Industry Focus

2020 is coming to an end, and we’ve got Motley Fool Contributors Jason Hall, Matt DiLallo, and Lou Whiteman joining the show to break down the year that was and look forward to what’s coming in 2021. Topics include: Headlines for Energy/Industrials in 2020, Trends that will change and stay the same in 2021, overlooked stories from 2020, our favorite stock picks (both in the energy/industrials space and outside it), and more!

AerCap Episode

Stocks Mentioned: BRK.A, BRK.B, MTCH, RDFN, LMND, GE, AER, FDX, XPO, CWEN, CWEN.A, PSX, BOMN, MGNI, TTD

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Direct download: 20201231_IF_Energy.mp3
Category:Podcast -- posted at: 3:50pm EST

Should investors buy with margin? What's going on with Bitcoin and China? What 2021 IPOs should investors have on their radars? And how should we keep our investments grounded for the next year? Join The Motley Fool’s Asit Sharma and Emily Flippen as they answer the five questions investors should ask themselves as they enter the new year.

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Direct download: 20201230_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:01pm EST

Join Brian Feroldi and Host Emily Flippen as they break down some of the best - and worst! - performing consumer goods businesses in 2020. Stocks: Kirkland's (NASDAQ: KIRK), GrowGeneration (NASDAQ: GRWG), Celsius Holdings (NASDAQ: CELH), Designer Brands (NYSE: DBI), Express (NYSE: EXPR), Royal Caribbean (NYSE: RCL), Norwegian Cruise Lines (NYSE: NCLH), Carnival (NYSE: CCL).

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Direct download: 20201229_IF_CG.mp3
Category:Podcast -- posted at: 5:54pm EST

In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look back on the most turbulent and interesting year in recent history. They discuss the year's biggest stories, companies that surprised them, CEOs who stood out, and more. Plus, we'll take a look back at the "bold predictions" article Matt published last December to see how things turned out 

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Direct download: 20201228_IF_Financials.mp3
Category:Podcast -- posted at: 6:15pm EST

It’s Christmas week, and we’ve got all the Industry Focus Hosts together to discuss the year that was 2020. Topics include: Sector headlines for 2020, Things to Watch for 2021, Investing Lessons from 2020, Things We Got Wrong, New Years Investing Resolutions, and Our Favorite Stocks Right Now.

No Industry Focus on 12/24, 12/25. Shows will resume on 12/28

Stocks Mentioned: NCNO, DOCU, AAXN, MTCH, TSLA, PTON, PYPL, SQ, XOM

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Direct download: 20201223_IF_Wildcard.mp3
Category:Podcast -- posted at: 9:31am EST

It should come as no surprise that the pandemic has accelerated growth in the pet industry. It should come as even less surprise that e-commerce pet retailers, like Chewy, have been natural beneficiaries of this growth. What may come as a surprise, however, is a recent company’s plan to IPO. Should investors be excited about PetCo’s S-1? Join Asit Sharma and Emily Flippen as they talk about Chewy’s latest quarter and if investors should be drooling over PetCo. 

Stocks: Chewy (CHWY), PetCo (N/L: WOOF)

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Direct download: 20201222_IF_CG.mp3
Category:Podcast -- posted at: 6:25pm EST

This week's installment of Industry Focus: Financials is a special one. Kevin O'Leary, Shark Tank star, entrepreneur, and financial literacy advocate joins host Jason Moser and Fool.com contributor Matt Frankel, CFP on the show to talk about his new investment app Beanstox (available on Google Play or on the App Store). O'Leary talks about why we have such a problem with financial literacy in the United States, how the COVID-19 pandemic has transformed the business world, and much more. You don't want to miss this one.

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Direct download: 20201221_IF_Financials.mp3
Category:Podcast -- posted at: 6:51pm EST

We run through the biggest winners year-to-date in the tech sector, explain what drove them to multibagger status in 2020, and debate whether the good times will continue

Stocks:  JMIA, EXPI, APPS, FVRR, OSTK, VERI

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Direct download: 20201218_IF_Tech.mp3
Category:Podcast -- posted at: 6:01pm EST

Motley Fool Senior Auto Analyst John Rosevear joins the show to break down two hot IPOs in the automotive space, Quantumscape and Luminar. We discuss Quantumscape’s recent revelation about its solid state battery technology, take a look at what Luminar is doing in Lidar, and we break down the investment prospects for both. Finally, John shares the trends he’ll be watching for in autos as we head into 2021.

Stocks Mentioned: QS, LAZR, TM, VWAGY, VLDR, INTC, GM, F, TSLA, NIO, CGRO, IPV

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Direct download: 20201217_IF_Energy.mp3
Category:Podcast -- posted at: 5:56pm EST

We unpack a recent S-1 from dialysis disruptor Outset Medical. This business is trying to bring treatment into patient homes and dramatically bring down the costs in a market worth over $70 billion.

Stocks: OM

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Direct download: 20201216_IF_Wildcard.mp3
Category:Podcast -- posted at: 6:23pm EST

Up nearly 70% in the past week alone, StitchFix’s most recent quarter has many investors feeling like they may have missed out on this e-commerce clothing retailer. But is StitchFix really fixed? Or is the sudden stock rise a product of something else entirely? Join Asit Sharma and Emily Flippen as they discuss what the future could hold for StitchFix.

