Tue, 30 June 2020
The recently released American Customer Satisfaction Index Restaurant Report has shown an evolution of a changing American restaurant experience, the most unexpected of which includes a recovery effort that may be dampened by worsening customer satisfaction. Join guest Dan Kline and host Emily Flippen to discuss this most recent report and what it means for investors in some of the most popular restaurant chains. Check out more of our content here: |
Mon, 29 June 2020
The Federal Reserve recently released the results of 2020 bank stress tests, and while no banks are in serious danger, some would see capital levels fall a bit too low for comfort in a prolonged and deep COVID-19 recession. As a result, the Fed issued a formula to govern bank dividends, and there's a real chance bank investors could see dividend cuts from some major financial institutions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the news and what it could mean for bank investors. Plus, Moser and Frankel answer a listener's excellent question on position size and share why they're watching Wells Fargo (NYSE: WFC) and American Express (NYSE: AXP) this week. Check out more of our content here: |
Fri, 26 June 2020
German payments darling Wirecard shocked investors everywhere last week when it announced that the company and auditors could not place over $2 billion in cash the company claimed to have. Over the days that followed, the true story began to come into picture. In this episode, we unpack the apparent accounting fraud that brought down one of Europe's brightest tech stars and what investors can learn from it. Stocks: WCAGY Check out more of our content here: |
Thu, 25 June 2020
The housing market came roaring out of the gate in 2020, before coronavirus took the air out of the industry. Motley Fool Contributor Jason Hall joins the show to take a look at the current state of the housing market and share some housing stocks on his radar. Stocks Mentioned: MTH, LGIH, NVR Check out more of our content here:
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Wed, 24 June 2020
Online gambling stocks have been on a tear this year as excitement builds around sports betting legalization in the United States. Motley Fool Contributor Luis Sanchez joins the show to break down the state of the industry today and some of the major players. Stocks Mentioned: DKNG, PDYPY, GAN, PENN, MGM, WIMHY, LON:GVC
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Tue, 23 June 2020
Motley Fool contributor Dan Kline joins Host Emily Flippen to discuss what companies may fall victim to the next wave of retail bankruptcies. Stocks to watch: CEC, AMC, BBBY, ASNA, GME, BBY. Check out more of our content here: |
Mon, 22 June 2020
The U.S. economy entered a recession in February for the first time in over a decade. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why it's so important for investors to stick to their long-term plans, even in scary times. Plus, reports indicate that Simon Property Group (NYSE: SPG) and Brookfield Property Partners (NYSE: BPY) are in discussions to purchase bankrupt department store chain J.C. Penney, and the reason might not be what you think. Finally, hear why Frankel is watching Seritage Growth Properties (NYSE: SRG) after the recent sell-off, while Moser has his eye on Nike (NYSE: NKE) this week. Check out more of our content here: |
Fri, 19 June 2020
We dive deep into the world of dividends thanks to a listener question.Listen in to get the core metrics to look at and the major pitfalls to avoid for income investing. Stocks: AAPL, MSFT, EQIX REIT Center: fool.com/millionacres/real-estate-investing/reits/ Check out more of our content here:
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Thu, 18 June 2020
Enphase Energy shares fell more than 25% on Wednesday in response to a short report released by Prescience Point Capital Management. Industry Focus Contributor Jason Hall joins the show to break down how investors should respond to short reports and take a look into Prescience Point’s report on Enphase. Stocks Mentioned: ENPH, SEDG, SPWR Check out more of our content here:
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Wed, 17 June 2020
Cybersecurity stocks have largely held up strong performance over the past few months against the backdrop of extremely volatile market conditions. As more companies move their workplaces remote, are cyber security stocks really the next best opportunity? Or, as an industry, are they just horribly overvalued? Join host Emily Flippen and Motley Fool intern Meilin Quinn as they take a deep dive into the cybersecurity industry on this Wildcard Wednesday. Check out more of our content here: |
Tue, 16 June 2020
Can these up-and-coming retailers take down last month’s retail bracket winner, Costco? Join Dan Kline and Emily Flippen in the second installment of our Retail Bracket Showdown while we put up Costco against “the best of the rest”. Stocks in Bracket: OLLI, FIVE, TIF, LULU, TSCO, ULTA, ZUMZ, DBI Check out more of our content here: |
