Industry Focus

Tech: Sirius and Pandora Finally Get Together

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


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

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



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

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

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

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

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

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

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

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

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

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


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

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


Stocks: HAL, SLB

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

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


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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 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.


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.


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

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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 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