Industry Focus

Here’s what we think could happen next year, and how it could affect investors. None of us has a crystal ball that allows us to predict what the economy and stock market will do, but it’s still fun to make predictions. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP and host Jason Moser discuss some of their boldest predictions for 2019 and what they could mean for investors. From the Fed’s interest rate moves to tech giants potentially acquiring some of our fintech favorites, there’s a lot that could happen, and we’ve got you covered.

Direct download: 20181228_IF_Financials.mp3
Category:general -- posted at: 3:30pm EDT

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang talks about stocks to watch in 2019, makes a few reckless predictions, and closes out the conversation with their resolutions for the upcoming year.

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Direct download: 20181214_HolidayEpisode_3.mp3
Category:Podcast -- posted at: 12:00pm EDT

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down some cautionary tales from 2018, some stories investors might have missed, and the best turnarounds from the past year.

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Direct download: 20181214_HolidayEpisode_2.mp3
Category:Podcast -- posted at: 12:00pm EDT

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down what defined 2018 in each sector, the best debuts of 2018, and the leaders that shined in the past year.

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Direct download: 20181214_HolidayEpisode_1.mp3
Category:Podcast -- posted at: 12:00pm EDT

2018 hasn't exactly been a banner year for the stock market, but it's been particularly rough for video game publishers like Electronic Arts and Activision Blizzard -- both stocks are down 25% year-to-date. On this episode we explain why these stocks have fallen so much and why 2019 could be kinder to them.

Stocks: EA, ATVI, TTWO

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Direct download: 20181221_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Motley Fool analysts Jason Hall and Nick Sciple break down the recent news in the oil market coming out of OPEC and break down the important industries and trends affecting solar energy today.

Stocks Mentioned:TSLA, FSLR, HQCL, JKS, CSIQ, SPWR, SEDG, ENPH, NEP, BEP, PEGI, TERP

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

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Direct download: 20181220_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

China’s biotech industry is booming. Driven by vast government funding and Western partnerships, the country is introducing new commercial drugs at a faster pace than ever before. But could controversial topics such as human genetic engineering derail its accelerated growth? Shannon Jones and special guest Simon Erickson put this fast-growing field under the microscope, and they share their thoughts about Celgene (Nasdaq: CELG), BeiGene (Nasdaq: BGNE), and Legend Biotech.

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Direct download: 20181214_IF_Healthcare_PRE_1219.mp3
Category:Podcast -- posted at: 3:30pm EDT

While a new slate of Roomba offerings drives accelerating top and bottom line growth for the company, rising tariffs on iRobot’s China-made vacuums have investors worried about near-term profitability and sales. We break down the latest results and outlook for the world’s leading consumer robot company. Stock: IRBT

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Direct download: 20181218_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Is a 3% yield on savings too good to be true, and what can people do if their retirement savings aren’t quite on track? In this episode of Industry Focus: Financials, Rubicoin’s head analyst Rory Carron sits down with host Jason Moser to talk about the present and future of fintech. Plus, Moser and Fool.com contributor Matt Frankel, CFP discuss Robinhood’s recently-announced bank accounts and Frankel dives into some disturbing results from a poll on retirement readiness. And finally, hear which three stocks Moser and Frankel have their eyes on right now.

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Direct download: 20181217_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're looking at wish lists to see what companies might be in the headlines this holiday season and how those products fit into the big picture strategy for each business.

- How does the Nintendo Switch play into the video game giant's empire?
- Does Red Dead Redemption mean Take Two is back on track?
- And seriously, what is Amazon trying to do with all these Alexa devices?

Stocks: NTDOY, AMZN, TTWO

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Direct download: 20181214_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In a follow up to our previous trucking episode, we break down how logistics infrastructures are doing so far this holiday season and discuss how retailers are responding to increased logistical demands in a tight market. In addition, we discuss how key changes in tariffs and at the USPS will impact logistics.

Stocks Mentioned:WMT, TGT, AMZN, UPS, FDX, ADBE

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Direct download: 20181213_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

New drugs, trial failures, M&A, and a little bit of everything else that happened in healthcare in 2018!

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Direct download: 20181212_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

A few months since closing its merger, Keurig Dr. Pepper reported its first quarter of results for the combined entity. The union of Keurig Green Mountain and Dr. Pepper Snapple created a company with $11 billion of annual revenue and a portfolio of 125 brands. How are things shaping up for the No. 3 beverage company? Tune in to find out. Stock: KDP

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Thanks to Slack for supporting The Motley Fool. Slack: where work happens. Go to slack.com to learn more.

Direct download: 20181211_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

When will the stock market volatility end, and what do investors need to know about it? In the latest edition of the Industry Focus: Financials “Between Two Fools” interview series, Wofford Finance Professor Philip Swicegood discusses his unique approach to teaching college students about investing. And, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent stock market volatility, what it means for long-term investors, and what stocks in particular they have their eyes on right now. You’ll hear all this and more in this week’s episode.

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Direct download: 20181210_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Investors are finally getting a glimpse of a potential Lyft IPO in 2019. Unfortunately the company submitted a "confidential filing" meaning we still have to wait for details. We run through what we know about Lyft and its biggest competitor, Uber. We also hit the most recent market data for wearables and VR/AR.

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Direct download: 20181207_IF_Tech.mp3
Category:Podcast -- posted at: 3:47pm EDT

With electric scooters and bikes beginning to line the streets of major cities across the country, micromobility has emerged as the newest trend in transportation. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the trend, the major competitors, and the opportunities and risks present in the space today.

Stocks Mentioned:GM, F, XIACY

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Direct download: 20181206_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

This year's American Society of Hematology (ASH) is a wrap. Here are 3 biotech stocks that delivered market-moving news at the high-profile conference. Stocks: $CELG $REGN $GBT

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Direct download: 20181205_IF_Healthcare_reUp.mp3
Category:Podcast -- posted at: 3:30pm EDT

Third quarter numbers for the cable industry seem to paint a worsening picture for traditional pay-TV, but does a service still present in over 80 million homes across the country qualify as “dying”? We look at the latest results for players across the industry to identify the trends and companies you should be watching (no pun intended).

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Direct download: 20181204_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Hotel giant Marriott (NYSE: MAR) just announced a massive data breach, and consumers can take some steps to ensure their personal information remains safe. Plus, two celebrities are in hot water with the SEC after helping to promote some initial coin offerings, or ICOs, without disclosing they were being paid. And finally, a new study found that the majority of young Americans have tapped into their retirement savings early – and often for the wrong reason. Host Jason Moser and Fool.com contributor Matt Frankel, CFP talk about all of this and more on this week’s episode of Industry Focus: Financials.

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Direct download: 20181203_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Recently Microsoft has been challenging the Mac maker for the crown of the largest publicly traded company. We talk about how the companies got to where they are, which one looks like a safer bet over the next few years, and hit some expansion news from Spotify too!

Stocks: MSFT, AAPL, SPOT

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Slack: Where work happens. Go to slack.com to learn more.

Direct download: 20181130_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With more focus than ever being placed on sustainability, many people are considering whether solar panels are a good choice for their home. We discuss how homeowners can take advantage of federal tax credits for residential solar, the process of getting solar installed on your home, and tips and tricks for how to get the best deal on your solar installation. In addition, we break down how to figure out whether residential solar is right for your home. For more information on residential solar, check out Brian's article here.

