Industry Focus

PayPal (NASDAQ: PYPL) recently joined Square (NYSE: SQ) in allowing its users to buy, sell, and hold cryptocurrencies. But this could just be the starting point, as PayPal plans to allow users to pay with digital currencies at its 26 million merchant partners. In today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest developments. Then, Matt revisits his "Retail Isn't Dead" basket from earlier in 2020, and the pair take a look at a cryptocurrency-focused bank. You'll hear all this and more on this week's episode. 

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Direct download: 20201130_IF_Financials.mp3
Category:Podcast -- posted at: 6:08pm EST

Motley Fool Contributor Asit Sharma returns to the show to update us on blue jeans stocks (last discussed on our 11/26/19 episode) and take a look at how a vaccine might impact retail at large. In addition, Asit and Nick share some retail investments on their radar as we head into 2021. 

Reminder: There will be no Industry Focus episode on Thursday OR Friday this week, due to the Thanksgiving holiday.

Stocks Mentioned: LEVI, KTB, KSS, GME, REAL, WMT, JWN

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Direct download: 20201125_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:23pm EST

Join Motley Fool contributor Asit Sharma and host Emily Flippen as they break down the landscape for DraftKing (DKNG) in the wake of this month’s election in which three states legalized some form of sports betting.

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Direct download: 20201124_IF_CG.mp3
Category:Podcast -- posted at: 5:57pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser and Motley Fool analyst John Maxfield dive into fintech company Affirm's recent S-1 filing to go public to get a better understanding of the business and what investors need to know. Then they wrap up the show with a look at some of the noteworthy recent purchases and sales in Berkshire Hathaway's investment portfolio!

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Direct download: 20201123_IF_Financials.mp3
Category:Podcast -- posted at: 6:07pm EST

Any time a unicorn files to go public, the market takes notice.

Earlier this year, Airbnb filed paperwork to go public, and earlier this week, the public got their first look at the rental marketplace company’s financials.

We break down what we know about Airbnb’s business and how the company could be a huge gig economy winner.

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Direct download: 20201120_IF_Tech.mp3
Category:Podcast -- posted at: 6:22pm EST

After months of waiting and hoping, we’ve seen lots of positive vaccine news in the last two weeks. Enough to where many are seeing the pathway out of the COVID-19 pandemic. What does that mean for stocks? Motley Fool Contributor Lou Whiteman joins the show to update us on how the situation changes the situation for a number of companies we’ve discussed this year in the aerospace industry. 

Stocks Mentioned: PFE, MRNA, LUV, AAL, DAL, SAVE, UAL, AER, BA, TDG, RTX, HEI

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Direct download: 20201119_IF_Energy.mp3
Category:Podcast -- posted at: 5:55pm EST

Costco shareholders got a surprise this week, they'll be getting a special $10 per share dividend thanks to the company's strong balance sheet. We unpack the payment and how the company is slowly shaping up to be a future dividend aristocrat.

Then we talk through recent results from Walmart, Target, Lowe's, Home Depot, TJX, and Kohl's and offer up takeaways for folks watching the retail space.

Stocks: WMT, TGT, LOW, HD, TJX, KSS, COST

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Direct download: 20201118_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:00pm EST

Join Jason Hall and Emily Flippen as they pig out on the newest S-1: DoorDash (DASH). Does the largest food delivery platform in the United States have what it takes to make mouthwatering returns? We’re not quite sure we can stomach it.

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Direct download: 20201117_IF_CG.mp3
Category:Podcast -- posted at: 6:02pm EST

Capital One Financial (NYSE: COF) is one of the more unique U.S. banks, with an innovative approach to branch-based banking and a credit card focused lending operation. In this week's Industry Focus: Financials show, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at how the business works and what investors need to know. Plus, hear why Frankel has his eye on Simon Property Group (NYSE: SPG) this week, while Moser thinks Target (NYSE: TGT) could be worth a look. 

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Direct download: 20201116_IF_Financials.mp3
Category:Podcast -- posted at: 7:42pm EST

Longtime Fool analyst and Cloud Disruptors 2020 lead advisor Tim Beyers joins the podcast to walk listeners through his process for evaluating tech companies.

Tune in to hear about how Tim starts with the product and users, and then works his way through some of the more conventional items like leadership, incentives, financials, and valuation.

Stocks: FSLY, TWLO, SNOW, MDB

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Direct download: 20201113_IF_Tech.mp3
Category:Podcast -- posted at: 6:40pm EST

Motley Fool Analyst Tim Beyers joins the show to update us on Redfin, the tech-enabled real estate brokerage working to disrupt the industry. We discuss what Redfin does, how the company has adjusted to the pandemic, its recent earnings report, iBuyin and more!