Mon, 15 June 2020
Recently, billionaire investor Marc Cuban compared the current stock market to the dot-com bubble of the late 1990s. The reason? Easy-to-use trading apps, commission-free stock trading, and a lack of other ways to gamble right now have led to a surge in day trading activity. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why day trading can be so dangerous, and what investors should consider before trying to day trade. Plus, the pair discusses why they're watching EPR Properties (NYSE: EPR) and Shift4 Payments (NASDAQ: FOUR) this week. Check out more of our content here: |
Fri, 12 June 2020
Even with all the uncertainty in the market, companies are still going public! We dig into the S-1 from Shift4, a payments player focused on the hospitality space, then talk about Grubhub being scooped up by Just Eat Takeaway.com. Stocks: GRUB, FOUR, SQ, PYPL Check out more of our content here:
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Thu, 11 June 2020
Electric truck maker Nikola came public last week to an incredible reception in the public markets, with the stock rocketing up over 90%. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down Nikola, as well as take a look at how the auto industry has fared so far in 2020. Stocks Mentioned: NKLA, F, GM, FCAU, CNHI, TSLA Check out more of our content here:
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Wed, 10 June 2020
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about a recent IPO in the healthcare space that has caught Brian's attention! Check out more of our content here: |
Tue, 9 June 2020
Jason Hall joins Emily Flippen to break down the pros and cons of Warner Music Group’s IPO and if the global leader in music entertainment still has its best days ahead of itself, or if Warner’s music has lost its spunk. Check out more of our content here: |
Mon, 8 June 2020
Some of the retail REITs that were the most beaten down during the market crash have been the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at Simon Property Group (NYSE: SPG), Seritage Growth Properties (NYSE: SRG), Tanger Factory Outlet Centers (NYSE: SKT), STORE Capital (NASDAQ: STOR) and more. Hear why these stocks have rallied so sharply, and whether there could still be more growth ahead. Check out more of our content here: |
Fri, 5 June 2020
We practically ran out of adjectives to talk about Zoom Video Communications most recent quarter... get ready to here "amazing" "ridiculous" and "bonkers" about a dozen times. Stay-at-home has meant people and companies rushing into web-conferencing and Zoom has turned that into huge customer and revenue figures. We talk about why the past quarter was one of the best we've ever seen from a tech company and why 2020 looks even better. Stocks: ZM, MSFT, CSCO Check out more of our content here: |
Thu, 4 June 2020
Aerospace stocks have rocketed up over 30% in the past month in the aftermath of Warren Buffett’s announcement he had sold all of Berkshire Hathaway’s airline stocks. Industry Focus Contributor Lou Whiteman joins the show to share his thoughts on the airline industry today, in addition to discussing Boeing and AerCap Holdings. Stocks Mentioned: DAL, AAL, UAL, LUV, SAVE, BA, SPR, AER Check out more of our content here:
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Wed, 3 June 2020
Moderna has gone from your standard biotech to one of the hot stocks of 2020 over the past few months as the company has worked on a COVID-19 vaccine. Shares are up around 200% since the pandemic hit, and the company has made some moves that seem odd on first pass. We use the company's dramatic rise and position as a clinical-stage business to explore insider selling, raising capital, and the business of biotechs. Stocks: MRNA Check out more of our content here: |
Tue, 2 June 2020
Motley Fool analyst Buck Hartzell joins Emily Flippen to discuss a small but powerful company involved in fashion resale: Winmark Corporation (NASDAQ: WINA). Winmark, the parent company of franchises like Plato’s Closet and Once Upon a Child, has been benefitting from the long-term tailwinds of shifting demographics and a growing resale market. Check out more of our content here: |
Mon, 1 June 2020
In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into Axos Financial (NYSE: AX), an online-based banking institution that offers checking and savings accounts, mortgages, auto loans, and more. The pair discusses what makes Axos’ business model unique compared to other online banks, and what investors should know about the risk factors involved. Plus, Frankel discusses why net-lease REIT STORE Capital (NYSE: STOR) is on his radar now and Moser talks about what he’s watching when Zoom (NASDAQ: ZM) reports earnings. Check out more of our content here: |