Stocks Mentioned: TSLA, NGG

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Direct download: Sequence_12.mp3
Category:Podcast -- posted at: 3:30pm EDT

The stock market's November swoon could make it time to buy these top healthcare stocks. Here's how Insulet's disrupting diabetes treatment,  Wellcare Health's benefiting from aging America,  HCP's capitalizing on demand for life sciences real estate, and Celgene's side-stepping risk to its best selling drug.  Stocks: PODD, WCG, HCP, CELG

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Direct download: 20181128_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After two years of sitting in IPO limbo, the premium cooler and drinkware company finally made its market debut in late October. Yeti has fought to restore its momentum after a rough 2017, but will the company’s industry-leading brand be enough to power its expansion into new markets at home and abroad? Stock: YETI

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Direct download: 20181127_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We spend a lot of time covering the big banks, so here's a closer look at four small-cap bank stocks that probably aren't on your radar -- yet. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss Amazon Pay and what it could mean to some of our War on Cash favorites. Plus, the team answers listener emails on REITs, bank interest margins, dividends and buybacks, and more. It's all on this week's episode of Industry Focus: Financials.

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Direct download: 20181126_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Fool HQ got a treat recently. Kyle Pounders, friend of the pod and owner of the food truck Excaliburger, came by to serve up burgers to the office. While he was in town, we got him into the studio to catch up on what he's been up to. Since we first met him at SXSW, Kyle has been traveling the country with his truck, but recently he's gone from touring to targeted trips to areas hit by natural disasters and he's tweaking his business model to try and be able to give more. His story seemed like the perfect one to share at a time when we're all trying to be mindful, thankful, and charitable.

If you missed our first episode on Kyle, you can check it out here:

https://www.fool.com/podcasts/industry-focus/2018-03-31-bonus-the-sword-in-the-bun/

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Direct download: 20181120_IF_FreeBurgProject.mp3
Category:Podcast -- posted at: 12:00pm EDT

Shopping for a new ride? No one wants to deal with the sleazy used car salesman. Carvana knows that, and the company is looking to change how consumers go car shopping with a refined online experience. We dig into this fast-growing e-commerce stock that has already tripled since its 2017 IPO. Stock: CVNA

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Direct download: 20181120_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Do you invest in real estate? In this episode of Industry Focus: Financials, host Jason Moser sits down with the Fool’s own Matt Argersinger to talk about why this asset class can be a smart addition to investors’ portfolios. Plus, Fool.com contributor Matt Frankel, CFP sheds some light on the flurry of bank stock buying we’re seeing from Warren Buffett-led Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B). Finally, it’s been a rocky month or so for our “War on Cash” basket of stocks, but that doesn’t mean there’s anything wrong with these companies business-wise.

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Direct download: 20181119_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Pen and paper is the way of the past. Docusign is trying to bring contracts into the 21st century with digital signatures and document management. Early indications are that the company is onto something, but should the stock be on your watchlist?

Stocks: DOCU, UPWK

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

Direct download: 20181116_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

On today's episode, we discuss midstream pipeline companies and the opportunities they present for investors. In addition, we discuss how the fires blazing through California are affecting the state's largest utility

Stocks Mentioned: PCG, CEQP, CHK, RDS-A, RDS-B, SHLX, WMB, BIP, ENB, PAA, MMP

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Direct download: 20181115_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here's how telehealth companies like Teladoc are disrupting patient diagnosis and treatment; why insurers are all-in on telemedicine; and what could be next for this fast-growing industry. Stocks: TDOC, RDNT, CI, ANTM

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Direct download: 20181114_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

As volatility and uncertainty roil the markets, many investors are ready to hit the sell button. But before you make an expensive mistake, consider the stability offered by gold standard names in the consumer staples sector. These businesses can cushion and diversify your portfolio in even the worst bear markets. Stocks: XLP, PG, MCD, TJX, WMT

Thanks to LinkedIn for supporting The Motley Fool. Go to www.linkedin.com/fool and get $50 off your first job post.

Direct download: 20181112_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Are cryptocurrencies still compelling long-term investments? In this episode of Industry Focus: Financials, host Jason Moser interviews The Motley Fool’s cryptocurrency expert Aaron Bush to find out the answer. Plus, Moser and Fool.com contributor Matt Frankel, CFP discuss earnings from fintech favorite Square (NYSE: SQ), The Motley Fool’s new personal finance brand The Ascent, as well as two stocks that are on their radar this week.

Direct download: 20181112_IF_Finacnials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The market has not been kind to Chinese tech stocks Alibaba, Baidu, Tencent, and iQiyi in 2018. With trade war threats and local regulations eating into investor optimism, could this be a good time to scoop up shares of these beaten up companies?

Stocks: IQ, TCEHY, BABA, BIDU

Direct download: IF_Tech_11092018.mp3
Category:Podcast -- posted at: 3:30pm EDT

With Motley Fool's annual Foolapalooza gathering this week, we go to the Industry Focus Vault to bring back this episode. Michael Douglass and Fool.com Contributor Lou Whiteman discuss investment opportunities in the commercial space and defense industrie

Direct download: IF_Energy_11082018.mp3
Category:general -- posted at: 3:30pm EDT

Why Alkermes once-promising depression drug failed to impress the FDA's advisory committee. Plus, how a $1.2 billion acquisition of Pacific Biosciences could move the needle at Illumina. Stocks: ALKS, ILMN, PACB

Direct download: IF_Healthcare_11072018_1.mp3
Category:general -- posted at: 3:30pm EDT

Earnings season is here, and we’re digging into three reports from the past week. First, we look at the bullish market response to results from Under Armour and Starbucks as their businesses pick up momentum heading into the holiday season. Then, we turn our attention to El Pollo Loco, the California-based fast casual restaurant chain, and its own recovery effort.

 

Thanks to Molekule for supporting the show. Get $75 off your first order at http://www.molekule.com code “fool”.

Direct download: IF_CG_11062018.mp3
Category:Podcast -- posted at: 3:30pm EDT

It was yet another big week for earnings, and the IRS announced a big change for retirement savers.

Intro: We’re now a few weeks into earnings season, and some of our favorite financials stocks just reported their latest results. Plus, wages are growing faster than they have in years and Americans can look forward to saving a little more for retirement in 2019. In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss all of this news and more.

Direct download: IF_11_05_2018_Final.mp3
Category:general -- posted at: 3:30pm EDT

Earnings season never disappoints. Apple posted seemingly strong results, but the market was disappointed in changes to its reporting and guidance. Ditto for Spotify, who made some changes to its expected subscriber counts for 2018 and sold off after its report. But Fitbit made a statement with the success of its smartwatch segment and shares are up over 30%.

Should Apple and Spotify investors be worried? And Does Fitbit belong on your watch list?

Stocks: AAPL, SPOT, FIT

Direct download: 20181102_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the recent market volatility, many stocks have fallen near 52-week lows. We discuss several of these stocks to determine whether they are a “Trick” or a “Treat” for your portfolio, and break down whether the market’s recent swoon should have you spooked.

Direct download: 20181101_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

October's stock market correction was frightful, and some stocks have been particularly ghoulish performers this year, but fear not dear listeners, because we've got some advice that can help you keep your head in terrifying times.

Direct download: 20181031_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Shares of GrubHub are down 40% even as the company recorded impressive top line growth of 52% in the third quarter. We take a big picture look at the recent market volatility before digging into the opposing forces at play for the leading restaurant delivery platform.

Thanks to Netsuite for supporting the show. Get the FREE guide -- “Crushing the Five Barriers to Growth” -- at NetSuite.com/FOOL.