For those interested in listening to our  05/23/19 episode discussing Redfin, you can listen here: web / Spotify / Apple Podcasts

Stocks Mentioned: RDFN, ZG, Z

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Direct download: 20201112_IF_Energy.mp3
Category:Podcast -- posted at: 6:52pm EST

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the future of fitness. Companies like Peloton, Apple, Lululemon, and more are shaping a new paradigm of how people all over the world are keeping fit which means plenty of opportunities for investors on the horizon.

Stocks: PTON AAPL LULU FIT

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Direct download: 20201111_IF_Wildcard.mp3
Category:Podcast -- posted at: 5:32pm EST

The Motley Fool’s Asit Sharma and Host Emily Flippen take a look at major consumer goods industries and companies in light of recent advances in the push for an effective coronavirus vaccine. 

Stocks: Carnival Cruise (CCL), Norwegian Cruise (NCL), Royal Caribbean (RCL), Marriott International (MAR), Chipotle (CMG), Dunkin’ Brands (DKNG), Darden Restaurant (DRI), Walmart (WMT), Target (TGT), Costco (COST), Disney (DIS), Etsy (ETSY), Ollie’s Bargain Outlet (OLLI)

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Direct download: 20201110_IF_CG.mp3
Category:Podcast -- posted at: 6:08pm EST

The positive COVID-19 vaccine news just released by Pfizer (NYSE: PFE) sent the stock market soaring, but to the surprise of many investors, real estate investment trusts, or REITs, and bank stocks are some of the best performers. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why mall REITs like Simon Property Group (NYSE: SPG) are soaring by more than 20% on the news and some of the biggest U.S. banks, including JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) are up by double digits as well. And let's not forget that we're still in earnings season -- we'll also discuss what investors should know about the latest results from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B), Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and more. 

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Direct download: 20201109_IF_Financials.mp3
Category:Podcast -- posted at: 6:07pm EST

After Upwork's huge quarter, we check in on the freelance and gig economy marketplaces. It's a fascinating space -- Upwork is bigger, should enjoy network effects, and has scale, but Fiverr has come in, gobbled up share, and put up killer returns for shareholders in the process.

Stocks: FVRR, UPWK, DOCU

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Direct download: 20201106_IF_Tech.mp3
Category:Podcast -- posted at: 6:03pm EST

Motley Fool Contributor Lou Whiteman joins the show to take a look at the defense industry and share picks for a defense stocks basket.

Basket: NOC, LHX, BAH, KTOS

Honorable Mention: GD

Other Tickers Mentioned: LMT, CACI

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Direct download: 20201105_IF_Energy.mp3
Category:Podcast -- posted at: 6:10pm EST

Take a reprieve from the election and eat your feelings with this episode of Industry Focus where the Motley Fool’s Brian Feroldi and Emily Flippen dig into the latest and greatest plant-based food company: The Tattooed Chef (TTCF). As one of the latest companies to go public via a SPAC in 2020, Feroldi and Flippen discuss the merits of this unique and vertically integrated food production company and if they’re interested in adding it to their portfolios today.

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Direct download: 20201104_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:04pm EST

In today’s episode, Host Emily Flippen and Asit Sharma take a friendly and Foolish look at the upcoming election, breaking down three scenarios: industries they believe would benefit from a Biden win, others that could benefit from a Trump reelection, and finally a company whose attractive opportunity is unchanged as a result of the election.

Stocks: AMZN, ADSK, TWTR, GOOG, NYT, CCL, CUK, RCL, NCLH, UNP, DE, MLM, CHRW, PFE, MRK

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Direct download: 20201103_IF_Election.mp3
Category:Podcast -- posted at: 3:01pm EST

In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the latest results from Visa (NYSE: V) and Mastercard (NYSE: MA), both of which saw earnings decline sharply despite strong payment volume. Plus, Square (NYSE: SQ) is reportedly trying to make a move into the tax preparation business, and two mall REITs just filed for bankruptcy as the pandemic continues. And finally, hear why Matt is keeping a close eye on Berkshire Hathaway (NYSE: BRK.A) this week while Moser is watching Bill.com (NASDAQ: BILL)

Stocks: V, MA, SQ, BRK.A, BILL 

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Direct download: 20201102_IF_Financials.mp3
Category:Podcast -- posted at: 6:23pm EST