Stocks: StitchFix (SFIX)

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Direct download: 20201215_IF_CG.mp3
Category:Podcast -- posted at: 6:24pm EST

In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into banking SaaS company nCino(NASDAQ: NCNO). Then, Frankel discusses why tech companies like Oracle(NASDAQ: ORCL) and Hewlett Packard (NYSE: HPE) are leaving Silicon Valley and how investors can play it. Finally, Frankel discusses why leading self-storage operator Public Storage (NYSE: PSA) is on his radar this week, while Moser has his eye on Korn Ferry (NYSE: KFY). 

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Direct download: 20201214_IF_Financials.mp3
Category:Podcast -- posted at: 5:55pm EST

Today we talk about a company that might make it a little easier to get your kids interested in investing -- Roblox!

The company is behind an immersive world and game development platform that's wildly popular with kids under 13. We talk about the company that has built itself around play and whether it's watch-list worthy once shares come public.

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Direct download: 20201211_IF_Tech.mp3
Category:Podcast -- posted at: 6:29pm EST

This week, we’re discussing Texas Pacific Land Trust and St. Joe, two of the biggest landowners in Texas and Florida, respectively. Both of these businesses have a history tracing back to famous asset bubbles from over 100 years ago. Today, TPL provides an interesting opportunity to invest in U.S. oil and gas production in the Permian Basin. Meanwhile. St. Joe allows shareholders to invest in the growing de-urbanization trend by offering exposure to coastal property under development on the Florida panhandle. Motley Fool Contributor Luis Sanchez joins the podcast this week to discuss the investing case for these two unique businesses.

Stocks Mentioned: TPL, JOE

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Direct download: 20201210_IF_Energy.mp3
Category:Podcast -- posted at: 5:56pm EST

As one of the newest companies looking to go public via a special purpose acquisition corporation, or SPAC, Butterfly Network [SPAC parent, Longview Acquisition Corp (NYSE: LGVW)] is reinventing the way we conduct ultrasounds. By replacing bulky and expensive machines with portable semiconductor based handheld devices, Butterfly Networks is looking to serve the 2/3rds of the world’s population that doesn't have access to ultrasound technology. But can this concept walk the walk? Join Brian Feroldi and Emily Flippen as they discuss if this SPAC is worth your cash.

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Direct download: 20201209_IF_Wildcard.mp3
Category:Podcast -- posted at: 5:55pm EST

Revolve’s clothing platform may not be “off-the-rack”, but can this high-end fashion retailer compete to win its Gen Z audience even during a global pandemic? Join Asit Sharma and Emily Flippen as they take a look at this small but thriving retailer. 
Revolve (RVLV), FarFetch (FTCH), Atlassian (TEAM)

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Direct download: 20201208_IF_CG.mp3
Category:Podcast -- posted at: 12:00pm EST

Financials host Jason Moser sits down with the Founder and CEO of LivePerson, Rob LoCascio. Tune in as Jason and Rob talk about BELLA and the future of banking, the state of retail and conversational AI's role, and Rob shares some thoughts on what the late Tony Hsieh meant to him in his entrepreneurial journey. To learn more about BELLA and compassionate banking visit www.bellaloves.me.

Stocks: LPSN

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Direct download: 20201207_IF__Financials.mp3
Category:Podcast -- posted at: 5:53pm EST

Don't be fooled by the odd name, this enterprise AI business is interesting.

Led by tech veteran Thomas Siebel, C3.AI gives businesses the keys to artificial intelligence and a host of industry-specific apps.

We break down the huge opportunity in front of this business, the customer concentration risks, and the things that give us confidence investing in a black box technology like AI.

Stocks: AI

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Direct download: 20201204_IF_Tech.mp3
Category:Podcast -- posted at: 5:48pm EST

Motley Fool Contributor Jason Hall joins the show to break down Exxon’s $20 billion writedown, high-flying clean energy stocks, and when (and when not) to buy the dip in a stock that’s been beaten down and to buy stocks trading at their highs. 

Stocks Mentioned:  XOM, BE, PLUG, BLDP, FCEL, BLNK, SBE, TPIC, MTCH

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Direct download: 20201203_IF_Energy.mp3
Category:Podcast -- posted at: 5:54pm EST

Wildcard Wednesday host Jason Moser and MyWallSt Head Analyst Rory Carron dive into the subscription economy. Markets including media, retail, and insurance present some compelling opportunities for investors. There are even a few IPOs on the horizon worth watching as well as areas to avoid.

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Direct download: 20201202_IF_Wildcard.mp3
Category:Podcast -- posted at: 3:00pm EST

The combined sales of Black Friday and Cyber Monday in 2020 are shaping up to be the biggest shopping day in recent history. At the same time, the United States is facing unprecedented unemployment and uncertainty. What should consumer good investors make of this shopping holiday? And is Black Friday really dead?

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Direct download: 20201201_IF_CG.mp3
Category:Podcast -- posted at: 5:52pm EST