Direct download: 20181030_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

It was a big week in the financial industry, as the massive Money 20/20 conference in Las Vegas produced some big announcements. Goldman Sachs’ (NYSE: GS) Marcus division announced that it plans to offer investment management solutions for everyday Americans, Amazon (NASDAQ: AMZN) and American Express (NYSE: AXP) announced a major partnership, and more. In this episode ofIndustry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss the week’s news, some recent earnings, and what stocks are on their radar right now.

Direct download: 20181029_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The largest freelance marketplace in the world went public earlier this month and Wall Street seemed eager to get its hands on shares of the company. Should investors also want in? In this episode, we break down:

- How Upwork makes money
- Why the gig economy is a huge driver for the stock
- Whether or not we're interested in buying shares

Stocks: UPWK, TWLO

Direct download: 20181025_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

The advent of horizontal fracturing has made the Bakken Shale play in North Dakota one of the most productive oilfields in the world. We break down how the Bakken got to where it is today, investment opportunities available in the Bakken, and the future of the play in the larger context of US fracking.

 

Stocks Mentioned: ETP, KMI, OKE, CLR, HES, MRO, EOG, COP

Direct download: 20181025_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Could cancer diagnostics really be the next biggest thing in healthcare? Special guest Simon Erickson dives into this burgeoning field and shares the top stocks every investor should keep an eye on. Tickers: ILMN, RHHBY, GH

Direct download: 20181023_IF_Healthcare.mp3
Category:Podcast -- posted at: 11:05am EDT

After more than a decade of declining revenue and mounting losses, Sears Holdings filed for bankruptcy protection in October. While Chairman and major shareholder Edward Lampert hopes to salvage 400 of the company’s best stores, the fate of this nearly 130-year-old American brand is anything but certain. We look at what lies ahead for Sears and how major competitors might benefit from its absence.

Direct download: 20181023_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're now well into earnings season, and while we heard from the big banks earlier on, there have been several other interesting earnings reports over the past week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel give listeners a rundown of earnings from PayPal (NASDAQ: PYPL), American Express (NYSE: AXP), Travelers (NYSE: TRV), Ameris Bancorp (NASDAQ: ABCB), and Synchrony Financial (NYSE: SYF). Plus, there's a new FICO scoring model coming soon, and several other key bank earnings in the week ahead.

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

We've missed some major market news while we've covered some new tech issuances. Today we catch up, talking about:
- Snap CEO Evan Spiegel is pushing the company to be profitable in the face of concerns over its cash burn.
- Institutional investors waging a war against Facebook's founder and CEO Mark Zuckerberg.
- Google's extended dance with the European Commission over Android.

Stocks: SNAP, FB, GOOG, GOOGL

Thanks Netsuite for supporting the show. Get their FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/Fool.

Direct download: 20181019_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Although the industry is rarely discussed, there’s a 99% chance that almost everything you own spent at least some time on a truck. We discuss how a looming shortage of truck drivers will impact businesses from the energy sector to retail already absorbing the aftermath of tariffs.


Stocks Discussed: TGT, WMT, UPS, AMZN

Direct download: 20181018_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Promo: UnitedHealth Group and Johnson & Johnson kicked off earnings season by beating industry-watchers' estimates. Can their winning ways continue? Also, how Genfit hopes to outmaneuver bigger competitors in what could be a $35 billion market. Symbols: UNH, JNJ, GNFT, GNFTF, GILD, ICPT

Direct download: IF_healthcare_10.17.2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

After an eight-year streak of declining sales and underperformance, Nintendo wowed gamers and investors last year with the release of its Switch console. Since then, the company has grown its top and bottom lines at a triple-digit rate. We break down this Switch-fueled growth before taking a look at other long-term opportunities management envisions for Nintendo’s library of beloved characters and titles.

Direct download: 20181016_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The big U.S. banks kicked off third-quarter earnings season, and the results are pretty strong. Plus, Wells Fargo (NYSE: WFC) reported some much-needed good news.

Elsewhere in the financials sector, it looks like zero-down subprime mortgages could be making a comeback, Paypal is taking a big step towards monetizing its popular Venmo app, and Square’s CFO departure is putting tremendous pressure on the stock. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss all of these news items and more.

Direct download: 20181015_IF_Financials_use.mp3
Category:Podcast -- posted at: 3:30pm EDT

One of the biggest tech IPOs is on hold... for now. But investors shouldn't have to wait too long to see shares of Tencent hit the market, so on this episode, we break down China's streaming music giant: how it makes money, how it is similar (and different) than Spotify, and why we think the stock could be a winner.

Stocks: TCEHY, SPOT

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Direct download: 20181012_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With Tesla dominating news coverage in the EV industry, other players in the EV space have been starved of attention. We discuss the EV prospects of non-Tesla automakers to highlight the opportunities that these businesses present for investors.  

 

Stocks Discussed: GM, TTM, DDAIF, AUDVF, NIO, GOOG, GOOGL, TSLA

Direct download: 20181011_IF_Energy_Use.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our Motley Fool's discuss all things marijuana! Find out what excites them most, what keeps them up at night, and what stocks are their favorites. 

Direct download: 20181009_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

As one of the best-performing stocks in the S&P 500 so far this year, Target has shown investors how a patient, holistic approach to a turnaround can deliver impressive results. We discuss some of the major investments the company has made in e-commerce, private labels, and more.

Direct download: 20181009_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

There’s been a lot of news this week that could potentially affect your financial-sector investments, as well as your future investment opportunities. Interest rates are on the rise, the Federal Reserve could be considering further easing of bank regulations, and two popular fintech giants are making big moves. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the week’s headlines and what investors need to know.

Direct download: 20181008_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

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.

Stocks: SVMK, GOOG, GOOGL, DBX

Slack: Where work happens. Go to slack.com to learn more.

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

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 EDT

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 EDT

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 NetSuite.com/FOOL.

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 Fool.com 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.

Stocks: P, SIRI, AAPL, SPOT, FB

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.

                       

Stocks: WMT, TGT, GM, F, BMWYY, NUE, MKC, WHR, AAPL,

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

Go to Harrys.com/fool to redeem your offer and let them know I sent you to help support the show!

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 Amazon.com (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 Fool.com 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.

Stocks: AMZN, AAPL, SONO

Sponsored link: http://www.molekule.com code fool.

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

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Direct download: 2080919_IF_Healthcare_today.mp3
Category:Podcast -- posted at: 3:30pm EDT

We look at the highest grossing films and studios of 2018 before turning our attention to upstart ticketing service, MoviePass. While this first mover is struggling, the whole industry is quickly following in its footsteps. Stocks: DIS, HMNY, AMC, CNK

 

Thanks to Molekule for supporting our show. Get $75 off your first order at http://www.molekule.com, code “fool”.

Direct download: 20180918_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Hurricane Florence tore through the Carolinas this weekend, leaving billions of dollars of damage in its wake. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss how listeners can prepare, from both a personal finance and investment perspective.

Direct download: 20171120_IF_Financials_2.mp3
Category:Podcast -- posted at: 3:30pm EDT

There's a big change a-coming. Tech stalwarts like Netflix, Facebook, and Alphabet are being recategorized by S&P and MSCI's Global Industry Classification Standard (GICS). We talk about why this is particularly important for the fund and ETF world, and what individual investors need to know.

Stocks: FB, DIS, NFLX, GOOG, GOOGL, VZ, T

Direct download: 20180913_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

With the explosion of fracking across the United States, demand for fracking-related services is skyrocketing. We discuss the fracking sand industry, its role in the fracking process, and break down some of the biggest companies in the space.

