: 151008_IF_Energy.mp3
Category:Podcast -- posted at: 9:50pm EDT

Biotech stocks may have fallen sharply in the past few months, but that doesn't mean that everyone of them should be avoided. In this episode, we uncork some of our best ideas for investors to buy.

Direct download: 151007_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:16pm EDT

We cover all-day breakfast, massive M&A deals, and standout earnings on this episode of Industry Focus.

Direct download: 151006_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 4:21pm EDT

On today's episode we're exploring the companies behind the acronym.

Direct download: 151005_IF_Financials.mp3
Category:general -- posted at: 8:08am EDT

On this episode we break down Apple’s controversial decision to allow content blocking in iOS9 – who does it hurt most, why users should love it and how you can get enable it on your device?

Direct download: 151002_Tech.mp3
Category:Podcast -- posted at: 4:51pm EDT

From Glencore's debt scares to Shell's Arctic drilling debacle, the energy guys at Industry Focus take a look at some of the big moves from energy and commodities companies this past week.

Direct download: 151001_IF_Energy.mp3
Category:Podcast -- posted at: 6:34pm EDT