 

Tickers Discussed: HCLP, SLCA

Direct download: 20180913_IF_Energty.mp3
Category:Podcast -- posted at: 3:30pm EDT

In her swan song episode, Kristine shares lessons she's learned about investing while hosting the healthcare show. VEEV ISRG ILMN TDOC  

Direct download: 20180912_IF_Healthcare.mp3
Category:general -- posted at: 3:30pm EDT

With events and artists from all over the world, Live Nation has established a firm grip on the live events industry by bringing talent management, venue operations, and a ticketing platform all under the same roof. We take a look at the company’s sprawling empire, including the regulatory attention it has attracted. Stocks: LYV, MSG

Direct download: 20180911_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The leaders of large-cap financials have been a data company, a subprime lender, and a unique banking institution.

Intro: The financials sector hasn’t been a great performer so far in 2018, underperforming the S&P 500 by more than six percentage points. However, there are some stocks in the sector that have done extraordinarily well. Here’s why Morningstar (NASDAQ: MORN), Credit Acceptance Corp. (NASDAQ: CACC), and SVB Financial Group (NASDAQ: SIVB) have all risen by more than 35% so far this year.

Direct download: 20171120_IF_Financials_1.mp3
Category:Podcast -- posted at: 3:30pm EDT

We tackle one of the more technical tech spaces -- semiconductors -- and do a runthrough of what the industry looks like, how trends like AI, driverless cars, and gaming are boosting demand, and who the major players are.

Stocks: NVDA, INTC, AMD

Direct download: 20180907_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Real estate is, to put it mildly, a BIG part of the US economy. In this episode, we cover some of the major ways to invest in companies providing services to homeowners -- from homebuilding to maintenance. Major tickers: NVR, LGIH, MTH, HD, LOW, TTS, LL, TREX

Direct download: 20180906_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new cash lifeline from United Therapeutics buys the diabetes drugmaker more time to increase sales of its inhaled insulin. Also, make-or-break news is fast approaching for cardiovascular drugmaker, Amarin. MNKD, UTHR, AMRN

Direct download: 20180905_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

On Aug. 31, Coca-Cola announced that it would acquire Costa, a coffee business with thousands of retail storefronts and vending machines stretching from the U.K. to China. Combined with Coke’s industry-leading scale and distribution, the $5.1 billion buyout will help the company tap into the growing coffee industry. Stocks: KO

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get $50 off your first job post.

Direct download: 20180904_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s a look at the three leading person-to-person payment apps and where they could be heading in the future.Person-to-person (P2P) payments have surged in popularity in recent years, and three leaders have emerged – PayPal’s (NASDAQ: PYPL) Venmo, Zelle, and Square’s (NYSE: SQ) cash app. In this episode of Industry Focus: Financials, host Shannon Jones and Fool.com contributor Matt Frankel discuss the three industry leaders and how their surge in popularity could translate into big profits in the future.

Direct download: 20180831_IF_Financials_MONDAYSEP3.mp3
Category:Podcast -- posted at: 3:30pm EDT

AWS is so last year. Today, we talk about how ads are going to push Amazon even further into profitability, and how that could spell trouble for Alphabet's Google and Facebook.

Stocks: AMZN, FB, GOOG, GOOGL, ROKU.

For $75 off your first order, visit M-O-L-E-K-U-L-E-dot-com and enter the promo code fool.
That’s M-O-L-E-K-U-L-E-dot-com and promo code fool.

Direct download: 20180831_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Tesla has been on a wild ride for the past month after CEO Elon Musk discussed potentially taking the company private -- and then ultimately opted not to. We tell the story and dive into the details to help you better understand where the company stands today. (Primary ticker discussed: TSLA)

Direct download: 20180830_IF_Energy.mp3
Category:Podcast -- posted at: 4:16pm EDT

Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?

Direct download: 20180829_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After 12 years and over $10 billion of ticket sales through its platform, Eventbrite is preparing for its public market debut. By targeting “middle market” events, the company has put up fantastic growth with the latest figure for 2018 coming in at over 60% on the top line. We break down this live event business model and bull/bear prospects for the company. Stocks: EB

Direct download: 20180828_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We're revisiting common money myths involving topics ranging from investing in stocks to using credit cards.

Direct download: 20180827_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

American big tech stocks have had a pretty good 2018, why have China's big names struggled? We bring on The Motley Fool's investing intern Troy Springer to talk about Alibaba, Baidu, and Tencent's woes, and why now might be a good time to scoop up the stocks.
Stocks: BABA, BIDU, TCHEY


Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off a suitcase!

Direct download: 20180824_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus welcomes auto specialist John Rosevear back to the show to talk about his most recent interview with Ford CFO Bob Shanks, the sustainability of Ford's dividend after its most recent earnings disappointment, and a roundup of other auto news. Stocks discussed: F, TSLA, GM

Direct download: 20180823_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Large-cap healthcare stocks tend to grab all of the headlines, but there are scores of great small-cap companies out there that hold big upside potential. On this week's edition of Industry Focus: Healthcare, host Kristine Harjes talks with Fool.com contributor Brian Feroldi about three little-known companies that are growing quickly and show no signs of slowing down: LaMaitre Vascular (NASDAQ:LMAT),HealthEquity (NASDAQ:HQY), and Novocure (NASDAQ:NVCR).  

Direct download: 20180822_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:02pm EDT

For several weeks, a group of private equity investors have been negotiating a deal for Yum China, the largest restaurant operator in the country. And just last week, Panera Bread founder Ron Shaich helped orchestrate the merger of CAVA Group and Zoe’s Kitchen to create a dominant player in the fast-casual Mediterranean niche. We dive into these potential buyouts and more. Stocks: ZOES, YUMC

Direct download: 20180821_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Oracle of Omaha is still a buyer of stocks, and President Trump is considering a major change to corporate reporting requirements.(NYSE: BRK-A) (NYSE: BRK-B)

Direct download: 20180820_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new email scam is making the rounds -- we breakdown how it works, the signs of a scam, and how you can protect yourself with Fool.com's resident detective, Matthew Cochrane.

Direct download: 20180816_IF_Tech_CyberSecurity_ReEx1.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss the current state of defense spending and earnings for the big four defense contractors. Stocks discussed: LMT, RTN, GD, NOC

Direct download: 20180816_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Spark Therapeutics, Rite Aid, and Alnylam shares have tumbled following news, but that doesn’t necessarily make all three stocks worth buying. Stocks: ONCE, RAD, ALNY

Direct download: 20180815_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

With hundreds of parks in the U.S. attracting millions of visitors each year, amusement parks make up a unique corner of the consumer and retail sector. In this episode, we look at three of the biggest park operators out there -- SeaWorld (SEAS), Cedar Fair (FUN), and Six Flags (SIX).

Slack: where work happens. Go to slack.com to learn more.

Direct download: 20180814_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

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

 

Thanks Handy. To get your first 3-hour cleaning for $39 when you sign up for a plan, visit Handy.com/fool and use promo code “fool”.

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

Both payment processors have grown tremendously, but which is the best to invest in now?

Direct download: 20180630_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Facebook's massive post-earnings sell off caught the market off guard, but should investors have been so surprised? We tackle that, and Spotify's second report as a publicly traded company.

Direct download: 20180727_IF_Tech.mp3
Category:Podcast -- posted at: 3:42pm EDT

We go back to basics in this episode on the U.S. defense sector. We discuss the history of the industry, what investors need to know about the current climate, best stocks to invest in and why. Stocks mentioned: Boeing (BA), Northrop Grumman (NAC), Raytheon (RTN), General Dynamics (GD), Leidos (LDOS), CACI International (CACI), ManTech (MANT), Booz Allen Hamilton (BAH).

Direct download: 20180726_IF_Energy_JULY_26_ads.mp3
Category:Podcast -- posted at: 3:30pm EDT

It’s big pharma week! First, we discuss Eli Lilly’s second quarter earnings and its decision to spin-off its animal health business. Then, we explain why GlaxoSmithKline became an investor in the DNA screening company, 23andMe.

Direct download: 20180725_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

BJ’s Wholesale Club is up 50% from its June IPO, with investors encouraged by improving growth and profitability trends. But BJ’s large rival sets a high bar for the industry. We also look at Calavo Growers, which has delivered incredible long-term returns thanks to its main staple - avocados. Stocks: CVGW, BJ, COST

Direct download: 20180724_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Goldman Sachs and Morgan Stanley both had excellent growth in the second quarter.

Direct download: 20180723_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Short sellers are often characterized as speculators and manipulators, but they play an important role in the financial markets. We run through why shorts are important, but also why the average investor should probably stay away from shorting stocks.

Direct download: IF_07202018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

We take a deep-dive into a stock in our own portfolios: Corning (GLW). We cover the history of the company, its recent underperformance, our appreciation for its long-term focused management team, and why it’s set for growth. Stocks mentioned: Corning (GLW).

Direct download: IF_07192018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

A new spin on an old drug could dent demand for Epidiolex, a marijuana-based epilepsy drug. Plus, here's how important Medicare and Medicaid are to UnitedHealth Group's profits.

Direct download: IF_healthcare_07182018.mp3
Category:Podcast -- posted at: 3:30pm EDT

We tackle a listener question from Ryan, who wants to know whether this big box consumer electronics retailer could be a long-term value play with its stable growth and dividend. Best Buy recently came out of its 5-year turnaround effort, and management is now focused on a “New Blue”.

Direct download: IF_07172018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

The “big four” U.S. banks – JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Bank of America (NYSE: BAC), and Citigroup (NYSE: C) – have all reported their second-quarter earnings. In this episode of Industry Focus: Financials, host Michael Douglass and Fool.com contributor Matt Frankel discuss the winners and losers, as well as some sector trends investors should be aware of.

Direct download: IF_financials_07162018.mp3
Category:Podcast -- posted at: 3:30am EDT

This Chinese consumer tech company has come up on our show several times as a competitor to U.S. firms in the smartphone and wearables space. But today, we focus on Xiaomi, as its shares have just hit the Hong Kong exchange.

Direct download: IF_07132018_Final.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss renewable yieldcos; Pattern Energy Group (PEGI), TerraForm Power (TERP), Brookfield Renewable Partners (BEP), and NextEra Energy Partners (NEP). Also, we break-down what exactly MLPs and C-corps are and what they mean for investors.

Direct download: 20180712_IF_Energy_JULY_12.mp3
Category:Podcast -- posted at: 3:30pm EDT

Promo: Biogen and Eisai rolled out encouraging data for one of their Alzheimer's disease drugs last week. Also, why is Amazon.com's purchase of PillPack so important? Stocks: BIIB, AMZN, WBA, CVS, RAD

Direct download: IF_Helathcare_07.11.2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

With its IPO expected to price later this summer, Sonos will be the rare, pure-play option for investors eyeing the fast-growing smart speaker market. Can this $1 billion business go head to head with some of the world’s largest companies?

Direct download: 20180710_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:51pm EDT

When it comes to U.S. banks, there are four that are in a league of their own when it comes to size – JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), and Wells Fargo (NYSE: WFC). In this episode of Industry Focus: Financials, host Shannon Jones and banking specialist Matt Frankel take a closer look at the big four and what investors should know when evaluating these institutions.

Direct download: IF_07092018_Final.mp3
Category:Podcast -- posted at: 3:43pm EDT

We run through questions about the software-as-a-service market: what metrics to watch, what to expect from the industry, and what companies we're excited about. Stocks: CRM, SHOP, APPF, BL

Direct download: 20180706_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss some headlines from the last week: Tesla finally meeting its production target, GE spinning off healthcare, and Harley-Davidsons latest turmoil. We also chat about the future of flight and Ford’s partnership in China.

Direct download: 20180705_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Now that both rounds of the bank stress tests are over, let’s see what we learned.

Direct download: 20180702_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

25 years ago, most households didn't have a computer in their homes. Today, the five largest U.S. companies are in tech. We discuss what trends led us here and how they aren't done yet.

Direct download: 20180629_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In honor of the 25th anniversary of The Motley Fool we are talking about oil and gas 25 years ago, the present state of the industry, and our predictions for the future. Thanks to Blooom for supporting Industry Focus.  

Get a month free with blooom401k.com/fool and code FOOL.

Direct download: 20180627_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A $3 billion project to sequence the human genome in the 90's is at the root of a revolution in patient treatment today. Also, can technology bridge the growing gap between healthcare supply and demand? Stocks: TDOC, ISRG, ILMN

Direct download: 20180627_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our theme week continues as we celebrate the 25th anniversary of The Motley Fool with a look at the innovation and change that could shape the consumer and retail sector going forward.

 

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code “fool”.

Direct download: 20180626_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s what has changed in banking over the past 25 years and what we think is in store for the next 25.

Direct download: 20180625_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Data analytics company Domo has plans to go public, but should investors want a piece of this former unicorn?

Direct download: IndustryFocus_06222018_Final.mp3
Category:general -- posted at: 3:30pm EDT

In today’s show we answer some listener questions from the last month. We discuss the difficulties of getting oil out of the Permian Basin, an attractive pipeline stock, two midstream competitors, and the possible outcome of the impending meeting of OPEC+. Tickers EPD, HAL, SLB.

Direct download: 20180621_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Big news sent Foundation Medicine and Sarepta Therapeutics soaring this week. Meanwhile, PTC Therapeutics investors endured a roller coaster ride. Stocks: FMI, SRPT, PTCT 

Direct download: 20180620_IF_Healthcare_REPLACE.mp3
Category:Podcast -- posted at: 3:30pm EDT

Taking a vacation? Online travel agencies are one of the first places consumers go when planning their trips. We look at Booking Holdings and TripAdvisor as two options for investors in this massive, lucrative market. Stocks: FNKO, TRIP, BKNG

Direct download: 20180619_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

On the surface, White Mountains Insurance’s business model may look a lot like the Oracle of Omaha’s playbook.

Direct download: 20180618_IF_FInancials.mp3
Category:Podcast -- posted at: 3:30pm EDT

This week, a judge approved the AT&T/Time Warner $85B deal. Why does the telecom giant want a piece of the content world, and what does the deal mean for the marketplace?

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180615_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Eugene Mulero, Capitol Hill reporter for Transport Topics, recently visited Project Neon, a $1 billion interstate project in Nevada. He discusses the projects progress and how the Nevada state government secured both federal and private funding. He updates us on President Trumps previously announced spending bill, which included a $200 package for infrastructure. We touch on a few stocks for investors bullish on infrastructure: McDermott International (MDR), Fluor (FLR), AECOM (ACM).

Direct download: 20180614_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Celgene's been stumbling lately, but it's got irons in the fire that could get it back on track. Are this company's best days behind it, or are they only beginning? Stocks: CELG

Direct download: 20180613_IF_Healthcare_REPLACE.mp3
Category:Podcast -- posted at: 3:30pm EDT

As the “retail apocalypse” bears down on brick-and-mortar chains across the country, some department stores are showing signs of strength. Shareholders are cheering the impressive year-to-date rallies, but will the party last? Stocks: M, KSS, DDS, SHLD

 

Thanks to Casper for supporting our podcast. Save $50 on select mattresses at http://www.casper.com/fool, code “fool”.

Direct download: 20180612_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s what investors need to know about three big news items.

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180611_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We've got Fool.com's Brian Feroldi back on to talk under-the-radar tech stocks. He walks us through why Grubhub, Mitek, and BlackLine are currently on his watchlist. Stocks: (NYSE: GRUB) (NASDAQ: MITK) (NASDAQ: BL)

Direct download: 20180608_IF_Tech_JUNE_8.mp3
Category:Podcast -- posted at: 3:30pm EDT

After facing continuing construction delays caused by political challenges and permitting concerns, Kinder Morgan sold its Trans Mountain Pipeline and expansion project to the Canadian government. We discuss what that means for the company's future prospects. Ticker (NYSE: KMI)

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get a $50 credit toward your first job post.

Direct download: 20180607_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Gilead Sciences has been one of biopharma's worst performers, and demand for its hepatitis C drugs has yet to bottom. Can its R&D program jump start investor optimism? Stocks: GILD

Direct download: 20180606_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After digging into these stock market debuts last year, we’re revisiting Canada Goose, Blue Apron, and Stitch Fix to cover the latest developments at each company and to rethink what investors need to know going forward. Stocks: GOOS, APRN, SFIX

Thanks to LinkedIn for supporting The Motley Fool. Go to https://www.linkedin.com/fool and get a $50 credit toward your first job post.

Direct download: 20180605_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

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.

Thanks to Harry’s for supporting Motley Fool. Get your Trial Set – go to Harrys.com/fool

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

Tencent and MercadoLibre both have leading positions in their markets and offer investors exposure to a ton of major tech trends, making them greater starter stocks for folks looking for international exposure.

Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool.

Direct download: 20180518_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

We take a whirlwind tour of some international stocks, from a truly global infrastructure player, to a Brazilian iron producer dependent on China, and a French oil giant that’s looking to the future and leading the pack.

Direct download: 20180517_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

With a population of 741 million people, Europe’s a huge market for medicine, yet most U.S. investors avoid European drugmakers, including Sanofi. On today's episode, we explain how drugs win approval in Europe and why Sanofi ought to be on your radar.

Thanks to Molekule for supporting our channel.  Get $75 off your first order at http://www.molekule.com code fool.

Direct download: 20180516_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Walmart recently announced a $16 billion investment in Flipkart, the biggest e-commerce company in India. For investors around the world, this deal is the opening volley on the latest front of the e-commerce war between Walmart, Amazon, and Alibaba.

Direct download: 20180515_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

You should definitely have some international exposure in your portfolio, but you don't need to buy foreign stocks to get it.

Direct download: 20180514_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Chinese video streaming company iQiyi is drawing some big comparisons, can it possibly live up to them? And might the company be interesting enough to make us break one of our investing rules?

Direct download: 20180511_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

Ford's recently announced move away from cars in its North American market has caused quite a stir. We get the real story behind the headlines, the trends driving the changes in the auto industry, and discuss some investor concerns.

Direct download: 20180510_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Activist investors are offering to buy the health records company, but visionary CEO Jonathan Bush might not want to sell. Also, Shire gives the thumbs up to Takeda and patience pays off for Portola Pharmaceuticals investors.

Direct download: 20180509_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Last week, tech mogul Elon Musk shared his bearish view of competitive moats, spurring a response from Warren Buffett who coined the term 20 years ago. So in this day and age, does frequent innovation hold more value than a wide moat? We tackle that question and more of the Musk-Buffett debate on this episode of Industry Focus.

Direct download: 20180508_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.

Direct download: 20180507_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180504_IF_technology_FIX.mp3
Category:Podcast -- posted at: 3:30pm EDT

Available housing inventory in the U.S. is at historical lows and homebuilders are faced with high costs and labor shortages. Three stocks stand out above the rest for their focus on two important markets – millennials and retirees.

Direct download: 20180503_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Explaining the pros and cons so you can decide if they're right for you. 

Thanks to Blooom for supporting Industry Focus.  Get a month free with blooom401k.com/fool and code fool

Direct download: 20180502_IF_HEalthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

After several false starts and failed negotiations, the No. 3 and 4 wireless carriers officially unveiled their plans to merge over the weekend. The new T-Mobile will be a much stronger challenger to AT&T and Verizon, but the biggest priority right now is to win over regulators.

Direct download: 20180501_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

All things being equal, higher dividend yields are better. However, many dividend stocks’ high yields are signs of trouble. In this episode of Industry Focus: Financials, host Michael Douglass and Fool.com contributor Matt Frankel discuss what a yield trap is, how to detect one, and a few examples of stocks that have characteristics of yield traps.   

Direct download: 20180430_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Facebook shareholders can breath a big sigh of relief! The company posted solid earnings that had the market forgetting all about the company's data issues. And Twitter posted its second GAAP profitable quarter, but Wall Street wasn't as thrilled.

Direct download: 20180427_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

This week a Virgin America plane took its last flight under the Virgin umbrella. With the unification of the two brands complete, and a rocky 2017 behind them, can the airline operator start to right the ship in 2018?

Direct download: 20180426_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Promo: GW Pharmaceuticals scores a big thumbs up from a panel of FDA experts for its marijuana-based drug. Plus, Biogen pays a $1 billion dollars for expanded access to Ionis’ novel pipeline.

Direct download: IF_heathlcare_04.25.2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

Whether you’re a first-time stock buyer or seasoned Fool with years of experience in the market, stock screens can be a powerful tool of discovery for any investor. We cover the basics of creating a stock screen, what metrics to employ, where to run them, and how to handle the end results. Free your mind, Fool!

Direct download: 20180424_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s a roundup of the past week’s news from Wells Fargo, Goldman Sachs, Morgan Stanley, and SunTrust.

Direct download: 20180423_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Looking for some new stocks for your watch list? We talk about why we're excited about Paylocity, Hubspot, and AppFolio.

Direct download: IF_Tech_04.20.2018.mp3
Category:Podcast -- posted at: 11:06am EDT

We tackle a host of news items in Oil and Gas including; British Columbia halts development of the TransMountain pipeline, consumers face high prices at the pumps, and China’s new intelligent highway will be able to charge electric vehicles as they drive. We also pitched two stocks we’re currently working.

Direct download: 20180419_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Alkermes’ ALKS-5461 gets a do-over, Celldex's lead drug is a bust, and the good and bad of Johnson & Johnson's Q1 earnings report. 

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code fool.

Direct download: 20180418_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Down about 20% from its all-time highs, Ulta stock has seen dampened investor enthusiasm after an otherwise amazing 10-year run as a public company. Listener Joseph wants to know why Ulta stock has struggled as Estee Lauder, another major name in skincare and cosmetics, soars to new all-time highs.

Direct download: 20180417_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Now that the “big four” U.S. banks have reported earnings, let’s take a look to see what investors need to know.

Direct download: 20180416_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

There have always been rumors of a paid version of Facebook. Recent comments from Mark Zuckerberg and Sheryl Sandberg prove its something management has been thinking about, but what would it actually look like?

Slack: Where work happens. Go to slack.com to learn more.

Direct download: 20180413_IF_Tech.mp3
Category:Podcast -- posted at: 4:04pm EDT

NV5 and Pattern Energy Group have both been previously pitched on the show. And, both stocks have had a tumultuous time over the past few months. We discuss if recent events have changed the fundamental thesis for each.

 

Direct download: 20180412_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Biogen misses out on a huge deal that Novartis completed with AveXis. Plus, Incyte's phase 3 implosion, and what it means for immuno-oncology more broadly.

Direct download: 20180411_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The $55 billion skincare and make-up giant has seen its shares gain nearly 80% in the past year as robust top and bottom line growth attract investors to the company. For the first time on Industry Focus, we look at Estee Lauder’s impressive brand portfolio, latest results, and management’s vision for the future.

Direct download: 20180410_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

We’re often told to focus on one thing and do it well – but in today’s episode, we cover three sectors (banks, REITs, and insurers) where businesses may be going in the opposite direction, preferring to try and own more of the value chain. Understanding the tradeoffs between specialization and diversification is key to investing smart in these sectors.

Direct download: 20180409_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Shares of the music streamer are now on the market! With a ballpark on The Street's view of what the company is worth, we try a few different angles to put its valuation into context.

Direct download: 20180406_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Crown Prince of Saudi Arabia announced last week a plan to partner with Japanese-based SoftBank to fund a $200 billion solar farm in the desert. We discuss the project, the state of the U.S. solar industry, and solar stocks to buy (and avoid).

Direct download: 20180405_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Takeda may buy Shire, but it might prove costly. Also, the FDA slaps Alkermes with a dreaded Refusal to File letter.

Direct download: 20180404_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

ADT and its private equity backers have built up the leading name in monitored security with $4.3 billion of revenue in 2017. But after pricing an IPO in January, shares of ADT have tumbled nearly 50%. Is this the bargain opportunity investors should be following?

Direct download: 20180403_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

A lot of investors like big bank stocks for their dividends and perceived safety. We think, though, that some big trends are lining up to make their business models increasingly tough to sustain. In this episode, we lay out five different areas tech is changing the game for banks.

Direct download: 20180402_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

At SXSW, our quest was simple -- find good food. But when we stumbled upon Kyle Pounder's food truck "Excaliburger" we realized we found even more.

Direct download: IF_BONUS_03.31.2018_FINAL_v3.mp3
Category:Podcast -- posted at: 12:00pm EDT

A big restructuring that could begin to pay off for investors soon could make this a great time to add Hess Corp. to your portfolio.

Direct download: 20180329_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Geron’s future hinges on an uncertainty and AbbVie’s shares are teetering following some disappointing news. Should these stocks be in your portfolio? 

Direct download: 20180328_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The downfall of Toys “R” Us has placed renewed focus on private equity funds and their connection to the recent string of retail bankruptcies. We look at how their desire for high returns and quick exits can hurt the long-term prospects of even the biggest brick-and-mortar chains.

Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to legalzoom.com, use code “FOOL” at checkout.

Direct download: 20180327_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Federal Reserve raised interest rates at its latest meeting, but there’s more important information you need to know. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel break down the key takeaways and how they could affect your investments.

Direct download: 20180323_IF_Finanials.mp3
Category:Podcast -- posted at: 3:30pm EDT

A lot of people aren't happy with the social media company these days. We run through the Cambridge Analytica data harvesting story, talk about the existing trend of people leaving Facebook, and work through how we feel about the company as shareholders.

Thanks to Harry’s for supporting Industry Focus. Get your free trial set – go to Harrys.com/fool

Direct download: 20180323_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

President Trump announced earlier in March that there will be a 25% tariff on imported steel and a 10% tariff on imported aluminum. This led to widespread criticism and fears of prices going up on everything from washing machines to beer. We discuss the details of the tariffs, the likely outcome, and historical examples of both failed and successful tariffs.

Direct download: 20180322_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Rain, sleet, and snow can't stop us from covering Arena Pharmaceuticals' slam dunk data.

Direct download: 03212018_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The airport concession company made its stock market debut in early February, giving investors the opportunity to tap into a robust corner of the retail world. With management forecasting enviable top and bottom line growth, here’s what Fools need to know before diving in.

Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool

Direct download: IF_03.20.2018.mp3
Category:Podcast -- posted at: 4:16pm EDT

The Senate just passed a bill that would loosen regulations on all but the largest U.S. banks. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel discuss what’s in the bill, and which banks could be the winners and losers.

Direct download: IF_03.19.2018.mp3
Category:Podcast -- posted at: 3:39pm EDT

We wrap up SXSW week with a recap of the big trends we see impacting the tech space over the next few years and a few questions for investors to think about.

Direct download: 20180316_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

How is one of the world's biggest auto manufacturers thinking about the future of mobility and autonomy? We sit down with Wilko Stark, VP Strategy at Daimler and Mercedes Benz and the head of the company’s CASE initiative, to find out.

Direct download: IF_energy_03.15.2018.mp3
Category:general -- posted at: 3:30pm EDT

The cost of gene sequencing is falling rapidly, and uses for this data are springing up left and right. Simon Erickson calls in from South by Southwest to chat with Kristine about healthcare's role at the traditionally tech-focused conference.

Direct download: 20180314_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Fresh from his presentation at SXSW 2018, Scott Lachut -- President of Research and Strategy and PSFK -- joins Industry Focus to share his thoughts on major trends and the consumer demands that are changing how companies think about brick and mortar retail. Find out why physical and digital storefronts are more connected than ever and how they’re likely to blend together even further.

Direct download: 20180313_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

White collar crime just isn't prosecuted the way it used to be. To find out why, we chat with Jesse Eisinger, author of "The Chickens*** Club: Why the Justice Department Fails to Prosecute Executives."

Direct download: IF_financials_03.12.2018.mp3
Category:Podcast -- posted at: 3:00pm EDT

It’s the leading music streaming service. It’s got nearly 160 million users. But is Spotify a good investment? We look through the company’s prospectus to see how things look right now and discuss the company it could become.

Direct download: 20180309_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!

Direct download: 20180308_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Direct download: 20180307_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.

 

Direct download: 20180306_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.

Direct download: 20180305_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

After 11 years of being a private company, unicorn DropBox has decided to go public. We go through the cloud company’s prospectus and see what we like and don’t like about the business ahead of the upcoming IPO.

Thanks to LegalZoom for supporting Motley Fool.  Get special savings by going to legalzoom.com use code Fool at checkout

Direct download: 20180302_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We get expert opinion from Eugene Mulero of Transport Topics on the President’s proposal for infrastructure spending. We discuss doubts and concerns with the plan, and an alternative – more likely – timeline.

 

Direct download: 20180301_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

The Cupertino company plans to open healthcare clinics that will rely heavily on its technology. Also, Gilead Sciences partners with Sangamo Therapeutics on gene-editing.

Thanks to LegalZoom for supporting Motley Fool.  Get special savings by going to legalzoom.com use code Fool at checkout.

Direct download: 20180228_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

With revenue trending downward for several years running, General Mills is focused on stabilizing the top line, and management hopes that buying into a whole new industry will do the trick. Blue Buffalo Pet Products is the leader in natural pet foods, but will its double-digit top line growth be enough to move the needle?

Direct download: 2018022_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials takes a look into the latest letter The Oracle of Omaha wrote for Berkshire Hathaway’s shareholders.

Direct download: 20180226_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

February was a busy month for tech earnings -- today we backtrack to look at results and news for Snap and Twitter.

Direct download: 20180223_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.

Direct download: 20180222_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Despite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?

Direct download: 20180221_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.

Direct download: 20180220_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:32pm EDT

What exactly does it mean when a stock is being delisted, and what should investors watch for in the microcap space? We tackle those questions and talk about the benefits of listing in the first place!

Direct download: 20180216_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Oil earnings for 2017 were a mixed bag with U.S. giants Chevron and Exxon Mobil lagging their peers. We discuss the themes of the earnings season and the shareholder returns fever that has gripped the industry as big oil competes for investors dollars.

Direct download: 20180215_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Johnson & Johnson, AbbVie, and Veeva are three gold medal winners in this year’s Motley Fool healthcare Olympic roundtable -- can you guess the other three? Hint: One’s a marijuana stock.

Direct download: 20180214_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

For years, retailers have paid some of the highest effective tax rates in the business world. With the corporate tax rate reduced to 21%, we look at how major companies are taking advantage of this windfall.

Direct download: 2018_02_13_IF_CG_AH.mp3
Category:Podcast -- posted at: 3:30pm EDT

In part three of our banking series, Industry Focus: Financials dives into commercial banking and the two largest U.S. commercial banks – Wells Fargo and U.S. Bancorp.

Direct download: 20180207_IF_Financials_Feb12.mp3
Category:Podcast -- posted at: 3:30pm EDT

The S&P 500 might be one of the most cited financial barometers out there, but what does it take for a stock to make it into the index? We talk about the requirements, how inclusion benefits companies, and how the index may change a major trend in tech stocks.

Direct download: 20180207_IF_Tech_Feb9.mp3
Category:Podcast -- posted at: 3:30pm EDT

2017 was a record setting delivery year for both planemakers. With upwards of 8-year backlogs investors are paying close attention to on-time delivery numbers and, by this metric, one of the two takes the win.

Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.  

Direct download: 20180208_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

These two biopharma heavyweights are taking it on the chin following a market-trouncing performance in 2017. Is one a better stock to buy than the other? 

Direct download: 20180207_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Recreational vehicles, or RVs, have enjoyed consistent, growing demand since the financial crisis. We look at the tailwinds fueling this growth before turning our attention to leading RV makers Winnebago and Thor Industries, two stocks that have outperformed the S&P 500 over one, five, and 10-year investing horizons.

Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.

Direct download: 20180206_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:53pm EDT

Financials takes a look at the volatile declines in cryptocurrencies, as well as earnings from two interesting banks.

Direct download: 20180205_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

Two big tech names reported this week -- should investors be worried about Facebook's friendlier new stance and Apple's iPhone unit sales declines?

Direct download: 20180202_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

We answer your questions on what the solar tariffs mean for solar, offer our thoughts on the North American railroad and agriculture industries, and discuss interesting stocks in those segments.

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Direct download: 20180201_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

On the heels of the President’s State of the Union address, we explain why the current state of U.S. healthcare has Amazon, Berkshire Hathaway, and JPMorgan thinking it's time for a change.

Direct download: 20180131_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The buying spree at JAB Holding Company continues. After spending tens of billions of dollars scooping up coffee brands and restaurant chains, Dr. Pepper Snapple will become the latest addition to the empire after it merges with Keurig Green Mountain, a previous JAB acquisition. Here’s what investors need to know.

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Direct download: 20180130_IF_ConsumerGoodsUSE.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials Edition host Michael Douglass and Fool.com contributor Matt Frankel take a close look at the largest U.S. universal banks – Bank of America, Citigroup, and JPMorgan Chase. Here’s what investors need to know about these three banks’ business models, and the right metrics to evaluate each one.

Direct download: IF_01_29_2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

China hasn't always seen eye-to-eye with Google and Facebook, could that be changing? We look at the government's history with big U.S. tech firms, talk about how recent regulations have impacted Chinese tech giants, and hit another lesser covered story that shows how hard it can be to operate in the country.

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Direct download: 20180126_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Seth Clevenger, managing editor of features at Transport Topics -- a print and digital industry newspaper covering trucking and freight transportation – is in the studio to talk about the impact of the new ELD mandate and the future of the trucking industry.

Direct download: 20180125_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Celgene consolidates CAR-T and Sanofi hooks-up in hemophilia. Plus: What’s up with Johnson & Johnson’s post-earnings slide?

Direct download: 20180124_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

As spending on content surged in 2017, so did subscriber growth across the globe. For Netflix to live up to sky-high expectations (and its rich valuation), management will be upping investments across the company again this year. We break down the latest results and offer a glimpse of what lies ahead for the No. 1 streaming service.

Direct download: 20180123_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus: Financials dives into fourth quarter earnings from the largest U.S. banks, and what investors should pay attention to.

Direct download: 20180122_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

David Kretzmann hops on the show to chat about what he saw at the Consumer Electronics Show (CES). Specifically, we wade through two trends that have fallen out of favor, and some fun stuff he noticed in Las Vegas.

Direct download: 20180119_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Lyft and Aptiv teamed up to give 400 rides in a BMW at CES in Las Vegas, Motley Fool Analyst Taylor Muckerman got to experience it firsthand. In today’s show we discuss what it was like and what demonstrations like this show about the future of driving. We also touch on recent bad news for BP and GE.

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Direct download: 20180118_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Rumors are swirling that Celgene may pay billions to buy Juno Therapeutics lock-stock-and-barrel. Do these rumors make sense? Also, how one tiny company is disrupting the $57 billion market for primary and specialty doctor visits. Is this healthcare's future?

Direct download: 20180117_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Preliminary fourth quarter results from many traditional retailers have turned bullish after momentum from Black Friday held strong, and consumers flocked to stores in December. Find out who posted the best (and worst) results from the holiday season, and what to watch in the year ahead.

Slack: Where work happens. Find out why at slack.com.

Direct download: 20180116_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

With Amazon's holiday commentary in our hands, we talk about all the reasons the e-tailer is crushing it, and dig deeper to see what the release might have to say about other companies' Q4 results.

Thanks to Casper for supporting our channel. Save $50 on select mattresses at http://www.casper.com/fool code fool.

Direct download: 20180112_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

2017 was a tale of two halves for these two U.S. auto giants, while Ford failed to impress the stock market GM delivered market-beating returns. We discuss GM and Ford’s future focus on self-driving technology, connected cars and big data.

Direct download: 20180111_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Three CEO interviews recorded at the J.P. Morgan Healthcare Conference, the most important annual industry conference.

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Direct download: 20180110_IF_Healthcare.mp3
Category:Podcast -- posted at: 4:14pm EDT

Once a high-flying stock and the face of craft brewing, Boston Beer has struggled in recent years with intense competition from the very industry it helped take mainstream. What lies ahead in 2018? The team also looks at recent news from Weight Watchers and GoPro.

Direct download: 20180109_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus: Financials dives into two stocks that look attractive as we head into 2018.

Direct download: 20180108_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

The push for AI is decades old, so how come it's just now having its moment? We dive into artificial intelligence, machine learning, deep learning, and talk about a few companies that are poised to benefit from the mega-trend.

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Direct download: 2017_01_05_IF_AH_FINAL.mp3
Category:Podcast -- posted at: 5:16pm EDT

The energy industry is home to some great high-yielding stocks, we discuss five companies who have been consistently returning value to shareholders that may make good picks for an income portfolio.

Direct download: 20180104_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Were you lucky enough to own these three top stocks in your portfolio last year? 

Thanks to Audible for supporting our podcast.  Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.

Direct download: 20180103_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The line between brick-and-mortar and online retail continues to blur as companies embrace experimentation with new strategies to win over consumers. We cover three of the biggest trends that investors will want to follow in the new year.

Direct download: 20180102_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT