Healthcare, technology, energy, consumer goods, and more. Every day Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.
Introducing the New Motley Fool Money
We're moving over to a new show! Here's a sneak peek of what to expect when Motley Fool Money goes daily on January 5, 2022. Subscribe here on Spotify Subscribe here on Apple Podcasts
12/31/2021 • 1 minute, 59 seconds
Wildcard: The Stocks We've Learned the Most From
Nick, Emily, Jason, and Dylan get together to talk through the companies they've learned the most from, the stocks they've sold recently (and why!) and also where you can catch all of them with The Motley Fool's new audio offering in 2022. Stocks: MELI, SHOP, GME, BBY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/22/2021 • 25 minutes, 33 seconds
CG: The Long Goodbye
In this last iteration of Industry Focus Consumer Goods (don’t worry - we’re just moving to Motley Fool Money!), Emily Flippen and Asit Sharma revisit their 2021 consumer goods basket as well as reflect on lessons learned from investing in the industry at large. Stocks: Grocery Outlet (GO), Peloton (PTON), Beyond Meat (BYND), Dollar General (DG), and Sleep Number (SNBR) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/21/2021 • 25 minutes, 41 seconds
Financials: Regulators Take a Closer Look at Buy Now Pay Later
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool contributor Dan Caplinger. Tune in as they discuss why regulators are taking a closer look at the buy now pay later space. Then they wrap up the show with a listener question on where to put non-stock portfolio cash. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/20/2021 • 20 minutes, 28 seconds
Tech: 2021 IPO Recap
We revisit all the new companies we talked about in 2021, look at the landscape of the IPO market in general, and zoom in on some of the most interesting debuts from the year. Stocks: OLO, KNBE, GLBE Listener survey: https://www.foolinsights.com/se/04BD76CC18830996 Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/17/2021 • 26 minutes, 39 seconds
Energy: 2021 Year-in-Review + 2022 Predictions
Jason Hall and Matt DiLallo join the show to break down the defining energy themes of 2021 and share their predictions for 2022 Stocks Mentioned: PSX, DAR, VLO, KMI, WMB, ET, GTLS, BP, TTE, XOM, CVX, BKR, DVN, PXD, COP, EOG, TPIC, BAM Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/16/2021 • 26 minutes, 11 seconds
Wildcard: BICO, Bioprinting, and Bioconvergence
We get back to Wednesday's healthcare roots with a rundown on BICO Group, a Sweden-based business that enables researchers and scientists to model, build, test, analyze and observe 3-D printed cells, tissues and organs. This company helps researchers reduce the time and cost of identifying potentially efficacious drugs and can help provide initial results on whether drug compounds are safe and effective before having to test them on animals or humans. We talk through the huge implications it could have for research in life sciences and personalized medicine and try to clear up some of the jargon around the company. Stocks: (OM:BICO) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/15/2021 • 26 minutes, 3 seconds
CG: The Business of Haircare
Olaplex is a nearly $17 billion dollar hair care business that has made its name by combining science with influence. But does this recent IPO have what it takes to be the next best consumer goods business? Join Motley Fool analysts Sanmeet Deo and Emily Flippen as they discuss the tailwinds and challenges of investing in haircare. Stocks: Olaplex Holdings (NASDAQ: OLPX) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/14/2021 • 26 minutes, 1 second
Financials: 5 Bold Predictions For 2022
In this week's edition of Industry Focus: Financials, we take a look back at the stock market predictions Fool.com contributor Matt Frankel made in December of last year and see how he did. And then, Matt and host Jason Moser discuss his 2022 predictions and why he thinks they have a good chance of actually happening. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/13/2021 • 18 minutes, 54 seconds
Tech: 3 Tech Monopolies Not Named Facebook
We talk through the natural and curated monopolies that exist in the tech landscape and use three companies -- Alphabet, VeriSign, and Axon -- to explore the traits of businesses with incredibly strong market position and why they're so attractive. Stocks: AXON, GOOG, GOOGL, VRSN Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/10/2021 • 25 minutes, 42 seconds
Energy: EV News (Chips, Batteries, SEC Investigations, and More!)
John Rosevear joins the show to break down the latest EV headlines. Stocks Mentioned: INTC, F, GFS, STLA, GM, TM, TSLA, LCID Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/9/2021 • 23 minutes, 1 second
Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder
Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/8/2021 • 21 minutes, 26 seconds
CG: Can Brilliant Earth be a Brilliant Stock?
Brilliant Earth is a digitally native jewelry business looking to redefine the shopping experience for engagement rings. But will consumers take to this digital experience? Join Asit Sharma and Emily Flippen as they discuss one of the newest jewelry businesses on the market today. Stocks: Brilliant Earth Group (NASDAQ: BRLT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/7/2021 • 28 minutes, 53 seconds
Financials: A Look at Nubank's Upcoming IPO
Brazilian fintech Nubank is set to go public at a valuation of as much as $40 billion. In this week's episode of Industry Focus: Financials, Jason Moser and Matt Frankel dig into Nubank -- what the company does, how has it grown, what is its market opportunity? Could this Buffett-backed fintech be a good fit for your portfolio? Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/6/2021 • 21 minutes, 20 seconds
Tech: Dealing with Downturns
High growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on straight while seeing so much red. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL, FB, Z, PLTR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/3/2021 • 26 minutes, 23 seconds
Energy: Finding Riches in Niches with XPEL
Motley Fool Analyst Auri Hughes joins the podcast to discuss XPEL, a rapidly growing business providing paint and window protection films to the automotive industry, among other applications. Stocks Mentioned: XPEL, MMM Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/2/2021 • 23 minutes, 26 seconds
Wildcard: The One Mid-Cap You'd Have to Pry from my Cold, Dead Hands in 2022
Heading into the final month of the year, join Brian Stoffel as he shares with host Emily Flippen the one mid cap stock you’d have to pry from his cold, dead, hands. Stocks: Axon (NASDAQ: AXON) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/1/2021 • 26 minutes, 49 seconds
CG: Chowing down on Chobani
Chobani is one of the most popular yogurt brands across the United States, but it's founder-led management team has a much bigger vision for its brand. As a consumer products leader for conscious consumers, how much of Chobani's growth is still yet to be found? Join Asit Sharma and Emily Flippen as they discuss this recent S-1 filing. Stocks: Chobani (to be listed NASDAQ: CHO) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/30/2021 • 25 minutes, 36 seconds
Financials: An Interview With Lemonade Co-Founder Daniel Schreiber
Insurance disruptor Lemonade (NYSE: LMND) may not be one of the year's best stock performers, but there are big things happening in the business that could drive serious long-term shareholder value. In this special episode of Industry Focus: Financials, Lemonade's co-founder and co-CEO Daniel Schreiber joins Fool.com contributor Matt Frankel to discuss how the business has reached this point, why the Lemonade Car rollout is so exciting, and much more. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/29/2021 • 30 minutes, 35 seconds
Wildcard: How Nuvei Is Modernizing Payments with Nuvei Founder Phil Fayer
Nuvei Founder, Chairman, and CEO Phil Fayer joins Fool Canada Analyst Nate Parmelee and Industry Focus Host Nick Sciple to discuss how Nuvei is working to achieve its purpose “to make our world a local marketplace.” Stocks Mentioned: NVEI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/24/2021 • 28 minutes, 29 seconds
CG: Can Salads be the Next Burrito?
In his Industry Focus debut, Motley Fool Analyst Sanmeet Deo joins Emily Flippen to look at fast casual salad chain Sweetgreen to help determine if investors should take a big bite out of this mouthwatering opportunity. Stocks: Sweetgreen (NYSE: SG) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/23/2021 • 27 minutes, 32 seconds
Financials: Are Bill.com and Lemonade Good Buys Now?
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a closer look at two stocks they bought last August, Lemonade (NYSE: LMND) and Bill.com (NASDAQ: BILL). Matt and Jason will dig into the stock performance of each one, how the businesses are doing, and more, to determine whether these stocks are still worth buying today. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/22/2021 • 23 minutes, 16 seconds
Tech: UserTesting's S1
Ever wonder what customers actually think of the unboxing process, or where shoppers get stuck during check out on your site? UserTesting is a company focused on collecting customer insights for businesses to improve the usability of their products. Shares of the company just hit the market, and in this episode, we break down how this business is a huge beneficiary of where the world is going and how they'll have to educate the market to meaningfully grow. Stocks: USER Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/19/2021 • 26 minutes, 59 seconds
Energy: Stem and the Future of Battery Storage
Jason Hall joins the show to take a look at Stem, Inc. and how it’s using software to stand out in the emerging market for battery storage technology. Stocks Mentioned: STEM, TSLA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/18/2021 • 27 minutes, 28 seconds
Wildcard: Bird is the Word?
We get a first look at recent SPAC debut Bird Global, the company known for its e-scooters and last mile mobility options.We talk through how changes to the company's fleet management has dramatically changed the Bird's financials over the past few years and how the company stacks up to more robust mobility offerings from Lyft and Uber. Stocks: BRDS, UBER, LYFT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/17/2021 • 27 minutes, 7 seconds
CG: The Controversy Nextdoor
Nextdoor may be the most controversial business to go public since WeWork’s failed listing, however, can Nextdoor’s new and experienced management team turn around this business given its history of bad publicity? Join Asit Sharma and Emily Flippen as they discuss if Nextdoor’s product is really better than you may think. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/16/2021 • 28 minutes, 21 seconds
Financials: SoFi, Boston Omaha, and Marqeta Earnings Review
In this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP®, and host Jason Moser dig into a trio of financial sector earnings. First, the pair talks about the latest results from high-growth fintech SoFi (NASDAQ: SOFI), and then pivots to slow-and-steady compounder Boston Omaha Corporation (NASDAQ: BOMN). Last but certainly not least, Frankel and Moser take a look at the latest numbers from card payment specialist Marqeta (NYSE: MQ). Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/15/2021 • 21 minutes, 7 seconds
Tech: Palantir, DataDog, The Trade Desk
We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk. Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders. Stocks: TTD, DDOG, PLTR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/12/2021 • 22 minutes, 45 seconds
Energy: How Kornit Digital is Revolutionizing Fashion
Kornit Digital CEO Ronen Samuel joins the show to share how Kornit’s print-on-demand technology is ushering in a new era of sustainable, on-demand, digital fashion Stocks Mentioned: KRNT, AMZN, BOO.L Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/11/2021 • 26 minutes, 35 seconds
Wildcard: Digging Into Expensify's IPO
On this week’s episode of Industry Focus: Wildcard host Jason Moser sits down with Motley Fool Ventures Partner Brendan Mathews. Tune in as they take a closer look at the business of Expensify as it makes its debut as a publicly traded company! Stocks: EXFY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/10/2021 • 25 minutes, 32 seconds
CG: Life Time is Getting Back in Shape
After a dismal quarter from Peloton, investors seem convinced that fitness trends may be shifting back to pre-pandemic norms. Life Time Fitness is looking to capitalize on this sentiment by attracting members back to its resort-like gyms. However, does this old company revisiting public markets have the financial fortitude for your portfolio? Join Asit Sharma and Emily Flippen as they discuss in today’s show. Stocks: Life Time Group Holdings (NYSE: LTH) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/9/2021 • 27 minutes, 22 seconds
Financials: 5 Earnings Reports You Need to Hear About
In this week's Industry Focus: Financials, Matt and Jason discuss the recent earnings reports from some of our favorite companies. They start with Square (NYSE: SQ), which declined after earnings despite strong results, and then pivot to retail REITs Simon Property Group (NYSE: SPG) and Tanger Factory Outlet Centers (NYSE: SKT). Then, they give a quick take on Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest results before ending with Zillow's (NASDAQ: Z)(NASDAQ: ZG) disappointing news. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/8/2021 • 25 minutes, 42 seconds
Tech: Peloton, Pinterest, Roku Earnings
Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies. We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why. Stocks: ROKU, PINS, PTON
11/5/2021 • 28 minutes, 55 seconds
Energy: The Future of Home Rental with Invitation Homes Co-Founder Dallas Tanner
Invitation Homes Co-Founder, President, and CEO joins Industry Focus Host Nick Sciple and Motley Fool Canada Advisor Iain Butler to discuss how the rental home industry has changed in the past decade, how Invitation Homes has grown to become America’s largest home lessor, and where the company and its market are headed over the next 5 years. Stocks Mentioned: INVH, TSX:TCN Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/4/2021 • 32 minutes, 23 seconds
CG: Diving into SEMrush
SEMrush is an online visibility management platform looking to become the new standard for marketing and search engine optimization worldwide. Join the Motley Fool’s Brian Stoffel and host Emily Flippen as they dive into this recent IPO on today’s Wildcard Wednesday show. Stocks: SEMrush Holdings (SEMR)
11/3/2021 • 26 minutes, 43 seconds
Run from The Runway
Rent the Runway is looking to invent a designer cloud-based wardrobe for fashionistas across the world, but it’s financial picture paints a slightly different story. Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss the challenging business of resale and renting and if Rent the Runway has what it takes to turn business around. Rent The Runway Ticker: RENT.
11/2/2021 • 26 minutes, 41 seconds
Financials: Mastercard, Visa, and Robinhood Earnings Review
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Motley Fool analyst Jason Hall. Tune in as they take a look at the most recent earnings reports from Mastercard, Visa, and Robinhood!
11/1/2021 • 26 minutes, 39 seconds
Tech: Spotify and Alphabet Soar
We run through the strong earnings results from music streamer Spotify and ad giant Alphabet. Tune in for breakdowns on how we're even more confident in Spotify's ad strategy after pouring through the results, and how Google properties continue to defy the law of large numbers. Also, we touch on the Pinterest/PayPal deal that wasn't. Stocks: SPOT, GOOG, GOOGL, PINS, PYPL
10/29/2021 • 29 minutes, 34 seconds
Energy: Defense Earnings Roundup
Description: Motley Fool Contributor Lou Whiteman joins the show to take a look at earnings reports from Lockheed Martin, Northrop Grumman, and General Dynamics, as well as the overall state of the defense industry today. Stocks Mentioned: LMT, NOC, BA, GD Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/28/2021 • 25 minutes, 54 seconds
Wildcard: The Business of Remittances with Moneygram CEO Alex Holmes
Moneygram CEO Alex Holmes joins Industry Focus Host Nick Sciple and Motley Fool Contributor Luis Sanchez to take a look at the international remittance market (AKA sending money across borders), how cryptocurrency is playing a role in the market, and more! Stocks Mentioned: MGI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/27/2021 • 36 minutes, 33 seconds
CG: The Business of Candy
Get in the spirit for Halloween by joining Motley Fool analysts Asit Sharma and Emily Flippen as they break down the business of candy in today's episode of Industry Focus. Stocks: Tootsie Roll (TR), Nestle (NSRGY), Mondelez (MDLZ), Berkshire Hathaway (BRK.B) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/26/2021 • 27 minutes, 53 seconds
Financials: An Interview With Howard Hughes Corporation CEO David O'Reilly
In this week's show, Fool.com contributor Matt Frankel, CFP®, sits down with David O'Reilly, CEO of The Howard Hughes Corporation (NYSE: HHC), one of the most interesting and unique real estate companies in the market. You'll hear what the company does, where O'Reilly sees the biggest opportunities, why the master-planned community business is so attractive, and much more. Stocks: HHC Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/25/2021 • 30 minutes, 7 seconds
Tech: PayPal + Pinterest = PayPin? PinPal?
We talk about the rumor of the week -- Paypal's late stage talks to acquire Pinterest. The move would be a reach outside the payment company's core competency, but could unlock better monetization opportunities for Pinterest and give PayPal some digital real estate to explore marketplace and commerce activity. We're shareholders of both and talk about why the deal makes sense, why it might not make sense, and what to keep in mind if a company you own is getting bought. Stocks: PINS, PYPL Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/22/2021 • 26 minutes, 12 seconds
Energy: The Future of the Warehouse with Mark Manduca, Chief Investment Officer at GXO Logistics
Special Guest Mark Manduca, Chief Investment Officer at GXO Logistics, joins the show to discuss GXO and how e-commerce, automation, and outsourcing are reshaping how companies get their products to market. Stocks Mentioned: GXO Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/21/2021 • 33 minutes, 39 seconds
Wildcard: WeWork 2.0
WeWork will finally hit the public markets after BowX Acquisition Corp (BOWX) shareholders voted to bring the company public via SPAC. The company coming to the public markets looks a bit different than the one that pulled its IPO in 2019. We compare WeWork then and now, talk about leadership changes, the potential for the new WeWork, and the company's more realistic valuation. Stocks: BOWX, WE Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/20/2021 • 27 minutes, 47 seconds
CG: Is NerdWallet Worth $5 Billion?
Personal finance site NerdWallet has filed a prospectus to go public, with reports indicating it could seek up to a $5 billion valuation. What should investors think about this business model? Join Asit Sharma and Emily Flippen as they discuss another upcoming IPO. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/19/2021 • 26 minutes, 52 seconds
Financials: Big Banks 3Q Earnings Review
Earnings season is now underway, and we've seen the latest numbers from all of the big U.S. banks. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss third quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), Citigroup (NYSE: C), and Goldman Sachs (NYSE: GS). Hear which bank had the best quarter, and what stocks Jason and Matt are keeping an eye on this week. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/18/2021 • 25 minutes, 24 seconds
Tech: Informatica, Informally
We take a listener suggestion and look at Informatica, a company that makes it easy for businesses to use AI to integrate, manage, and parse data so that customers can do something useful with it. The name might be familiar to long-time tech investors -- it was public for over 15 years before being taken private. We explain the company's history, transition to the subscription model, and leadership changes as it prepares for a second act on the market. Stocks: INFA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/15/2021 • 27 minutes, 36 seconds
Energy: Foolishly Investing in Renewable Energy
Jim Mueller, Advisor for The Motley Fool’s Energy Insider service, joins the show to share his approach to investing in renewable energy. Stocks Mentioned: SHLS Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/14/2021 • 25 minutes, 1 second
Wildcard: Interview with The Glimpse Group CEO Lyron Bentovim
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Co-Founder and CEO of The Glimpse Group Lyron Bentovim. Tune in as they talk about the company's unique strategy, how AR and VR are being used across industries, and what's the deal with the metaverse? Stocks: VRAR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/13/2021 • 21 minutes, 6 seconds
CG: iFit is Getting in Shape for Public Markets
Peloton-rival iFit is a decades-old business looking to reinvent itself as the leader in connected at-home fitness. But how does its metrics stack up in the crowded industry? Join Asit Sharma and Emily Flippen as they breakdown iFit’s S-1 in anticipation of a potential future listing. Stocks: Peloton (PTON), iFit (N/L: IFIT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/12/2021 • 27 minutes, 52 seconds
Financials: Looking Ahead to Third Quarter Bank Earnings
With bank earnings set to start hitting the wire this week, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a look back at how the major U.S. banks fared in the second quarter. They also take a look at some of the biggest news stories about JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo(NYSE: WFC), and give a rundown of what they'll be watching in the third quarter results. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/11/2021 • 21 minutes, 53 seconds
Tech: Price Targets, Resources, PFOF
We dip into the mailbag and tackle topics like analyst price targets, the best resources for new tech investors, and the hot button issue of payment for order flow and how it affects incentives between brokers and market makers. Stocks: MSFT, AAPL, HOOD Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/8/2021 • 29 minutes, 31 seconds
Energy: What to Do with Fossil Fuel
Jason Hall and Tyler Crowe join the show to dive into where we sit in the energy capital cycle and share a handful of stock picks that could be winners in fossil fuels over the next several years. Stocks Mentioned: FANG, PSX, TTE, CNQ Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/7/2021 • 28 minutes, 47 seconds
Wildcard: De-risking Fraud with Riskified
Riskified is an eCommerce management system that allows businesses to outsource the risk of fraud associated with digital purchases. Join the Motley Fool’s Brian Stoffel as he breaks down the business model, Riskified’s proprietary AI system, and its risks in today’s episode. Stocks: Riskified (RSKD) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/6/2021 • 28 minutes, 16 seconds
CG: Peeking at the Future for Eyewear
Warby-Parker is one of the most successful direct-to-consumer eyewear specialists in the world. Join Motley Fool analysts Asit Sharma and Emily Flippen as they frame up what success could look like for this recently public company in the future. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/5/2021 • 26 minutes, 41 seconds
Financials: Google Abandons Its Banking Plans, and (Surprise) Homes Are Getting Less Affordable
We recently learned that Google (NASDAQ: GOOGL)(NASDAQ: GOOG) is abandoning plans to create its own bank accounts, and Industry Focus host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what investors need to know. Also, despite rising wages and lower interest rates, home affordability in the U.S. is at its worst level since the financial crisis. And finally, Frankel discusses why SoFi (NASDAQ: SOFI) is the stock he's most excited to read third quarter earnings from in the coming weeks. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/4/2021 • 23 minutes, 15 seconds
Tech: Blend's CEO Nima Ghamsari
Earlier this summer, we broke down Blend Labs S1 and explained the company's role as the infrastructure for financial services industry. CEO Nima Ghamsari joined the show to talk about how the company fits into the financial services ecosystem and why he thinks the usage-based software model is the future. Stocks: BLND Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/1/2021 • 29 minutes, 27 seconds
Energy: Under-the-Radar Aerospace Stocks
Lou Whiteman joins the show as we answer a question from the listener mailbag and take a look at 3 under-the-radar aerospace stocks Stocks Mentioned: HWM, BLL, HEI, TDG, BRK.A, BRK.B, HXL Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/30/2021 • 22 minutes, 28 seconds
Wildcard: Daniel Yergin on the New Map for Energy
Pulitzer prize winning author and renowned expert in energy and international relations returns to the show to discuss the state of energy markets and his book The New Map: Energy, Climate, and the Clash of Nations . Topics include: surging oil prices, natural gas shortages, China’s energy crunch, and more. Stocks Mentioned: TSLA, BP Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/29/2021 • 26 minutes, 59 seconds
CG: Can On Holdings Get its Foot in the Door?
Did you think we were done with footwear IPOs? Think again! The market is hot for performance apparel, and On Holdings is the newest public business looking to capitalize. Join Asit Sharma and Emily Flippen as they continue the footwear discussion in today’s episode over On Performance running shoes. Stocks: On Holdings AG (NYSE: ONON) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/28/2021 • 28 minutes, 24 seconds
Financials: Digging Into Recent Fintech IPO Remitly
Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a deep dive into Remitly (NASDAQ: RELY), a cross-border payments company that just went public last week. The paid discusses what Remitly does, how it makes money, its market opportunity, and much more, so check out the discussion to see if it could be a stock to put on your radar. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/27/2021 • 22 minutes, 27 seconds
Tech: What Do The Apps Say?
We take a look at other industries through the lens of the app store to explore how mobile apps fit into the direction and strategy for companies. Plus, Dylan explaining the obvious aha moment of the phone being the remote control for his life. Stocks: CMG, SBUX, MCD, UBER, ETSY, SQ Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/24/2021 • 30 minutes, 52 seconds
Energy: EV News Update (Lucid, Rivian, Ford, GM, China, and more!)
Motley Fool Auto Analyst John Rosevear returns to the podcast to break down EV stories, including Lucid’s 520-mile range vehicle, Rivian’s EV truck beginning production, Ford’s deal with Tesla’s former CTO, and more! Stocks Mentioned: LCID, F, GM, NIO, XPEV, TSLA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/23/2021 • 27 minutes, 59 seconds
Wildcard: Breaking Down CRISPR Technology
Tune in for Motley Fool Advisor Karl Thiel’s debut on Industry Focus as our resident biotech expert discusses the advances and challenges of CRISPR gene-editing technology, as well as how investors should be thinking about the space. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/22/2021 • 19 minutes, 4 seconds
CG: AllBirds is Soaring into Public Markets
As a sustainable footwear brand with a cult following, AllBirds has reinvented what it means to be a digitally native apparel retailer. In this episode of Industry Focus, Motley Fool Analysts Asit Sharma and Emily Flippen take a look through AllBird’s S-1 to determine if the business has more staying power beyond it’s high-end brand. Stocks: AllBirds (to be listed: BIRD)
9/21/2021 • 30 minutes, 58 seconds
Financials: A Deep Dive Into Compass
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at real estate disruptor Compass (NYSE: COMP), which went public earlier this year. Hear Jason and Matt talk about what compass does, its strengths, the management team, and whether it can have a bright future even as iBuying gains traction.
9/21/2021 • 23 minutes, 48 seconds
Tech: Toast to Toast?
We talk about a sneaky-big tech company helping restaurants take their operations and systems digital -- Toast! Listen in for a breakdown of how the company has grown from a humble point-of-sales solution into a robust offering aimed at making life easier for restaurateurs, staff, and customers. Stocks: TOST Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/17/2021 • 27 minutes, 6 seconds
Energy: Solar Energy’s 'Growthery' Future
Jason Hall joins the podcast to discuss the Department of Energy’s Solar Futures Study and discuss ways to invest in solar energy’s future. Stocks Mentioned: FSLR, SEDG, ENPH, CWEN, CWEN.A, NEP, BEP, BEPC Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/16/2021 • 27 minutes, 46 seconds
Wildcard: Investing in China with Esoterica Capital Senior Analyst Kai Zhang
Wildcard Wednesday host Jason Moser sits down with Esoterica Capital Senior Analyst Kai Zhang. Tune in as they talk about the current regulatory environment in China, how investors should view opportunities in the region and much more! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/15/2021 • 29 minutes, 11 seconds
CG: America's Favorite Publicly Traded Convenience Store
Casey's General Store is a midwestern favorite, serving fuel, food, and groceries to rural and suburban communities across sixteen states. But is Casey's the best convenience store, or just the only one available? Join Emily Flippen and Asit Sharma as they break down this classic retailer and discuss what the future may hold for its business. Stocks: Casey's General Store (CASY) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/14/2021 • 23 minutes, 59 seconds
Financials: Affirm's Stellar Quarter and PayPal's Own Buy-Now-Pay-Later Ambitions
On the heels of its recently-announced partnership with Amazon (NASDAQ: AMZN), buy-now-pay-later company Affirm (NASDAQ: ARFM) just released some pretty impressive results. And elsewhere in the BNPL space, PayPal (NASDAQ: PYPL) just announced its acquisition of a leader in the Japanese market that could have global implications for the business. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, each discuss a stock they have on their watch list right now. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/13/2021 • 26 minutes, 13 seconds
Tech: Freshworks, Fresh S1?
We dig into helpdesk and CRM software company Freshworks. After having a subpar customer experience a decade ago, CEO Girish Mathrubootham built a tool to help businesses better manage and centralize their customer interactions. We talk about the company's torrid growth and the competition it might face from the big dogs. Stocks: FRSH Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/10/2021 • 25 minutes, 4 seconds
2000th Episode Special
ll the Industry Focus hosts come together to celebrate the 2000th episode of the podcast. Topics include lessons learned from the podcast, the story that made the biggest impact on the hosts, most recent stock buys, and more! Stocks Mentioned: GME, TSLA, GTLS, AI, SPOT, NNI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/9/2021 • 29 minutes, 23 seconds
Wildcard: The Longview on Heartflow
Today we explore a tech company focused on heart health -- HeartFlow! The company uses medical imaging to create more complete models of patient cardiovascular systems, a non-invasive technology aimed are improving treatment and reducing unnecessary procedures and costs. The SPAC is set to come public later this year, tune in to find out if we'll be buying. Stocks: LGV, HFLO Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/8/2021 • 27 minutes
CG: Should You Take a Stake in the Business of Outdoor Grilling?
Weber is the preeminent decades-old outdoor grilling business that enthusiasts love. Traeger is the up-and-coming disruptor looking to convert every grill master into a wood pellet grill owner. Which of these newly public businesses is setting itself a part from the competition? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss these questions and more in today’s episode. Stocks: Weber (WEBR), Traeger (COOK) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/7/2021 • 31 minutes, 27 seconds
Tech: 3 Stocks We Just Bought
We talk our own book on today's show, bringing you three different companies we've added to our own portfolios over the past few weeks. Tune-in for breakdowns on Spotify's ad business, why Lemonade not taking Jason as a customer on was a good thing, and how Etsy is keeping e-commerce crafty. Stocks: SPOT, ETSY, LMND Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/3/2021 • 28 minutes, 34 seconds
Energy: Desktop Metal CPO Arjun Aggarwal Talks 3D Printing
Desktop Metal CPO Arjun Aggarwal joins the show to discuss 3D printing and Desktop Metal’s aim to help it cross the chasm from prototyping parts to full-scale mass production. Stocks Mentioned: DM Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/2/2021 • 30 minutes, 49 seconds
Wildcard: Ziprecruiter IPO Breakdown
Asit Sharma joins the show to break down Ziprecruiter’s direct listing Stocks Mentioned: ZIP Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/1/2021 • 27 minutes, 50 seconds
CG: Humbling Ourselves with Retail Earnings
Motley Fool analysts Asit Sharma and Emily Flippen break down two recent retail earnings reports and discuss how the businesses are performing, their expectations for the future, and where they’ve each gone wrong in their past analysis. Stocks: Dicks Sporting Goods (DKS), Best Buy (BBY) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/31/2021 • 27 minutes, 34 seconds
Financials: 2 Fintech Stocks That Soared This Week
In this week's installment of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss why Bill.com's (NYSE: BILL) earnings sent the already high-flying stock soaring. Plus, Affirm (NASDAQ: AFRM) wins the buy-now-pay-later lottery with a new partnership with Amazon.com (NASDAQ: AMZN). We'll break down the key takeaways from these stories and much more! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/30/2021 • 24 minutes, 12 seconds
Tech: Crypto + A Foolish Portfolio
This episode features a session from our recent member event FoolFest! Motley Fool Germany analyst Bernd Schmid walks host Kate Herman through his outlook on crypto -- the opportunity, most interesting applications, and how to tell pretenders from contenders as investment opportunities. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/27/2021 • 31 minutes, 5 seconds
Energy: Home Depot + Lowe’s Earnings
Motley Fool Analyst John Rotonti returns to the show to take a look at Home Depot and Lowe’s recent earnings reports. Stocks Mentioned: HD, LOW Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/26/2021 • 25 minutes, 53 seconds
Wildcard: Hims and Hers
Today we go into a consumer brand and telehealth provider: Hims and Hers. They've developed direct relationships with consumers, making it easier to access generic drugs and wellness products in the men's and women's health space. They're expanding into new segments, including mental health, while bringing down barriers. We talk about how this model has lead to ridiculously high margins, but also competition, and how we're looking at the company's prospects. Stocks: HIMS Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/25/2021 • 33 minutes, 38 seconds
CG: Checking in on the Fashion E-Tailers
From luxury goods to second-hand resale, online retailers can do it all. But how are they faring mid-year? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss some of the most popular fashion e-tailers on the market. Stocks: Poshmark (POSH), Revolve (RVLV), ThreadUp (TDUP), FarFetch (FTCH), The RealReal (REAL)
8/24/2021 • 26 minutes, 23 seconds
Financials: Robinhood Earnings and a SPAC Disappointment
Here's the top stories from the financial sector this week. Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, dig into the first earnings report Robinhood (NASDAQ: HOOD) has issued as a public company. Also, we recently learned Wells Fargo (NYSE: WFC) reversed course on a not-so-popular adjustment to its business, and Matt thinks it's a welcome change. Finally, Bill Ackman's mega-SPAC Pershing Square Tontine Holdings (NYSE: PSTH) has made a major strategy change, and it could be time for investors to move on.
8/23/2021 • 22 minutes, 46 seconds
Tech: Free Investing Tools
Today we take a break from talking about specific companies to loop listeners in on our go-to free resources for information on companies. We give a rundown of our favorite primary and secondary resources for information and spend some time talking about the decision that leveled the playing field for the average investor. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/20/2021 • 33 minutes, 54 seconds
Energy: Palantir Earnings
Lou Whiteman joins the show to take a look at Palantir earnings, their gold purchase, and more! Stocks Mentioned: PLTR, BAH, SAIC, LDOS Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/19/2021 • 24 minutes, 27 seconds
Wildcard: Interview with Latch Co-Founder and CEO Luke Schoenfelder
Wildcard Wednesday host Jason Moser sits down with Latch co-founder and CEO Luke Schoenfelder. Tune in as they talk about Latch's most recent quarterly results, the opportunities the company is focused on going forward, and much more! LTCH Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/18/2021 • 21 minutes, 26 seconds
CG: Going Bananas for Dole
As a global leader in fresh fruit and vegetables, Dole is headed to public markets (and is planning on bringing a long history of dividends with it). Join Asit Sharma and Emily Flippen as they discuss the business of produce and if Dole is an attractive investment to consider for dividend and growth investors alike. Stocks: Dole (NYSE: DOLE) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/17/2021 • 26 minutes, 42 seconds
Financials: Earnings From 2 Of Our Favorite Small Caps and More
In this week's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser dig into the latest results from Boston Omaha (NASDAQ: BOMN) and Latch (NASDAQ: LTCH), two of their favorite small cap stocks to follow. Plus, Frankel gives his take on the merger of top gaming REITs VICI Properties (NYSE: VICI) and MGM Growth Properties (NYSE: MGP). Finally, you'll hear why Frankel is keeping an eye on 23andMe (NASDAQ: ME) this week, while Moser is looking at fintech disruptor SoFi (NASDAQ: SOFI). Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/16/2021 • 21 minutes, 25 seconds
Tech: Wix, Squarespace, Trade Desk
We've got quarterly updates from companies we've talked about plenty on the show -- Squarespace, Wix, and The Trade Desk.In the show, we explore the stellar results from each business, and why they didn't seem to matter to the market. Stocks: TTD, SQSP, WIX Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/13/2021 • 25 minutes, 51 seconds
Energy: How Procore Is Changing Construction (w/ Founder and CEO Tooey Courtemanche)
Procore, a leading provider of construction management software, recently came public back in May 2021. Today, Procore Founder and CEO Tooey Courtemanche joins the show to share how Procore is bringing construction into the 21st century. Stocks Mentioned: PCOR, SHOP, SNOW, MSFT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/12/2021 • 31 minutes, 48 seconds
Wildcard: PLBY Not Playboy w/ PLBY Group CEO Ben Kohn
PLBY Group CEO Ben Kohn joins the show to discuss how he and his team are transforming Playboy from a content company focused on selling to men into a lifestyle brand primarily selling products to women. Stocks Mentioned: PLBY, VSCO Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/11/2021 • 27 minutes, 25 seconds
CG: Is DLO more JLo or Oh-no?
dLocal is one of the newest global payment processors to excite investors with its public offering. But does dLocal have the chops to succeed in an increasingly competitive space? Join Asit Sharma and Emily Flippen as they discuss if DLO’s risks outweigh its returns. Stocks: dLocal (NASDAQ: DLO) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/10/2021 • 46 minutes, 5 seconds
Financials: Berkshire Hathaway's Business Bounces Back
On this week's episode of Industry Focus: Financials, host Jason Moser and longtime Fool.com contributor Matt Frankel, CFP, dive into Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) latest earnings and the key points investors need to know. Also, Matt and Jason answer a listener question about using bonds as an alternative to savings accounts, and they give listeners two stocks to watch in the coming week and beyond. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/9/2021 • 25 minutes, 29 seconds
Tech: Fiverr Slumps, MercadoLibre Keeps Rolling
The two companies went in opposite directions after reporting strong results. We talk through why the freelance marketplace operator and Latin American e-commerce giant are both doing just fine. Stocks: MELI, FVRR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/6/2021 • 28 minutes, 39 seconds
Energy: Biden's EV Executive Order & Big Auto Earnings
Nick Sciple and John Rosevear break down Biden's EV executive order and take a look at earnings for Ford, GM, BMW, Ferrari, and more! Stocks: F, GM, BMWYY, RACE, TSLA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/5/2021 • 38 minutes, 45 seconds
Wildcard: Should Investors Pick Apart AppHarvest?
As one of the newest businesses at the forefront of AgTech, AppHarvest (APPH) has the ambitious goal to revolutionize the way the United States supplies its produce. Join Motley Fool analysts Clay Bruning and Emily Flippen as they present their bullish and bearish thesis for the business and discuss if the risks are worth the reward. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/4/2021 • 30 minutes, 1 second
CG: Seltzer and Stocks
Last week proved to be a week of reckoning for many consumer-facing brands, including Boston Beer and Pinterest who each saw their stocks cut by a quarter after weaker-than-expected earnings reports. Has the market overreacted to these stock market darlings? Or was their decline on lofty valuations inevitable? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss. Stocks: Boston Beer (SAM), Constellation Brands (STZ), Pinterest (PINS), Upwork (UPWK) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/3/2021 • 44 minutes, 59 seconds
Financials: PayPal, Square, and 3 New SPAC Deals to Watch
Earnings season is now well underway, and not only have we heard from two of our favorite fintech heavyweights, PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), but we also learned that Square is making a monster acquisition. Plus, Fool.com contributor Matt Frankel, CFP, discusses three recently announced SPAC deals he's watching -- Nextdoor, Vacasa, and Sky Harbour. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/2/2021 • 37 minutes, 24 seconds
Tech: Checking in on Pinterest, Upwork and Microsoft
It's earnings season and we're catching up on new results from some heavily followed Fool stocks. We explore the numbers behind Pinterest's 20% dip post earnings, how Upwork is finding accelerating growth, and why Microsoft could become the world's largest company some day. Stocks: PINS, UPWK, MSFT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/30/2021 • 39 minutes, 24 seconds
Energy: July 2021 News Roundup -- What’d I Miss
With Nick returning from his honeymoon, Lou Whiteman joins the show to bring us up to speed on stories we missed in July, including Boeing, Lockheed Martin, Tesla, and XPO Logistics earnings. Stocks Discussed: BA, LMT, TSLA, XPO, GXO Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/29/2021 • 33 minutes, 45 seconds
Wildcard: The Hidden Power Individual Investors Hold
Last week was FoolFest, our annual (this year virtual) event open to all Motley Fool US premium members. Today we're bringing you on of our favorite sessions from the event -- Retail Rise Up: The Hidden Power Individual Investors Hold. Analysts Bill Mann, Maria Gallagher, and Alyce Lomax walked through the advantages average folks have as investors and the growing power and influence retail investors hold in the market. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/28/2021 • 24 minutes, 31 seconds
CG: Finding a Focus on Fit
As the largest direct-to-consumer retailer of plus-size women’s clothing in the US, Torrid is looking to change the way consumers think about making clothing purchases. But is Torrid revolutionary or just rehashing the past? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dive into this recent IPO. Stocks: Torrid Holdings (NYSE: CURV) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/27/2021 • 44 minutes, 2 seconds
Financials: The Current State of Real Estate with Matt Argersinger
On this today’s episode of Industry Focus: Financials host Jason Moser sits down with Millionacres Lead Advisor Matt Argersinger. Tune in as they discuss how investors should view the real estate market today, the future of commercial real estate, some of Matt's favorite stocks in the space, and much more! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/26/2021 • 25 minutes, 24 seconds
Tech: Blend and the Simplification of Consumer Finance
If you've bought a home or refinanced in the past few years, you may have interacted with Blend and not even realized it! The newly public company is focused on bringing consumer financial products like mortgages and auto loans into the 21st century with digital-first options. Easy uploads, fast pre-approvals, it all sounds great. We talk through the business and see how it stacks up. Stocks: BLND, RKT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/23/2021 • 36 minutes, 5 seconds
Energy: Investing in Africa
Africa resident and Millionacres analyst Tyler Crowe joins Motley Global Partners Advisor Bill Mann and Industry Focus Host Nick Sciple for an introduction to the African economy and a look at some of the trends that are setting the continent up to become one of the world’s fastest growing regions. Stocks Mentioned: JMIA, AMT, NSRGY, VOD, ORAN, BUD, UL, PYPL Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/22/2021 • 26 minutes, 17 seconds
Wildcard: Interns, Earnings and Stock Pitches!
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with two of The Motley Fool's summer investing interns, Zane Fracek and Graham Haederle. Tune in as they discuss the latest earnings reports from Intuitive Surgical and Chipotle as well as the two stocks they recently pitched to the The Fool's investing team! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/21/2021 • 31 minutes, 1 second
CG: Returning to Restaurants
Motley Fool intern Haddiya Noor joins the show to chat about how the restaurant industry has handled the pandemic, including how it’s dealing with changing consumer trends as well as the current labor shortage before diving into a handful of businesses. Stocks: McDonalds (MCD), Yum Brands (YUM), Yum China Holdings (YUMC), Chipotle (CMG), WingStop (WING), Darden (DRI) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/20/2021 • 36 minutes, 13 seconds
Financials: Second Quarter Bank Earnings Recap
We've now heard from all of the big banks, so on this week's Industry Focus: Financials, Matt and Jason are digging into the results. They're diving into the latest numbers from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). Plus, we just learned that Bill Ackman's SPAC deal isn't going to happen, so what does it mean for Pershing Square Tontine Holdings (NYSE: PSTH) and its shareholders? Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/19/2021 • 27 minutes, 8 seconds
Tech: 8 2021 IPOs in 40 Minutes
Almost a quarter of our shows so far in 2021 have been breakdowns of newly public companies. On today's show, we revisit all the businesses we looked at in the first half of the year, get up to speed on their latest results, and talk about which ones are our favorites. Stocks: OLO, PATH, S, GLBE, SQSP, KNBE, RAAC, AFRM. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/16/2021 • 38 minutes, 53 seconds
Energy: NPR’s Jacob Goldstein on Bitcoin, Inflation, and the Economy
NPR’s Jacob Goldstein returns to the show for a wide-ranging conversation with Jason Hall and Nick Sciple about the cryptocurrency market, inflation, housing, and more. Investments Discussed: Bitcoin Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/15/2021 • 33 minutes, 33 seconds
Wildcard: The Next Nano-X, But With Less Risk
HyperFine is looking to head to public markets with the lofty goal of disrupting the MRI market with the first FDA-approved portable MRI machine. Join Brian Feroldi and Emily Flippen as they break down HyperFine’s roadshow and unpack this recent SPAC. Stocks: HealthCor Catalio Acquisition Corp (HCAQ) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/14/2021 • 28 minutes, 3 seconds
CG: Has Crocs Overcome Getting off on the Wrong Foot?
Crocs is perhaps the most controversial footwear brand of all time, creating both blind loyalists and uncompromising cynics. Regardless of what side of the fence you may fall on, Crocs have skyrocketed in popularity over the past few years as brand deals, endorsements, and Gen Z flocked to the Croc. Join Motley Fool Analysts Asit Sharma and Emily Flippen as they take a look at where Crocs has been and if the best is still yet to come. *** Editor's note: In the podcast and in the accompanying transcript below, our analysts described Croc's Croslite formulation as "patented." This was an error. Croc's croslite formulation is proprietary, but not patented. Stocks: Crocs (CROX) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/13/2021 • 42 minutes, 14 seconds
Financials: Earnings Season, SPACs, and More
Wells Fargo (NYSE: WFC) recently decided to shut down its personal lines of credit business. Why did the bank make this move, and is it unfair to customers? Plus, SPACs are back in the news after Virgin Galactic's (NYSE: SPCE) successful flight with founder Richard Branson. Plus, host Jason Moser and Fool.com contributor discuss what they'll be watching as banks report their earnings later this week. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/12/2021 • 34 minutes, 11 seconds
Tech: Bienvenu Duolingo!
We talk Duolingo (and a bit of Spanish and French) on today's episode. Listen in for a breakdown of how this app uses the freemium model to make language education easy and accessible, whether the company's books look bien or mal, and why the CEO's track record is something to be excited about. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/9/2021 • 33 minutes, 14 seconds
Energy: Is Linde lindy?
Motley Fool Senior Analyst John Rotonti joins the podcast to break down the industrial gas industry and the case for investing in industrial gas giant (and Dividend Aristocrat) Linde. Stocks Discussed: LIN, APD, AIQUY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/8/2021 • 33 minutes, 21 seconds
Wildcard: Can These Stocks Deliver 10x Returns?
Join Brian Feroldi as he walks you through three small cap healthcare companies that may have flown under your radar with the aim of answering the question every investor wants to know: can this business result in 10x returns? Stocks: Progyny (PGNY), Pulmonx (LUNG), and Nano-X Imaging (NNOX) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/7/2021 • 35 minutes, 8 seconds
CG: The Next Decade of Dating
Join Analysts Asit Sharma and Emily Flippen as they take a look at the online dating industry, including dating trends coming out of the coronavirus pandemic as well as two of the biggest competitors: Match Group (MTCH) and Bumble (BMBL) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/6/2021 • 45 minutes, 16 seconds
Energy: Canada Day Special
The Motley Fool Canada’s Iain Butler and Jim Gillies join the podcast for a special Canada Day edition of Industry Focus. We give an overview of the Canadian stock market, share a few Canadian stocks to watch, and more! Stocks Discussed: BB, SHOP, RY, BAM, TSE: BAM.A, TSE: ENGH, LULU, TSX:CSU.TO, CNSWF, TSX:CMG, ABCL Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/1/2021 • 34 minutes, 21 seconds
Wildcard: The Race for Space with Author Christian Davenport
On this week’s episode of Industry Focus: Wildcard Wednesday catch host Jason Moser's full interview with Washington Post space reporter and author of "The Space Barons" Christian Davenport as they talk about Jeff Bezos, Elon Musk, and the business of space! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/30/2021 • 28 minutes, 8 seconds
CG: Raking in the Dough with Krispy Kreme
After a five-year hiatus from public markets, Krispy Kreme has filed an S-1 and is ready to sell more than its doughnuts to investors. But has this special treat gone cold? Join Asit Sharma and Emily Flippen as they unpack this 83 year old business and discuss if you should buy it’s stock… or just stick to its original glazed. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/29/2021 • 44 minutes, 29 seconds
Financials: Big Banks Passed Their Stress Tests and Visa Makes a Major Acquisition
The Federal Reserve recently announced that all 23 banks subject to the 2021 stress tests passed with flying colors, clearing the way for dividend increases and new buyback plans. Plus, Visa (NYSE: V) is planning to acquire another open banking startup after its previous attempt to acquire Plaid didn't work out. Host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss these top stories and more on this week's episode. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/28/2021 • 31 minutes, 19 seconds
Tech: 3 Tech Stocks Down Big. Should They Be?
We dive into three Fool favorites that have been hit hard over the past few months -- Appian, Airbnb, and The Trade Desk.We unpack the business results for these three companies and why the recent declines are more a reflection of rapid share price appreciation than anything else. Stocks: APPN, ABNB, TTD Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/25/2021 • 35 minutes, 19 seconds
Energy: The Lordstown Motor Saga, Solid State Batteries, Amazon, and More
Motley Fool Auto Specialist John Rosevear joins the show to break down the whirlwind of bad news that’s hit Lordstown Motors over the past month and share his thoughts on a variety of other auto-related news, including the Solid Power SPAC, GM’s Texas joint venture with Shell in EV charging, Audi’s EV plans, and Amazon’s relationship with Plus Trucking. Stocks Discussed: RIDE, NKLA, F, RDS-A, RDS-B, DCRC, TM, AUDVF, AMZN, HCIC, TSLA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/24/2021 • 31 minutes, 26 seconds
Wildcard: Qualcomm Is Making Big Investments in 5G
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Qualcomm principal engineer Rajat Prakash about Qualcomm's investments in 5G, the areas he's most excited about in the space today, and much more! Stocks: Qualcomm (QCOM) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/23/2021 • 21 minutes, 6 seconds
CG: More than Just a Lottery Cricut
Cricut may seem like just another hardware business waiting to be knocked off, but this creatively-focused platform is attempting to generate an ecosystem that may rival some of the stickiest in the world. Join Motley Fool analysts Yasser El-Shimy and Emily Flippen as they break down this relatively recent IPO and discuss what investors should be considering before adding it to their own portfolios. Stocks: Cricut (CRCT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/22/2021 • 44 minutes, 43 seconds
Financials: Inflation Concerns and a Very Large SPAC Deal
Billionaire investor Bill Ackman recently announced that the mega-SPAC deal where Pershing Square Tontine Holdings (NYSE: PSTH) is acquiring 10% of Universal Music is now official, and we have some new details. And after a volatile week in the markets triggered by the Federal Reserve meeting, many investors are concerned about inflation. In this week's Industry Focus: Financials, Matt Frankel and Jason Moser break down the inflation numbers, what's causing it, and how it could affect your investments. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/21/2021 • 37 minutes, 58 seconds
Tech: Piecing Together Confluent
Today we tackle a company squarely focused on data -- Confluent. They focus on data streams, allowing businesses to connect, analyze, and integrate data in real-time. We break down why it checks a lot of the boxes in our investing approach and why the company is going to have to educate the market. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/18/2021 • 28 minutes, 17 seconds
Energy: Tracy Shuchart (@Chigrl) On Oil and Commodities
Energy and commodities expert Tracy Shuchart joins the show to share her thoughts on oil, gas, commodities and more. She shares why she thinks the ESG narrative is overplayed and where opportunities could lie in commodities. Check out more of her work on her Twitter account or subscribe to her newsletter. Stocks Discussed: BP, RDS-A, RDS-B, XOM, CVX, DVN, Gazprom (OTC: OGZPY), SU, CNQ Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/17/2021 • 28 minutes
Wildcard: The LinkedIn Of Healthcare
Whether you think it is more like Facebook or LinkedIn, there’s no denying that Doximity is making a name for itself in digitizing the world of medicine. Join the Motley Fool’s Brian Feroldi and Emily Flippen as they break down this new healthcare IPO. Stocks: Doximity (DOCS) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/16/2021 • 37 minutes, 39 seconds
CG: DingDong's IPO May Ring Investors' Bell, But Miss Fresh Is Already Stale
Join Motley Fool analysts Emily Flippen and Asit Sharma as they take a big bite out of the Chinese grocery delivery market and break down two recent F-1s, DingDing and Miss Fresh. Stocks: DingDong MaiCai (DDL), MissFresh (MF) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/15/2021 • 48 minutes, 32 seconds
Financials: Warren Buffett Doubles Down on Brazil and U.S. Consumers Are Spending More Than Pre-COVID
We recently learned that Berkshire Hathaway(NYSE: BRK.A)(NYSE: BRK.B) is investing $500 million in a Brazilian fintech startup, following up on its successful investment in StoneCo (NASDAQ: STNE) a few years ago. Plus, Bank of America (NYSE: BAC) CEO Brian Moynihan says that consumer spending is 20% higher than it was before the pandemic, and Fool.com contributor Matt Frankel thinks it could have big implications for the financial sector. Frankel and host Jason Moser also discuss the latest mall REIT to file for bankruptcy, and each reveal one stock they're watching this week. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/14/2021 • 30 minutes, 23 seconds
Tech: Cybersecurity + AI = SentinelOne
We break down the prospectus from soon-to-be-public cybersecurity company SentinelOne. The company uses AI for endpoint security, aiming to protect enterprise clients and prevent massive breaches.In the show, we explain what they do, where they stand in the industry, and how they stack up to competitor Crowdstrike. Stocks: S, CRWD Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/11/2021 • 32 minutes, 25 seconds
Energy: Bezos, Battleships, and Boeing
Lou Whiteman joins the show to break down Jeff Bezos’s upcoming trip to space and what it means for other space barons like Elon Musk and Richard Branson. In addition, we take a look at the state of the defense industry and check-in on Boeing news. Stocks Mentioned: SPCE, HII, BA, EADSY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/10/2021 • 23 minutes, 31 seconds
WIldcard: Legal Tech IPOs (LegalZoom + Intapp)
Motley Fool Analyst Asit Sharma joins the show to break down the S-1 filings for LegalZoom and Intapp, legal tech companies targeting very different segments of the market. Stocks Mentioned: LZ, INTA (Proposed Tickers) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/9/2021 • 46 minutes, 20 seconds
CG: Can Vimeo be the Video of the Future?
For many investors, Vimeo is associated with a half-baked attempt to usurp Alphabet’s ubiquitous YouTube. However, now that Vimeo has hit public markets, it has a bigger plan: becoming a software service for the masses. Join analysts Emily Flippen and Asit Sharma as they break down this old name and its new business. Stocks: Vimeo (VMEO), InterActiveCorp (IAC), Alphabet (GOOG) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/8/2021 • 49 minutes, 38 seconds
Financials: A Fintech IPO to Watch and a Very Complex SPAC Deal
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, take a closer look at recent fintech IPO Flywire (NASDAQ:FLYW) and why it could be a smart stock for investors to keep on their radar. Plus, we recently received some details about $4 billion SPAC Pershing Square Tontine Holdings' (NYSE: PSTH) potential deal, and to say that it is complex would be an understatement. And finally, QTS Realty (NYSE: QTS) is being taken private, and Matt and Jason discuss why there's so much excitement in the data center space right now. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/7/2021 • 30 minutes, 38 seconds
Tech: The Industry Powering the Digital Revolution
Analysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry. Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/4/2021 • 33 minutes, 6 seconds
Energy: Dividends and a Pipeline Bidding War
The Motley Fool Canada’s Nate Parmelee joins the show to break down the pipeline industry and look at an ongoing bidding war between Pembin Pipeline and Brookfield Infrastructure for ownership of the pipeline assets of Inter Pipeline Stocks Mentioned: KMI, PBA, BIP, BIPC, BRK.A, BRK.B, IPL, EPD, OKE Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/3/2021 • 19 minutes, 28 seconds
Wildcard: Trying on Figs
In true wildcard fashion, today we tackle an industry we've never discussed on the podcast -- healthcare apparel. We break down the recently public Figs, a company with a modern, more customer-first approach to the classic scrubs healthcare professionals wear. Listen in for why Figs financials make it look like a software company and the two big numbers that caught our eye going through the company's prospectus. Stocks: FIGS Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/2/2021 • 52 minutes, 57 seconds
CG: Turning Trash into Treasure
As one of the best performing stocks over the past decade, Trex has managed to fuel growth by converting wood decks to composite and convincing homeowners to invest in the Trex brand. But can Trex post another 800%+ gains over the next five years? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down Trex’s business and discuss its potential for long-term market-beating returns. Stocks: Trex (TREX) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/1/2021 • 53 minutes, 33 seconds
Tech: Hip to Be Squarespace?
We work our way through all-in-one digital and commerce platform Squarespace. In the show, we breakdown the company's massive user base, why growth is generally fueled by new users, and how the company stacks up to Wix, Shopify, and BigCommerce. Stocks: SQSP, WIX, SHOP, BIGC Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/28/2021 • 48 minutes, 1 second
Energy: Ford’s Electric Vehicle Strategy
On Wednesday, Ford held its 2021 Capital Markets Day, outlining its Ford+ strategy for the future of the business, including details on its electric vehicle plans. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what we learned at Ford’s event and what it means for the electric vehicle industry. Stocks Mentioned: F, GM, TSLA, RIDE Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/27/2021 • 29 minutes, 54 seconds
Wildcard: An Interview with AppHarvest Founder and CEO Jonathan Webb
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with AppHarvest Founder and CEO Jonathan Webb about the growing opportunity in the agtech space, what makes AppHarvest unique, his vision of the future of farming, and much more. We hope you enjoy their discussion! Stocks: APPH Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/26/2021 • 29 minutes, 53 seconds
CG: Revisiting our Pandemic Winners and Losers
Motley Fool analysts Asit Sharma and Emily Flippen hold a quick-fire discussion over seven consumer goods companies that have recently reported earnings and discuss how their guidance (or lack thereof) may impact investor expectations in the second half of 2021. Stocks: Target (TGT), Dicks Sporting Goods (DKS), Lowes (LOW), Home Depot (HD), Poshmark (POSH), ThreadUp (TDUP), TattooedChef (TTCF) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/25/2021 • 40 minutes, 16 seconds
Financials: Inflation, Cryptocurrencies, and Fintech IPOs
Here's the latest from around the financial sector. Intro: Inflation is on the rise, and there are investor fears that it could get out of control. How should you position your portfolio to thrive in an inflationary environment? Are cryptocurrencies inflation hedges, or are you better off with stocks or precious metals? And one of our favorite fintechs, SoFi, is set to finally go public via merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). Jason and Matt talk about the latest results from the business, as well as what investors should expect when the SPAC merger is finalized. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/24/2021 • 31 minutes, 18 seconds
Tech: Stocks That Roared Back
Today we check in on three companies that at various points over the past few years were down 80% from highs, but roared back to give investors multibagger returns.Listen for breakdowns of how Upwork, Snap, and Twitter transformed, and the lessons we've taken away from each company's rise. Stocks: SNAP, UPWK, TWTR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/21/2021 • 48 minutes, 54 seconds
Energy: Why NVR Is a Top Homebuilding Stock
Motley Fool Analyst John Rotonti joins the show to discuss the U.S. housing market and why he thinks NVR could be a top-performing stock over the next 5 years. Stocks Mentioned: NVR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/20/2021 • 29 minutes, 42 seconds
Wildcard: DraftKings CEO Jason Robins on The Business of Sportsbetting
DraftKings Co-founder and CEO Jason Robins joins the show to discuss the online betting landscape and where his company fits in. Topics include: the founding of DraftKings, how the business has changed since the Supreme Court’s gamblling decision three years ago, the collision of gambling and content, and more! Stocks Mentioned: DKNG, PENN Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/19/2021 • 28 minutes, 38 seconds
CG: Honestly Great or an Honest Mistake?
The Honest Company is a small but growing consumer goods business focused on serving the needs of discerning new parents. But should you buy the stock or just the products? Join the Fool’s Brian Feroldi and Emily Flippen as they break down if The Honest Co can earn investors an honest penny. Stocks: The Honest Company (HNST) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/18/2021 • 38 minutes, 17 seconds
Financials: Upstart Earnings, Financial Inclusion, and Cash-Rich Companies
Lending technology disruptor Upstart (NASDAQ: UPST) recently reported earnings that were extremely impressive, but will the company be able to replicate its success in the high-potential auto lending industry? And, we recently learned that JPMorgan Chase (NYSE: JPM) and other major banks will start issuing credit cards to consumers without FICO scores. Also, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the wave of share buybacks so far in 2021, and discuss two stocks on their radar now. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/17/2021 • 35 minutes, 30 seconds
Tech: Watch List Earnings Roundup
We run through earnings updates from thee companies on Dylan's watch list -- restaurant tech company Olo, "The Amazon of Africa" Jumia, and finsurance player Lemonade. Stocks: OLO, LMND, JMIA Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/15/2021 • 44 minutes, 50 seconds
Energy: Palantir, Virgin Galactic, and Transdigm Earnings Breakdown
Lou Whiteman joins the show to break down earnings from Palantir, Virgin Galactic, and Transdigm. In addition, Lou and Nick share their thoughts on the Colonial Pipeline shutdown. Stocks Mentioned: PLTR, SPCE, TDG Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/13/2021 • 26 minutes, 55 seconds
Wildcard: Is Nelnet a Hidden Gem?
Motley Fool Canada joins the podcast to discuss Nelnet. Most think of Nelnet as just a student loan servicer, but the company has even more to offer. Viewed on a sum-of-its parts basis, Nelnet appears to offer a compelling value today. Stocks Mentioned: NNI, BLKB, SQ Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/12/2021 • 36 minutes, 5 seconds
CG: Should Investors be Sweating Peloton?
Despite a solid quarter, Peloton has fought an uphill battle against mismanagement, treadmill recalls, and even data privacy leaks. Join Motley Fool analysts Asit Sharma and Emily Flippen as they circle back around on Peloton and discuss just how critical Peloton’s recent struggles are to its long-term thesis. Stocks: Peloton (PTON) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/11/2021 • 35 minutes, 12 seconds
Financials: It's Crypto Monday!
On this week’s episode of Industry Focus: Financials host Jason Moser and The Motley Fool's Dan Caplinger dig into the crypto market to discuss more about the evolution of the space, puts and takes of the various instruments available today, ways to invest beyond the tokens themselves and much more! Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/10/2021 • 32 minutes, 34 seconds
Tech: Square’s Bitcoin Bump
We have fresh earnings results from MercadoLibre, Square, and Etsy. We break down how Bitcoin was a huge driver for Square this quarter, why digital payments is becoming an unavoidable part of the thesis for MercadoLibre, and why Etsy sunk on seemingly strong results. Stocks: MELI, SQ, ETSY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/7/2021 • 38 minutes, 21 seconds
Energy: GM Earnings, Argo’s Autonomy News, and More
John Rosevear joins the show for a look at this week’s auto news. Topics include GM earnings, ArgoAI’s new Lidar announcement, Stellantis earnings, and more! Stocks Mentioned: GM, F, STLA, TSLA, LAZR, OUST, VLDR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/6/2021 • 34 minutes, 37 seconds
Wildcard: The Next Intuitive Surgical?
Brian Feroldi brings another innovative healthcare company to the show -- Vicarious Surgical. The robotic surgery company will come public via a SPAC with D8 Holdings, we talk through the robotic surgery market, how the company's planned technology stacks up to the business that created the space, Intuitive Surgical, and what investors need to keep in mind with investing in pre-revenue businesses. Stocks: ISRG, DEH Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/5/2021 • 32 minutes
CG: Wow, No Cow!
As the largest oatmilk company in the world, Oatly has taken the alternative milk world by storm. Now, Oatly is setting its sights on financial markets. Join Asit Sharma and Emily Flippen as they breakdown Oatly’s F-1 and determine if investors should take a big gulp of this unique consumer goods company. Stocks: Oatly (planned NASDAQ: OTLY) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/4/2021 • 46 minutes, 24 seconds
Financials: 5 Key Takeaways From Berkshire Hathaway's Annual Meeting
Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) 2021 annual meeting may have been virtual for the second year in a row, but it certainly didn't disappoint. In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss five things from the meeting that investors need to hear. Plus, Moser and Frankel discuss the latest results from Capital One (NYSE: COF), SVB Financial (NASDAQ: SIVB), and American Express (NYSE: AXP). Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
5/3/2021 • 39 minutes, 2 seconds
Tech: Stellar Earnings From Amazon, Facebook, and Shopify
Tons of tech companies have released earnings in the past few weeks -- we break down recent results from three Fool favorites: Amazon, Shopify, and Facebook. In the episode, we talk through the truly staggering top line growth numbers from the tech titans, and why everything seems to be coming up aces at Shopify. Stocks: SHOP, AMZN, FB Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
Earnings season is in full swing! This week, Jason Hall joins the show to share his thoughts on earnings reports from Enphase, Tesla, Nucor, and UPS. Stocks Mentioned: ENPH, TSLA, NUE, STLD, UPS Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/29/2021 • 32 minutes, 55 seconds
Wildcard: 5G & the Digital Economy with Esoterica Capital's Bruce Liu
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Esoterica Capital CEO Bruce Liu about 5G, the digital economy, chip shortages, valuations, stocks he likes, and much more. We hope you enjoy their conversation! To learn more about Esoterica Capital visit www.esotericacap.com. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/28/2021 • 46 minutes, 37 seconds
CG: Amazon Roll-upperators
Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dig into the business of “aggregating Amazon”, and the small private and public companies creating a $200 billion industry from the ground up. Stocks: Mohawk Group Holdings (NASDAQ: MWK), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/27/2021 • 42 minutes, 14 seconds
Financials: Big Bank Earnings Recap -- Prepare to Be Impressed
We recently got a look at first quarter results from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), Wells Fargo (NYSE: WFC), and Goldman Sachs (NYSE: GS). And all five beat estimates for revenue and earnings. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss the strong numbers and what investors need to know. Also, we speak with Nick Ludlum, senior vice president with CTIA about impact the 5G rollout will have here in the U.S., the state of the digital economy, and much more. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/26/2021 • 40 minutes, 2 seconds
Tech: A New Play on Cybersecurity
Today we explore Knowbe4, a newly public company in the cybersecurity industry. This business is part tech/part consulting, and has the books to earn a spot on your watch list. We talk through the numbers and explain why management and company culture are the real things to be excited about with this biz. Stocks: KNBE Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/23/2021 • 30 minutes, 11 seconds
Energy: SpaceX to the Moon + A Railroad Bidding War
Motley Fool Contributor Lou Whiteman returns to the podcast to break down SpaceX winning the NASA contract to return humans to the moon, the Mars helicopter Ingenuity, and Canadian National Railway challenging Canadian Pacific’s bid to acquire Kansas City Southern Railroad. Stocks Mentioned: SpaceX (Private), LDOS, CNI, CP, KSU Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/22/2021 • 24 minutes, 54 seconds
Wildcard: Can 10x Genomics 10x?
In today’s healthcare focused episode, Motley Fool analysts Maria Gallagher and Emily Flippen discuss the prospects for 10x Genomics, a healthcare tech company looking to reform the way researchers discover single cell gene expression. Stocks: 10x Genomics (NASDAQ: TXG) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/21/2021 • 31 minutes, 36 seconds
CG: Getting Blunt About Cannabis Stocks
Motley Fool contributor and resident cannabis expert Keith Speights joins host Emily Flippen as they celebrate 4/20 by talking about how investors should (and shouldn’t!) get invested in marijuana, as well as some of their favorite ideas for all types of listeners. Stocks: Square (SQ), PayPal (PYPL), Scotts MiracleGro (SMG), Innovative Industrial Properties (IIPR), AYR Wellness (AYRWF), Trulieve Cannabis (TCNNF) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/20/2021 • 35 minutes, 58 seconds
Financials: Beyond the Tank: An Interview With Shark Tank's Robert Herjavec and Daniel Lubetzky
Many of our listeners are familiar with Shark Tank, but how does the TV show compare to real-life private equity investing? In this week's installment of Industry Focus: Financials, long-time Shark Tank star Robert Herjavec and guest Shark and Kind founder Daniel Lubetzky join Fool.com contributor Matt Frankel, CFP, for a look into their investment styles and much more. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/19/2021 • 30 minutes, 34 seconds
Tech: Checking in on 2020 IPOs
We circle back on three companies we profiled months ago when their prospectuses first became available -- C3.ai, Snowflake, and ZoomInfo. Tune in to hear how each have lived up to heady expectations, why two have stumbled, and why ultimately all three businesses remain interesting companies for your watch list. Stocks: SNOW, ZI, AI Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/16/2021 • 40 minutes, 54 seconds
Energy: EV Charging
By overwhelming listener demand, this week we’re breaking down the EV charging industry. Motley Fool Advisor Seth Jayson joins the show to give an introduction to the basics of EV charging and share his thoughts on how to invest in the space. Seth’s EV Slides/Notes Referenced on the Podcast Stocks Mentioned: CHPT, TSLA, SIEGY, VWAGY, BLNK, GM, F Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/15/2021 • 30 minutes, 26 seconds
Wildcard: Brett Perlman on Blackouts and the Future of Texas Energy
Brett Perlman, CEO of the Center for Houston’s Future, joins the show to discuss the past, present, and future of energy production and the energy grid in Texas. Brett shares why Texas could have the potential to become a hub for clean energy technology like hydrogen and carbon capture. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/14/2021 • 31 minutes, 44 seconds
CG: Checking in With At-Home Fitness
Is at-home fitness going the distance? Join Motley Fool analysts Asit Sharma and Emily Flippen as they discuss six companies, each with their own unique take on tackling the fitness industry. Stocks: Peloton (PTON), Affirm (AFRM), Lululemon (LULU), Garmin (GRMN), Nike (NKE), Planet Fitness (PLNT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/13/2021 • 45 minutes, 12 seconds
Financials: 3 Key Takeaways From Jamie Dimon's Annual Letter
Next to Warren Buffett, nobody's annual letters to shareholders are as closely watched as JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon. Dimon tackled many topics in his 66-page letter, but we found his commentary on fintech, bank regulations, and working in offices. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, discuss what Dimon said and what it could mean to investors. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/12/2021 • 30 minutes, 37 seconds
Tech: The Next Snowflake?
Today we talk about UiPath, a soon to be public company that private investors have fawned over the past few years. We talk about how the company serves the RPA market, the insane growth rates the business is posting, and why UiPath reminds us both of another recent IPO — Snowflake. Stocks: PATH, SNOW Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/9/2021 • 27 minutes, 24 seconds
Energy: Biden’s Infrastructure Proposal
Jason Hall joins the show to break down President Biden’s infrastructure plan, discuss potential winners and losers, and how to think about legislative action when establishing an investment thesis. Stocks Mentioned: VMC, NVEE, STLD, BRK-A, BRK-B Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/8/2021 • 26 minutes, 33 seconds
Wildcard: Nanox and Understanding the Risk/Reward Spectrum
We check back in on Nanox -- the Tesla of medical imaging -- after big news came out about its single source Nanox.ARC digital x-ray technology getting 510(k) clearance from the FDA. Then we use the company to explore the risk/reward spectrum and the tradeoff of upside vs. certainty with an investment. Stocks: NNOX Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/7/2021 • 34 minutes, 50 seconds
CG: Heading Back to School with Coursera
Coursera is one of the newest ed-tech stocks on the market today, but is it a course worth buying? Join Motley Fool Analysts Asit Sharma and Emily Flippen as they study up on the evolution of higher education. Stocks: Coursera (COUR), 2U (TWOU) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/6/2021 • 48 minutes, 51 seconds
Financials: Upstart's 250% Gain, Coinbase's Public Debut, and the SPAC Slowdown
Fintech lender Upstart (NASDAQ: UPST) has delivered a year-to-date gain of about 250%, but it isn't just because of earnings. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss why the stock has performed so well. Plus, we now have an official date for the upcoming Coinbase direct listing. And finally, there has been a massive slowdown in the SPAC world in recent weeks, so why are we seeing such a sudden lack of interest? Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/5/2021 • 30 minutes, 57 seconds
Energy: Blue Collar Technology
When you think technology, you probably don’t think John Deere and Caterpillar, but these two businesses have been quietly building meaningful technology businesses. Luis Sanchez joins the podcast this week to break down what both businesses are doing in technology, as well as take a high level view of what it means to be a “tech company” in 2021. Stocks Mentioned: DE, CAT Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
4/1/2021 • 43 minutes, 48 seconds
Wildcard: The Future of the Massive Home Furnishings Market
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and VP of Motley Fool Ventures Brendan Mathews take a closer look at how Wayfair is shaping the future of the massive home furnishings market and what Bed Bath & Beyond is doing to remain a part of it. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/31/2021 • 33 minutes, 32 seconds
CG: Are These Boots Made For Walking?
BootBarn’s boots may be made for walkin’, but is BootBarn’s stock made for buyin’? Join Motley Fool analysts Asit Sharma and Emily Flippen as they take a listener’s question and talk about this rapidly expanding boot business. Stocks: BootBarn (NYSE: BOOT) Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/30/2021 • 42 minutes, 27 seconds
Financials: IPOs, SPACs, and Bank Buybacks
Banks were forced to stop buying back shares when the pandemic started, but recent commentary from Treasury Secretary Janet Yellen and the Federal Reserve indicate there could be better time ahead. And thanks to fintechs SoFi and Robinhood, it could get easier to buy shares of the hottest IPOs. And we just learned that WeWork is finally going public -- via SPAC. In this week's episode, Fool.com contributor Matt Frankel, CFP, and Industry Focus host Jason Moser take a closer look into these stories and what investors need to know. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/29/2021 • 32 minutes, 45 seconds
Tech: Microsoft Sows Gaming Discord
Rumors swirled this week that Microsoft is interested in buying gaming communications platform Discord for $10 billion. We break down how Discord fits into Microsoft's gaming ambitions, what the service could look like under their umbrella, and what separates Discord from Teams competitor Slack. Stocks: MSFT, WORK Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/26/2021 • 25 minutes, 23 seconds
Energy: KSU and CP’s Record Railroad Merger + Trouble in the Suez
Motley Fool Contributor Lou Whiteman joins the podcast this week to break down the record-setting merger between Kansas City Southern and Canadian Pacific Railway and to take a look at how a blockage in the Suez Canal could impact global trade. Satellite View of Ever Given in the Suez Canal Stocks Mentioned: KSU, CP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/25/2021 • 24 minutes, 9 seconds
Wildcard: Can you sleep easy with these growth stocks?
Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about three companies that are trying to treat sleep apnea. Stocks: RedMed (RMD), Inspire Medical (INSP), Vivos Therapeutics Stocks: VVOS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/24/2021 • 35 minutes, 26 seconds
CG: ThreadUP and the Business of Digital Resale
ThreadUP is headed to public markets, looking to help investors capitalize on the multibillion-dollar a year opportunity in digital resale and thrift. But is ThreadUP the next Real Real… or the next Poshmark? Join Analysts Emily Flippen and Asit Sharma as they break down ThreadUP’s S-1. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/23/2021 • 48 minutes, 3 seconds
Financials: An Interview with AppHarvest President David Lee
In the fourth and final week of our four-part SPAC series on Industry Focus: Financials, host Jason Moser sits down with David Lee, President of AppHarvest to chat about the business, its journey to the public markets via SPAC, and the roles technology and 5G are playing in the burgeoning ag tech movement. Stocks: APPH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/22/2021 • 24 minutes, 52 seconds
Tech: 50 Shades of Berkshire Grey
We get on the SPAC train with a rundown of Berkshire Grey, the automation and software company being acquired by Revolution Acceleration Acquisition Corp. In the episode, we break down the HUGE growth story Berkshire is presenting to investors and the impressive pedigrees from company management and Revolution's investing team. Stocks: RAAC, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/19/2021 • 29 minutes, 58 seconds
Energy: Volkswagen and BMW Have Big EV Announcements, Lordstown Faces Down a Shortseller
Motley Fool Auto Specialist John Rosevear joins the show to break down the latest round of EV announcements from Volkswagen and BMW, as well as take a look at Hindenburg Research’s short report calling out EV startup Lordstown Motors. Lordstown Squawk Box Tweet Stocks Mentioned: VWAGY, BMWYY, RIDE, TSLA, GM, F, TM, WKHS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/18/2021 • 40 minutes, 5 seconds
Wildcard: Investin’ in Wrasslin’
Since taking the helm of the predecessor to the WWE in 1982, Vince McMahon has built a global powerhouse in sports entertainment, virtually monopolizing his industry. Today, the company is at a turning point in its business, as cable gives way to streaming as the primary means to deliver content. Motley Fool analysts Bill Mann and Jim Gillies join host Nick Sciple to break down WWE’s business and discuss why it could make a compelling investment today. Stocks Mentioned: WWE, DIS, CMCSA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/17/2021 • 42 minutes, 14 seconds
CG: Getting in the Game with Coupang
Coupang (CPNG) is the largest e-commerce business in Korea, but is its comparison to Amazon overdrawn? Join Motley Fool analysts Asit Sharma and Emily Flippen as they break down one of the newest digital retail companies on the market. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/16/2021 • 46 minutes, 35 seconds
Financials: 3 SPACs That Should Be on Your Radar
In the third week of our four-part SPAC series on Industry Focus: Financials, Fool.com contributor Matt Frankel and host Jason Moser dive into three SPACs that could be very interesting for investors in the coming months and years. First, the paid discusses VG Acquisition Corporation(NYSE: VGAC) and why its pending acquisition of 23andMe is so exciting. Next, Matt and Jason take a closer look at the most high-profile SPAC merger of 2021 (so far) with Churchill Capital IV (NYSE: CCIV) and its acquisition of Lucid Motors. And finally, with a war chest of more than $4 billion, Pershing Square Tontine Holdings (NYSE: PSTH) has some interesting possibilities. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/15/2021 • 34 minutes, 45 seconds
Tech: Global-E - International Stock of Mystery
Another S-1 show, another profitable high growth tech stock. What? You heard right, in this episode we walk through Global-E's prospectus and explain how the company makes international e-commerce a breeze for businesses. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/12/2021 • 37 minutes, 17 seconds
Energy: Copart -- Making Money From Totaled Cars
We all know someone who’s had their car totaled. It’s no fun, but did you know there are businesses built entirely around buying and selling cars after they’re totaled? This week, Motley Fool Contributor Luis Sanchez joins the show to take a look at Copart and how the automotive auction industry profits from totaled cars. Stocks Mentioned: CPRT, KAR, IAA, CVNA, VRM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/11/2021 • 33 minutes, 48 seconds
Wildcard: Interview with Steel Sky Ventures' Maria Velissaris and Buffy Alegria
Today, Kristine Harjes of Motley Fool Ventures hosts our Wildcard Wednesday episode. She interviews Maria Velissaris and Buffy Alegria, Managing Partners of Steel Sky Ventures. They discuss the origins of Steel Sky Ventures, investing across the spectrum of women's health indications and in technology infrastructure that supports new and innovative care delivery models. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/10/2021 • 26 minutes, 15 seconds
CG: Cashing in on CoinBase
As one of the largest cryptoasset platforms in the world, CoinBase is gearing up to hit public markets through a direct listing. Join Motley Fool Analyst Asit Sharma and Emily Flippen as they sift through CoinBase’s business and attempt to demystify an emerging asset class taking the world by storm. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/9/2021 • 44 minutes, 25 seconds
Financials: An Interview With Latch's CEO and 2 Other SPACs On Our Radar
In this week's installment of Industry Focus: Financials, we have week two of our four-part series on SPACs. The show starts with Fool.com contributor Matt Frankel, CFP, interviewing Luke Schoenfelder, CEO of property technology company Latch, which recently announced plans to go public via TS Innovation Acquisition (NYSE: TSIA). Then, Matt and host Jason Moser take a closer look at two other blank check companies on their radar. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/8/2021 • 36 minutes
Tech: Tumultuous Tech Tumble
Banner results from 2020 darlings haven't turned into strong 2021 returns.We talk about the tech landscape in 2021, how a recovery economy affects high growth businesses, and look at earnings results from MercadoLibre, Zoom, and Cloudflare. Stocks: MELI, ZM, NET Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/5/2021 • 31 minutes, 31 seconds
Energy: AerCap Earnings and Buffett’s Annual Letter
Motley Fool Canada Advisor Jim Gillies joins the podcast to share his thoughts on aircraft lessor AerCap Holdings following its recent earnings report and on Berkshire Hathaway CEO Warren Buffett’s annual letter to shareholders. Stocks Mentioned: AER, BRK.A, BRK.B Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/4/2021 • 34 minutes, 30 seconds
Wildcard: Swinging for the Fences in Healthcare!
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at 3 companies in the healthcare space that possess many of the characteristics of investments that have the potential to offer patient investors 10X returns! Stocks: DMTK OM TMDX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/3/2021 • 36 minutes, 23 seconds
CG: FarFetch and the Business of Luxury E-tailing
Motley Fool analyst Yasser El-Shimy makes his Industry Focus debut as he joins host Emily Flippen to talk about one of the largest and most successful e-retailer of luxury goods: Farfetch (FTCH). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/2/2021 • 44 minutes, 21 seconds
Financials: An Interview With Payoneer's CEO and 2 SPACs We're Watching
In this week's installment of Industry Focus: Financials, Fool.com contributor and SPAC investor Matt Frankel interviews Scott Galit, CEO of Payoneer, a fintech disruptor that recently agreed to go public via merger with FTAC Acquisition(NYSE: FTOC). Then, Frankel and host Jason Moser discuss two other SPACs investors might want to put on their radar -- one value-seeking SPAC that just agreed to take a data center operator public, and one SPAC sponsored by a retail heavyweight that just launched. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
3/1/2021 • 44 minutes, 1 second
Tech: Whoa Olo!
We're back on the S-1 hunt, this time looking at the books for Olo, a SaaS provider that helps big brand restaurants stand up their digital storefronts and make delivery happen. It's a high growth business in a booming market and it's surprisingly profitable. We explain why it'll be near the top of our watch lists once it is public. Stocks: OLO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/26/2021 • 35 minutes, 53 seconds
Energy: Gold, Bitcoin, and You
This week, Jason Hall and Anand Chokkavelu join the podcast to discuss the role gold, bitcoin, and other so-called “alternative” assets can play in an individual investor’s portfolio. Stocks/Cryptocurrencies Mentioned: Bitcoin Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/25/2021 • 35 minutes, 54 seconds
Wildcard: Is Clover Health a Disruptor or Distractor?
Clover Health (NASDAQ: CLOV) has been one of the most controversial Medicare insurance providers since being brought public by Social Capital and Hedosophia. In this Wildcard episode, Motley Fool contributor Jason Hall and analyst Emily Flippen discuss Clover’s business, its unique value proposition, and then debate if the controversial short-seller report should have investors running for the door. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/24/2021 • 41 minutes, 16 seconds
CG: Gettin’ Head Rover Heels
As a platform for pet services such as dog boarding and cat sitting, Rover has made a name for itself among a growing number of pet parents across the United States. But does this small company have what it takes to make it as a public investment? Fool Analysts Asit Sharma and Emily Flippen break down this business before it hits markets. Stocks: Nebula Carvel Acquisition Corp (NASDAQ: NEBC), Rover (N/L: ROVR) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/23/2021 • 50 minutes, 46 seconds
Financials: Here's What Warren Buffett Has Been Buying and Selling
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at the latest 13-F filing from Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) to see what stocks Warren Buffett and his team have been buying and selling. Plus, Paycom (NASDAQ: PAYC) had a decent quarter but the stock is down, so Jason takes a closer look at the numbers. And finally, Matt's pick for the best financial stock of 2021, Wells Fargo (NYSE:WFC) has been firing on all cylinders -- could there be more room to climb? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/22/2021 • 39 minutes, 57 seconds
Tech: 3 Monster Earnings Reports
We've finally got full-year figures from Shopify, Twilio, and Palantir -- three businesses that had absolutely banner 2020s. We explore Shopify's growth acceleration, Palantir's commercial efforts paying off, and Twilio's rising cash hoard. Stocks: TWLO, SHOP, PLTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/19/2021 • 29 minutes, 44 seconds
Energy: The Texas Blackouts
Motley Fool Contributor Jason Hall joins the show to break down what happened with the blackouts in Texas and potential impacts it could have across the energy and industrial sectors. Stocks Mentioned: LGIH, PGE, OXY, CVX, PAA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/18/2021 • 24 minutes, 48 seconds
Wildcard: Bumble, Match, and the Online Dating Market
Online dating is taking over the world. This week, Luis Sanchez and Meilin Quinn join the podcast to discuss the online dating trend and two of its biggest players: Bumble and Match Group. Tyro Partners 2019 Dating Paper Stocks Mentioned: BMBL, MTCH Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/17/2021 • 41 minutes, 38 seconds
CG: Curious About CuriosityStream
CuriosityStream (NASDAQ: CURI) is one of the newest video-on-demand subscription services to hit the public markets, but it is the best? Join Motley Fool analysts Asit Sharma and Emily Flippen as they talk about this unique play on subscription streaming and if CuriosityStream has piqued their portfolio’s curiosity. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/16/2021 • 44 minutes, 24 seconds
Tech: Twitter's Uber-good Quarter Crosses the Blackline
We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter. Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns. Stocks: UBER, TWTR, BL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/12/2021 • 33 minutes, 41 seconds
Energy: David Gardner Talks Rulebreakers in Energy & Industrials
Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks. Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/11/2021 • 47 minutes, 43 seconds
Wildcard: Checking in on 2020 HC IPOs
We're back with another check-in on new companies discussed last year! In this episode we look at results from GoodRx, Inari, and Amwell. Stocks: AMWL, GDRX, NARI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/10/2021 • 31 minutes, 34 seconds
CG: Falling Back in LoveSac
For many investors, LoveSac (NASDAQ: LOVE) may conjure images of stained bean bags or low-end malls, but this reformed retailer of “sacs” and “sactionals” has completely reinvented its image and business over the past few years. Join Asit Sharma and Emily Flippen as they discuss if they love LoveSac enough to add it to their watchlist. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/9/2021 • 42 minutes, 55 seconds
Financials: Bill.com Earnings, Lemonade's New Product, and the Latest Fintech SPAC IPO
Several months ago, we did an episode of Industry Focus: Financials about two stocks we planned to add to our portfolios at the time -- Bill.com (NASDAQ: BILL) and Lemonade (NYSE: LMND). Well, Bill.com just demolished earnings expectations and Lemonade has rolled out its new term life insurance product, so it's time for another look. Plus, Jason and Matt take a look at Payoneer, the latest Fintech company to go public via SPAC merger, they look at some of the most heavily shorted financial and real estate stocks and tell listeners why General Motors (NYSE: GM) and Affirm (NASDAQ: AFRM) are on the top of their watch lists this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/8/2021 • 39 minutes, 6 seconds
Tech: Twilio CEO Jeff Lawson
Today we bring you a conversation from our member livestream Motley Fool Live. Twilio CEO Jeff Lawson joins David Gardner and Tim Beyers to talk through building good organizations, what a developer-first culture looks like, and other insights from his recent book Ask Your Developer. Stocks: TWLO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
It’s a grab bag of topics on this week’s episode as Lou Whiteman joins the show to break down the good and bad news that’s coming out of SpaceX, the latest plane troubles, at Boeing, UPS earnings, and more. Listen to the end to hear about Lou and Nick’s favorite shipping/logistics stock: XPO Logistics. Stocks Mentioned: BA, UPS, FDX, XPO, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/4/2021 • 24 minutes, 25 seconds
Wildcard: The Gang Digs Into A New Healthcare IPO
Wildcard Wednesday host Jason Moser and The Motley Fool's Brian Feroldi take a closer look at Ortho Clinical Diagnostics' debut on the public markets to see if this healthcare stock is one worth watching. STOCKS: OCDX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/3/2021 • 24 minutes, 2 seconds
CG: BarkBoxing up the Right Tree
Join the Motley Fool’s Brian Feroldi and Emily Flippen as they talk about one of the newest pet plays on the market today: BarkBox. Can this pet subscription box business break out of the confines faced by other subscription businesses? Feroldi and Flippen break down BarkBox's unit economics and more on today’s episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/2/2021 • 32 minutes, 30 seconds
Financials: Robinhood, SoFi, and 2 IPOs We're Watching
In this installment of Industry Focus: Financials, Fool.com contributor and host Jason Moser give their take on the short squeeze situation, as well as the issues surrounding Robinhood's decision to limit trading in several high-volume tickers. Plus, we'll dive into the upcoming IPO of Latch, which is going public via SPAC merger with TS Innovation Acquisition (NYSE: TSIA), as well as Loan Depot's IPO, which will be the latest in a string of high-profile mortgage IPOs. Plus, we answer a listener question on Coinbase, and share two stocks we're watching this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/1/2021 • 34 minutes, 48 seconds
Tech: 2020 IPOs Part 2 - JFrog, BigCommerce, ZoomInfo
This Friday we have another episode bringing the stories of 2020 S-1 shows to the present. Tune-in for updates on JFrog, BigCommerce, and ZoomInfo. Stocks: BIGC, JFROG, ZI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/29/2021 • 21 minutes, 54 seconds
Energy: Investing in Agriculture
By listener demand, this week we’re discussing agriculture stocks. Lou Whiteman joins the show to give an overview of the industry, and we share some agriculture stocks on our radar. Stocks Mentioned: CTVA, BAYRY, LAND, NOVS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/28/2021 • 24 minutes, 36 seconds
Wildcard: Can GAN Win?
On this Wildcard Wednesday, Motley Fool Analyst Clay Bruning and Host Emily Flippen talk about a small and under-the-radar play on digital gaming: Gan Limited. Stocks: Gan Limited (GAN) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/27/2021 • 33 minutes, 33 seconds
CG: Consumer Gaming with Corsair
Corsair (NASDAQ: CRSR) is one of the newest and most exciting plays in the world of high-end gaming. But is this reformed business the next best thing? Or will its reliance on hardware keep it down? Join Host Emily Flippen and Asit Sharma as they break down this interesting provider of tech gear for professional and amateur gamers alike. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/26/2021 • 43 minutes, 17 seconds
Financials: 2 Recent IPOs to Watch and 2 More We're Waiting For
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, are doing an IPO roundup. First, they dive into two companies that have recently gone public -- homebuilder Dream Finders Homes (NYSE: DFH) and fintech company Affirm (NASDAQ: AFRM). Then, they'll take a closer look at what we know about upcoming IPOs for cryptocurrency exchange Coinbase and mortgage lender HomePoint Capital. Finally, Matt and Jason share why they're watching Tanger Factory Outlet Centers (NYSE: SKT) and Ameris Bancorp (NASDAQ: ABCB) ahead of their earnings announcements this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/25/2021 • 35 minutes, 38 seconds
Tech: Looking Back on 2020 IPOs
We love our S-1 shows, but last year we did so many that we didn't have much of a chance to check in on the companies once they went public! Today we get folks up to speed on Palantir, Snowflake, Shift4 Payments and Asana. Stocks: PLTR, SNOW, ASAN, FOUR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/22/2021 • 42 minutes, 52 seconds
Energy: 2021 Dividend Stocks
Motley Fool Contributor Matt DiLallo returns to the show to review our 2020 dividend stock picks and share some dividend stocks to consider in 2021 2020 dividend stocks episode Stocks Mentioned: BIP, BIPC, EPD, NEE, BEP, BEPC, CWEN, CWEN.A, LAND Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/21/2021 • 36 minutes, 13 seconds
Wildcard: Money with Jacob Goldstein of NPR’s Planet Money
What is money? Where does it come from? And how did it end up the way it is today? NPR’s Jacob Goldstein joins Jason Hall and Nick Sciple this week to discuss his work on the Planet Money podcast and his new book Money: The True Story of a Made-Up Thing. Topics include: how Planet Money selects and develops podcast topics, where money comes from, bitcoin, the future of money, and more! Securities Mentioned: Bitcoin Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/20/2021 • 1 hour, 1 minute, 29 seconds
CG: Our 2021 Consumer Goods “Shopping” Basket
Join The Motley Fool’s Asit Sharma and Host Emily Flippen as they put their top five consumer goods companies for 2021 and beyond in their “shopping basket” and personal portfolios. Stocks: Sleep Number (SNBR), Grocery Outlet (GO), Beyond Meat (BYND), Peloton (PTON), Dollar General (DG) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/19/2021 • 45 minutes, 27 seconds
Financials: An Early Look at Bank Earnings and 2 Big Fintech Stories to Watch
In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser take a look at fourth quarter earnings from Wells Fargo (NYSE: WFC), JPMorgan Chase (NYSE: JPM), and Citigroup(NYSE: C). They also dive into Walmart's (NYSE: WMT) announcement that it plans to launch a fintech startup, as well as the scrapped merger plans between Visa (NYSE: V) and Plaid. Finally, hear why Goldman Sachs (NYSE: GS) is on Matt's radar this week, while Jason has his eye on a certain streaming giant. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/18/2021 • 26 minutes, 19 seconds
Tech: A ffirm Bull Thesis
Another week, another big IPO. This time it's former Paypal founder Max Levchin's latest act, Affirm. We talk through this layaway 2.0 company and how it plans to disrupt the existing consumer financial model. Stocks: AFRM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/15/2021 • 41 minutes, 32 seconds
Energy: Underappreciated Auto Stocks
Motley Fool Contributor John Rosevear joins the show to break down 2 under-appreciated automotive stocks right now: Magna International and General Motors. Stocks Mentioned: MGA, GM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/14/2021 • 37 minutes, 18 seconds
Wildcard: 3 Top Healthcare Stocks for 2021
Healthcare will not be forgotten! We round out last week's top stocks for 2021 theme with a wildcard day dedicated to healthcare.Tune-in for breakdowns of two profitable high-growth healthcare companies and a Fool favorite that looks like it has a lot more green field ahead of it. Stocks: SMLR, PGNY, TDOC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/13/2021 • 35 minutes, 48 seconds
CG: Posh b’Gosh
Poshmark (NASDAQ: POSH) has filed its S-1 and is looking to go public on January 13th. But how does this social-media driven resale marketplace compare to others? Join Asit Sharma and Emily Flippen as they break down Poshmark’s business and discuss if this new IPO is worth a second look. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/12/2021 • 45 minutes, 51 seconds
Financials: 2 Fintech IPOs to Watch
Personal lending technology company Upstart (NASDAQ: UPST) went public a month ago and it's stock has nearly doubled since. In this week's Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, and host Jason Moser discuss what Upstart does and why investors are so excited. Then, the pair take a closer look at fintech startup SoFi, which is getting set to go public via a SPAC merger with Social Capital Hedosophia Holdings V (NYSE: IPOE). And last but not least, we discuss the recent correction in bitcoin and other cryptocurrencies, and why Matt and Jason aren't likely to buy bitcoin anytime soon. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/11/2021 • 33 minutes, 41 seconds
Tech: Top Stocks for 2021
We kick off 2021 with our favorite stocks for the upcoming year (but really decade) and a look back at 2020 -- our biggest winners, regrets, and the lessons from the past year. Stocks: PINS, MELI, AAXN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/8/2021 • 33 minutes, 12 seconds
Energy: Top Stocks for 2021
We’re continuing our Theme Week on Top Stocks for 2021 with Jason Hall and Nick Sciple each sharing 2 of their favorite stocks for 2021. Texas Pacific Land Trust Podcast Stocks Mentioned: BIP, BIPC, NVEE, BRK.B, BRK.A, TPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/7/2021 • 42 minutes, 11 seconds
Wildcard: 2 More Top Stocks for 2021
Wildcard Wednesday our theme week continues as host Jason Moser and Motley Fool Ventures Vice President Brendan Mathews dive into 2 more stocks they think investors should have at the top of their list for 2021! Stocks: WDAY, MASI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/6/2021 • 30 minutes, 12 seconds
Consumer Goods: Top Stocks for 2021
To kick off the first week of 2021, Asit Sharma and Emily Flippen each discuss their top picks in the consumer goods industry for the next year and beyond. Stocks: Sleep Number (SNBR), AirBnB (ABNB) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/5/2021 • 38 minutes, 55 seconds
Financials: 1 Bank Stock to Watch in 2021
Wells Fargo (NYSE: WFC) has underperformed the financial sector for years, and for good reasons. From its numerous scandals to the asset-cap penalty that prevents the bank from growing, Wells Fargo was hurting before the pandemic. And as the only big bank without a large investment banking operation to help offset the negative effects of the COVID-19 pandemic, Wells Fargo got hit harder than most in 2020. But on this week's installment of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP, tells host Jason Moser why he thinks this could be a great value investment as we head into the New Year. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
1/4/2021 • 27 minutes, 37 seconds
Energy: 2020 Energy and Industrials EOY Roundtable
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/31/2020 • 59 minutes, 9 seconds
Wildcard: Five questions investors should ask themselves in 2021
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/30/2020 • 53 minutes, 55 seconds
CG: The Best and Worst Of 2020 Consumer Goods
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). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/29/2020 • 34 minutes, 16 seconds
2020 Recap: Financial Sector Edition
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/28/2020 • 32 minutes, 59 seconds
Wildcard: The 2020 IF Host Holiday Roundtable
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/23/2020 • 1 hour, 9 seconds
CG: Pandemic Pets
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) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/22/2020 • 21 minutes, 46 seconds
Financials: Mr. Wonderful is All-In on Financial Literacy
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/21/2020 • 31 minutes, 49 seconds
Tech: Best Tech Stocks of 2020
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/18/2020 • 35 minutes, 38 seconds
Energy: Quantumscape, Luminar, and Investing in Auto Tech
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/17/2020 • 36 minutes, 31 seconds
Wildcard: The Onset of Outset
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/16/2020 • 42 minutes, 45 seconds
CG: Has StitchFix Been Fixed?
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) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/15/2020 • 23 minutes, 5 seconds
Financials: A Deep Dive Into nCino and the Silicon Valley Tech Exodus
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). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/14/2020 • 31 minutes, 42 seconds
Tech: Road Blocks for ROBLOX?
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/11/2020 • 34 minutes, 45 seconds
Energy: Huge Tracts of Land
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/10/2020 • 28 minutes, 17 seconds
Wildcard: Butterfly-ing into the Markets
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/9/2020 • 39 minutes, 16 seconds
CG: Rotating into Revolve
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) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/8/2020 • 27 minutes, 53 seconds
Financials: LivePerson Founder and CEO Rob LoCascio on BELLA and the Future of Banking
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/7/2020 • 35 minutes, 17 seconds
Tech: C3.AI IPO
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/4/2020 • 32 minutes, 56 seconds
Energy: Bottom Fishing and Trend Chasing ft. Exxon, Fuel Cells, and More
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/3/2020 • 38 minutes, 7 seconds
Wildcard: Investing in the Subscription Economy
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/2/2020 • 35 minutes, 12 seconds
CG: Is Black Friday Over?
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? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
12/1/2020 • 30 minutes, 31 seconds
Financial: Crypto-Mania is Back, and Retail REITs Are Too
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/30/2020 • 33 minutes, 15 seconds
Wildcard: Jeans Post-Vaccine
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/25/2020 • 47 minutes, 49 seconds
CG: Doubling Down on DraftKing
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/24/2020 • 26 minutes, 58 seconds
Financials: Digging Into Affirm's S-1 and What Buffett's Been Buying and Selling
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! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/23/2020 • 34 minutes, 50 seconds
Tech: Air B and Buy?
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/20/2020 • 37 minutes, 50 seconds
Energy: What to Make of Vaccine News?
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/19/2020 • 26 minutes, 38 seconds
Wildcard: Retail Earnings & Special Dividends
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/18/2020 • 42 minutes, 46 seconds
CG: Digging into DoorDash’s S-1
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/17/2020 • 40 minutes, 46 seconds
Financials: A Closer Look at Capital One
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/17/2020 • 31 minutes, 26 seconds
Tech: Tim B's Process
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/13/2020 • 49 minutes, 2 seconds
Energy: Catching Up with Redfin
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/12/2020 • 28 minutes, 9 seconds
Wildcard: The Future of Fitness is Connected and Community
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
11/11/2020 • 35 minutes, 35 seconds
CG: Biden’ our Time Until a Vaccine
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) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
11/10/2020 • 41 minutes, 12 seconds
Financials: Why Are Bank Stocks and REITs Soaring on the Vaccine News?
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
11/9/2020 • 43 minutes, 30 seconds
Tech: Five Up on Work
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
11/6/2020 • 26 minutes, 17 seconds
Energy: A Defense Stocks Basket
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
11/5/2020 • 34 minutes, 6 seconds
Wildcard: The Tattooed Chef -- Mouthwatering or Malarkey?
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. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/4/2020 • 27 minutes, 50 seconds
Election Special: The Final Countdown
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/3/2020 • 38 minutes, 21 seconds
Financials: Visa and Mastercard Earnings, Square's Next Business, and Mall Bankruptcies
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
11/2/2020 • 30 minutes, 24 seconds
Tech: Pinterest Pops, Spotify Drops
We recap results from two Fool favorites -- Pinterest and Spotify! The monetization train just keeps chugging along for Pinterest, revenue was up almost 60% and the company added users in the U.S. and internationally. Wall Street wasn't quite as happy with numbers from Spotify, but some comments from management point to some interesting developments to watch in the coming months. Stocks: PINS, SPOT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/30/2020 • 29 minutes, 4 seconds
Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
Will Thomson returns to the show to discuss Massif Capital’s recent paper on how ESG funds are failing to invest in the resources and companies necessary to drive a clean energy transition. We also discuss potential investment opportunities in some of these underappreciated areas. Sectors discussed include: lithium, copper, rare earth metals, electric utilities, SPACs, and more. Stocks Mentioned: VWDRY, RWEOY, NEE, TRQ, LAC, FVAC, TSLA, TSX:IVN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/29/2020 • 54 minutes, 11 seconds
Wildcard: The Business of Video Games with Joost van Dreun
In recent decades, the video game industry has experienced incredible growth, surpassing film and music to become the most valuable form of entertainment in the world. What has driven this growth and what comes for the interactive entertainment industry? Video game researcher, professor, and investor Joost van Dreunen joins the podcast to answer those questions and more! If you’d like to learn more about the video game industry, make sure to check out Joost’s recent book One Up: Creativity, Competition, and the Global Business of Video Games. Stocks Mentioned: AAPL, MSFT, NTDOY, EA, FB, GOOG, GOOGL, AMZN, ATVI, ZNGA, GME, TCEHY, BILI, HUYA, DOYU Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/28/2020 • 1 hour, 13 minutes, 4 seconds
CG: Revenge of the Lifestyle Stocks
YETI, Dick’s, Thor Industries… Investors were only lukewarm on these stocks last year. But COVID has changed everything. Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss these three diverse companies and answer the inevitable question of what happens when life returns to normal for each company. Stocks: YETI, DKS, THO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/27/2020 • 39 minutes, 15 seconds
Financials: Earningspalooza Rolls On, JP Morgan Chase Puts Square in its Sights, & More!
Financials host Jason Moser and Motley Fool analyst John Maxfield cover the latest earnings reports from LiveOak Bank, Ameris Bancorp, and American Express. Then they take a look at JP Morgan Chase's efforts to take on Square as well as the news that more banks are releasing reserves and what that could mean for investors! Stocks: AXP LOB ABCB SQ PYPL JPM Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/26/2020 • 39 minutes, 12 seconds
Tech: Anti-Trust and Snap's Back
The Department of Justice filing an anti-trust lawsuit against Alphabet property Google was the tech story of the week. We unpack the DOJ's case, Google's response, and what shareholders should make of all of it. Then we talk about how Snap has quietly become a market beating stock and whether our opinion of the business has changed. Stocks: SNAP, GOOG, GOOGL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/23/2020 • 36 minutes, 57 seconds
Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery
This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation. Stocks Mentioned: BA, LUV, AAL, UAL, AER, GE, AL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/22/2020 • 23 minutes, 34 seconds
Wildcard: Health to 10X Wealth
We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them. Stocks: SMLR, DMTK, TRUP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/21/2020 • 42 minutes, 34 seconds
CG: Is it Game On for GameStop?
Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business. Stocks: GME Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/20/2020 • 49 minutes, 11 seconds
Financials: Bank Earnings Recap: Who Are the Financial Sector Winners?
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/19/2020 • 28 minutes, 34 seconds
Tech: Apple, Amazon, and K-Pop
We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS. Stocks: AAPL, AMZN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/16/2020 • 30 minutes, 47 seconds
Energy: Defense Investing? It’s Classified
Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more! Stocks Mentioned: MANT, LDOS, BAH, PLTR, LMT, BA, NOC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/15/2020 • 23 minutes, 14 seconds
Wildcard: Is It Game On for Unity Software?
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more! Stocks: U TCEHY ADSK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/14/2020 • 29 minutes, 27 seconds
CG: 2020’s Top Trends in Consumer Goods
Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020. Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/13/2020 • 45 minutes, 50 seconds
Financials: Venmo's New Credit Card, Square's New Investment, and a Preview of Bank Earnings
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at the new Venmo credit card, what makes it unique, and why it could be a win for both PayPal (NASDAQ: PYPL) and Synchrony Financial (NYSE: SYF). Also, the pair takes a look atSquare's (NYSE: SQ) recently-announced investment in bitcoin. And finally, with earnings season upon us, hear what to watch as Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), and Bank of America (NYSE: BAC) report third quarter results later this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/12/2020 • 29 minutes, 45 seconds
Tech: Asana La Vista
You may not recognize the name Asana, but I’m guessing you know the name Dustin Moskovitz. The Facebook co-founder was depicted in 2010s The Social Network and was at one point the youngest self-made billionaire in the world. Moscovitz didn’t rest on his Facebook riches, though. He left the company in 2008 to form the collaboration software company Asana. On this episode, we dive deep into Moscovitz’s second act in the tech space and whether it might belong on your watch list. STOCK: ASAN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/9/2020 • 32 minutes, 4 seconds
Energy: Investing in Steel in 2020
This week, we dive into the Industry Focus mailbag to answer a listener question on the steel industry. Motley Fool Contributor Tyler Crowe joins the show to break down the state of the industry today and take a look at Cleveland Cliffs, a company that’s poised to become North America’s largest integrated steel producer. Stocks Mentioned: CLF, MT, NUE Nucor Podcast from 03/28/2019 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/8/2020 • 27 minutes, 20 seconds
Wildcard: SPACs 102
Back in July, Luis Sanchez joined the podcast to discuss the SPAC craze and why it was so hot. Since then, SPACs have become even more omnipresent in investing discussions. This week, Nick and Luis dive deeper into investing in SPACs, discuss SPAC companies backed by Bill Ackman and Chamath Palihapitiya, and Luis shares some of his favorite pre-deal and post-deal SPACs right now. Check out our July SPAC Podcast here: Apple/Spotify/Web Stocks Discussed: IPOB, IPOC, PSTH, ENPC, ENPC.U, GOAC, FEAC Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/7/2020 • 37 minutes, 20 seconds
CG: Saying Goodbye to More than Just Movies
In this episode of Industry Focus (pre-recorded 9/28) Motley Fool contributor Dan Kline joins host Emily Flippen to take a look at how the movie industry has changed in light of the pandemic. Are studios right to withhold blockbuster releases? Can theater chains survive 2020? Additionally, Dan and Emily discuss an important update for our podcast listeners. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/6/2020 • 29 minutes, 39 seconds
Financials: A Deep Dive into eXp World Holdings
Jason and Matt take a closer look at this fast-growing real estate disruptor. Intro: We all know that Zillow (NYSE: Z)(NYSE: ZG) and Redfin (NASDAQ: RDFN) are disruptors in the real estate world, but you may not have heard of eXp World Holdings (NASDAQ: EXPI) yet. A real estate broker and provider of cloud-based platforms for agents, eXp is growing rapidly and plans to keep expanding its reach around the world. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at this interesting and innovative company. Plus, hear why Frankel thinks bargain hunters should keep their eye on EPR Properties (NYSE: EPR) while Moser is watching PayPal (NASDAQ: PYPL) after the announcement of its Venmo-branded credit card. Stocks: Z, ZG, RDFN, EXPI, EPR, PYPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/5/2020 • 33 minutes, 21 seconds
Tech: 2020's Most Controversial Tech Stock
The wait is over! After years of speculation about Silicon Valley's most secretive company, we now have our first look at Palantir's books. We run the company through the standard check-list and explain why it's different than any software stock we've discussed before. Stocks: PLTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/2/2020 • 34 minutes, 48 seconds
Energy: A Renewable Energy Basket
Motley Fool Contributor Jason Hall joins the show to share 5 picks for building a renewable energy basket. We also discuss what we look for in a renewable energy investment and a few stocks that missed the list. Stocks Discussed: BEP, BEPC, AY, VWDRY, TPIC, NEE, FSLR, SPWR, ENPH, SEDG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
10/1/2020 • 39 minutes, 14 seconds
Wildcard: Cruisin' into the New Year?
For this Wildcard Wednesday, we're taking a look at the increasingly wild industry of cruise lines. Join Motley Fool contributor and professional cruiser Dan Kline as he digs into how the industry has coped in the wake of the current pandemic and if now is the time to start buying before ultimately answering the question that we know is on the top of all of our listeners minds: Dan has a cruise booked for January, will it happen? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/30/2020 • 34 minutes, 27 seconds
CG: Costco and the Beauty of Membership-Based Retail
Warehouse clubs have dominated the landscape for consumers this year, from bulk purchases of toilet paper to drowning our loneliness in discount liquor. But one warehouse retailer stands above the rest. What makes the Costco experience special? And how does it compare to BJs and Sams Club? Join Motley Fool's Dan Kline and Emily Flippen to uncover the economics of the membership-based retail experience. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/29/2020 • 34 minutes, 21 seconds
Financials: A Fall Financials Check-In and an Exciting New Fool Service
On today's Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look back at the first nine months of 2020, and more importantly, discuss what they're watching for the rest of the year. Hear what stocks they've bought recently, what the election could mean to your portfolio, and why third quarter bank earnings could be the most important yet, and more. Plus, Frankel gives listeners a rundown of the new Real Estate stock investing service from The Motley Fool's sister company Millionacres, and why now could be an especially great time to invest in this beaten-down sector. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/28/2020 • 22 minutes, 59 seconds
Tech: Bargain Bin Buys and Bottomed Out Businesses
After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/25/2020 • 31 minutes, 27 seconds
Energy: The Nikola Saga
It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here. Stocks Mentioned: NKLA, GM, CNHI, BP, TSLA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/24/2020 • 25 minutes, 44 seconds
Wildcard: GoodRx - Prescription for Profit?
What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/23/2020 • 35 minutes, 48 seconds
CG: A discount winner and a beverage contender.
Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/22/2020 • 37 minutes, 9 seconds
Financials: Is This Real Estate SaaS Company Worth Buying?
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/21/2020 • 33 minutes, 44 seconds
Tech: JFrog and the September Blizzard
Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/18/2020 • 30 minutes, 44 seconds
Energy: Daniel Yergin on Energy, Climate, and Geopolitics
This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation. Stocks Mentioned: TSLA, BP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/17/2020 • 47 minutes, 1 second
Wildcard: Has Teladoc Health Met Its Match?
On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/16/2020 • 30 minutes, 53 seconds
CG: Overlooked and Overstocked
Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years. Stocks: JCPenny (JCP), Overstock (OSTK), Lowes (LOW), AtHome (HOME) Thanks to Motley Fool member Sean for today’s title! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/15/2020 • 28 minutes, 51 seconds
Financials: Buffett's IPO Investment and Citigroup's Next CEO
In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent news that Citigroup (NYSE: C) CEO Michael Corbat will be stepping down in 2021 and current President Jane Fraser will be taking his place, which will be the first time a woman has been CEO of a mega-bank. Plus, we recently learned that Warren Buffett's Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) will be taking a stake in Snowflake's upcoming IPO. And finally, the pair tells listeners why Walker & Dunlop (NYSE: WD) and Adobe (NASDAQ: ADBE) are on their radar this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/14/2020 • 25 minutes, 5 seconds
Tech: The "Other, Other, Other" Zoom
There are too many Zooms to count in the public markets. While Zoom Video Communications has been one of the stars of the past few months, today we switch our gaze to ZoomInfo Technologies (ZI) - a SaaS business that provides companies with organizational information. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/11/2020 • 39 minutes, 19 seconds
Energy: Boeing Gets More Bad News + Checking in On Air Travel
Boeing received another blow this week as stories emerged of issues affecting its 787 Dreamliner, adding to the woes the company faced with the 737 Max aircraft. Motley Fool Contributor Lou Whiteman joins the podcast to explain what this latest news means for Boeing and to discuss the current state of airlines and air travel. Stocks Mentioned: TSLA, BA, DAL, LUV, UAL, AAL, SAVE Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/10/2020 • 29 minutes, 16 seconds
Wildcard: 3 Med-Tech Sizzlers
Revisiting one of our most popular Healthcare episodes from 2019, join Motley Fool contributor Brian Feroldi and Host Emily Flippen as they take a look at some of the most interesting companies improving healthcare through technology, Schrodinger (NASDAQ: SDGR), Simulations Plus (NASDAQ: SLP), and Veeva Systems (NYSE: VEEV). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/9/2020 • 29 minutes, 58 seconds
CG: Etching out the Future for Etsy
Etsy (NASDAQ: ETSY) made headlines last week after it beat out Tesla for addition to the S&P500. Was the addition justified? Join Motley Fool contributor Dan Kline and host Emily Flippen as they discuss the business basics of Etsy, what makes the company special, and if Etsy is worthy of a position in your portfolio today. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/8/2020 • 29 minutes, 35 seconds
Tech: Your Stock Questions
We hit the mailbag to do a lightning round of stock talk. Listeners wrote in on Square, Nutanix, Gravity, we explain what's going on with these businesses and what we expect from them going forward. Plus we tackle a tough question about tracking down management info on foreign companies. Stocks: GRVY, SQ, NTNX, PYPL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/4/2020 • 29 minutes, 43 seconds
Energy: Corporate Denial Campaigns with Barbara Freese
For generations, businesses faced with evidence that their products cause harm to consumers have used public relations campaigns to deny culpability. This week’s guest is Barbara Freese, author of the recent book Industrial Strength Denial: Eight Stories of Corporations Defending the Indefensible, From the Slave Trade to Climate Change. Our conversation delves into corporate denial campaigns in the British slave trade, the fossil fuel industry, the tobacco industry, and more, as well as what changes we can make to make corporate denial less likely. Stocks Mentioned: XOM, BP, GM, F Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/3/2020 • 42 minutes, 55 seconds
Wildcard: Berkshire Hathaway and the Power of Quality Shareholders w/ Lawrence Cunningham
Warren Buffett just turned 90, announcing a $6 billion investment in five major Japanese trading firms nearly simultaneously. Law professor, corporate governance expert, writer, and Berkshire Hathaway scholar Lawrence Cunningham joins the show to discuss Berkshire’s latest investments, Buffett’s legacy, and how businesses like Berkshire attract quality shareholders. Additional topics include: Constellation Software, succession at Berkshire, ESG investing, and more. Professor Cunningham’s latest book, Quality Shareholders: How the Best Managers Attract and Keep Them is available later this Fall. Stocks Discussed: BRK.A, BRK.B, DHR, MKL, JEF, GHC, CNSWF, FRFHF Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/2/2020 • 1 hour, 6 minutes, 7 seconds
CG: More Tales from the Retail Frontier
In this episode of Industry Focus, Dan Kline joins Host Emily Flippen to break down some of the retailers that are foraging at the front of their own frontiers. These retailers are evolving in unexpected ways, but are all their moves scouting their own paths? Or are they just digging their own graves? Stocks: Nike (NKE), GameStop (GME), Ulta Beauty (ULTA), Dick’s Sporting Goods (DKS), Chewy (CHWY) Special Thanks to Motley Fool Member Keith Justice for today’s title! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/1/2020 • 35 minutes, 21 seconds
Financials: 2 Fintech Stocks We're Ready to Buy Now
In this installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP wish a very happy 90th birthday to Warren Buffett, and share some of the greatest lessons we've learned from him over the years. Then, Frankel discusses why recent IPO Lemonade (NASDAQ: LMND) is at the top of his buy list right now, despite being a very young business in a competitive market, and Moser discusses why he's about ready to pull the trigger on Bill.com (NASDAQ: BILL). Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/31/2020 • 30 minutes, 28 seconds
Tech: There’s No Business Like SNOW Business
While the market has been crazy, it hasn't kept new entrants from joining. Today we talk about one of 2020s most hotly anticipated IPOs -- Snowflake. The company has big frenemies in the cloud space and a stellar net revenue retention figure, we unpack it all to see whether it's worth buying when it goes public. Stocks: SNOW, AMZN, GOOG, GOOGL, MSFT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/28/2020 • 36 minutes, 51 seconds
Energy: EV IPO Mania
2020 has been a massive year for electric vehicles. Tesla and Nio have made new to all time highs, and Nikola Motor helped kick off an epic SPAC boom this summer. While Nikola Tesla’s namesake companies have dominated the headlines, we’ve seen a number of smaller EV companies come public, or announce plans to do so. At the same time, the market has rediscovered some EV-related stocks that had been public for years. Motley Fool Senior Auto Analyst John Rosevear joins the show this week to help shed some light on some of these less well-known EV players. Stocks Mentioned: XPEV, LI, HCAC.U (Future CNOO), DPHC (Future RIDE), WKHS, NIO, TSLA, GM, VWAPY, SHLL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/27/2020 • 40 minutes, 52 seconds
Wildcard: The Tesla of Medical Imaging?
Today we bring you one of the riskiest companies we’ve ever discussed on the show -- Nanox. This imaging company is trying to upend the industry by giving its products away for FREE. We talk about the potentially transformational technology and business model behind the company. Stocks: NNOX Producer Note: Due to technical issues we used our backup audio from Zoom.
8/26/2020 • 33 minutes, 57 seconds
CG: Serving the Underserved: Looking at Underrated Consumer Goods Companies
We’ve taken a look at some of the most prolific and popular consumer goods stock since the outbreak of COVID-19, but what about some underserved winners? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to “serve the underserved” and take a deeper look at some of the most underrated consumer goods companies on the market today. Stocks: Ross (ROST), Boston Beer (SAM), Scotts MiracleGro (SMG), Mattel (MAT) Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/25/2020 • 37 minutes, 5 seconds
Financials: Splits, Shorts, and Refinances: What Investors Need to Know
Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selling is at a 15-year low, and host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for the stock market and investors in general. Finally, the pair discusses an unpopular cost increase set to hit mortgage refinancers, and talk about why Rocket Companies (NYSE: RKT) and Bill.com (NASDAQ: BILL) are on their radar this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/24/2020 • 31 minutes, 47 seconds
Tech: Valuation, TAM, Margin of Safety, and More!
We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions. Stocks: AMZN, PINS, UBER Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/21/2020 • 37 minutes, 49 seconds
Energy: Down with Coal, Up with Renewables
According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems. Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/20/2020 • 30 minutes, 8 seconds
Wildcard: China Tech w/ Rui Ma of TechBuzz China
Chinese tech is in the news lately, with President Donald Trump teasing bans of Chinese apps. Special guest Rui Ma, co-host of the TechBuzz China podcast, joins The Motley Fool’s Ben Ra and Nick Sciple to discuss the state of Chinese tech today, paying special attention to fast-growing Chinese tech companies Pinduoduo and Bytedance (parent company of TikTok). Stocks Mentioned: PDD, TCEHY, BABA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/20/2020 • 52 minutes, 14 seconds
CG: Breaking Down the Earnings Barriers: Walmart, Home Depot, and Kohls
In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in today’s episode. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/18/2020 • 32 minutes, 53 seconds
Financials: Here's What Warren Buffett is Buying and Selling
Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/17/2020 • 33 minutes, 17 seconds
Tech: 10X Stocks
Who doesn't love seeing their money multiply? On this episode, we talk about what makes a multibagger and three companies -- RedViolet, Endava, and Magnite -- that have 10X potential. Stocks: MGNI, RDVT, DAVA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/14/2020 • 38 minutes, 8 seconds
Energy: Brookfield Renewable Energy and Where to Look for Renewable Energy Stocks
By overwhelming listener demand, we’re covering Brookfield Renewable Energy (Partners & Corporation) as well as where we look for renewable energy investments and why. Motley Fool Contributor Jason Hall is this week’s guest. Stocks Mentioned: BEP, BEPC, BIP, BIPC, AY, CWEN, CWEN.A Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/13/2020 • 25 minutes, 4 seconds
Wildcard: Chinese Gaming
This week, Motley Fool Advisor Aaron Bush, of MasterTheMeta fame, joins Host Emily Flippen to break down how the gaming landscape in China has evolved in the wake of new geopolitical tension. What does the future hold for the largest gaming company in the world? What would a merger of equals mean for the streaming landscape in the Middle Kingdom? Tune in to find out! Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/12/2020 • 24 minutes, 53 seconds
CG: Uncovering the Un-Carrier
T-Mobile has officially overtaken AT&T to become the nation’s second largest carrier - but what does this mean for the company branded as the “un-carrier” and telecoms at large? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to unpack T-Mobile’s recent news as well as take a retrospective look at what has made T-Mobile such a formidable competitor. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/11/2020 • 34 minutes, 26 seconds
Financials: Insurance Earnings and Interest Rates, Oh My!
On this week’s episode of Industry Focus: Financials host Jason Moser chats with Motley Fool analysts Dan Caplinger and Jason Hall about recent earnings reports from Berkshire Hathaway and Markel as well as what the current interest rate environment means for investors looking to maximize returns on cash! BRK.B MKL Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/10/2020 • 44 minutes, 39 seconds
Tech: Top Stocks of 2020
It's been a good year to be in tech. The Tech heavy NASDAQ has put up over 20% YTD returns, while the S&P 500 has been relatively flat. But some names in tech have put those returns to shame. On this episode we run through four of the best performing tech stocks YTD and debate whether their runs could continue.Stocks: OSTK, ACMR, FVRR, FSLY Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/7/2020 • 32 minutes, 48 seconds
Energy: What College Football Can Teach Us About Investing
Sports have been a constant topic of discussion this year. Will they play? How will they handle COVID? This week, we ask a couple of different questions: (1) What can sports, specifically college football, teach us about investing? and (2) How might cancellation (or limitation to college play to only in-conference games) impact the economy? Jason Hall joins the show to help answer these questions and more. Whether you like college football or not, we hope this episode inspires you to look for investing lessons in some of your favorite hobbies and pastimes. You’ll be surprised at what you can learn if you stop and look around. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/6/2020 • 32 minutes, 17 seconds
Wildcard: A Conversation with LivePerson Founder and CEO Rob LoCascio.
Wildcard Wednesday host Jason Moser chats with Founder and CEO of LivePerson Rob LoCascio. Make sure to tune in as they talk more about LivePerson's most recent quarterly results, the company's business during the pandemic, how its Conversational Cloud platform is changing the consumer experience and much more! LPSN Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/5/2020 • 31 minutes
CG Bonus Episode: Planet Fitness Earnings Review
Back as promised! Host Emily Flippen welcomes back Motley Fool contributor Dan Kline to follow-up on yesterday’s discussion on Planet Fitness in light of the company’s most recent earnings report. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/5/2020 • 13 minutes, 4 seconds
CG: Pre-Earnings Planet Fitness Deep Dive
Motley Fool contributor Dan Kline joins Host Emily Flippen to take a deep dive into one of the hottest fitness stocks on the market today, and no, it’s not Peloton. Planet Fitness has struggled as the pandemic forced many of its clubs to close down, but does the work-from-home trend benefit or hurt this discount gym over the long term? Join us as we take a deeper look at Planet Fitness ahead of its earnings report on the 4th. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/4/2020 • 40 minutes, 48 seconds
Financials: PayPal Earnings, Apple's Latest Acquisition, and More
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at PayPal's (NASDAQ: PYPL) excellent second quarter, as well as the latest results from SVB Financial (NASDAQ: SIVB). Plus, Apple (NASDAQ: AAPL) recently announced an acquisition of a startup that turns iPhones into payment terminals (sound familiar?). Finally, as earnings season continues in full swing, hear what the pair are watching as Square (NYSE: SQ) and Bill.com (NASDAQ: BILL) report later this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
8/3/2020 • 23 minutes, 28 seconds
Tech: Apple Splits, Pinterest Soars
It's earnings season! We dive into the results from one of the largest companies in the world, Apple, and a Fool Favorite Pinterest. To take our very brief survey go to http://mot.ly/survey. Thanks for helping us out!Stocks: AAPL, PINS Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/31/2020 • 28 minutes, 58 seconds
Energy: An Intro to Options
Options have surged in popularity this year, with many retail investors dabbling in them for the first time. What are options and how can you use them Foolishly? Foolish options Gurus Jim Gillies and Jim Mueller join the show to discuss the basics of option, mistakes to avoid, and a couple options strategies that are appropriate for beginners. To sign up for and learn more about Total Income email Jim at jmueller@fool.com directly. Stocks Discussed: SBUX Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/31/2020 • 51 minutes, 9 seconds
Wildcard: Kodak's Back
Shares of Kodak are up over 1000% this week on the news that the camera company received a $700 million loan to build out capabilities to manufacture active pharmaceutical ingredients. The news is a shot in the arm for a struggling business and a move that brings key operations onto U.S. soil. We talk about that, plus all-you-can-fly passes in China and whether they could make their way to the U.S. Stocks: KODK Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/29/2020 • 27 minutes, 19 seconds
CG: Retail Bankruptcies: Round 3
Motley Fool contributor Dan Kline joins Host Emily Flippen to take a look back at the retail bankruptcy scorecard for the third time since the COVID-19 pandemic shook the world. While bankruptcies themselves are important to discuss, it begs the question: where has discretionary spending moved, if not towards these retailers? Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/28/2020 • 38 minutes
Financials: Buffett's Latest Investment and Some Financial Sector Earnings
We recently learned that Warren Buffett invested another $800 million of Berkshire Hathaway's (NYSE: BRK.A)(NYSE: BRK.B) capital in Bank of America (NYSE: BAC), and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know and what it could mean for investors. Plus, the pair discusses the latest results from American Express (NYSE: AXP) and Ameris Bancorp (NYSE: ABCB) and looks ahead to earnings from Markel (NYSE: MKL) and Mastercard (NYSE: MA) later this week. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/27/2020 • 29 minutes, 21 seconds
Tech: Sea Limited Soars
Up over 800% since the beginning of 2019, Sea Limited is one of the hottest little-known tech companies out there. In this episode, TMF Premium analyst Joey Solitro walks us through the bull case. Stocks: SE, MELI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/24/2020 • 32 minutes, 5 seconds
Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital
With the world poised to transition toward carbon-free energy, investors across the energy and industrials landscape are being affected. Simultaneously, value investing is facing its most challenging period in years. Will Thomson of Massif Capital, a long/short investment firm focused on global opportunities in listed real assets, principally mining, energy, and infrastructure, joins Industry Focus Host Nick Sciple and Motley Fool Analyst Buck Hartzell to discuss how he’s investing in the coming energy transition and where he’s seeing value today. Stocks Mentioned: TRQ, PLUG, BE, IVPAF, CCJ, KAS:KZAP Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/23/2020 • 53 minutes, 44 seconds
Wildcard: 3 Healthcare Stocks I Bought Last Week
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 healthcare companies he recently added to his portfolio! SMLR NVCR ZYXI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/22/2020 • 33 minutes, 21 seconds
CG: Which Coronavirus Changes Are Here to Stay
Innovation has been key for retail businesses looking to stay alive during this global pandemic. But while some companies have taken these changes in stride, others seem to be drowning in complacency. Are any of these innovations capable of reviving so many retail outlets that have, to this point, been dead in the water? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to dig into what coronavirus changes are truly here to stay. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/21/2020 • 29 minutes, 58 seconds
Financials: An Interview With Goldman Sachs' Head of Consumer Banking
Hear how the COVID-19 pandemic has affected Goldman's business, the future plans for growth, and more. Intro: In today's episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP interviews Harit Talwar, Global Head of Consumer Banking at Goldman Sachs (NYSE: GS). Talwar discusses how the COVID-19 pandemic has affected the bank's business and future growth plans, gives an update on the Apple (NASDAQ: AAPL) credit card launch, and much more. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/20/2020 • 29 minutes, 40 seconds
Tech: BigCommerce Deep Dive
Shopify competitor BigCommerce filed its IPO prospectus with the SEC. We walk through the company's S-1 and talk about how it stacks up to its much bigger e-commerce rival. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/17/2020 • 27 minutes, 56 seconds
Energy: The New Ford Bronco, EV IPOs, and AV Consolidation
Description: On Monday, Ford revealed the new Ford Bronco, marking a return after 25 years. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what the reveal means for Ford and share his thoughts on recent IPOs in the electric vehicle space, as well as recent autonomy deals reached by both Amazon and Alphabet’s Waymo self-driving subsidiary. Stocks Mentioned: F, FCAU, GM, AMZN, NKLA, SHLL, SPAQ, GOOG, VLVLY, Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/17/2020 • 34 minutes, 48 seconds
Wildcard: Technology in the Era of COVID
The sudden onset of COVID-19 has pushed many company’s backs against the walls as they struggle to keep themselves afloat during unpredictable times. While a global pandemic was not an expected turn of events for most people, we’ve seen a surge in innovation as technology rushes to meet the demands of a changing world. Join host Emily Flippen and Motley Fool intern Meilin Quinn as they dissect the companies and technologies that are building out a future to make the most of the new normal. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/15/2020 • 21 minutes, 13 seconds
CG: The Current State of Cord Cutting
The trend towards cord cutting has continued to accelerate amidst increased competition in the streaming wars. But as streaming services continue to crop up, prices have inflated as well. What does the current state of cord cutting look like now that its prices simply aren’t as appealing? Join Motley Fool contributor Dan Kline and host Emily Flippen to find out! Note: In today's show, Dan referred to Crackle as being a Sony company. In March 2019 Sony sold a majority stake in the platform to Chicken Soup for the Soul Entertainment, partnering on a new venture called Crackle Plus, which includes Crackle and other ad-based videos on demand (AVOD) streamers. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/14/2020 • 33 minutes, 48 seconds
Financials: The Largest Mortgage Originator is Finally Going Public
Quicken Loans, the largest mortgage originator in the United States, has filed IPO paperwork under the Rocket Companies brand name, presumably to continue its emphasis on its Rocket Mortgage platform. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what the company does, how it makes money, and what investors should expect. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/13/2020 • 30 minutes, 47 seconds
Tech: Finally Uber Goes Buying
After months of speculation, the great meal-delivery consolidation has happened! Spurned by Grubhub, Uber announced it was buying rival Postmates in a $2.65 billion deal. This narrows the space down to three major players, we talk about how it impacts the market and consumers. Then, we talk about a rumored subscription offering from Twitter, and why it might make sense from a monetization and talent retention standpoint. Stocks: UBER, GRUB, TWTR Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
7/10/2020 • 27 minutes, 21 seconds
Energy: Warren Buffett, Pipelines, and the Courts
On Monday, Warren Buffett and Berkshire Hathaway announced a nearly $10 billion dollar enterprise value deal for Berkshire to acquired the natural gas distribution and processing assets of Dominion Energy. At the same time, we’ve seen multiple court decisions in the past week targeted toward delaying or preventing the construction of new pipelines. Motley Fool Contributor Jason Hall joins the show to break down Buffett’s big deal and the operating environment for pipeline companies today. Stocks Mentioned: BRK-A, BRK-B, D, DUK, ET, KMI Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube TwitterReach us by Email @ IndustryFocus@fool.com
7/9/2020 • 23 minutes, 18 seconds
Wildcard: What Are SPACs and Why Are They So Hot Right Now?
Description: It’s been a huge year for Special Purpose Acquisition Companies, commonly known as SPACs, with DraftKings, Nikola Motor, Virgin Galactic, and more using SPACs to bring their companies public. Why have SPACs suddenly become so popular? Motley Fool Contributor Luis Sanchez joins the podcast to share his perspective on that question as well as some SPACs currently on his radar. Stocks Mentioned: SPCE, NKLA, DKNG, SHLL, CCH, GRAF, IPOB, IPOC, LCA Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/8/2020 • 26 minutes, 50 seconds
CG: Tractor Supply Co Deep Dive
Tractor Supply (TSCO) has been one of the niche retail winners over the past decade, but it’s success and brand still remains a mystery for many. Join Dan Kline and Emily Flippen as they take a deep dive into this curious winner and discuss whether its past successes are still replicable or if it’s best days are behind it. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/7/2020 • 36 minutes, 42 seconds
Financials: Buffett Just Fired His Elephant Gun -- Or Did He?
Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) just made its first investment of the COVID era by purchasing the natural gas assets of Dominion (NYSE: D). In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors need to know about it. In addition, hear about the latest efforts to force retailers to accept cash as a payment option and get the details on Wells Fargo's (NYSE: WFC) upcoming dividend cut. And finally, Frankel has his eye on Green Dot (NYSE: GDOT) while Moser is watching recent IPO Lemonade (NASDAQ: LMND) this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/6/2020 • 27 minutes, 19 seconds
Energy: Bethany McLean on Chesapeake Energy and The Future of Fracking
On Sunday, Chesapeake Energy filed for Chapter 11 bankruptcy and the New York Stock Exchange began the process of delisting its stock. Financial journalist Bethany McLean is our guest this week to help break down how Chesapeake got to this point and what’s next for the industry, as well as the state of financial journalism today, Wirecard, and her collaboration with co-author Joe Nocera on an upcoming book about the coronavirus response in the United States. **For those interested in learning more about the oil and gas industry today, I highly recommend Bethany’s book Saudi America: The Truth About Fracking and How It’s Changing the World -- Nick Stocks Mentioned: CHK, CHKQ, EOG, WCAGY Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
7/2/2020 • 35 minutes, 54 seconds
Wildcard: A $500 Million Mirror
Earlier this week, news broke that apparel brand Lululemon is buying Mirror, maker of a sleek, smart, home fitness device. The move connects a strong lifestyle brand and massive retail footprint with an upstart in a related and quickly growing category -- but does it make sense? We dive into the deal, how Mirror could be a huge boon for Lululemon, and talk about competitor Peloton. Stocks: LULU, PTON
7/2/2020 • 40 minutes, 16 seconds
CG: Reeling Restaurants
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/30/2020 • 34 minutes, 32 seconds
Financials:Stress Test Results Could Lead to Dividend Cuts -- Should Bank Investors Worry?
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/29/2020 • 31 minutes, 48 seconds
Tech: How $2 Billion Goes Missing
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/26/2020 • 35 minutes, 12 seconds
Energy: Checking in On Housing
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/25/2020 • 32 minutes, 2 seconds
Wildcard: DraftKings, Flutter, and the State of Online Gaming
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 Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
6/24/2020 • 45 minutes, 58 seconds
CG: What The Next Wave of Retail Bankruptcies May Look Like
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/23/2020 • 37 minutes, 35 seconds
Financials: Investing in Recessions and The Latest News in the J.C. Penney Bankruptcy
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/22/2020 • 33 minutes, 2 seconds
Tech: Dividend Investing
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/19/2020 • 39 minutes, 22 seconds
Energy: Enphase Energy Gets Hit By a Short Report
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/18/2020 • 25 minutes, 57 seconds
Wildcard: Is Cybersecurity a COVID-19 Opportunity or Red Herring?
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/17/2020 • 23 minutes, 12 seconds
CG: “May Madness”: Retail Bracket Showdown Part 2
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/16/2020 • 35 minutes, 31 seconds
Financials: The Day-Trading Boom and Why It's So Concerning
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/15/2020 • 26 minutes, 40 seconds
Tech: Shift4 IPO
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/12/2020 • 32 minutes, 4 seconds
Energy: Nikola Comes Public
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/11/2020 • 30 minutes, 38 seconds
Wildcard: A New IPO in the Healthcare Space!
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/10/2020 • 24 minutes, 2 seconds
CG: Revisiting Warner Music Group Post-IPO
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/9/2020 • 25 minutes, 2 seconds
Financials: Retail REITs Are On Fire
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/8/2020 • 28 minutes, 10 seconds
Tech: Zoom Zoom Zoom
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/5/2020 • 39 minutes, 23 seconds
Energy: Airlines Get Up Off the Mat
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/4/2020 • 31 minutes, 43 seconds
Wildcard: Moderna - A Case Study
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/3/2020 • 28 minutes, 58 seconds
CG: Is Winmark the Key to Winning at Resale?
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/2/2020 • 28 minutes, 47 seconds
Financials: Axos Financial: A Deep Dive Into The Innovative Online Bank
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: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/1/2020 • 29 minutes, 21 seconds
Tech: Slack vs. Microsoft Teams
For Slack's life as a publicly traded company, the collaboration company has been plagued by concerns that its lunch might be eaten by tech giant Microsoft and its Teams product. But are they actually competitors?Microsoft seems to think so, but Slack doesn't. We explore why and how investors should look at the battle for workplace collaboration. Stocks: WORK, MSFT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/29/2020 • 31 minutes, 54 seconds
Energy: Investing In Railroads
For over 100 years, railroads have been the backbone of America’s logistics infrastructure. Today, railroads represent 40% of of freight miles in the United States. Industry Focus Contributor Lou Whiteman joins the show to give a high level overview of the railroad industry today and the major companies operating in the space. Stocks Mentioned: CSX, UNP, KSU, NSC, CNI, CP Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/28/2020 • 23 minutes, 41 seconds
Wildcard: StoneCo Soars on Earnings and Real Estate is Making a Comeback
Since we were off for Memorial Day on Monday, we're doing a special edition of Industry Focus: Financials today. Host Jason Moser and Fool.com contributor Matt Frankel start by discussing the stock price action we've been seeing in the banking industry, and why some banks like M&T Bank (NYSE: MTB) and Ameris Bancorp (NYSE: ABCB) are underperforming their peers. Then, the pair dives into StoneCo (NASDAQ: STNE) earnings and discusses some of the positive suprises we're seeing in the real estate market. And finally, you'll hear why Frankel has his eye on U.S. Bancorp(NYSE: USB) and why Moser is watching Ulta (NASDAQ: ULTA) closely this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/27/2020 • 26 minutes, 34 seconds
CG: Home Improvement Earnings Faceoff: Settling the Score Between Home Depot and Lowes
The duopoly between the two biggest Home Improvement Retailers, Home Depot and Lowes, reached a boiling point last week after Lowe’s reported same store sales that were nearly double of their competitor. Is this a one-off event, or the first of a rapidly shifting tide? Join Dan Kline and Emily Flippen as they take a deep dive into these two behemoths and explore if one is really better than the other. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/26/2020 • 28 minutes, 15 seconds
Tech: Facebook Gets Shopified
Earlier this week Facebook announced Facebook Shops, an e-commerce product that will allow users to browse and buy products while on Facebook -- it seems like a boon for Facebook and one of its partners on the product, Shopify.And anti-trust suits against Google Parent Alphabet seem to be picking up steam, we analyze what regulators are honing in on and some of the problems big tech companies have created for themselves as they've gotten bigger. Stocks: FB, SHOP, GOOG, GOOGL, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/22/2020 • 34 minutes, 19 seconds
Energy: Oil Stocks are Hard: Warren Buffett Edition
Last Friday, Berkshire Hathaway and Warren Buffett filed their quarterly 13-F form, which reveals what stocks Berkshire held as of the end of the first quarter, March 31, 2020. Motley Fool Contributor Jason Hall joins the show to share his thoughts on Uncle Warren’s moves, including one sell he thinks Buffett got wrong. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/21/2020 • 32 minutes, 54 seconds
Wildcard: Snooping for the Scoop: A Deep-Dive into Financial Fraud
Financial fraud has been a hot topic - between Luckin Coffee and short seller reports, no investor seems to be immune from the claims which range from the ridiculous to the righteous. Joining host Emily Flippen to breakdown the ins and outs of financial fraud is Motley Fool advisor Bill Mann. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/20/2020 • 25 minutes, 38 seconds
CG: May Madness: Retail Bracket Showdown
Still missing this year’s March Madness? Join Dan Kline and Emily Flippen as they bring their top 8 retail companies face-to-face in the first ever Retail Bracket Showdown. Who will come out on top? Tune in to find out! Stocks: WMT, HD, BBY, COST, DG, TJX, W, TGT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/19/2020 • 35 minutes, 16 seconds
Financials: A Closer Look at Soaring Fintech Bill.com
Business payments solution company Bill.com (NASDAQ: BILL) has been one of the best-performing financial stocks during the COVID-19 pandemic. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take an in-depth look at the company and what investors need to know. Plus, hear Frankel and Moser discuss why they're keeping an eye on Goldman Sachs(NYSE: GS) and Intuit (NASDAQ: INTU) this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/18/2020 • 33 minutes, 44 seconds
Tech: Uber Orders In
News broke earlier this week that Uber is interested in buying meal delivery service Grubhub for roughly $6 million. The deal would be the latest in a long series on acquisitions in the meal delivery space, but does it make sense?We dive into the deal, explore why the meal delivery market might be a winner-take-all proposition, and why the deal could run into regulatory issues. Stocks: UBER, GRUB Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/15/2020 • 27 minutes, 33 seconds
Energy: Renewable Energy Yieldcos -- Energy Stocks We’d Consider Buying Right Now
Between the pandemic and the Saudi-Russia oil price war, it’s been tough to find energy stocks to like right now. Industry Focus Contributor Matt DiLallo joins the show to share some energy stocks he’d consider buying amid COVID-19 Stocks Mentioned: CWEN, CWEN.A, AY, TRP, CHK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/14/2020 • 23 minutes, 38 seconds
Wildcard: How COVID-19 Is Changing the World
All our lives have changed in recent months as we’ve adapted to living in quarantine. How many of those changes are permanent, though, and how many things will return right back to normal when the pandemic subsides? Industry Focus hosts Emily Flippen, Dylan Lewis, and Nick Sciple come together to break it down Stocks Mentioned: RDFN, PYPL, Z, ZG, UBER, GRUB, TWTR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting Industry Focus Get 10% off your first air purifier at http://www.molekule.com with code fool10.
5/13/2020 • 42 minutes, 42 seconds
CG: Will Good CG Companies Go Bad?
Motley Fool Contributor Dan Kline joins Emily Flippen to discuss if their delivery habits will change at all in the light of a potential Uber/Grubhub merger as well as if (and when) good companies will be ruined by the COVID-19 global pandemic. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/12/2020 • 33 minutes, 18 seconds
Financials: PayPal and Square: Winners of First-Quarter Earnings Season
Earnings season is coming to a close, and we just got a glimpse at the latest results from PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), including how both businesses performed in April as the COVID-19 pandemic shut down much of the U.S. economy. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the numbers that investors need to know. Then, the pair answers a listener question on the seemingly irrational optimism in the stock market and discusses why they have Disney (NYSE: DIS) and Sony (NYSE: SNE) on their radar right now. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/11/2020 • 33 minutes, 44 seconds
Tech: Emptying out the Mailbag
Today we take listener questions like: Should I buy stocks in a sector or an ETF that covers the sector? How should I think about position sizing? Do you have any mental tricks for buying a stock on the way up? Tune in for answers and more! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/8/2020 • 36 minutes, 40 seconds
Energy: Warren Buffett Sells Airlines, Tesla Reports Earnings, And Musk Tweets
We’ve got a long one for you this week and Motley Fool Canada’s Jim Gillies is joining us to break it all down. We’ll discuss Warren Buffett selling all his airline stocks and one stock in the aerospace industry Jim would be excited to buy night now. On the back half of the show, we discuss Tesla’s latest earnings and Elon Musk’s recent Twitter rant. Stocks Mentioned: BRK-A, BRK-B, AER, TSLA, SHOP, AMZN, LUV, DAL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/7/2020 • 1 hour, 7 minutes, 7 seconds
Wildcard: J Crew & Retail Bankruptcies
The preppy retailer has been struggling for a while, but this week J Crew announced it was filing Chapter 11 bankruptcy. We unpack what chapter 11 actually means, how J Crew wound up here, and what other retailers could be in trouble.Stocks: TJX, OLLI, GPS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/6/2020 • 30 minutes, 40 seconds
CG: Investment Opportunities that are “Out of this World!”
Join Host Emily Flippen as she dives into the universe of investing in the “global space economy” with the co-Founder and CEO of ProcureAM, Andrew Chanin. ProcureAM is the issuer behind the world’s first pure-play space ETF, UFO, that aims to help investors get diversified exposure to one of the fastest growing and disruptive industries available today. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/5/2020 • 28 minutes, 11 seconds
Financials: What We Learned From Berkshire Hathaway's Annual Meeting
Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Vice Chairman Greg Abel held the company's first-ever virtual annual meeting on Saturday, and we also got a look at Berkshire's first quarter earnings report. In this episode of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the key takeaways from the meeting and earnings, and give their take on Buffett's decision to sell all of Berkshire's airline stocks. Then, Frankel discusses why he's got his eye on Southwest Airlines (NYSE: LUV) despite Buffett's airline sales and Moser talks about why he's watching PayPal (NASDAQ: PYPL) ahead of the company's earnings report. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/4/2020 • 28 minutes, 2 seconds
Tech: Apple & Spotify Earnings
In the midst of this pandemic, companies still have to report earnings. We check in on Spotify and Apple's quarterly figures and how both companies managed to put up pretty good numbers even with everything that's going on in the world. Stocks: AAPL, SPOT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/1/2020 • 30 minutes, 12 seconds
Energy: The Good, The Bad, and The Ugly of the United Technologies Spinoffs
Earlier this month, United Technologies completed its merger with Raytheon, creating the new Raytheon Technologies and spinning out its Carrier air conditioning and OTIS elevator businesses. Motley Fool contributor Lou Whiteman joins the show to discuss investing in spinoffs and the good, the bad, and the ugly of the United Technologies spinoff companies. Stocks Mentioned: OTIS, CARR, RTX, HWM Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/30/2020 • 33 minutes, 4 seconds
Wildcard: Everything VR & AR Podcast Mashup!
On this week’s episode of Industry Focus: Wildcard Wednesday it's a podcast mashup as host Jason Moser joins the Everything VR & AR podcast with Brightline Interactive's Tyler Gates and Sophia Moshasha to talk about investing in immersive technology, the upcoming implications of 5G and a whole lot more. The Everything VR & AR podcast is available on all major platforms including Apple Podcasts, Spotify, Sticher and Google Play or you can find it right here: https://www.thevrara.com/podcast Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/29/2020 • 51 minutes, 51 seconds
CG: Diving Deep into the Business of Disney
Motley Fool contributor Dan Kline joins host Emily Flippen to take a dive into the deep end on one of the biggest consumer discretionary entertainment companies in the world: Disney. Disney has long been a cornerstone of culture for kids and adults alike, but as COVID-19 has taken over the world, will this giant manage to hold up? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/29/2020 • 22 minutes, 35 seconds
Financials: 2 Smaller Banks to Watch and the COVID-19 Impact on Insurance
In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into the latest earnings from Live Oak Bancshares (NYSE: LOB) and Ameris Bancorp (NASDAQ: ABCB), and then take a closer look at Travelers Insurance (NYSE: TRV) and how the COVID-19 pandemic could impact the insurance industry. Finally, Moser and Frankel discuss why Markel (NYSE: MKL) and Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) are on their radar this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/27/2020 • 26 minutes, 59 seconds
Tech: 3 Fast-Growing Big Tech Cos
Mirror mirror on the wall, who are the fastest growing tech companies of them all? We dig into Uber, Shopify, and The Trade Desk and talk about the ludicrous growth each business has posted over the past 5 years. And we take a listener question about insider selling.Stocks: UBER, TTD, SHOP
4/24/2020 • 40 minutes, 24 seconds
Energy: Oil Goes Negative For The First Time Ever
On Monday, West Texas Intermediate crude oil prices for May delivery fell from almost $18 a barrel to NEGATIVE $37. What caused it and what does it mean for the oil market? Motley Fool Contributor Jason Hall joins the show to break it all down. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/23/2020 • 37 minutes, 40 seconds
Wildcard: The Ins and Outs of International Fishing… and Investing
Host Emily Flippen is joined by Motley Fool advisor Bill Mann to discuss an opportunity that prudent investors should be considering: international stocks. Bill breaks down the risks and rewards of the decision to make investments in countries other than the United States and what investors should be on the lookout for when evaluating their salmon. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/22/2020 • 24 minutes, 2 seconds
CG: Jumping Into the Weeds with the Cannabis Industry
Anthony Coniglio, CEO of NewLake Capital Partners, joins Emily Flippen to discuss one of the most exciting but dangerous new consumer goods businesses: cannabis. Anthony breaks down the impact that he’s seen from COVID-19, his perspective on how the cannabis markets may shake out, and how NewLake plans on riding the green wave to profitability. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/21/2020 • 26 minutes, 30 seconds
Financials: Bank Earnings: What We Know, and What We Don't
Earnings season is now underway and we've heard from the largest U.S. banks. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at earnings from JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Wells Fargo (NYSE: WFC) and discuss what investors should watch going forward. Then, they take on a few listener questions and talk about two stocks -- a credit card giant and an insurer -- that are on the radar this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/20/2020 • 30 minutes, 32 seconds
Tech: Food Delivery Deep Dive
Lyft announced it will begin its Essential Deliveries program, helping government agencies, healthcare organizations, and non-profits with on-demand delivery of meals, groceries, and medical items. It's a hint at delivery ambitions for a company that has long focused on solely ride-hailing. We talk about that, plus news that Uber Eats, Grubhub, Postmates, and DoorDash have been named in a class action lawsuit over their platforms fees and claimed abuse of market power. Stocks: UBER, LYFT, GRUB Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/17/2020 • 27 minutes, 7 seconds
Special: How You Can Help Get PPE to Our Frontline Heroes (w/ Ben Hunt)
Frontline Heroes is a grassroots charitable organization formed to get masks and other personal protective equipment (PPE) to medical professionals fighting the COVID-19 pandemic. Ben Hunt of Epsilon Theory joins the show to discuss the work he and others are doing to source PPE in Asia, ship it to the U.S., and distribute it to healthcare workers on the basis of need. If you would like to contribute to Frontline Heroes, you can donate here. If you or someone you know is a healthcare professional with an urgent need for PPE, you can fill out the form here to request aid from Frontline Heroes. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/16/2020 • 34 minutes, 52 seconds
Wildcard: A Look at the Live Events Industry and Livenation
With the onset of the COVID-19 pandemic, concerts, sports, and other live events have ground to a halt. Where has that left businesses servicing the live event space? Fool Contributor Luis Sanchez joins the show to break it all down, including a look at the balance sheets of Livenation and Eventbrite. Stocks Mentioned: LYV, EB, DIS, WWE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/15/2020 • 51 minutes, 42 seconds
CG: Surprise Retail Winners of the Pandemic
Motley Fool contributor Dan Kline joins Emily Flippen to discuss some of the business that have surprised consumer goods investors with their resiliency. From beer to pizza to desk chairs- early data is suggesting that not all consumer goods businesses are declining, even if their core consumers incomes may be. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/14/2020 • 27 minutes, 54 seconds
Financials: Warren Buffett's Moves and Big News for Fintechs
We recently learned that Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) sold shares of three of its major stock holdings -- is Warren Buffett losing faith in these investments, or is there more to the story? And we recently found out that some of our favorite fintech companies like PayPal (NASDAQ: PYPL) will be participating in the $350 billion Paycheck Protection Program. Finally, host Jason Moser and Fool.com contributor Matt Frankel, CFP answer some listener questions and discuss why they're watching JPMorgan Chase (NYSE: JPM) and Live Oak Bancshares (NYSE: LOB) this week. To get 50% off our Stock Advisor service, go to https://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/13/2020 • 28 minutes, 38 seconds
Energy: OPEC Cuts Oil Production, Saudis Go Shopping, Recession Resistant Stocks, & More
fter a meeting this morning, OPEC, along with Russia and other partners, announced plans to cut 10 million barrels of oil production per day. Jason Hall joins the show to break down what it means for the energy industry. In addition, we discuss Saudi Arabia’s recent investments in European oil companies, Warren Buffett selling airline stocks, and answer listener questions about Brookfield Infrastructure Partners’ recent spinoff of Brookfield Infrastructure Corporation. Stocks Mentioned: OXY, CLR, AR, TOT, RDS-A, RDS-B, E, EQNR, BIP, BIPC, BEP, BAM, NEP, NEE, BR, MA, MASI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/9/2020 • 33 minutes, 56 seconds
Wildcard: Which Retailers are Thriving?
Wayfair was up over 50% earlier this week on earnings and the news that the company had re-accelerated growth as more folks are staying home and ordering online. We talk about the results, and why fellow e-tailer Chewy is well positioned to thrive while we're all semi-quarantined.Stocks: W, CHWY Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/8/2020 • 26 minutes, 15 seconds
CG: Re-Mastering the Meta during COVID-19
On this episode of Industry Focus, Motley Fool Advisor Aaron Bush joins host Emily Flippen to talk about “Mastering the Meta” - an inside look at the gaming industry and how businesses and consumers alike have changed in the wake of the COIVD-19 outbreak. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/7/2020 • 24 minutes, 59 seconds
Financials: A Chat With Square Co-Founder Jim McKelvey (Rerun)
This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/6/2020 • 37 minutes, 2 seconds
Tech: Zoom in Full View
Zoom Video Communications has surged in popularity over the past few weeks, nearly 20xing the number of participants on the platform as people try to stay connected while staying at home. That popularity has been wonderful for the business, but it has also put some of the platform's shortcomings under the microscope. We talk about that and the T-Mobile/Sprint deal finally closing. Stocks: ZM, TMUS, S Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/3/2020 • 38 minutes, 25 seconds
Energy: Trump Tweets, Whiting Goes Bankrupt, and Dividend Stocks to Buy
This morning, President Donald Trump tweeted that he “expect[s] and hope[s]” that Russia and Saudi Arabia could cut 10 million barrels per day of oil. This comes a day after Whiting Petroleum marked the first U.S. shale company to declare bankruptcy in 2020. Matt DiLallo joins the show to break down the news and share some of his favorite dividend stocks to buy amid the coronavirus crisis. Stocks Mentioned: KMI, ENB, MMP, TRP, NEE, HD, MA, HD, WM Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/2/2020 • 22 minutes, 29 seconds
Wildcard: 3 Healthcare Hidden Gems
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst Brian Feroldi about 3 hidden gems he likes in the healthcare space today! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/1/2020 • 33 minutes, 42 seconds
CG: What does COVID-19 mean for the Future of Delivery?
Historically, the delivery industry has been ridiculed as an industry with low margins and poor economics. However, the spread of COVID-19 has proven that this unprofitable business may still be an essential service. Join Emily Flippen as she asks Motley Fool contributor Dan Kline how he sees the impact of this global pandemic on the future of the delivery business. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/31/2020 • 19 minutes, 36 seconds
Financials: 4 Stocks We Like Right Now and Much More
In today's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dig into two major stories in the real estate sector. First, how badly are hotel REITs hurting, and which are the best for long-term investors. And second, some retailers have said they won't pay rent during closures, while one major mall operator has said rent is still expected, setting up a battle between the two sides. Plus, Frankel and Moser discuss why they think Bank of America (NYSE: BAC), Square (NYSE: SQ), Ameris Bank (NASDAQ: ABCB), and Mastercard (NYSE: MA) could be great buys right now. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/30/2020 • 33 minutes, 38 seconds
Tech: Boring is Good
Friday Tech show host Dylan Lewis spent the past three weeks in the Grand Canyon, totally removed from the outside world and news of the coronavirus spreading. He explains his re-entry and offers up a reminder for folks seeing a lot of red in their portfolios. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/27/2020 • 18 minutes, 47 seconds
Energy: Congress Bails Out Aerospace Companies
Description: Late last night, the United States Senate passed a $2.2 trillion emergency relief package targeted at offsetting the financial damage of the ongoing coronavirus pandemic. Among the provisions of the bill were more than $50 billion in relief for commercial airlines and other aerospace companies. Motley Fool Contributor Lou Whiteman joins the show to discuss what it means for Boeing and the U.S. domestic airline industry. Stocks Mentioned: BA, DAL, AAL, UAL, LUV, SAVE, UTX, RTN, SPR, TGI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/26/2020 • 40 minutes, 11 seconds
Wildcard: Things to do While Bunkered
In this episode of Industry Focus’s Wildcard Wednesday, host Emily Flippen is joined by Motley Fool Analyst TJ Piggott to avoid more coronavirus news and talk about something more lighthearted: things you can do while bunkered. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/25/2020 • 16 minutes, 26 seconds
CG: Coronaristocrats: A Look at How Dividend Aristocrats are Performing in Light of COVID-19
Dividend Aristocrats are S&P500 companies that have increased their dividend payouts for 25 consecutive years or more, but are they still good investments given the recent market turmoil? Motley Fool contributor Jason Hall joins host Emily Flippen to talk about the performance and attractiveness of these companies, which seem to attract more attention and investors during large market pullbacks. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/24/2020 • 28 minutes, 57 seconds
Financials: Dividends, Banking, and REITs: Your Coronavirus Stock Market Crash Questions Answered
In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at some important questions on listeners' minds. With its malls closed and a 17% dividend yield, is Simon Property Group (NYSE: SPG) a good stock to buy now? Does Axos Financial (NASDAQ: AX) still have competitive advantages? Why has Seritage Growth Properties (NYSE: SRG) fallen by 80%, and is it worth buying now? The answers to these questions and more on this week's show. To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/23/2020 • 43 minutes, 34 seconds
Tech: You Asked, We Answer
We dip into the listener mailbag to talk about what the future might hold for e-commerce players like Amazon, MercadoLibre, and JD.com. Then we talk about the "right" number of brokerage accounts to have and how to make sure your position sizes don't get out of hand. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: AMZN, MELI, JD Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/20/2020 • 25 minutes, 44 seconds
Energy: Volatility, Fuel Cells, and Investing in Canada
As volatility continues to roil the markets, Fool Canada’s Iain Butler joins the show to break down how he’s navigating the market, shares some investment ideas, and we answer a listener question on Ballard Power and the fuel cell industry. Stocks Mentioned: NYSE:BAM, TSX:BAM.A, NASDAQ: BLDP, TSX:BLDP, NYSE: BPY, TSX:BPY.UN TSX:AND, TSX:PSI, TSX:PSK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter http://www.molekule.com code fool10.
3/19/2020 • 22 minutes, 17 seconds
Wildcard: How Coronavirus is Impacting Disney
Disney has been buffeted in recent weeks by park closures, sporting event cancellations, movie theater shutdowns, and more, which has sent the stock down nearly 40% in the past month. Motley Fool Contributor and Disney Expert Rick Munarriz joins the show to break down everything that’s going on with the company right now. Stocks Mentioned: DIS, CMCSA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/18/2020 • 29 minutes, 25 seconds
CG: The Truth About the Retail Apocalypse (Coronavirus Edition)
Now that workers are staying home and businesses are closing, the retail industry is truly being tested unlike ever before. Dan Kline joins Emily Flippen to talk about what the last few weeks mean for retail businesses across the country, and how investors may be impacted in the months to come. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to our sponsor, Molekule: http://www.molekule.com code fool10
3/17/2020 • 27 minutes, 1 second
Financials: Industry Focus: Financials Q&A Session
With the stock market about 30% off its all-time highs and four-digit moves in the Dow Jones Industrial Average every day for more than a week, we were certain that our Industry Focus: Financials listeners had quite a few questions in mind. And we were right! In today's episode, host Jason Moser and Fool.com contributor Matt Frankel, CFP spend nearly 50 minutes answering questions that our listeners asked about the downturn and how to invest in it. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Post your job today at Indeed.com/motley and get a free sponsored job upgrade on your first posting.
3/16/2020 • 50 minutes, 44 seconds
Tech: To the Cloud!
Tim Beyers, lead analyst from The Motley Fool's cloud technology service, hops on the show to talk about the various elements of the cloud value chain: components and connectivity, data centers, infrastructure as a service, platform as a service, and software as a service. We break down how they all come together to form the cloud as we know it and some of the most interesting ways to play cloud technology. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: DDOG, PLAN (edited) Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/13/2020 • 33 minutes, 6 seconds
Energy: The Oil Crash
On Monday, oil had its worst day since 1991, coming on the back of a massive demand shock due to the coronavirus. Motley Fool Contributor Jason Hall joins the show to break it all down and discuss what investors should be doing. Stocks Mentioned: OXY, BP, TOT, FANG, PSX, PXD, RDS-A, RDS-B Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/12/2020 • 44 minutes, 32 seconds
Wildcard: Electronic Health
If you’ve ever been to a doctor’s office, you’ve probably noticed that many offices still rely on paper, pen and fax machine to get their job done. Companies are steadily being digitized, and we’ve got 3 stocks that are helping to get the job done. Go to if.fool.com for 50% off our flagship Stock Advisor service! Stocks: CERN, DOCU, PHR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/11/2020 • 24 minutes, 8 seconds
CG: Demystifying the Car Buying Process
Dan Kline joins Emily Flippen to talk about how consumers can navigate the often overly complicated process of buying a car, and the innovative companies that are looking to disrupt this outdated process. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/10/2020 • 22 minutes, 41 seconds
Financials: Stocks are Plunging -- Here's What You Need to Know
The stock market is plunging, with the S&P 500 down by more than 18% from its all-time highs reached earlier this year. While this can certainly seem scary, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP are here to help make sense of things. In this episode, we talk about the market turbulence, why bank stocks have been especially hard-hit, two areas of real estate that could have some good long-term investment ideas, and more. Jason and Matt also dive into the recent news involving JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon's health scare, and why the bank will be fine no matter who is at the helm (although we certainly wish Mr. Dimon a quick and speedy recovery). Plus, we'll dive into another installment of "What's the Last Stock You Bought and Why," in which you'll hear why Matt has put some money into Tanger Factory Outlet Centers (NYSE: SKT) and Ryman Hospitality Properties (NYSE: RHP) in the midst of the market volatility. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
3/9/2020 • 32 minutes, 41 seconds
Tech: Rakuten
Following a listener tip, we break down "The Amazon of Japan" -- Rakuten. While the company is known for its e-commerce platform, it does so much more, including: payments, credit cards. life insurance, securities, advertising, and mobile network services. The company is well positioned for many mega-trends, but does it belong on investor's watch lists? Go to if.fool.com for 50% off our flagship Stock Advisor service! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/6/2020 • 22 minutes, 47 seconds
Energy: Auditing, Fraud, and the Rise of Non-Gaap Accounting with Francine McKenna
As investors, we depend on financial statements to understand how the businesses we own are performing. Therefore, we also depend on auditors to make sure those financial statements are accurate. Financial journalist Francine McKenna joins the show this week to discuss auditing and accounting issues including conflicts of interest between auditors and shareholders, the role of auditing in catching fraud, accounting issues at companies like Disney and Square, what we lose as non-Gaap accounting becomes more and more commonplace, how companies will decide to disclose coronavirus impacts on their business, and more. Stocks Mentioned: DIS, SQ, BB, NTON, BRK-B, BRK-A Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/5/2020 • 1 hour, 10 minutes, 8 seconds
Wildcard: A Fresh IPO and a Basket of Healthcare Stocks
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser chats with Fool analyst and IF Brian Feroldi about a recent IPO in the healthcare space, 1Life Healthcare. Then they dig in to the most recent results for all four stocks in Jason's Healthcare and Wealthcare basket. To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/4/2020 • 35 minutes, 29 seconds
CG: How ESG Investing Has Changed The Consumer Goods Landscape
Motley Fool analyst Maria Gallagher joins Emily Flippen to talk about some of the most pervasive trends in consumer goods, including how millennials have shifted their consumption patterns to better align with "Environmental, Social, and Governance" practices. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/3/2020 • 20 minutes, 1 second
Financials: A Chat With Square Co-Founder Jim McKelvey
This week's Industry Focus: Financials is a special one. Host Jason Moser and Fool.com contributor Matt Frankel, CFP chat with Square (NYSE: SQ) co-founder Jim McKelvey, author of the soon-to-be-released bookThe Innovation Stack: Building an Unbeatable Business One Crazy Idea at a Time. McKelvey shares his experiences in Square's very early days, tells stories of his journeys through the business world, and more. You don't want to miss this one! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/2/2020 • 37 minutes, 23 seconds
Tech: The Selloff
There's no way around it -- this was the worst week for the stock market since 2008. As reports of coronavirus have spread, concerns over individual safety, travel and global supply chains have spooked the global markets and sent stocks down. Even stalwart businesses have felt the pinch. We talk about what's going on in the market and the important lessons for investors. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/28/2020 • 21 minutes, 49 seconds
Energy: The Techification of Defense
Per a listener request on Twitter, we’re diving into the defense industry with Industry Focus contributor Lou Whiteman. On the first half of the show, we take a look at the winners and losers from the most recently proposed defense budget. On the back half of the show, we discuss Leidos (NYSE:LDOS), the biggest IT business in the defense industry and an interesting way to play increased “techification” of the defense industry. Stocks Mentioned: NOC, GD, HII, OSK, TXT, LMT, RTN, LDOS, AMZN, MSFT, SAIC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/27/2020 • 26 minutes, 29 seconds
Wildcard: X-ing out with GraniteShares founder and CEO Will Rhind
Host Emily Flippen sits down with the founder and CEO of GraniteShares, Will Rhind, to talk about NYSEARCA: XOUT - a new ETF focused not on what you should add to your portfolio but what you shouldn’t. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/26/2020 • 20 minutes, 23 seconds
CG: Hot trends, Hot stocks, and Hot pizza
Asit Sharma joins this week to discuss some of the trendiest consumer goods stocks- including fake meat and fake space travel. But no good theoretical discussion is good without a slice of very real pizza on top. To get started investing, check out our free starter kit at www.fool.com/starterkit Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/25/2020 • 34 minutes, 53 seconds
Financials: Focusing on Fundamentals with Uncle Warren and a Conversation with Goldman Sachs' Marcos Rosenberg
On this week’s episode of Industry Focus: Financials host Jason Moser takes a look at 5 of his favorite passages from Warren Buffett's most recent shareholder letter. Then make sure to catch Matt Frankel's conversation with Marcos Rosenberg, Head of U.S. Deposits with Marcus by Goldman Sachs! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/24/2020 • 24 minutes, 24 seconds
Bonus: Ben Hunt on Narrative and Markets
Ben Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.
2/22/2020 • 1 hour, 6 minutes, 49 seconds
Tech: MercadoLibre Keeps Winning
The Amazon/PayPal/Square/eBay/Craigslist of Latin America MercadoLibre reported earnings in February and it was another blowout quarter for the company. The company's more mature e-commerce business is still going strong, but it has found a huge growth lever in its Mercado Pago payments platform. We explain how more and more Mercado Pago transactions are happening off-platform and why that's a good thing for investors. Click here to take our brief listener survey, and thanks for helping us out. Stocks: MELI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/21/2020 • 27 minutes, 28 seconds
Energy: Investing in the Time of Coronavirus
For the past month, coronavirus has dominated headlines worldwide. However, much of the market has ignored those concerns… except for the energy markets. Motley Fool Contributor Jason Hall joins the show to discuss how he’s handling coronavirus concerns as well as a couple of his recent stock purchases, Jeff Bezos’s $10 billion donation to fight climate change, and a listener question on Pattern Energy. Listen to the end to hear Jason, Austin, and Nick’s hottest takes on the Astros cheating scandal. Stocks Mentioned: AAPL, HLT, F, SPCE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/20/2020 • 31 minutes, 52 seconds
Wildcard: 3 Diabetes Dynamos
One in seven healthcare dollars in the United States are spent on diabetes and its related complications. That’s a huge burden for patients and for insurance companies. Thankfully, businesses are working to improve the outcomes for patients. Industry Focus Contributor Brian Feroldi joins the show to dive into three companies trying to improve diabetes treatment and monitoring: Dexcom, Tandem Diabetes, and Insulet. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Stocks Discussed: DXCM, TNDM, PODD Click here to take our brief listener survey, and thanks for helping us out!
2/19/2020 • 33 minutes, 12 seconds
CG: Truth About the Retail Apocalypse
Dan Kline joins Emily Flippen to debunk the myth of the “retail apocalypse” , what he sees as driving the sector's underperformance, and what could have gone different to save the industry. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com
2/18/2020 • 33 minutes, 15 seconds
Tech: Regulators Weigh In
Investors finally have closure on the Sprint/T-Mobile deal, we explain the decision, what it says about Sprint and T-Mobile, and what it all means for major Sprint shareholder Softbank. Then we switch gears and talk about the FTC's new focus on small acquisitions made over the past few years by Apple, Amazon, Google, and Microsoft. Stocks: AAPL, AMAN, GOOG, GOOGL, MSFT, TMUS, S Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
2/14/2020 • 40 minutes, 30 seconds
Energy: Mailbag-- Water Utilities, Natural Gas, Lithium, and More
Industry Focus Contributor Matt DiLallo joins the show to help tackle some of your questions! Topics include: Water Utilities, Investing in Natural Gas, Whether Antero Midstream is a Dividend Play or Dividend Trap, Opportunity Zones, Lithium, and one stock Matt loves right now. Stocks Mentioned: NEE, BAM, BIP, BEP, SQM, AM, AR, AY, AOS, DHR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks Health IQ! See if you qualify for lower rates! healthiq.com/fool
2/13/2020 • 20 minutes, 49 seconds
Wildcard: Small-Cap Healthcare Stocks
We've got three under the radar healthcare stocks for your watchlist. Contributor Brian Feroldi hops on to talk Semler Scientific, LaMaitre Vascular, and Fulgent Genetics. Stocks: SMLR, FLGT, LMAT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
2/12/2020 • 40 minutes, 59 seconds
CG: In, Out, and Back in Again- Warner Media Files to go Public and What it Means For Investors
There has been a prospectus making a big splash in a year where IPOs have been anything but exciting. Motley Fool contributor Jason Hall and host Emily Flippen break down Warner Music's new filing and its intent to go public- letting you know what is to love and hate about this music giant. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/11/2020 • 27 minutes, 11 seconds
Financials: Markel Earnings and 4 Smart Ways to Invest in Retail
In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from Markel (NYSE: MKL) and why we’re so excited about the company’s future. Then, Frankel discusses four of his favorite ways to invest in retail through the real estate industry. Plus, we read some more of our listener’s most recent stock purchases and reveal the stocks we’re watching this week.
2/10/2020 • 31 minutes, 27 seconds
Tech: Spotify Keeps Shopping
Spotify made some big purchases in 2019, buying up Gimlet and two other companies for $400 million. This week, it doubled-down on its podcast bet, announcing it was buying Bill Simmons' media outlet The Ringer. We explain how podcasts fit into Spotify's strategy and check in Google's YouTube now that Alphabet has started breaking out its revenue contribution. To get 50% off our Stock Advisor service, go to http://IF.Fool.com Stocks: SPOT, GOOG, GOOGL (edited)
2/7/2020 • 25 minutes, 58 seconds
Energy: A Look at the Oil Market with Tracy Shuchart (@chigrl)
Last week, we sat down with Tracy Shuchart to discuss the current state of the oil market. Tracy is an expert on the oil and gas market, working as an oil futures trader and managing an energy-focused portfolio for a family office. She’s also built a huge following on Twitter through her @chigrl account, where she shares what she’s watching in the market each day. Topics include why shale drillers could be due for a wave of bankruptcies, coronavirus, how changing tanker fuel standards are impacting oil demand, and why a product glut is weighing down the oil market. We hope you’ll enjoy our conversation! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/6/2020 • 36 minutes, 30 seconds
Wildcard: It's Healthcare Earningspalooza!
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Fool healthcare analyst and IF favorite Shannon Jones to catch up on the latest regarding the coronavirus as well as three big healthcare earnings reports and the stock you need to have on your watch list! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com
2/5/2020 • 25 minutes, 35 seconds
CG: A Deep Dive Into the 2020 Super Bowl Ads
Super Bowl commercials cost $5.6 million for 30 seconds. That’s a lot of money, but the game brings around 120 million viewers and a level of attention for the ads that’s unlike any other marketing opportunity. On this episode of Industry Focus: Consumer Goods Emily Flippen is joined by Motley Fool contributor Dan Kline to break down which ads worked, which didn’t, and the one that really bothered them. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com.
2/4/2020 • 29 minutes, 44 seconds
Financials: Visa and PayPal Show the War on Cash is Far From Over
Visa (NYSE: V) and PayPal (NASDAQ: PYPL) recently released their fourth quarter earnings. On this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the numbers and what it means going forward. We’ll also hear about Berkshire Hathaway’s (NYSE: BRK-A)(NYSE: BRK-B) latest investment move and why Jason and Matt are watching Goldman Sachs (NYSE: GS) and Chipotle (NYSE: CMG) this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com.
2/3/2020 • 28 minutes, 23 seconds
Bonus: WWE Execs Fired, a Casino Invests in Barstool Sports, and Our Super Bowl LIV Preview
WWE stock plunged more than 20% on Friday following the surprise departure of its co-presidents. Dan Kline joins the show to break down the news, as well as Penn National Gaming’s recent investment in Barstool Sports. Finally, Dan, Austin, and Nick give their picks for the Super Bowl game and some of the most interesting prop bets on the board. Stocks Mentioned: WWE, PENN, PDYPY, DEAC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com
2/1/2020 • 20 minutes, 45 seconds
Tech: Amazon at $1T
Apple and Amazon both put up stellar earnings results, we break down the numbers for each and explain why the companies in the $1T club can keep growing. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to http://IF.Fool.com.
1/31/2020 • 32 minutes, 25 seconds
Energy: A Look at the Driverless Car Industry with Ed Niedermeyer
After years of hype, self-driving cars have entered a Trough of Disillusionment, as optimistic company deadlines for debuting robotaxi services have come and gone. Co-host of the Autonocast Ed Niedermeyer joins Motley Fool Senior Auto Analyst John Rosevear and host Nick Sciple to discuss the current state of the autonomy industry. Topics include the recent Cruise Origin vehicle reveal, Uber’s self driving aspirations, regulatory barriers to driverless cars, and Ed’s recent book Ludicrous: The Unvarnished Story of Tesla Motors. Stocks Mentioned: GM, F, TM, GOOG, APTV, TSLA, HMC, HYMTF, NSANY, UBER, LYFT, DPZ Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/30/2020 • 52 minutes, 55 seconds
Wild Card: Getting "Into the Weeds" with the Cannabis Industry
Matt Anderson from Vanguard Scientific joins the show this week from MJBizCon to talk about the ins-and-outs of what retail investors should know when making the decision to invest in cannabis, and if there's truly any more green left in the beaten down segment. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/29/2020 • 11 minutes, 8 seconds
CG: McChicken, Bankruptcies, and the Truth About Retail
The fast food chicken wars are heating up and they’re moving to mornings. Host Emily Flippen is joined by Motley Fool contributor Dan Kline to break down what McDonald’s is doing with its breakfast chicken sandwiches and what that means for shareholders. The two also discuss the latest retail and restaurant bankruptcies while debunking exactly why those companies have failed. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/28/2020 • 22 minutes, 9 seconds
Financials: 2 Banks With Impressive Fourth Quarter Earnings and What to Do When the Market Sells Off
In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the impressive fourth-quarter results from JPMorgan Chase (NYSE: JPM) and Morgan Stanley (NYSE: MS). Plus, the pair discusses how investors should react to stock market sell-offs like we’re seeing today. Finally, Moser reads some of the latest stocks our listeners bought and he and Frankel share why they’re watching the Vanguard REIT ETF (NYSEMKT: VNQ) and Ameris Bancorp (NASDAQ: ABCB). Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/27/2020 • 25 minutes, 11 seconds
Tech: Netflix Feels the Heat, Alphabet Hits a Trillion
Netflix reported earnings and the market was scared by management's admission that new competitors ate into U.S. subscriber growth, we unpack that and give an update on the newest entrant of the 1,000,000,000,000 club, Alphabet. Stocks: GOOG, GOOGL, NFLX, DIS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Grammarly for supporting Motley Fool. For 20% off a Grammarly premium account, go to Grammarly.com/fool.
1/24/2020 • 40 minutes, 13 seconds
BONUS: Online Dating, Investing in Bangladesh, and more with Tyro Partners
Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here). The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group have to improve monetization, and in this bonus episode we dive into even more topics, including investing in Bangladesh and how to get the most out of Twitter Stocks Discussed: MTCH, FB, MOMO Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/24/2020 • 57 minutes, 54 seconds
Energy: 3 Top Dividend Stocks to Add to Your Watchlist
Matt DiLallo joins the show to share what he looks for in a dividend stock and his three favorite dividend-paying stocks right now. Stocks Mentioned: EPD, BIP, NEE, MA, JNJ Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/23/2020 • 16 minutes, 13 seconds
Wildcard: A Look at the Online Dating Market with Tyro Partners
Dan McMurtrie (@SuperMugatu) and Alex Draime of Tyro Partners join the show to discuss their recent online dating paper (available here). The conversation runs the gamut of online dating related topics, from how it’s making meeting through friends obsolete, to its role in increasing cosmetics sales, to how much room online dating companies like Match Group have to improve monetization. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Stocks Discussed: MTCH, FB, MOMO Thanks to Health IQ. See if you qualify for lower rates! healthiq.com/fool
1/22/2020 • 38 minutes, 22 seconds
CG: Getting on board for the Cruise Industry
Analyst Asit Sharma joins Emily Flippen as they take a deep dive into the cruise industry- discussing everything from industry dynamics and headwinds to tailwinds and specific stocks. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Grammarly for supporting Motley Fool. For 20% off a Grammarly premium account, go to Grammarly.com/fool
1/21/2020 • 29 minutes, 14 seconds
Financials: An Interview with Live Oak Bank President Huntley Garriott
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Huntley Garriott, President of Live Oak Bank to learn more about Live Oak’s tech platform and specialty lending business, how he sees the banking environment taking shape for 2020 and beyond, and much more! Stocks: LOB, GS, SQ Thanks Health IQ. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter See if you qualify for lower rates! healthiq.com/fool
1/20/2020 • 18 minutes, 53 seconds
Tech: Social Media Check-in
Recent reports from App Annie and eMarketer give us a refresh on the social media space, we dig in and talk about how it all affects Pinterest, Snap, and Bytedance's TikTok. Stocks: SNAP, PINS, FB, TWTR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
1/17/2020 • 26 minutes, 44 seconds
Energy: Brookfield Renewable Buys TerraForm Power and New Yieldcos For Your Watchlist
On Monday, Brookfield Renewable Energy Partners offered to buy the rest of Terraform Power that it didn’t already own. Jason Hall joins the show to share what this deal means for investors and to lay out a couple renewable yieldcos listeners may want to add to their watchlists after Pattern Energy and Terraform Power have been bought out over the past year. Stocks Discussed: BEP, TERP, BIP, AY, CWEN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our show. Get 10% off your first air purifier at http://www.molekule.com with code fool10.
1/16/2020 • 37 minutes, 39 seconds
Wild Card: Casper, the Friendly Sleep Company
We've got our hands on Casper Sleep's prospectus and we're doing a breakdown. We talk about the company's financials, specifically the impact its return policy has on its top line, as well as the incredibly competitive direct-to-consumer mattress market. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our show. Get 10% off your first air purifier at http://www.molekule.com with code fool10.
1/15/2020 • 37 minutes, 41 seconds
Consumer Goods: Understanding the Past and Future of Personalized Products
“Mass Personalization” has become one of the biggest trends in consumer goods products of the past decade. While not all companies have embraced the change, Motley Fool advisor Tim Beyers sheds light on some companies that have succeeded in reaching large audiences with seemingly tailored experiences. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
1/14/2020 • 27 minutes, 15 seconds
Financials: Investing in Real Estate with Mogul Lead Advisor Matt Argersinger
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Matt Argersinger, lead advisor of Mogul, The Motley Fool's real estate investing service to talk about the opportunities for investors in real estate today, what he sees on the horizon for 2020 and much, much more! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting Industry Focus. Get 10% off your first air purifier at http://www.molekule.com with code fool10.
1/13/2020 • 29 minutes, 15 seconds
Tech: Grubhub for Sale and Spotify's Ad Strategy
Reports circulated this week that food delivery company Grubhub could be on the sales block and there seem to be interested buyers. We explain why the upstart has been struggling and why a buyout could make sense. After that, we unpack Spotify's announcement that it's investing podcast ad technology and why it could be a gamechanger for the streaming music company. Stocks: GRUB, SPOT Head to IF.Fool.com for a special listener offer for a year of Stock Advisor! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/10/2020 • 32 minutes, 37 seconds
Energy: Why Robinhood’s Most Popular Oil & Gas Stock Doesn’t Belong in Your Portfolio
It’s been a busy week of news in the oil and gas industry driven by conflict between the U.S. and Iran as well as one of the largest oil finds in years down in South America. Motley Fool Contributor Matt DiLallo joins the show to break down these stories and share why Chesapeake Energy, the highest owned oil and gas stock on Robinhood, belongs nowhere near your portfolio. Stocks Mentioned: APA, TOT, XOM, HES, CVX, KOS, CHK, FANG Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/9/2020 • 20 minutes, 28 seconds
Wild Card: Are You Ready to Master the Meta?
On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with senior analyst Aaron Bush for an in depth conversation on the state of the gaming industry and where he sees things headed. Whether you're a seasoned gamer and investor or just ready to expand your circle of competence to a new space this is an episode you won't want to miss! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/8/2020 • 32 minutes, 48 seconds
CG: An Early look at the 2020 Consumer Electronics Show
Host Emily Flippen is joined by Dan Kline direct from his hotel room in Las Vegas, sight of the annual Consumer Electronics Show. Dan and Emily break down the hype and help you learn what new tech may actually impact your life. The two also take a quick aside and talk about Yum! Brands buying the parent company of Habit Burger. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/7/2020 • 29 minutes, 25 seconds
Financials: A Look Back on Our 2019 Predictions, and What We're Watching in 2020
In early 2019, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP each picked a stock they were watching for 2019. Well, now that the year has wrapped up, it's time to take a look back and see how they did. Then, Moser and Frankel share their picks for 2020 with listeners -- one mall owner and one of our favorite fintechs. Plus, hear our takes on Berkshire Hathaway's (NYSE: BRK-B) latest leadership shakeup and the departure of Green Dot (NYSE: GDOT) CEO Steve Streit. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/6/2020 • 24 minutes, 5 seconds
Tech: To the Mailbag
We're kicking off 2020 with an episode full of your questions on using margin, working down your watch list to something actionable, and whether it's better to own stocks or ETFs Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Health IQ for supporting the show. See if you qualify for lower rates! healthiq.com/fool Check out more music from Burke Ingraffia here: Spotify Pandora
1/3/2020 • 32 minutes, 12 seconds
Energy: 2020 Energy Preview
With 2020 just beginning, Motley Fool Contributors Matt DiLallo and Jason Hall join the show to preview the year ahead for the energy markets. Stocks Mentioned: BEP, BAM, L, BRK-A, BRK-B, CVX, CLNE, CXO, FANG, DVN, MRO, XOM, COP, TSLA, ET, TELL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/2/2020 • 34 minutes, 13 seconds
The Next 10 Years
All of the Industry Focus hosts get together to pitch some of their top stocks for 2020 and to talk about the shelf life of some of the major trends that have shaped the past decade. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Check out more music from Burke Ingraffia here: Spotify Pandora
12/25/2019 • 59 minutes, 9 seconds
2019 in Review
The Industry Focus hosts get together for a roundtable discussion of the major stories of 2019 -- WeWork, the elimination of investing fees, and the CBD explosion -- and explain how they've shaped the market. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/24/2019 • 54 minutes, 21 seconds
The Decade in Review
All of the Industry Focus hosts get together to talk about the last ten years -- the trends that ruled the market and some fun facts that paint the picture of where we were and how we got to 2019. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/23/2019 • 34 minutes, 48 seconds
Tech: IPO Rewind
We take a look at the IPO market in 2019 and talk about some of the major public debuts like Uber, Lyft, and Slack. Plus we name some companies we'd like to see public in 2020.Stocks: UBER, LYFT, WORK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/20/2019 • 40 minutes, 52 seconds
Energy: Loews not Lowe’s
Motley Fool Senior Analyst Buck Hartzell joins the podcast to discuss Loews, a Berkshire Hathaway-esque conglomerate with exposure to insurance, offshore oil, natural gas pipelines, hotels, and consumer packaging. We’ll discuss the company’s strategy and why the stock could present a compelling value to investors today. Stocks Mentioned: L, CNA, DO, BRK-B, BRK-A Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/19/2019 • 23 minutes, 28 seconds
Healthcare: Top Stocks To Watch Following ASH 2019
The annual American Society of Hematology (ASH) conference has historically been fertile ground for revolutionary advances in the treatment of blood disorders and cancers. This year was no exception. Impressive results in multiple myeloma, beta thalassemia, acute myeloid leukemia, hemophilia, and chronic lymphocytic leukemia could reshape treatment, generating billions of dollars in sales for the companies responsible for them. Listen in to learn more about ASH 2019's biggest stories, and the stocks that could benefit. Stocks: JNJ, BMY, BLUE, GSK, FTSV, QURE, MRK, ARQL. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/18/2019 • 26 minutes, 44 seconds
CG: How Direct to Consumer Brands Are Reshaping Retail
With the advent of social media marketing and e-commerce, it’s easier than ever for new brands to emerge. As a result, the last decade has seen incredible growth in direct to consumer (DTC) sales. Foolish Analyst Abi Malin joins the show to break down the DTC trend, what’s driving it, and ways investors can profit from it. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/17/2019 • 20 minutes, 57 seconds
Financials: A New Fintech IPO and Real Estate Plays on Tech and Cannabis
In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at recent fintech IPO Bill.com (NASDAQ: BILL). Then, Frankel looks at real estate investment trusts CoreSite (NYSE: COR) and Innovative Industrial Properties (NYSE: IIPR) as unique plays on some of the latest trends in technology and medical cannabis, and Moser takes a deeper dive into Mitek (NASDAQ: MITK). Plus, we look at some of the latest stocks that our listeners (and we) bought. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/16/2019 • 29 minutes, 10 seconds
Tech: Cyber Monday Rundown
We explore just how big Cyber Monday was courtesy of data from the National Retail Federation and Adobe Analytics, plus we talk about the trends fueling the growth and one big winner.Stocks: AMZNThanks to Brave for supporting Industry Focus. Change your browser experience today by switching to Brave at brave.com/FOOL.
12/14/2019 • 22 minutes, 51 seconds
Tech: The Decade in Consumer Tech
We look back at the major changes in the smartphone, streaming, and smart home markets over the past decade to explore how we got to to 2020, and talk about a couple products that whiffed over the last 10 years. Stocks: AAPL, AMZN, ROKU, GOOGL, GOOG, NFLX
12/13/2019 • 31 minutes, 41 seconds
Energy: What’s Going on With Boeing?
For the better part of a year, the Boeing 737 MAX has dominated headlines surrounding Boeing. Nevertheless, onlookers are still left with nearly as many questions as answers. Motley Fool Contributor Lou Whiteman joins the show to update us on the latest in the 737 MAX saga and discuss where Boeing’s business and stock could go from here. Stocks Mentioned:BA, EADSY, LUV Check out this article for more of Lou’s thoughts on Boeing and Airbus. Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com Get the first $50 off at LinkedIn.com/fool
12/12/2019 • 19 minutes, 6 seconds
Healthcare: How To Profit From The Massive Aging-In-Place Trend
The number of Americans over age 65 and age 85 will double and triple, by 2050, respectively; and many of these seniors will want to stay in their homes as long as possible. In today's show, Shannon Jones interviews Mark Switaj, CEO of Roundtrip, a privately held investment with our sister company, Motley Fool Ventures, to discuss aging in place and why investors ought to be paying attention. Also, healthcare investor Todd Campbell joins Jones to highlight a handful of companies that could benefit big from this emerging trend, including LHC Group, Teladoc, and Livongo Health. Stocks: LHCG, TDOC, LVGO, ADT, AMZN, CVS
12/11/2019 • 40 minutes, 44 seconds
CG: An Interview With Brightline's Sophia Moshasha, Co-Host of the "Everything VR & AR" Podcast
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser sits down with Brightline Interactive's Sophia Moshasha, co-host of the Everything VR & AR podcast to talk more about the future of AR, VR, and MR, as well as the state of women in tech and much more! Get the first $50 off at LinkedIn.com/fool
12/10/2019 • 29 minutes, 19 seconds
Financials: The Evolving Role of Women in Finance and 5 Bold Predictions for 2020
In this week’s installment of Industry Focus: Financials, host Jason Moser sits down for an interview with Caroline Feeney, CEO of Individual Solutions for Prudential Financial to discuss the evolving role of women in the financial industry. Plus, Moser and Fool.com contributor Matt Frankel, CFP take a closer look at five bold stock market predictions for 2020. Spoiler alert: They’re a bit more negative than last year’s. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/9/2019 • 38 minutes, 14 seconds
Energy: How to Invest in LNG
Global trends toward reducing pollution have natural gas demand poised to spike in the coming years. At the same time, fracking has opened up massive surpluses of natural gas in the United States, pushing domestic natural gas prices well below those around the globe. Together, these developments create a massive opportunity to export natural gas from the U.S. to the rest of the world. To do that, requires turning natural gas into a liquid, also known as liquefied natural gas (LNG). Motley Fool contributor Jason Hall joins the show to break down the opportunity and discuss ways to invest in LNG, from pure-plays, to picks and shovels, to lower risk integrated producers, midstream players, and utilities. Stocks Mentioned: LNG, TELL, NEXT, GTLS, RDS-A, RDS-B, CVX, KMI, D Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/5/2019 • 37 minutes, 39 seconds
Healthcare: Can Cannabis 2.0 Kickstart Marijuana Stocks? Plus, Why Novartis' Is Making A $10 Billion Bet
Second generation marijuana products including edibles and beverages launch in Canada's marijuana market this month, but there's still a lot of headwinds facing marijuana stocks. Is it safe to buy? Also, the potential to reshape how doctors treat patients at risk of cardiovascular disease has led to Novartis acquiring The Medicines Company for $9.7 billion. Will this be money well spent? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/4/2019 • 30 minutes, 35 seconds
CG: Unpacking Black Friday
One of the biggest shopping days of the year is in the books, we break down what the data says about how and where consumers were spending their money and what it says about the ever-changing shape of retail.Stocks: AMZN, JCP, M, TGT WMT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter From Netsuite: Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
12/3/2019 • 36 minutes, 8 seconds
Financials: Looking Back at Our 2019 Stock Market Predictions
Towards the end of 2018, Industry Focus: Financials contributor Matt Frankel, CFP made five bold stock market predictions. Some didn’t turn out quite as planned, while others played out quite nicely. In today’s episode, Matt and host Jason Moser go through each prediction and what went wrong (or right). Plus, we answer a listener question about what a post-Buffett Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B) might look like, and we discuss why Upwork(NASDAQ: UPWK) and Slack (NASDAQ: WORK) are on our radar this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
12/2/2019 • 32 minutes, 39 seconds
Energy: What We’re Thankful For
In honor of Thanksgiving, we’re sharing what we’re thankful for. Motley Fool Contributor Jason Hall and we share the products, investors, investments, and college football players they’re most thankful for. Stocks Mentioned: CLNE, DXCM Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/28/2019 • 18 minutes, 53 seconds
Healthcare: 3 Beautiful High Growth Stocks
With more than $10 billion in annual sales, the global aesthetics market is much bigger than you probably assume. It’s also growing at a double-digit rate and has no reimbursement headaches to deal with. On today’s episode of Industry Focus: Healthcare, host Shannon Jones and Fool.com contributor Brian Feroldi talk about three pure-play aesthetics companies that are all growing fast: InMode, Cutera, and Sientra. Stocks mentioned: INMD, CUTR, SIEN. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/27/2019 • 21 minutes, 18 seconds
CG: Should You Invest in Blue Jeans?
Jeans have been a staple in American fashion for decades, maintaining their prominence despite constant changes in style and fashion. This year we’ve seen a number of denim-focused companies come to market, with an IPO of Levi’s as well as spinoffs of Kontoor Brands (maker of Wrangler and Lee jeans) from VF Corp and Madewell from J.Crew. Motley Fool contributor Asit Sharma joins the show to break down the economics of the jeans business, challenges, growth opportunities, and more! Stocks Mentioned: LEVI, KTB, Madewell (ticker not yet assigned) Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/26/2019 • 39 minutes, 18 seconds
Financials: 2 Big Acquisitions in the Financial Industry
M&A activity is heating up in the financial sector. We just learned that Schwab (NYSE: SCHW) is officially acquiring TD Ameritrade (NASDAQ: AMTD) in an all-stock deal, which will create a wealth management powerhouse with more than $5 trillion under management. Separately, PayPal (NASDAQ: PYPL) is spending $4 billion to acquire deal-finding platform Honey, which could help enhance the shopping experience for PayPal’s 300 million users. Plus, we dive into StoneCo’s (NASDAQ: STNE) third quarter earnings and talk about some of the stocks our listeners are buying. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Health IQ. See if you qualify for lower rates! healthiq.com/fool Thanks also to Quip. GETQUIP.COM/fool for your first refill free!
11/25/2019 • 31 minutes, 51 seconds
Tech: Disney+ Debuts
The House of Mouse’s streaming service is now available and over 10 million users have hopped on. We break down how the offering stacks up to competitors like Netflix and HBO, and talk about how the platform fits into the company’s larger strategy.Stocks: DIS, NFLX Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/22/2019 • 26 minutes
Energy: The NextEra of Renewable Energy (Part 2)
Last week, we broke down NextEra Energy, the largest renewable energy provider in the United States. Now, we’re diving into another part of the NextEra Energy family, NextEra Energy Partners (NEP). Motley Fool Contributor Matt DiLallo returns to the show to discuss the advantages and disadvantages of investing in NEP vs. NextEra Energy and how NEP stacks up relative to other renewable energy yieldcos. Stocks Mentioned: NEP, NEE, TERP, BEP Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/21/2019 • 15 minutes, 53 seconds
Healthcare: Is Amarin's Fish Oil Pill On Track To Become a Blockbuster? Plus, How Gene Editing Company CRISPR Therapeutics Just Took A Big Step Forward
Amarin's shares rocketed higher after a key FDA committee recommended expanding the label of its triglycerides lowering drug, Vascepa, to include data showing it can reduce the risk of heart attack and stroke. Meanwhile, shares in CRISPR Therapeutics and partner Vertex Pharmaceuticals are also soaring following the release of interim, early-stage results for its gene-editing therapy for beta thalassemia and sickle cell disease therapy. Stocks: AMRN, CRSP, VRTX Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/20/2019 • 24 minutes, 24 seconds
CG: This Might Be the Biggest, Bestest, Restaurant You've Never Heard Of
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser sits down with analyst Emily Flippen to talk about an under-the-radar restaurant taking customer service to the next level, Nike's latest power move, stocks our listeners are buying and much more! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/19/2019 • 27 minutes, 36 seconds
Financials: Earnings From Green Dot and Square, and our Mogul Real Estate Service
It’s been a couple weeks since Fool.com contributor Matt Frankel, CFP appeared on Industry Focus: Financials, so he and host Jason Moser get caught up on the latest results from Green Dot (NASDAQ: GDOT) and Square (NYSE: SQ). Plus, Frankel discusses The Motley Fool’s real estate site Millionacres and its Mogul investing service, and why investors might want to get serious about adding real estate to their portfolios. Finally, we hear from several listeners about the latest stocks they bought and reveal two companies on our watchlists now. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/18/2019 • 29 minutes, 16 seconds
Tech: Connected TV
We've got earnings updates from the three big connected tv players -- Roku, The Trade Desk, and Telaria. We dig into their results and the overall market for connected tv advertising. Stocks: TTD, ROKU, TLRA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/15/2019 • 26 minutes, 4 seconds
Energy: The NextEra of Renewable Energy (Part 1)
With the rise of climate change, interest in renewable energy is at an all-time high. NextEra Energy, the largest producer of wind and solar power in the United States, has been involved in renewable energy since before it was cool, and its management has recently said that today’s renewables development environment is the best in the company’s history. Motley Fool Contributor Matt DiLallo joins the show to break down NextEra Energy and its opportunity in renewables today. Stocks Mentioned: NEE, DUK, D Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Sponsored by Netsuite -- Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
11/14/2019 • 17 minutes, 13 seconds
Healthcare: 3 Blowout Earnings Reports
With third-quarter earnings season is coming to a close, its time to look back to see which healthcare companies are executing at a high level. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to discuss how Guardant Health, Dexcom, and Insulet knocked the cover off of the ball with their third-quarter earnings reports. Stocks mentioned: GH, DXCM, PODD. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/13/2019 • 23 minutes, 15 seconds
CG: CEO Departures
McDonald's CEO Steve Easterbrook is leaving the company after it was revealed that he had a consensual relationship with an employee, violating company policy. We look back on his time at McDonald's and how his leadership pushed the golden arches to double in roughly 5 years. We also talk about Gap CEO Art Peck stepping down from the struggling retailer and what it might mean for the company's plans to spin out Old Navy. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Sponsored by Netsuite -- Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
11/12/2019 • 28 minutes, 1 second
Financials: The World of Venture Capital, More Banks, and What Grinds Our Gears!
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brendan Mathews, VP of Motley Fool Ventures to talk about the latest in the world of venture capital along with a couple of smaller banks making big investment in technology and much more! SIVB, LOB, MAR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter The first $50 is on LinkedIn. Just visit LinkedIn.com/fool
11/11/2019 • 31 minutes, 3 seconds
Tech: To the Mailbag!
You've got questions, we've got answers. We go into the mailbag to take on listener questions like: How can I boost my monthly income? How many shares of a stock should I buy? How can I work at The Fool? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/8/2019 • 23 minutes, 45 seconds
Energy: Strikes, Mergers, and More Automotive News
It’s been a hectic year in the auto industry, with the first nationwide strike in decades happening at the same time the industry is facing a cyclical slowdown and a major technological turning point. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down what this means for the auto industry and the Big Three U.S. automakers. Stocks Mentioned: F, VWAPY, GM, FCAU, PUGOY Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/7/2019 • 26 minutes, 14 seconds
Healthcare: 3 Red Hot Med-Tech Stocks
Cutera, Nervo, and Novocure are three of the best-performing med-tech stocks in 2019, up at least 94% so far. What’s driving the gains? And should investors put any of these stocks on their radar? Stocks: CUTR, NVRO, NVCR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/6/2019 • 24 minutes, 7 seconds
CG: Money 20/20
IF Regular Dan Kline spent some time at Money 20/20 – a conference focused on the payments and fintech space. We recap his big takeaways on how BaaS (banking as a servce) plays into the retail strategy for companies like Wal-Mart, T-Mobile, and Apple, and get some industry details from some of the insiders he spoke with. Stocks: GDOT, AAPL, WMT, TMUS To get 50% off our Stock Advisor service, go to http://IF.Fool.com Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/5/2019 • 20 minutes, 44 seconds
Financials: A Trio of Financial Earnings, Real Estate Tax Benefits, and More
Earnings season is now in the latter innings, but it wouldn’t be complete without discussing results from Mastercard (NYSE: MA), Berkshire Hathaway (NYSE: BRK-B), and Markel (NYSE: MKL). Plus, Fool.com contributor Matt Frankel, CFP discusses some interesting tax benefits of real estate investing, and he and host Jason Moser reveal the stocks that are on top of their watch lists. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/4/2019 • 28 minutes, 26 seconds
Tech: Google Scoops Up Fitbit
Shares of Fitbit spiked this week after the company announced Google was buying the wearables maker for $2.1B. The acquisition marks a turning point in Google's approach to the wearables market, we explain what it could mean and hit recent earnings from Apple.Stocks: FIT, GOOG, GOOGL, AAPL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
11/1/2019 • 23 minutes, 11 seconds
Energy: An IF Halloween Spooktacular
It’s Halloween and we’ve got a special show for you. Motley Fool Contributor Dan Kline joins the show and we break down our biggest fears in the market today, list out the stocks we think are going to turn into pumpkins, shared our zombie stocks that are set to come back from the dead, and then Dan, Nick, and Austin share their Mt. Rushmore of Halloween Candy. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/31/2019 • 26 minutes, 37 seconds
Healthcare: Biogen's Alzheimer's Drug Goes From Bust To Boon, Plus Why Walgreen's Shuttering 200 Healthcare Clinics
Biogen's drug pipeline took a massive hit earlier this year when it stopped development of its Alzheimer's disease drug, aducanumab, for a lack of efficacy. Now, Biogen says new data shows it may work after all. Can this drug pass muster with regulators? Also, Walgreen's is closing retail clinics within its stores, but that doesn't mean it's giving up on plans to offer more healthcare services entirely. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to http://IF.Fool.com.
10/30/2019 • 24 minutes, 46 seconds
CG: A Conversation with StitchFix COO Mike Smith
Founded by Katrina Lake in 2011, StitchFix has taken the fashion world by storm. By leveraging data science, StitchFix sends customers personalized “fixes” tailored toward their size and style, and the company has continued to innovate through new initiatives like its Style Shuffle game and new Direct Buy Program. We hope you’ll enjoy this conversation between StitchFix COO Mike Smith and the Motley Fool’s Tom Gardner, Andy Cross, and Tim Beyers. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to http://IF.Fool.com.
10/29/2019 • 43 minutes, 3 seconds
Financials: Earnings From Major Fintechs and Updates on Green Dot’s Business
Earnings season is in full swing, and in this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from PayPal (NASDAQ: PYPL) and Visa (NYSE: V). Also, at the Money 20/20 conference in Las Vegas, Frankel had a chance to sit down with Green Dot’s (NYSE: GDOT) BaaS (Banking as a Service) team for an update on the company’s business and new partnership. Plus, we hear about some more recent stocks our listeners bought, and more on this week’s show. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/28/2019 • 25 minutes, 51 seconds
Tech: We Had a Feeling
It's been a tumultuous couple of months since we did our S-1 show on co-working start up The We Company (or WeWork). Fellow IF host Nick Sciple hops on to walk through what has happened over the past couple weeks, what We's sliding valuation means for the company, investor Softbank, and its founder Adam Neumann. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get $50 off your first job post. Linkedin.com/fool
10/25/2019 • 27 minutes, 5 seconds
Energy: Tesla’s Big Quarter
Tesla shocked the investing world on Wednesday night, reporting a surprise profit and positive free cash flow in its third quarter earnings report. Motley Fool Analysts Jim Mueller and Jim Gillies join the show to break down the numbers. Stocks Mentioned: TSLA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our podcast. Get 10% off your first air purifier at http://www.molekule.com with code “fool10”.
10/24/2019 • 34 minutes, 58 seconds
Healthcare: 2 Recent IPOs That Have Our Full Attention
2019 has been a banner year for big name IPOs, but several newly minted public companies have flow under-the-radar of most investors. On this episode of Industry Focus: Healthcare, host Shannon Jones talks with healthcare specialist Brian Feroldi shine a spotlight on two little-known healthcare companies that recently went public and deserve some attention: TransMedics, an organ transportation specialist, and Silk Road Medical, which has pioneered a new treatment for stroke prevention. Are either of these stocks worth buying today? Stocks mentioned: TMDX, SILK. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/23/2019 • 24 minutes, 53 seconds
CG: Two Sleeper Stocks Looking to Wake Up & Ready, Set, Earningspalooza!
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma take a closer look at Land's End and Herman Miller, two sleeper stocks with some big potential. Plus Jason and Asit highlight four companies with earnings reports coming out later this week that they'll be following. Thanks to Molekule for supporting Industry Focus. Stocks: LE, MLHR, TSCO, AMZN, ORLY, ELY Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get 10% off your first air purifier at http://www.molekule.com with code fool10.
10/22/2019 • 38 minutes, 54 seconds
Financials: A Rundown of Third Quarter Bank Earnings and More
Earnings season is now in full swing, and most major U.S. banks have reported. In today’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the results from 10 of the most important banks and what investors need to know. Plus, the pair discusses Schwab’s (NASDAQ: SCHW) decision to allow trading of fractional shares of stock, as well as the potential implications of the WeWork saga. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/21/2019 • 37 minutes, 29 seconds
Tech: Manhattan Associates
We're back with another deep dive on a software company currently undergoing the transition from the license model to SaaS -- Manhattan Associates. We run the company through contributor Brian Feroldi's checklist. Stocks: MANH Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/18/2019 • 21 minutes, 47 seconds
Energy: Why The Solar Energy Revolution Could Make These Component-Makers Great Investments
With the cost of solar energy plummeting and an aging energy grid, solar is poised for rapid growth. As solar grows, so will demand for solar components, like the inverters made by Enphase and Solar Edge. On today’s episode, Motley Fool Contributor Jason Hall joins the show to break down why these components are so important and how these businesses are positioning themselves to grow. Listen to hear us talk a little college football and baseball playoffs! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/17/2019 • 41 minutes, 3 seconds
Healthcare: Pfizer Takes Aim At Regeneron, And UnitedHealth's Earnings Update
Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of vision loss in seniors, and why United Healthcare's latest quarterly results sent shares soaring. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/16/2019 • 26 minutes, 15 seconds
CG:Hooters and Cancer Drugs? Costco Has Opened a Chicken Farm?
Chanticleer Holdings, the company that owns a handful of Hooters locations along with other eateries in the burger space is being purchased by Sonnet BioTherapeutics Inc., a company that makes cancer drugs. This isn’t a combination or a plan to get researchers to wear short shorts, it’s what’s called a reverse merger. Also, Costco has opened up its own chicken farm in a bid to keep selling rotisserie chickens for $4.99. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/15/2019 • 17 minutes, 51 seconds
Financials:CEO Departures Reach a Record High and Cautionary Tales for Real Estate Investors
More CEOs are leaving their companies in 2019 than ever before. In today’s Industry Focus: Financials, our team breaks down why we’re seeing a record number of CEO departures and whether or not it’s good for a founder to keep running maturing businesses. Plus, Fool.com and Millionacres contributor Matt Frankel, CFP gives real estate investors a bit of cautionary advise. All this, plus the stocks we’re watching now on this week’s episode.
10/14/2019 • 27 minutes, 10 seconds
Tech: Big Tech Check-in
Facebook CEO Mark Zuckerberg recently made comments about the company's ability to defend itself from anti-trust proceedings, so we revisit Senator Elizabeth Warren's outline for how and why companies like Amazon, Facebook, and Alphabet should be broken up. Plus, we hit some more anti-competitive issues facing Apple.Stocks: FB, AAPL, AMZN, GOOG, GOOGL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
10/11/2019 • 22 minutes, 43 seconds
Energy: Plumbing Permian Pipelines for Plentiful Dividends
With oil and gas production exploding in the U.S., takeaway capacity is running low, leading to oversupply and even flaring of unwanted natural gas that producers can’t get to market. That creates opportunities for midstream companies, businesses that build and operate the pipelines that take oil and gas to market. Motley Fool Contributor Matt DiLallo joins the show to share what he looks for in a midstream company and to discuss two of the biggest midstream companies, Kinder Morgan and Enterprise Products Partners. Stocks Mentioned: PAA, PAGP, KMI, EPD Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
10/10/2019 • 24 minutes, 5 seconds
Healthcare: 3 Beaten-Up Biotechs -- Are They Buys?
Here's why post-approval setbacks have caused Puma Biotechnology, Clovis Oncology, and Regenxbio shares to tumble, and if any of these stocks are finally worth buying. Stocks: PBYI, CLVS, RGNX Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/9/2019 • 31 minutes, 15 seconds
CG: Retail Spin-Outs
These days it seems like all the struggling retailers are taking their strongest performing brands and spinning them out from the larger parent companies. J Crew plans to take its Madewell brand public, and Gap intends to spin out Old Navy. Why are so many companies choosing this path and what do investors need to know about these new concepts hitting the market?Stocks: GPS, URBN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/8/2019 • 32 minutes, 59 seconds
Financials: Zero-Commission Stock Trading, Crowdfunded Real Estate Investing, and More
Over the past week, four major brokerages have decided to scrap their trading commissions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for investors and who the big winners could be. Then, Frankel gives an overview of Crowdfunded Real Estate investing and why it’s such an exciting way to invest in properties. Plus, Frankel and Moser each give their latest stocks to watch and give an update on Facebook’s (NYSE: FB) Libra cryptocurrency project. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/7/2019 • 27 minutes, 58 seconds
Tech: X's and O's of IPOs
We answer a listener email asking about the ins and outs of the IPO process: - How IPOs work - Why IPO prices can change - And how a company like WeWork can decide to pull its IPO Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/4/2019 • 36 minutes, 38 seconds
Energy: Automating to Solve the Last-Mile Problem
With the rise of two-day and next-day shipping, figuring out how to get products from a warehouse to customers’ doors is becoming ever more important to business success. However, this problem is more complicated than it might seem. To solve this, more and more companies are turning to automation. Motley Fool Contributor Dan Kline joins to the show to break down what we should expect to see as technology transforms logistics. Stocks Mentioned: AMZN, WMT, WBA, NKE, UPS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/3/2019 • 23 minutes, 42 seconds
Healthcare: How Amazon's Shaking up Telemedicine, Plus A Winner and Loser Exiting ESMO
Why Seattle Genetics and Amgen could be the biggest winner and loser, respectively, following this year's annual European Society for Medical Oncology (ESMO) conference. Also, here's what you should know about the virtual health service Amazon's rolling out for its workers, including if it's a threat to Teladoc's future. Stocks: SGEN, AMGN, MRTX, AMZN, TDOC To get 50% off our Stock Advisor service, go to http://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/2/2019 • 19 minutes, 57 seconds
Headline: CG: Is Michael’s a Value Stock or a Value Trap?
Michael’s is the largest craft retailer in North America, but is it a good stock? With shares down more than 40% since most recent its IPO in 2014, some may quickly dismiss the company. However, on closer inspection the company appears like it could have some value left in it. Motley Fool Contributor Asit Sharma joins the show to break down the company, and we give our thoughts on whether Michael’s is a value play or a value trap. Stocks Mentioned: MIK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
10/1/2019 • 38 minutes, 28 seconds
Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!
On this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?" as well as the stocks they'll be watching this coming week! To get 50% off our Stock Advisor service, go to http://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/30/2019 • 29 minutes, 1 second
Tech: Checking in on China
The Fool's expert on all things China, Ben Ra, joins us to talk about how he's thinking about the macro conditions in China these days, the considerations that come into play as companies like Tencent, Alibaba, and Baidu become more mature, and which of the big Chinese tech stocks he likes best. Stocks: BIDU, BABA, TCEHY, JD Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to LinkedIn for supporting the show, get $50 off your first job post at Linkedin.com/fool.
9/27/2019 • 24 minutes, 26 seconds
Energy: The Life and Legacy of T. Boone Pickens
T. Boone Pickens passed away earlier this month on September 11, leaving a legacy as a wildcatter, corporate raider, alternative energy advocate, and philanthropist. Fool Contributor Jason Hall joins the show to discuss Pickens’ life and the lessons investors can learn from his example. Stay tuned to the end of the show to hear our thoughts on the recent attacks against Saudi Arabia’s oil infrastructure and what it means for both energy markets and Aramco’s upcoming IPO. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/26/2019 • 37 minutes, 6 seconds
Healthcare: 3 Companies That Are Lowering The Cost of Care
Americans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company that can help America to bring down its cost of care. Find out why how HealthEquity, Livongo Health, and Teladoc Health are doing just that, and how much employers and employees alike are saving from signing up for their services. Stocks mentioned: HQY, LVGO, TDOC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/25/2019 • 27 minutes, 52 seconds
CG: Beer's Bears, Vail's Bulls and a Whole Lot More!
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and MyWallSt Head Analyst Rory Carron discuss how big alcohol is diversifying beyond just alcohol, Vail Resorts' plans for its latest big acquisition, Facebook's next bet on hardware, and more. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/24/2019 • 28 minutes, 1 second
Financials: The Fed’s Underwhelming Rate Cut and the Future of Payment Processing
The Federal Reserve cut interest rates by 25 basis points, as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why the market wasn’t thrilled, and what could be coming next. Plus, they also dive into why one of our favorite payment processing companies has underperformed, and why we aren’t seeing big banks acquiring some of the most successful fintech startups. All of this and more on this week’s show. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/23/2019 • 24 minutes
Tech: 3 More 2019 IPOs
The IPO calendar in 2019 has been unbelievably full -- today we break down three lesser known names that went public in the past month: Smile Direct, Cloudflare, and DataDog. Stocks: DDOG, NET, SDC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the money you need to run your small business. Go to Kabbage.com to get started. Credit lines subject to review and change. Individual requests for capital are separate installment loans issued by Celtic Bank, Member FDIC.
9/20/2019 • 28 minutes, 19 seconds
Energy: The UAW Strikes Against GM -- What It Means for Investors
On Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a period of strong profits during the recovery from the global financial crisis but facing significant upcoming investments in electric and autonomous vehicles as well as a slowing global automotive market. These conditions appear like the perfect recipe for what could be a prolonged strike. Motley Fool Senior Automotive Analyst John Rosevear joins the show to break down what we know about the strikes so far and what it means for the industry. Listen to the end for updates on the merger talks between Renault and Fiat-Chrysler and the latest EV announcements from European automakers. Stocks Mentioned: GM, F, FCAU, VWAGY, DMLRY, POAHY, HMC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/19/2019 • 18 minutes, 16 seconds
Healthcare: Will Vaping Deaths Derail Marijuana Stocks? Plus, A New Treatment for Peanut Allergies Advances
A wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important hurdle, putting it on track toward an FDA approval. Can this medicine be a blockbuster or will safety concerns curb its appeal?
9/18/2019 • 25 minutes, 32 seconds
CG: What’s Next for the U.S. Grocery Industry?
It’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in Las Vegas. Fool contributor Daniel Kline reports from the show as he discusses what grocery chains face with host Shannon Jones. That includes making big dollar decisions on delivery, supply chain, automation and other areas.
9/17/2019 • 20 minutes, 23 seconds
Financials: The Future of Fintech - $280 Billion in Payments Revenue and More
A new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to take notice, and one new way Square is trying to capitalize on its growing payments platform. Plus, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss The Motley Fool’s new real estate investing brand Millionacres and share the latest stocks on their watch lists.
9/16/2019 • 29 minutes, 33 seconds
Tech: Apple’s Big Day
Tech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the news and what it means for Apple and the other streaming players. Stocks: AAPL, NFLX
9/13/2019 • 16 minutes, 15 seconds
Energy: The Military’s Autonomous Future
Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials. Stocks Mentioned: KTOS, BA, GD, HII, LMT, TXT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
9/12/2019 • 25 minutes, 56 seconds
Healthcare: How Doctors Treat Dementia and Lung Cancer Could Be About to Change
Acadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease. Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine. Stocks: ACAD, LLY
9/11/2019 • 20 minutes, 17 seconds
CG: A Different Way to Play Retail
The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list. Stocks: SPG, MAC, TCO, BPR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/10/2019 • 0
CG: A Different Way to Play Retail
The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list. Stocks: SPG, MAC, TCO, BPR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/10/2019 • 40 minutes, 14 seconds
Financials: Prudential’s Head of Retirement and the Last Stocks We Bought
In this week’s installment of Industry Focus: Financials, president of Prudential (NYSE: PRU) retirement Phil Waldeck talks with host Jason Moser and Robert Brokamp, CFP about the state of retirement in the United States and more. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into DocuSign’s (NASDAQ: DOCU) excellent quarter and the future growth potential of the company. Plus, in a brand new segment, Moser and Frankel each discuss the last stock each of them bought in their own portfolios and why. And finally, the pair give listeners the stocks that are at the top of their watch lists. All of this and more on this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/9/2019 • 40 minutes, 58 seconds
Tech: 2019 IPOs are Slacking
We talk about results from Slack, the workplace messaging SaaS company. In a vacuum, the company's results were strong, but stacked against past growth rates, they show things are slowing down a bit. In fact, Slack's struggle is an all-too-common one for the class of 2019 IPOs. Stocks: WORK, UBER, PINS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/6/2019 • 19 minutes, 48 seconds
Energy: Can Zillow Remake Real Estate?
Zillow was one of the earliest movers to disrupt real estate via technology, but it’s taking an even bigger step with its Zillow Offers iBuyer program. Motley Fool Contributor Luis Sanchez joins the podcast to take a look at how Zillow has fared so far and where the market might be headed. Stocks Mentioned: Z, ZG, RDFN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/5/2019 • 34 minutes, 28 seconds
Healthcare: Why Amgen's Spending Billions To Buy This 1 Drug; Plus Heart Disease Has A New Enemy
Amgen's $13.4 billion cash offer has won the bidding war for Celgene and Bristol-Myers Squibb's psoriasis drug, Otezla. Here's why the Goliath biopharma is betting so big on its success. Also, new data from The Medicines Company suggests a new cholesterol-busting drug is on it's way to approval. Stocks: CELG, BMY, AMGN, MDCO Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/4/2019 • 22 minutes, 3 seconds
CG: Can Papa John’s New CEO Turn the Company Around?
Last week, Papa John’s hired Arby’s President Rob Lynch as its new CEO. This continues an ongoing evolution of the company as it moves on from its relationship with founder John Schnatter. Motley Fool Contributor Dan Kline joins the show to discuss the hire and how it fits into the company’s turnaround plans. Stocks Mentioned: PZZA, DPZ, DRI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/3/2019 • 19 minutes, 4 seconds
Financials: Junior Achievement is Shaping Financially Savvy Students for Generations to Come (Rerun)
Today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
9/2/2019 • 29 minutes, 32 seconds
Tech: Smart Speaker & Wearables Updates
We've got our hands on fresh data on the smart speaker and wearables markets from research firm Canalys. We unpack the shifts going on in both markets, the winners and losers, and how these devices play into each companies strategy. Stocks: AMZN, GOOGL, AAPL, BIDU, BABA, FIT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
8/30/2019 • 23 minutes, 47 seconds
Energy: Tesla Solar Grabs Headlines for the Wrong Reasons
Tesla just can’t stay out of the news. With a spate of lawsuits and critical articles surrounding Tesla solar dropping this week (including a new article by Vanity Fair author Bethany McLean) + the rollout of Tesla solar, Foolish Analyst Jim Mueller joins the show to break it all down. Stocks Mentioned: TSLA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/29/2019 • 20 minutes, 53 seconds
Healthcare: How Online Platforms Are Disrupting The $335 Billion Caregivers Market
Looking for a caregiver for a parent or child? You're not alone. Americans spend over $335 billion every year on care for people, homes, and pets. Unfortunately, finding the right caregiver is getting harder because of aging America and lower unemployment. To make it easier, both public and private companies are disrupting the process with online platforms that simplify finding, paying, and providing care. Are these matchmakers a good investment? Stocks: CRCM Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks Netsuite. Get the FREE guide, “7 Key Strategies to Grow your Profits," at www.NetSuite.com/Fool.
8/28/2019 • 43 minutes, 9 seconds
CG: The Amazon of Africa and the Most Magical Place on Earth
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Motley Fool Canada's Joey Solitro take a look at the most recent quarter for the African ecommerce company Jumia and then dig into the latest on Disney with its recently announced partnership with Target as well as its Disney+ streaming service set to launch November 12. Then be sure to listen as they wrap things up with two stocks investors should be watching! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/27/2019 • 22 minutes, 11 seconds
Financials: The Future of Facebook’s Cryptocurrency and Negative Interest Rates
With tons of regulatory uncertainty and reports that some key partners are having second thoughts, will Facebook (NYSE: FB) still move forward with its Libra cryptocurrency? And negative interest rates are more prevalent than you might think around the world, but what would happen if they came to the U.S. markets? Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from foreign fintech favorites StoneCo (NASDAQ: STNE) and PagSeguro Digital (NASDAQ: PAGS). All this and more on this week’s episode of Industry Focus: Financials. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/26/2019 • 25 minutes, 26 seconds
Tech: 3 SaaS Stocks to Watch
Premium analyst Joey Solitro comes on the show to give listeners three software companies he owns and is very excited about -- Yext, Elastic, and PagerDuty. We break down the space each company operates in, the big numbers that have us excited about each, and some things to keep in mind while you're looking at SaaS businesses. Stocks: PD, ESTC, YEXT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/23/2019 • 23 minutes, 6 seconds
Energy: The Curious Case of Shale
The shale revolution is a case study in innovation. The onset of horizontal drilling and hydraulic fracturing catapulted the USA to the top among global oil producers and created a 100 year surplus of natural gas supply. However, the exploration and production companies that drove the shale revolution haven’t enjoyed in the gains, generating chronically negative cash flows and poor earnings. Motley Fool Contributor Jason Hall joins the show to dive into why profits have been so hard to come by for shale producers and where else investors might look to profit from the disruption shale production has caused. Stocks Mentioned: AR, OXY, TELL, GTLS, PSX, EOG Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/22/2019 • 42 minutes, 15 seconds
Healthcare: Med-Tech Earnings: 2 Losers and 2 Winners
Earnings season is coming to a close and we’re looking back at what happened at four of our favorite med-tech companies. Inogen and Abiomed both tanked followed their earnings release while ShockWave Medical and Guardant Health both soared. Has the thesis long-term thesis for owning these stocks changed following their second-quarter results? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/21/2019 • 26 minutes, 21 seconds
CG: Booking.com vs. Expedia: Which Is the Better Travel Stock?
Booking,com and Expedia both have pretty similar business models. At their core, both companies sell travel bookings -- hotels, airfares, and rental cars primarily -- and they do so in a variety of different ways. Each company collects a fee for each booking it completes, acting as a middleman. That’s a strong business which requires no inventory but it’s also a model that comes with the risk of partners creating stronger direct relationships with their customers. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/20/2019 • 28 minutes, 29 seconds
Financials: General Electric Under Attack and the Latest Fed Worries
Thanks to a scathing report from Madoff whistleblower Harry Markopolis, General Electric (NYSE: GE) shares plunged 11% in a single day. Is this just market noise or something more? Plus, Federal Reserve Chair Jay Powell is set to deliver much-anticipated remarks on Thursday, and investors hope he gets aboard the rate-cutting train. And as always, host Jason Moser and Fool.com contributor Matt Frankel, CFP share the stocks on the top of their watch lists this week. All of this and more on this week’s Industry Focus: Financials show. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/19/2019 • 28 minutes, 58 seconds
Tech: WeWork
Co-working and co-living innovator WeWork has filed its prospectus in preparation for an IPO later in 2019. We dig into the numbers, explain why the business isn't really a tech company, and walk through the struggles the company will likely have in becoming profitable. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/16/2019 • 23 minutes, 22 seconds
Energy: The Past, Present, and Future of the Car with Dan Albert
The history of the car is a story of how a new technology reshapes society, becomes part of its cultural identity, and is intertwined with a nation’s infrastructure. That history has shaped the world into which driverless vehicles may soon enter. Dan Albert, car critic at N+1 magazine and author of the new book Are We There Yet: The American Automobile Past, Present, and Driverless, joins the podcast to discuss the history and cultural impact of the American car and where it may be headed as we transition toward a more electric, driverless future. Stocks Mentioned: TSLA, GM, F, TMC, HMC, VWAPY Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Check Out Dan’s Book Here!
8/15/2019 • 57 minutes, 46 seconds
Healthcare: A Breach of Trust? Why The FDA's Taking Aim At Novartis' AveXis
The FDA is investigating Novartis' subsidiary AveXis because AveXis may have manipulated data on Zolgensma, a gene therapy with a sky-high price tag and blockbuster potential. Here's what could happen next. Also, Exact Sciences goes all in on cancer diagnostics. Why the Cologuard-maker is spending $2.7 billion in a push deeper into genetic testing. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/14/2019 • 24 minutes, 14 seconds
CG: You Down With JCP?
JC Penny is reportedly in talks to make some adjustments to its debt obligations -- we break down why even restructured financing isn't enough to right the ship for the struggling retailer and why a reverse stock split could be on the horizon. Then we hit some news items from Nike that hint at where the retail and apparel industries are going. Stocks: JCP, NKE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/13/2019 • 31 minutes, 14 seconds
Financials: Business, Culture, & Startups Oh My!
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Kevin Bennett, CEO of MotoRefi, a company focused on helping consumers save through refinancing their vehicle. Then listen in as Jason wraps up with a few thoughts on how investors can handle crazy news cycles. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/12/2019 • 30 minutes, 34 seconds
Tech: Meet Jumia
We're back with another _________ of __________ type business, this time we're talking about the Amazon of Africa, Jumia. The first African tech company to list on the NYSE shined in the weeks after its debut, but shares have come back down to IPO price as the dust has settled and some have warned of potential issues with the business. Should investors be eyeing this MercadoLibre wannabe? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to NetSuite for supporting the show. Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
8/9/2019 • 29 minutes, 29 seconds
Energy: The Two Faces of Tesla
Tesla is the most divisive company on the stock market, and it’s not close. Like most highly polarized topics, the truth is probably somewhere in the middle. To bridge that gap, Motley Fool Contributor Brian Feroldi, who is long Tesla shares, joins Industry Focus Host Nick Sciple, who is short Tesla via put options, to break down the facts surrounding the company and the reasoning behind their positions. We hope this discussion helps listeners form their own, independent conclusions about the stock. Stocks Mentioned: TSLA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/8/2019 • 32 minutes, 24 seconds
Healthcare: Can You Breath Easy With These Three Medical Device Stocks?
The U.S. spends more than $24 billion each year on medical devices that help treat respiratory diseases, which is an enormous market opportunity. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to talk about three innovative medical device companies — Inogen, Resmed, and Inspire Medical -- that are all major players in this growing industry and they share their opinion on whether or not these deserve a spot in your portfolio. Stock mentioned; INGN, RMD, INSP Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/7/2019 • 26 minutes, 52 seconds
CG: Virgin Galactic Prepares an Interstellar IPO
On July 9, Virgin Galactic, Richard Branson’s space tourism venture, announced plans to go public via a deal with Social Capital Hedosophia Holdings Corp., a special purpose acquisition company created by Social Capital CEO Chamath Palihapitiya. This represents the first time public investors will be able to invest directly in the recreational space industry. Motley Fool Contributor Luis Sanchez joins the podcast for the first time to break down the business, its financial prospects, and how it stacks up against the other major players in the industry, SpaceX and Blue Origin. Stocks Mentioned: IPOA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/6/2019 • 32 minutes, 35 seconds
Financials: Green Dot CEO Steve Streit and 2 Big Financial Headlines
In the latest edition of our Between Two Fools interview series, Fool.com contributor Matt Frankel, CFP sits down for an interview with Steve Streit, founder and CEO of Green Dot Corporation (NYSE: GDOT). Plus, Frankel and host Jason Moser dive intoSquare’s (NYSE: SQ) recent earnings release and the surprise announcement of the sale of its Caviar foodservice platform, and also take a look at Capital One’s (NYSE: COF) data breach and what it could mean for investors. All of this and the stocks we’re watching now in this week’s episode of Industry Focus: Financials. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/5/2019 • 41 minutes, 48 seconds
Tech: 2U's Tough Day
Online education business 2U reported earnings this week, and while the past quarter's numbers were fine it seems like the growth story for the company might be changing. Simon Erickson, lead advisor of Motley Fool Explorer joins us to explain what's going on at 2U and why the stock sold off over 60%. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75.
8/2/2019 • 19 minutes, 53 seconds
Energy: An Introduction to ESG Investing
Social and environmental issues have become more and more important in recent years, and investing hasn’t been spared from this trend. As a result, there has been a steady increase in investing based on Environmental, Social, and Governance factors, commonly known as ESG investing. Although ESG is growing in importance, many investors are still unaware of its existence. Motley Fool Analyst Maria Gallagher joins the show to introduce investors to ESG and share one of her favorite ESG investments, Trex. Stocks Mentioned: TREX Articles Mentioned: The Motley Fool’s ESG Hub The Motley Fool’s ESG Investing Framework ESG Investing: Is Trex a Responsible Investment Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
8/1/2019 • 14 minutes, 32 seconds
Healthcare: Why Marijuana Stock HEXO Is on the Hot Seat. And, What's Behind Mylan's Mega-Merger With Pfizer
Pot stock HEXO is under fire over its use of social media advertising and if that isn't bad enough, its home province, Quebec, has proposed restrictions on marijuana edibles that could disrupt its growth plans. Is it game over for HEXO? Also, here's why biopharma giant Pfizer is merging its off-patent drug portfolio with generic drug heavy weight Mylan. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/31/2019 • 33 minutes, 9 seconds
CG: Prime Day Wins While Under Armour and Beyond Meat Still Have a Lot to Prove
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Dan Kline take a look at the most recent quarters for Beyond Meat and Under Armour and drill down into Amazon's most recent Prime Day results and what it all really means for the company! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/30/2019 • 31 minutes, 10 seconds
Financials: A Recap of Second-Quarter Bank Earnings and More
We’ve now heard the latest results from most of the major U.S. banks, so in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP break down what investors need to know. Plus, they dig into the War on Cash and how cryptocurrencies could potentially affect some of our favorite payments companies, and each gives us one of their favorite foreign fintech companies to keep an eye on. All of this and more on this week’s installment. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/29/2019 • 21 minutes, 35 seconds
Tech: Is Snap Back?
Thanks to a strong earnings report, Snap is finally back to the valuation it went public at several years ago. With users joining the platform, should investors be interested in shares? We talk about that, and Facebook's earnings release and the impact of the FTC's fine.
7/26/2019 • 23 minutes, 44 seconds
Energy: Ford Reports Earnings and UAW Negotiations Kick Off in Detroit
We’re diving into the auto industry this week. With Ford reporting earnings Wednesday night, Motley Fool Contributor John Rosevear joins the show to break down the report and discuss Ford’s expanded partnership with Volkswagen focused around electric and autonomous vehicles. On the back half of the show, we take a look at negotiations beginning between the Big Three US Automakers and the United Auto Workers (UAW). Stay tuned to the end of the show to hear us all (including Dan Boyd) weigh in on Chevy’s new mid-engine Corvette. Stocks Mentioned: F, VWAPY, GM, FCAU, Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com $50 off your first job post. Linkedin.com/fool
Marijuana stock CannTrust has revealed its been growing pot in unlicensed rooms, calling into question its future as a cannabis leader. Also, here’s why Gilead Sciences’ CEO just inked a multibillion deal with Galapagos to develop drugs together.
7/24/2019 • 25 minutes, 50 seconds
CG: Will the Cruise Industry Stay Afloat?
The two biggest players in the cruise industry -- Carnival and Royal Caribbean -- have both generally performed well. The two companies, however, are in a bit of an arms race -- adding new ships with increasingly impressive features -- think ice skating rinks, laser tag, and robot-run bars just to start -- when questions exist as to whether younger people will want to cruise. Both companies have taken steps to market to younger generations and, so far, the numbers look good but as is the case on any cruise, a storm could be coming.
7/23/2019 • 29 minutes, 49 seconds
Financials: Six Stocks Our Interns Are Watching
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Foolish investing interns Alise Montgomery and Greg Bechtel. Tune in to learn more about the companies they're pitching to the investing team as well as the stocks on their radar as earnings season gets underway!
7/22/2019 • 25 minutes, 5 seconds
Tech: All About Autodesk
We've got another tech stock on our watch list and.... shocker it's a SaaS business! Brian Feroldi jumps on the show to pitch Autodesk -- a company that makes software tools for engineers, architects, and designers. The company underwent the tough transition from the licensing model to the SaaS model and looks prime to take off. Stocks: ADSK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to DataSiteOne from Merrill Corporation for supporting our show. To learn more and sign up for a free demo, go to merrillcorp.com/fool.
7/19/2019 • 23 minutes, 44 seconds
Energy: 5 Hot Tips for Buying a New Home (Re-Air)
A home is the largest purchase the average person makes in his or her lifetime. However, real estate transactions can be intimidating, and because most people only go through the process once or twice, it’s hard to develop the experience needed to “know what you don’t know.” To help bridge this knowledge gap, Motley Fool personal finance experts Dan Kline and Maurie Backman join the podcast to share their experience buying properties and their 5 best tips for buying a new home. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/18/2019 • 34 minutes, 56 seconds
Healthcare: An Interview with HealthEquity CEO, Jon Kessler
Motley Fool Co-Founder and CEO, Tom Gardner and Shannon Jones sit down with HealthEquity CEO, Jon Kessler. During the conversation, Jon Kessler reveals how the company is strategically positioned to help fix our broken healthcare system, his thoughts on the impacts of a single payer health system and the rationale behind acquiring WageWorks.
7/17/2019 • 33 minutes, 45 seconds
CG: Peloton Primer
Peloton is one of the trendiest names in fitness, but what should investors think of the soon-to-be-public company? We break down its interesting equipment + membership model and its strengths and weaknesses. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to DataSiteOne from Merrill Corporation for supporting our show. To learn more and sign up for a free demo, go to merrillcorp.com/fool.
7/16/2019 • 30 minutes, 50 seconds
Financials: Interview with Upskill Co-Founder and CEO Brian Ballard
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brian Ballard, co-founder and CEO of Upskill, a company focused on building enterprise software for augmented reality devices. Tune in to learn more about what Upskill is doing and where Brian sees augmented reality taking us in the coming years! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/15/2019 • 17 minutes, 13 seconds
Tech: Mailbag!
You asked, and we try to answer! We've got listener questions about: - Why tariffs impact pure-play Chinese tech companies - What investors should make of Naspers attempt to spin out its Tencent ownership - If valuations have gotten a little too crazy for SaaS companies Reminder -- if you have a question you want us to tackle, write in to industryfocus@fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/12/2019 • 25 minutes, 45 seconds
Energy: Brookfield Makes a Deal + The Biggest Energy IPO of 2019
On this week’s episode, we’ve got another deal to break down, with Brookfield Infrastructure Partners announcing a plan to take Genesee and Wyoming Railroad private. Motley Fool Contributor Matt Dilallo joins the show to discuss what this latest transaction means for Brookfield and break down Rattler Midstream’s recent IPO, the largest energy IPO of 2019 so far and the first MLP to go public since 2017. Stocks Mentioned: BIP, BAM, RTLR, FANG Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/11/2019 • 24 minutes, 41 seconds
Healthcare: The Surprising Exit of Canopy Growth’s CEO Raises Questions About This Top Marijuana Stock
After building Canopy Growth into the world’s biggest pot stock, CEO Bruce Linton has been terminated by the company’s board of directors. Here’s what you need to know about his exit, the company’s future, and if Linton thinks Canopy’s still a top stock to buy. Also, the latest updates on promising new gene therapies that could revolutionize hemophilia A and hemophilia B treatment. Stocks: CGC, STZ, OGR, SGMO, BMRN, QURE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/10/2019 • 26 minutes, 22 seconds
CG: Will a Labor Dispute Derail Endeavor’s Upcoming IPO?
Endeavor, the world’s largest and longest running talent agency and owner of the UFC, recently filed its S-1 to go public. At the same time, an ongoing feud between the Writers Guild of America and major talent agencies, including Endeavor, has reached a fever pitch. Motley Fool Contributor Asit Sharma joins the show to break down the business, its prospects, and the threat posed by ongoing WGA dispute. Stocks Mentioned: EDR (proposed ticker) Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
7/9/2019 • 37 minutes, 38 seconds
Financials: Job Growth and Bank Earnings: What Investors Need to Know
The June jobs report shows that our economy is creating far more jobs than expected, and this could make the Federal Reserve hesitant to cut rates as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel CFP discuss the jobs report, the upcoming wave of bank earnings, and how these stories tie together. Plus, the pair discusses the downsides to the War on Cash and shares what stocks they’re watching now.
7/8/2019 • 23 minutes, 50 seconds
Bonus: IF Host Roundtable (Part 3)
Description: With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 3, we share our wish lists of companies we wish were public but aren’t, give our top stock to watch right now, and share our favorite 4th of July activities. Stocks Mentioned: RGNX, ADBE, RDFN, Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/3/2019 • 19 minutes, 11 seconds
Bonus: IF Host Roundtable (Part 2)
With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 2, we break down some of the biggest trends and news items in investing this year to decide whether they’re News, or Noise. Next, we take a look at some recent IPOs to determine whether investors should be saying Oh Yeah, or Oh No to these newly public companies. Stocks Mentioned: PINS, ZM, UBER, LYFT, BYND Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/2/2019 • 42 minutes, 2 seconds
Bonus: IF Host Roundtable (Part 1)
With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 1, we discuss the state of the stock market today, take a look at some indicators that could suggest where the economy is headed next, and dive into the antitrust rumors surrounding Big Tech. Stocks Mentioned: FB, AMZN, GOOG, GOOGL, AAPL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
7/1/2019 • 18 minutes, 48 seconds
Tech: All Things Apple
It's been a big news week for Apple -- the company scooped up a self-driving start up, released new figures on Apple Music, and its design head is heading out. We break it all down on today's show. Stocks: AAPL, SPOT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/28/2019 • 22 minutes, 32 seconds
Energy: United Technologies and Raytheon Look to Build an Aerospace Titan
Earlier this month, Raytheon and United Technologies announced a “merger of equals,” promising to create the world’s second largest aerospace company by total revenues. At the same time, United Technologies has also been preparing for the spinoff of its OTIS elevator and Carrier HVAC divisions. Motley Fool Contributor Lou Whiteman joins the show to break down these deals and more on this week’s episode of Industry Focus: Energy & Industrials. Stocks Mentioned: UTX, RTN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/27/2019 • 17 minutes, 35 seconds
Healthcare: Does the AbbVie and Allergan Merger Make Sense? And Jason Moser’s Top Healthcare Picks
Shannon Jones and Jason Moser breakdown the proposed megamerger between AbbVie and Allergan. Also, Jason Moser shares his thinking and the stocks behind his “Healthcare and Wealthcare” basket. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/26/2019 • 34 minutes, 21 seconds
CG: The Future of Reality Is Augmented
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Dan Kline dig into the burgeoning world of augmented reality and talk about the many different ways investors will be able to win from this growing and impactful technology.
6/25/2019 • 30 minutes, 30 seconds
Financials: The June Fed Meeting and PayPal's Unexpected Departure
In this week's episode of Industry Focus: Financials, host Dylan Lewis and Fool.com contributor Matt Frankel, CFP discuss two recent news stories. As expected, the Federal Reserve held interest rates steady, but opened the door for a rate cut in July. On the more unexpected end of the spectrum, PayPal (NASDAQ: PYPL) announced the unexpected departure of a key executive. Here's what investors need to know about both of them. Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
6/24/2019 • 20 minutes, 48 seconds
Tech: Big Tech in Trouble?
A proposed law could be big trouble for the business models of tech giants like Facebook, Google, and Twitter. We explain the laws that currently allow these companies to host user content without being liable for its content and how it could change under the proposed law. Stocks: WORK, FB, GOOG, GOOGL, TWTR Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool
6/21/2019 • 24 minutes, 16 seconds
Energy: FedEx Breaks Up with Amazon
Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials. Stocks Mentioned: FDX, AMZN, UPS, SHOP, WMT, TGT, DG Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com Thanks to Sprout Social for supporting The Motley Fool. To learn how your brand can create real connection, visit sproutsocial.com/fool today.
6/20/2019 • 20 minutes, 47 seconds
Healthcare: 3 Little-Known Medical Device Makers
Most investors will never come in contact with the products that are made by medical device companies. That fact can make it hard for them to research these types of businesses. However, when a medical device company creates a game-changing product it can often go on to create huge shareholder value in time. On this week's episode of Industry Focus: Healthcare, host Shannon Jones sits down with Fool.com's Brian Feroldi to talk about three hidden medical device makers that could be on the verge of generating meaningful returns for their investors: ViewRay, Nervo, and LeMaitre Vascular. Stocks: VRAY, NVRO, LMAT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/19/2019 • 27 minutes, 52 seconds
CG: What’s Going On With America’s Malls?
America’s malls are changing. Some well-known retail brands have gone away replaced by digital retailers. That has forced mall operators to be creative in finding alternative ways to fill space. That’s a work in progress at many malls but it’s something the owners of at least some malls have proven successful at doing. Thanks to Sprout Social for supporting Motley Fool. To learn how your brand can create real connection, visit sproutsocial.com/fool today.
6/18/2019 • 26 minutes, 23 seconds
Financials: Between Two Fools with Guest Brendan Mathews of Motley Fool Ventures
On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brendan Mathews, VP of Motley Fool Ventures to talk about working in venture capital, the types of companies they're looking at, the differences between public and private investing and some of the big trends the team is following! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/17/2019 • 29 minutes, 20 seconds
Tech: Slack Me
Another tech unicorn is going public -- Slack! We break down how the SaaS communication company works, its financials and its $17B valuation. We also explain the company's curious name, and why it has an eerie resemblance to Fool favorite Shopify. Stocks: WORK, SHOP
6/14/2019 • 22 minutes, 28 seconds
Energy: Fiat Chrysler Try to Merge + Why Are We Seeing So Many Auto Partnerships?
It’s been a wild couple weeks for Fiat Chrysler and Renault. After Fiat made a merger offer in late May, Renault shareholders Nissan and the French government balked at the deal, leading Fiat to withdraw its offer. Motley Fool Senior Auto Analyst John Rosevear joins the podcast to break down the political issues that have sidetracked the merger and discuss why we’ve been seeing so many major automotive partnerships recently, both between OEMs and autonomy startups. Stocks Mentioned: FCAU, RNLSY, NSANY, GM, F, VWAGY, RACE, TSLA, HMC, TM Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter $50 off your first job post. Linkedin.com/fool
6/13/2019 • 42 minutes, 3 seconds
Healthcare: Investor Brad Loncar Breaks Down ASCO 2019's Winners and Loser
Earlier this month, industry watchers gathered at the annual American Society of Clinical Oncology (ASCO) conference to discuss the latest research in the battle against cancer. In today's show, biotech investing expert Brad Loncar shares his key takeaways from the event, including must-hear insight into programs underway at Iovance Biotherapeutics, MacroGenics, and the biotech unicorn, Grail. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/12/2019 • 37 minutes, 3 seconds
CG: The Science of Scams
We’re re-airing one of our favorite episodes from last year -- we breakdown how scams works, the signs of a scam, and how you can protect yourself with Fool.com's resident detective, Matthew Cochrane. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/11/2019 • 19 minutes, 1 second
Financials: Mortgage REITs, Docusign Earnings, and Some Important Terms to Know
Mortgage REITs can be attractive to income investors, with many sporting double-digit yields, but it’s important to know what you’re getting into before adding one to your portfolio. In this Industry Focus: Financialsepisode, Fool.com contributor Matt Frankel, CFP discusses the basics of this unique type of company. Plus, host Jason Moser gives his take on Docusign’s (NASDAQ: DOCU) latest earnings report, and the pair answer some listener emails. You’ll hear all this and more on this week’s episode! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/10/2019 • 25 minutes, 2 seconds
Tech: Inside Fiverr
2019 is the year of IPOs! We're digging through another prospectus from a soon-to-be-public tech company: Fiverr. The gig economy site is getting ready to go public, but should investors be excited? Stocks: UPWK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/7/2019 • 18 minutes, 8 seconds
Energy: Time for an Offshore Turnaround
Since the oil price collapse of 2014, offshore drillers have languished, with several operators going bankrupt. However, stabilizing oil prices and declining breakeven levels for offshore oil has the industry poised for a turnaround. Motley Fool Contributor Jason Hall joins the show to discuss the current state of the industry and break down three major offshore operators. Stocks Mentioned: RIG, ESV, SDRL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/6/2019 • 38 minutes, 35 seconds
Healthcare: The Hottest IPO You’ve Never Heard Of
Pinterest, Beyond Meat, and Uber might be grabbing all of the financial headlines, but a little-known medical device company called Shockwave Medical (NASDAQ:SWAV) recently went public and has been a massive winner for early investors. In this episode of Industry Focus: Healthcare, host Shannon Jones and fool.com contributors Brian Feroldi take a closer look at Shockwave Medical’s technology, market opportunity, and financial statements to discuss why Wall Street is so excited. They also provide investors with an update on Novocure (NASDAQ:NVCR), which is another fast-growing medical device maker that recently secured an important regulatory win. Stocks mentioned: SWAV, NVCR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/5/2019 • 18 minutes, 5 seconds
CG: Investing in Videogames and Toys
Over the last several years, nerdculture and pop culture have become one and the same, with Avengers movies and Game of Thrones dominating the conversation. As this interest has grown, businesses have moved to satisfy audience demand for products associated with pop culture. On today’s episode, Motley Fool Analyst Jim Gillies and Contributor Dan Kline join the show to break down two companies operating in the space: Gamestop and Funko. Stay tuned to the end to hear us discuss our favorite video games of all time! Stocks Mentioned: GME, FNKO, BKS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/4/2019 • 47 minutes, 6 seconds
Financials: The Trade War’s Impact on Banks, and the Best Way to Read SEC Filings
In this week’s episode of Industry Focus: Financials, Jason Moser sits down with analyst Auri Hughes in the latest installment of our Between Two Fools interview series. Then, Fool.com contributor Matt Frankel, CFP talks with Moser about why bank stocks have underperformed the market in the midst of the trade war, the most important things investors should look for in company 10k and 10q filings, and what to think about when rolling over a 401(k). All that, plus the latest stocks we’re watching on this week’s information-packed episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
6/3/2019 • 32 minutes, 51 seconds
Tech: Uber's First Earnings Release
We've got our hands on Uber's first set of earnings results as a publicly traded company -- we talk about why losses widened and the comments from management that surprised us. Also, we hit a looming anti-trust issue for Apple. Stocks: AAPL, UBER, LYFT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/31/2019 • 17 minutes, 38 seconds
Energy: 5 Hot Tips for Buying a New Home
A home is the largest purchase the average person makes in his or her lifetime. However, real estate transactions can be intimidating, and because most people only go through the process once or twice, it’s hard to develop the experience needed to “know what you don’t know.” To help bridge this knowledge gap, Motley Fool personal finance experts Dan Kline and Maurie Backman join the podcast to share their experience buying properties and their 5 best tips for buying a new home. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Airbnb for supporting our show. Go to airbnb.com/fool and start hosting and you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by July 31. Terms and conditions apply.
5/30/2019 • 34 minutes, 49 seconds
Healthcare: Is Zolgensma's $2.1 Million Price Tag Ridiculous?
Here's why paying $2 million for Novartis' revolutionary gene therapy for SMA may not be as crazy as it sounds. Also, why shares slumped after BioMarin reported its gene therapy may virtually eliminate bleeding in hemophilia A patients. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/29/2019 • 23 minutes, 14 seconds
CG: Between Two Fools and the Battle Brewing in Home Improvement
On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma take a look at the most recent quarters for The Home Depot and Lowe's and kick the tires on Canadian Tire. Plus Jason sits down with Motley Fool analyst Thomas King on a new installment of Between Two Fools! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/28/2019 • 30 minutes, 4 seconds
Tech: Clarity on Qualcomm
Back in January, the FTC put out its antitrust case against Qualcomm and now we have Federal Judge Lucy Koh's decision. We explore the decision, what it means for Qualcomm and how it might radically change the business. Stocks: QCOM, AAPL
5/24/2019 • 19 minutes, 45 seconds
Energy: Why We Love Redfin
The real estate brokerage industry hasn’t changed much in decades, with high commissions and an opaque buying process. However, Redfin is changing the industry for the better, aiming to fulfill its mission to “Redefine real estate in the consumer’s favor.” With a powerful value proposition, capable management, and a huge addressable market, Redfin is an up-and-coming Rulebreaker that investors should be receiving investors’ attention. Motley Fool Analyst Tim Beyers and Industry Focus Host Nick Sciple, both Redfin shareholders, break down Redfin’s competitive advantages, opportunities, and risks on this week’s episode. Stocks Mentioned: RDFN, ZG Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/23/2019 • 40 minutes, 20 seconds
Healthcare: Top Stocks To Watch at ASCO 2019
We highlight two biotech stocks making oral presentations that could move their share price next month. Plus, Emily Flippen discusses an SEC proposal that could change reporting requirements for early stage biotechs. Stocks: RGNX BPMC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/22/2019 • 29 minutes, 2 seconds
CG: Luckin Takes on Starbucks; Target Sells Out
Chinese coffee company Luckin has aggressive plans to add thousands of stores and it's willing to lose a lot of money to do that. That puts it in competition with Starbucks though there might be enough customers for both. In addition Target sold out of its exclusive Vineyard Vines collection and that may not be a good thing. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/21/2019 • 22 minutes, 3 seconds
Financials: Green Dot’s Disappointing Earnings and an Interview With Prudential’s CFO
In the latest installment of our Between Two Fools interview series, host Jason Moser sits down with Prudential (NYSE: PRU) CFO Ken Tanji to talk about financial wellness and what the company is doing to try to improve the financial wellness of Americans. Plus, Fool.com contributor Matt Frankel, CFP talks about why Green Dot (NASDAQ: GDOT) plunged after its recent earnings report, and you’ll also hear what stocks are on our radar this week. All this and more on this week’s episode of Industry Focus: Financials. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/20/2019 • 35 minutes, 8 seconds
Tech: Checking in on IPOs
We've got our hands on the first report for recently public Pinterest! We dive in and try and figure out why the stock sold off 10% after earnings, and check in on 2018 IPOs Upwork and Docusign to see how they're faring after their first year on the market. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/17/2019 • 19 minutes, 55 seconds
Energy: A.O. Smith, Hot Stock or in Hot Water?
If you took a hot shower this morning, there’s a good chance you got your hot water thanks to a product from A.O. Smith, America’s largest manufacturer of hot water heaters. Operating in an oligopoly market with growing demand as more of the world enters the middle class, A.O. Smith is up 9X over the last 10 years and counts itself among elite company as a dividend aristocrat. With shares down today on a recent short report from J Capital Research, Motley Fool Analyst John Rotonti joins the show to break down the investment opportunities and risks surrounding A.O. Smith today. Stocks Mentioned: AOS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter $50 off your first job post. Linkedin.com/fool
5/16/2019 • 31 minutes, 46 seconds
Healthcare: Who Had the Better Quarter, Gilead Sciences or Amgen?
It's a battle of the big bio's on this episode of Industry Focus Healthcare. Is Gilead Sciences finally overcoming its hep C headwind? Is Amgen beating back biosimilars? We dig into the details as we discuss which of these biopharma behemoths delivered better first quarter results. Stocks: GILD, AMGN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/15/2019 • 24 minutes, 32 seconds
CG: What to Make of MLMs
You've undoubtedly been exposed to the multi-level marketing industry -- Facebook posts from people you went to high school with, phone calls asking you to come to Tupperware parties. Millions of Americans participate in the space, whether they call it "direct selling" "network marketing" or something else entirely. On this show, we explain why we won't invest in the industry, and how the average distributor tends to make out. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter $50 off your first job post. Linkedin.com/fool
5/14/2019 • 26 minutes, 43 seconds
Financials: A Trio of Big Financial Earnings
In this installment of Industry Focus: Financials, we sit down for a chat with Fool analyst T.J. Piggott. Then, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest earnings from Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B), Square (NYSE: SQ), and Markel (NYSE: MKL). And, as always, the pair shares two stocks on the top of their watch list right now. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/13/2019 • 31 minutes, 5 seconds
Tech: 3 Ad Plays Not Named Facebook or Google
In the digital ad world, the Google and Facebook swallow up most of the market share... and headlines. But there are a lot of smaller players in digital advertising that could be great ways to play the mega-trend. We run through their recent results on today's show. Stocks: ROKU, TTD, TLRA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks Clear. Get your first two months of Clear for free by going to clearme.com/fool2019 and using promo code fool2019.
5/10/2019 • 27 minutes, 49 seconds
Energy: Occidental, Anadarko, and Berkshire Makes 3
With Chevron bowing out of the bidding for Anadarko Petroleum, it appears Occidental has won its bid for the Permian E&P giant, with help from Warren Buffett and Berkshire Hathaway. Motley Fool Contributor Matt Dillalo and Industry Focus Host Nick Sciple break down what the deal means for all the parties involved and take a look at Berkshire Hathaway’s earnings reported over the weekend. Stocks Mentioned: BRK, OXY, CVX, APC, KHC, BAM, KMI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/9/2019 • 23 minutes, 48 seconds
Healthcare: Medical Device Winners & Losers
Earnings season continues to heat up and several medical device makers have reported their first-quarter results. In this episode of Industry Focus: Healthcare, host Shannon Jones and Brian Feroldi discuss why Abiomed (NASDAQ:ABMD) and Intersect ENT (NASDAQ:XENT) are off to a rough start in 2019 and why things couldn't be going better for Insulet (NASDAQ:PODD) and Novocure(NASDAQ:NVCR). Stocks mentioned: ABMD, XENT, PODD, and NVCR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/8/2019 • 22 minutes, 56 seconds
CG: Sick Pigs in China -- Why You Should Care
Over the last nine months, African swine fever has ravaged the pig population in China, causing tens of thousands of animals to be culled from herds. Side effects from this disease will be lasting and wide reaching, affecting everything from global meat demand, the Chinese yuan, and even tariff talks between the U.S. and China. Motley Fool Contributor Dan Kline and Industry Focus Host Nick Sciple break down these issues and more, as well as discussing Charlie Munger’s recent statement that Amazon has more to fear from Costco than the other way around. Stocks Mentioned: BYND, MCD, TSN, SAFM, PPC, JBSAY, ADM, BG, COST, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/7/2019 • 26 minutes, 48 seconds
Financials: Between Two Fools and Where Taxes and Investing Part Ways
On this week’s episode of Industry Focus: Financials host Jason Moser and Industry Focus: Tech host Dylan Lewis tackle a real-life financial situation as Dylan tries to figure out what to do with a substantial stock gift he recently received. Plus Jason sits down with Motley Fool analyst Maria Gallagher on a new installment of Between Two Fools! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/6/2019 • 31 minutes, 9 seconds
Bonus: Breaking Down Ford and GM Earnings
Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss the recent earnings reports from Ford and GM, including Ford’s recent $500 million dollar investment in EV developer Rivian. Stocks Mentioned: GM, F Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/4/2019 • 15 minutes, 30 seconds
Tech: The Scoop on Uber
Shares of the leading ride-sharing company will hit the market soon, so how does giant Uber compare to already-public Lyft? We break that down, and talk results from Apple's most recent quarter. Stocks: AAPL, UBER Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/3/2019 • 31 minutes, 9 seconds
Energy: Tesla Earnings, Autonomy, and a Capital Raise
Motley Fool Senior Auto Analyst John Rosevear returns to the show to discuss the latest Tesla news, from its recent earnings report, Investor Autonomy Day, its recent filing to raise capital, and more. Stocks Mentioned: TSLA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/2/2019 • 43 minutes, 14 seconds
Healthcare: Who Had The Better Quarter, Tandem Diabetes or Teladoc?
In this earnings brawl episode of Industry Focus Healthcare, diabetes disruptor Tandem Diabetes faces off against telehealth titan Teladoc. Place your bets, because the winner may surprise you. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
5/1/2019 • 24 minutes, 46 seconds
CG: The Future of Cars and the Mercadolibre of Africa
Uxin battles a recent short report and Jumia is investing big in Africa. On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool analysts Emily Flippen and Joey Solitro discuss the state of affairs with the leading used car platform China used car company and take a closer look at how Jumia is capitalizing on Africa’s developing middle class. Plus the team takes a listener question on how investors should be viewing Chinese electric car company NIO Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/30/2019 • 23 minutes
Financials: Financial Literacy Month Comes to a Close
In addition to earnings season, we’re also in the final days of financial literacy month. April is financial literacy month, so in this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP sat down with Elizabeth Overbay, Chief Operating Officer of Goldman Sachs’ (NYSE: GS) consumer banking division and Dustin Cohn, Head of Brand and Marketing Communications for Marcus by Goldman Sachs to talk about the problem of financial literacy in America and what they’re doing to fix it. Plus, Frankel and host Jason Moser discuss first-quarter results from fintech heavyweights Visa (NYSE: V) and PayPal (NASDAQ: PYPL), and as always, let listeners know what stocks they’re watching this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/29/2019 • 33 minutes, 15 seconds
Tech: Let's Get Millennial
A lot of ink has been spilled about the things millennials are killing -- napkins, bar soap -- but as the generation of people born between the early 1980s and the early 2000s age into becoming the biggest generation in the workforce, investors want to know: what businesses will enjoy huge tailwinds? We introduce our "Millennial Basket" -- three companies that seem to have plenty of room to grow based on where young folks are spending their dough. Stocks: EB, UPWK, MTCH Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/26/2019 • 20 minutes, 54 seconds
Energy: Chart-ing a Course in LNG & the US Reaffirms Iran Sactions
After issuing 6 month exemptions, the U.S. pledges to fully enforce sanctions against Iranian oil exports. What does this mean for investors? In addition, huge spreads between the price of natural gas around the world has investment in liquefied natural gas (LNG) exploding. Motley Fool Contributor Jason Hall and Industry Focus host Nick Sciple discuss Chart Industries, a key provider of equipment used to cool and transform natural gas from a gaseous state to a liquid, and what opportunities it may provide to investors. Stocks Mentioned: GTLS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting Industry Focus. Get $75 off your first order at http://www.molekule.com code fool75.
4/25/2019 • 34 minutes, 3 seconds
Healthcare: Is This Highly-Anticipated Gene Therapy In Trouble?
An infant participating in Novartis' Zolgensma trial has died, raising questions ahead of an expected FDA decision next month for this one-and-done treatment for spinal muscular atrophy. Here's what you should know. Also, why investors should ignore Intuitive Surgical's first quarter earnings miss and buy shares on sale. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/24/2019 • 22 minutes, 27 seconds
CG: Is the T-Mobile/Sprint Deal in Trouble? And Making Sense of Streaming Services
T-Mobile and Sprint have faced opposition from federal regulators over their planned $26.5 billion merger. Speculation that the deal may not be approved has led Sprint to send a statement to the Department of Justice saying that if the deal gets denied, it may not be able to survive. Fool Contributor Daniel Kline joins Shannon Jones to break that down and to take some time to sort out the streaming video industry. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting Industry Focus. Get $75 off your first order at http://www.molekule.com code fool75.
4/23/2019 • 18 minutes, 6 seconds
Financials: American Express Has Changed and Bank Earnings Continue
On this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP sits down with Gunther Bright, Executive Vice President, Merchant Services U.S. for American Express to discuss how Amex has evolved in recent years. After, Frankel and host Jason Moser discuss a trio of earnings from Bank of America (NYSE: BAC), Morgan Stanley (NYSE: MS), and Travelers (NYSE: TRV) and answer a listener question about investing in wealth management firms. And, as always, we close out the show with two stocks we’re keeping our eye on now. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting Industry Focus. Get $75 off your first order at http://www.molekule.com code fool75.
4/22/2019 • 29 minutes, 48 seconds
Energy: Chevron Writes Anadarko a Check, Kinder Morgan Reports Earnings, and Oil Company Earnings Previews
Last Friday, Chevron announced a $33 billion acquisition of Anadarko Petroleum, one of the biggest energy mergers in years. Motley Fool Contributor Matt Dilallo and Industry Focus host Nick Sciple break down the deal, take a look at Kinder Morgan’s most recent earnings report, and preview upcoming earnings from some of their favorite oil companies. Stocks Mentioned: CVX, APC, KMI, HES, XOM, COP Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/18/2019 • 18 minutes, 33 seconds
Healthcare: How Marijuana Legalization Impacted OrganiGram and Aphria's Latest Results
Marijuana stocks OrganiGram and Aphria reported quarterly earnings this week - here's what you should know. Also, Abbott locks horns with DexCom in diabetes and what's next for Bristol-Myers' now that its Celgene acquisition is official. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/17/2019 • 29 minutes, 2 seconds
CG: A Tale of Two Rodents
We're tapping deep into childhood nostalgia on this show -- kids birthday party staple Chuck E. Cheese is planning to go public in 2019 and the details on Disney+ are finally available. One of these developments should have investors happy, the other one... not so much. Stocks: DIS, CEC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/16/2019 • 24 minutes, 7 seconds
Financials: Bank Earnings and Getting to Know Zelle
In this episode, we look at the bank earnings (so far) and learn about person-to-person payment platform Zelle. In the latest edition of our Between Two Fools interview series, Fool.com contributor Matt Frankel, CFP sits down with Lou Anne Alexander, Group President of Payments for Early Warning, the company behind person-to-person payment platform Zelle. Later, Frankel and Industry Focus: Financials host Jason Moser discuss earnings from JPMorgan Chase (NYSE: JPM), and both tell listeners about the stocks on their radar this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/15/2019 • 26 minutes, 8 seconds
Tech: A Profitable Unicorn?
Soon-to-be-public Zoom is a Unicorn among Unicorns -- the company grew its top line over 100% last year and it managed to post a profit. We run through the company prospectus and see whether it is worth investing in ahead up its public debut: Stocks: ZM Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/12/2019 • 25 minutes, 56 seconds
Energy: DowDuPont Is Breaking Up -- What It Means For Investors.
4 years ago, Dow and DuPont merged, creating one of the world’s largest industrial conglomerates. From the start, the plan was to break this newly formed company into 3 separate businesses, each more streamlined and nimble than the combined entity. In early April, the first stage of the breakup took place when New Dow began trading. Motley Fool Contributor Lou Whiteman and Industry Focus host Nick Sciple break down each of the newly formed companies and discuss how investors should be viewing them as they come to market. Stocks Mentioned: DWDP, DOW Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/11/2019 • 24 minutes, 31 seconds
Healthcare: 3 Genomics Stocks Revolutionizing Healthcare And Why Alnylam's New Deal Didn't Excite Investors
Here's why a $1 billion deal with Regeneron failed to spark a rally in Alnylam shares. Also, will genetic discovery be our generation's biggest trend? If so, Illumina, bluebird bio, and Invitae could be top stocks to watch. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/10/2019 • 31 minutes, 36 seconds
CG: Is WWE A Predetermined Winner?
WWE stock is up over 5X in the last three years, making it one of the better performing stocks on the market. With sports licensing fees surging, the company recently negotiated a new deal that should position the company to thrive over the next several years. Dan “Pretty Boy” Kline and Nick “Hundred Dollar Man” Sciple break down how the company makes money, recent criticism surrounding the company, and the company’s future on this week’s episode. Stay tuned till the end to hear our Mount Rushmore of the greatest wrestlers of all time, our favorite highlights from Sunday’s Wrestlemania, and more! Stocks Mentioned: WWE, FOX, FOXA, CMCSA Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/9/2019 • 42 minutes, 30 seconds
Financials: An Insider’s Look at Financial Crimes and Why America Isn’t Living Up to Its Potential
Here’s the latest from around the financial sector, and an interview with a Fool.com contributor with a unique perspective on financial crimes. In this episode of Industry Focus: Financials, host Jason Moser sits down with Fool.com contributor Matt Cochrane, who happens to have a unique day job related to the financial sector. Also, regular guest Matt Frankel, CFP discusses why JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon thinks America’s economic growth isn’t nearly as robust as it could be, and answers a listener question about stock buybacks. Finally, as always, Moser and Frankel each reveal what stocks they’re watching right now. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/8/2019 • 33 minutes, 53 seconds
Tech: All About EBITDA
We tackle a listener question on today's show -- why should I care about EBITDA? Listen in to get a breakdown of the metric, how it can be used for good, and how it can be abused by businesses trying to mask bad results. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/5/2019 • 22 minutes, 34 seconds
Energy: Southwest’s 737 Max Problem
A second crash of Boeing’s 737 Max has shaken the airline industry over the past month. As the world’s largest operator of 737 aircraft, Southwest Airlines has been particularly affected. Motley Fool contributor Adam Levine-Weinberg and Industry Focus host Nick Sciple break down how Southwest is adapting to the 737 Max news, discuss the company's' newest routes to Hawaii, and take a look at whether the stock might be a buy today. Stocks Mentioned: LUV, HII, BRK-A, BRK-B Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Grammarly for supporting Industry Focus. For 20% off a Grammarly premium account, go to Grammarly.com/fool.
4/4/2019 • 29 minutes
Healthcare: Where Technology and Healthcare Meet
Technology has invaded every sector of the market, including healthcare. In this weeks episode of Industry Focus: Healthcare, host Shannon Jones and fool.com contributor Brian Feroldi discuss 5 hybrid healthcare/tech stocks that should be on your radar. Stocks mentioned: VEEV, HQY, TDOC, MDSO, CERN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/3/2019 • 26 minutes, 11 seconds
CG: Where Food and Technology Meet
McDonald's invests in its customer experience and Whole Foods is lowering prices (again). On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma discuss how the fast-food giant is leaning on technology as well as Amazon's long-term strategy with Whole Foods. Plus Jason chats with Aaron Timmons to learn more about his career with Amazon in a new installment of Between Two Fools. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
4/2/2019 • 37 minutes, 9 seconds
Financials: A Socially-Responsible Bank and Wells Fargo’s CEO Search
In this episode of Industry Focus: Financials, host Jason Moser sits down with Amalgamated Bank (NASDAQ: AMAL) CEO Keith Mestrich to talk about the opportunities and challenges of operating a smaller and socially-responsible bank in the modern financial landscape. Plus, Fool.com contributor Matt Frankel, CFP discusses what Wells Fargo (NYSE: WFC) CEO Tim Sloan’s abrupt departure could mean for the bank and its investors. And, you’ll hear which two stocks we’re watching this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Grammarly for supporting The Motley Fool. For 20% off a Grammarly premium account, go to http://www.Grammarly.com/Fool.
4/1/2019 • 32 minutes, 21 seconds
Tech: Interested in Pinterest?
Another unicorn is going public! We take a look at Pinterest's prospectus and explain how the social media company has turned DIY pics into a $12B business. Stocks: PINS, FB, GOOG, GOOGL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/29/2019 • 27 minutes, 21 seconds
Energy: A Year in Steel Tariffs
On March 8, 2018, the United States enacted 25% tariffs on imported steel. A year later, have those tariffs accomplished what they set out to do? Motley Fool Contributor Jason Hall and Industry Focus host Nick Sciple answer that question and share their favorite steel investment on this week’s episode.
3/28/2019 • 34 minutes, 33 seconds
Healthcare: Is Biogen A Beat-Up Bargain? And Is Bristol-Myers' Mega-Merger On the Rocks?
Biogen's shares fell 30% because it's bailing on a once-promising Alzheimer's disease drug, but it might not be a bargain worth buying yet. Also, why a shareholder revolt could cause Bristol-Myers and Celgene's merger to fall apart. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/27/2019 • 26 minutes, 31 seconds
Consumer Goods: Amazon Kicks out the CRaP, CVS Gets Into CBD
Amazon has increased its focus on profitability and that means getting rid of items where it “can’t realized a profit” or CRaP as the company unofficially calls them. Host Shannon Jones and Fool Contributor Daniel Kline also discuss whether CVS selling CBD products fits its image as a company focused on health. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/26/2019 • 19 minutes, 35 seconds
Financials: The Fed, an Interview With Sallie Krawcheck, and Stocks We’re Watching
In the latest edition of our Between Two Fools interview series, host Jason Moser sits down with Ellevest CEO and co-founder Sallie Krawckeck. Then, Fool.com contributor Matt Frankel, CFP tells investors what they need to know about the latest Federal Reserve meeting and why bank stocks have been dropping ever since. Finally, you’ll hear which two stocks are on our watch lists this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/25/2019 • 36 minutes, 58 seconds
Tech: ETFs
Today we talk about a topic we've never covered before -- ETFs! Exchange-traded Funds are a great way for investors to get instant exposure to a basket of companies, and there are plenty of tech funds that have put up big returns over the past few years. We run through some solid options, and explain the difference between ETFs and mutual funds. Tickers: ETFMG, HACK, ARKW, FDN, VGT, XLK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/22/2019 • 18 minutes
Energy: Is Graco a Great Co.?
Sometimes great companies are found in under-the-radar places. Graco is one of those companies. You probably haven’t heard of it (I thought it made baby strollers before doing my research), but this maker of industrial fluid and coating machinery has trounced Mr. Market over the past 25 years. Motley Fool Senior Analyst John Rotonti joins the podcast to discuss why this underfollowed company is an attractive investment today. Stocks Mentioned: GGG, SHW Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/21/2019 • 30 minutes, 58 seconds
Healthcare: How To Build A Better Biotech Portfolio
Fool's have questions, we've got answers! In today's show we offer tips on what to look for before buying clinical-stage and commercial-stage biotech stocks, including 5 checklist items you ought to know. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/20/2019 • 25 minutes, 11 seconds
CG: Investing in March Madness!
It’s March Madness time as the NCAA men’s and women’s basketball tournaments are set to begin. On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma look at how their favorite teams made it to the Big Dance and talk about all the different ways investors can benefit from one of the year’s biggest sporting events. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to LinkedIn for supporting The Motley Fool. Go to Linkedin.com/fool and get $50 off your first job post.
3/19/2019 • 41 minutes, 3 seconds
Financials: Bank Raises, Conglomerates, and LivePerson’s CEO Drops By
In the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with LivePerson (NYSE: LPSN) CEO Rob LoCascio. Plus, Wells Fargo (NYSE: WFC) CEO Tim Sloan just got a $1 million raise – did he deserve it? And, why does conglomeration seem to work so well for companies like Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) and Markel (NYSE: MKL), but not forGeneral Electric (NYSE: GE). All this and more on this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to LinkedIn for supporting The Motley Fool. Go to Linkedin.com/fool and get $50 off your first job post.
3/18/2019 • 41 minutes, 41 seconds
Tech: Salesforce turns 20!
The original SaaS business hit a big milestone recently, we recap how the company turned CRM into a business worth over $100 billion. Then we turn our attention to a SaaS stock that's still in its early innings, Shopify. To wrap things up, we get some tips on how to talk about money with kids from a visiting team of junior analysts. Stocks: CRM, SHOP, WDAY, NOW Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/15/2019 • 28 minutes, 23 seconds
Energy: Boeing Gets Grounded, Tax Lessons and the Joy of Yeildcos
Following a second fatal crash of its 737 Max aircraft, Boeing has grounded the planes worldwide. Motley Fool Contributor Jason Hall and IF Host Nick Sciple break down what we know so far and how investors should be reacting and dive into the listener mailbag to give investors a primer on Schedule K-1 taxes and an overview of their favorite Renewable Energy Yieldcos. Stocks Mentioned: BA, LUV, EADSY, BEP, TERP, PEGI, NEP, CWEN, PCG Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/14/2019 • 47 minutes, 7 seconds
Healthcare: An Interview With Brad Loncar, CEO of Loncar Investments, on China’s Biotech Revolution
In this week’s episode of Industry Focus: Healthcare, Shannon Jones and special guest Simon Erickson, sit down with Brad Loncar, CEO of Loncar Investments, to discuss China’s biotech revolution. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/13/2019 • 31 minutes, 57 seconds
CG: Papa John, JAB, and the Future of Retail
On this week’s Industry Focus Consumer Goods, Motley Fool Contributor Dan Kline and host Nick Sciple break down some of the latest news in the CG space. “Papa” John Schnatter has reached an agreement with his namesake company to retract his lawsuit with the company and step down from its board. What does this mean for the company’s future? JAB Holdings is considering spinning off its coffee and retail brands. Should investors be paying attention? Finally, Dan discusses some of the latest retail technology he learned about last week at ShopTalk in Vegas. We hope you’ll enjoy their conversation. Stocks Mentioned: PZZA, DPZ, KDP, SBUX, AMZN, WMT, TGT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/12/2019 • 31 minutes, 40 seconds
Financials: Getting to Know Boston Omaha and Three Key Trends in Retail and Payments
In this week’s Industry Focus: Financials, host Jason Moser sits down with The Motley Fool’s own senior analyst Buck Hartzell to talk about Boston Omaha Corporation (NASDAQ: BOMN), an up-and-coming financial stock that’s been getting lots of attention. Then, Fool.com contributor Matt Frankel, CFP discusses some of the main themes at this year’s ShopTalk conference in Las Vegas. And, Moser and Frankel discuss a couple of stocks on their radar and The Motley Fool’s new real estate investing website. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/11/2019 • 28 minutes, 2 seconds
Tech: Lyft Deep Dive
We finally have financials from ride-hailing company Lyft! On today's show we run through how the company makes money, the core business metrics investors need to know about, and the big risks facing the business. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Hello Monday from LinkedIn - https://itunes.apple.com/us/podcast/hello-monday/id1121084031?mt=2
3/8/2019 • 24 minutes, 19 seconds
Energy: Tesla: We’ve Got a Lot to Talk About
[WARNING: This Episode is Long] In recent weeks, Tesla has released a flood of news onto the public markets, from confusion surrounding deliveries in Europe and Asia, departures of multiple C-level executives, contempt charges against Elon Musk by the SEC, price cuts across its entire lineup of vehicles, eliminating the vast majority of its retail presence, and an upcoming announcement of the Model Y-- and that’s the short list. Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss these stories and more in a comprehensive look at the challenges facing Tesla today. Listening Guide First ~30 minutes -- $35k Model 3 + Store Closure Announcements + Model Y Middle ~30 minutes -- Import issues in Asia/Europe + Elon’s Contempt of Court Final ~30 minutes -- Consumer Reports Removes Model 3 Rec + Changes to Autopilot Marketing Stocks Mentioned: TSLA Stories Mentioned: Will the Feds Tell Tesla to Fire Elon Musk Over Tweets? Tesla customers describe maddening problems with returns and refunds Tesla doesn’t know where it will build the Model Y as it rolls out more layoffs and cost cuts Former Tesla Workers Paint Grim Picture of Buffalo Plant Elon Musk Should Be Enabled to Step Back From Tesla, Investor Says Tesla ends contract to prepare Model 3 for delivery in Europe a week after first ship NHTSA's Autopilot Claim That Tesla Touted Disputed in New Study Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/7/2019 • 1 hour, 21 minutes, 14 seconds
Healthcare: Gene Therapy Deals -- What Company Could Be Next?
Here's why Roche's acquisition of gene therapy pioneer Spark Therapeutics and Biogen's acquisition of gene therapy upstart Nightstar Therapeutics could put Regenxbio in play. RHHBY, ONCE, BIIB, NITE, RGNX Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/6/2019 • 26 minutes, 1 second
CG: Breaking Up Is Hard To Do
Gap is breaking up with…itself? And why is Levi Strauss giving it another go as a publicly traded company? On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma give listeners the must-know details about these stories, and also offer up a couple of stocks they’re watching in the coming week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/5/2019 • 32 minutes, 42 seconds
Financials: A Trio of Fintech Earnings and Competition in Payment Processing
Here's the latest from around the financial sector that investors need to know. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss earnings from Green Dot (NASDAQ: GDOT), Mercadolibre (NASDAQ: MELI), and Square (NYSE: SQ). Plus, hear why Kroger (NYSE: KR) is no longer accepting Visa (NYSE:V) credit cards in some company-owned stores. All this and more on this week's info-packed episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/4/2019 • 23 minutes, 9 seconds
Tech: International Stocks Steal the Show
iQiyi and MercadoLibre put up some monster earnings results to end 2018 -- we break down the numbers, and why both businesses still have plenty of growth ahead of them. Stocks: IQ, MELI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
3/1/2019 • 31 minutes, 44 seconds
Energy: X(PO) Gonna Give It To Ya
XPO Logistics is one of the largest freight and logistics providers in the world. Following steady growth over the last 5 years, shares are down more than 50% from their October highs. Bill Barker, a portfolio manager a MFAM Funds, joins Industry Focus Host Nick Sciple to shed light on the company’s history, recent performance, and prospects for the future. Stocks Mentioned: XPO, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/28/2019 • 26 minutes, 29 seconds
Healthcare: An Interview With Alexandria Real Estate Equities Executive Chairman Joel Marcus
Marcus explains why America's most innovative life sciences companies call Alexandria's buildings home, how the biotechnology business is evolving, and what could be in store for his company next. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Airbnb for supporting MarketFoolery. Go to airbnb.com/fool and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
2/27/2019 • 27 minutes, 44 seconds
Consumer Goods: Stamps.com Changes Course and CVS Doubles Down On Health
Stamps.com (NASDAQ: STMP) shocked the investing world when it said that it would be dropping its relationship with the United States Postal Service. That’s part of a major shift in the company’s business model and Industry Focus: Consumer Goods host Shannon Jones and Fool.com contributor Dan Kline break down what this news means for investors. Later in the show they talk about CVS (NYSE: CVS) another company that’s shifting its business model. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/26/2019 • 23 minutes, 42 seconds
Financials: Apple’s Upcoming Credit Card and a Major Fintech Acquisition
Apple (NASDAQ: AAPL) and Goldman Sachs (NYSE: GS) are teaming up to offer a new credit card product, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know so far. Plus, one of Moser’s favorite fintech stocks is being acquired at a hefty premium – should investors sell or hang on? As if that weren’t enough, Warren Buffett just released his annual letter to investors, and we’ll discuss the key takeaways. You’ll hear all of this and more in this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Airbnb for supporting Industry Focus. Go to airbnb.com/fool and start hosting you’ll receive a $100 Amazon Gift Card if you generate $500 in booking value by May 30. Terms and conditions apply.
2/25/2019 • 31 minutes, 13 seconds
Tech: Stealth Tech Stocks
What's in a tech stock? Today we explain why three companies that are firmly in other industries -- Domino's, Axon, and Proto Labs -- are really tech companies because of the way they operate. Stocks: DPZ, AAXN, PRLB Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/22/2019 • 16 minutes, 8 seconds
Energy: Welcome to the Brookfield Family (Part 2)
Part Two of our discussion of the Brookfield Asset Management family of companies. On this week’s episode, we take a look at Brookfield Infrastructure Partners and Brookfield Renewable Partners to see what opportunities they provide for investors. Stocks Mentioned: BIP, BEP, TERP, NEE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/21/2019 • 32 minutes, 37 seconds
Healthcare: 3 Medical Device Monopolies
Some medical device companies hold such a strong competitive position in their industry that it isn't a stretch to call them a monopoly. In this week's episode, Motley Fool Contributor Brian Feroldi and Industry Focus host Shannon Jones discuss why Intuitive Surgical, Abiomed, and Novocure are three medical device monopolies hiding in plain sight. Stocks Mentioned: ISRG, ABMD, NVCR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/20/2019 • 22 minutes, 26 seconds
CG: What’s Crackin’ @ Cracker Barrel?
Cracker Barrel Old Country Stores. Is it a restaurant, or is it a store? The Motley Fool’s Asit Sharma and Nick Sciple answer these questions and more in an in-depth discussion on the company and its investment opportunities. Stocks Mentioned: CBRL, DNKN, BH Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/19/2019 • 37 minutes, 47 seconds
Tech: SurveyMonkey Slides, Amazon Gets Mesh
Tech: SurveyMonkey Slides, Amazon Gets Mesh Earnings from SaaS surveying company SurveyMonkey showed strong signs that the company's enterprise efforts are taking off.... but the stock sold off 15%. What gives? We talk about the report and explain why Amazon went out and bought Wifi Mesh company eero. Stocks: SVMK, AMZN
2/15/2019 • 18 minutes, 20 seconds
Energy: Welcome to the Brookfield Family (Part 1)
Brookfield Asset Management is one of the largest asset managers in the world, with over $300 billion in assets under management. In this week’s episode, Motley Fool Contributor Matt Dillalo and Industry Focus host Nick Sciple give an overview of Brookfield Asset Management, as well as its publicly traded subsidiaries. Make sure to tune in next week for part two of our discussion. Stocks Mentioned: BAM, BPY, BPR, BBU Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
2/14/2019 • 34 minutes, 50 seconds
Healthcare: Frustrating Flops, Plus Welcome to the Wrinkle Wars
What Gilead Sciences and Sangamo Therapeutics disappointing data means to investors and why Allergan may face a formidable foe in up-and-comer Evolus. Stocks: GILD, SGMO, AGN, EOLS
2/13/2019 • 25 minutes, 2 seconds
CG: What Toys R Us Taught Us
CG: What Toys R Us Taught Us Reports came out earlier this week that legacy retailer Toys R Us might be trying to stage a second act. We break down what went wrong for the retailer in the past, what to watch for in retail stocks, and one company that seems to have gotten it right. Stocks: TJX, FIVE, LOW, HD To subscribe to TMF's YouTube channel, click here!
2/12/2019 • 25 minutes, 2 seconds
Financials: The Biggest Bank M&A Deal Since The Financial Crisis
In this week’s episode of Industry Focus: Financials, we start with part two of host Jason Moser’s interview with Ameris Bancorp (NYSE: ABCB) CEO Dennis Zember. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into the merger of BB&T (NYSE: BBT) and SunTrust (NYSE: STI), which will create the sixth-largest U.S. bank when it is finalized later this year. Plus, you’ll hear listeners’ emails and Twitter questions and two stocks that are on our radar right now.
2/11/2019 • 34 minutes, 51 seconds
Tech: Discover Weekly - Spotify & Twitter
More big name tech earnings came out this week! On this episode we break down the new metrics Twitter is giving investors (and what they're taking away) and how Spotify managed to eek out its first ever operating profit.
2/8/2019 • 23 minutes, 6 seconds
Energy: Lawyers, Guns, and Cryptocurrency?
Although price volatility has dominated cryptocurrency headlines over the past year, the business and regulatory environment for cryptocurrency and related assets has continued to evolve. To better understand this changing cryptocurrency landscape, Industry Focus Host Nick Sciple sat down with Courtney Rogers Perrin and Joshua Lewis, attorneys practicing in the areas of blockchain, cryptocurrency, and financial technology at the firm of Frost Brown Todd in Nashville, Tennessee. In a wide-ranging discussion, Courtney, Joshua, and Nick examine the evolution of cryptocurrency and blockchain regulations, how governments are treating cryptocurrency in the US and abroad, how those actions might affect cryptocurrency adoption, the future of cryptocurrency, and more. We hope you'll enjoy their conversation
2/7/2019 • 42 minutes, 50 seconds
Healthcare: 4 Disruptive Healthcare Stocks You've Never Heard Of
Why game-changing medicines, a revolutionary new treatment for sleep apnea, and the chance to be the Amazon of genetics make these under-the-radar stocks intriguing up-and-comers. Stocks: NVTA, INSP, ALLO, MYOV
2/6/2019 • 24 minutes, 25 seconds
Consumer Goods: Beyond Meat is Ready for the Spotlight & SiriusXM is Serious About its Growth Plans
Beyond Meat is going public and while the company is pursuing a massive market opportunity it’s worth taking a look under the hood. And SiriusXM is joining forces with Pandora but is this deal going to be more Bababooey or Hit ‘Em With The Hein? On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma give listeners the must-know details about these stories, and also offer up a couple of earnings stories they’re watching in the coming week.
2/5/2019 • 42 minutes, 50 seconds
Financials: An Interview With Ameris Bancorp’s CEO and the War on Cash Rages On
In the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with Ameris Bancorp (NASDAQ: ABCB) CEO Dennis Zember for the first of an in-depth two-part conversation. Then, Moser and Fool.com contributor Matt Frankel, CFP discuss some of the latest efforts to encourage a cashless society, answer a few questions from our Twitter followers, and discuss the stocks they’re keeping their eyes on this week. It’s all on this week’s info-packed episode.
2/4/2019 • 32 minutes, 57 seconds
Tech: Facebook Can't Be Stopped
It doesn't seem to matter what bad news comes Facebook's way, the company just keeps chugging along. Its recent results show that users and revenue keep growing -- we break down earnings and talk about where future growth might come from. Oh, and Apple reported earnings this week too. We chat about their new financial reporting structure and what's going on in its services segment. Stocks: AAPL, FB Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
2/1/2019 • 32 minutes, 22 seconds
Energy: Defense Contractors, Government Shutdowns, and the Pentagon's Shopping List
Motley Fool Contributor Lou Whiteman and IF host Nick Sciple round up all the latest news surrounding the defense industry. With the government shutdown on pause until February 15, defense contractors have had to adjust, and their most recent guidance suggests more uncertainty to come. However, the US military needs significant investment in its nuclear arsenal and missile defense is needed to bring them up to date. We discuss these issues and more on today's episode. Stocks Mentioned:LMT, RTN, GD, NOC, BA, HRS, HII Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/31/2019 • 42 minutes, 12 seconds
Healthcare: 6 Biotech Stocks With Big News Coming
Biotech's biggest stories this year include trial data and FDA decisions for therapies targeting indications with a massive need for new treatment options, including blood disorders, genetic diseases, and Alzheimer's Disease. Here are six stocks that could pop or drop in 2019 based on these fast-approaching catalysts. Stocks: BIIB, BLUE, GBT, AIMT, DBVT, VRTX, SRPT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/30/2019 • 29 minutes, 37 seconds
Consumer Goods: Is Starbucks Ending its Days as a Growth Company?
Starbucks (NASDAQ: SBUX) had a very strong quarter largely because it improved its execution and used its digital tools to drive sales. That’s CEO Kevin Johnson’s doing but the coffee chain boss also has scaled back plans to launch 1,000 Reserve Stores and adding Reserve bars to 20% of stores to a small pilot program. On this episode of Industry Focus: Consumer Goods, host Shannon Jones is joined by Fool.com contributor Daniel Kline to look into the company’s results and its efforts to drive traffic to afternoons and evenings. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/29/2019 • 29 minutes, 23 seconds
Financials: A Big Win for Synchrony and Square’s Ecosystem Gets a Little Stronger
Synchrony Financial (NYSE: SYF) just got a big win, with two lingering issues resolved in the bank’s favor. And, Square (NYSE: SQ) recently rolled out yet another new product designed to strengthen its ecosystem even more. On this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP, give listeners the must-know details about these stories, answer some great listener emails, recap big bank earnings, and more. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/28/2019 • 29 minutes
Tech: The Qualcomm Quagmire
The modem company has been using a "no license, no chips" policy for the longest time to dominate the smartphone supplier market. But with the company battling the FTC, that power dynamic could swiftly change. If Qualcomm is forced to change its business model, how will that affect the company's financials? Stocks: QCOM, AAPL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75.
1/25/2019 • 19 minutes, 53 seconds
Energy: The Future of Batteries
New and exciting trends like renewable energy, electric vehicles, and micromobility all depend on one thing: batteries. As these applications begin to scale, batteries are set to become an ever more important industry. Motley Fool analyst Tim Beyers joins the show to break down the current state of the battery market as well as some of the most interesting stocks available for investors to invest in the battery industry. Stocks Mentioned:TSLA, PCRFY, TM, HMC, GM, ENS, ENPH, BYDDF, BRK-A, BRK-B Stories Mentioned:[insert links to any content discussed specifically on the show: ex. Fool.com articles on the show topic, YouTube videos, outside content that was particularly valuable, etc.] Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75.
1/24/2019 • 54 minutes, 32 seconds
Healthcare: 3 Low-Risk Ways To Invest In Biotech
Investing in the biotech sector is not for the faint of heart. But these 3 investing strategies could help investors generate outsized returns with lower volatility. Stocks: IBB, XBI, IQV, PRAH, SYNH, ICLR, WST, VEEV, RGEN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/23/2019 • 30 minutes, 20 seconds
CG: Will the Disney Magic Return in 2019?
Shares of Disney haven't done much for investors over the past few years. But could that be about to change? The House of Mouse has a bunch of potential blockbusters coming out in 2019 and its Disney+ streaming service should be available soon -- are these catalysts enough to get investors excited about Disney again? Stocks: NFLX, DIS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to Molekule for supporting our channel. Get $75 off your first order at http://www.molekule.com code fool75.
1/22/2019 • 39 minutes, 33 seconds
Financials: Junior Achievement is Shaping Financially Savvy Students for Generations to Come
It’s Martin Luther King Jr. Day which means the markets are off today. It also means that Industry Focus listeners get a very special installment of Between Two Fools for today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/21/2019 • 28 minutes, 56 seconds
Tech: Netflix Earnings & Snap Departures
Netflix's latest earnings release had some awesome subscriber numbers, but investors seemed preoccupied with the company's slight miss on revenue. On today's show we talk about why that's a mistake, and try to sift through all the news about beat up tech stock Snap. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to LinkedIn for supporting Motley Fool. Go to linkedin.com/fool and get $50 off your first job post.
1/18/2019 • 26 minutes, 29 seconds
Energy: What's Up With Autos?
With the North American International Auto Show in full swing, we've seen a flood of news around US automakers. Motley Fool Senior Auto Analyst John Rosevear to break down all the latest news surrounding Ford, GM, and the global auto market. Stocks Mentioned:F, GM, TSLA, VWAGY, HMC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
1/17/2019 • 42 minutes, 14 seconds
Healthcare: The Big News That's Moving Marijuana Stocks Higher
Canopy Growth is the first cannabis company to take advantage of a new path to do business in the U.S. Also, Aurora Cannabis preliminary financials show investors just how significant Canada's recreational market is for the industry, and Cronos Group's recent tie-up with tobacco giant, Altria, puts it in an envy-inspiring position. Stocks: CGC, ACB, CRON, MO, STZ Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/16/2019 • 31 minutes, 55 seconds
CG: Is It Time to Bet on Casino Stocks?
Casinos have attracted activist attention in recent weeks, with Carl Icahn and others taking stakes in major US operators. Motley Fool analysts Asit Sharma and Nick Sciple discuss the latest trends in the casino industry, from sports betting to Las Vegas and Macau, and how they might be affected by expected legislative action. Make sure to listen to the end to hear our picks for the NFL games this weekend! Editor's note: In the podcast episode and accompanying transcript above, our podcast team should have clarified that Caesars Entertainment's CEO Mark Frissora has agreed to remain in his position through the end of April 2019 while the company completes a search for his successor. The agreement can be extended for one month at the company's option. Stocks Mentioned:CZR, MGM, LVS, WYNN, PDPYPY, TSG, SGMS, SJMHF, GXYEF, MLCO Stories Mentioned: Find Asit on Twitter @asitmap to check out his write-up on Caesar's Failed Sale-Leaseback Accounting Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to LinkedIn for supporting Industry Focus. Go to linkedin.com/fooland get $50 off your first job post.
1/15/2019 • 1 hour, 8 minutes, 10 seconds
Financials: Fourth-Quarter Bank Earnings: What We're Watching
It's that time again. The big banks are all set to report their fourth quarter earnings this week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors should be keeping an eye on, whether it's crunch time for Wells Fargo's leadership team, and a legal question about the War on Cash. And, we'll start things off with a very specialBetween Two Fools interview. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/14/2019 • 28 minutes, 5 seconds
Tech: Stocks for a Shaky 2019
We tend to spend a lot of time talking about stocks with big growth stories and rich valuations to match. But with investors increasingly worried about market volatility, today we run through some solid defensive stocks for people looking to limit downside if the stock market turns south. Stocks: VZ, ADBE, MSFT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/11/2019 • 29 minutes, 10 seconds
Energy: Revisiting our 2019 Roundtable and Mailbag
We return to our predictions from last week's episode to assess where we might have gone wrong in October and look forward to things to watch in 2019. Then, we go to the Industry Focus mailbag to answer your questions about renewable energy yieldcos, drones, solar energy, Kinder Morgan, 2019 stock picks, and a little non-stock discussion for those who listen to the end. Stocks Mentioned:TERP, PEGI, NEE, BEP, VWDRY, AVAV, KMI, SPWR Stories Mentioned: Jason's Primer on Solar Energy Investing What is the Duck Curve? Utilities Speeding Up Coal Power Plant Closures (paywall) Saudi Arabia's Latest Oil Production Cuts (paywall) Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to LinkedIn for supporting Industry Focus. Go to linkedin.com/fooland get $50 off your first job post.
1/10/2019 • 40 minutes, 15 seconds
Healthcare: 3 Biggest Stories At #JPM19 This Year
Bristol-Myers Squibb announced a mega-deal for biotech Goliath Celgene and Eli Lilly acquired precision-cancer drug developer Loxo Oncology for $8 billion at this year's J.P. Morgan Healthcare Conference. Also, Sage Therapeutics rolled out impressive data for a postpartum depression drug that caused its shares to skyrocket, too. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/9/2019 • 34 minutes, 2 seconds
CG: These Companies Are Proof Positive That There’s More to Retail Than Just Amazon
Latin American ecommerce leader Mercadolibre continues to prosper and its burgeoning payments business offers investors another way to invest in the global payments space. Meanwhile the long-term tailwinds in home improvement are growing stronger and Home Depot and Lowe’s are poised for success. Host Jason Moser and Fool.com contributor Asit Sharma dive deeper into these topics and also answer a listener email all on this week’s _Industry Focus: Consumer Goods_ show. Stocks: MELI, HD, LOW, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/8/2019 • 32 minutes, 20 seconds
Financials: Square’s New CFO and Our Favorite Investing Books for 2019
Square (NYSE: SQ) recently hired a new CFO, eliminating the uncertainty that had been swirling since Sarah Friar stepped down in late 2018, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP give their takes on the news. Plus, we’ll share our favorite investing books for the new year and discuss a classic portfolio allocation debate. All this and more on this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/8/2019 • 27 minutes, 7 seconds
Tech: One Bad Apple?
Apple has had a rough week: - CEO Tim Cook wrote a letter to shareholders walking back the company's previous quarterly guidance, erasing $7B in expected revenue. - Netflix is making moves to try and claw back some of its subscription revenue from the iTunes store. - iPhone 7 and 8 sales are being blocked in Germany. With shares down big this week, should investors be worried about one of the world's largest tech companies? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/4/2019 • 20 minutes, 25 seconds
Energy Roundtable: Trends to Watch in 2019
Description:Motley Fool contributors Tyler Crowe, Jason Hall, and Matt Dillalo join host Nick Sciple for a roundtable discussion on trends to watch in energy for 2019. They break down whether oil can reach $100 in 2019, midstream players to watch as Permian takeaway constraints subside, opportunities in the liquefied natural gas (LNG), and things to watch in renewable energy in the coming year. This episode was pre-recorded on October 4, 2018. Stocks Mentioned:BIP, BEP, KMI, PAA, OKE, PSXP, COP, RDS-A, RDS-B, TELL, LNG, NEXT, VSLR, RUN, TERP, SPWR Stories Mentioned: Jason's Primer on Solar Energy Investing Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/3/2019 • 30 minutes, 53 seconds
Healthcare: Top Performing Stocks of 2018 -- Can They Continue in 2019?
These healthcare stocks crushed the S&P 500's return last year, but that doesn't necessarily mean they'll be top performers in 2019 too. Stocks: TNDM, AMRN, ABMD, MRK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
1/2/2019 • 30 minutes, 16 seconds
Financials: Our Boldest Predictions for Investors in 2019
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.
12/31/2018 • 29 minutes, 40 seconds
Bonus: 2018 All Hands Roundtable Pt 3
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/28/2018 • 37 minutes, 3 seconds
Bonus: 2018 All Hands Roundtable Pt 2
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/27/2018 • 37 minutes, 18 seconds
Bonus: 2018 All Hands Roundtable Pt 1
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/26/2018 • 32 minutes, 11 seconds
Tech: What's Got Video Game Stocks Down?
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/21/2018 • 25 minutes, 2 seconds
Energy: (Almost) Everything You Need to Know About Investing in Solar Energy
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? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/20/2018 • 1 hour, 23 seconds
Healthcare: China’s Biotech Revolution
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/19/2018 • 36 minutes, 3 seconds
CG: Will Tariffs Kill iRobot’s Momentum in 2019?
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/18/2018 • 22 minutes, 7 seconds
Financials: Robinhood’s New Bank Accounts, Retirement Security, and a Fintech Insider Gives His Insight
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/17/2018 • 41 minutes, 38 seconds
Tech: Hot Holiday Gifts... and Stocks?
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/14/2018 • 25 minutes, 7 seconds
Energy: Logistics Redux
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/13/2018 • 31 minutes, 48 seconds
Healthcare: Top 10 Stories of 2018
New drugs, trial failures, M&A, and a little bit of everything else that happened in healthcare in 2018! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/12/2018 • 39 minutes, 13 seconds
CG: Are Coffee and Soda the Right Pairing for Keurig Dr. Pepper?
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to Slack for supporting The Motley Fool. Slack: where work happens. Go to slack.com to learn more.
12/11/2018 • 22 minutes, 32 seconds
Financials: The Volatile Stock Market and a new Approach at Teaching Students to Invest
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/10/2018 • 38 minutes, 38 seconds
Tech: Lyft IPO and IDC Data
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/7/2018 • 28 minutes, 34 seconds
Energy: An Introduction to Micromobility
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to Grammarly for supporting Motley Fool. For 20% off a Grammarly premium account, go to http://Grammarly.com/fool.
12/6/2018 • 40 minutes, 16 seconds
Healthcare: 3 Top #ASH18 Updates
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/5/2018 • 27 minutes, 51 seconds
CG: Revisiting the “Death of Cable”
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). Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/4/2018 • 29 minutes, 38 seconds
Financials: Another Data Breach, the Dark Side of Cryptocurrencies, and One Big Retirement Mistake
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. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com
12/3/2018 • 28 minutes, 46 seconds
Tech: Microsoft vs. Apple
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Slack: Where work happens. Go to slack.com to learn more.
11/30/2018 • 19 minutes, 27 seconds
Energy: Are Solar Panels a Good Investment?
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Go to Harrys.com/fool to redeem your offer and let them know I sent you to help support the show!
11/29/2018 • 23 minutes, 31 seconds
Healthcare: Beaten Up Bargains to Buy
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 Check out more of our content here: TMF's podcast portal YouTube Twitter LinkedIn Or, reach us by email @ IndustryFocus@fool.com
11/28/2018 • 35 minutes, 48 seconds
CG: Keeping It Cool With Yeti
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 Check out more of our content here: TMF's podcast portal YouTube Twitter LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to Slack for supporting The Motley Fool. Slack: where work happens. Go to slack.com to learn more.
11/27/2018 • 29 minutes, 15 seconds
Financials: Small-Cap Banks, Amazon Pay, and More
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. Check out more of our content here: TMF's podcast portal YouTube Twitter LinkedIn Or, reach us by email @ IndustryFocus@fool.com
11/26/2018 • 36 minutes, 10 seconds
Bonus: "Make the Best Decisions You Can and Love People Well"
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/ Check out more of our content here: TMF's podcast portal YouTube Twitter LinkedIn Or, reach us by email @ IndustryFocus@fool.com
11/23/2018 • 39 minutes, 42 seconds
CG: Carvana -- 5 Years of Triple-Digit Growth and Counting
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 Check out more of our content here: TMF's podcast portal YouTube Twitter LinkedIn Or, reach us by email @ IndustryFocus@fool.com
11/20/2018 • 29 minutes, 10 seconds
Financials: Real Estate, Buffett’s Bank Stock Buying Spree, and An Update on the War on Cash Basket
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. Check out more of our content here: TMF's podcast portal YouTube Twitter LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to Molekule for supporting our channel. Get $75 off your first order at molekule.com code fool.
11/19/2018 • 37 minutes, 9 seconds
Tech: Is Docusign a Buy?
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Or, reach us by email @ IndustryFocus@fool.com Thanks Netsuite. Get the FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/Fool.
11/16/2018 • 27 minutes, 7 seconds
Energy: Floating the Midstream
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Or, reach us by email @ IndustryFocus@fool.com
11/15/2018 • 32 minutes, 47 seconds
Healthcare: Let's Talk Telemedicine!
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 Check out more of our content here: TMF's podcast portal YouTube Twitter Or, reach us by email @ IndustryFocus@fool.com
11/14/2018 • 39 minutes, 26 seconds
CG: Feeling Panicked? Try Out These Consumer Staples
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.
11/13/2018 • 32 minutes, 17 seconds
Financials: Cryptocurrencies, Square Earnings, and The Motley Fool’s New Personal Finance Brand
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.
11/12/2018 • 35 minutes, 9 seconds
Tech: Chinese Stocks Are Down Big, Are Any of Them Buys?
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
11/9/2018 • 28 minutes, 31 seconds
Energy: Space... The Final Frontier
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
11/8/2018 • 22 minutes, 56 seconds
Healthcare: Alkermes Super-Bad Day, and Illumina's Surprising M&A News
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
11/7/2018 • 26 minutes, 35 seconds
CG: Going LOCO with Under Armour and Starbucks
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”.
11/6/2018 • 29 minutes, 18 seconds
Financials: Earnings, Wage Growth, IRA Changes, and More
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.
11/5/2018 • 29 minutes, 24 seconds
Tech: Apple, Fitbit, Spotify, Oh My!
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
11/2/2018 • 20 minutes, 42 seconds
Energy: Are These Stocks Tricks or Treats?
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.
11/1/2018 • 29 minutes, 36 seconds
Healthcare: Scary Markets, Frightening Stocks, And How To Keep from Panicking
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.
10/31/2018 • 32 minutes, 54 seconds
CG: GrubHub Falls Victim to October Sell-Off
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.
10/30/2018 • 30 minutes, 51 seconds
Financials: Big News From The Money 20/20 Conference
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.
10/29/2018 • 32 minutes, 8 seconds
Tech: What's UpWork?
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
10/26/2018 • 26 minutes, 12 seconds
Energy: Release the Bakken
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
10/25/2018 • 21 minutes, 25 seconds
Healthcare: Silicon Valley's Big Bet in Healthcare
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
10/25/2018 • 31 minutes, 39 seconds
CG: Will Sears Holdings Survive 2018?
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.
10/23/2018 • 28 minutes, 28 seconds
Financials: This Week's Bank Earnings: What Investors Need to Know
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.
10/22/2018 • 27 minutes, 12 seconds
Tech: Snap Wants to Be Profitable, Zuckerberg Wants to Stay Chairman
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.
10/19/2018 • 25 minutes, 10 seconds
Energy: America Needs Truckers
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
10/18/2018 • 27 minutes, 17 seconds
HL: Healthcare: Earnings Season Starts With a Bang!
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
10/17/2018 • 32 minutes, 18 seconds
CG: How Nintendo Is Switch-ing It Up in 2018
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.
10/16/2018 • 30 minutes
Financials: Third-Quarter Bank Earnings, Subprime Mortgages, and The War on Cash Continues
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.
10/15/2018 • 30 minutes, 25 seconds
Tech: Tencent Music's $25B IPO
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 Thanks to LinkedIn for supporting Motley Fool. Go to https://www.linkedin.com/fool and get a $50 off your first job post.
10/12/2018 • 17 minutes, 28 seconds
Energy: The Tesla Fatigue Podcast
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
10/11/2018 • 34 minutes, 50 seconds
Healthcare: Marijuana Market Roundtable -- What It Is, How Big Could It Be, And Top Stocks To Buy Now
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.
10/10/2018 • 33 minutes, 12 seconds
CG: Surprise, Surprise, Target Defies Expectations in 2018
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.
10/9/2018 • 28 minutes, 14 seconds
Financials: Rising Rates, Bank De-Regulation, and More: This Week In The Financial Sector
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.
10/8/2018 • 32 minutes, 13 seconds
Tech: Surveying SurveyMonkey
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.
10/5/2018 • 16 minutes, 14 seconds
Energy: Are Offshore Drillers Poised for a Turnaround?
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
10/4/2018 • 34 minutes, 16 seconds
Healthcare: Are These Beaten-Down Clinical-Stage Biotechs Buys?
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
10/3/2018 • 31 minutes, 1 second
CG: Are Sonos Investors Already in Trouble?
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.
10/2/2018 • 27 minutes, 53 seconds
Financials: This Week's Top News From the Financial Sector
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.
10/1/2018 • 34 minutes, 4 seconds
Tech: Sirius and Pandora Finally Get Together
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
9/28/2018 • 21 minutes, 32 seconds
Energy: A Tariffs Overview
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,
9/27/2018 • 26 minutes, 28 seconds
Healthcare: 2 Hot Biotech Stocks On Our Radar
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.
9/26/2018 • 35 minutes, 15 seconds
CG: A Progress Report for Hudson, GoPro, and P&G
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!
9/25/2018 • 35 minutes, 12 seconds
Financials: The Future of Banking: The Trends Investors Need to Know
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.
9/24/2018 • 34 minutes, 4 seconds
Healthcare: After Torching Shorts This Week, Is Tilray a Buy, Hold, or Sell?
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?
9/22/2018 • 22 minutes, 46 seconds
Tech: The New Device Bonanza
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.
9/21/2018 • 29 minutes, 35 seconds
Energy: A Turning Point for Oil Servicers?
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
9/20/2018 • 32 minutes, 19 seconds
Healthcare: How Biopharmas Battle for Billions
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.
9/19/2018 • 27 minutes, 29 seconds
CG: Box Offices Chase the Subscription Business Model
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”.
9/18/2018 • 30 minutes, 8 seconds
Financials: Hurricane Florence: What Investors Need to Know
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.
9/17/2018 • 20 minutes, 18 seconds
Tech: Sector Shake-up
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
9/14/2018 • 13 minutes, 52 seconds
Energy: Breaking Down the Frack Sand Industry
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
9/13/2018 • 39 minutes, 43 seconds
Healthcare: What I've Learned About Investing in Stocks
In her swan song episode, Kristine shares lessons she's learned about investing while hosting the healthcare show. VEEV ISRG ILMN TDOC
9/12/2018 • 24 minutes, 41 seconds
CG: The Undisputed King of Live Entertainment
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
9/11/2018 • 24 minutes, 22 seconds
Financials: The 3 Best-Performing Financials Stocks of 2018 (So Far)
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.
9/10/2018 • 24 minutes, 24 seconds
Tech: Semiconductor Stocks
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
9/7/2018 • 16 minutes, 2 seconds
Energy: How to Invest in the Home Sector
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
9/6/2018 • 35 minutes, 26 seconds
Healthcare: MannKind's Back from the Brink
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
9/5/2018 • 27 minutes, 32 seconds
CG: Coca-Cola Wants a Piece of This $570 Billion Market
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.
9/4/2018 • 25 minutes, 42 seconds
Financials: Venmo, Zelle, and Square Cash: How They Work and How They Make Money
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.
9/3/2018 • 26 minutes, 48 seconds
Tech: Amazon's Next Big Moneymaker
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.
8/31/2018 • 21 minutes, 34 seconds
Energy: Tesla's Rollercoaster Ride
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)
8/30/2018 • 23 minutes, 8 seconds
HL: Healthcare: Time to Buy 3D Printing Stocks Again?
Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?
8/29/2018 • 19 minutes, 44 seconds
CG: Eventbrite Will Be the Next Unicorn IPO of 2018
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
8/28/2018 • 26 minutes, 1 second
Financials: 5 of the Most Pervasive Money Myths – Debunked!
We're revisiting common money myths involving topics ranging from investing in stocks to using credit cards.
8/27/2018 • 22 minutes, 37 seconds
Tech: Casey at the BAT
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!
8/24/2018 • 18 minutes, 26 seconds
Energy: What's the Story on Ford's 6% Dividend?
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
8/23/2018 • 27 minutes, 1 second
Healthcare: 3 Hidden Gems
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).
8/22/2018 • 25 minutes, 27 seconds
CG: 2 Restaurant Chains Up for Grabs
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
8/21/2018 • 26 minutes, 44 seconds
Financials: What Warren Buffett is Buying and One Proposed Corporate Rule Change You Need to Know
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)
8/20/2018 • 28 minutes, 34 seconds
Tech: How to Spot a Scam
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.
8/17/2018 • 20 minutes, 12 seconds
Energy: Our Favorite Defense Stock Coming off Q2 Earnings
We discuss the current state of defense spending and earnings for the big four defense contractors. Stocks discussed: LMT, RTN, GD, NOC
8/16/2018 • 23 minutes, 47 seconds
Healthcare: 3 Tough Luck Tumbles – Are They Buys?
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
8/15/2018 • 25 minutes, 27 seconds
CG: Roller Coasters and Cotton Candy as Investments?
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.
8/14/2018 • 32 minutes, 27 seconds
Financials: Shorting, Inverse ETFs, and Leveraged ETFs – Should They Be a Part of Your Strategy?
Is betting against stocks or the entire market ever a smart idea?
8/13/2018 • 21 minutes, 38 seconds
Tech: Roku and Snap, Good and Bad
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.
8/10/2018 • 20 minutes, 37 seconds
Energy: 5 Midstream Companies Report Earnings: Which Is Our Favorite?
Listen in as we discuss five midstreamers and the broad trends across energy as we continue our earnings series.
8/9/2018 • 26 minutes, 16 seconds
Healthcare: Carl Icahn Fires a Shot at Cigna and Express Scripts’ Planned Tie-Up
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.
8/8/2018 • 26 minutes, 3 seconds
CG: Is Wayfair “Amazon-proof”?
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”.
8/7/2018 • 27 minutes, 44 seconds
Financials: Berkshire Hathaway’s Earnings and Massive Cash Hoard
The conglomerate had an excellent second quarter, but its cash problem continues.
8/6/2018 • 21 minutes, 11 seconds
Tech: $1 Trillion Reasons Why
Apple finally hits the market cap milestone. We talk about the Mac maker's earnings results and the quarterly update from wearables foe Fitbit.
8/3/2018 • 25 minutes, 9 seconds
Energy: Oil Supermajor Earnings
Listen in to hear us discuss Exxon, BP, Shell, and Chevron's earnings -- and our favorite stock among the four!
8/2/2018 • 27 minutes, 20 seconds
Healthcare: Marijuana’s Past, Present, and Future
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.
8/1/2018 • 30 minutes, 27 seconds
CG: Media Stocks in the Spotlight
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
7/31/2018 • 23 minutes, 22 seconds
Financials: Visa vs. Mastercard: Which is the Better Buy Now?
Both payment processors have grown tremendously, but which is the best to invest in now?
7/30/2018 • 23 minutes, 15 seconds
Technology: Spotify & Facebook's Historic Drop
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.
7/27/2018 • 24 minutes, 14 seconds
Energy: Defense Sector Investing 101
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).
7/26/2018 • 19 minutes, 11 seconds
Healthcare: Eli Lilly’s Big Announcement, Plus GlaxoSmithKline Cozies Up to 23andMe
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.
7/25/2018 • 21 minutes, 41 seconds
CG: Does BJ’s Have What It Takes to Compete With Costco?
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
7/24/2018 • 29 minutes, 53 seconds
Financials: Strong 2Q Earnings From Two Leading Investment Banks
Goldman Sachs and Morgan Stanley both had excellent growth in the second quarter.
7/23/2018 • 25 minutes, 46 seconds
Tech: Salute Your Shorts
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.
7/20/2018 • 19 minutes, 4 seconds
Energy: This Specialty Glass Maker Has a Sparkling Future
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).
7/19/2018 • 24 minutes, 4 seconds
Healthcare: A Brewing Battleground in Epilepsy
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.
7/18/2018 • 20 minutes, 3 seconds
CG: Is Best Buy a Value Play?
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”.
7/17/2018 • 25 minutes, 37 seconds
Financials: Big Bank Earnings Recap – Winners and Losers
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.
7/16/2018 • 24 minutes, 35 seconds
Tech: Wow me, Xiaomi
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.
7/13/2018 • 20 minutes, 10 seconds
Energy: Renewables Roundup and a Rundown on MLPs and C-Corps
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.
7/12/2018 • 25 minutes, 39 seconds
Healthcare: Are We on the Cusp of a Big Alzheimer's Disease Breakthrough?
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
7/11/2018 • 23 minutes, 38 seconds
CG: Want to Invest in Smart Speakers? Say Hello to Sonos
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?
7/10/2018 • 28 minutes, 3 seconds
Financials: The Big Four U.S. Banks – What Investors Need to Know
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.
7/9/2018 • 29 minutes, 46 seconds
Tech: Getting SaaSy
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
7/6/2018 • 27 minutes, 54 seconds
Energy: A News Roundup and Final Hurrah!
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.
7/5/2018 • 25 minutes, 52 seconds
Financials: The 2018 Bank Stress Tests: What Investors Need to Know
Now that both rounds of the bank stress tests are over, let’s see what we learned.
7/2/2018 • 17 minutes, 8 seconds
Tech: How Tech Took Over
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.
6/29/2018 • 33 minutes, 23 seconds
Energy: Oil and Gas -- Past, Present, and Future
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.
6/28/2018 • 19 minutes, 35 seconds
Healthcare: Past, Present, and Future Trends
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
6/27/2018 • 27 minutes, 52 seconds
CG: Trends and Predictions for the Next 25 Years
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”.
6/26/2018 • 28 minutes, 1 second
Financials: The Banking Industry: Past and Future
Here’s what has changed in banking over the past 25 years and what we think is in store for the next 25.
6/25/2018 • 28 minutes, 40 seconds
Tech: No Arigato, Domo
Data analytics company Domo has plans to go public, but should investors want a piece of this former unicorn?
6/22/2018 • 17 minutes, 50 seconds
Energy: Listener Mailbag – Permian Basin, Midstream Stocks, and OPEC+
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.
6/21/2018 • 21 minutes, 53 seconds
Healthcare: Biotech Stock Pops and Drops This Week
Big news sent Foundation Medicine and Sarepta Therapeutics soaring this week. Meanwhile, PTC Therapeutics investors endured a roller coaster ride. Stocks: FMI, SRPT, PTCT
6/20/2018 • 25 minutes, 34 seconds
CG: Travel This Summer With TripAdvisor and Booking Holdings
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
6/19/2018 • 25 minutes, 44 seconds
Financials: White Mountains Insurance – A Baby-Berkshire or Something Else?
On the surface, White Mountains Insurance’s business model may look a lot like the Oracle of Omaha’s playbook.
6/18/2018 • 29 minutes
Tech: AT&T Gets the Green Light
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.
6/15/2018 • 22 minutes, 44 seconds
Energy: Infrastructure Projects Are Breaking Ground Despite Spending Bill Slowdown
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).
6/14/2018 • 27 minutes, 49 seconds
Healthcare: Should You Buy Celgene Corp?
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
6/13/2018 • 27 minutes, 36 seconds
CG: Department Stores Rising From the Ashes?
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”.
6/12/2018 • 37 minutes, 40 seconds
Financials: June 2018 Financials News Roundup
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.
6/11/2018 • 22 minutes, 25 seconds
Tech: More Stocks For Your Watchlist
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)
6/8/2018 • 25 minutes, 26 seconds
Energy: On Sale for $3.5 Billion -- The Trans Mountain Pipeline
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.
6/7/2018 • 24 minutes, 42 seconds
Healthcare: Should You Stick With Gilead Sciences?
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
6/6/2018 • 25 minutes, 14 seconds
CG: The IPO Class of 2017 . . . Where Are They Now?
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.
6/5/2018 • 32 minutes, 13 seconds
Financials: 3 REITs You May Not Have Heard Of
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.
6/4/2018 • 27 minutes, 41 seconds
Tech: Over OLED?
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
6/1/2018 • 12 minutes, 56 seconds
Energy: Is There Light at the End of the Tunnel for GE?
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.
5/31/2018 • 26 minutes, 1 second
Healthcare: The One Big Thing to Watch at ASCO 2018 Next Week
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)
5/30/2018 • 20 minutes, 21 seconds
CG: Can Lowe’s Play Catch-up Under New Leadership?
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
5/29/2018 • 30 minutes, 53 seconds
Tech: PayPal Goes Shopping, and the Competition Heats Up
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
5/25/2018 • 19 minutes, 43 seconds
Energy: What’s the Buzz About Drones?
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.
5/24/2018 • 23 minutes, 50 seconds
Healthcare: Top MedTech Stocks in Diabetes
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).
5/23/2018 • 25 minutes, 3 seconds
CG: Major Esports Leagues Make Their Debut in 2018
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
5/22/2018 • 28 minutes, 12 seconds
Financials: 3 Top Stocks to Invest In the War On Cash
Cash is being used less and less, and these three companies could be big winners.
5/21/2018 • 21 minutes, 56 seconds
Tech: Two All-in-One Tech Companies
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.
5/18/2018 • 32 minutes, 38 seconds
Energy: International Adventures in Energy and Industrials
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.
5/17/2018 • 31 minutes, 29 seconds
Healthcare: Don’t Ignore European Stocks!
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.
5/16/2018 • 27 minutes, 29 seconds
CG: India Becomes the Next Battleground for 3 Retail Giants
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.
5/15/2018 • 35 minutes, 33 seconds
Financials: How to Get International Exposure Without Buying Foreign Stocks
You should definitely have some international exposure in your portfolio, but you don't need to buy foreign stocks to get it.
5/14/2018 • 26 minutes, 42 seconds
Tech: The Netflix of China?
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?
5/11/2018 • 26 minutes, 24 seconds
Energy: Are Ford's Sedans Going the Way of the Horse and Buggy?
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.
5/10/2018 • 29 minutes, 8 seconds
Healthcare: Will Athenahealth Be the Next Big Healthcare Deal?
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.
5/9/2018 • 21 minutes, 35 seconds
CG: Are Competitive Moats Obsolete?
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.
5/8/2018 • 24 minutes, 31 seconds
Financials: Berkshire Hathaway’s Annual Meeting: What You Need to Know
Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.
5/7/2018 • 24 minutes, 40 seconds
Tech: SnApple - The Best Stuff on Earth?
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.
5/4/2018 • 28 minutes, 11 seconds
Energy: 3 Homebuilder Stocks to Give Your Portfolio Good Foundations
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.
5/3/2018 • 23 minutes, 2 seconds
Healthcare: Here’s What You Should Know About Mutual Funds, Index Funds, and ETFs
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
5/2/2018 • 29 minutes, 10 seconds
CG: Finally! Sprint and T-Mobile Announce $26 Billion Deal
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.
5/1/2018 • 31 minutes, 47 seconds
Financials: Yield Traps: When Dividends Sound Too Good To Be True
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.
4/30/2018 • 26 minutes, 22 seconds
Tech: Facebook is Back on Track
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.
4/27/2018 • 24 minutes, 26 seconds
Energy: Can Alaska Air Group Rebound From Its Fall From Grace
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?
4/26/2018 • 22 minutes, 19 seconds
Healthcare: GW Pharma Poised for First FDA Marijuana Approval
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.
4/25/2018 • 17 minutes, 36 seconds
CG: Expand Your Investing Universe With Stock Screeners
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!
4/24/2018 • 35 minutes, 44 seconds
Financials: A Trio of Financial Sector Headlines
Here’s a roundup of the past week’s news from Wells Fargo, Goldman Sachs, Morgan Stanley, and SunTrust.
4/23/2018 • 23 minutes, 35 seconds
Tech: 3 Small Tech Stocks To Watch
Looking for some new stocks for your watch list? We talk about why we're excited about Paylocity, Hubspot, and AppFolio.
4/23/2018 • 20 minutes, 11 seconds
Energy: Will China’s Intelligent Highway Pave the Way to the Future
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.
4/19/2018 • 20 minutes, 42 seconds
Healthcare: A Surprising Reversal for Alkermes, Celldex's Super Bad News, and J&J's Q1 in Review
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.
4/18/2018 • 26 minutes, 7 seconds
CG: Dissecting a “Weak” Year for Ulta Beauty
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.
4/17/2018 • 20 minutes, 44 seconds
Financials: Breaking Down Big Bank Earnings
Now that the “big four” U.S. banks have reported earnings, let’s take a look to see what investors need to know.
4/16/2018 • 19 minutes, 39 seconds
Tech: What Would You Pay for Facebook?
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.
4/13/2018 • 16 minutes, 42 seconds
Energy: Two Tumultuous Stocks – Are They Still Buys?
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.
4/12/2018 • 28 minutes, 37 seconds
Healthcare: What Was Biogen Thinking?
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.
4/11/2018 • 27 minutes, 50 seconds
CG: Estee Lauder Stock Surges on the Back of Prestige Branding
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.
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.
4/9/2018 • 18 minutes, 8 seconds
Tech: Spotify's Hot Start
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.
4/6/2018 • 20 minutes, 47 seconds
Energy: Saudi Arabia Is Holding the World’s Biggest Solar Party
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).
4/5/2018 • 27 minutes, 23 seconds
Healthcare: Will Shire Be Bought Out? Plus, Alkermes Suffers a Setback
Takeda may buy Shire, but it might prove costly. Also, the FDA slaps Alkermes with a dreaded Refusal to File letter.
4/4/2018 • 20 minutes, 50 seconds
CG: ADT Suffers a Rocky Start to 2018
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?
4/3/2018 • 24 minutes, 26 seconds
Financials: 5 Ways Banks Are Being Disrupted
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.
4/2/2018 • 20 minutes, 7 seconds
Bonus: The Sword in the Bun
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.
3/31/2018 • 24 minutes, 58 seconds
Energy: Is This The Best E&P Stock To Buy Now?
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.
3/29/2018 • 27 minutes, 31 seconds
Healthcare: Geron Corp. Skyrocketed and AbbVie Inc. Crashed -- Are These Stocks Buys?
Geron’s future hinges on an uncertainty and AbbVie’s shares are teetering following some disappointing news. Should these stocks be in your portfolio?
3/28/2018 • 22 minutes, 45 seconds
CG: What Role Has Private Equity Played in the Retail “Apocalypse”?
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.
3/27/2018 • 22 minutes, 46 seconds
Financials: Here’s What Investors Need to Know About the March Fed Meeting
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.
3/26/2018 • 21 minutes, 15 seconds
Tech: Time to De-Friend Facebook?
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
3/23/2018 • 28 minutes, 23 seconds
Energy: Steel Tariffs Cause Outcry But What Would Tariffs Really Achieve?
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.
3/22/2018 • 21 minutes, 40 seconds
Healthcare: Windfalls and Snowfalls
Rain, sleet, and snow can't stop us from covering Arena Pharmaceuticals' slam dunk data.
3/21/2018 • 8 minutes, 11 seconds
CG: Why Hudson Shines in Brick-and-Mortar Retail
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
3/20/2018 • 19 minutes, 56 seconds
Financials: The Senate’s Banking Reform Bill – Here’s What Investors Need to Know
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.
3/19/2018 • 22 minutes, 4 seconds
Tech: Voice, Mobile, and the Rise of China
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.
3/16/2018 • 16 minutes, 20 seconds
Energy: CASE-ing the Future of Mobility
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.
3/15/2018 • 20 minutes, 14 seconds
Healthcare: Silicon Valley Wants to Disrupt Your Genes
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.
3/14/2018 • 21 minutes, 45 seconds
CG: The Future of Retail With Scott Lachut
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.
3/13/2018 • 32 minutes, 5 seconds
Financials: The Chickens*** Club
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."
3/12/2018 • 21 minutes, 43 seconds
Tech: What Are Spotify’s Prospects?
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.
3/9/2018 • 24 minutes, 3 seconds
Energy: Peak Oil? Not Yet, Says IEA
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!
3/8/2018 • 26 minutes, 46 seconds
Healthcare: How Biopharmas Battle for Billions
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.
3/7/2018 • 25 minutes
CG: A Mid-Cap Stock Medley With POOL and SPB
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.
3/6/2018 • 32 minutes, 34 seconds
Financials: Investing in Foreign Banks: What You Need to Know
There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.
3/5/2018 • 13 minutes, 38 seconds
Tech: Dropbox, Hot Stock?
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
3/2/2018 • 25 minutes, 10 seconds
Energy: Can We Really Expect $1.5 Trillion in Infrastructure Spending?
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.
3/1/2018 • 24 minutes, 49 seconds
Healthcare: Apple's Cure for Soaring Costs? Tech-Savvy Healthcare Clinics
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.
2/28/2018 • 20 minutes, 21 seconds
CG: General Mills Spends $8 Billion on Its Latest Brand Addition
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?
2/27/2018 • 24 minutes, 5 seconds
Financials: Warren Buffett’s 2017 Shareholder Letter
Financials takes a look into the latest letter The Oracle of Omaha wrote for Berkshire Hathaway’s shareholders.
2/26/2018 • 24 minutes, 55 seconds
Tech: So What'd I Miss?
February was a busy month for tech earnings -- today we backtrack to look at results and news for Snap and Twitter.
2/23/2018 • 25 minutes, 28 seconds
Energy: The Tesla Paradox Record Revenue and Widest Loss
We grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.
2/22/2018 • 26 minutes, 7 seconds
Healthcare: Warren Buffett’s Surprising New Buy
Despite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?
2/21/2018 • 26 minutes, 14 seconds
CG: Investing on the High Seas With Cruise Stocks
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.
2/20/2018 • 30 minutes, 19 seconds
Tech: Delisting Specifics
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!
2/16/2018 • 17 minutes, 37 seconds
Energy: Big Oil Earnings – The Good, the Bad, and the Ugly
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.
2/15/2018 • 17 minutes, 48 seconds
Healthcare: Our Gold Medal Winners
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.
2/14/2018 • 21 minutes, 55 seconds
CG: What Will Retailers Do With Billions in Corporate Tax Savings?
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.
2/13/2018 • 27 minutes, 35 seconds
Financials: Wells Fargo, U.S. Bank, And A Look at Commercial Banking
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.
2/12/2018 • 23 minutes, 57 seconds
Tech: The In(dex) Crowd
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.
2/9/2018 • 18 minutes, 49 seconds
Energy: Competition Between Boeing and Airbus Heats Up
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.
2/8/2018 • 22 minutes, 1 second
Healthcare: Better Buy: AbbVie or Vertex Pharmaceuticals?
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?
2/7/2018 • 22 minutes, 35 seconds
CG: Hitting the Road With the RV Industry
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.
2/6/2018 • 28 minutes, 24 seconds
Financials: Cryptocurrency Volatility and 2 Interesting Bank Earnings
Financials takes a look at the volatile declines in cryptocurrencies, as well as earnings from two interesting banks.
2/5/2018 • 17 minutes, 22 seconds
Tech: Facebook Gets Friendlier, Apple Sells Phones
Two big tech names reported this week -- should investors be worried about Facebook's friendlier new stance and Apple's iPhone unit sales declines?
2/2/2018 • 32 minutes, 21 seconds
Energy: Listener Mailbag – Solar Tariffs, Railroads, and Agriculture
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. Thanks to LegalZoom for supporting Motley Fool. Get special savings by going to legalzoom.com use Fool at checkout
2/1/2018 • 25 minutes, 1 second
Healthcare: What’s The State of Healthcare in 2018?
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.
1/31/2018 • 27 minutes, 37 seconds
CG: Keurig and Dr. Pepper Snapple Surprise Investors With Merger
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. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to legalzoom.com and use “Fool” at checkout.
1/30/2018 • 24 minutes, 21 seconds
Financials: The Universal Banks: Bank of America, Citigroup, and JPMorgan Chase
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.
1/29/2018 • 25 minutes
Tech: China - Big Opportunity, Big Obstacles
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. Thanks to Harry’s for supporting Motley Fool. Get your Free Trial Set – go to Harrys.com/fool
1/26/2018 • 26 minutes, 17 seconds
Energy: Autonomous Trucking - So Close, But So Far
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.
1/25/2018 • 28 minutes, 28 seconds
Healthcare: Big Biotech Is Bustling with Buy-outs
Celgene consolidates CAR-T and Sanofi hooks-up in hemophilia. Plus: What’s up with Johnson & Johnson’s post-earnings slide?
1/24/2018 • 23 minutes, 59 seconds
CG: Netflix Closes Out 2017 With a Bang
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.
1/23/2018 • 27 minutes, 27 seconds
Financials: Fourth-Quarter Big Bank Earnings: What You Need To Know
Industry Focus: Financials dives into fourth quarter earnings from the largest U.S. banks, and what investors should pay attention to.
1/22/2018 • 26 minutes, 5 seconds
Tech: CES - What to Make of MIA Trends
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.
1/19/2018 • 21 minutes, 38 seconds
Energy: Taking a Ride in Lyft’s Self-Driving Car
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. Slack: Where work happens. Find out why at slack.com.
1/18/2018 • 24 minutes, 24 seconds
Healthcare: Is Celgene Going To Buy Juno Therapeutics?
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?
1/17/2018 • 27 minutes, 57 seconds
CG: Retailers Hit Their Stride Over the Holidays
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.
1/16/2018 • 27 minutes, 23 seconds
Tech: Opening Amazon's Holiday Card
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.
1/12/2018 • 30 minutes, 42 seconds
Energy: GM and Ford Look to the Future
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.
1/11/2018 • 26 minutes, 32 seconds
Healthcare: Inside the Woodstock for Biotech
Three CEO interviews recorded at the J.P. Morgan Healthcare Conference, the most important annual industry conference. Thanks to Casper for supporting The Motley Fool. Save $50 on a mattress at http://www.casper.com/fool (promo code “Fool”)
1/10/2018 • 40 minutes, 56 seconds
CG: Boston Beer Gets Left Behind by the Craft Beer Movement
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.
1/9/2018 • 25 minutes, 17 seconds
Financials: 2 Stocks to Buy For 2018
Industry Focus: Financials dives into two stocks that look attractive as we head into 2018.
1/8/2018 • 23 minutes, 5 seconds
Tech: AI - How We Got Here and Where We're Going
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. 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.
1/5/2018 • 26 minutes, 56 seconds
Energy: 5 Energy Stocks to Make Your Money Work for You in 2018
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.
1/4/2018 • 24 minutes, 3 seconds
Healthcare: Here’s Why These Were the 3 Best Performing Healthcare Stocks in the S&P 500 in 2017
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.
1/3/2018 • 27 minutes, 20 seconds
CG: What New Forms Will Retail Take in 2018?
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.
1/2/2018 • 30 minutes, 43 seconds
The 2017 Industry Focus Awards -- Part 4
In the closing act of the Industry Focus Awards, the cast revisits Foolish listener emails before pitching their nominees for most likely to succeed and the infamous participation award.
12/29/2017 • 26 minutes, 19 seconds
The 2017 Industry Focus Awards -- Part 3
Notable quotes and M&A take the stage as the next two categories up for grabs. Find out who went home with a prestigious IF Award in hand.
12/28/2017 • 24 minutes, 28 seconds
The 2017 Industry Focus Awards -- Part 2
The show must go on! In this episode, the cast doles out their awards for the next two categories: best fact and most valuable player.
12/27/2017 • 17 minutes, 33 seconds
The 2017 Industry Focus Awards -- Part 1
Happy holidays, Fools! This year, the Industry Focus cast is rolling out the red carpet for some of their favorite stocks with the first annual Industry Focus Awards ceremony. The first two categories for your consideration: biggest PR blunder and rookie of the year.
12/26/2017 • 23 minutes, 36 seconds
Tech: 2017 Rewind
We hit the biggest stories of the year — iPhone X, net neutrality, AR/VR, and Verizon buying Yahoo — and talk about how they may impact 2018.
12/22/2017 • 27 minutes, 51 seconds
Energy: Top Energy and Industrials Headlines From 2017
Top Energy and Industrials Headlines From 2017. We look back across various events of the past year in our sector. From arrests of Volkswagen executives to GE’s 40% drop, 2017 has been a big year.
12/21/2017 • 25 minutes, 28 seconds
Healthcare: The Top 8 Market-Moving Stories of 2017
Repeal and replace wasn't the only healthcare story this year! Critical policy changes, revolutionary new medicines, and M&A also sent healthcare stocks on a wild ride in 2017.
12/20/2017 • 31 minutes, 43 seconds
CG: Major Consumer and Retail Headlines From 2017
Looking back on a busy year, the cast recaps some of the biggest stories and developments in the sector. Slack: Where work happens. Find out why at slack.com.
12/19/2017 • 27 minutes, 54 seconds
Financials: 5 Top Financial Sector Stories of 2017
Financials takes a look back at the five biggest news stories of 2017 and what they mean to investors.
12/18/2017 • 21 minutes, 37 seconds
Tech: What to Watch in 2018
We're excited for 2018. Why? We've got tax code changes impacting the books of big tech, plus the next phases of the cable revolution, and the continued rise of e-sports.
12/15/2017 • 23 minutes, 44 seconds
Energy: These Companies Are Making an Oil Free Future
Alternative fuels are still a long way from being ubiquitous but some are gaining steam thanks to a few key players. We discuss what constitutes an alternative fuel, why commercial and heavy goods transport is the gateway to alternatives adoption, and stocks investors may want to consider. Today the show was sponsored by Harrys.com/Fool
12/14/2017 • 30 minutes, 22 seconds
Healthcare: ASH 2017's Big Winners And Losers
Celgene and bluebird bio report a stunning success in multiple myeloma, Juno Therapeutics takes it on the chin despite positive data, and Spark Therapeutics suffers in its showdown with BioMarin in hemophilia.
12/13/2017 • 28 minutes, 35 seconds
CG: Stitch Fix Soars 1 Month After IPO
Subscription-box services have grown incredibly popular in the past few years, and Stitch Fix is the latest company based on this business model to go public. With almost $1 billion of revenue in 2017, we dive into this fast-growing company and what investors need to know about its data-centric approach to selling apparel. To get a limited edition holiday shave set while supplies last, go to Harrys.com/fool.
12/12/2017 • 27 minutes, 19 seconds
Financials: Goldman Sachs and Morgan Stanley: A Closer Look Into The Two Big Investment Banks.
Industry Focus: Financials takes a deep dive into Goldman Sachs and Morgan Stanley’s business models, valuation, and future growth potential.
12/11/2017 • 22 minutes, 57 seconds
Tech: What About Spotify, Uber, and Lyft?
These tech unicorns have long been the subject of IPO speculation. But for all that buzz, are any of them actually good businesses to own long-term?
12/8/2017 • 29 minutes, 31 seconds
Energy: Can UPS and FedEx Deliver for Retailers and Investors This Holiday Season
UPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.
12/7/2017 • 18 minutes, 8 seconds
Healthcare: Tax Reform Takes a Bite Out of Biotech
The tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.
12/6/2017 • 27 minutes, 55 seconds
CG: The 3G Capital Playbook Falls Short for Kraft Heinz
Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.
12/5/2017 • 27 minutes, 27 seconds
Financials: BofI Holding: A Closer Look At This Online-Only Bank
Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.
12/4/2017 • 24 minutes, 58 seconds
Tech: Hot gadgets, hot stocks?
We take a look at a few tech products on holiday shopping lists -- Nintendo Switch, Fitbit Ionic, and Xbox One S/X -- and talk about what their popularity really means for the companies that make them.
12/1/2017 • 26 minutes, 19 seconds
Energy: TransCanada’s Keystone Approval and OPEC Notes
Nebraska Public Service Commission voted 3-2 to approve an alternative route for the Keystone XL pipeline through the state. We discuss potential implications of Keystones operator TransCanada, and what the decision might mean for investors. Ahead of the OPEC meeting in Vienna, we debate the rumors and conjecture around the assembly.
11/30/2017 • 22 minutes, 9 seconds
Healthcare: Meet the CEO of the Largest Pot Stock in the World
Canopy Growth co-founder Bruce Linton is interviewed about the company’s strategy for medicinal and recreational marijuana in Canada and beyond.
11/29/2017 • 22 minutes, 43 seconds
CG: Black Friday Brings Optimism to Department Stores for the Holiday Season
Early numbers are in for the Black Friday weekend with strong growth over last year. That momentum has even extended to brick-and-mortar retailers, which saw only small traffic declines during the busy period. Find out why department stores are feeling confident about the quarter, and what investors should watch as they head into the final month of the year. Slack: Where work happens. Find out why at slack.com.
11/28/2017 • 23 minutes, 53 seconds
Financials: 5 of the Most Pervasive Money Myths – Debunked!
Financials sets the record straight on common money myths involving topics ranging from investing in stocks to using credit cards.
11/27/2017 • 23 minutes, 9 seconds
Healthcare: How Many Stocks Should You Own in Your Portfolio?
You know the market is risky and you shouldn't own just one or two stocks, but you're probably wondering how many stocks you should own. In today's episode, we dig into diversification to help you build a better portfolio.
11/22/2017 • 23 minutes, 13 seconds
CG: Over $100 Billion of Entertainment Assets on the Chopping Block
While AT&T and Time Warner investors prepare themselves for a tough legal battle with the Justice Department to close their merger, competitors are circling the valuable media empire that could be going up for sale at Twenty-First Century Fox.
11/21/2017 • 26 minutes, 49 seconds
Financials: Tax Reform: What It Could Mean to You
Financials looks at the two tax reform bills currently making their way through Congress, the differences between them, and the likely winners and losers of tax reform.
11/20/2017 • 20 minutes, 39 seconds
Tech: What's Behind Roku's Double?
Roku's first report as a publicly traded company couldn't have gone better. With a second look at their books, are we more sold on the long-term viability of the streaming company? Editor's note: In the show, we mistakenly said that 1/3 of Roku's platform revenue comes from licensing. That 1/3 portion of the platform revenue is actually from content distribution, the licensing portion is much smaller. Thanks to Harry’s for supporting Motley Fool. Harry’s will give you their trial shave set for FREE when you sign up at Harrys.com/FOOL - just pay for shipping!
11/17/2017 • 22 minutes, 3 seconds
Energy: Fracking the Market for Natural Gas Finds
The U.S is increasingly being powered by cheap natural gas and the deployment of pipeline infrastructure is ensuring this remains the case for years to come. In this show we discuss why the commodity is growing in popularity, the billions of dollars being spent transporting it across the country, and investment opportunities in the industry.
11/16/2017 • 24 minutes, 47 seconds
Healthcare: Why This $6 Billion Biotech Stock Is Skyrocketing 70% in November
A flurry of news has investors clamoring to add Nektar Therapeutics to their portfolios. Plus, we explain why investors are disappointed by Loxo Oncology’s good news and how a new smart pill could change medicine forever.
11/15/2017 • 22 minutes, 35 seconds
CG: Mattel and Buffalo Wild Wings Flying High
Shares of the #2 toy company and casual dining chain are both up double digits thanks to buyout rumors. For Mattel, the potential deal with Hasbro would create a dominant player in the toy industry. Meanwhile, a private equity firm with significant restaurant experience is courting B-Dubs. The team also takes a look at Canada Goose, one of the best-performing IPOs of the year. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool.
11/14/2017 • 26 minutes, 56 seconds
Financials: Robo-Advisors: What They Mean for Investors and Financial Advisors
Financials looks at robo-advisors, the automated substitute for financial advisors that has surged in popularity.
11/13/2017 • 18 minutes, 35 seconds
Tech: Snap's Ephemeral Market Cap
After missing on revenue, earnings, and users, shares of Snap got pummeled following the company's Q3 earnings release. We work through the release, talk about the company's transition to auction-based ad sales, and check in on the Spectacles hardware segment.
11/10/2017 • 24 minutes, 15 seconds
Energy: How Boring Utilities Can Offer Exciting Returns
Utilities have historically been classified as safe and boring but the industry is changing and there are some potentially exciting opportunities in the often overlooked segment.
11/9/2017 • 36 minutes, 18 seconds
Healthcare: Is Valeant Pharmaceuticals the Turnaround Story of the Century?
The much-maligned company is making progress on its restructuring plan, but it's not out of the woods yet. Plus, why Keryx Pharmaceuticals shares tumbled despite winning an FDA approval that more than doubles its addressable market.
11/8/2017 • 24 minutes, 9 seconds
CG: The Sprint and T-Mobile Merger Falls Apart . . . Again
In 2014, regulatory opposition forced Sprint to give up on its plan to acquire T-Mobile. Three years later, the two companies returned to the negotiating table, coming close to finalizing an agreement before the deal fell apart once again. What happened? And what lies ahead for the No. 3 and 4 wireless providers?
11/7/2017 • 25 minutes, 28 seconds
Financials: A Trifecta of Financial News
Financials looks at the new Federal Reserve chair, rising interest rates in the U.K, and the end of the CFPB class action rule.
11/6/2017 • 19 minutes, 19 seconds
Tech: To the Cloud!
Great earnings releases from Microsoft and Amazon highlight one thing in particular -- the cloud business is booming for both tech giants.
11/3/2017 • 19 minutes, 42 seconds
The Rumor Mill Keeps Turning for GE
2017 hasn’t been kind to GE so far. Three months in we discuss the moves new CEO John Flannery is making to right the business, rumors around the November 13th meeting, and give our bull and bear cases for the stock.
11/2/2017 • 23 minutes, 25 seconds
Healthcare: Why Constellation Brands Is Cozying Up to Cannabis
Beer, wine, and spirits Goliath Constellation is acquiring a 10% stake in marijuana stock Canopy Growth, plus why CVS Health is eyeing Aetna, and how one fast-growing upstart is fighting back at colon cancer.
11/1/2017 • 33 minutes, 40 seconds
CG: Toys “R” Us Takes Its Toll on Mattel and Hasbro Earnings
The Toys “R” Us bankruptcy filing in September sent waves through the industry as toy companies cut shipments to the retailer and adjusted their forecasts ahead of the holiday shopping season. However, the latest earnings results from Mattel and Hasbro paint a picture of two industry leaders with very different outlooks.
10/31/2017 • 28 minutes, 47 seconds
Financials: 5 Spooky Personal Finance Statistics
Financials looks at statistics about emergency savings, credit cards, retirement saving, stock investing, and homeownership.
10/30/2017 • 22 minutes, 32 seconds
Tech: A Tale of Two Earnings
AMD and Twitter both beat expectations with their quarterly numbers, so why is the social media company flying while shares of the semiconductor company get pummeled? FreshBooks.com/FOOL and enter MOTLEY FOOL in the “How Did You Hear About Us?” section
10/27/2017 • 22 minutes, 16 seconds
Energy: Interview with Mark Mills, Senior Fellow at the Manhattan Institute.
We discuss U.S. manufacturing, policy making, and how technology will unlock efficiencies in the oil and gas industry with Mark Mills. Mark has a long and illustrious career as a policy advisor, fund manager, and physicist.
10/26/2017 • 16 minutes, 31 seconds
Healthcare: Big Biotech Goes on Sale
A scary sell-off in Celgene and Ionis Pharmaceuticals shares may have you thinking "sell", but there are good reasons why you shouldn't let what's spooking other investors shake you out of your stock too.
10/25/2017 • 24 minutes, 20 seconds
CG: The New York Times Is Far From “Failing”
Up over 70% in the past year, the iconic newspaper has enjoyed a major boost in readership thanks to the current presidential administration. Meanwhile, Blue Apron struggles to build momentum as meal kit rival HelloFresh prepares for its IPO. Thanks to Freshbooks for supporting the Motley Fool. Get a 30-day free trial by going to FreshBooks.com/FOOL and enter “MOTLEY FOOL” in the “How Did You Hear About Us?” section.
10/24/2017 • 29 minutes, 27 seconds
Financials: Investing in Bank Stocks – What You Need to Know
Financials takes a look at bank earnings, important metrics, and catalysts that could move bank stocks higher.
10/23/2017 • 25 minutes, 28 seconds
Tech: Must Be the Season of the Pitch
We wrap up pitch week with discussions of IBM, Netflix, and Mindbody. If you want the whole list of pitch week stocks, email industryfocus@fool.com!
10/20/2017 • 36 minutes, 21 seconds
Energy: We Reach Fever Pitch With These Three Stocks
Three Motley Fool contributors pitch General Motors, NV5, and Transocean as stocks investors might want to watch.
10/19/2017 • 25 minutes, 30 seconds
Healthcare: Pitches That Could Lead to Riches
Novocure, Precision Medicine, and Celgene are three top healthcare stocks. The team discusses their business models and biggest risks in this edition of “Pitch Week.”
10/18/2017 • 31 minutes, 21 seconds
CG: Three Pitches and a Home Run
“Pitch Week” continues on Industry Focus as our Foolish contributors share their takes on Under Armour, Dave & Buster’s, and Tractor Supply Co. Thanks to Harry’s for supporting the Motley Fool. Get your free trial set -- go to Harrys.com/fool.
10/17/2017 • 34 minutes, 25 seconds
Financials: Pitch Perfect
We kick off "Pitch Week" with a look at payment companies Mastercard and Square, and wrap the show with a breakdown of why Warren Buffett's Berkshire Hathaway has been such a good business to own.
10/16/2017 • 26 minutes, 35 seconds
Tech: Netflix - Price Hikes & All-Time Highs
Netflix got a nice bump after announcing price increases to several of its service tiers – what might the increases mean for the company’s top line and what should investors be paying attention to ahead of the company’s earnings report next week?
10/13/2017 • 27 minutes, 27 seconds
Energy: International Energy Stocks: Complexities and Opportunities
The U.S. has a huge number of investment opportunities in the well-developed energy industry. We discuss why the U.S. oil and gas sector has developed the way it has, some complexities in investing in overseas energy companies, and a few stocks with foreign flare you might want to consider.
10/12/2017 • 22 minutes, 43 seconds
Healthcare: Mylan's Big Bet
Mylan launches a generic "at-risk" and Flexion's big drug opportunity becomes clearer. Editor's note: Mylan's drug was mistakenly referred to in the episode as a biosimilar. Copaxone, however, was approved under an NDA, not a BLA, so Mylan's copycat is a generic, not a biosimilar.
10/11/2017 • 18 minutes, 30 seconds
CG: Constellation Brands and Yum China Wow Investors
We look at the latest quarterly earnings from some of the top performers in the alcohol and restaurant industries. Slack: Where work happens. Find out why at slack.com.
10/10/2017 • 26 minutes, 59 seconds
Financials: Capital Allocation – Buybacks, Dividends, and More
Financials takes a look at share buybacks, dividends, and other ways of returning capital to shareholders.
10/9/2017 • 22 minutes, 15 seconds
Tech: The Week in Device News
Now that we have a sense of Roku's valuation, what do we think of it? That, plus a rundown on all the cool new devices Google showed off earlier this week and their impact on the smartphone, smart home and camera markets. Get $25 off your first purchase at http://bombfell.com/fool
10/6/2017 • 36 minutes, 18 seconds
Energy: Tesla’s Model 3 Production Miss - Should Investors Be Concerned?
Tesla missed Q3 Model 3 production targets by 83%. We debate how concerned investors should be, some good news from the update, and a potentially exciting development on the horizon. Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool
10/5/2017 • 22 minutes, 8 seconds
Healthcare: Are These the Best Dividend Stocks to Buy?
Wondering if you can buy, sit back, and collect money on top dividend stocks Johnson & Johnson, AbbVie, and Pfizer? You've come to the right place! In today's episode, we offer up insight into the risk and reward associated with owning these three dividend darlings.
10/4/2017 • 23 minutes, 37 seconds
CG: Does Tiffany & Co. Have a Millennial Problem?
We dive into the high-end corner of the retail industry with one of the most famous luxury brands in the world: Tiffany. Its signature blue boxes have delighted people around the world, and new leadership is now looking ahead to the challenges posed by changing consumer tastes, especially among younger shoppers. We also look at the latest acquisitions from Coca-Cola and Wal-Mart.
10/3/2017 • 32 minutes, 1 second
Financials: A Changing of the Guard at the Federal Reserve
President Trump is interviewing candidates to replace Janet Yellen atop the Federal Reserve. In this episode of Industry Focus: Financials, we dig into the two types of candidates he's considering for the position, and how that will impact the central bank's policies.
10/2/2017 • 21 minutes, 43 seconds
Tech: The Eminem Show
Investors may soon be able to claim a stake in rapper Eminem's music catalog, thanks to a new company Royalty Flow and the JOBS Act. We run through what's been going on in the equity crowdfunding and mini-IPO space, and how these types of investment opportunities are very different than investing in the stocks we normally talk about.
9/29/2017 • 20 minutes, 21 seconds
Energy: ITC Rules 4-0 in Favor of Trade Barriers on Solar Imports
We debate the potential implications of the ITCs recommendation for solar import restrictions, the recent rally in oil prices, and the news that GE is selling its Industrial Solutions business.
9/28/2017 • 20 minutes, 51 seconds
Healthcare: This Drug Pricing Scheme Could Be Making Your Medicine More Expensive
Unpacking Axovant Sciences big Alzheimer’s disease disappointment, plus Pfizer accuses Johnson & Johnson of unfairly increasing healthcare costs.
9/27/2017 • 25 minutes, 56 seconds
CG: Walt Disney Rethinks Content Delivery With 2 Streaming Offerings
Between its upcoming ESPN and Disney-branded services, the company will give viewers access to 10,000 live sporting events, 500 films, and over 7,000 television episodes. Traditional pay-TV subscriber numbers are on the decline, and CEO Bob Iger sees this streaming transition as his last major priority before retirement.
9/26/2017 • 30 minutes, 51 seconds
Financials: Data Center REITs 101
Data center REITs promise ever-growing dividends from a portfolio of data center assets located all around the world, but growing piles of data don't necessarily lead to extreme rewards for shareholders.
9/25/2017 • 18 minutes, 32 seconds
Technology: 3 Game-Changing Small Cap Stocks To Buy
Alarm.com, Impinj, and Paycom aren't household names yet, but these tech-savvy upstarts are transforming billion dollar markets and that could make them savvy stocks to buy. Thanks to Harry’s for supporting Motley Fool. Get your Free Trial Set – go to Harrys.com/fool
9/22/2017 • 36 minutes, 26 seconds
Energy: SUV Sales a Bright Spot in the U.S. Auto Market
Auto sales have declined 2% this year after sales broke records in 2016, leading many commentators to speculate whether the U.S. has reached peak auto. However, one area of the market – SUV’s, light trucks, and crossovers – continues to demonstrate growth. Thanks to Harry’s for supporting Motley Fool. Get your Free Trial Set – go to Harrys.com/fool
9/21/2017 • 26 minutes, 41 seconds
Healthcare: You Have Questions, We Have Answers!
We rip open the mailbag and answer "what gives with interim clinical trials?", "how can drugmakers use patents to stiff-arm generics?" and "why aren't pharmacies cashing in on baby boomers?"
9/20/2017 • 25 minutes, 7 seconds
CG: Back to School With 2 High-Growth Education Companies
Chegg is leading its corner of the classroom with a wide variety of student services, including college applications, textbook materials, and online tutoring. Meanwhile, 2U is acting as a pioneer for online education by creating graduate programs with some of the most prestigious universities in the country. Both of the companies are enjoying double-digit annual growth rates and stand to gain as technology takes on an increasing role in classrooms around the world.
9/19/2017 • 32 minutes, 17 seconds
Financials: Everything You Should Know About Insurance, Healthcare Coverage, and Medicare
The team talks about how the insurance industry works and how health insurance differs substantially from other types of insurance. With information about evaluating supplemental health insurance policies, planning for Medicare at age 65, and managing the transition from work-related coverage to Medicare, this program will tell you what you need in order to make a more informed decision for your financial and health situation
9/18/2017 • 24 minutes, 56 seconds
Tech: Finally, the iPhone X!
Edge-to-edge display? Check. Wireless charging? Check. Facial recognition components? Check. The iPhone X is gorgeous, but what does its release timing mean for Apple’s financials over the next few quarters? We dig into that and Apple’s other upcoming products.
9/15/2017 • 29 minutes, 7 seconds
Energy: Is There a First-Class Airline Stock?
After years of being dubbed “death traps” for investors the Airlines industry is having something of a renaissance. We discuss which of the big four U.S. national carriers is the better buy for investors today.
9/14/2017 • 26 minutes, 2 seconds
Healthcare: How Much Does It Really Cost to Develop a Cancer Drug?
A new study concludes it costs $757 million to develop a new cancer drug, but is that the only reason why drugmakers charge sky-high drug prices or are other reasons to blame too?
9/13/2017 • 25 minutes, 42 seconds
CG: Case Studies in Experiential Retail
In a strange twist, the newest retail store from Nordstrom will carry no inventory. Instead, the company hopes a unique menu of services will provide a rich enough experience to connect with shoppers – a trend that is growing quickly in the brick-and-mortar world. The cast also looks at how Starbucks is faring under the new leadership of Kevin Johnson.
9/12/2017 • 25 minutes, 38 seconds
Financials: How Do You Know When It’s Time to Leave Your Job?
It’s not always an easy decision, and in most cases you should do some planning first, but there are times when you’re doing the right thing in quitting your job. Of course there’s a difference between wanting to quit and needing to quit and some things you should do before giving notice.
9/11/2017 • 36 minutes, 15 seconds
Tech: Sitting Down With Roku's S-1
The streaming service is planning to go public soon and we have our hands on their filing with the SEC! We run through the company's books, talk about the streaming space, and take a look at the company's long-term prospects.
9/8/2017 • 21 minutes, 13 seconds
Energy: Phillips 66 is tapping the SPR. What’s the Impact?
Energy Secretary Rick Perry announced the Department of Energy is releasing 500,000 barrels of oil from the Strategic Petroleum Reserves. We discuss the impact and importance of the move.
9/7/2017 • 15 minutes, 53 seconds
Healthcare: Are These Stocks Top Takeover Targets?
Promo: Big-cap biopharma could come knocking if Juno Therapeutics’ next-generation CAR-T is safer than its competitors, and Medtronic's already investing billions in Mazor Robotics, a maker of surgical robots. Sponsored link: http://www.casper.com/fool Code: fool.
9/6/2017 • 26 minutes, 43 seconds
CG: How Grocery Chains, Warehouse Clubs, and Dollar Stores Compete for Your Business
Amazon has already begun to weaponize its Whole Foods stores, and we look at how competing retailers like Kroger and Costco are feeling the pressure. Meanwhile, the major dollar store chains are facing their own challenges from larger retail rivals. Thanks to Casper for supporting the podcast. Save $50 on a mattress at http://www.casper.com/fool, code “fool”.
9/5/2017 • 22 minutes, 40 seconds
Bonus: Industry Focus 101
IF brings you stories and coverage of different sectors of the stock market every day, but what trends are the hosts most excited about, and what stocks are on their watch lists? We bring everyone into the studio for this bonus episode to answer these questions and introduce the new Thursday host Sarah Priestley.
9/2/2017 • 24 minutes, 31 seconds
Tech: Open Your Accounting Textbook
We toss around some terms week-to-week and don't always do the best job explaining them in-depth. Today, we dust off our college accounting books to talk about the difference between capitalizing and expensing a purchase, what deferred revenue is, and why operating leverage is a beautiful thing.
9/1/2017 • 26 minutes, 15 seconds
Energy: Hurricane Harvey Hits Texas
In the ongoing devastation of Hurricane Harvey headlines are surfacing about the storms impact on US oil and Gas -- on this episode we discuss potential outcomes for the industry, and touch on the recent appointment of a new CEO for GE.
8/31/2017 • 18 minutes, 42 seconds
Healthcare: Gilead Sciences Couldn't Have Timed its Splash Into CAR-T Better
The FDA approved the world's first CAR-T therapy on Wednesday, one month ahead of schedule, and only days after Gilead Sciences announced it’s buying CAR-T powerhouse Kite Pharma in a deal valued at $11.9 billion.
8/30/2017 • 21 minutes, 49 seconds
CG: Do You Have What It Takes to Be a Professional Gamer?
Join us for a look at the incredible growth of e-sports and the opportunity it presents to various industry stakeholders, including game publishers, content networks, and the players themselves. We also discuss the recent legal troubles at iRobot.
8/29/2017 • 26 minutes, 43 seconds
Financials: The Best Bankers in America
Every industry has its shining lights, and the bank industry is no different. In this episode of Industry Focus: Financials edition we discuss the top bankers in the modern era, including Jamie Dimon, Richard Davis, Robert Wilmers, and more.
8/28/2017 • 40 minutes, 1 second
Tech: How Fermi Could've Saved Me From Myself
Two years ago we tossed out a terrible ballpark on the revenue Apple Music might be able to bring in for the tech giant. Today we talk about that mistake and how to set yourself up to make better projections. Thanks to Harry’s for supporting Industry Focus. Get your free trial set – go to Harrys.com/fool
8/25/2017 • 23 minutes, 14 seconds
Energy: We Finally Learned That Leveraged Oil Stocks Without a Cost Advantage Probably Are Bad Investments
Everyone makes mistakes, the important thing is to learn from them.
8/24/2017 • 18 minutes, 14 seconds
Healthcare: Boy Were We Wrong About Rite Aid and Opko Health
We said what? Let’s face it, sometimes our predictions miss the mark, and with Rite Aid and Opko Health, they missed the mark by a lot. Here’s what we said, why we said it, and what we learned from our mistakes.
8/23/2017 • 22 minutes, 47 seconds
CG: Looking Back at Our Missteps on Wal-Mart and Amazon
We said what?!? That is our theme for Industry Focus this week, and we continue the discussion with missed calls on Wal-Mart’s Jet.com acquisition and the 2,000 stores Amazon was supposed to open in the next several years. Thanks to Harry’s for supporting the Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool.
8/22/2017 • 23 minutes, 5 seconds
Financials: Mistakes We've Made
Everyone makes mistakes. But not many of us air them publicly. That's the theme of this week's Industry Focus, starting with our prediction in 2015 that concerns about Wells Fargo's cross-selling culture were much ado about nothing.
8/21/2017 • 21 minutes, 56 seconds
Tech: What's Up With Wearables?
We run through recent wearables market data from Strategy Analytics, check in on the major players, and talk about the long-term outlook for Fitbit.
8/18/2017 • 23 minutes, 39 seconds
Energy: Should Solar Stock Investors Be Worried About the Solar Eclipse?
A solar eclipse occurs Monday -- what that means for solar producers may surprise you.
8/17/2017 • 16 minutes, 23 seconds
Healthcare: Is Regeneron Pharmaceuticals the Best Biotech Stock to Buy?
With a slate of promising drugs hitting the market and in its development pipeline, Regeneron Pharmaceuticals is becoming one of biotechs most important players.
8/16/2017 • 29 minutes, 53 seconds
CG: Activist Investor Ramps Up Pressure on Procter & Gamble
For several years, Procter & Gamble has been spinning off low-priority brands and cutting costs to streamline its business. But with little to show for those efforts, billionaire Nelson Peltz wants a seat at the table. Meanwhile, a slow summer blockbuster season is taking a major toll on theater operators.
8/15/2017 • 26 minutes, 36 seconds
Financials: A Check Up on BDCs
Business development companies are undergoing a sea change as the asset class becomes more institutionalized.
8/14/2017 • 30 minutes, 27 seconds
Tech: Snap's Hot Dog is the Only One Dancing
Snap's quarterly update was... uninspiring. On this show, we talk about the updated user counts, ask some questions on engagement metrics, and run through the new financials.
8/11/2017 • 24 minutes, 42 seconds
Energy: How Does Oil and Gas Fracking Work, Exactly?
Fracking has been the oil industry buzzword for years, here’s what the process actually means.
8/10/2017 • 15 minutes, 38 seconds
Healthcare: Picks and Shovels for the Marijuana “Green Rush”
Scotts Miracle Gro could be the best marijuana stock to buy, while Illumina could be the best bet to capitalize on DNA-based medicine.
8/9/2017 • 24 minutes, 31 seconds
CG: Buying Your Own Professional Sports Franchise (at Least a Few Shares of One)
You might not be able to fire the coach or have a say in drafting new players, but there are ways to invest in professional sports.
8/8/2017 • 23 minutes, 37 seconds
Financials: How To Evaluate Credit Card Stocks
Here's the differences between the major credit card processors, and how to evaluate them as investments.
8/7/2017 • 32 minutes, 38 seconds
Tech: Twitter's MAU Blues & Apple's New Highs
We try and decode what's going on with Twitter's DAU/MAU numbers, and run through the figures on another banner quarter for the world's largest company.
8/4/2017 • 29 minutes, 50 seconds
Energy: Are Oil Majors Shell and BP Correct in Assuming $50 Oil Forever?
Years after the downturn started, oil majors relent and believe $50 oil is the new reality. Are they right?
8/3/2017 • 18 minutes, 25 seconds
Healthcare: Earnings Round-up -- Celgene and Gilead Sciences
How Celgene and Gilead Sciences results are fueling their stock prices this quarter, plus Merck’s Keytruda closes the sales gap between it and Bristol-Myers Squibb’s Opdivo.
8/2/2017 • 28 minutes, 55 seconds
CG: Amazon Earnings -- Have Some Faith
We break down the latest developments in the consumer-retail sector, including Amazon earnings, the $1.4 billion Jimmy Choo buyout, and the turnaround prospects for Target. Get $25 off your first purchase at http://bombfell.com/fool.
8/1/2017 • 28 minutes, 8 seconds
Financials: 4 Personal Financial Moves You Probably Don't Need to Make
Before you follow an advisor's advice on these topics, make sure you know the whole story.
7/31/2017 • 27 minutes, 30 seconds
Tech: Updates From the Ad Titans
New quarterly numbers from Alphabet and Facebook sent the stocks in different directions -- why did the Street love one set of estimate-beating numbers and not the other?
7/28/2017 • 18 minutes, 31 seconds
Energy: What Energy Sources Power the World?
Fossil fuels may be critical today, but that fact is changing at an accelerated rate.
7/27/2017 • 18 minutes, 49 seconds
Healthcare: 3 Stocks Under $30
Hunting for new small cap stocks to watch? We've got you covered. In today's show, we discuss how NovoCure, Flexion Therapeutics, and Zogenix want to shake-up healthcare.
7/26/2017 • 22 minutes, 49 seconds
CG: Retail Roundup and Hope for Chipotle?
Michael Kors scoops up Jimmy Choo to keep pace with Coach, and Lululemon's back after a spring mishap, could its winning days continue? We hit these retail news items and check in on Chipotle's food-borne illness problems ahead of earnings.
7/25/2017 • 21 minutes, 24 seconds
Financials: Bank Earnings Are Boring Again -- Thankfully
For years after the financial crisis, bank earnings fluctuated wildly due to high loan losses, volatile markets, and elevated legal expenses. Fortunately, this trend seems to have come to an end, as the results from the second quarter demonstrate.
7/24/2017 • 22 minutes, 57 seconds
Tech: Why We Love This Ski Bum Founder
Shopify and its founder Tobias Lütke have been Fool favorites for a long time -- on this episode we talk about how, despite the stock's crazy run over the past year, we're still interested in the e-commerce company. Thanks to Harry’s for supporting Motley Fool. Get your Free Trial Set – go to Harrys.com/fool
7/21/2017 • 23 minutes, 17 seconds
Energy: Game Theory Starts to Weigh on OPEC’s Production Cuts
OPEC’s production cut compliance continues to drop, is this the end of its attempt to prop up oil prices?
7/20/2017 • 18 minutes, 56 seconds
Healthcare: 3 Been-There-Done-That Biotech CEOs That Are Doing it Again
After Puma Biotech's recent success, the search is on for other clinical-stage biotech stocks being run by proven CEOs. Could experience turn Aurinia Pharmaceuticals, Axovant Sciences, and Esperion Therapeutics into winners too? Thanks to Slack for supporting Motley Fool. Learn more at slack.com.
7/19/2017 • 26 minutes, 16 seconds
CG: Listener Mailbag Edition
We field Foolish questions from the world of consumer and retail. First, Levi wants to know about the prospects for apparel retailer Buckle (and its double-digit dividend yield). Meanwhile, Shubhra is curious about Kirkland Signature and why the Costco private label is available on Amazon.com. Thanks to Harry’s for supporting Industry Focus. Get your Free Trial Set -- go to Harrys.com/fool.
7/18/2017 • 17 minutes, 50 seconds
Financials: Cryptic Currencies with Brian Patrick Eha
Brian Patrick Eha, author of How Money Got Free, joins Gaby Lapera to discuss cryptocurrencies, tokens, blockchain technology, and what it all means for investors, regulators, and financial systems. Thanks to Slack for supporting Motley Fool. Learn more at slack.com.
7/17/2017 • 35 minutes, 32 seconds
Tech: IPNo's
We love covering IPOs, but we can't bring ourselves to buy a stock that's only been publicly traded for a few months. We explain why on the final episode of "never will I ever week."
7/14/2017 • 19 minutes, 25 seconds
Energy: Never Will I Ever Buy a Commodity Stock That’s Not a Low Cost Producer
We all make investing mistakes, but buying a commodity producer lacking a cost advantage shouldn’t be one of them.
7/13/2017 • 24 minutes, 11 seconds
Healthcare: Never Will I Ever Buy Pre-Clinical Biotech Stocks. No Way!
Only 10% of drugs make it across the FDA finish line from phase 1 clinical trials, making acquiring pre-clinical biotech stocks the riskiest game in town.
7/12/2017 • 20 minutes, 3 seconds
CG: Never Will I Ever “Trade”
We continue with our theme for this week, as Asit Sharma explains the major hurdles day traders and speculators face in their pursuit of easy profits.
7/11/2017 • 24 minutes, 13 seconds
Things We'd Never Do
In this episode of Industry Focus: Financials, we dig into things we'd never do -- or, at least, that we try to avoid. This includes investing advice, as well as pointers about life more generally.
7/10/2017 • 34 minutes
Tech: Summer Reading (and Listening) List
Looking for a beach read or a podcast to pass the time on the family trip? We run through some of our favorite tech books and shows so you can still get your fix during the slow months of summer. Thanks to Slack for supporting Motley Fool. Learn more at slack.com.
7/7/2017 • 20 minutes, 33 seconds
Energy: Why Exxon Mobil Paid $5.6 billion to 1 of US’s Richest Families to Expand Its Permian Shale Presence
Is being late better than never arriving for America's biggest oil major?
7/6/2017 • 13 minutes, 12 seconds
Healthcare: Could A Reckoning at Rite Aid Spark an Amazon Acquisition?
After Walgreens' abandoned plans to buy it lock-stock-and-barrel, Rite Aid shares are crashing. Does this give Amazon.com the moment it's been waiting for to disrupt the prescription drug market? Thanks to Slack for supporting Motley Fool. Learn more at slack.com.
7/5/2017 • 23 minutes, 37 seconds
Financials: Should Teenagers Get a Job?
There's no one, right answer, but getting a job while in school can help teach a lot of important things. Tune in to find out what Motley Fool contributors Dan Kline and Gaby Lapera think you ought to know.
7/3/2017 • 25 minutes, 14 seconds
Tech: Can Pandora Catch Up?
In the past month, Pandora has sold off Ticketfly, announced a large investment stake from Sirius, and had its CEO step down. What should investors make of the shake-up? Plus we check in on Apple Music and Tesla's puzzling streaming music ambitions.
6/30/2017 • 24 minutes, 59 seconds
Energy: Why Has the Entire Solar Sector Rallied Over the Past 2 Weeks?
Solar stocks are finaly rallying after a year of malaise, is this the long-rumored revound?
6/29/2017 • 20 minutes, 6 seconds
Healthcare: The CBO Trips Up Trumpcare, Plus A Biotech “Spiffy-pop”
The Congressional Budget Office announces a discouraging outlook for Trumpcare. And Portola Pharmaceuticals’ shares increase more in one day than they cost last November.
6/28/2017 • 25 minutes, 12 seconds
CG: 2 Best in Class Brick-and-Mortar Companies
After spending several months covering casualties, headwinds, and consolidation in the retail sector, we turn our attention to two companies that have thrived in the era of e-commerce. Ulta Beauty and TJX Companies are growing thanks to their physical store footprints, not in spite of them.
6/27/2017 • 26 minutes, 26 seconds
Financials: Credit Ratings Agencies -- Companies that Rule the Financial World
Credit ratings agencies (CRAs) have the power to move markets, and decide the fortunes of publicly-traded companies around the world.
6/26/2017 • 25 minutes, 3 seconds
Tech: The Amazon of Latin America
What doesn't MercadoLibre do? Today we talk about the Amazon/eBay/Craigslist/PayPal of Latin America, what's been fueling its impressive growth, and some of the things investors need to keep in mind if they're considering buying in. Thanks to Thumbtack for supporting Motley Fool (thumbtack.com).
6/23/2017 • 24 minutes, 24 seconds
Energy: Planes, Trains, and Automobiles
There’s lots of ways to move goods and people in today’s economy, but which option is the most economical?
6/22/2017 • 19 minutes, 41 seconds
Healthcare: How’s It Going to Be for AbbVie, Regeneron, Clovis, and More
AbbVie is developing new drugs to sidestep expiring patents on its best-seller, and a new FDA approval could be on deck at Clovis Oncology. Also, how Novartis plans to shake-up a multibillion dollar indication.
6/21/2017 • 28 minutes, 4 seconds
CG: Deal Mania Continues With Whole Foods and Nordstrom
he grocery industry is bracing itself for further disruption as e-commerce giant Amazon announced a surprise buyout of Whole Foods Market. Meanwhile, the Nordstrom family is weighing their options for taking the department store private. Thanks to Thumbtack for supporting the Motley Fool. Hire local, skilled pros for just about anything at thumbtack.com today.
6/20/2017 • 31 minutes, 46 seconds
Financials: What Every New Grad Should Know About Their Money
If you're a recent graduate, congratulations! Here's what you need to know about your money.
6/19/2017 • 24 minutes, 20 seconds
Tech: Don't Get Short With Us
Apple is one of the most bet against stocks in the market... kind of. We explain why it's true, but kind of a misleading stat.
6/16/2017 • 18 minutes, 15 seconds
Energy: Why GE is Perfectly Positioned for a Renewable Future
GE’s CEO may have just retired, but he left the company perfectly positioned for a green-energy fueled future.
6/15/2017 • 19 minutes, 50 seconds
Healthcare: A Supreme-ly Big Victory For Biosimilars
A Supreme Court decision that speeds biosimilar drugs to market makes investing in biosimilar stocks even more enticing.
6/14/2017 • 23 minutes, 13 seconds
CG: Shots Fired in the Grocery Price War
Discount supermarket chain Aldi will be investing billions in the U.S. market over the next five years, while its fellow German-based rival Lidl prepares to open its first U.S. locations this week. But the biggest winner from this growing competition will be the U.S. consumer.
6/13/2017 • 26 minutes, 28 seconds
Financials: Dismantling Dodd-Frank
The House of Representatives voted last week in favor of the Financial CHOICE Act, which is designed to roll back the enhanced regulatory regime laid out in the Dodd-Frank Act of 2010. On this episode of Industry Focus, we dig into the Financial CHOICE Act and discuss what this means for banks.
6/12/2017 • 33 minutes, 9 seconds
Tech: Our Favorite (Free) Investing Resources and Tools
The average investor has a wealth of information at their fingertips, they just need to know where to find it. We talk about our favorite free tools and resources, and Michael Douglass explains why he thinks "the numbers obscure the true story."
6/9/2017 • 18 minutes, 37 seconds
Energy: Why Railroad Stocks Have Beaten the Market by a Huge Margin
Railroad stocks have consistently beaten the market – here’s why investors should give them a look today.
6/8/2017 • 22 minutes, 25 seconds
Healthcare: Were These The 3 Most Promising Biotech Stocks To Buy After ASCO?
Bluebird bio, TG Therapeutics, and Loxo Oncology investors are smiling following bullish presentations for their respective cancer drugs at the annual American Society of Clinical Oncology conference this week. Sponsored link: http://www.casper.com/fool code fool.
6/7/2017 • 24 minutes, 27 seconds
CG: Blue Apron Becomes the Latest Unicorn to Pursue an IPO
In its last private funding round, Blue Apron reached a valuation of over $2 billion. Now, the company has its sights set on the public market, and we are digging into the IPO filing to break down the financials and business model of meal kit delivery for investors.
6/6/2017 • 26 minutes, 33 seconds
Financials: The Citizens Financial Turnaround Story
Citizens Financial became the biggest bank stock IPO in history when it went public in 2014. Since then, it's orchestrated an impressive turnaround. Sponsored link: http://www.casper.com/fool code fool.
6/5/2017 • 29 minutes, 15 seconds
Tech: Wait, What About Mobile Games?
Last week we showered Activision, Take-Two, and EA with love, but what about pure-play mobile game publishers like Zynga and Glu Mobile? Do they deserve a spot on your watch list? Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool
6/2/2017 • 20 minutes, 57 seconds
Energy: Trump Turns Off the Lights On Paris
Donald Trump is likely to pull the US out of the Paris Climate Agreement – here’s what it means. Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool
6/1/2017 • 21 minutes, 46 seconds
Healthcare: Is "Sell In May And Go Away" Good Advice?
Summer may not be the best time to own stocks historically, but embracing this old Wall Street adage is far from risk-less.
5/31/2017 • 20 minutes, 11 seconds
CG: The M&A Rumor Mill
We look at major acquisition talks making headlines this week as American Eagle pursues its apparel rival Abercrombie & Fitch, and Kraft-Heinz eyes a mega-deal with Colgate-Palmolive.
5/30/2017 • 27 minutes, 12 seconds
Industry Focus: Behind the Curtain
Have you ever wondered what the Industry Focus cast is like in real life? This episode gives you a glimpse.
5/29/2017 • 38 minutes, 31 seconds
Tech: Video Game Stocks Set New High Scores
Game publishers Activision, Take-Two, and Electronic Arts have all soared so far in 2017. With all three up over 40% year-to-date, is it too late for investors to hop in and play?
5/26/2017 • 29 minutes, 23 seconds
Energy: OPEC extends production cuts: desperation or brilliance?
OPEC extended its production cut for another 9 months, could this be a desperate move by a powerless cartel?
5/25/2017 • 18 minutes, 56 seconds
Healthcare: Thalidomide's Present-Day Legacy
Extreme birth defects associated with a popular anti-anxiety medicine from the 1960's had a lasting impact on today's healthcare policy -- and the drug is still a major part of Celgene's cancer portfolio.
5/24/2017 • 19 minutes, 58 seconds
CG: Kiosks, Tablets, and Mobile Orders Coming to a Restaurant Near You
From McDonald’s “Experience of the Future” to Panera 2.0, the restaurant industry is investing heavily in technology as a means of reducing costs and improving the dining experience. Find out how different companies are approaching the automation and customer demands that loom over the horizon.
5/23/2017 • 25 minutes, 38 seconds
Financials: The Ins and Outs of Insurance Stocks
oin us for a primer on how the insurance industry works, how insurers make money, and how to evaluate insurance stocks for potential investment opportunities.
5/22/2017 • 25 minutes, 48 seconds
Tech: Beat-up Tech Stocks
Twilio and Yelp are each down over 20% following earnings, are the drops signs of trouble or buying opportunities for investors?
5/19/2017 • 21 minutes, 44 seconds
Energy: Just what would it take for oil to get back to $100?
Saudi Arabia and Russia desperately want oil back to its highs – but just how likely is it?
5/18/2017 • 20 minutes, 16 seconds
Healthcare: Is It (Finally) OK To Buy Valeant and Gilead Sciences Again?
We dig into Valeant and Gilead Sciences' first quarter financials to see if shares are a bargain, or a bust. Thanks to Slack for supporting The Motley Fool. Learn more at slack.com.
5/17/2017 • 23 minutes, 44 seconds
CG: Department Stores Plunge Across the Board
A flurry of earnings reports from Macy’s, Nordstrom, and other department stores were greeted by bearish investors as shares declined as much as 20%. We drill down into the results before considering the longer term outlook for this industry.
5/16/2017 • 30 minutes, 44 seconds
Financials: How Money Got Free - An Interview with Brian Patrick Eha
Bitcoin might be the future. If you really want to understand it, you need to look at its past. Brian Patrick Eha's _How Money Got Free: Bitcoin and the Fight for the Future of Finance_ gives you the background you need to think about Bitcoin today. Intro: Bitcoin. It's interesting, it's powerful, and it's confusing to most people. Luckily, Brian Patrick Eha has written a beautiful history and analysis of bitcoin. Join the Motley Fool's Gaby Lapera as she interviews Mr. Eha about his new book, _How Money Got Free: Bitcoin and the Fight for the Future of Finance_.
5/15/2017 • 28 minutes, 25 seconds
Tech: Snap's Honeymoon Is Over
Snap's first quarter of financial results are out, and the numbers... weren't so great. We sort through the report, and dig into the details we didn't get in the company's original prospectus. Thanks to Harry’s for supporting Industry Focus. Get your Free Trial Set – go to Harrys.com/fool
5/12/2017 • 28 minutes, 49 seconds
Energy: Oil Earnings Are Out, and the Only Positives Are Dividends and Share Buybacks – For Now
The oil & gas sector’s first quarter results are out, and the managements of these huge companies have made some interesting capital decisions.
5/11/2017 • 16 minutes, 14 seconds
Healthcare: Will Wearable Technology Make Us Healthier?
Medtronic, Fitbit, and Apple hope to combine wearable technology with data analytics to improve outcomes in important diseases such as diabetes.
5/10/2017 • 24 minutes, 45 seconds
CG: Coach Is One Step Closer to Building an American Fashion Empire
With the $2.4 billion acquisition of Kate Spade, Coach hopes to reach millennial shoppers with a popular brand that it can eventually expand to new markets abroad. Meanwhile, Comcast and Charter team up to tackle the wireless industry. Thanks to Harry’s for supporting the Motley Fool. To get your free trial set -- go to Harrys.com/fool
5/9/2017 • 25 minutes, 9 seconds
Financials: Back from Berkshire Hathaway
Motley Fool analyst Michael Douglass joins analyst Gaby Lapera to discuss key takeaways from this year's Berkshire Hathaway annual meeting.
5/8/2017 • 21 minutes, 57 seconds
Tech: Apple and Facebook Earnings Marathon Episode
Our favorite show of the quarter, Apple earnings! Plus what's up with WhatsApp and Facebook's other properties AND the final clues for puzzle week!
5/5/2017 • 39 minutes, 7 seconds
Energy: Suncor Might Be Buying More Oil Sands Assets Just As Oil Swoons Downward on Increased Production
Oil has continued its drop in spite of OPEC’s promises to keep production low: What’s an investor to do?
5/4/2017 • 19 minutes, 46 seconds
Healthcare: What I'm Learning From My Best And Worst Stock Picks
Winners and losers can teach us valuable lessons about what's important -- and not important -- when it comes to investing. Thanks to Slack for supporting The Motley Fool. Learn more at www.slack.com
5/3/2017 • 24 minutes, 10 seconds
CG: Adidas and Its Plans for World Domination
As the No. 2 name worldwide in sports apparel, Adidas deserves some extra attention from investors, especially as it continues to deliver industry-leading growth. With shares up nearly 200% in the past two years, here is what you need to know about the first major brand in sports.
5/2/2017 • 30 minutes, 33 seconds
Financials: To stay competitive, banks stay at the forefront of innovation
What does the future of banking look like? That question is at the top of bankers' minds today. In this episode of Industry Focus: Financials, The Motley Fool's Gaby Lapera and John Maxfield discuss new technologies that are shaping the way banks serve customers. Thanks to Slack for supporting The Motley Fool. Learn more at www.slack.com
5/1/2017 • 41 minutes, 43 seconds
Tech: The Great Twitter Revival?
Twitter beat guidance and showed strong MAU growth in its most recent quarter, is it enough to start talking about a turnaround? Plus we hit Amazon's awesome earnings release.
4/28/2017 • 27 minutes, 15 seconds
Energy: The Permian Basin is Running out of Pipeline Capacity for Oil Producers
Bad news for oil producers, great news for oil pipeline operators.
4/27/2017 • 17 minutes, 41 seconds
Healthcare: Donald Trump's First 100 Days -- Good or Bad for Insurers?
Missteps on repeal-and-replace mean business as usual for insurers, and first quarter results suggest that's a good thing. Also, Fresenius acquires Akorn, and Express Scripts' ongoing battle with Anthem "gets real".
4/26/2017 • 24 minutes, 6 seconds
CG: The Supposed Death of Retail
Terrible fourth-quarter results, a slew of store closures, and bankruptcies have led to the perception that brick-and-mortar retail is experiencing a slow death, but opportunities abound for retailers willing to adapt and evolve.
4/25/2017 • 21 minutes, 36 seconds
Financials: A Primer on Alternative Asset Managers
The market looks at alternative asset managers and sees complexity, but some investors may see opportunity.
4/24/2017 • 19 minutes, 44 seconds
Tech: The Trouble With Timing the Market
Answering a listener question, we talk about how hard it is to time the market, and why it's better for investors to ride out the waves and dollar-cost average. Thanks to Warby Parker for supporting Motley Fool. Order your FREE Home Try-On’s at http://www.warbyparker.com/fool
4/21/2017 • 24 minutes, 28 seconds
Energy: How Does Oil and Gas Fracking Work, Exactly?
Fracking has been the oil industry buzzword for years, here’s what the process actually means.
4/20/2017 • 20 minutes, 57 seconds
Healthcare: Were Johnson & Johnson's Earnings Really That Bad?
After releasing its first quarter financials, J&J's stock fell over 3%. Is it a buy? In this episode, we dig into the quarter's highlights and low-lights to find out.
4/19/2017 • 25 minutes, 41 seconds
CG: Macau Recovery Shows Legs With 8th Straight Month of Growth
After seeing gambling revenue tumble 40% over two harrowing years, casino operators in Macau are breathing a sigh of relief as new, integrated resorts restore some growth to the region. With a massive new market also on the horizon, this will be an important industry to watch over the next several years.
4/18/2017 • 18 minutes, 31 seconds
Financials: To Bank Earnings and Beyond
Three of the nation's biggest banks reported first-quarter earnings last week. We discuss the results (and then some) in this week's episode of Industry Focus: Financials. Thanks to Warby Parker for supporting Motley Fool. Order your FREE Home Try-On’s at http://www.warbyparker.com/fool
4/17/2017 • 29 minutes, 12 seconds
Energy: How Russia Might Be Taking Over Your Local Gas Station
Russia loaned Venezuela’s state oil company, which owns CITCO, a lot of money – now they want to be paid back.
4/13/2017 • 20 minutes, 56 seconds
Healthcare: Can Drugmakers Cure The Opioid Crisis?
Deaths due to prescription opioids have quadrupled since 1999, but new drugs that reduce their use may help end the opioid epidemic.
4/12/2017 • 22 minutes, 33 seconds
CG: Revisiting the Major Changes at Viacom and Cabela’s
In the past year, we have discussed the management shake-up at Viacom, as well as the $5.5 billion merger between Cabela’s and Bass Pro Shops. Both companies have hit roadblocks with their plans -- here is what you need to know.
4/11/2017 • 24 minutes, 45 seconds
Financials: Tax Tips for Last-Minute Filers
With the April 18 tax filing deadline fast approaching, here are some things you need to know.
4/10/2017 • 20 minutes, 12 seconds
Tech: Opening Up IPO's to Average Investors
The average investor doesn't have a shot at buying shares of an IPO at issuance price... but that could be changing soon. ClickIPO's CEO Scott Coyle hops on the show to talk about the IPO market, and how his company is hoping to democratize access to IPO's and secondary issuances.
4/7/2017 • 19 minutes, 40 seconds
Energy: What is the crack spread and how does it affect oil prices?
Oil prices are in limbo -- here's what the bulls have to say.
4/6/2017 • 20 minutes, 12 seconds
Healthcare: Losing Money On A Stock? Blame Your Brain
We all have cognitive biases, but if we're not careful, they can lead to bad investments. In this episode, we investigate the relationship between psychology and investing, and explain how you can outsmart your biases. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool
4/5/2017 • 29 minutes, 5 seconds
CG: Fact or Fluff?
We look at recent quotes from the management teams at Target and Dr. Pepper Snapple to determine whether their hopeful plans for the future should be accepted at face value by investors. In other news, Panera Bread hit a fresh all-time high Monday after news broke that the company is fielding buyout offers -- here are the companies likely to pursue a deal.
4/4/2017 • 28 minutes, 11 seconds
Financials: Digging Into the Details of PNC Financial
Over the past two decades, PNC Financial has evolved into one of the best-managed companies in the financial services sector. Listen in as The Motley Fool's Gaby Lapera and John Maxfield dissect what's behind its success. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool
4/3/2017 • 36 minutes, 12 seconds
Tech: Sell-Side Love Notes to Snap
Snap got a bump early this week as a flurry of "Buy" notes came in from sell-side analysts. On this episode, we walk through the sell-side/buy-side dynamic and dig into the analyst reports.
3/31/2017 • 25 minutes, 33 seconds
Energy: Why Can’t Hedge Funds Make Up Their Minds About Oil Prices?
In a classic case of whiplash, hedge funds are now turning sour on crude after bullish bets hit an all-time high just a few weeks ago – the Energy crew weighs in. Thanks to Audible for supporting our podcast. Listen to Audible’s new original seires: Ponzi Supernove. Details at audible.com/ponzi. Audible and Amazon Prime members listen free.
3/30/2017 • 16 minutes, 31 seconds
Healthcare: Big News Makes These Stocks Winners and Losers
A jam-packed month for news that includes a failed plan to replace Obamacare, a big cardiovascular study, a fast-approaching IPO, and a big advance in treating ovarian cancer has big implications on top healthcare stocks.
3/29/2017 • 23 minutes, 43 seconds
CG: Biggest Players and Trends in the Video Game Industry
With billions of gamers and technology improving each year, video game companies are finding new ways to engage with customers. Here are some of the major takeaways for investors.
3/28/2017 • 29 minutes, 48 seconds
Financials: The End of an Era at U.S. Bancorp
Richard Davis is one of the greatest bankers of the modern era. As CEO of U.S. Bancorp since the end of 2006, Davis has spent the last decade atop the most profitable big bank in America. In this week’s episode of Industry Focus: Financials, we tease out the most interesting insights that Davis, who retires next month, shared in a wide-ranging interview with The Motley Fool’s John Maxfield.
3/27/2017 • 29 minutes, 22 seconds
Tech: Options 101 – What Options Are, And How To Use Them In Your Portfolio
You asked for it! Motley Fool Options analyst JP Bennett hops on the show to do an introduction to options and answer some listener questions on the topic. Thanks to Audible for supporting our podcast. Listen to Audible’s new original series: Ponzi Supernova. Details at audible.com/ponzi. Audible and Amazon Prime members listen free.
3/26/2017 • 39 minutes, 19 seconds
Energy: Why Are Shale Drillers Spending $25 billion at the Mere Hint of an Oil Price Increase?
Oil prices are up, but not anywhere near where their highs of 2014 – so why are producers upping production by 1 million barrel?
3/23/2017 • 18 minutes, 55 seconds
Healthcare: Interview with Veeva Systems' Matt Wallach
Veeva's President discusses the cloud solution company he co-founded, from its small beginnings in healthcare CRM to its latest Vault products and expansion outside of life sciences.
3/22/2017 • 21 minutes, 16 seconds
CG: Mail Call!
Asit Sharma joins the show to help answer questions from our Foolish listeners who want to know more about goodwill and the $300 billion food distribution industry. Thanks to Audible for supporting our podcast. Listen to Audible’s new original series: Ponzi Supernova. Details at audible.com/ponzi. Audible and Amazon Prime members listen free.
3/21/2017 • 29 minutes, 30 seconds
Financials: Why You Shouldn't Blindly Follow Warren Buffett
Not every legendary investor is worth following, and not every way to get rich is as obvious as it may seem.
3/20/2017 • 27 minutes, 44 seconds
SXSW Bonus: George Hotz on the Future of Self-Driving Cars
Sneaking in one more episode this week so we can bring listeners an interview we did with Comma.ai's George Hotz at SXSW. We talked with Hotz about the self-driving car tech his team is working on, some misconceptions about the segment, and what to watch in the coming years. Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!
3/20/2017 • 30 minutes, 38 seconds
Tech: Talking Equity Crowdfunding at SXSW
New legislation passed last year that made it possible for the average investor to participate in early stage private investing rounds. How's it going so far? We sit down with Bill Clark of Microventures and Slava Rubin, founder of Indiegogo. Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!
3/17/2017 • 28 minutes
Energy: What SXSW Attendees Had to Say about City-Wide Driverless Car Fleets
The Motley Fool’s Simon Erickson talks with Sean O’Reilly about what he learned at the SXSW Conference. Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!
3/16/2017 • 19 minutes, 26 seconds
Healthcare: AI and Genomics Shape the Future of Medicine at SXSW
Artificial intelligence and gene sequencing are changing how patients are treated. Analyst Simon Erickson shares some of the greatest opportunities and some of the biggest hurdles to adoption of the latest technology in healthcare. Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!
3/15/2017 • 19 minutes, 13 seconds
CG: What We Learned From Netflix and Disney at SXSW
For the leading streaming service and global entertainment giant, product testing is always happening behind the scenes. Tune in to find out how both companies leverage various tools at their disposal to put forward the “perfect” customer experience. Thanks to Away for supporting the Motley Fool. Go to awaytravel.com/fool and use the promo code “fool” to get $20 off your order!
3/14/2017 • 25 minutes, 8 seconds
Financials: What’s New in Social Payments at SXSW
In today’s episode, Motley Fool analyst Gaby Lapera is joined by Dylan Lewis, another Industry Focus host. Mr. Lewis reports from Austin, TX at the SXSW Festival, where he attended a session on the future of the payments industry. Both hosts had a lot to say about the relationship between social media and existing payment processors as well as what the space might look like going forward. Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!
3/13/2017 • 24 minutes, 18 seconds
Tech: The Perils of Short Selling
Apparently Snap's IPO has a lot of people thinking about shorting stocks -- we answer a listener question and get into the nitty gritty risks of deciding to go short.
3/10/2017 • 15 minutes, 48 seconds
Energy: A Global Perspective on Oil from Malawi
Motley Fool veteran contributor Tyler Crowe calls in and gives a global view of Energy markets from his current location in Malawi.
3/9/2017 • 23 minutes, 16 seconds
Healthcare: Top Stocks That Are Crushing The Market in 2017
Here's why Exelixis, Pacira Pharmaceuticals, Kite Pharma, Exact Sciences, and Portola Pharmaceuticals are up more than 50% in the first two months of 2017.
3/8/2017 • 21 minutes, 1 second
CG: Yes, We Can All Hear You Now
Based on the latest network quality reports, most consumers will be happy with any of the Big Four wireless carriers, but one company continues to shake up the industry. We also provide an update on the struggle Bass Pro Shops is facing in its $4.5 deal with Cabela’s, before looking at the growing trend of delivery as a differentiator for restaurants.
3/7/2017 • 29 minutes
Financials: Digging Into Warren Buffett's Recently Released Annual Letter
The Oracle of Omaha just released his latest letter to the shareholders of Berkshire Hathaway. In this episode of Industry Focus, we talk about what he had to say.
3/6/2017 • 27 minutes, 55 seconds
Tech: Snap, the Morning After
Snap's IPO went well, and the stock is flying high, but that hasn't changed our minds about the ephemeral messaging app/camera company.
3/3/2017 • 29 minutes, 54 seconds
Energy: How Long Until I Get My Driverless Car?
Everyone is talking about autonomous vehicles these days, but how long until they are a reality?
3/2/2017 • 21 minutes, 9 seconds
Healthcare: It's Complicated; Especially When It Comes To Drug Prices
How drugs are priced the way that they are, and how to determine if drug prices are fair. Also, what makes dollar cost averaging such a powerful investing strategy.
3/1/2017 • 24 minutes, 6 seconds
CG: A Shaky Environment for Department Stores
The cast looks at the latest earnings results for major department stores as a tough retail environment and major store closures dominate the headlines. They also reach into the mailbag to take a first look at VF Corporation.
2/28/2017 • 30 minutes, 13 seconds
Financials: What a Trump Presidency Could Mean for Your Mortgage
A mortgage is many homeowners single biggest expense each month, so it pays to understand the costs -- especially for new home buyers and people searching for a lower rate to refinance their house. The Trump administration could affect mortgage costs throughout 2017. Join the Motley Fool’s Nathan Hamilton and Gaby Lapera to learn what you need to know about mortgages in 2017.
2/27/2017 • 17 minutes, 44 seconds
Tech: What To Expect From Fitbit in 2017
Digging through the company's earnings release, we break down what went wrong for Fitbit last year, and what management is doing to turn things around and find growth in 2017.
2/24/2017 • 26 minutes, 39 seconds
Energy: The Companies Trying to Solve the Riddle of Energy Storage
Energy storage is a hot topic these days, here’s who is currently leading the charge.
2/23/2017 • 22 minutes, 24 seconds
Healthcare: Carl Icahn Takes Aim At Bristol-Myers Squibb
Carl Icahn's reportedly focusing his brand of investor activism on Bristol-Myers Squibb, but it's anyone's guess if he'll be able to convince the company to sell. Also, Celgene delivers a phase 3 win with blockbuster implications.
2/22/2017 • 21 minutes, 4 seconds
CG: What to Watch in the Fast Food Industry
From price wars to automation, Fool.com contributor Daniel Kline offers his take on major trends currently driving innovation and growth at your favorite quick service restaurants.
2/21/2017 • 26 minutes, 41 seconds
Tech: Sorting Through Snap's S-1
Snap is one of the hottest potential IPO's of 2017. Now that we've had a chance to look at the numbers, should investors keep it on their watch list once shares start trading?
2/17/2017 • 30 minutes, 59 seconds
Energy: BP and the next 20 Years of Energy
BP plc has released its 2017 Energy Outlook that extends to 2035. For long-term investors, BP's opinions may be both surprising and thought-provoking.
In this Valentine's Day edition, we explore cholesterol busters, heart surgery, and the latest in anticoagulants.
2/15/2017 • 20 minutes, 2 seconds
CG: Warby Parker Co-Founder David Gilboa Joins Industry Focus
Dave was just a business school student when he and his friends decided to start an eyewear company that would eventually revamp the entire industry. Now serving as co-CEO of Warby Parker, he shares his story and offers some insight into the state of retail. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30-day trial at audible.com/fool.
2/14/2017 • 29 minutes, 9 seconds
Financials: A Conversation About the Dodd-Frank Act
The Dodd-Frank Act dramatically transformed the bank industry when it was passed in 2010. But fast forward to today and President Trump is promising to make it a thing of the past. On this week's episode of Industry Focus, Gaby and John provide a comprehensive look at not only the history and purpose of Dodd-Frank, but also how it might be reformed.
2/13/2017 • 36 minutes, 6 seconds
Tech: Stock Battle - Big Tech vs. Upstart Disruptor
We explain why Facebook and Shopify are two tech stocks we really like, and answer Gaby's questions about the companies. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool.
2/10/2017 • 44 minutes, 17 seconds
Energy: 2 Stocks to Consider to Invest in a Renewable Energy Future
There are many green stocks in the marketplace, here are two of the top plays today. Thanks to Thumbtack for supporting Motley Fool. Hire local, skilled pros for just about anything at thumbtack.com today.
2/9/2017 • 26 minutes, 20 seconds
Healthcare: Better Buy -- Illumina or Gilead Sciences?
These companies are disrupting their respective industries, and each has catalysts that could reward investors in the future. Is one a better stock to buy than the other? Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool.
2/8/2017 • 28 minutes, 34 seconds
CG: The Sin Stock Showdown Between Anheuser-Busch InBev and American Outdoor Brands
We welcome financials analyst Gaby Lapera to the show to share some of our favorite stocks in the consumer and retail sector. In this case, leading companies in their respective industries can still make for a David and Goliath story. Thanks to Thumbtack for supporting Motley Fool. Hire local, skilled pros for just about anything at thumbtack.com today.
2/7/2017 • 31 minutes, 51 seconds
Financials: JPMorgan vs. Moody’s: Which Would You Choose?
Listen as two great stocks in the financials sector face off against each other.
2/6/2017 • 29 minutes, 15 seconds
Tech: Apple Earnings, Back to Growth
Apple's recent quarterly check-ins have been fairly ho-hum, but not this time! The Mac maker is back to growth after an impressive quarter, we explain what segments pushed the company over the top, and what investors can expect next quarter.
2/3/2017 • 20 minutes, 41 seconds
Energy: The Places Where Renewable Energy is Quickly Becoming an Everyday Thing
Forget that power plant off in the distance, these places have wind mills present on the horizon.
2/2/2017 • 25 minutes, 20 seconds
Healthcare: After Spinning Off Its Fastest-Growing Drugs, What's Next For Biogen?
Competitors make headway against Teva Pharmaceutical's top-seller, and Biogen's hemophilia drugs become Bioverativ. Here's what you should know.
2/1/2017 • 22 minutes, 14 seconds
CG: Major Opportunities in the Hospitality and Gaming Industries
Will Airbnb launch its IPO in 2017? Is Macau officially on track for a recovery? Will Japan eventually become the new casino capital of the world? Fool.com contributor Seth McNew shares his insights after traveling through the regio
1/31/2017 • 25 minutes, 44 seconds
Financials: Take Charge of Your Credit in 2017
Use these tips to get out of debt and make the most of your credit.
1/30/2017 • 30 minutes, 42 seconds
Tech: Paypal and Alphabet Spell it Out for Investors
It's earnings season, so we're breaking down quarterly results from two Fool favorites, Alphabet and Paypal. We hit the headline numbers, key metrics, and dig through management's comments to catch all the info investors need to know.
1/27/2017 • 28 minutes, 17 seconds
Energy: Who Makes a Better Plane: Boeing or Airbus?
Aircraft production is basically a duopoloy with just two major players – here’s what investors need to know.
1/26/2017 • 23 minutes, 4 seconds
Healthcare: News! News! News! Here's What's Happening This Week
From a big-time patent settlement between Merck & Co. and Bristol-Myers Squibb, to Johnson & Johnson's earnings, to Aetna and Humana's $37 billion merger bust, we dive into the details behind this week's biggest healthcare stories.
1/25/2017 • 19 minutes, 48 seconds
CG: $50 Billion Merger Will Form an Eyewear Industry Titan
Take two leading companies in the eyewear industry, combine them, and what do you get? In this case, say hello to EssilorLuxottica, a massive enterprise that will boast 140,000 employees, $16 billion of annual revenue, and a global scale that overshadows its closest competitors by a wide margin.
1/24/2017 • 27 minutes, 21 seconds
Financials: How Did America’s Biggest Banks Perform in Q4?
With earnings season in full swing, we now have a good sense for how the nation’s biggest banks performed in the final months of 2016. To say it was a mixed bag would be an understatement. As The Motley Fool’s Michael Douglass and John Maxfield discuss on this week’s episode of Industry Focus: Financials, two of the nation’s biggest banks had breakout quarters, while two more reported particularly dismal results. Listen in to hear why, as well as to learn the one bank stock we think is best positioned to benefit going forward.
1/23/2017 • 19 minutes, 53 seconds
Tech: Framework for Breaking Down a Stock (feat. Facebook)
Michael Douglass returns to talk about his framework for analyzing companies and we run Facebook through his wringer. Is it a buy?
1/20/2017 • 29 minutes, 55 seconds
Energy: What Ford & GM Investors Need to Know Following the Detroit International Auto Show
The 2017 Detroit International Auto Show just ended and there were big takeaways for consumers and investors alike.
1/19/2017 • 25 minutes, 52 seconds
Healthcare: The Biggest Advances In 2017
A system that could revolutionize gene research and a first-in-class cancer therapy could be two of healthcare's biggest advances this year. Plus, United Healthcare's earnings review, and a preview of Johnson & Johnson's earnings.
1/18/2017 • 23 minutes, 10 seconds
CG: Girl Power Is Now a Multi-Billion Dollar Business
Women have been the driving force behind the rise of activewear in the apparel industry. In this episode, we discuss the long-term trends that will continue to fuel this segment and the companies poised to benefit from the nearly $80 billion athleisure market.
1/17/2017 • 25 minutes, 33 seconds
Tech: ROI Your Resolutions -- Stock Research, Credit Cards, Passwords
We run through a couple different tips to make your resolutions easier to hit in 2017 and talk about why we're focusing on doing more stock research, checking out credit cards, and changing our online passwords.
1/13/2017 • 29 minutes, 32 seconds
Energy: Why You Should Focus on Low-Cost Oil & Gas Producers Amidst a Production Rebound
U.S. oil production has bottomed out and is on the upswing, here’s what you need to know to position your portfolio the right way.
1/12/2017 • 17 minutes, 46 seconds
Healthcare: Smarter Portfolio Building in One Simple Step
Promo: How to build a profit-friendly stock watch list. Plus, Trump’s tough talk on drug costs and why it’s so important to pay off your credit card debt ASAP.
1/11/2017 • 24 minutes, 55 seconds
CG: Budgeting, Decluttering, and a Reality Check
With just under 51 weeks left to go in 2017, many people are just beginning to hit their stride, working hard on their resolutions. In this episode, the cast discusses their own goals for the new year and why it can be so difficult to keep up with resolutions for the entire year.
1/10/2017 • 21 minutes, 57 seconds
Financials: New Years Resolutions and Prediction Scoreboard
Millions of people will make New Years Resolutions this year. Some will adopt their resolutions completely, while others are forgotten after just a few short weeks. In this edition of Industry Focus: Financials, join The Motley Fool's Gaby Lapera and Jordan Wathen as they discuss their financial New Year's Resolutions, and check the scoreboard on 12 predictions Jordan made for BDCs in 2015.
1/9/2017 • 24 minutes, 32 seconds
Tech: Reporting Live From CES!
We phone up our boots on the ground at the Consumer Electronics Show to see what big tech trends are being showcased this week in Las Vegas.
1/6/2017 • 22 minutes, 56 seconds
Energy: The Companies That Are Already Benefitting from Increased Drilling Activity Post-OPEC Cut
Drilling activity is already increasing in the U.S. – here’s what investors need to know.
1/5/2017 • 19 minutes, 24 seconds
Healthcare: Top Biotech Resolutions for 2017
Beaten-up biotech has some work to do to restore investor confidence. Here's how Gilead Sciences, Valeant Pharmaceuticals, and the entire industry can get back on track in 2017.
1/4/2017 • 22 minutes, 8 seconds
CG: Winners and Losers of the 2016 Box Office
Grab your popcorn and have a seat as we look back at the record-setting slate of movie releases from last year, the leading entertainment companies behind them, and what film-loving investors can expect in 2017.
1/3/2017 • 27 minutes, 13 seconds
Tech: 2016 Rewind Stock-Based Compensation and You!
The IF crew is looking back at some of their favorite episodes of 2016 . . . Companies love to include equity grants in employee compensation, but how does it impact investors?
12/30/2016 • 20 minutes, 26 seconds
Energy: 2016 Rewind 3 Key Metrics Oil & Gas Investors Need to Know
The IF crew is looking back at some of their favorite episodes of 2016 . . . Oil Producers have business models that make them unique on Wall Street, here's what you need to know.
12/29/2016 • 21 minutes, 29 seconds
Healthcare: 2016 Rewind Will These Legendary CEO's Catch Lightning In A Bottle Again?
The IF crew is looking back at some of their favorite episodes of 2016 . . . These been-there-done-that leaders are at the helm of four different emerging companies that investors should be paying attention to.
12/28/2016 • 21 minutes, 15 seconds
CG: 2016 Rewind How Retailers Manage the Delicate Balancing Act That Is Their Inventory
The IF crew is looking back at some of their favorite episodes of 2016 . . . From the apparel industry to your local grocery store, metrics like inventory turnover can tell investors a lot about a company and its operations. But in the words of one of the most well-known CEOs today, should management treat inventory as “fundamentally evil”?
12/27/2016 • 19 minutes, 33 seconds
Financials: 2016 Rewind- How to Be a Better Writer (and Investor)
The IF crew is looking back at some of their favorite episodes of 2016 . . . Can improving your writing skills boost your investing returns?
12/26/2016 • 24 minutes, 53 seconds
Tech: What to Expect in 2017
We look ahead to the new year and make a few predictions about wearables, M&A, and where big tech companies will be focusing their resources.
12/23/2016 • 16 minutes, 35 seconds
Energy: BP Starts Making Moves and Obama Makes His Last Drilling Stand Post OPEC Production Cut
Big players are starting to make big moves as the energy markets gain some certainty -- here's what you need to know.
12/22/2016 • 20 minutes, 43 seconds
Healthcare: Top Stocks To Buy In 2017
Stuffing holiday stockings with... stocks! Stocks that benefit from the Cure's Act; plus top healthcare stocks to buy in 2017.
12/21/2016 • 25 minutes, 19 seconds
CG: Two Surprise Stocks for 2016 and a Look at the New Year
From the perennial No. 3 fast food chain to a recovering soda company, the team picks their two favorite stocks of the year that surprised the market before turning their attention to 2017 and beyond.
12/20/2016 • 26 minutes, 58 seconds
Financials: The Motley Fool’s 2nd Annual Wonderful, Fantastic Book List
Need a last minute present? Or maybe you know someone who could use a little book learning? Check out the Motley Fool’s book list!
12/19/2016 • 13 minutes, 51 seconds
Tech: Waymo, and Way More Info on Self-Driving Cars
A long overdue update on the autonomous driving space -- Alphabet's decision to turn it's self-driving car project into an Alphabet subsidiary, what's going on over at Apple, and why Uber is causing problems in San Francisco.
12/16/2016 • 20 minutes, 36 seconds
Energy: How Energy Investors Should be Thinking About Exxon Mobil CEO Rex Tillerson’s Ascension to Secretary of State
The energy sector is getting strong representation in the Trump administration, and here’s what investors need to know.
12/15/2016 • 16 minutes, 44 seconds
Healthcare: There's Smoke, Will There Be Fire?
Alexion's top-brass has hit the exits amid an investigation into sales practices, and Ophthotech's future is in jeopardy following a high-profile phase 3 failure.
12/14/2016 • 18 minutes, 47 seconds
CG: Netflix and AT&T Unveil Their Newest Television Offerings
DirecTV Now is supposed to represent the future of content delivery, but this new service has a long way to go before it makes a difference to AT&T shareholders. And Netflix finally gives in to demands for offline viewing.
12/13/2016 • 27 minutes, 14 seconds
Financials: The Ups and Downs of China's Financial System
China is welcoming foreign investors to its markets, but should investors accept the invitation?
12/12/2016 • 19 minutes, 26 seconds
Tech: Sirius(ly) Interested in Pandora
Rumors are swirling that Sirius XM is interested in acquiring the streaming music company. It doesn't make sense at first glance, but Pandora might "get by with a little help from {Sirius'} friends."
12/9/2016 • 19 minutes, 39 seconds
Energy: Top Oil Stocks to Buy Post-OPEC Cut
OPEC finally cut production for the first time in 8 years – here’s some of the top plays leveraged to decreasing supplies.
12/8/2016 • 15 minutes, 39 seconds
Healthcare: Washington Cuts a Check to Spark Innovation
The 21st Century Cures Act ignites innovation with perks to biopharma and medical device makers. Also, Kite Pharma and Novartis prep plans to pitch their CAR-T cancer therapies to the FDA.
12/7/2016 • 21 minutes, 38 seconds
CG: A Tale of Two Share Classes
Under Armour announced last week that it would be changing the ticker symbols for its publicly traded A and C shares, but the real story here is the large spread in where those two stocks are trading. We welcome Seth McNew to discuss dual share classes, founder Kevin Plank, and trends for the sports apparel industry.
12/6/2016 • 23 minutes, 57 seconds
Financials: Exploring Why the U.S. Economy Is So Strong Right Now
It’s tempting to think that the American economy is still struggling to recover from the financial crisis, but the data says otherwise. Eight years after the Crash of 1929, the U.S. economy was still mired in the Great Depression. Fast forward to today, eight years after the financial crisis, which was the worst economic downturn since the 1930s, and the economy is looking as robust as ever. In this episode of Industry Focus: Financials, The Motley Fool’s Gaby Lapera and John Maxfield talk about the state of the U.S. economy right now, digging through the statistics and trends that matter most.
12/5/2016 • 26 minutes, 47 seconds
Tech: Buybacks & Share Counts
Facebook recently announced a $6 billion share buyback authorization, but investors shouldn’t expect to see the company’s total shares outstanding dip any time soon. We explain why and draw on a couple other examples to show how buybacks are generally used a little differently in tech.
12/2/2016 • 19 minutes, 26 seconds
Energy/Industrials: Why is Warren Buffett Investing in Airlines?
After nearly three decades of claiming the industry is a terrible place to invest, the Oracle of Omaha recently purchased shares in several major airlines – is this a major shift?
12/1/2016 • 23 minutes, 53 seconds
Healthcare: What's The Latest Buzz In Biotech
Shares in Juno Therapeutics and Amicus Therapeutics tumble on disappointing news; and one important drug at Pfizer takes a big step forward.
11/30/2016 • 22 minutes, 48 seconds
Consumer Goods: What Role Can ETFs Play in Your Portfolio?
With hundreds of billions of dollars flowing into exchange-traded funds, we offer an introduction of how ETFs can serve your investing needs and how to leverage them specifically for the consumer and retail sector.
11/29/2016 • 22 minutes, 12 seconds
Financials: 4 Personal Finance Things to Do Before the End of the Year
The end of the year is packed with holidays, family, and a million things to do — but it’s also your last opportunity to take advantage of potential tax deductions. Don’t let the chaos of the holiday season distract you from saving money and taking care of other miscellaneous personal finance activities. Join Motley Fool host Gaby Lapera as she chats about tax lowering strategies and FSAs with Dan Caplinger, an expert on personal finance. Find out what you need to do before the end of the year!
11/28/2016 • 20 minutes, 19 seconds
Healthcare: Investors Are Thankful For These Top Stocks In 2016
A cancer drugmaker, a marijuana drug researcher, and an insurer are serving up tasty performance this holiday season.
11/23/2016 • 22 minutes, 26 seconds
CG: Retailers Brace Themselves for Black Friday and the All-Important Holiday Season
As the holiday shopping season continues to make its outsized contribution to the top and bottom lines of our favorite companies, we look at the forecasts and key retail trends that will come into play this year. Black Friday may be losing its luster, but hundreds of billions of dollars are still up for grabs in the coming weeks.
11/22/2016 • 26 minutes, 56 seconds
Financials: Why Trump's Win Caused Bank Stocks to Soar
No sector of the stock market has benefited more from Donald Trump's win in the presidential election than banks, with shares of the biggest banks in America climbing by upwards of 20% over the past two weeks.
11/21/2016 • 33 minutes, 7 seconds
Tech: Can Ordering Get Any Easier?
Amazon and Domino's are aiming to reduce friction anywhere they can in the ordering process. Are they on to something, or are their tactics just gimmicks?
11/18/2016 • 27 minutes, 49 seconds
Energy: Drones…What are they good for?
With GoPro’s crash-laden release of its Karma drone, some may be calling the future of consumer-facing drones into the question. In today’s Industry Focus podcast, Dylan Lewis and Taylor Muckerman discuss various uses for drones in the oil and gas sector, along with some companies that are a step ahead of their competition.
11/17/2016 • 19 minutes, 15 seconds
Healthcare: Shareholder Dilution and You
Is shareholder dilution always a bad thing? What does it mean for you as an individual investor? What does it mean for activist investors? In this special crossover episode of Industry Focus, Kristine Harjes and Gaby Lapera present two case studies in healthcare and financials to illustrate the complexities of shareholder dilution.
11/16/2016 • 21 minutes, 4 seconds
CG: Who Knew Healthcare and Retail Had So Much in Common?
Mash-up week continues on Industry Focus as we look at six major consumer trends and their close counterparts in the healthcare industry.
11/15/2016 • 25 minutes, 34 seconds
Financials: What Do You Get When You Cross Healthcare and REITs?
Join the Motley Fool’s Michael Douglass and Gaby Lapera as they dive into the exciting world of healthcare REITs. It’s crossover week on Industry Focus again! When healthcare and financials collide, you get interesting investing opportunities. On this show, Bureau Chief Michael Douglass and Gaby Lapera chat about what a real estate investment trust is, the exciting world of healthcare REITs, and two companies that might interest you in that space.
11/14/2016 • 22 minutes, 13 seconds
Tech: Dividends and to DRIP or not to DRIP
With some post-election market uncertainty looming, we talk about a few dividend stocks we like and explain why it does (and doesn't) make sense to reinvest the dividends those companies pay out.
11/11/2016 • 22 minutes, 43 seconds
Energy: What a Donald Trump Presidency Means for the Energy & Industrials Sector
The United States has made its choice, here’s how President Trump’s policies will likely affect these dynamic sectors of the economy.
11/10/2016 • 18 minutes, 16 seconds
Healthcare: What President Trump Has In Store for Healthcare Stocks
The election of Donald Trump creates challenges and opportunities across the industry.
11/9/2016 • 20 minutes, 8 seconds
CG: Will Amazon.com Be Opening a Store on Your Corner?
Rumors have emerged that the leading name in e-commerce is evaluating and testing plans for retail store concepts with the potential to create a footprint of 2,000 locations across the country. How viable is this strategy, and what kind of impact would it actually have for a company generating over $120 billion in annual revenue? The cast also discusses new details for the upcoming DirecTV Now service.
11/8/2016 • 23 minutes, 20 seconds
Financials: Catching Up on the Big Headlines in October
The banking industry loses one of its most important executives while institutions wage war on fees.
11/7/2016 • 16 minutes, 3 seconds
Tech: A Tale of Two Earnings
Amazon and Twitter reported last week, but the Street only seemed to like one of the earnings releases. We explain why, and why there's more to the story for each company.
11/4/2016 • 22 minutes, 39 seconds
Energy: Is General Electric’s $32 Billion Baker-Hughes Team Up a Bullish Sign for Oil Prices?
GE just placed a big bet on the energy industry – could this be a sign of better days ahead?
11/3/2016 • 19 minutes, 52 seconds
Healthcare: Should Biopharma Companies Buy Innovation?
Drugmakers can generate future growth by inking collaboration deals or buying competitors outright. Is one approach better than the other?
11/2/2016 • 13 minutes, 13 seconds
CG: The Power of Loyalty Programs and Their 3 Billion Members
Though the original loyalty programs date back as far as the Revolutionary War, the explosion of such offerings to everything from airlines and supermarkets to coffee shops and restaurants did not take hold until the late 20th century. We look at why businesses are so eager to sign up customers and how two companies are leveraging their own programs to succeed.
11/1/2016 • 27 minutes, 55 seconds
Financials: Halloween is the perfect time to tackle the scariest topic in personal finance: estate planning.
Estate planning isn't a fun topic, but it's a vital one to tackle in order to take care of your loved ones. In this Halloween edition of Industry Focus: Financials, Fool analyst Gaby Lapera and Dan Caplinger, the Fool's director of investment planning, talk about this scary subject, breaking it down into manageable bits that you can plan for. You'll learn what documents you need, whether a will or trust is better for you, various types of trusts, the taxes that some estates have to pay, and how you can tell your loved ones what they'll need to know after your death. Make it your Halloween resolution to tackle your estate planning and put a plan in place that will protect your family from financial harm.
10/31/2016 • 26 minutes, 5 seconds
Tech: Your Quarterly Apple Earnings Deep Dive
It's our favorite show of the quarter! Apple reported earnings last week, we look at the major segments, digest the guidance the company offered up, and discuss some issues analysts raised during the conference call. Thanks to Criquet for supporting the Motley Fool. For 20% off your first purchase, go to criquetshirts.com/fool and use the promo code “fool”.
10/28/2016 • 22 minutes, 35 seconds
Energy: After 2 Years of Pain, Here's Evidence of an Oil Rebound
Schlumberger and Halliburton are already increasing rates amidst what they say is a recovery in oil, Taylor Muckerman and Sean O’Reilly dive in to learn just what this means for investors. Thanks to Criquet for supporting Motley Fool. For 20% off your first purchase, go to criquetshirts.com/fool and use the promo code fool.
10/27/2016 • 16 minutes, 34 seconds
Healthcare: When It Comes To These Two Game-Changers, Ignore The Noise And Think Long-Term
Why staying the course with Intuitive Surgical and Illumina could be investors most profit-friendly move.
10/26/2016 • 12 minutes, 41 seconds
CG: Distribution and Content Collide in $85 Billion AT&T-Time Warner Deal
One company boasts millions of wireless, Internet, and pay-TV subscribers – the other a portfolio of leading entertainment properties spanning film, television, video games, and digital mediums. We look at the potential behind this massive acquisition, the steep regulatory hurdles, and major points of consideration for shareholders of each company. Thanks to Criquet for supporting the Motley Fool. For 20% off your first purchase, go to criquetshirts.com/fool and use the promo code “fool”.
10/25/2016 • 22 minutes, 55 seconds
Financials: The Importance of Critical Thinking
If you want to improve your performance as an investor, you need to boost your critical thinking skills. Studies have shown that the average investor tends to underperform the market. Why does this happen? It all boils down to the way we make decisions. In this episode of Industry Focus: Financials, The Motley Fool’s Gaby Lapera and John Maxfield dig into how investors, and people more generally, can improve their critical thinking skills and thereby boost the performance of their portfolios.
10/24/2016 • 26 minutes, 48 seconds
Tech: How to Think About Activist Investors
Answering a listener question, we talk about what the introduction of an activist investor might mean for a company and its shareholders.
10/21/2016 • 16 minutes, 36 seconds
Energy: Why Apple Gave Up on Building a Car
After over a year of speculation that the world’s largest tech company was poised to become an auto manufacture, Apple has reportedly backed off – here’s why.
10/20/2016 • 18 minutes, 56 seconds
Healthcare: How Thinking Globally Can Boost Your Portfolio
Every diversified portfolio needs global exposure. We dive into some of the benefits and risks involved with international stocks.
10/19/2016 • 18 minutes, 56 seconds
CG: What Is an SKU and Why Can It Matter So Much to Investors?
For supertrend no. 2, we look at the SKU, or stock keeping unit. Retail and consumer companies must strike the right balance between product breadth and operational complexity to succeed, and SKU rationalization (or reduction) lies at the heart of that challenge. Initiatives at Unilever and Procter & Gamble exemplify the efforts companies are taking in this space.
10/18/2016 • 24 minutes, 2 seconds
Financials: All about Business Development Companies
Business Development Companies (BDCs) are primarily small caps, but their dividends are anything but small. The industry offers investors double-digit dividend yields earned primarily by lending to, and investing in, companies that are too small for Wall Street. High yields come with high risks, however, and there is little public information about the investments that BDCs hold on their balance sheets. In this edition of Industry Focus: Financials, join The Motley Fool’s Gaby Lapera and Jordan Wathen as they discuss the ins and outs of BDCs, the rise of activism in the sector, and why investors may be better off avoiding this industry than investing in it.
10/17/2016 • 18 minutes, 59 seconds
Tech: Samsung Up in Flames?
The Galaxy Note 7 line has officially been axed. What does it mean for Samsung and who could benefit from the fallout?
10/14/2016 • 28 minutes, 11 seconds
Energy: The Drones are coming to the oil patch!
Can oil companies use drones to reap bigger profits?
10/13/2016 • 17 minutes, 8 seconds
Healthcare: Fact or Fiction? Scrutinizing Trump and Clinton On Obamacare
Donald Trump and Hillary Clinton debated Obamacare during the second Presidential debate. Here's what they said, why they said it, and whether their comments during the debate were true of false.
10/12/2016 • 20 minutes, 19 seconds
CG: Bass Pro and Cabela’s Come Together to Form Outdoor Retail Giant
With the recently announced $4.5 billion deal, the combined entity will employ 40,000 employees in 180 stores and feature millions of square footage of hunting, fishing, and camping equipment. The cast also take a look at Costco following its break-up with American Express. Thanks to Tommy John for supporting Motley Fool. Go to tommyjohn.com/fool and use the promo code “fool” to get 20% off your first order!
10/11/2016 • 27 minutes, 41 seconds
Financials: Two Important Metrics and an Assessment of Australian Banks
Tune in as Joe Magyer and Gaby Lapera talk about leverage, return on assets, and whether or not to buy Australian banks.
10/10/2016 • 19 minutes, 47 seconds
Tech: Another Week, Another Hot IPO
We look at recently public Nutanix, explain what they do and break down their business.
10/7/2016 • 20 minutes, 27 seconds
Energy: Is Taser’s Fast-Growing Axon Camera Division Under Threat?
Taser International just lost a big client, but things aren’t always what they seem.
10/6/2016 • 19 minutes, 18 seconds
Healthcare: This Remarkable Device Revolutionizes Diabetes Treatment
The approval of Medtronic's artificial pancreas system ushers in a new era for type 1 diabetes treatment. Plus, a new study includes some surprising revelations regarding medical marijuana.
10/5/2016 • 21 minutes, 11 seconds
Consumer Goods: Mass Customization Becomes the Newest Tool to Win Over Consumers
From the shoes on your feet to your daily dose of caffeine, many consumer and retail companies are giving people the opportunity to add a flair of customization to the products they buy, generating growth and brand loyalty in the process.
10/4/2016 • 26 minutes, 36 seconds
Financials: Index Funds 101
Index funds are one of the hottest products in the world of investing. Here’s why they’re so popular, and why investors are choosing index funds over traditional mutual funds.
10/3/2016 • 24 minutes, 25 seconds
Tech: Breaking Down 2016's Hottest IPO
Twilio is up 400% from where it priced shares when it went public in June -- there are a lot of reasons to like the cloud communication company, but can the company keep growing fast enough to justify the valuation? Thanks to Pearl Auto for supporting the Motley Fool. Go to pearlauto.com/fool to get FREE two-day shipping!
9/30/2016 • 25 minutes, 22 seconds
Energy: What You Need to Know About OPEC’s Surprise Production Cut Announcement
For the first time since the Great Recession, OPEC has agreed to cut production – but things might not be what they seem.
9/29/2016 • 17 minutes, 25 seconds
Healthcare: Here's How You Can Save Money On Healthcare
These money-saving tips can take some of the sting out of skyrocketing healthcare costs. Thanks to Pearl Auto for supporting the Motley Fool. Go to pearlauto.com/fool to get FREE two-day shipping!
9/28/2016 • 29 minutes, 15 seconds
CG: AT&T Unveils a Massive Opportunity With Project AirGig
Over 30 million Americans lack access to high-speed, broadband internet connections due to the prohibitive cost of connecting rural households, but AT&T wants to leverage the country’s existing utility infrastructure to service this large market. Meanwhile, we provide an update on the volatile situation at Viacom.
9/27/2016 • 27 minutes, 42 seconds
Financials: The Decline of For-Profit Universities
ITT Tech’s bankruptcy could mark the beginning of the end for for-profit colleges and universities. Colleges and universities that are designed to make a profit could soon be a thing of the past, as federal regulators have begun zeroing in on the industry’s habit of exploiting students. The last example of this is ITT Tech, which recently filed for bankruptcy after losing access to federally backed student loans. In this episode of Industry Focus: Financials, The Motley Fool’s Gaby Lapera and John Maxfield discuss the latest developments in the for-profit education space.
9/26/2016 • 23 minutes, 5 seconds
Tech: Twitter Rumor Mill
Several companies are reportedly interested in buying Twitter. Do any of the rumors make sense, and how should Twitter shareholders feel?
9/23/2016 • 19 minutes, 23 seconds
Energy: Why is the SEC Investigating Exxon Mobil’s Reserve Accounting?
Exxon Mobil’s oil reserves have been barely marked down at all, despite the two year downtown, is the SEC right to be suspicious or is Exxon truly an outlier?
9/22/2016 • 17 minutes, 27 seconds
Healthcare: The Crazy Back-Story To Sarepta Therapeutics' Game-Changing Approval
Hit or miss data, delays, and contentious debate preceded the FDA's green-lighting of the first drug to target the cause of Duchenne muscular dystrophy.
9/21/2016 • 20 minutes, 12 seconds
CG: GoPro Karma Unveiled . . . and the Wider World of Drones
GoPro founder and CEO Nick Woodman wowed industry followers yesterday with the highly-anticipated Karma drone, which investors hope will present the company with a new multi-billion dollar opportunity. But consumer drones are just a small part of the story for this emerging technology.
9/20/2016 • 25 minutes, 52 seconds
Financials: Wells Fargo Fraud Update (Plus: How to Find a Good Bank)
Not all banks mistreat their customers, the trick is to identify and avoid the ones that do. The recent revelation that Wells Fargo (NYSE: WFC), the nation’s third biggest bank by assets, systematically defrauded customers from 2011 to 2015 could leave people wondering how to choose a good bank. That’s the topic of this week’s edition of Industry Focus: Financials. Tune in to hear The Motley Fool’s Gaby Lapera and John Maxfield discuss the latest updates in the Wells Fargo case, as well as the things to look for (and avoid) when choosing a bank. QuickenLoans.com/fool
9/19/2016 • 36 minutes, 28 seconds
Tech: Obligatory iPhone 7 Show
We break down what features to expect with the iPhone 7 and what we know about pre-orders so far.
9/16/2016 • 24 minutes, 4 seconds
Energy: Why M&A Activity is Heating Up in the Oil Sector
A bevy of deals have been announced recently, is this a sign that oil & gas’s fortunes are about to change?
9/15/2016 • 21 minutes, 2 seconds
Healthcare: Navigating Medicare's Minefield
Unraveling the ins and outs of Medicare, including what it covers, what it costs, and what stocks move higher or lower because of it.
9/14/2016 • 20 minutes, 7 seconds
CG: National Beverage Corners New Market; Ackman Bets Big on Chipotle
Coca-Cola and PepsiCo may dominate the headlines, but the No. 4 beverage company has made its mark in this fast growing niche. Meanwhile, billionaire investor Bill Ackman has made Chipotle his next project.
9/13/2016 • 20 minutes, 57 seconds
Financials: Digging Into Wells Fargo’s Massive Fraud
Wells Fargo opened 2 million unauthorized accounts for unwitting customers.
9/12/2016 • 25 minutes, 42 seconds
Tech: Stock-Based Compensation and You!
Companies love to include equity grants in employee compensation, but how does it impact investors?
9/9/2016 • 21 minutes, 3 seconds
What is Free Cash Flow and How Can Investors Use It Effectively?
There’s more to valuing stocks than P/E ratios and net income.
9/8/2016 • 17 minutes, 20 seconds
Healthcare: Money-School Lessons On Biosimilars and Cash Burn
Revealing the difference between small molecule drugs and biologics and illustrating why cash and equivalents is the most important line item on biotech balance sheets.
9/7/2016 • 18 minutes, 52 seconds
CG: Back to School With Return on Invested Capital
School is in session on Industry Focus as we provide a 101-style overview of important investing topics. First up: return on invested capital with real world examples from Buffalo Wild Wings, Whole Foods Market, and Marriott International.
9/6/2016 • 26 minutes, 41 seconds
Tech: Identifying Disruption
We run through a Fool U class on how to spot disruptive companies and a few caveats to keep in mind as you look.
9/2/2016 • 26 minutes, 59 seconds
Energy: The Surprising State That's Leading the Way in Wind Energy Usage
This traditionally "Red" state is leading the way with wind power generation, and that has big ramifications for investors.
9/1/2016 • 19 minutes, 32 seconds
Healthcare: Are Pet-Friendly Profits Your Best Friend?
Americans are spending more money on their pets than ever before and that's good news for people investing in these pet stocks.
8/31/2016 • 25 minutes, 45 seconds
CG: The Company Men
McDonald’s and Wal-Mart -- the two biggest names in their respective industries. Steve Easterbrook and Doug McMillon -- the two men who have risen through the ranks over two decades and now hold the reins at each company. Facing major headwinds, we look at these massive businesses and how their CEOs are leading them into the future.
8/30/2016 • 29 minutes, 56 seconds
Financials: The Foolish Guide to College Back-to-School Finances
As school starts up, make sure your money can make the grade.
8/29/2016 • 30 minutes, 17 seconds
Tech: When (and If) to Sell
We talk about one of the toughest decisions an investor faces -- when to sell a stock.
8/26/2016 • 20 minutes, 21 seconds
Energy: How Investors Need to Be Thinking About Delphi Automotive and Mobileye’s Big Announcement
Driverless car technology will be available to any automaker that wants it by 2019 – here’s what investors need to know.
8/25/2016 • 21 minutes, 18 seconds
Healthcare: What's Up With Mylan's EpiPen Pricing?
An EpiPen pricing debacle, an unexpected FDA rejection, and a sticker-shock inspiring M&A deal led to wild moves in Mylan N.V., Portola Pharmaceuticals, and Medivation this week.
8/24/2016 • 28 minutes, 13 seconds
CG: Bob Iger Adds Another Critical Acquisition to His Track Record at Walt Disney
BAMTech currently provides the streaming infrastructure for the MLB, NHL, WWE, and even HBO -- Disney and ESPN will soon be the latest names to join that list. We also revisit the drama surrounding Viacom and the fight for control of the company.
8/23/2016 • 27 minutes, 20 seconds
Financials: Our 4 Favorite Stocks Right Now
If one stock recommendation is good, how about four? Everybody likes a good stock recommendation. In this episode of Industry Focus: Financials, The Motley Fool's Gaby Lapera and John Maxfield talk about four stocks that they like right now. Listen in to hear about two industries that seem to offer opportunities for bargain hunters, as well as one popular stock that's seen its price cut in half over the past year.
8/22/2016 • 26 minutes, 59 seconds
Tech: Hip to be Square?
Following this week's survey of the payment landscape on the Financials show, we do a deep dive into payments and services company Square.
8/19/2016 • 29 minutes, 28 seconds
Energy: What's the Difference Between the Canadian and U.S. Oil & Gas Industries?
The devil is in the details when comparing Canadian and U.S. Oil Stocks.
8/18/2016 • 23 minutes, 16 seconds
Healthcare: Two Big Back-Alley Brawls Break Out in Washington Over Policy
Insurers and Washington clash over Obamacare profitability and marijuana advocates get dealt a big blow by the DEA on this week's Industry Focus Healthcare.
8/17/2016 • 22 minutes, 5 seconds
CG: Department Stores Surge on Latest Earnings Results
Macy’s, Kohl’s, Nordstrom, and J.C. Penney investors must be smiling as all four companies have enjoyed 20% share price gains since reporting their second quarter results last week. Adam Levine-Weinberg joins Industry Focus to break down the earnings and what the future holds for major department stores.
8/16/2016 • 28 minutes, 10 seconds
Financials: How to Make Money in the Payments Business in 2016
Every month trillions of dollars of transactions move around digital networks between consumers, merchants, and banks. Payment processors are the companies that make all that commerce possible, and in 2016, the business of payment processing is good.
8/15/2016 • 21 minutes, 58 seconds
Tech: Don't Sweat Alphabet's Brain Drain
Several key execs have stepped down from their posts at Alphabet subsidiaries in the past few months. We explain why investors shouldn't worry too much.
8/12/2016 • 21 minutes, 30 seconds
Energy: Why Are Some Oil Companies Still Increasing Production In the Face Of Low Oil Prices?
Earnings season is upon us and some of the oil & gas industry’s top names are announcing plans to increase production in spite of stubbornly low oil prices.
8/11/2016 • 18 minutes, 37 seconds
Healthcare: Bristol-Myers' Revolutionary Cancer Drug Suffers A Big Blow
Bristol-Myers Squibb's Opdivo came up short in a key lung cancer trial, causing shares to plummet. Should investors panic?
8/10/2016 • 17 minutes, 51 seconds
CG: Industry Leaders Set Their Sights on Hulu and Jet.com
In the past week, two major companies have written large checks to buy into what they believe represents the future of their businesses. Time Warner inked the first deal as it paid over $580 million for a 10% stake in Hulu. And just days later, Wal-Mart announced its $3.3 billion acquisition of Jet.com.
8/9/2016 • 24 minutes, 35 seconds
Financials: Small Lenders with Big Dividend Yields
If you thought earnings season was coming to a close, think again. Earnings season for high-yield business development companies is just beginning.
8/8/2016 • 26 minutes, 42 seconds
Tech: HBO's Silicon Valley - VC's, CEO's and pre-IPO companies
Chris Hill joins the podcast to talk about HBO's Silicon Valley and the different aspects of the tech start up world it explores.
8/5/2016 • 29 minutes, 22 seconds
Energy: Why Are Oil Barons Always the Bad Guy?
Popular culture is replete with examples of evil oil executives – but is their reputation deserved?
8/4/2016 • 19 minutes, 17 seconds
Healthcare: How Shows Like Grey's Anatomy Influence Patient Perceptions
The doctors on TV make it look like curing disease is simple and that the hospital industry is exciting, but the reality is far different than the fiction. Also, how one big challenge for charity paid off with a new advance in researching a deadly disease.
8/3/2016 • 19 minutes, 53 seconds
CG: Pop Culture Special With Cable News and Baseball Science
Our latest theme week combines pop culture and investing as we look at the business behind cable news networks via HBO’s “The Newsroom”. And taking a page from Michael Lewis, we discuss lesser known companies that can deliver for shareholders like the Oakland A’s surprised baseball fans in his 2003 book, “Moneyball”.
8/2/2016 • 24 minutes, 39 seconds
Financials: Pop (Music) Quiz on Personal Finance
Pop songs might blend into the background of your morning drive – but do they have hidden messages about personal finance? Tune in to hear Jason Moser, Mark Reeth, and Gaby Lapera weigh in on pre-nuptial agreements, budgeting, and conspicuous consumption.
8/2/2016 • 34 minutes, 16 seconds
Tech: It's Earnings Season!
Apple and Facebook released their quarterly results this week. We run through the headline numbers and dig into each company's report.
7/29/2016 • 24 minutes, 13 seconds
Energy: 3 Key Metrics Oil & Gas Investors Need to Know
Oil Producers have business models that make them unique on Wall Street, here's what you need to know.
7/28/2016 • 20 minutes, 37 seconds
Healthcare: Will These Legendary CEO's Catch Lightning In A Bottle Again?
These been-there-done-that leaders are at the helm of four different emerging companies that investors should be paying attention to.
7/27/2016 • 20 minutes, 29 seconds
CG: Earnings Extravaganza with Unilever, Luxottica, and Time Warner
We welcome special guest Rana Pritanjali to give us the latest insights on Unilever, the $1 billion buyout of Dollar Shave Club, a future without Game of Thrones, and more.
7/26/2016 • 26 minutes, 46 seconds
Financials: How Are America’s Biggest Banks Faring?
On this week’s episode of Industry Focus: Financials, The Motley Fool’s Gaby Lapera and John Maxfield discuss second-quarter bank earnings.
7/25/2016 • 22 minutes, 53 seconds
Tech: After Earnings, What’s Up With Netflix?
Stock market darling Netflix has had a rough 2016 so far and the company’s recent earnings report didn’t make things any easier for the streaming giant. Simon Erickson hops on the podcast to talk through the numbers and how he’s thinking about the business.
7/23/2016 • 19 minutes, 40 seconds
Energy: What Tesla Shareholders Need to Know About Elon Musk's Master Plan
Elon Musk is going all-in on a carbon free future.
7/21/2016 • 17 minutes, 39 seconds
Healthcare: One Biotech Plays Red Light Green Light With the FDA
What you should know about Juno Therapeutics' recent cancer trial stop and restart. Also, we help you prep for biopharma's second quarter earnings deluge.
7/20/2016 • 20 minutes, 38 seconds
CG: Soda, Pop, or Coke? How This Industry Is Changing for the Future
With year after year of declining soda sales, increasingly health-conscious consumers seem ready to give up these sugary drinks, but industry leaders Coca-Cola and Pepsi have plenty up their sleeves to deliver another century of success.
7/19/2016 • 27 minutes
Financials: The Largest International Bank No One Talks About
Banco Santander, S.A. (NYSE: SAN ) may be the largest international bank no one really talks about. With a branch network nearly three times larger than Bank of America (NYSE: BAC ) and about $1.5 trillion in assets in geographies that include Spain, the UK, and Latin America, it is undoubtedly one of the world’s most complex retail banking institutions.
7/18/2016 • 22 minutes, 48 seconds
Tech: Line IPO – Everything Investors Need to Know
We break down the biggest tech public offering so far in 2016, messaging service Line, and discuss why it’s such an interesting IPO.
7/16/2016 • 19 minutes, 9 seconds
Energy: So What Does the Auto Industry Think of Tesla's Autopilot Crash?
Government investigations, Forbes articles, and Twitter arguments abound – but what do Tesla Motors' competitors think of the fateful accident?
7/14/2016 • 25 minutes, 22 seconds
Healthcare: How Do Healthcare Companies Market Their Products?
Exploring how healthcare companies create demand for their products. What’s legal, what’s not, and what are the key takeaways for investors? Joining in on today’s discussion is Brian Feroldi, a Motley Fool healthcare writers who spent more than a decade working in the industry.
7/13/2016 • 18 minutes, 9 seconds
CG: Under Armour Doubles Down on Innovation With Its “Factory of the Future”
We welcome Seth McNew to detail his experience at the opening ceremony and tour of UA Lighthouse, the company’s newest manufacturing facility in Baltimore, which features some of the high-tech initiatives that Kevin Plank believes will lay the foundation for his company’s future success.
7/12/2016 • 18 minutes, 31 seconds
Financials: Why Is the Federal Reserve so Controversial?
Even though the Federal Reserve has been in existence for over a century, it remains a point of political contention. What is it about the Fed that makes it so controversial? And what does history tell us about the institution’s founding as well as its performance over the first century of its operation? Roger Lowenstein, author of America’s Bank, which tells the story of the Fed’s establishment, speaks to these issues on this week’s episode of Industry Focus: Financials. Check out Rocket Mortgage by Quicken Loans: http://www.quickenloans.com/fool
7/11/2016 • 28 minutes, 9 seconds
Tech: Swipe Right on Match?
We examine the online dating space and its market share leader, Match Group.
7/8/2016 • 21 minutes, 6 seconds
Energy: Is $80 the New $100 for Oil Producer Profitability?
The downturn in oil has forced companies to become even more efficient - and that means they require a lower oil price to make profits.
7/8/2016 • 17 minutes, 43 seconds
Healthcare: How Much Do Share Prices Matter In Big-Cap Biotech?
We compare Biogen's and Celgene's current valuations and consider what might be in store for Gilead Sciences now that its new hepatitis C drug is approved.
7/6/2016 • 18 minutes, 2 seconds
Tech: Revisited, All Its Cracked Up to P/E
We talk value investing in tech to follow up our P/E episode on growth investing. Analyst John Rotonti explains some key metrics he looks at and discusses a few companies he really likes in the tech space.
7/1/2016 • 27 minutes, 18 seconds
Energy: Is Volkswagen Stock a Buy After Its Diesel Scandal Settlement?
Volkswagen’s price tag to settle its emissions cheating scandal are now over $15 billion, but is it possible that the worst is behind the German auto maker?
6/30/2016 • 18 minutes, 13 seconds
Healthcare: Is Biopharma Immune To The Brexit?
Digesting how the U.K. decision to exit the EU could impact healthcare stocks here and abroad.
6/29/2016 • 19 minutes, 46 seconds
CG: A New Vision for Sin City from Steve Wynn and Other Las Vegas Moguls
Is Sin City losing its edge? Special guest Seth McNew gives us a firsthand account of the evolving economy and landscape in Las Vegas as companies look to opportunities outside the smoky casino floor.
6/28/2016 • 17 minutes, 28 seconds
Financials: Brexit, Bremain, Bregret -- A Mess and an Opportunity
Last week’s vote in the United Kingdom to separate from the European Union is the most important thing to happen on the global stage since the end of World War II, rivaling only China’s moves in the 1970s and 1980s to participate actively in the global economy. In this episode of Industry Focus: Financials, The Motley Fool’s John Maxfield and Gaby Lapera put the vote in historical perspective and explain why it has hit stock prices so hard. Then, Dan Caplinger and Gaby follow-up with investing strategies for the economic dip.
6/27/2016 • 35 minutes, 36 seconds
Tech: Our Interns Think Like Peter Lynch
We wrap up interns ask week with a question Peter Lynch would love and a discussion of how to "invest in what you know."
6/24/2016 • 18 minutes, 35 seconds
Energy: Do Rig Count Increases Mean Oil is Finally Turning Around?
Land rig counts that drill for oil & gas have risen 3 weeks in a row, is this the first sign of a turnaround in the sector?
6/23/2016 • 20 minutes, 38 seconds
Healthcare: Intern Invasion: Answering Their Questions On Healthcare Costs, Regulatory Risk, and M&A
Insurers can make or break drug developers, politicians can derail profits, and tax inversions are dead in the water -- should investors avoid healthcare stocks?
6/22/2016 • 16 minutes, 14 seconds
CG: Our Intern Asks About Orlando, Politics, and Their Effect on the Gun Industry
The theme for this week of Industry Focus brings Motley Fool’s summer interns into the studio to learn more about different industries and companies. Minashsha Lamisa wants to know: “What are the potential effects of the recent Orlando tragedy on the gun industry?”
6/21/2016 • 27 minutes, 17 seconds
Financials: The Interns Have Taken Over (With This Special Q&A Episode)
It’s interns week on the Motley Fool’s Industry Focus: Financials edition podcast, a special week when this summer’s most Foolish interns have the chance to pepper host Gaby Lapera and analyst Jay Jenkins with all the financial industry related questions they’ve been thinking but never had the chance to ask.
6/21/2016 • 26 minutes, 23 seconds
Tech: LinkedIn & Microsoft, Happily Ever After?
We run through Microsoft’s $26 billion purchase of LinkedIn, explain the details of the deal and whether or not it makes sense.
6/18/2016 • 20 minutes, 17 seconds
Healthcare: Diabetes Deep-Dive – What Investors Need To Know About This Devastating Disease
Explaining diabetes, its various treatment options, and what the future may have in store for this disease.
6/16/2016 • 22 minutes, 18 seconds
Energy: Do Detroit Automakers Have Low Valuations Because of the Imminent Massive Disruption?
Major U.S. automakers trade at historically low valuations despite huge sales success and spectacular profits. How can this be? The Motley Fool’s John Rosevear and Sean O’Reilly dive in.
6/16/2016 • 31 minutes, 46 seconds
CG: The Industry Focus Happy Hour Special
Coinciding nicely with National Bourbon Day, we look at the latest developments in the alcohol industry from a spin-off at Constellation Brands to the incredible growth of new “beer” categories and a controversial offering from SodaStream.
6/14/2016 • 29 minutes, 8 seconds
Financials: Everything You Should Know about Your Mutual Fund
There’s more to a fund than just its name. Here’s how to do deep due diligence into the mutual funds in your retirement account. For video highlights of our Fool Fest Digital Pass go to http://digitalpass.fool.com/focus
6/13/2016 • 31 minutes, 11 seconds
Tech: Ready Player One?
The video game industry is booming thanks to strong consumer demand, the rise of Esports, and the franchise extensions into other forms of media. Analyst David Kretzman joins us to talk about some trends to watch and his favorite company in the space.
6/10/2016 • 25 minutes, 1 second
Energy: Would You Invest in a SpaceX IPO?
Elon Musk’s pet project SpaceX is still a private company, but would you invest in it if the situation was otherwise?
6/9/2016 • 20 minutes, 53 seconds
Healthcare: Biotech Buzz: ASCO Winners and Losers and Biogen's Discouraging Failure
What cancer drug companies came out ahead at this weekend's ASCO conference and a closer look at Biogen's recent disappointment.
6/8/2016 • 18 minutes, 14 seconds
CG: Unicorns, Giants, and the Rideshare Industry
With massive, multi-billion dollar valuations, unicorn start-ups Uber and Lyft are locked in an intense, sometimes controversial, race to become the ride of choice for users all over the world. We look at the stories behind each company and how their expansion plans are pushing them into complementary industries like delivery and driverless cars, often with the help of industry incumbents.
6/7/2016 • 31 minutes, 16 seconds
Financials: Everything You Need to Know About IRAs (But Didn't Know to Ask)
Understanding the ins and outs of individual retirement accounts can give your retirement savings a jump-start.
6/6/2016 • 24 minutes, 6 seconds
Tech: All it’s Cracked Up to P/E?
We discuss the P/E ratio and what it implies. Premium analyst Simon Erickson joins the show to explain how some Fools’ mentality towards the metric is different than most investors.
6/3/2016 • 22 minutes, 6 seconds
Energy: Is This a Good Time to Buy Into the Beaten-Up Brazilian Oil?
Tune in to hear why Petrobras and Vale, two Brazilian energy companies that seem to be bottoming out, might not be worth the potential upside amidst seemingly endless corruption scandals. Also, our analysts look at the most important points from OPEC’s meeting this week, and why 2015 clocked the lowest level of oil finds we’ve seen in six decades.
6/3/2016 • 18 minutes, 38 seconds
Healthcare: Billionaires Are Buying Healthcare Stocks – Should You Follow In Their Footsteps?
Investing gurus are snapping up shares in healthcare companies, but investors should do their own research before buying too.
6/1/2016 • 18 minutes, 20 seconds
CG: Viacom Investors Left on the Sidelines in Redstone Family Drama
From mental competency hearings to billionaire family trusts and rebelling management, Viacom has become the stage for a very public, very ugly dispute between ailing media mogul Sumner Redstone, his daughter, and the company’s CEO and Board of Directors. But what about the company’s long-term business prospects?
5/31/2016 • 20 minutes, 15 seconds
Tech: How an iPhone Winds Up in Your Hands
This episode we go inside Apple’s supply chain, explain the contract manufacturing model that the company uses, and highlight a few manufacturers to show how many different pieces go into the iPhone.
5/27/2016 • 29 minutes, 16 seconds
Energy: What Investors Can Learn From the Lifecycle of a Barrel of Oil
It’s found in the ground and winds up in your gas tank – but who makes money making this process happen?
5/26/2016 • 17 minutes, 47 seconds
Healthcare: How To Invest In The Life Cycle Of A Drug
Walking investors through drug discovery, development, and approval and how to profit at each stage along the way.
5/25/2016 • 21 minutes, 34 seconds
CG: From the Farm to Your Dinner Table -- The Lifecycle of a Chipotle Burrito
For over 20 years, Chipotle has prided itself on fresh, quality ingredients sourced from only the best vendors – in other words, “food with integrity”. Asit Sharma joins Industry Focus to discuss the company’s suppliers, its high standards, and some of the growing pains Chipotle has encountered adapting its supply chain to work for over 2,000 restaurants.
5/24/2016 • 25 minutes, 38 seconds
Financials: The Most Important Financial Chart of the Past Century
How interest rates have shaped stocks and the economy since the Great Depression. If you want to understand the last century of finance, it helps to have a general idea about the trend in interest rates since the 1930s. Not only does this explain the spectacular bull market that began in 1982 and ended when the technology bubble burst in 2000, but it also helps one understand why and how the U.S. economy grew so rapidly during this stretch. In this episode of Industry Focus: Financials, The Motley Fool’s Gaby Lapera and John Maxfield kickoff lifecycle week by discussing how and why interest rates have gone full circle since the Great Depression.
5/23/2016 • 29 minutes, 25 seconds
Tech: Wearables Update & a Special Guest
Wearables industry expert and long-time fan of the Fool Ramon T. Llamas joins us to talk about his team’s work at IDC, what’s going on in the smartwatch and fitness wearables markets, and some trends to watch in the next couple quarters.
5/20/2016 • 27 minutes, 7 seconds
Energy: Why Royal Dutch Shell Probably Regrets its $70 billion BG Group Acquisition
Shell Oil is feeling the strain of its massive debt load, and just announced plans to do something about it.
5/19/2016 • 17 minutes, 2 seconds
Healthcare: Drawing Biopharma Concepts With A Crayon
Peter Lynch once said “never invest in any idea you can’t illustrate with a crayon.” Does that hold true in the highly scientific world of biopharma? Find out in this special edition of Industry Focus: Healthcare with Motley Fool healthcare analysts Kristine Harjes and Max Macaluso.
5/18/2016 • 16 minutes, 26 seconds
CG: How Retailers Manage the Delicate Balancing Act That Is Their Inventory
From the apparel industry to your local grocery store, metrics like inventory turnover can tell investors a lot about a company and its operations. But in the words of one of the most well-run retailers today, should management treat inventory as “fundamentally evil”?
5/17/2016 • 19 minutes, 14 seconds
Financials: Are Peer-to-Peer Lenders Running on “Borrowed” Time?
After a very difficult first quarter, it’s time to reevaluate the online marketplace model. On this Financials edition of The Motley Fool’s Industry Focus podcast, host Gaby Lapera and analyst Jay Jenkins go beyond the headlines in their discussion to explain why these problems are much more than a short term speed bump. How did these companies get to this low point? What will it take for them to turn it around? Is it ever a good idea to make puns about something as boring as banking? To find out the answers to these questions and more, listen now.
5/16/2016 • 23 minutes, 45 seconds
Tech: Yada Yada Yada Write-offs
Inspired by a Seinfeld clip, we dive into the topic of write-offs and the different forms they take. A special thanks to Audible for supporting our podcast. Listeners can get a free 30 day trial at audible.com/fool.
5/13/2016 • 16 minutes, 10 seconds
Energy: Does Tesla Deserve its Wild Valuation?
Tesla’s sky high valuation prices the company for perfection; is this warranted or should investors beware?
5/13/2016 • 22 minutes, 58 seconds
Healthcare: The Best Buys in Biopharma
GlaxoSmithKline takes on Pfizer and Biogen battles Celgene in this healthcare edition of Industry Focus.
5/11/2016 • 26 minutes, 33 seconds
CG: How To Take Advantage of Big Changes in the Online Streaming and Coffee Industries
Big changes are happening in the world of entertainment and coffee consumption, here’s how investors can position their portfolios.
5/10/2016 • 13 minutes, 8 seconds
Financials: Will Bank of America and Merrill Lynch Eventually Go Their Separate Ways?
There's reason to believe that they will. It's been nearly eight years since the financial crisis, yet Bank of America (NYSE: BAC) is still earning half as much money as it should be given its size. In this episode of Industry Focus: Financials, The Motley Fool's Gaby Lapera and John Maxfield discuss the role that Bank of America's 2008 purchase of Merrill Lynch plays in its subpar profitability. Thanks to Audible for supporting this episode. Get a free 30-day trial at audible.com/fool.
5/9/2016 • 22 minutes, 33 seconds
Tech: Stock Splits -- No Matter How You Slice It
We discuss stock splits, the strategy behind them, and why Facebook announced they were using C shares to offer investors a 3-to-1 split.
5/6/2016 • 18 minutes, 10 seconds
Energy: Tesla Motors Just Put its Growth Pedal to the Metal
If Tesla Motors plans for growth and its new Model 3 weren't ambitious enough, it now wants to make it all happen by 2018. Plus, earnings from Royal Dutch Shell, BHP Billiton & Vale's nightmare situation, and we dip into the mailbag.
5/5/2016 • 24 minutes, 55 seconds
Healthcare: Digging Into Disappointment. What Investors Need To Know About Sarepta and Gilead Sciences' "Bad News"
Discussing the details behind the
FDA's negative vote on Sarepta's DMD drug and Gilead Sciences'
sliding hepatitis C sales.
5/4/2016 • 19 minutes, 4 seconds
CG: Watch Out Disney, Comcast Expands Its Film Business With Dreamworks Acquisition
At $3.8 billion, Dreamworks founder and CEO Jeffrey Katzenberg
called the buyout “the deal I’d always hoped would come along.” But
after a major restructuring and string of box office
disappointments for the animation studio, is Comcast getting its
money’s worth?
5/3/2016 • 18 minutes, 38 seconds
Financials: Your 23-Minute Guide to Berkshire Hathaway's Annual Meeting
Berkshire Hathaway’s annual meeting is often referred to as
“Woodstock for capitalists.” Join us to learn why… from
someone who was there!
5/2/2016 • 22 minutes, 51 seconds
Tech: Apple – Then and Now
We call on old Industry Focus host Nathan Hamilton to run
through Apple’s recent earnings report and provide some perspective
on how the company has changed in the past year.
4/30/2016 • 29 minutes, 56 seconds
Energy: Looking Back on Energy’s Glory Days and Predicting the Future
What we got right and what we got incredibly wrong in our
predictions for the energy sector two years ago.
4/29/2016 • 23 minutes, 9 seconds
Healthcare: Does Healthcare’s Past Predict Its Future?
Some things never change – and in healthcare, we sometimes feel
like we’re talking about the same stuff year in and year out. Join
us as we cover some stories that were a big deal in 2014, check in
on how they’re going now, and predict some major trends in
2018.
4/28/2016 • 16 minutes, 6 seconds
CG: Throwback Special with Fast Food and Athleisure Wear
We welcome fellow Fool Mark Reeth this week to look back at some
of the top consumer and retail investing stories from his time
covering the industry.
4/26/2016 • 22 minutes, 48 seconds
Financials: 2 Years Later – Does the Thesis Hold?
Industry Focus: Financials gets in its time
machine to check in with David Hanson, one of the former hosts of
the show. Gaby Lapera and David chat about his investing
hypotheses for mega banks from two years ago and whether or not
they still hold up. Is everything different? Have things changed at
all? Tune in to find out.
4/25/2016 • 18 minutes, 30 seconds
Energy: Early Earnings Show Oil is Dominating More than Just Energy Companies
As companies start to report earnings, we take a look at some of the big themes from the energy, industrial manufacturing, and airlines sector. Plus, investors fight back against excessive CEO pay and whether you should be excited about the Saudi Aramco IPO on the New York Stock exchange
4/22/2016 • 27 minutes, 22 seconds
Tech: What Can You Learn From Technology’s Most Successful Investors?
Marc Andreessen and Peter Thiel are two of the most successful tech investors around; tune in to learn their secrets.
4/21/2016 • 22 minutes, 42 seconds
Healthcare: How The Scientific Method Can Make You A Better Investor
Make more profit-friendly decisions by developing a specific and repeatable process for evaluating stocks.
4/20/2016 • 19 minutes, 40 seconds
Winners and Losers Emerge Among Sporting Goods Retailers
The sporting goods industry has become the latest example of how competition and disruption are forcing everyone from big box chains to mom and pop stores to adapt to the new world order in retail.
4/19/2016 • 21 minutes, 12 seconds
Financials: The Good, The Bad, and The Ugly in Last Week’s Mega Bank Earnings Reports
Bank stocks are up, but only because the largest U.S. banks did less bad than Wall Street expected.
On this financials edition of the Motley Fool’s Industry Focus podcast, host Gaby Lapera and analyst Jay Jenkins try to make sense of the good, the bad, and the downright ugly first quarter numbers at the nation’s largest banks.
4/19/2016 • 21 minutes, 12 seconds
Tech: Capital Allocation
We swear capital allocation is sexy! On this episode we explain what it is, the different strategies businesses use for maximizing shareholder value, and profile two companies – one that has done a great job... and one that hasn’t.
4/16/2016 • 19 minutes, 18 seconds
Energy: Peabody Energy's Bankruptcy: It's More Than Just the Coal Market
Peabody Energy's Chapter 11 filing this week has led to many saying "it's the brutal coal market", but we take a look at why there is much more to the story. Plus: dividend cuts at National Oilwell Varco, Alcoa's earnings, and what's on our radar.
4/15/2016 • 27 minutes, 12 seconds
Healthcare's Future: Science Fiction or Science Fact
Intuitive Surgical's robotic surgery and Illumina's DNA sequencers are reshaping healthcare.
4/14/2016 • 20 minutes, 37 seconds
Consumer Goods: Hitting the Tables in Macau
The state of Macau in 2016: a look at how bad the regulations have hurt, and how a few companies are working to recover.
4/13/2016 • 24 minutes, 47 seconds
Financials: How to Be a Better Writer (and Investor)
Can improving your writing skills boost your investing returns?
4/11/2016 • 24 minutes, 14 seconds
Tech: Inside Google’s Self-Driving Car Project
On this episode we recap everything we know about Google’s self-driving car project.
4/8/2016 • 15 minutes, 34 seconds
Energy: Renewable Energy: The Royal Rumble of Investing
It is becoming more and more apparent that solar and wind energy is not only changing the way in which we produce power, it's completely upending the whole electricity industry. We take a deeper look at the nuances of investing in the renewable energy field. Plus, Halliburton's deal faces another hurdle and we celebrate national beer day.
4/7/2016 • 23 minutes, 17 seconds
Healthcare: Breaking Down Pfizer's Break-Up With Allergan
The ins-and-outs of Pfizer and Allergan's failed $160 billion merger.
4/6/2016 • 20 minutes, 45 seconds
CG: Management Shake-up at Walt Disney Leaves Investors on Edge
Thomas Staggs joined Disney 25 years ago and has left an impressive mark on the company in his various roles, including CFO and chairman of the Parks and Resorts segment. Just last year, he seemed to be a shoo-in for future CEO, but with his sudden resignation, the company and its investors must now grapple with renewed uncertainty as Bob Iger approaches his 2018 retirement.
4/5/2016 • 20 minutes, 35 seconds
Financials: Insurance: The Savings Account You'd Prefer not to Use
Insurance companies can be tremendous investments, if you know what to look for. Here’s the simple breakdown of a very complicated industry.
4/4/2016 • 22 minutes, 30 seconds
Tech: Unveiling Motley Fools Rush In
We unveil our newest product, Motley Fools Rush In and talk with the product manager Ilan Moscovitz. To show off the exciting new investment opportunities available to everyday individuals, we shine a spotlight on one of the platform’s first investment opportunities, Park Slope Pizza Society and chat with the owner Buddy Swole.
4/1/2016 • 20 minutes
Energy: What Happens when Big Oil Refuses to Hunt for Oil?
We dig into why oil companies haven't been able to replace their production with new reserves lately and the ripple effects it will have a cross the industry. Plus, Sean tests his knowledge of the American power industry with an energy quiz.
3/31/2016 • 26 minutes, 17 seconds
Consumer Goods: Cable’s Not Dead – Where Cable Companies Are Thriving
Here's how cable companies are thriving when customers are cutting their cords, and what you need to know about spectrum auctions.
3/30/2016 • 17 minutes, 10 seconds
Healthcare: Patent Palooza: One Patent Battle in Hep C, And Another Patent Brawl Brewing On Capitol Hill
Merck, Gilead Sciences, and Ionis get a verdict in their patent suit, and Congressmen call for a patent review of Medivation's Xtandi.
3/30/2016 • 21 minutes, 34 seconds
Financials: The History of Banking in America
It is no exaggeration to say that banks, and the credit they provide, grease the wheels of the American economy. But a look back at the last 150 years of banking reveals that the path hasn’t always been smooth for the nation’s leading lenders, including JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), and Citigroup (NYSE: C).
In this episode of Industry Focus: Financials, Gaby Lapera and John Maxfield trace this past back to the 1860s, when the modern American banking system was established to help the Union Army finance the Civil War.
3/28/2016 • 33 minutes, 6 seconds
Tech: Lessons Learned During February’s Dip
On this episode we reflect on the tough market conditions from earlier this year and some lessons we learned along the way.
3/26/2016 • 16 minutes, 50 seconds
Energy: Are Midstream Companies Greedy or Scared Right Now?
After a recent court decision that puts once sacred pipeline contracts, some contractors are looking to renegotiate more lenient terms. Plus, the trouble with LNG, another bump in the Halliburton-Baker Hughes merger, and answering mailbag questions.
3/24/2016 • 21 minutes, 49 seconds
Healthcare: These Two Stocks Are On Different Paths, But Both Remain Risky
The Motley Fool discusses how investors might want to think about Valeant Pharmaceuticals' share price tailspin and marijuana drugmaker GW Pharmaceuticals' skyrocketing valuation.
3/23/2016 • 19 minutes, 55 seconds
CG: Amazon Forges an Unlikely Partnership With the Cable Industry
In a surprising move to investors and customers alike, the “Amazon Cable Store” is officially here, offering television, Internet, and phone bundles from Comcast that feature the e-commerce leader’s simple ordering process and a dedicated customer service team.
Meanwhile, Under Armour finalizes its long-delayed stock split as we consider the implications for both current and future shareholders.
3/22/2016 • 18 minutes, 42 seconds
Financials: Is My Best Age to Take Social Security 62, 70, or Somewhere In Between?
Deciding what age to start getting benefits is a key decision in retirement, and finances are only part of the issue. Find out how to make the right decision for you.
3/21/2016 • 23 minutes, 58 seconds
Tech: “South By” Soundbites
Three interviews from our time on the ground in Austin at SXSW exploring how different businesses are thinking about virtual reality.
3/18/2016 • 27 minutes, 12 seconds
Energy: How Batteries Could Completely Upend the World of Energy
Steve Levine, author of The Powerhouse: Inside the Invention of a Battery to Save the World, joins us in studio to discuss the current status of batteries and the impact they could have on the energy market over the next 10-20 years.
3/17/2016 • 24 minutes, 55 seconds
Healthcare: How One Tech Company is Reimagining the Future of Healthcare
MuleSoft founder Ross Mason talks security, wearables, and electronic health records and lays out an optimistic prediction about the future of healthcare.
3/16/2016 • 18 minutes, 38 seconds
CG: The Motley Fools Talks Retail With One of the Industry’s Biggest Trade Groups
We welcome special guest Brian Dodge from the Retail Industry Leaders Association to share with us his view of some of the trends, challenges, and innovative opportunities that retail management teams are focused on in 2016 and beyond.
3/15/2016 • 22 minutes, 20 seconds
Financials: Looking for Small Bank Stocks in a Mega Bank World
Small bank investing requires a little extra work, but the benefits can pay off mightily.
Host Gaby Lapera and special guest Tim Hanson think that small banks are not only an interesting niche in the investing markets, but one very much worth your time. What makes these banks “small”? Why should an investor even bother with the effort of researching and investing in them? What are the advantageous, disadvantages, and common mistakes investors make when wading into these waters? What are the key checkboxes you must check off before clicking “buy”? The answers to these questions – and more – are right here in today’s financials edition of the Motley Fool’s Industry Focus podcast.
3/15/2016 • 24 minutes, 8 seconds
Tech: Apple and Tesla’s Big Upcoming News
Listen in to hear about the two new products Apple has announced, one nifty way the company is returning value to shareholders, and how Apple is performing in the detachables space.
Then, on the Tesla side of things: what we know about Tesla’s Model 3, how it’ll make electric cars far more accessible to the public than they have been, and what might come of a significantly increased number of EVs on the road.
3/12/2016 • 17 minutes, 29 seconds
Energy: Chevron Dives Into Shale While SolarCity Teams Up With Whole Foods
The Motley Fool’s Tayor Muckerman and Sean O’Reilly weigh in on recent production moves by oil giant Chevron and analyze the repercussions of a new partnership between SolarCity and Whole Foods.
3/10/2016 • 16 minutes, 17 seconds
Healthcare: 3 Big Risks Facing Biotech Stocks
The Motley Fool's Kristine Harjes and Todd Campbell discuss what trial failure, commercial failure, and patent expiration at Celldex, MannKind, and PDL BioPharma, respectively, teaches investors about managing risk in the industry.
3/9/2016 • 13 minutes, 45 seconds
CG: AMC Boosts Its Box Office Market Share With $1.1 Billion Buyout of Carmike Cinemas
Extending a wave of industry consolidation, the No. 2 and 4 theater operators in the U.S. will combine to create the largest theater chain in the country. The combined entity will have over 8,000 screens and 600 locations in 45 states. And in other news, stellar revenue growth may soon be a source of nostalgia for Shake Shack investors.
3/8/2016 • 19 minutes, 43 seconds
Financials: Why Negative Interest Rates (Probably) Won’t Hit the United States
Around the world, savers are grappling with negative interest rates. Here’s why negative interest rates are unlikely to hit American shores.
Years after the Great Financial Crisis, interest rates are heading even lower. From Japan to Germany, interest rates are so low that they’re negative -- that’s right, negative! Some investors are actually choosing to lose money by investing in government bonds.
But this week’s episode of Industry Focus: Financials has it all. Join us as The Motley Fool’s Gaby Lapera and Jordan Wathen discuss accounting ratios, negative interest rate policy, and why it’s so darn hard to make accurate predictions about the future.
3/7/2016 • 21 minutes, 41 seconds
Tech: SXSW Preview
Next week Fools will be on the ground in Austin for SXSW -- we run through three speakers we're excited to see and why.
3/4/2016 • 20 minutes, 59 seconds
Energy: An Adieu to Aubrey McClendon
We say goodbye to one of the nations pioneers and most controversial figures in America's shale revolution: Aubrey McClendon. Plus, a look at what Warren Buffet had to say about energy in his annual letter, ExxonMobil's big upcoming decisions, and we answer listener questions.
3/3/2016 • 19 minutes, 4 seconds
Healthcare: Are Companies Developing Zika Virus Treatments "Buys"?
The Zika Virus is a top healthcare concern globally, but investors might want to approach companies working on a Zika cure cautiously.
3/2/2016 • 20 minutes, 18 seconds
CG: Hilton Worldwide Announces Last Major REIT Spin-off; Lego Results Soar on Star Wars Mania
Hilton announced last week that it will be restructuring into three publicly traded entities, including one of the last REITs after Congress passed legislation in December barring the tax-free REIT spin-offs that had become popular with hotels, restaurants, and casinos. Meanwhile, Lego gets one step closer to the title of world’s largest toy company.
3/1/2016 • 18 minutes, 28 seconds
Financials: Why the Payments Industry Is Ripe for Disruption
Starting from the observation that the payments industry is dominated by the oligopoly of Visa, MasterCard and American Express, Gaby Lapera and John Maxfield talk about why it seems to be so prone to disruption.
2/29/2016 • 27 minutes, 16 seconds
Tech: Can LinkedIn Turn it Around?
Down over 35% since reporting earnings earlier this month, LinkedIn has some investors thinking about jumping ship. On this episode we break down the reasons for the dip and some growth drivers investors should keep an eye on.
2/27/2016 • 16 minutes, 51 seconds
Energy: Is It All Downhill For Energy?
To celebrate the energy sector’s 18th month of endemic misery, this week’s episode is all about the most ominous shadows looming on energy’s horizon.
Listen in to hear which three oil companies have done the worst in the last fiscal year; how a new court ruling in Nevada has put a serious wrench in SolarCity’s business model; how an upcoming filing by two defunct companies could set a seriously nasty precedent for the pipeline space; and, what may be oil’s biggest upcoming threat – electric cars.
2/26/2016 • 23 minutes, 35 seconds
Healthcare: Making Healthcare Great Again
Presidential candidates from both sides of the aisles have views on how they'll improve the healthcare system. In this episode of Industry Focus: Healthcare, Motley Fool's Kristine Harjes and Todd Campbell discuss the proposals and their potential impact on the sector.
2/24/2016 • 20 minutes, 22 seconds
CG: Deadpool and Autonomous Cars Revisited
We field listener questions this week. First, we learn about what $500 million of Deadpool box office receipts mean for Walt Disney. Then, we get into some gray area as we discuss the moral challenges governments and companies face as they try to put autonomous cars on the road.
2/23/2016 • 22 minutes, 54 seconds
Financials: Is 2016 the Year to Buy Mega-Bank Stocks?
In this episode of the Motley Fool’s Industry Focus: Financials podcast, host Gaby Lapera and analyst Jay Jenkins break down the forces driving big bank valuations today and try to read the tea leaves on where the market will push this industry next.
2/22/2016 • 23 minutes, 22 seconds
Tech: Get Ready For Ads on FB Messenger
Facebook announced plans to monetize its Messenger property beginning Q2 2016. We dig into the announcement, why investors should be happy, and why users shouldn’t be too worried about being overloaded by ads.
2/19/2016 • 18 minutes, 37 seconds
Energy: Is Warren Buffett's Stamp of Approval for Kinder Morgan a Good Sign for Investors?
The band is back together after a week off! This week, the energy team dives into the details of Berkshire Hathaway's purchase of Kinder Morgan and answer some listener questions about the move. Plus, dissecting the rumor mill about Saudi Arabia's production freeze and the woes of mining giants.
2/18/2016 • 19 minutes, 16 seconds
Healthcare: Have Ethics Become Passe in Biotech?
Motley Fool analysts discuss the challenges biotech companies face when they walk the fine line between patient centered medicine and profit.
2/17/2016 • 22 minutes, 12 seconds
CG: A New Superhero Movie Franchise Is Born
Over the long weekend, Deadpool set multiple box office records for Twenty-First Century Fox with over $280 million in global ticket sales. And after the movie, we treat listeners to dinner as we revisit 3G Capital and the latest results from Burger King and Tim Hortons.
2/16/2016 • 14 minutes, 43 seconds
Remix: How Tech Is Bringing Healthcare Into The 21st Century
Listen in to hear more about which two players are dominating the healthcare IT industry, how feasible it is to invest in the little guys, and what areas look most promising for data management companies.
2/13/2016 • 17 minutes, 25 seconds
Remix: New Age of Self-Driving Cars and 3D Printers Brings Together Industrial and Consumer Worlds
As society eagerly awaits the coming era of autonomous vehicles, automakers are working with regulators and technology companies to change how the consumers think about their commute. Meanwhile, the struggling 3D printing sector turns to new opportunities in the industrial sector.
2/12/2016 • 25 minutes, 4 seconds
Remix: How Tech Is Helping Healthcare Providers
Fitbit might be able to give insurance providers a treasure trove of data, and cybersecurity firms like FireEye will help them protect it.
2/11/2016 • 19 minutes, 26 seconds
Remix: CG and Financials Join Forces to Cover Retailer Credit Cards and the Housing Market
On this special episode of Industry Refocus, we welcome Gaby from the Financials team to break down credit cards and the billions of dollars retailers are generating from their brand-specific credit offerings. She also has an update for the housing market and mortgages.
2/9/2016 • 18 minutes, 1 second
Mash Up Week: Industrials & Finance Talk Captive Finance Companies
We're mixing things up this week on Industry Focus with some cross sector topics.
To kick it off, Tyler Crowe of the Energy & Industrials team joins Gaby for the Finance show to talk about how captive finance companies fit into the role of a industrial manufacturer and the challenges they can present for a company.
2/8/2016 • 24 minutes, 42 seconds
Tech: Everything You Always Wanted to Know, But Were Afraid to Ask
ADR’s, goodwill and fiscal years are explained as we run through some listener questions.
2/6/2016 • 22 minutes, 32 seconds
Energy: Big Oil's Earnings Are Starting to Take on Water
We take a look at the less than impressive earnings from the integrated majors and ConocoPhillips' decision to cut its "sacred" dividend. Plus, what can an NBA finals game teach you about investing?
2/4/2016 • 22 minutes, 20 seconds
Healthcare: Grading Gilead Sciences Performance in 2015
Do Gilead Sciences financials deserve high honors? Motley Fool analysts review Gilead Sciences' earnings report to find out.
2/3/2016 • 20 minutes, 3 seconds
Consumer Goods: Chipotle Faces Tough Task of Winning Back Diners and Investors; Luxury Retailers Surge on Upbeat Results
The CDC has cleared Chipotle just as it prepares to announce full-year 2015 results and new food safety initiatives at a company-wide meeting in Denver. Meanwhile, Coach and Michael Kors bucked the negative trends ailing much of the retail sector during the crucial holiday shopping season.
2/2/2016 • 14 minutes, 52 seconds
Financials: A Rundown of Readers Questions on Everything Financial
From a discussion of peer-to-peer lending to a deep dive into why companies are added to and removed from the S&P 500, as well as many things in between.
2/2/2016 • 34 minutes, 44 seconds
Tech: Taking a Bite Out of Apple and Amazon’s Earnings
Two tech giants announced earnings this week. We run through the numbers and conference calls for Apple and Amazon and explain what investors need to know.
1/29/2016 • 21 minutes, 23 seconds
Energy: What We Can Learn from Earnings this Quarter
Earnings are starting to trickle in for energy industrial stocks, so we discuss the three stocks that interest us the most and the themes we're focused on this quarter. Plus, we dip into the mailbag for a reader question.
1/28/2016 • 22 minutes, 46 seconds
Healthcare: Johnson & Johnson's Results Include A Healthy Dose of Asterisks
Motley Fool's Kristine Harjes and Todd Campbell distill J&J's financials and discover that there's more to the story than the headline numbers suggest.
1/28/2016 • 17 minutes, 49 seconds
CG: The Snowmageddon 2016 Edition
From empty grocery store shelves to cold weather apparel sales, we take a Foolish look at the impact of winter storm Jonas on retailers. Also, Coach shares soar after breaking out of a multi-year streak of declining sales.
1/26/2016 • 14 minutes, 44 seconds
Tech: How the FANG’s are Tackling India
India is viewed as one of the most appealing markets for big tech firms, but it doesn’t come without challenges. On today's episode we run through some of the issues and how tech companies have found creative solutions around them.
1/22/2016 • 21 minutes, 28 seconds
Energy: An Interview with Distribution NOW CEO Robert Workman
The oil market has been on a wild ride lately, and all of these stock movements can make us forget that we're investing in companies. So today we're getting up close and personal with Distribution NOW CEO Robert Workman.
1/21/2016 • 28 minutes, 54 seconds
Healthcare: Winners Exiting The Super Bowl of Healthcare Conferences
Highlighting the major investing take-away's from this years J.P. Morgan Healthcare Conference.
1/21/2016 • 17 minutes, 40 seconds
CG: Industry Focus Welcomes Motley Fool Co-Founder David Gardner
Three Fools sit down to discuss their latest views on Chipotle, Take-Two Interactive, Taser, and more.
1/19/2016 • 30 minutes, 28 seconds
Financials: BDCS as Easy as 123 (Except Not. At All.)
A deep dive into business development companies
1/18/2016 • 20 minutes, 46 seconds
Tech: Big Tech Says Let Me Upgrade-Ya!
We dig into declining growth rates in smartphone and PC shipments and try to identify the culprits.
1/15/2016 • 20 minutes, 22 seconds
Oil Companies in Freefall While SUV Sales Surge
The Motley Fool’s Tyler Crowe, Taylor Muckerman, and Sean O’Reilly discuss oil’s fall to $30 and its ramifications for the rest of the economy – particularly car sales.
1/14/2016 • 18 minutes, 20 seconds
Healthcare: 3D bioprinting, wearables, and more from CES
Special guest David Kretzman talks CES highlights and fitting healthcare into a portfolio. See supernovaradio.fool.com for more!
1/13/2016 • 19 minutes, 19 seconds
CG: Under Armour and Macy’s Grapple With Long-term Challenges; Starbucks Doubles Down on China
Macy’s is off to a strong start in 2016 as investors applaud its efforts to close underperforming stores and reduce expenses, while Under Armour continues its months-long slide, shedding 6.7% on Monday following the release of a bearish research report. And Starbucks CEO Howard Schultz reaffirms his excitement around opportunities in China.
1/12/2016 • 23 minutes, 22 seconds
Financials: Tim Leigh Visits the Fool
What investing in real estate can teach you about investing in stocks
1/11/2016 • 18 minutes, 7 seconds
Tech: CES 2016 – What Happens In Vegas Makes Moves in the Market
A shakeup in the wearables space and big news from Netflix are two stories making headlines so far this year at the Consumer Electronics Show in Las Vegas – we explain what’s up and what each item means for investors.
1/8/2016 • 22 minutes, 22 seconds
Energy: It's a Mad, Mad, Mad, Mad Oil Market
The oil market has started off 2016 on a wild ride. So we do a quick rundown of the reasons why investors are in such a panic about oil prices this time. Plus, we look at surging SUV sales and Carl Icahn's Christmas gifts.
1/8/2016 • 16 minutes, 46 seconds
Healthcare: How To Evaluate Healthcare M&A Deals
On this episode, Motley Fool analysts explain how to break down biotech mergers and acquisitions.
1/6/2016 • 19 minutes, 31 seconds
Consumer Goods: Gun Stocks Buck the Trend and Welcome 2016 With a Cheer
While global economic and political uncertainty rattles markets in the New Year, gun makers see their shares surge on executive orders from President Obama.
1/6/2016 • 16 minutes, 44 seconds
Financials: The Future of Payments with Jason Oxman, CEO at Electronic Transactions Association
Let's kick off 2016 with a very special interview! The CEO of Electronic Transactions Association – Jason Oxman – joins us to talk about the history, the inner workings, and the future of the payment industry.
1/5/2016 • 31 minutes, 46 seconds
Energy: Are 2016’s Prospects Any Better than 2015’s?
2015 was a rough year for energy, filled with drama, uncertainty, and rough, rough performances across the board.
In this episode of Industry Focus: Energy, Sean O’Reilly, Taylor Muckerman, and Tyler Crowe throw around their ideas about how the sector looks in for 2016. Can oil bounce back? Can coal? Natural gas? What companies need to get their act together, and who’s been on their game throughout last year? How much should we worry about OPEC cornering the market, and what other factors might affect the price of oil?
Listen in to hear their takes on these issues and more.
1/1/2016 • 24 minutes, 21 seconds
Healthcare: Two Truths And A Lie
Tune in for a fun episode, where we adapt the popular game to the healthcare industry.
12/30/2015 • 15 minutes, 11 seconds
Financials: Protect Yourself From Identity Theft
How it happens, how to prevent it, and what to do if it's already happened.
12/28/2015 • 18 minutes, 21 seconds
Energy: 2015 Year in Review
It's a good time to think back on this year’s highs and lows in the energy sector – or, the lows and lowers.
On this very special episode, our energy team compare their fantasy-energy-draft portfolios, some of the most dramatic and unexpected news stories that played out this year from Kinder Morgan’s soap opera to the U.S. export sanction shift, just how accurate predictions from earlier this year turned out to be, and what everyone’s learned from investing in and following this troubled sector this year.
12/25/2015 • 18 minutes, 44 seconds
Healthcare: Who's Ready for Investment Stocking Stuffers?
We're talking about stocks that investors might like to wake up owning on Christmas morning.
12/24/2015 • 18 minutes, 53 seconds
Consumer Goods: Where Did Youngsters Spend Their Money in 2015
What Walt Disney, Netflix, and Boston Beer investors can learn from young generation's spending habits.
12/23/2015 • 15 minutes, 17 seconds
Financials: The Best and Worst Financial Advice You Just Keep Hearing
Well-meaning family and friends might tell one of these very nuggets over the holidays – do you know which ones to seriously consider?
12/22/2015 • 21 minutes, 35 seconds
Tech: Re-Gifting Old Podcast Stories
Updates on Google’s EC issues and the CRB’s Web IV ruling and its impact on Pandora for the final tech show of 2015.
12/19/2015 • 18 minutes, 21 seconds
Energy: Christmas Comes Early for the Solar Industry
After securing an extension of the investment tax credit, things are looking awfully bright for the solar industry. Plus, Federal Reserve Interest Rate hikes, lifting oil export ban, and more troubled oil producers, oh my!
12/19/2015 • 23 minutes, 16 seconds
Healthcare: Is M&A The New R&D?
There were a record number of healthcare deals in 2015. Here are some of our favorites.
12/18/2015 • 18 minutes, 1 second
Consumer Goods: Newell Rubbermaid and Jarden Join Forces to Create a Massive Portfolio of Household Brands
M&A activity continues to pick up in the consumer goods sector with this $15 billion deal.
12/15/2015 • 20 minutes, 27 seconds
Financials: Procrastinating Gift Buyers, Rejoice! 4 Book Ideas for the Holiday Season
Knowledge is a gift that will last forever. Here are four of our favorite investing books for you to read or give to a loved one.
12/14/2015 • 14 minutes, 17 seconds
Tech: M&A Chatter – Don’t Believe the Hype
GoPro jumped this week after one analyst suggested Apple scoop it up with some of the cash it has sitting around. What should investors make of this news and M&A chatter in general?
12/11/2015 • 20 minutes, 52 seconds
Energy: What’s Been Happening in the Energy World this Past Week
This week’s OPEC meetings ended with shockingly few changes or agreements, Kinder Morgan dramatically cut its dividend, and two of the world’s biggest chemical companies are merging in a way that may or may not set off regulatory alarm bells.
12/11/2015 • 20 minutes, 43 seconds
Healthcare: Balance Sheet Brawl: Pfizer Vs. Bristol-Myers Squibb
Digging into the balance sheet of two drugmaking powerhouses to see which may be a better investment.
12/9/2015 • 17 minutes, 43 seconds
Consumer Goods: Keurig Green Mountain Jumps Over 70% on Buyout News
An international coffee conglomerate adds Keurig to its portfolio for $13.9 billion. And at Amazon, its Prime TV service just got even better.
12/8/2015 • 19 minutes, 27 seconds
Financials: Awesome Adaptation
In a rapidly changing environment, here's how a company's adaptability affects their survival.
12/8/2015 • 18 minutes, 47 seconds
Tech: Wearables Data Update, Samsung and Apple Play Nice (Sort of)
Breaking down IDC wearables shipment data – a look at the winners, losers, and trends in the space. Also, an explanation on how Apple and Samsung decided to bury the patent hatchet just in time for the holidays.
12/4/2015 • 20 minutes, 20 seconds
The Future of Energy: Fossil Fuels, Electric Vehicles, and Alternative
With the Paris climate talks in full swing, here’s a look at what lies ahead for this rapidly-changing sector.
Application for our summer 2016 internships is officially open! Check out all our openings at Careers.Fool.com
12/4/2015 • 15 minutes, 33 seconds
Healthcare: Top 3 Drug Approvals of 2015
This episode we're highlighting what we think are the most significant, needle-moving drugs to hit the market this year.
12/2/2015 • 21 minutes, 18 seconds
As Cord Cutting Takes Hold, Disney Investors Must Face Their Biggest Challenge Yet
Disney’s biggest cash cow is in danger as subscriber losses at ESPN accelerate. Will the other businesses be able to fill the void?
12/1/2015 • 21 minutes, 28 seconds
A Potpourri of Financial News and Advice
We hope you had a happy Thanksgiving! Here's a grab bag episode on Wells Fargo's sales tactics, the state of the housing market, and an end-of-year to-do list for your investment accounts.
11/30/2015 • 18 minutes, 55 seconds
Giving Thanks: Healthcare and Beyond
This holiday, we’re thankful for innovation, passion, and greater purpose in the healthcare sector.
11/25/2015 • 12 minutes, 36 seconds
Consumer Goods: Everything You Need to Know About Black Friday
From its origins to present day, we dive into this annual tradition and its impact on the retail industry.
11/24/2015 • 17 minutes, 37 seconds
Financials: The Importance of Financial Literacy
On this episode we talk about what 13Fs are, shorting stocks, and a Gallup poll about how well do ordinary people understand the basics of their own finances.
11/24/2015 • 17 minutes, 49 seconds
Tech Dividends: Finding Yields That are For Real
We tackle how new investors should think about buying stocks, what to look for in potential dividend investments, and cover mistakes some investors make by focusing on the wrong metric.
To find out our picks for the top dividend stocks in 2016, check out dividends.fool.com.
11/21/2015 • 18 minutes, 55 seconds
Energy: The Ins and Outs of Commodity Dividends
Continuing with our dividend week theme, we take a deeper dive into why its so much more difficult for energy and materials companies to maintain dividends and what investors should look for in a dividend stock that deals in commodities.
To find out our picks for the top dividend stocks in 2016, check out dividends.fool.com.
11/20/2015 • 16 minutes, 10 seconds
Diagnosing Dividend-Paying Healthcare Stocks
Understanding the anatomy of great dividend paying healthcare stocks, including what to look for and what to avoid.
For our best dividend stock ideas, go to dividends.fool.com.
11/18/2015 • 15 minutes, 46 seconds
Consumer Goods: Why Macy's Is a Great Retail Income Stock
Retailers have sold off and that’s good news for income investors, particularly those willing to take a close look at department store operator Macy’s.
For our best dividend stock ideas, go to dividends.fool.com.
11/17/2015 • 13 minutes, 34 seconds
Financials: Dividend Week Introduction
It's Dividend Week on Industry Focus and today we learn about dividend stocks in general and in the financial industry in particular.
For our best dividend stock ideas, go to dividends.fool.com.
11/17/2015 • 19 minutes, 12 seconds
Beat-Up Tech Stocks: Pandora, FireEye and HP
Following earnings, several big name tech stocks took a beating. We discuss Pandora, FireEye and HP and see what's caused their dips and debate whether they can earn their way back to "buy" status.
11/14/2015 • 21 minutes, 43 seconds
Energy Defaults are Coming, But This Time We're Serious
Oil's low prices have stuck around much longer than so many originally thought. Now, more than a year later, we're starting to see companies buckle under the pressure. Our energy team looks at the implications and the lesson to learn from these companies' demise.
11/13/2015 • 21 minutes, 57 seconds
This Week in Healthcare: Exelixis Nets a Win and Colorado Takes Aim at Health Insurers
Exelixis has a newly approved melanoma drug hitting the market soon and Colorado voters will weigh in on universal healthcare in 2016.
11/12/2015 • 16 minutes, 11 seconds
Consumer Goods: What Investors Need to Know When Struggling Retailers Report Q3 Results
Traditional apparel retailers like Macy’s and Nordstrom have limped through 2015. What is driving weakness in the sector, and what should investors watch in the latest quarter?
11/11/2015 • 19 minutes, 2 seconds
Financials: Two New York Banks and One Flighty CEO
Tune in for discussions on the NYCB-Astoria Financial merger, New York Mellon Bank, and whether or not CEOs should live near HQ.
11/10/2015 • 21 minutes, 14 seconds
Facebook Earnings: Mobile, Mobile, Mobile
On this episode we talk earnings numbers, some cool stats from the conference call and check in on Facebook’s other big internet properties.
11/7/2015 • 19 minutes, 53 seconds
What Do Energy Industry Earnings Mean for Your Portfolio?
Energy results are as diverse as the industry itself, and Motley Fool’s Tyler Crowe, Taylor Muckerman and Sean O’Reilly weigh in.
11/7/2015 • 19 minutes, 35 seconds
Healthcare: What To Watch in 2016 with Marijuana and Hepatitis C
Motley Fools dig into recent announcements that could impact the marijuana and hepatitis C markets next year.
11/4/2015 • 21 minutes, 57 seconds
Technology: Apple Earnings are Far From Spooky
On this episode we dig into Apple’s record-setting quarter, explain why the market shouldn’t have been surprised, and figure out what segments fueled the company’s great top and bottom line growth.
10/31/2015 • 16 minutes, 56 seconds
Energy: Why Did Shell Throw in the Towel on the Canadian Oil Sands?
Oil sands are becoming more common in the energy sector, and with the amount of work it takes to clean these sands, it's no wonder the cost is so high. Shell not only dropped out of the Arctic after building up all the hype, but now they're letting go of oil sands projects, citing the company's business structure as the problem.
All the while, a "cash crunch" is enveloping the Fab Four in the oil and gas sector, but although these numbers are huge to a layperson, their cash reserves seem to be singing a different tune.
10/30/2015 • 12 minutes, 54 seconds
Healthcare: Walgreens Shows its Hand, Scoops Up Rite Aid
This week we're discussing Walgreens acquiring Rite Aid. Did this retail pharmacy giant play its cards right? Does an overlapping footprint mean the two retail pharmacies will step on each other’s toes? Tune in to find some answers.
10/28/2015 • 18 minutes, 8 seconds
Consumer Goods: Wal-Mart Takes Aim at Amazon’s Delivery Drones
As the king of retail recognizes its growing reliance on online sales, the company plans to experiment with drones to beat Amazon at its own game.
On this episode we also learn how Cheesecake Factory serves up continued success, we preview Buffalo Wild Wings' earnings release and discover a retailer who says "no" to the Black Friday shopping craze.
10/28/2015 • 17 minutes, 25 seconds
Financials: Understanding Competitive Advantage
"Competitive Advantage" is the book where economy guru Michael Porter outlines the way to review, research, and plan when assessing an industry for a potential investment.
With big names investors such as Warren Buffett using competitive advantage as a guideline prior to investing, it's quite obvious that success is found when these tools are used.
10/27/2015 • 19 minutes, 11 seconds
Tech Earnings: Amazon and Google Go Bonkers
Google and Amazon both had impressive earnings releases this week and the market sent both stocks up 10% after hours. On this episode of Industry Focus we walk through the numbers and see what segments drove growth for each company.
10/23/2015 • 21 minutes, 38 seconds
Energy: What Does the Commodity Crash of 2015 Mean for Your Portfolio?
Glencore is known as a giant in the commodities sector, but their recent bout of bond needs has left investors fearing the worst outcome for the company.
Meanwhile, Petrobras is trying to save face as Brazilian currency takes a dive, and Tyler has a favorite stock, Enterprise Products Partners; but there's a fun fact behind this company that might have you jumping on the investment train as well.
10/23/2015 • 19 minutes, 20 seconds
Reshaping the Patient Healthcare Experience
Our guest Michael O’Neil, CEO of GetWellNetwork, shares how his company is boosting outcomes and improving experience through patient engagement.
10/21/2015 • 15 minutes, 23 seconds
Consumer Goods: Investors Turn Bullish on Major Announcements from Yum! Brands and Weight Watchers
From a division spin-off to a major celebrity partnership, investors are buying up shares of these consumer goods companies with the hope that they have found the solution to years of underperformance.
10/20/2015 • 14 minutes, 21 seconds
Bank Earnings: Q3 2015
On today's episode we take a look at the performance of a few "too big to fail" banks in the most recent quarter.
10/19/2015 • 14 minutes, 17 seconds
Technology: Dude, You’re Getting a $67 Billion Buyout
Dell’s $67 billion purchase of EMC stands to be the largest acquisition in tech history, but will we look back in a few years and say it was money well spent?
10/17/2015 • 15 minutes, 26 seconds
Peak Negativity: The Cycle of Oil and its Relationship with Renewables
Job cuts have begun for some oil companies as they attempt to bring margins to a normalized number. And as stock prices drop for oil, renewable energies seem to have little to no relation with these numbers.
On this episode, our analysts will tell you what they'll be looking for over the next month as earnings are announced for the energy sector.
10/16/2015 • 16 minutes, 58 seconds
Clinton And Sanders Face-Off On Healthcare: What It Means To Investors
Both democratic front-runners have outlined healthcare reform that could impact healthcare stocks, so let's learn more about their plans and the companies that could be affected.
10/14/2015 • 20 minutes, 3 seconds
AB InBev and SABMiller: What Investors Need to Know About One of the Biggest Deals in History
Following a publicized and contentious month-long courtship, the No. 1 and No. 2 brewers are combining to create a massive entity controlling 30% of the global beer market.
Anheuser-Busch InBev and SABMiller expect to realize billions of dollars in synergies and a worldwide reach, but the combined entity still needs to clear regulatory hurdles and manage a ballooning debt balance before the union is official.
10/13/2015 • 19 minutes, 56 seconds
Financials: What Do Alien Abductions and Cats Have in Common?
Welcome to not your typical financials podcast!
10/12/2015 • 14 minutes, 7 seconds
Technology: Pandora Remixes Its Business
Earlier this week, Pandora announced it had acquired Ticketfly, an online ticketing company, for $450 million. Does the move make sense, and what should investors think of the company moving forward?
10/9/2015 • 15 minutes, 52 seconds
Energy: The Return of Rising Oil Prices Has Wall Street in a Tizzy
After several straight days of big oil price gains, are energy stocks headed back on the right track. Plus, a Challenge to Warren Buffett's energy empire and the state of energy M&A.
10/9/2015 • 21 minutes, 6 seconds
Breaking Down Biotech's Bloodbath: Which Companies To Buy
Biotech stocks may have fallen sharply in the past few months, but that doesn't mean that everyone of them should be avoided. In this episode, we uncork some of our best ideas for investors to buy.
10/7/2015 • 17 minutes, 39 seconds
Consumer Goods: What McDonald’s, Anheuser-Busch and PepsiCo Investors Need to Know This Week
We cover all-day breakfast, massive M&A deals, and standout earnings on this episode of Industry Focus.
10/6/2015 • 19 minutes, 57 seconds
Financials: Let's Talk REITs
On today's episode we're exploring the companies behind the acronym.
10/6/2015 • 16 minutes, 57 seconds
Technology: Apple’s iOS 9 Ad Blocking: Winners and Losers
On this episode we break down Apple’s controversial decision to allow content blocking in iOS9 – who does it hurt most, why users should love it and how you can get enable it on your device?
10/2/2015 • 16 minutes, 54 seconds
Energy: The Brilliant (and Not So Brilliant) Moves in Commodities This Week
From Glencore's debt scares to Shell's Arctic drilling debacle, the energy guys at Industry Focus take a look at some of the big moves from energy and commodities companies this past week.
10/1/2015 • 24 minutes, 36 seconds
Healthcare's Trick or Treat's: What We're Watching in October
The highly anticipated switch over to ICD-10 medical coding kicks October off and a FDA decision later in the month could move the needle at Shire Plc.
9/30/2015 • 17 minutes, 10 seconds
Consumer Goods: Reynolds American, Keurig, and Comcast Move to Shore Up Future Opportunities
A major product launch and multi-billion dollar deals color this episode of Industry Focus.
9/29/2015 • 15 minutes, 43 seconds
Financials: Get Pumped (and Educated) About Bank Earnings
Earnings season is coming up. Are you ready?
9/28/2015 • 10 minutes, 3 seconds
Technology: Virtual Reality Update – What Are the Big Tech Players Up To?
It’s tough to stay up to date on VR news -- in hardware, Samsung recently unveiled its update to its Gear VR headset, while loose details about a consumer-ready Oculus Rift circulate. Facebook is starting to feature immersed video content while Google is interested in being behind the camera (so to speak).
On this episode, Motley Fool’s Dylan Lewis and Sean O’Reilly break down who is doing what in virtual reality.
9/25/2015 • 19 minutes, 1 second
Energy: The Day Oil Producers Fear the Most is Approaching Fast
Pretty soon, oil producers will need to show bankers that they are still worthy of borrowing money. So our energy guys take a look at what this could mean for companies. Plus, another mailbag question and Big Oil is turning into Big Renewables?
9/24/2015 • 18 minutes, 10 seconds
Healthcare: Why Drugmakers Are Shaking In Their Boots
The Motley Fool highlights potential winners and losers in Hillary Clinton's proposed plan to curb soaring drug prices.
9/23/2015 • 18 minutes, 29 seconds
Consumer Goods: What Netflix, Groupon, Disney, and Pandora Investors Missed This Week
From streaming video and music to virtual reality and more, we round-up the latest stories from the consumer goods sector.
9/22/2015 • 17 minutes, 57 seconds
Financials: Banking News Roundup
Listen in as we discuss Bank of America’s upcoming vote on Brian Moynihan role, the Fed doing nothing, and the current state of the US economy.
9/21/2015 • 18 minutes, 29 seconds
Technology: From Russia with Anti-Trust Allegations
Google is under fire from Russian authorities over competitive issues and the European Union isn’t far behind. Meet the competitor that sounded the horn and learn how the decision from Russia, expected to be finalized next week, could set up Google for a tough battle in Europe.
9/18/2015 • 12 minutes, 34 seconds
Energy: We Will See Oil Production Slow Down... Eventually
It appears that the seeds of a slowdown in oil production have been planted, so Sean, Tyler, and Taylor sit down and discuss when those seeds will start to bear fruit.
Plus, we dip into the mailbag and Sean gets to ask a "what's puzzling me" question.
9/17/2015 • 19 minutes, 10 seconds
Healthcare Goes Hi-Tech
Growing use of healthcare IT offers plenty of investing opportunity, but challenges remain and that makes picking the right healthcare IT stock to buy important.
9/16/2015 • 17 minutes
Consumer Goods: Sirius XM Defies Short Sellers to Thrive in World of Online Streaming
Despite being one of the most heavily shorted companies trading on the NASDAQ Composite, Sirius XM has proven satellite radio is here to stay as it launches new growth initiatives to shore up its long-term future with connected cars and SXM17. And in the world of beer, MillerCoors is feeling the pressure from increasing craft beer sales as it closes one of its eight U.S. breweries.
9/15/2015 • 19 minutes, 44 seconds
Financials: Solving for Social Security
A primer on Social Security’s current funding situation and how it may affect you.
9/14/2015 • 15 minutes, 24 seconds
Technology: Apple Re-Cap – What To Make of the iPhone 6s, iPad Pro, and Apple TV
Christmas morning finally came for investors eager to set their eyes on the latest Apple gadgets – the company unveiled its updates for the iPhone and Apple TV lines and showed off the highly anticipated iPad Pro in its event earlier this week. What new features do these products boast and how do they fit into the market place?
9/11/2015 • 17 minutes, 5 seconds
Energy: What is Your Fantasy Lineup of Energy Stocks?
While everyone else is getting ready for football season, Sean, Tyler and Taylor are drafting energy stocks this week with our first ever energy stock fantasy draft.
9/10/2015 • 21 minutes
Healthcare: Do This, Not That – How To Invest In Healthcare's Biggest Trends
The diabetes pandemic and medical marijuana are two of the healthcare's biggest trends, but not all diabetes or marijuana stocks are likely to succeed. The Motley Fool's Kristine Harjes and Todd Campbell explain what you need to consider before investing in these growing markets.
9/9/2015 • 18 minutes, 52 seconds
Consumer Goods: Keurig Green Mountain and Skullcandy -- Should You Invest in These Beaten Down Stocks?
Following the underwhelming debut of its Keurig 2.0, Keurig Green Mountain has pegged its future success to the Kold beverage system.
Meanwhile, Skullcandy moves forward with its expansion efforts as its multi-year turnaround seemingly takes hold. With both stocks suffering significant losses year-to-date, is this the right time for investors to buy?
9/8/2015 • 20 minutes, 5 seconds
Technology: Beat Up Tech Stocks – Do They Belong On Your Watchlist?
While the broader market has begun to stabilize after macro concerns pushed down stocks the past two weeks, there are still several tech companies that have yet to rebound, thanks to some idiosyncratic concerns. Are these companies bargains for a reason, or do they belong on your watchlist?
9/4/2015 • 15 minutes, 49 seconds
Energy: How to Survive Oil's Wild Ride
On this energy edition of Industry Focus we take a look at what's going on with oil prices, how its impacting producers, and what investors can do about it.
9/4/2015 • 14 minutes, 49 seconds
Healthcare: Bursting Biotechs -- Are These Stocks Buys?
Motley Fool's Kristine Harjes and Todd Campbell discuss whether investors ought to be buying 3 of biotech's worst performing stocks over the past month.
9/2/2015 • 21 minutes, 9 seconds
Consumer Goods: Netflix Strategy Changing Course as It Gives Up Major Hollywood Titles
After years of building its subscriber base with a vast library of content, Netflix is making a risky bet that will see it lose thousands of popular movies in favor of exclusive titles. Is the company making another Qwikster-like mistake or preparing itself for a bright, new future?
9/1/2015 • 17 minutes, 16 seconds
Financials: 15 Minutes of Corporate Culture
Should an intangible quality like corporate culture affect how you invest?
8/31/2015 • 14 minutes, 30 seconds
Tech News: Facebook Previews “M” and Fitbit Takes a Tumble
Facebook has entered the personal assistant space, announcing testing has begun on “M,” a new digital helper nested in their Messenger app -- what does it say about the company’s plans to monetize Messenger and WhatsApp? In other tech news, new data from IDC shows Apple and Xiaomi are catching up to wearables leader Fitbit. Is the recently public company about to get pinched?
8/28/2015 • 15 minutes, 54 seconds
Manic Markets: Healthcare Bargains Worth Buying
In the midst of popping and dropping markets, the Motley Fool's Kristine Harjes and contributor Todd Campbell tackle what healthcare stocks investors can buy.
8/26/2015 • 14 minutes, 14 seconds
Consumer Goods: The Sky Is Not Falling -- Understanding This Week’s Market Volatility
Major indexes all over the world have suffered some of their steepest losses since the financial crisis over the past week. Smart investors, however, should sit tight.
8/25/2015 • 17 minutes, 7 seconds
Market’s Manic Monday; Or, How I Learned to Stop Worrying and Love Long-Term Investing
Inevitable market corrections can be great opportunities. Learn how on today's Industry Focus, financials edition.
8/24/2015 • 13 minutes, 12 seconds
Technology: Cyber Leaks Are On The Rise – Are You Safe?
Over 30 million users from the popular online dating site have had their information leaked after Ashley Madison was hit by a cyberattack. Given the nature of the site’s business, its data breach has been widely reported on, but how does it compare to some of the biggest corporate data breaches in history and how can other companies prevent it from happening to them?
8/21/2015 • 14 minutes, 2 seconds
Energy: If You Own Energy Stocks, Should You Be Panicking Today?
This week we dip into the mailbag to answer questions from our listeners; covering topics from natural gas vehicles, oil services sustainability, and sinking solar stocks.
8/20/2015 • 22 minutes, 53 seconds
Healthcare: Bull Or Bear? Biotech's Post Earnings Buys and Sells
Motley Fool's Kristine Harjes and contributor Todd Campbell discuss second quarter earnings winners and losers.
8/19/2015 • 17 minutes, 28 seconds
Consumer Goods: Nordstrom Builds Its Stable of Billion-Dollar Businesses
Sales growth has stalled out at most department stores in the past couple of years. But that's not true at Nordstrom, where revenue continues to grow at a high single-digit pace. What is Nordstrom's secret to success?
8/18/2015 • 17 minutes, 54 seconds
Financials: The (Sometimes Shady) Business of Making Money
Banks are in a highly competitive industry so they constantly look for advantages -- sometimes illegal ones. Tune in to find out the details!
8/17/2015 • 16 minutes, 54 seconds
Technology: Making Sense of Google’s Alphabet Soup
Google’s leadership shocked the market earlier this week when they announced the company would restructure under the holding company “Alphabet”.
It’s a savvy move that should help the tech giant focus operations, increase transparency, and keep valuable talent, but what does it mean for investors?
8/14/2015 • 12 minutes, 29 seconds
Energy: Getting Back to the Basics of Oil & Gas
We have a tendency to get deep into the weeds with energy stocks on the show, so this week we decided to give a refresher on the basics of investing in energy. Plus, we tackle the big story of the week, China's currency, and pull a question from the mailbag.
8/13/2015 • 17 minutes, 38 seconds
Healthcare: CVS Health Draws A Line In The Sand
Motley Fool's experts weigh in on payer pushback to new cholesterol busting medicine and surging Obamacare penalties in 2016.
8/13/2015 • 14 minutes, 28 seconds
Consumer Goods: Kraft Heinz Stays Cagey With Its First Quarterly Earnings Release
The first earnings announcement for the combined entity shares the bare minimum with investors. Also, Verizon follows in T-Mobile’s footsteps as it prepares to end subsidized two-year contracts.
8/12/2015 • 18 minutes, 2 seconds
Financials: The Greeks’ Austerity Problem
This episode we take a closer look at the theories and policies underlying the Greek debt crisis.
8/10/2015 • 14 minutes, 43 seconds
Technology: Apple Music Is a Disappointment, Here’s Why
In a recent interview, Apple exec Eddy Cue said the free trial of Cupertino’s new music streaming service has a 11 million users – that’s a far cry from Spotify’s active user base of over 70 million. After some early tech setbacks and brutally critical reviews, what is the outlook for the tech giant’s new music offering?
8/7/2015 • 13 minutes, 21 seconds
Energy: Emitting the Facts about Energy Commodities
As coal plants are slowly dying off, new regulations are being placed by the Obama administration to clear the air of carbon’s residue.
While coal is on its way down, natural gas is gaining momentum and becoming one of the most efficient and most affordable energy resources in our nation. And Tyler Crowe takes a moment to let us in on a secret stock he’s been watching, on today’s Industry Focus, energy edition.
8/7/2015 • 20 minutes, 56 seconds
Healthcare: Is CVS Health's Anti-Tobacco Strategy Paying Off?
CVS's plan to boost prescription revenue by abandoning Tobacco might be panning out, and Regeneron's pricey new drug could become a multibillion blockbuster.
8/5/2015 • 13 minutes, 5 seconds
AT&T-DirecTV Deal Creates an Industry Powerhouse, But Successful Integration Is Critical
The FCC cleared the way for AT&T to complete its acquisition of DirecTV last month, creating the largest pay-TV provider in the country. Can AT&T leverage its now comprehensive suite of service offerings to jumpstart its stock price?
8/4/2015 • 21 minutes, 12 seconds
Financials: How Did Donald Trump Get So Rich?
As he’s recently thrown his hat into the ring as a presidential candidate, The Motley Fool is diving in head first to get the full story about Trump.
Find out where Donald Trump started, and how he rose to be the man who has worked his way to the top with no intention of stopping.
8/4/2015 • 20 minutes, 21 seconds
Social Media Swandive? What Happened With Facebook, Twitter and LinkedIn’s Earnings
The three most recognizable names in the social media landscape dropped earnings this week and while big picture numbers looked good across the board, Mr. Market didn’t seem too pleased with the results.
7/31/2015 • 15 minutes, 52 seconds
Energy: A Rundown of This Week’s Big Earnings Stories
Big oil continues to report their latest results, and the Motley Fool’s Tyler Crowe and Taylor Muckerman dive in.
7/30/2015 • 19 minutes, 37 seconds
Healthcare: What's The Most Important Number In Gilead Sciences Earnings Report?
Motley Fool analysts dig into Teva Pharmaceuticals recent M&A and debate the single most important number reported in Gilead Sciences second quarter earnings results.
7/30/2015 • 15 minutes, 25 seconds
Second Major Success in the Sharing Economy – Airbnb Wins a $25 Billion Valuation
Following closely in Uber’s footsteps, Airbnb recently raised $1.5 billion in its latest round of fundraising to become one of the biggest start-ups on the planet.
7/28/2015 • 19 minutes, 32 seconds
Financials: The Greatest Bank Business Model Out There
Warren Buffett has highlighted two ways a commoditized business can find lasting competitive advantage – and this bank exemplifies both.
7/27/2015 • 17 minutes, 14 seconds
Technology: Apple Beats on Revenue, Earnings, But Disappoints the Market
Only Apple could beat expectations for the top and bottom line and still disappoint analysts. Following the company’s recent earnings release, the Street seemed concerned with iPhone sales and the company’s guidance for next quarter – should investors be worried or is this Apple anxiety overblown?
Some of the biggest oil service names in the business have surprised to the upside on earnings. In the meantime, Chesapeake Energy just cut its dividend. What does this mean for the industry and its ability to manage its finances?
7/24/2015 • 17 minutes, 52 seconds
Castlight Health: Is This Great Idea A Lousy Investment?
Motley Fool analysts tackle risks facing Castlight Health investors and dive into the next generation of Alzheimer's disease medicines.
7/22/2015 • 19 minutes, 23 seconds
PayPal Officially Splits From eBay – Which Standalone Company Is Right for Your Portfolio?
Following its spin-off from eBay, PayPal offers impressive growth at a premium, but eBay shares are beaten down and poised for a rebound if turnaround efforts prove successful.
7/21/2015 • 17 minutes, 55 seconds
Financials: Bank of America’s Breakout Quarter
America’s second largest bank by assets had an outstanding past quarter. Has B of A finally turned a new leaf?
7/20/2015 • 17 minutes, 22 seconds
Google Inc.’s Earnings: Why The Stock Surged Last Week
The search giant released its quarterly earnings last week and the market’s reaction was overwhelmingly positive. CFO Ruth Porat shined in her debut, revealing plans to cut costs and teasing investors with the prospect of a capital return program down the road.
On this episode, Motley Fool’s Dylan Lewis and Sean O’Reilly discuss the earnings release and the market rally that ensued.
7/20/2015 • 12 minutes, 51 seconds
Energy: How Can Investors Take Advantage of Iranian Oil Coming to Market?
Iran is exporting oil again and natural gas surpasses coal for the first time. What should long term investors do to profit?
7/16/2015 • 10 minutes, 56 seconds
Healthcare: Celgene's Deal – Happy Management Does It Again
Motley Fool's Michael Douglass and Todd Campbell shed light on how Celgene's deal-making frenzy positions it as a potential MS leader and offer up insight into how to value immuno-oncology stocks.
7/15/2015 • 16 minutes, 59 seconds
Consumer Goods: The Comic-Con Nerd Edition
As Comic-Con wraps up, movie goers are sitting on the edge of their seats waiting for the next flick to thrill them once again.
7/15/2015 • 18 minutes, 22 seconds
Financials: Twas The Night Before Earnings
Major U.S. banks start reporting earnings tomorrow – how should a long-term investor approach them?
7/13/2015 • 13 minutes, 59 seconds
Facebook Sings A New Tune: The Platform Piece
While YouTube has been our go-to site for all that is visual and melodic, Facebook is adding a new option for music video consumption. While they’ve offered only minor details, it appears the tech mogul will monitor the featured flicks with the most scrutinizing of detail. Will YouTube get lost in the refuse, or should Facebook tread lightly with consideration of their possible demise?
7/11/2015 • 14 minutes, 11 seconds
The Energy Market: Moving From One Hyperbole To Another
Conflicting headlines on the oil market come out daily, Industry Focus dives into why this is just plain crazy.
7/9/2015 • 12 minutes, 39 seconds
This Week's Top Healthcare News Could Cause These Stocks Pop or Drop
Novartis nabs approval for a drug that could revolutionize how we treat heart disease and CVS Health doubles down on its anti-tobacco stance. Our Motley Fool's Michael Douglass and Todd Campbell discuss what it means for the companies involved.
7/8/2015 • 12 minutes, 23 seconds
Retail: Why Whole Foods’ Expansion Plans Revolve Around Going Small
Whole Foods’ new expansion plans involve MUCH smaller stores, here’s why.
7/7/2015 • 16 minutes, 30 seconds
Financials: What’s next for Greece?
An update on the Greek financial crisis, an unconventional lending strategy, and what to expect in quarterly earnings.
7/6/2015 • 11 minutes, 58 seconds
Technology: Will Investors Sing the Praises of Apple Music?
Apple Music launched earlier this week, but in the crowded music streaming landscape, can the service stand out?
7/3/2015 • 17 minutes, 35 seconds
Energy: As BP Greases Palms, Greece Is Officially In Default
For years consumers have been curious about how BP will fair after the Deepwater Horizon incident, and with today’s events you’ll be pleased to know: it has nothing to do with Greece.
7/3/2015 • 16 minutes, 48 seconds
Healthcare: A $1 Billion Bet; And Brace Yourself For Higher Health Insurance Premiums
Celgene Hands $1 Billion To Juno Therapeutics and health insurance on the exchanges will climb 4.4% next year. Our Motley Fool's Michael Douglass and Todd Campbell discuss the details.
7/1/2015 • 13 minutes, 23 seconds
Consumer Goods: The Food Industry Gets Messy With Recent M&A Activity
These are tough times to be a giant food conglomerate. The Motley Fool dives into the details.
6/30/2015 • 15 minutes, 1 second
Financials: The Big Fat Greek Crisis
Greece is in turmoil, and ripples are spreading around the world. What’s at the heart of the crisis, and what’s coming next?
6/29/2015 • 12 minutes, 30 seconds
Technology: The Biggest Threat to Google and Facebook
Most consumers understand the annoyance of pop-up ads attempting to share what little important screen space you’ve currently got in front of you.
While some consumers are still unaware of the miracle that is ad blocking, corporations like Google who rely on ads for revenue, are freely offering these services as extensions on their browsers. One would think the revenue stream would be affected, yet Apple is launching its ad block option with iOS 9 in the fall. Will this leave profits flat for investors, or does Google have something up their sleeve to defeat the downfall?
6/28/2015 • 12 minutes, 59 seconds
Energy: How Patient Should Offshore Drilling Investors Be?
Offshore drillers have been hit hard in the last 6 months, how patient should investors be in waiting for a turnaround?
6/25/2015 • 17 minutes, 10 seconds
Healthcare: Opko Health Is Intriguing, But Is It A Buy?
Phillip Frost's Opko Health shares are soaring, but Fool's Michael Douglass and Todd Campbell worry that valuation has become a bit stretched. Here's why.
6/24/2015 • 14 minutes, 42 seconds
Consumer Goods: Why Macy’s and Nordstrom Wish They Had T.J. Maxx’s Business Model
Just why is off-price retail so good at making money? We answer this and more on today's consumer goods edition of Industry Focus.
6/23/2015 • 14 minutes, 5 seconds
Financials: The Little-Known Way the U.S. Government Boosts Exports
The Exports/Imports Bank guarantees loans to foreign companies to buy U.S. exports – find out why opinion on it is divided.
6/22/2015 • 11 minutes, 36 seconds
FitBit IPO: What Investors Need To Know
Motley Fool analysts Dylan Lewis and Vincent Shen take a look at this week’s big splash IPO, FitBit, and explain why it’s such an unusual tech public offering.
6/19/2015 • 15 minutes, 15 seconds
Energy: Oil Companies Just Can't Seem to Learn from Past Mistakes
As oil drilling has become much less lucrative than it was just a year ago, many smaller companies in the business are starting to fold up shop. Although had they read their oil history text books they would have been ready for this.
On this episode Tyler and Taylor take a look at why this was probably inevitable and what it could mean for investors long term.
6/18/2015 • 15 minutes, 3 seconds
Healthcare: Are Health Insurers Coming Down With a Bad Case of Merger-Mania?
Rumors that major health insurers are reportedly courting one another could shake up the health insurance industry. Motley Fool's Michael Douglass and Todd Campbell consider what could be behind industry consolidation.
6/17/2015 • 12 minutes, 23 seconds
Consumer Goods: Do Shifting Trends Spell Doom for This All-American Apparel Brand?
Gap recently announced it will be closing 175 of its North American stores – Motley Fool analysts Dylan Lewis and Vincent Shen discuss the future outlook for the company, its competitors, and the apparel industry at large.
6/16/2015 • 12 minutes, 55 seconds
Financials: Is Now The Time To Buy Bank Stocks?
With the banking industry trading at across-the-board low valuations, is it a good time to pick up shares?
6/15/2015 • 17 minutes, 15 seconds
Technology: What Does The Shakeup At Twitter Inc. Mean For Investors?
The CEO of Twitter just stepped down and that has big implications for shareholders.
6/13/2015 • 15 minutes, 53 seconds
Energy: The Bakken Is A Hotbed Of News These Days
In case you missed it, the United States has surpassed Russia and Saudi Arabia as the top oil producer in the world. It seems that we simply can't stop growing our production. Is this a good or bad thing over the long-term? Only our analysts [think they] know for sure. Tune in for the whole story!
6/11/2015 • 12 minutes, 30 seconds
Healthcare: Will This Be Obamacare's Undoing?
The Supreme Court is set to announce its ruling in King v. Burwell, a case that could put health insurance subsidies at risk for millions of people. Our Motley Fools discuss the potential ruling and its impact.
6/11/2015 • 13 minutes, 28 seconds
Consumer Goods: Superstar Athletes, Household Brands, and Rabid Fans — The Billion Dollar Business of Endorsements
Sports Promotions are big business and that can have big implications for some of the world’s biggest brands.
6/9/2015 • 15 minutes, 19 seconds
Financials: The Most Important Bank in The U.S. -- And Maybe the Entire World
On this episode we take a look at the history and purpose of the Federal Reserve.
6/8/2015 • 12 minutes, 3 seconds
Technology: What to Expect from Apple’s Word Wide Developer’s Conference on Monday
Apple’s developers conference is right around the corner and that means a lot of news will be coming out of one of the world’s biggest tech companies.
6/5/2015 • 15 minutes, 19 seconds
Energy: How Energy Companies Are Raising Cash In A Pinch
The oil price crash has forced oil companies to find creative ways to raise cash.
6/4/2015 • 14 minutes, 37 seconds
Healthcare: Are Biotech Stocks Really Overvalued?
Biotech stocks eye-popping run has investors nervous of a bubble. Healthcare Fool's Michael Douglass and Todd Campbell weigh in with their take on biotech valuation.
6/3/2015 • 11 minutes, 19 seconds
Consumer Goods: How to Level Up Your Portfolio With Gaming Stocks
Video games are a massive, multi-billion dollar business, and mobile growth is pushing the industry to new heights. Is gaming right for your portfolio?
6/2/2015 • 17 minutes, 31 seconds
Financials: Big Data… Big Disruption?
This episode we discuss how big data could revolutionize the future of the financial sector.
6/1/2015 • 14 minutes, 12 seconds
Technology: How Google Is Trying To Emulate Apple’s Ecosystem
The Motley Fool’s Daniel Sparks discusses Google’s latest developers conference and the tech giant’s ecosystem focused initiatives.
5/29/2015 • 16 minutes, 26 seconds
Coal, Climate, and Cash: 3 Pressing Questions for Today's Energy Market
In this week's episode, Sean and Tyler explore three topics on the minds of energy investors: Can coal survive? Will oil companies actually do something about climate change? And why is cash so important to energy investments?
5/28/2015 • 17 minutes, 4 seconds
Amgen Inc: Why You Shouldn't Count Chickens Before They Hatch
Amgen has shelved its once-promising psoriasis drug. Motley Fool's Michael Douglass and Todd Campbell help investors understand the impact.
5/27/2015 • 14 minutes, 10 seconds
Déjà vu All Over Again: Time Warner Cable to be Acquired by Charter Communications
The Motley Fool’s Sean O’Reily and Vincent Shen discuss the latest buyout news concerning Time Warner Cable.
5/26/2015 • 11 minutes, 37 seconds
Technology: How Google Is Planning To Make A Killing In Mobile
The Motley Fool’s Sean O’Reilly and Dylan Lewis discuss the latest moves being made by Google to conquer the world of mobile.
5/22/2015 • 11 minutes, 52 seconds
Energy: Why Downgrades In The Energy Sector Are Shortsighted
The Motley Fool's Tyler Crowe, Taylor Muckerman, and Sean O'Reilly discuss a slew of energy sector downgrades by Wall Steet investment banks and why long term investors should just ignore them.
5/21/2015 • 16 minutes, 8 seconds
Healthcare: Johnson & Johnson Takes A Shot At Gilead Sciences
Johnson & Johnson has inked a licensing deal with Achillion Pharmaceuticals that could threaten Gilead Sciences market share in hepatitis C someday. Motley Fool's Michael Douglass and Todd Campbell dig into the details of this deal to see if Gilead Sciences investors should worry.
5/20/2015 • 13 minutes, 46 seconds
Consumer Goods: Where Are Coca-Cola and Pepsi Going for Growth?
The Motley Fool’s Sean O’Reilly and Vincent Shen discuss the energy drink market and how the world’s major beverage players are positioning themselves to cash in on this emerging trend.
5/19/2015 • 14 minutes, 1 second
Financials: How FinTech Is Disrupting The Financial Sector
Technology is revolutionizing the financials space as we know it, from lending to investment advising, and more!
5/18/2015 • 16 minutes, 23 seconds
Technology: How Facebook Is Revolutionizing The Ad Space
On today’s edition of Industry Focus, we’ll hear how Facebook is taking iOS to the next level by making news available instantly, without leaving the comfort of your social media page.
5/17/2015 • 15 minutes, 15 seconds
Energy: Are We Finally Going to Start Seeing More Oil Mergers?
This week we saw two big buys with Noble Energy buying Rosetta Resources and Williams Companies buying out its subsidiary. Is this a signal that the merger and acquisition wave might actually happen? Taylor Muckerman and Tyler Crowe break down these deals and give some insight as to why the merger wave is taking so long and how these deals could shape the future landscape.
5/14/2015 • 14 minutes, 56 seconds
Healthcare: Is MannKind Undervalued? Or Underperforming?
Motley Fool's Michael Douglass and Todd Campbell dig into MannKind Corp.'s first quarter earnings to see if MannKind is a bargain, or a bust.
5/13/2015 • 16 minutes, 47 seconds
Online Travel Industry: Does Your Portfolio Need a Getaway?
Motley Fool analysts Vincent Shen and Sean O’Reilly dive into the online travel industry and discuss recent events within the space.
5/12/2015 • 15 minutes, 17 seconds
Financials: What You Need to Know About Dividend Stocks
Dividend aristocrats, REITs, red flags, and more – a broad look at dividend investing on today's edition of Industry Focus.
5/11/2015 • 12 minutes, 44 seconds
Technology: How Big Tech Firms are Revolutionizing Food Delivery
Motley Fool analysts Dylan Lewis and Sean O’Reilly discuss big changes coming to the food delivery industry, with big tech leading the way.
5/8/2015 • 10 minutes, 26 seconds
Energy: Is the Tide Rising for Offshore Energy Stocks?
Offshore LNG is officially a thing now! Offshore rigs are getting their groove back, and Big Oil companies should stay out of alternative energy for a reason. Our energy team explains all these things in this week's episode of Industry Focus.
5/7/2015 • 18 minutes, 22 seconds
Healthcare: Why Investors Just Doubled Their Money on This Stock
Alexion Pharmaceuticals is paying $8.4 billion to buy Synageva, a company without any sales, so Fool analyst Michael Douglass and contributor Todd Campbell are digging into this deal to see what it may mean to biotech investors.
5/6/2015 • 15 minutes, 17 seconds
Consumer Goods: Where Have All the Cable Cord Cutters Gone?
Motley Fool analysts Sean O’Reilly and Vincent Shen dive into the data behind the supposed “death of cable”, where things aren’t all what they seem.
5/5/2015 • 12 minutes, 50 seconds
Financials: BRK 2015 Review!
Matt Koppenheffer and David Hanson return to the studio to discuss their trip to Omaha.
Motley Fool analysts Dylan Lewis and Sean O’Reilly break down the week in tech earnings, and explain just how Selerity got its hands on Twitter’s earnings and what went wrong for LinkedIn in the first quarter.
5/1/2015 • 11 minutes, 45 seconds
Energy: Big Oil Earnings Show Why Diversification is King
Fool Analysts Tyler Crowe and Taylor Muckerman dig into Big Oil's recent earnings results and find some interesting tidbits about oil prices and why the integrated business model has been successful for so many years in the world of oil.
4/30/2015 • 12 minutes, 28 seconds
Healthcare: Obamacare Helps Profit Soar At This Big Insurer
Anthem has been a big beneficiary of health insurance reform, so Motley Fool analyst Michael Douglass and contributor Todd Campbell dig into Anthem's first quarter results to see if the ACA continues to drive results higher.
4/29/2015 • 13 minutes, 39 seconds
Technology: What You Need to Know About Google’s New Cell Phone Service
Motley Fool analysts Sean O’Reilly and Dylan Lewis discuss Google’s new cell phone service, “Project Fi” as well as big news from Amazon.
4/29/2015 • 15 minutes, 30 seconds
A Motley Fool Obituary: Comcast-Time Warner, We Hardly Knew Ye
Motley Fool analysts Sean O'Reilly and Vincent Shen discuss why the Comcast / Time Warner Cable merger fell apart and where the industry goes from here.
4/28/2015 • 18 minutes, 44 seconds
Financials: Analyzing Bank Stocks the Easy Way
A 15-minute, 3-step guide to analyzing bank stocks.
4/27/2015 • 14 minutes, 26 seconds
Energy: Don't Count Out Oil Services Stocks Just Yet
Oil services companies have been surprising Wall Street this week with better than expected results. Sean and Tyler take a look at why some companies in the space have been able do better than expected and identifies some of the important traits investors should look for when buying oil services stocks.
4/23/2015 • 13 minutes, 15 seconds
Healthcare: Rite Aid’s Incredible Turnaround: Beyond the Numbers
A look at Rite Aid’s strategic initiatives for catching up to – and even passing – its competitors.
4/23/2015 • 16 minutes, 32 seconds
Consumer Goods: How to Invest in the Toy Industry
Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the toy industry and how Foolish investors can invest in this huge business.
4/21/2015 • 17 minutes, 14 seconds
Financials: Checking the Vitals On Big Banks
Tune in to learn what this week’s earnings reports mean to owners of Wells Fargo, JPMorgan, and other big banks.
4/20/2015 • 13 minutes, 16 seconds
Technology: Is Europe Picking on Google?
Motley Fool Analysts Dylan Lewis and Sean O’Reilly discuss recent antritrust violations lobbed by the EU at Google Inc.
4/17/2015 • 16 minutes, 21 seconds
Energy: Will Battery Tech Advances Cause the End of Oil?
Motley Fool Analysts Tyler Crowe and Sean O’Reilly discuss current myths surrounding the oil market: in particular battery tech advances.
4/16/2015 • 12 minutes, 6 seconds
Healthcare: Johnson & Johnson Earnings – The Good, The Bad, The Ugly
Two Motley Fool analysts dive into Johnson & Johnson's earnings anddiscover that there's both good and bad news that investors need to know.
4/15/2015 • 14 minutes, 59 seconds
This Week in Consumer Goods: The Waltons Sell Shares in Wal-Mart and Netflix Prepares to Split Its Stock
Motley Fool analysts Sean O'Reilly and Dylan Lewis discuss the latest news in the world of consumer goods investing.
4/14/2015 • 14 minutes, 28 seconds
Financials: JPMorgan’s beef with the US Government
Highlights from Jamie Dimon’s recent letter to shareholders, as well as a discussion of when is the right time to sell stocks.
4/13/2015 • 17 minutes, 59 seconds
Technology: Is Technology Venture Capital Entering a Bubble?
Motley Fool Analysts Sean O’Reilly and Dylan Lewis discuss recent venture capital investments in the technology industry and if they are getting too excessive.
4/13/2015 • 16 minutes, 3 seconds
Energy: Royal Dutch Shell $70 billion bet on LNG
Taylor and Tyler look at the bullish and bearish viewpoints of Shell's recent decision to acquire BG Group for $70 billion.
4/10/2015 • 12 minutes, 50 seconds
Healthcare: How Amgen Could Side-Step The Sting of Patent Expiration
Expiring patents threaten billions of dollars in sales at Amgen. Here's what the company is doing to offset the threat to some of its best selling drugs.
4/8/2015 • 14 minutes, 29 seconds
Consumer Goods: Is Google Fiber a Pet Project or a Real Business?
Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss Google Fiber and its ramifications for the ISP industry
4/7/2015 • 15 minutes, 13 seconds
Financials: Warren Buffett’s Legacy
The Oracle of Omaha is practically a force of nature in today’s investing world, but how will he be remembered a century from now?
4/6/2015 • 18 minutes, 9 seconds
Doomsday 2020: Energy Edition!
We’ve seen this before… High oil prices create a market where nearly everyone can make money. The surplus of production outstrips supply and prices subsequently fall. This leads to reduced capital investment. It’s called "cyclicality".
Will 2020 be the next turning point due to underinvestment now? Find out on today's episode of Industry Focus.
4/2/2015 • 14 minutes, 3 seconds
Healthcare: This is Absolutely The Best Biotech Stock To Buy Right Now
A drop dead, massively big, upside opportunity exists for this pre-clinical stage biotech star. Motley Fool analyst Michael Douglass and contributor Todd Campbell discuss this and much more.
4/1/2015 • 9 minutes, 53 seconds
A Big Week in Tech: Important Moves at Facebook, Twitter & More
This week’s tech edition looks at Google’s new algorithm, Twitter’s Periscope, and the Facebook announcement that is all one of our analysts can talk about.
4/1/2015 • 13 minutes, 37 seconds
Consumer Goods: How Does Buffett’s Kraft Buyout Compare to Past Deals?
Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the recent Kraft buyout in the context of past consumer goods mega-deals.
3/31/2015 • 13 minutes, 43 seconds
Financials: American Express and Costco – Who Divorced Who?
This episode we learn why AmEx losing its Costco partnership is actually a long-term win.
3/30/2015 • 13 minutes, 52 seconds
Energy: Before "Playing" the Oil Glut, Consider This
America's abundance of oil has some investors wondering how high levels of storage and shut in wells could impact energy stocks. So Taylor and Tyler break down the situation and give some quick words of caution.
3/26/2015 • 11 minutes, 20 seconds
Healthcare: Buy, Sell, or Hold Amarin Corp Plc.
Can Amarin Corp Plc convert promise into profit? Motley Fool healthcare analyst Michael Douglass and healthcare contributor Todd Campbell discuss the challenges ahead for this volatile biotech stock.
3/25/2015 • 12 minutes, 34 seconds
Forget Hollywood: How to Invest in the Box Office Itself
Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the merits and drawbacks of investing in the movie theatre industry.
3/24/2015 • 17 minutes, 8 seconds
Financials: Is There Too Much Competition in Banking?
The competitive landscape of the financial industry has changed greatly over the last century – what does this mean for today’s banks?
3/24/2015 • 14 minutes, 59 seconds
Tech and Gaming: What Investors Need To Know This Week
Nintendo stock is making moves, while Glu Mobile’s Kim Kardashian: Hollywood game is climbing the iTunes charts. Motley Fool analysts Nathan Hamilton and Sean O’Reilly discuss why on this week’s Industry Focus Podcast.
3/20/2015 • 13 minutes, 30 seconds
Healthcare: Drug Spending Is Soaring: 3 Can't Miss Take-Away's
A 742% spending surge for hepatitis C, pricey new diabetes medications, and one new drug class that has payers nervous -- all discussed today by healthcare analyst Michael Douglass and healthcare contributor Todd Campbell on today's Industry Focus.
3/18/2015 • 13 minutes, 12 seconds
Consumer Goods: Which American Companies Do The Most Business Abroad?
Motley Fool Analysts Sean O’Reilly and Vincent Shen Dive into the international businesses of some of America’s most storied household brands.
3/17/2015 • 14 minutes, 45 seconds
Financials: What do CCAR results mean for the biggest US banks?
Stress tests results reveal whether banks are prepared for economic downturn and if they can return more capital to shareholders.
3/16/2015 • 15 minutes, 46 seconds
Technology: This Week In Tech
It was a busy week as normal for tech stocks. Microsoft made a bold move, Intel shares slumped, and Amazon is jumping into the booming IoT industry. Fool analysts Nathan Hamilton and Sean O'Reilly discuss each news event and what it means for shareholders.
3/13/2015 • 11 minutes, 39 seconds
Energy: Feeling Speculative? Here’s What Not to Do
Today’s Industry Focus is talking Exxon, Chevron, and how not to fall prey to silly journalism in the energy space.
3/13/2015 • 8 minutes, 57 seconds
Healthcare: Are These Two Biotech Stocks Too Risky To Buy?
MannKind and Orexigen: two companies with big promise, but can they deliver on profit? Healthcare analyst Michael Douglass and healthcare contributor Todd Campbell discuss the risks facing these biotech stocks.
3/11/2015 • 18 minutes, 13 seconds
Consumer Goods: Are Fast-Casual Restaurant Stocks Entering a Bubble?
Are shares of Chipotle copy-cats becoming overvalued? Tune in to find out.
3/11/2015 • 12 minutes, 46 seconds
Financials: Stressing the importance of the Fed’s Stress Tests
Initial bank stress tests results are out, and analysts discuss their importance and potential implications of this Wednesday’s round two results.
3/9/2015 • 14 minutes, 21 seconds
Technology: Takeaways from Mobile World Congress
The tech world was focused on one event this past week – The Mobile World Congress. Held in Spain, the event serves as barometer of tech trends in coming years. Fool analysts Nathan Hamilton and Sean O’Reilly sit down to discuss the event and what it means for investors.
3/6/2015 • 12 minutes, 15 seconds
Healthcare: 2 Tiny Biotechs That Could Have Blockbuster Opportunity
Healthcare analyst Michael Douglass and healthcare contributor Todd Campbell discuss the pitfalls and potential of two small cap biotech stocks.
3/5/2015 • 15 minutes, 14 seconds
When “Sin” Pays: Going All-in With the Gaming Industry
Motley Fool analysts Sean O’Reilly and Vincent Shen discuss the global gaming industry and opportunities for investors.
3/3/2015 • 14 minutes, 3 seconds
Financials: Wisdom from Warren Buffett’s Golden Anniversary Letter
Fool contributor John Maxfield takes on a few key points from this year’s letter to Berkshire Hathaway shareholders.
3/2/2015 • 24 minutes, 23 seconds
Technology: The Reality of A.I.
A lot has been said about the concerns and potential capabilities of AI. But how close is AI is to becoming reality? It may be farther out on the horizon than some believe.
2/27/2015 • 15 minutes, 21 seconds
Energy: Selling Seadrill For This Reason is the Dumbest Thing You Could Do Right Now
With Seadrill and Transocean reporting earnings, some analysts out there are saying sell for some pretty ridiculous reasons. Here's why you shouldn't listen to them.
2/26/2015 • 13 minutes, 11 seconds
Healthcare: Better Buy: Gilead Sciences, Inc. Vs. Celgene Corporation
In this healthcare edition of Industry Focus, healthcare analyst Michael Douglass and healthcare contributor Todd Campbell speculate which of these two biotech titans is a better buy.
2/25/2015 • 13 minutes, 55 seconds
Consumer Goods: Sin Pays! A Deep Dive Into the Alcoholic Beverage Industry
Join Motley Fool Analysts Sean O'Reilly and Vincent Shen for an investing happy hour as they discuss the alcohol industry.
2/24/2015 • 12 minutes, 24 seconds
Financials: 2 Trends that Could Make or Break the Bank Industry in 2015
Falling oil prices and rising interest rates are two catalysts that could significantly impact the banking industry over the next year in far-reaching ways.
2/23/2015 • 21 minutes, 38 seconds
Technology: Apple and Asia
Fool Tech analyst Nathan Hamilton recently returned from a trip to Asia and discusses some trends that Apple followers should pay attention to.
2/20/2015 • 17 minutes, 4 seconds
Energy: What Wall Street Got Wrong This Week
SolarCity missed their EPS guidance and suffered a double-digit drop overnight. Meanwhile, analysts are jumping to conclusions about ExxonMobil’s glaring absence from Berkshire Hathaway’s holdings disclosure, but Taylor Muckerman has his own theory.
2/20/2015 • 11 minutes, 26 seconds
Healthcare: $20 Billion Market: What’s the Best Stock to Buy?
In this episode of Industry Focus, analysts Michael Douglass and Todd Campbell discuss the oncoming opportunity with biosimilars and identify the stocks they’re most excited about in this space.
2/18/2015 • 14 minutes, 46 seconds
Technology: 2 Top Picks for the Internet of Things
Motley Fool Analysts Simon Erickson and Sean O’Reilly discuss two top plays for the emerging trend that is the Internet of Things
2/13/2015 • 9 minutes, 13 seconds
Energy: Love in the Time of Energy Stocks
Talking about the energy stocks we secretly admire as Valentines day approach
2/13/2015 • 13 minutes, 36 seconds
Healthcare: Two Small Biotech Stocks Dreaming Big in Hepatitis C
In this week’s healthcare-focused episode of Industry Focus, analysts Michael Douglass and Todd Campbell discuss two small biotechs that recently reported hepatitis C data and look at their opportunity in this large and competitive market.
2/11/2015 • 16 minutes, 52 seconds
Consumer Goods: Sin Pays: The Rise of E-Cigarettes
Motley Fool Analysts Sean O’Reilly and Vincent Shen discuss the advent of the e-cigarette industry and how it is likely to unfold for investors in the years ahead.
2/10/2015 • 13 minutes, 8 seconds
Finance: Bank CEO’s and balance sheet woes
Find out why ideal balance sheets and superstar CEO’s are essential to the success of banks.
2/9/2015 • 21 minutes, 59 seconds
Technology: Internet of Things : Invensense Has Big Plans for the Future
Motley Fool Analysts Sean O’Reilly and Simon Erickson discuss LinkedIn’s latest results and dive into Invensense’s current product offerings and what the company might have around the corner.
2/6/2015 • 10 minutes, 16 seconds
Don’t Let Short-term Oil Prices Get Your Hopes Up
Another wrench was thrown in the wheels of the Keystone XL pipeline amid a 20% rally in oil prices this week, while Petrobras brings the Axe on its CEO and top executives.
2/5/2015 • 12 minutes, 59 seconds
Healthcare: 3 Things You Ought to Know About Gilead's Tumble
Biotech bellwether Gilead Sciences shares sagged after reporting a blockbuster quarter. Here's what investors need to know before they sell too.
2/4/2015 • 8 minutes, 58 seconds
Consumer Goods: Millennials and Investing for the Future
The Motley Fool’s Morgan Housel interviews author Patrick O’Shaugnessy about his new book “Millennial Money: How Young Investors Can Build a Fortune”.
2/3/2015 • 14 minutes, 52 seconds
Financials: Should Banks Be Concerned with the Falling Price of Oil?
In the 1980’s, a sharp drop in oil prices produced the first too-big-to-fail bank. Are falling oil prices today going to cause a similar wave of bank failures?
2/2/2015 • 13 minutes, 25 seconds
Tech: Amazon’s Earnings Surprise Would Google Flops
Motley Fool Analysts Sean O’Reilly and Eric Bleeker discuss the latest earnings results from Facebook, Amazon.com, and Google.
1/30/2015 • 18 minutes, 19 seconds
Energy: The 2 Best Income Investments in the Energy Industry
On today’s show the guys discuss earnings from Phillips 66 and Valero, and then argue about the best income investment in the energy industry.
1/29/2015 • 1 minute, 23 seconds
Healthcare: Novartis, A Deeper Dive
Motley Fool healthcare analysts take a closer look at Novartis’ pipeline, its most recent earnings report, and what lies ahead for 2015 and beyond.
1/28/2015 • 11 minutes, 43 seconds
Consumer Goods: Which Tobacco Stock is Worth a Closer Look?
Industry focus takes a closer look at the tobacco industry and its merits with the broader category of “Sin Stocks”.
1/28/2015 • 9 minutes, 18 seconds
Tech: Apple Earnings & Sweater Day
Fool tech analyst Nathan Hamilton dives into the numbers to uncover what investors should focus on
1/23/2015 • 11 minutes, 30 seconds
Energy: Surprising Earnings Highs and Big Buys
Earnings are kicking off for the energy sector with a few surprising better than expected results from oil services companies.
1/22/2015 • 10 minutes, 10 seconds
Healthcare: 3 Can't Miss Reasons Why Investors Can Own Rite Aid and CVS Health in 2015
Why aging America, healthcare clinics, and sticky relationships could make Rite Aid and CVS Health soar.
1/21/2015 • 12 minutes, 8 seconds
Consumer Goods: Amazon is About to Start Making Movies
Motley Fool Analyst Nathan Hamilton and Sean O’Reilly discuss Amazon Studios big announcement, Shake Shack’s IPO, and the future of T-Mobile.
1/20/2015 • 11 minutes, 44 seconds
Tech: Why U.S. Internet Speeds are so slow
President Obama wants to fix the U.S.'s Internet problem. In this tech-centric episode of Industry Focus, Sean O'Reilly and Nathan Hamilton jump into why the President took notice of Internet services and how subpar it really is. Where does the U.S. rank in terms of its internet and what does this all mean for investors? Find out now!
1/16/2015 • 10 minutes, 57 seconds
Energy: Big Banks' Oil Problems
On this energy-centric episode of Investor Focus, Taylor Muckerman and Tyler Crowe discuss the problems with Oil and how confused Big Banks really are.
1/15/2015 • 11 minutes, 22 seconds
Healthcare: Investing Thoughts for Marijuana Stocks in 2015
With so many marijuana stocks wanting you to invest in 2015, how can an investor make the right decision? Michael Douglass and Todd Campell dive into companies jumping into marijuana and talk about companies standing out to them.
1/14/2015 • 12 minutes, 36 seconds
Consumer Goods: Why Netflix and Amazon Were the Big Winners at the Golden Globes
The Golden Globes featured A-listers vying for top honors, but what two companies outshown even the best actor award? In this Consumer Goods edition of Industry Focus, Nathan Hamilton and Sean O'Reilly discuss two well-known companies who won big at the Golden Globes.
1/13/2015 • 10 minutes, 9 seconds
Financials: Are Wall Street Bonuses Out of Control?
In this financial edition of Industry Focus, Motley Fool analysts John Maxfield and Michael Douglass discuss the destabilizing impact of Wall Street bonuses as well as the Federal Reserve's record earnings in 2014.
1/12/2015 • 12 minutes, 50 seconds
Industry Focus - Tech: 01.09.2015
The guys discuss the investment takeaways and awesome technology showcase at this year's Consumer Electronics Show in Las Vegas, NV.
1/9/2015 • 9 minutes, 36 seconds
Industry Focus - Energy: 01.08.2015
The guys talk the biggest headlines in energy this week, focusing on the price of oil.
1/8/2015 • 8 minutes, 4 seconds
Industry Focus - Healthcare: 01.07.2015
The healthcare guys riff about the investing takeaways from Obamacare.
1/7/2015 • 11 minutes, 49 seconds
Industry Focus - Consumer Goods: 01.06.2015
We got a little snow today, so please enjoy this interview with Container Store CEO and Fool friend Kip Tindell.
1/6/2015 • 54 minutes, 27 seconds
Industry Focus - Financials: 01.05.2015
The guys talk banking in 2015 and the leverage loan market.
1/5/2015 • 14 minutes, 4 seconds
Industry Focus - Tech: 01.02.2015
Tech guys take a look back at 2014 and talk about the best CEO of the year, Tim Cook.
1/2/2015 • 11 minutes, 54 seconds
Industry Focus - Energy: 01.01.2015
Energy guys take a look ahead into 2015 with analysis of 2014's energy stock woes.
1/1/2015 • 11 minutes, 9 seconds
Industry Focus - Healthcare: 12.31.2014
Fools talk 3 top biotech stocks of 2015 on this healthcare edition of Industry Focus.
12/31/2014 • 17 minutes, 30 seconds
Industry Focus - Consumer Goods: 12.30.2014
Our consumer goods analysts talk about the biggest consumer goods stock of 2015.
12/30/2014 • 10 minutes, 10 seconds
Industry Focus - Financials: 12.29.2014
The guys are on vacation, so we're playing you an interview with the CEO of Suntrust.
12/29/2014 • 8 minutes, 37 seconds
Industry Focus - Tech: 12.26.2014
On today's edition, analyst Nathan Hamilton defends T-Mobile, despite a big holiday hit.
12/26/2014 • 12 minutes, 48 seconds
Industry Focus - Energy: 12.25.2014
The guys do the cheesy holiday edition to celebrate the biggest energy stock-ing stuffers for your Christmas time investing.
12/25/2014 • 8 minutes, 11 seconds
Industry Focus - Healthcare: 12.24.2014
Happy Holidays from the Motley Fool!
12/24/2014 • 18 seconds
Industry Focus - Consumer Goods: 12.23.2014
On today's show, the guys talk about the top consumer goods stores of 2014
12/23/2014 • 11 minutes, 19 seconds
Industry Focus - Financials: 12.22.2014
In this episode of industry focus, we discuss the tanking Russian ruble, potential fraud at a REIT, and why Elizabeth warren is right about Citigroup.
12/22/2014 • 14 minutes, 55 seconds
Industry Focus - Tech: 12.19.2014
Our tech guys riff about Apple's iBeacon technology and T-Mobile on today's tech edition of Industry Focus.
12/19/2014 • 10 minutes, 43 seconds
Industry Focus - Energy: 12.18.2014
What do the energy stocks do the guys want for Christmas? Stay tuned for this energy edition of Industry Focus.
12/18/2014 • 10 minutes, 3 seconds
Industry Focus - Healthcare: 12.17.2014
In this week's industry focus, our analysts discuss their favorite of the successful 2014 healthcare large cap stocks
12/17/2014 • 11 minutes, 35 seconds
Industry Focus - Consumer Goods: 12.16.2014
Who would Santa pick to be in your kids' STOCK-ing?! Consumer goods analysts Sean O'Reilly and Nathan Hamilton speculate!
12/16/2014 • 11 minutes, 17 seconds
Industry Focus - Financials: 12.15.2014
Motley Fool analyst Michael Douglass and Fool contributor John Maxfield discuss how new investors should think about the traits of a great investor.
12/15/2014 • 14 minutes, 53 seconds
Industry Focus - Tech: 12.11.2014
On this tech edition of Industry Focus, tech analysts Sean O'Reilly and Nathan Hamilton talk about the biggest tech IPO of the year -- Zendesk.
12/12/2014 • 11 minutes, 38 seconds
Industry Focus - Energy: 12.11.2014
We're bringing you a special energy-inspired interview on this edition of Industry Focus.
12/11/2014 • 24 minutes, 4 seconds
Industry Focus - Healthcare: 12.10.2014
On today's Industry Focus, healthcare analyst Michael Douglass and healthcare contributor Todd Campbell riff about what makes or breaks a healthcare stock.
12/10/2014 • 21 minutes, 27 seconds
Industry Focus - Consumer Goods: 12.09.2014
Let's talk drones, name your own price, and some high tech milk on this edition of Industry Focus.
12/9/2014 • 9 minutes, 15 seconds
Industry Focus - Financials: 12.08.2014
Why you don't always want to do what Buffett does.
12/8/2014 • 12 minutes, 42 seconds
Where the Money Is 12.05.2014
Tech analysts Sean O'Reilly and Nathan Hamilton discuss Sprint and Microsoft. They also take a look into their crystal ball and discuss the impact of artificial intelligence on businesses and man-kind.
12/5/2014 • 13 minutes, 7 seconds
Where the Money Is 12.04.2014
It's an all-energy episode of WTMI. Analysts Taylor Muckerman and Tyler Crowe talk about the huge hit Wall Street took to energy stocks, and question whether it was an overraction.
12/4/2014 • 9 minutes, 52 seconds
Where the Money Is 12.03.2014
It's an all CVS episode of Where the Money Is. Did CVS make Santa's naughty or nice list? Michael Douglass and Todd Campbell tell you more.
12/3/2014 • 11 minutes, 10 seconds
Where the Money Is 12.02.2014
On today's edition of Where the Money Is, Sean O'Reilly and Nathan Hamilton talk about the aftermath and the takeaways of Black Friday with all of its deals!
12/2/2014 • 8 minutes, 6 seconds
Where the Money Is 12.01.2014
Michael Douglass and John Maxfield discuss global economy on this edition of Where the Money Is.
12/1/2014 • 13 minutes, 4 seconds
Where the Money Is 11.27.2014
Motley Fool Contributor Tyler Crowe interviews Wall Street Journalist Gregory Zuckerman, author of The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters.
11/27/2014 • 22 minutes, 44 seconds
Where the Money Is 11.26.2014
Healthcare analyst Michael Douglass talks big-name healthcare players with contributor Todd Campbell, and discuss why most healthcare companies do not pay dividends.
11/26/2014 • 12 minutes, 14 seconds
Where the Money Is 11.24.2014
It's an all Bank of America edition of Where the Money Is
11/24/2014 • 10 minutes, 17 seconds
Where the Money Is 11.21.2014
We talk all about telecoms on this tech edition of Where the Money Is.
11/21/2014 • 7 minutes, 23 seconds
Where the Money Is 11.20.2014
On today's edition of Where the Money Is, analysts Taylor Muckerman and Tyler Crowe cover the outskirts of energy.
11/20/2014 • 11 minutes, 42 seconds
Where the Money Is 11.19.2014
Healthcare analyst Michael Douglass is back, interviewing Fool Contributor Todd Campbell about Obamacare and Healthcare dividends, in addition to answering a listener question.
11/19/2014 • 12 minutes, 52 seconds
Where the Money Is 11.18.2014
Black Friday is a little over a week away -- what does this huge sales day mean for retailers? Consumer goods analysts Sean O'Reilly and Nathan Hamilton tell us more.
11/18/2014 • 10 minutes, 51 seconds
Where the Money Is 11.17.2014
Host Alison Southwick interviews senior banking specialist John Maxfield on another big banking settlement, Warren Buffet's battery purchase, and Square's disruption in the banking universe. Plus, where did the food truck originiate?
11/17/2014 • 15 minutes, 31 seconds
Where the Money Is 11.14.2014
TGIF! Tech analysts Sean O'Reilly and Nathan Hamilton discuss every tech investor's favorite topic -- the internet of things.
11/14/2014 • 10 minutes, 54 seconds
Where the Money Is 11.13.2014
On today's edition of Where the Money Is, energy analyst Tyler Crowe joins Mark Reeth to discuss US and China emissions, falling oil prices, and a rise in SUV sales.
11/13/2014 • 9 minutes, 56 seconds
Where the Money Is 11.12.2014
On today's edition of Where the Money Is, Motley Fool healthcare specialist Todd Campbells joins us for his Where the Money Is debut as Mark Reeth quizzes him on a variety of topics swirling in the healthcare community.
11/12/2014 • 11 minutes, 15 seconds
Where the Money Is 11.11.2014
President Barack Obama released a statement November 10th about his feelings on net neutrality. What could his calls to action mean for cable providers? Sean O'Reilly and Nathan Hamilton, resident consumer goods analysts, tell us more.
11/11/2014 • 12 minutes, 48 seconds
Where the Money Is 11.10.2014
New York Community Bancorp looks great…except that one important ratio. And we explore why it’s time Bank of America sought a divorce after the hasty marriage to Merrill Lynch in 2008.
11/10/2014 • 13 minutes, 40 seconds
Where the Money Is 11.07.2014
FCC is having a tech auction! Sean O'Reilly and Nathan Hamilton give us the details as to why -- and how -- it's all gonna go down.
11/7/2014 • 12 minutes, 28 seconds
Where the Money Is 11.06.2014
Will the majority turn in Congress affect energy stocks, and how? Energy analyst Taylor Muckerman and energy and materials columnist Tyler Crowe weigh in.
11/6/2014 • 8 minutes, 58 seconds
Where the Money Is 11.05.2014
Healthcare earnings season rolls on as David Williamson and Michael Douglass continue coverage on major healthcare stocks.
11/5/2014 • 15 minutes, 27 seconds
Where the Money Is 11.04.2014
Earnings, earnings, and more EARNINGS! Analysts Sean O'Reilly and Nathan Hamilton discuss the earnings of everyone's favorite things -- purses, music, and beer.
11/4/2014 • 14 minutes, 53 seconds
Where the Money Is 11.03.2014
On today's show, Alison Southwick talks to senior banking specialist John Maxfield about all things banking, but first they touch on an entirely different topic -- Amazon!
11/3/2014 • 14 minutes, 36 seconds
Where the Money Is 10.31.2014
On this not-so-scary Halloween edition of Where the Money Is, tech analysts Sean O'Reilly and Nathan Hamilton talk all things Facebook.
10/31/2014 • 15 minutes, 17 seconds
Where the Money Is 10.30.2014
On today's episode, Alison Southwich and Tyler Crowe discuss a question on everyone's minds -- what the heck is up with these low gas prices?!
10/30/2014 • 10 minutes, 21 seconds
Where the Money Is 10.29.2014
Big healthcare CEO was ousted this week by the board - what does this mean for the company? Plus, healthcare analysts Michael Douglass and David Williamson discuss another round of healthcare earnings.
10/29/2014 • 13 minutes, 27 seconds
Where the Money Is 10.28.2014
On today's consumer goods edition of Where the Money Is, consumer goods analysts Sean O'Reilly and Nathan Hamilton discuss the newest Macy's location, backlash against Apple Pay, and a couple retailer's earnings.
10/28/2014 • 11 minutes, 2 seconds
Where the Money Is 10.27.2014
Banking analyst Michael Douglass chats with senior banking specialist John Maxfield about Europe's banks, stock buybacks, and bank profitability.
10/27/2014 • 14 minutes, 20 seconds
Where the Money Is 10.24.2014
For Friday's tech edition of Where the Money Is we cover the latest news on tech giants Apple and Amazon.
10/24/2014 • 11 minutes, 50 seconds
Where the Money Is 10.23.2014
Where the Money Is host Mark Reeth interviews energy analyst Taylor Muckerman about -- you guessed it -- oil, on this all energy edition of WTMI.
10/23/2014 • 6 minutes, 54 seconds
Where the Money Is 10.22.2014
It's earnings season, so Michael Douglass and David Williamson are keeping you in the loop on all you need to know. Plus, they touch on Ebola and a paralyzed man who finally took his first steps.
10/22/2014 • 16 minutes, 28 seconds
Where the Money Is 10.21.2014
Earnings are in for some major consumer goods stocks. Who weathered the storm, and who fell flat? Consumer goods analysts Sean O'Reilly and Nathan Hamilton tell us more.
10/21/2014 • 10 minutes, 52 seconds
Where the Money Is 10.20.2014
Michael Douglass and John Maxfield cover 3Q Banks, changing housing regulations and Walmart's stirrings in the financial industry.
10/20/2014 • 12 minutes, 36 seconds
Where the Money Is 10.17.2014
Resident tech analyst Eric Bleeker joins Alison Southwick to talk about the Internet of Things; what's happening now and what's just around the corner.
10/17/2014 • 19 minutes, 50 seconds
Where the Money Is 10.16.2014
Simon Erickson from Motley Fool Rule Breakers joins Alison Southwick on a special industrials episode of Where the Money Is to discuss the future of 3D Printing.
10/16/2014 • 12 minutes, 31 seconds
Where the Money Is 10.15.2014
On Wednesday’s healthcare edition of Where the Money Is we cover AbbVie’s cold feet over the Shire Buyout, Johnson & Johnson earnings release, and a stock worth watching.
10/15/2014 • 12 minutes, 41 seconds
Where the Money Is 10.14.2014
Is a McDonald's burger really beef?! Analysts Sean O'Reilly and Nathan Hamilton bust the myth, plus have a chat about Amazon's new retail space and J.C. Penney.
10/14/2014 • 10 minutes, 27 seconds
Where the Money Is 10.13.2014
Financial analyst Michael Douglass is joined by Investment Planner Dan Caplinger to discuss all things loans, interest rates, taxes and bank fees.
10/13/2014 • 15 minutes, 51 seconds
Where the Money Is 10.10.2014
What's up with WhatsApp? Tech analysts Sean O'Reilly and Nathan Hamilton discuss, plus they chat about the Apple Event and a stock plunge on the tech radar.
10/10/2014 • 12 minutes, 14 seconds
Where the Money Is 10.09.2014
Iron and steel -- is this a dying industry, or a hidden gem? Energy analyst Taylor Muckerman and energy contributor Tyler Crowe discuss the ins and outs of this industry.
10/9/2014 • 9 minutes, 44 seconds
Where the Money Is 10.08.2014
Healthcare analysts David Williamson and Michael Douglass talk the first US Ebola death, Hep-C news, cheap Humira, and Facebook's dive into healthcare.
10/8/2014 • 15 minutes, 47 seconds
Where the Money Is 10.07.2014
What's the deal with cable providers?! Consumer Goods analysts Sean O'Reilly and Nathan Hamilton discuss the ins and out of the cable industry.
10/7/2014 • 9 minutes, 27 seconds
Where the Money Is 10.06.2014
What does the Federal Reserve really worry about? From unemployment numbers to inflation we are covering what you need to know!
10/6/2014 • 11 minutes, 37 seconds
Where the Money Is 10.03.2014
It's an all GoPro episode of Where the Money Is! Tech analysts Nathan Hamilton and Sean O'Reilly talk a GoPro Donation, new GoPro devices, and a sick deal with the NHL!
10/3/2014 • 9 minutes, 44 seconds
Where the Money Is 10.02.2014
Offshore drilling has taken a serious dive in recent months; what does this mean for investors? Should they take the plunge, or paddle in shore? Where the Money Is host Alison Southwick gets the details from energy contributor Tyler Crowe on offshore drilling's investment potential.
10/2/2014 • 13 minutes, 24 seconds
Where the Money Is 10.01.2014
Investing in healthcare can be scary, especially if you don't know the science. So how do you get started? Join healthcare analyst Michael Douglass as he picks the brain of Rule Breakers analyst Simon Erickson about some tips and tricks to get started investing in healthcare stocks.
10/1/2014 • 17 minutes, 13 seconds
Where the Money Is 09.30.2014
With the recent emergence of e-cigarettes and vaporizers, where does Big Tobacco stand? Analysts Sean O'Reilly and Simon Erickson tell us more.
9/30/2014 • 8 minutes, 5 seconds
Where the Money Is 09.26.2014
What is spectrum, and what does it have to do with T-Mobile? Tech analysts Nathan Hamilton and Sean O'Reilly tell us all about that, plus dive into FCC regulations and answer a reader question.
9/26/2014 • 12 minutes, 49 seconds
Where the Money Is 09.25.2014
WTMI explores the pressing energy issues of the week and offers insights on investing in today's energy world.
9/25/2014 • 13 minutes, 9 seconds
Where the Money Is 09.24.2014
In this edition of Where The Money Is, we discuss new Obamacare data, GlaxoSmithKline’s China fine, and new rules to combat tax inversions.
9/24/2014 • 10 minutes, 59 seconds
Where the Money Is 09.23.2014
What will the unbundling trend mean for cable providers? Consumer goods analysts Sean O'Reilly and Nathan Hamilton tell you more!
9/23/2014 • 10 minutes, 20 seconds
Where the Money Is 09.22.2014
Would Warren Buffet buy Alibaba? Analysts Michael Douglass and John Maxfield speculate on this edition of Where the Money Is!
9/22/2014 • 14 minutes
Where the Money Is 09.18.2014
Motley Fool contributor Tyler Crowe explains how oil imports and prices really effect the economy and your portfolio.
9/18/2014 • 11 minutes, 19 seconds
Motley Fool Money 09.17.2014
Fool analysts David Williamson and Michael Douglass team up with biotech contributor Brian Orelli to discuss Alzheimer's, obesity, and a few biotech buys!
9/17/2014 • 18 minutes, 2 seconds
Where the Money Is 09.16.2014
Consumer Goods analysts Nathan Hamilton and Sean O'Reilly talk Netflix's (nearly non-existent) competitors, Disney's high capital expenditures, and Nike as a high-growth company.
9/16/2014 • 12 minutes, 4 seconds
Where the Money Is 09.15.14
Two Motley Fool Analyst dive into what investors need to know about investing in banks and the financial sector.
9/15/2014 • 15 minutes, 6 seconds
Where the Money Is 09.11.2014
Energy analysts Taylor Muckerman and Joel South discuss Isis' grab for oil, our yearly-low on oil prices and Budweiser's switch to natural gas.
9/11/2014 • 11 minutes, 52 seconds
Where the Money Is 09.10.2014
Healthcare analysts Michael Douglass and David Williamson talk Apple, Google & AbbVie's partnership, the spread of ebola, and more.
9/10/2014 • 13 minutes, 47 seconds
Where the Money Is 09.09.2014
Consumer goods analysts Sean O'Reilly and Nathan Willis touch on dollar store drama, Amazon's Fire Phone price cut, Olive Garden's endless pasta coma, and Panera's new gun policy.
9/9/2014 • 7 minutes, 55 seconds
Where the Money Is 09.08.2014
Analyst Michael Douglass and banking contributor John Maxfield chat about bank earnings, the S&P 500, and the status of housing market.
9/8/2014 • 14 minutes, 3 seconds
Where the Money Is 09.05.2014
In this edition of Where the Money Is, analyst Mark Reeth interviews Dominos CEO Patrick Doyle.
9/5/2014 • 18 minutes, 15 seconds
Where the Money Is 09.04.2014
In this special interview edition of Where the Money Is, analyst Taylor Muckerman interviews Jeff Miller, COO and Executive VP of Halliburton.
9/4/2014 • 13 minutes, 58 seconds
Where the Money Is 09.03.2014
On this episode of Where the Money Is, healthcare analysts David Williamson give their thoughts on the AbbVie and Infinity deal, hit on Novardis, and chat about CVS kicking their tobacco habit.
9/4/2014 • 13 minutes, 47 seconds
Where the Money Is 09.02.2014
Consumers goods analysts Mark Reeth and Sean O'Reilly talk Nike vs. Under Armour, Uber's uber blunder, and a dollar store frenzy.
9/2/2014 • 9 minutes, 29 seconds
Where the Money Is 08.29.2014
In this tech edition of Where the Money Is, tech analysts Nathan Hamilton and Sean O'Reilly discuss WhatsApp, Amazon Firephone and Twitch.
8/29/2014 • 10 minutes, 43 seconds
Where the Money Is 08.28.2014
Blake Bos joins Alison Southwick for this special Industrials AND Energy Where the Money Is!
8/28/2014 • 9 minutes, 8 seconds
Where the Money Is 08.27.2014
In today’s healthcare-focused episode of Where The Money Is, Motley Fool analysts David Williamson and Michael Douglass talk about an exciting new study on medical marijuana and a big biotech buyout.
8/27/2014 • 16 minutes, 6 seconds
Where the Money Is 08.26.2014
Consumer Goods analyst Sean O'Reilly fills in host Alison Southwick on who he thinks takes best in class in the consumer goods area in this awards-style show!
8/26/2014 • 13 minutes, 5 seconds
Where the Money Is 08.25.2014
Stock Draft Preview: REITs and Wildcards! David Hanson and Matt Koppenheffer breakdown the upcoming WTMI stock draft.
8/25/2014 • 20 minutes, 42 seconds
Where the Money Is 08.20.2014
In this healthcare-focused episode of Where The Money Is, healthcare analysts David Williamson and Michael Douglass discuss Gilead’s great news, the data breach at a major hospital system, and Wal-Mart’s newest foray into healthcare.
8/20/2014 • 17 minutes, 4 seconds
Where the Money Is 08.19.2014
We take a in depth look at Amazon, from where the company has been and where it may be going.
8/19/2014 • 14 minutes, 34 seconds
Where the Money Is 08.18.2014
On today's financials episode of Where the Money Is, financial analysts Matt Koppenheffer and Tyler Riggs give listeners a preview of the 2014 Stock Draft. American Tower was last year's big winner -- who will take home the number 1 spot this year? Tune in for the team's early analysis.
8/18/2014 • 18 minutes, 10 seconds
Where the Money Is: 08.15.2014
In this interview Tim Ferriss chats with Motley Fool's Brendan Byrnes about making change and choosing investments.
8/15/2014 • 14 minutes, 19 seconds
Where the Money Is 08.14.2014
Kinder Morgan just put together the biggest deal in energy since Exxon merged with Mobil. Also, don’t believe the United States is only producing oil in North Dakota or Texas otherwise investors will miss out on huge opportunities in states like Colorado and Louisiana. Finally, analysts Joel South and Taylor Muckerman discuss their favorite energy investment and both believe now is a good time to buy.
8/14/2014 • 11 minutes, 27 seconds
Where the Money Is 08.13.2014
In this episode of Where The Money Is, Motley Fool healthcare analysts David Williamson and Michael Douglass discuss a huge biotech deal, news from Obamacare’s Medicaid expansion, and how big data can help fight ebola.
8/13/2014 • 16 minutes, 14 seconds
Where the Money Is 08.12.2014
In honor of Shark Week, consumer goods analysts Mike Finarelli and Sean O'Reilly discuss the revenue, profits, and valuation of the big fish Wal-Mart.
8/12/2014 • 12 minutes, 29 seconds
Where the Money Is 08.11.2014
On this special edition of Where the Money Is, Alison Southwick subs in for David Hanson to pick the brain of Tyler Riggs about what checklist he follows when thinking of investing in a new bank.
8/11/2014 • 11 minutes, 43 seconds
Where the Money Is 08.08.2014
The Motley Fool's Alison Southwick interviews Bloomberg journalist Megan McArdle.
8/8/2014 • 0
Where the Money Is 08.07.2014
The Motlely Fool Morgan Housel interviews Josh Brown, co-author of Clash of the Financial Pundits.
8/8/2014 • 0
Where the Money Is 08.06.2014
Part two of an interview by Motley Fool Co-Founder and CEO Tom Gardner with Jack Bogle.
8/6/2014 • 0
Where the Money Is 08.05.2014
Part one of an interview by Motley Fool Co-Founder and CEO Tom Gardner with Jack Bogle.
8/5/2014 • 0
Where the Money Is 08.04.2014
Matt Koppenheffer interviews Markel's Tom Gayner.
8/4/2014 • 0
Where the Money Is 07.25.2014
After a big week of earnings releases we hit on the biggest stories, including what's next for Apple.
7/25/2014 • 19 minutes, 28 seconds
Where the Money Is 07.24.2014
How does one ex-Enron executive turn $40 million into one of the largest oil companies in the America? Also, Russia is heavily levered to hydrocarbon’s but why can’t the United States and Europe cut back on Russia imports. Finally, tune in for an update on Master Limited Partnerships and one investment to hold for the next 5 to 10 years. Catch this week’s hot topics on this energy edition of Where The Money Is.
7/24/2014 • 32 minutes, 59 seconds
Where the Money Is 07.23.2014
Today on Where the Money Is, Healthcare analysts David Williamson and Michael Douglass look at healthcare headlines and updates from the Healthcare sector. Then, they foolishly play Fool in the Blank while updating investors on the most recent health care news.
7/23/2014 • 33 minutes, 35 seconds
Where the Money Is 07.22.2014
On today’s show the guys take a look at the latest Chinese food scandal to hurt Yum! Brands, as well as what Starbucks is doing with its mobile app. Plus they discuss some of the latest earnings announcements from Chipotle, Netflix, and Hasbro.
7/22/2014 • 25 minutes, 40 seconds
Where the Money Is 07.21.2014
Everything you need to know about Markel. Join Matt Koppenheffer and David Hanson as they prepare for their trip to Richmond to have lunch and talk investing with Markel CIO Tom Gayner.
7/21/2014 • 25 minutes, 15 seconds
Where the Money Is 07.18.2014
Why Berkshire Hathaway will thrive even after Warren Buffett is gone. Join David Hanson as he talks with Larry Cunningham, author of The Essays of Warren Buffett: Lessons for Corporate America and The AIG Story.
7/18/2014 • 38 minutes, 56 seconds
Where the Money Is 07.17.2014
The Cold War is over but somebody forgot to tell Vladimir Putin. Also, one of the best business minds in America is trying to clean up Canada’s oil sands while some energy insiders believe America is due for a ‘day of reckoning’ if this contentious 40 year ruling is not overturned. Catch this week’s hot topics on this energy edition of Where The Money Is.
7/17/2014 • 27 minutes, 39 seconds
Where the Money Is 07.16.2014
Health care analysts Michael Douglass and David Williamson discuss Google’s new foray into health care, bending the Medicare cost curve, and why hospital earnings are looking strong this next quarter.
7/16/2014 • 31 minutes, 38 seconds
Where the Money Is 07.15.2014
Today the guys talk about the big tobacco merger between Reynolds American and Lorillard, as well as where Potbelly’s goes from here. Plus they figure out who the real winners from the World Cup were.
7/15/2014 • 26 minutes, 48 seconds
Where the Money Is 7.14.2014
David Hanson and Matt Koppenheffer are back and ready to dive into the financials industry with Citi Group, Bank of America, Wells Fargo and much more in this episode of Where the Money Is.
7/14/2014 • 32 minutes, 44 seconds
Where the Money Is 07.11.2014
Jason and Brendan discuss what everyone is getting wrong with Comcast, the Amazon phone, Trip Advisor, Nike, and Twitter. Plus a look at one of Brendan’s favorite possible upcoming IPOs, Uber.
7/11/2014 • 15 minutes, 29 seconds
Where the Money Is 07.10.2014
This energy edition of Where The Money Is focuses on the United States rise as the world’s largest oil producer as well as a look into the next great shale producing nation. The gang also takes a stock quiz and covers iron ore prices and producers who might be pinched out of business.
7/10/2014 • 27 minutes, 47 seconds
Where the Money Is 7.9.2014
In today’s health care-focused episode of Where The Money Is, we cover painkillers, one way in which toilets may be cleaner than elevators, and a new push by France to reduce health care drug costs.
7/9/2014 • 30 minutes, 2 seconds
Where the Money Is 07.08.2014
On today’s WTMI, Mark and Mike discuss the past and future of Lululemon, as well as what Bed Bath & Beyond’s share buyback means for investors. Plus they dive into Macau’s declining gaming revenue, Wendy’s pretzel bun revival, and much more.
7/8/2014 • 27 minutes, 40 seconds
Where the Money Is 07.07.2014
Is the U.S. stock market overvalued? Where can you still find value? On today’s episode, we revisit a conversation about valuation with Bill Mann, Andy Cross, Jeff Fischer, and host Chris Hill.
7/7/2014 • 28 minutes, 42 seconds
Where the Money Is 07.03.2014
This energy edition of Where The Money Is looks at new rules around flaring natural gas in North Dakota, an Obama aide moving into a board seat at a large LNG company and we answer a question about our opposing view on exporting crude oil from the United States. Join energy analysts Joel South and Taylor Muckerman as they talk about hot topics around the energy and materials world.
7/3/2014 • 30 minutes, 2 seconds
Where the Money Is 7.2.2014
This healthcare-centric episode finds David Williamson and Michael Douglass discussing healthcare headlines, favorite companies, a new pot stock CEO, and self-destructing mosquitos.
7/2/2014 • 33 minutes, 9 seconds
Where the Money Is 07.01.2014
On today’s Consumer Goods edition of WTMI, Sean and Mark discuss the future of the soda industry and what will happen to Coca-Cola, Keurig, and SodaStream. Plus, they dive deep into the Container Store and Darden Restaurants.
7/1/2014 • 29 minutes, 22 seconds
Where the Money Is 06.30.2014
Who’s winning and losing in 2014? Join David Hanson and Tyler Riggs as they explain why Citigroup is lagging, Zillow is soaring, and REITs are making a comeback.
6/30/2014 • 23 minutes, 2 seconds
Where the Money Is 06.27.2014
President and COO of Prospect Grier Eliasek joins David Hanson and contractor Jordan Wathen on the phone to talk the future of Prospect and BDC's.
6/27/2014 • 22 minutes, 7 seconds
Where the Money Is 06.26.2014
Analysts Joel South & Taylor Muckerman talk Energy's biggest headlines, answer the question of "who's got the gold?" and talk about short-sellers
6/26/2014 • 19 minutes, 36 seconds
Where the Money Is 06.25.2014
In this health care-focused episode of Where The Money Is, analysts David Williamson and Michael Douglass discuss a new potential cystic fibrosis treatment, news from pharmacies, and how Accountable Care Organizations could transform health care.
6/26/2014 • 35 minutes, 40 seconds
Where the Money Is (Technical Difficulties)
Hey WTMI listeners! Unfortunately, we experienced technical difficulties recording the show. We hope to have it live tomorrow. Fool on!
6/23/2014 • 0
Where the Money Is (Technical Difficulties)
Hey WTMI listeners! Unfortunately, we experienced technical difficulties recording the show. We hope to have it live tomorrow. Fool on!
6/23/2014 • 0
Where the Money Is 06.20.2014
The Motley Fool's exlusive interview with T. Boone Pickens
6/20/2014 • 42 minutes, 46 seconds
Where the Money Is 06.19.2014
China’s resource quest is taking another form and it could cost you more at the grocery store. Tune into the energy edition of WTMI as Joel South and Taylor Muckerman look into the carbon cost of the World Cup and also look at what is running up your energy bills, even while you sleep.
6/19/2014 • 26 minutes, 14 seconds
Where the Money Is 06.18.2014
In this episode of Where the Money Is, the guys focus on Healthcare. Healthcare analysts Michael Douglass and David Williamson talk about shocking Obamacare costs, a bio-tech blow up, and other Healthcare headlines.
6/18/2014 • 29 minutes, 28 seconds
Where the Money Is 06.17.2014
On today’s Where the Money Is, Consumer Goods analysts Mark Reeth and Sean O’Reilly talk about Dreamwork’s flop, what will happen when Alibaba goes public, and all of the cool games Mark saw at E3. Plus they dive into JC Penney’s most recent 10-K and explain some of the things all investors should know about a company’s quarterly report.
6/17/2014 • 29 minutes, 1 second
Where the Money Is 06.16.2014
Why I’m buying Blackstone, Markel, and Silicon Valley Bank. Join Matt Koppenheffer and David Hanson as they breakdown Matt’s latest Real-Money Portfolio buys. The guys also play a round of Fool in the Blank and look at five Tweets.
6/16/2014 • 26 minutes, 32 seconds
Where the Money Is 06.13.2014
On today’s special Friday edition Motley Fool Co-Founder and CEO Tom Gardner interviews Danny Meyer, CEO of Union Square Hospitality Group.
6/13/2014 • 32 minutes, 13 seconds
Where the Money Is 06.12.2014
The guys talk headlines, have a stock quiz about U.S. oil imports from Russia and the history of “fracking”, while also deciding on which country would win the World Cup of energy.
6/12/2014 • 23 minutes, 8 seconds
Where the Money Is 06.11.2014
Join David Williams and Michael Douglass for an examination of healthcare headlines, in-depth coverage of Hep C drugs, a foolish game, and questions from viewers like you!
6/12/2014 • 28 minutes, 15 seconds
Where the Money Is 06.10.2014
What does the future hold for RadioShack following its disappointing quarterly earnings? Join consumer goods analysts Michael Finarelli and Sean O’Reilly as they discuss RadioShack’s future, Hertz Global’s accounting issues, and why multibillionaire activist investor Carl Icahn is shopping at Family Dollar.
6/11/2014 • 25 minutes, 44 seconds
Where the Money Is 06.09.2014
Does Bank of America have 25% upside from today? Join banking analysts David Hanson and Tyler Riggs as they breakdown a recent valuation study on Bank of America, play a round of Stock Quiz, and debate the merits of a $2.2 million lunch.
6/9/2014 • 25 minutes, 31 seconds
Where the Money Is 06.06.14
The Container Store is a popular destination for consumers all around the country. What can you learn from the Chairman and CEO, Kip Tindell? Join The Motley Fool’s Mark Reeth and Anand Chokkavelu while they speak with Kip Tindell about how much his life has changed since the company he co-founded went public a few months ago. Plus they pick up some business tips that Kip has learned through his decades of retail experience. And of course they ask him about the future of Container Store and retailers in general.
6/6/2014 • 34 minutes, 14 seconds
Where the Money Is 06.05.2014
Hurricane season is here but should you fear for your energy portfolio? Join the energy guys, Joel South and Taylor Muckerman as they talk about proposed changes in LNG exportation, oil wildcatters breaking the mold and Warren Buffett’s forward looking energy investments.
6/5/2014 • 21 minutes, 10 seconds
Where the Money is 06.04.2014
Looking for more information on how a drug gets developed? Join analysts Michael Douglass and David Williamson as they discuss the proposed Valleant/Alergan deal, Apple’s new health app, and how new cancer drugs could make a big difference in future care.
6/4/2014 • 37 minutes, 59 seconds
Where the Money Is 06.03.2014
We take and in depth look at the importance of Same Store Sales.
6/3/2014 • 30 minutes, 30 seconds
Where the Money Is 06.02.2014
Is Citigroup a better buy than JPMorgan? Join Matt Koppenheffer and David Hanson as they debate the merits of Citigroup and JPMorgan, discuss Dennis Rodman as a sports owner, and NYC allowing ferrets.
6/2/2014 • 31 minutes, 5 seconds
Where the Money Is 05.29.14
We are continuing our week of special interviews in honor of Memorial Day. Today we have part 1 of an interview with Will Thorndike, author of The Outsiders. We hope you enjoy and will return to normal programing on Monday June 2nd.
5/29/2014 • 28 minutes, 20 seconds
Where the Money Is 05.28.14
We are continuing our week of special interviews in honor of Memorial Day. Today we have an interview with Jeff Miller, COO and Executive VP of Halliburton. We hope you enjoy and will return to normal programing on Monday June 2nd.
5/28/2014 • 14 minutes, 36 seconds
Where the Money 05.27.2014
We are continuing our week of special interviews in honor of Memorial Day. Today we have an interview with Motley Fool co-founder and CEO Tom Gardner and Bud Sorenson. Bud Sorenson is a Whole Foods board member, venture capitalist and business professor. We hope you enjoy and will return to normal programing on Monday June 2nd.
5/27/2014 • 39 minutes, 15 seconds
Where the Money Is 05.26.14
We have a week of special interviews in honor of Memorial Day. Starting today with an interview with Zillow CEO Spencer Rascoff. We hope you enjoy and will return to normal programing on Monday June 2nd.
5/26/2014 • 16 minutes, 55 seconds
Where the Money Is 05.23.2014
As a special Friday show, Matt Koppenheffer answers your question in a special all mailbag show.
5/23/2014 • 17 minutes, 38 seconds
Where the Money Is 05.22.2014
A energy focused look at Where the Money Is.
5/22/2014 • 30 minutes, 4 seconds
Where the Money Is 05.21.2014
Are there any good marijuana or e-cigarette investments? Join Health Care analysts David Williamson and Michael Douglass as they discuss the MERS outbreak, cancer-sniffing dogs, and what Obamacare means for insurance premiums.
5/21/2014 • 36 minutes, 28 seconds
Where the Money Is 05.20.2014
Did AT&T make the right move buying DirecTV? Join Consumer Goods analysts Mike Finarelli and Mark Reeth as they discuss Whole Foods' recent tumble, Buffett's big buy, and holding Amazon for 30 years.
5/20/2014 • 30 minutes, 43 seconds
Where the Money Is 05.19.14
We take a look at the state of mergers in today's economy.
5/19/2014 • 25 minutes, 45 seconds
Where the Money Is 05.16.14
A conversation with Whitney Tilson. We discuss Berkshire Hathaway, AIG, Citigroup, and possibility of a 3-D printing bubble.
5/16/2014 • 17 minutes, 14 seconds
Where the Money Is 05.15.14
How make sure you don't fail when investing. Join David Hanson and Matt Koppenheffer as they discuss David Tepper's eloquent words of caution, AIG's big sale, and where they move if they were graduating college.
5/15/2014 • 26 minutes, 49 seconds
Where the Money Is 05.14.14
How to analyze a bank stock. Join David Hanson, Matt Koppenheffer, and their special guest,Anand Chokkavelu as they discuss Pimco, a government without debt, and a 'secret' stock
5/14/2014 • 35 minutes, 25 seconds
Where the Money Is 05.13.14
Is it time to bail on growth stocks? Join Morgan Housel, David Hanson, and Matt Koppenheffer as they discuss CEO pay, volatile stocks, and explain how they got started investing.
5/14/2014 • 17 minutes, 28 seconds
Where the Money Is 05.12.14
Who will steer the AIG ship after Benmosche? Join David Hanson and Matt Koppenheffer as they discuss the possibility of Fannie and Freddie merging, Tim Geithner’s new book, and Game of Thrones (no spoilers).
5/12/2014 • 24 minutes, 23 seconds
Where the Money Is 05.08.2014
Part 2 of 2: Motley Fool CEO Tom Gardner Chats With Value Investing Expert Bruce Greenwald
5/8/2014 • 34 minutes, 55 seconds
Where the Money Is 05.07.2014
Part 1 of 2: Motley Fool CEO Tom Gardner Chats With Value Investing Expert Bruce Greenwald
5/7/2014 • 30 minutes, 1 second
Where the Money Is 05.07.2014
Part 1 of 2: Motley Fool CEO Tom Gardner Chats With Value Investing Expert Bruce Greenwald
5/7/2014 • 0
Where the Money Is 05.06.2014
AIG checks in with its investors. Join Matt Koppenheffer and David Hanson as they discuss Visa’s Russian business, Tepper’s big payday, and George Clooney’s birthday.
5/6/2014 • 21 minutes, 16 seconds
Where the Money Is 05.05.2014
Everything you need to know about the Berkshire Hathaway annual meeting weekend. Join Matt Koppenheffer and David Hanson discuss the Buffett and Munger Q&A session, the future of Berkshire Hathaway, and why Markel is poised to deliver.
5/5/2014 • 25 minutes, 13 seconds
Where the Money Is 05.02.2014
Special episode brought to you from on site at the Berkshire Hathaway conference.
5/2/2014 • 8 minutes, 2 seconds
Where the Money Is 04.30.2014
A very special interview to shed light on the future of the payments industry.
4/30/2014 • 19 minutes, 44 seconds
Where the Money Is 04.29.14
What’s the one question you would ask Warren Buffett? Join Matt Koppenheffer and David Hanson as they discuss a massive bankruptcy, preview their trip to Omaha, and test each other’s investing will in a round of “Would You Rather…”
4/29/2014 • 26 minutes, 45 seconds
Where the Money Is 04.28.14
What did Bank of America do now?! Join Matt Koppenheffer and David Hanson as they bust the myth that says investors should “sell in May and go away,” dive into Bank of America’s latest issue, and try to stump each other’s investing knowledge in a round of “Stock Quiz.
4/28/2014 • 20 minutes, 16 seconds
Where the Money Is 04.25.14
We explore the world of REITs with Fool Contributor Brad Thomas. Brad breakdowns why investors should consider having REITs in their portfolio, how to value REITs , and why Realty Income is a better buy than Annaly Capital Management.
4/25/2014 • 11 minutes, 27 seconds
Where the Money Is 04.24.2014
In this special episode, we revisit an interview Motley Fool CEO Tom Gardner conducted with Chuck Royce. Chuck Royce is known as one of the pioneers of small-cap investing. He has been the President of The Royce Funds since 1972. His funds have around $39 billion in total assets under management
4/24/2014 • 33 minutes, 4 seconds
Where the Money Is 04.23.2014
3 proxy yellow flags. Join Matt Koppenheffer and David Hanson as they discuss the incredible powers of Tuesdays, the future of hotels, and rank bank CEOs.
4/23/2014 • 28 minutes
Where the Money Is 04.22.2014
Podcast: What is the best part of the Berkshire Hathaway annual shareholder meeting? What’s the most overrated part? Join Fool analysts Brendan Mathews and David Hanson as they discuss Interactive Brokers, Berkshire Hathaway, and why real estate isn’t a good long-term investment.
4/22/2014 • 12 minutes, 12 seconds
Where the Money Is 04.21.14
12 days until the Berkshire Hathaway shareholder meeting!
4/22/2014 • 26 minutes, 44 seconds
Where the Money Is 04.17.14
Earnings from Bank of America, Goldman Sachs, and Morgan Stanley. Plus a very special guest.
4/17/2014 • 29 minutes, 33 seconds
Where the Money Is 04.16.14
4/16/2014 • 17 minutes, 18 seconds
Where the Money Is 04.15.14
Tax day freebies, why to worry about your stockbroker, and more worries for big banks.
4/15/2014 • 19 minutes
Where the Money Is 04.14.14
A look at Citigroup’s earnings and a deeper dive on the first quarter at JPMorgan and Wells Fargo.
4/14/2014 • 22 minutes, 6 seconds
Where the Money Is 04.11.14
An analysis of TRANSACT 2014.
4/11/2014 • 24 minutes, 21 seconds
Where the Money Is 04.09.14
Our initial thoughts on the future of mobile payments from the Transact 2014 Confernce in Las Vegas.
4/10/2014 • 20 minutes, 53 seconds
Where the Money Is 04.07.14
Is the high-frequency trading scare a reason to avoid the discount brokerage stocks? Join Motley Fool banking analysts David Hanson and Tyler Riggs as they discuss HFT’s impact on these businesses, give a few resources to learn more about business, and try to stump each other in a round of “Stock Quiz”
4/7/2014 • 21 minutes, 43 seconds
Where the Money Is 04.04.14
The future of payments technology. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they discuss Friday’s job report, compare “Baby Berkshires,” and revisit their question on domesticated animals.
4/4/2014 • 23 minutes, 18 seconds
Where the Money Is 04.03.14
Why Enstar Group is a good buy today. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they discuss the latest departure from JPMorgan, cut a company from their stock draft teams, and examine stock-based compensation.
4/3/2014 • 26 minutes, 38 seconds
Where the Money Is 04.02.14
Why you really shouldn’t buy “SIKE”. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they reveal their April Fool’s day jokes and discuss the importance of understanding the business and valuation of the stock you are buying.
4/2/2014 • 29 minutes, 40 seconds
Where the Money Is 04.01.14
We celebrate the launch of FoolCoin! Join Matt Koppenheffer and David Hanson as they discuss The Motley Fool’s new currency, David’s latest stick pitches, and the importance of technical trading.
4/1/2014 • 19 minutes, 28 seconds
Where the Money Is 03.31.14
Why now is a good time to dive into that 10-K you’ve been meaning to read. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they discuss the “odd” move in interest rates, WisdomTree’s recent pullback, and try to stump each other’s stock knowledge.
3/31/2014 • 28 minutes, 55 seconds
Where the Money Is 03.28.14
A look a few “formal” Motley Fool recommendations. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they discuss the leadership teams at MasterCard and Berkshire Hathaway, how Zillow is a rule breaker, and why financial stocks continue to offer great deals.
3/28/2014 • 23 minutes, 13 seconds
Where the Money Is 03.27.14
Everything you need to know about the big bank CCAR results. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they discuss the Fed’s decision to deny Citigroup’s plans, Bank of America’s big boost, why Discover is a buy today, and take a question from their mailbag about First Niagara.
3/27/2014 • 26 minutes, 51 seconds
Where the Money Is 03.26.14
Here's why the proxy statement is so important for investors. Join Motley Fool banking analyst David Hanson and Matt Koppenheffer as they discuss how executive compensation influences their investing decisions, the benefit of being too big to fail, and take a question from their mailbag about Bank of Internet.
3/26/2014 • 29 minutes, 47 seconds
Where the Money Is 03.25.14
1 international bank stock to put on your radar today. In this episode, Motley Fool analysts David Hanson and Matt Koppenheffer debate the future of bank branches, play a round of “Would You Rather,” and discuss the announcement about “The Big Short” movie.
3/25/2014 • 28 minutes, 37 seconds
Where the Money Is 03.24.14
What to watch during this week of big banking news. Join Matt Koppenheffer and David Hanson as they discuss the "next financial crisis," big banks' dividends, and play a round of Stock Quiz.
3/24/2014 • 26 minutes, 13 seconds
Where the Money Is 03.21.14
Did the banks pass the big stress tests? Join Motley Fool banking analysts Matt Koppenheffer and David Hanson as they discuss the tests, what Matt missed while he was gone, and rank their favorite Berkshire Hathaway companies.
3/21/2014 • 27 minutes, 28 seconds
Where the Money Is 03.30.14
Are you ready for the bank stress tests? Join David Hanson as he breaks down what to watch in the stress tests and takes a question about Zillow from his mailbag.
3/20/2014 • 10 minutes, 33 seconds
Where the Money Is 03.18.14
5 great questions from the Where the Money Is mailbag. In this episode, Motley Fool analyst David Hanson tackles five questions about Bank of America, paying off student loans, the future of financial advisors, and buying a stock that just keeps soaring.
3/18/2014 • 15 minutes, 14 seconds
Where the Money Is 03.14.14
Today we have an interview with David Gardner, Co-Founder of the Motley Fool.
3/14/2014 • 31 minutes, 56 seconds
Where the Money Is 03.13.14
A deeper look at the BDC industry. Motley Fool analyst David Hanson is joined by Fool Contributor Jordan Wathen to discuss the overall market's valuation, what makes a BDC great, and the glories of micro-cap stocks.
3/13/2014 • 21 minutes, 50 seconds
Where the Money Is 03.12.14
Can Bank of America regain its pre-crisis form? Join Motley Fool analysts Patrick Morris and David Hanson as they discuss Fannie Mae and Fredde Mac's plummet, the possibility of Bank of America soaring higher, and rank 5 credit-card companies.
3/12/2014 • 20 minutes, 40 seconds
Where the Money Is 03.11.14
What are the biggest lessons learned from the bottom of the stock market in March 2009? Join Motley Fool banking analysts Tyler Riggs and David Hanson as they discuss how investors got right and wrong during the scary times in early 2009.
3/11/2014 • 26 minutes, 18 seconds
Where the Money Is 03.10.14
Is the student loan crisis really as bad as you think? Join Motley Fool analysts Patrick Morris and David Hanson as they discuss the new effort from MasterCard and Visa, the possibility of a dividend at Berkshire Hathaway, and finish off the day examining the NFL’s top draft prospect.
3/10/2014 • 20 minutes, 56 seconds
Where the Money Is 03.07.14
Join Motley Fool analysts Matt Koppenheffer and David Hanson as answer three listener-questions, hear the Bear-case for Warren Buffett's company, and finish off the day looking at an insightful price.
3/7/2014 • 25 minutes, 26 seconds
Where the Money Is 03.06.14
1 stock spanning the world with a great dividend for your radar. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Bank of Ameica's new product, Fool in the Blank, and finish off the day looking at three tweets.
3/6/2014 • 26 minutes, 27 seconds
Where the Money Is 03.05.14
How to tell the difference between an investment bank and commercial bank. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the upcoming Moelis, rank Oscar winners, and finish off the day looking at three tweets.
3/5/2014 • 28 minutes, 50 seconds
Where the Money Is 03.04.14
1 stock backed by a legendary investor for your radar. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the issues at Citigroup, choose between Warren Buffett and Brian Moynihan, and finish off the day looking at five tweets.
3/4/2014 • 27 minutes, 22 seconds
Where the Money Is 03.03.14
It's here! Warren Buffett's annual letter to shareholders arrives. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Berkshire's results, Buffett's wisdom, and finish off by looking at four tweets from this snow-filled day.
3/3/2014 • 22 minutes, 15 seconds
Where the Money Is 02.28.14
We check in with one of August “Stock Draft” participants. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the issues at Campus Crest, debate the merits of foreign investing, and finish off the week looking at four tweets.
2/28/2014 • 29 minutes, 7 seconds
Where the Money Is 02.27.14
Why AIG is my biggest stock holding. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest housing data, Fool in the blank, and dig into their mailbag to answer a question about “one-time events.”
2/27/2014 • 29 minutes, 29 seconds
Where the Money Is 02.26.14
Ranking our favorite Warren Buffett stocks. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss earnings from Annaly Capital Management, choose the most important section of a 10-K, and dig into their mailbag to answer a question about Zillow.
2/26/2014 • 26 minutes, 26 seconds
Where the Money Is 02.25.14
One stock yielding 7% to put on your radar. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the Mt. Gox shenanigans, choose between the CEO position at Wells Fargo and PNC, and talk investment opportunities in the student housing sector.
2/25/2014 • 24 minutes, 27 seconds
Where the Money Is 02.24.14
Warren Buffett gives the world a sneak-peak of his world-famous letter to shareholders. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a look back to the pre-crisis Fed, answer a question on complicated assets, and digest Buffett’s latest words of Wisdom.
2/24/2014 • 26 minutes, 8 seconds
Where the Money Is 02.21.14
An interview with Fool, Joe Magyer. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look the future of banking, answer a question on GE Capital, and take a look back at Fannie Mae’s wild 2013.
2/21/2014 • 33 minutes, 25 seconds
Where the Money Is 02.20.14
The important thing you’re overlooking at banks. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look the future for Allstate, play a round of Fool in the Blank and take a question from their mailbag on American Express.
2/20/2014 • 27 minutes
Where the Money Is 02.19.14
Who is the last hedge fund manager you’d bet against? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look at the New York City taxi industry, play a round of Rank It!, and take a question from their mailbag.
2/19/2014 • 25 minutes, 19 seconds
Where the Money Is 02.18.14
Berkshire Hathaway discloses its latest holdings, but does it even matter to you? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look at Wall Street pay, play a round of Would You Rather…, and take a question from their mailbag.
2/18/2014 • 22 minutes, 2 seconds
Where the Money Is 02.14.14
For day two of snowpolcalypse 2 we have an interview with Michael Mauboussin.
2/14/2014 • 36 minutes, 47 seconds
Where the Money Is 02.13.14
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You have the questions we have the answers, join us for a whole mail bag show.
2/13/2014 • 17 minutes, 45 seconds
Where the Money Is 02.12.14
Are you going to invest in peer-to-peer lending? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look at Charlie Munger’s stock picks, play a game of Rank It!, and look at three insightful tweets.
2/12/2014 • 28 minutes, 35 seconds
Where the Money Is 02.11.14
Better buy now: Trulia or Netflix. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look at Bitcoin and Mt. Gox, cover three more earnings reports, and play a round of Would You Rather.
2/11/2014 • 26 minutes, 25 seconds
Where the Money Is 02.10.14
Lessons learned from great investors. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look ahead to this week’s biggest events, share lessons learned, and touch on Bitcoin’s recent tumble.
2/10/2014 • 28 minutes, 6 seconds
Where the Money Is 02.07.14
We sit down with Prosper Marketplace executive Ron Suber. The conversation highlights how retail investors should think about peer-to-peer lending and what the industry's opportunities and challenges are.
2/7/2014 • 18 minutes, 38 seconds
Where the Money Is 02.06.13
The all-questions show! Join Motley Fool analysts Matt Koppenheffer and David Hanson answer listener questions about MasterCard, Bank of Ireland, and Annaly Capital Management.
2/6/2014 • 18 minutes, 47 seconds
Where the Money Is 02.05.14
We celebrate the 100th episode of Where the Money Is! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the things they regret, go back in time to 1914, and announce the winner of the WtMI contest.
2/5/2014 • 29 minutes, 51 seconds
Where the Money Is 02.04.14
Four more companies check-in with investors with quarterly earnings. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the recent market sell-off, choose between Fannie Mae and J.C. Penney, and take a question from their mailbag on buying a bank.
2/4/2014 • 26 minutes, 21 seconds
Where the Money Is 01.03.14
We check in on lending standards across the country. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the approval of a Bank of America settlement, scout dividend paying stocks, and even share their thoughts on Peyton Manning’s legacy.
2/3/2014 • 22 minutes, 53 seconds
Where the Money Is 01.31.14
We sit down with Million Dollar Portfolio advisor Ron Gross to chat about financials and a few other stocks on his radar. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Amazon’s new idea, debate MasterCard’s potential, and answer a question on Bank of Internet’s customer service.
1/31/2014 • 26 minutes, 7 seconds
Where the Money Is 01.30.14
A look ahead to the mREIT earnings season. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the Fed’s decision to continue tapering, share the country that intrigues them the most, and answer a question on Markel’s portfolio.
1/30/2014 • 24 minutes, 49 seconds
Where the Money Is 01.29.14
Housing prices continues to climb higher, but should investors expect that to continue? In this segment of The Motley Fool’s financials-focused show, Where the Money Is, banking analysts Matt Koppenheffer and David Hanson discuss the latest housing data and look ahead.
1/29/2014 • 27 minutes, 30 seconds
Where the Money Is 01.28.14
An all questions show! Join us for in depth answers of viewer questions.
1/28/2014 • 18 minutes, 59 seconds
Where the Money Is 01.27.14
How do Visa and MasterCard really make their revenue? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest Bank of America probe, pick the three stocks they’d love to buy cheaper, and answer a question on Genworth Financial.
1/27/2014 • 26 minutes, 6 seconds
Where the Money Is 01.24.14
We chat with Motley Fool co-founder David Garnder. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss earnings from Discover and First Niagara, look ahead to next week, and answer a question on valuing asset management stocks.
1/24/2014 • 28 minutes
Where the Money Is 01.23.14
Should eBay listen to Carl Icahn? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss some comments from Jamie Dimon, navigate the SEC website, and dip into their mailbag.
1/23/2014 • 22 minutes, 4 seconds
Where the Money Is 01.22.14
We take a look at the earnings reports you’ve overlooked! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the Gold vs. Bitcoin, Elon Musk’s brilliance, and dip into their mailbag.
1/22/2014 • 23 minutes, 8 seconds
Where the Money Is 01.21.14
We revisit our August “Stock Draft” to discuss the winners and loser, so far. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Goldman’s expectations, share how they try and find great management teams, and grade one crazy hair-style.
1/21/2014 • 22 minutes, 1 second
Where the Money Is 01.17.14
An exclusive WtMI interview with Fool favorite, Morgan Housel. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at earnings from Morgan Stanley, look ahead to next week, and dip into their mailbag.
1/17/2014 • 27 minutes, 45 seconds
Where the Money Is 01.16.14
An in-depth look at Bank of America’s 4th quarter. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at earnings from Goldman Sachs and Citigroup, play a round of “Fool in the Blank,” and dip into their mailbag.
1/16/2014 • 26 minutes, 57 seconds
Where the Money Is 01.15.14
An all-mailbag edition of Where the Money Is with Motley Fool analysts Matt Koppenheffer and David Hanson answering questions on bonds, Bitcoin, ETFs, and being on a deserted island with four big banks.
1/15/2014 • 23 minutes, 19 seconds
Where the Money Is 01.14.14
An in-depth look at “Tangible Book Value.” Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at earnings from JPMorgan and Wells Fargo, debate the future of Uber, and test Elon Musk’s hand at Wall Street.
1/14/2014 • 26 minutes, 40 seconds
Where the Money Is 01.13.14
We revisit our August “Stock Draft” to discuss the winners and loser, so far. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Goldman’s expectations, share how they try and find great management teams, and grade one crazy hair-style.
1/13/2014 • 29 minutes, 12 seconds
Where the Money Is 01.10.14
An exclusive interview with one of our Foolish analysts. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the jobs report, give in “Idiot’s Guide” to Annaly, and explain Wal-Mart’s latest blunder.
1/10/2014 • 26 minutes, 40 seconds
Where the Money Is 01.09.14
How can investors sleep well at night owning big bank stocks? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest Fed minutes, how banks can lose their trust, and answer a question about the lack of love for Wells Fargo.
1/9/2014 • 27 minutes, 41 seconds
Where the Money Is 01.08.14
What to expect this bank earnings season. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest mortgage probe, rank their favorite equity REITs, and answer a question about Berkshire Hathaway’s share structure.
1/8/2014 • 25 minutes, 9 seconds
Where the Money Is 01.07.14
The biggest tech trends that could change the financial sector. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss exciting innovations from the CES, Janet Yellen’s big day, and answer a question on how many stocks investors should hold at once.
1/7/2014 • 25 minutes, 35 seconds
Where the Money Is 01.06.14
Is the housing bubble back? Join Motley Fool analysts Matt Koppenheffer, Morgan Housel, and David Hanson as they discuss the allure of bank stocks, diversification, and the usefulness of S&P 500 price targets
1/6/2014 • 21 minutes, 58 seconds
Where the Money Is 1.03.14
Matt and David give you their 2104 preview including biggest headlines, companies to watch and finally the CEO of 2014.
Today’s show was prerecorded normal programing will resume on Monday.
1/3/2014 • 16 minutes, 43 seconds
Where the Money Is 1.02.14
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New Year’s Resolutions: Investing Style. Join Motley Fool analysts Matt Koppenheffer and David Hanson give their new year’s resolutions and how they plan to become better investors.
1/2/2014 • 0
Where the Money Is 12.31.13
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The biggest headlines, themes, and shocks from a wild year. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they reminisce about 2013.
12/31/2013 • 20 minutes, 38 seconds
Where the Money Is 12.30.13
Matt and David do a run down of the best and worst stocks of 2013.
12/30/2013 • 16 minutes, 36 seconds
Where the Money Is 12.27.13
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Our best financial stock ideas for 2014. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they each give five of their favorite stocks for the new year.
12/27/2013 • 22 minutes, 54 seconds
Where the Money Is 12.26.13
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You’ve got questions, we’ve got answers! Join Motley Fool analysts Matt Koppenheffer and David Hanson host an all-mailbag show and answer listeners’ questions.
12/26/2013 • 0
Where the Money Is 12.24.13
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Join Motley Fool analysts Matt Koppenheffer and David Hanson as they run down their picks for holiday stocks. First small stocking stuffer stocks, then which stocks have been naughty and nice. Plus the ones they would want to return on Boxing day and finally the stocks that just keep giving. Happy Holidays!
12/24/2013 • 13 minutes, 38 seconds
Where the Money Is 12.23.13
The best Tweets of 2013. In this special podcast, Motley Fool analyst David Hanson is joined by Morgan Housel to discuss seven of their favorite tweets from 2013.
12/23/2013 • 11 minutes, 28 seconds
Where the Money Is 12.20.13
Our favorite books of 2013. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest GDP reading, Annaly Capital Management’s dividend cut, and why Die Hard is such a good movie.
12/20/2013 • 25 minutes, 55 seconds
Where the Money Is 12.19.13
What does it really mean when people say the market is overvalued? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the Fed’s decision to taper, Target’s credit card woes, and why they would love Zack Morris to run their bank
12/19/2013 • 22 minutes, 7 seconds
Where the Money Is 12.18.13
Will bank branches still exist in the future? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Bitcoin’s woes, ranking a motley group of stock, and analyze Nicholas Cage’s acting chops.
12/18/2013 • 26 minutes, 32 seconds
Where the Money Is 12.17.13
Does Bank of America need to fix itself reputation problem for it to be a successful bank? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss women on Wall Street, value Dunkaroos, and compare Ben Affleck’s career to that of a company.
12/17/2013 • 25 minutes, 10 seconds
Where the Money Is 12.16.13
Remember 1999? Those were some wild times. Fool analyst David Hanson is joined by Morgan Housel to discuss AIG’s deal to unload ILFC, the importance (or lack thereof) of Fed tapering, and why today is nothing like 1999.
12/16/2013 • 9 minutes, 13 seconds
Where the Money Is 12.13.13
5 things to look for in the best P&C insurance companies. Join Motley Fool analysts David Hanson and Brendan Mathews as they discuss the latest from AIG, ponder the possibility of driverless cars, and examine JPMorgan’s move into the world of Bitcoin.
12/13/2013 • 18 minutes, 3 seconds
Where the Money Is 12.12.13
Should Bank of America really trade below book value? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss JPMorgan and Bernie Madoff, talk about two stocks they wish took a 30% haircut, and go to their mailbag to prove David wrong!
12/12/2013 • 24 minutes, 24 seconds
Where the Money Is 12.11.13
What does the Volcker Rule mean for your bank stocks? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss comments from the leaders of Bank of America and Wells Fargo, rank big asset managers, and celebrate the Motley Fool being named Glassdoor’s #1 best mid-sized company to work for!
12/11/2013 • 23 minutes, 47 seconds
Where the Money Is 12.09.13
Better buy right now: Bank of America or Bank of Internet? Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the 2014 market outlook, the global opportunity for MasterCard and Visa, and take a listener’s question about banking with nontraditional outlets.
12/9/2013 • 26 minutes, 13 seconds
Where the Money Is 12.06.13
One amazing bank you have never heard of. Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest jobs report, ponder the possibility of Dow 20,000, and take a listener’s question about diversification.
12/6/2013 • 26 minutes, 30 seconds
Where the Money Is 12.04.13
Debate: Are community banks good or bad for the industry and economy? Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the state of the mortgage lending market, rank their favorite mortgage REITs, and take a listener’s question about the reinsurance market.
12/4/2013 • 25 minutes, 54 seconds
Where the Money Is 12.03.13
Will a Fed taper inevitably crush the market? The answer is more complicated than you might think! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest about the Volcker Rule’s impact on Goldman Sachs, play a round of “Would You Rather...,” and take a listener’s question banks vs. credit unions.
12/3/2013 • 26 minutes, 22 seconds
Where the Money Is 12.02.13
What can retail investors learn from 13F filings? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest on bank settlements, answer a question about diversifying a smaller portfolio, and grade their Thanksgiving feasts.
12/2/2013 • 26 minutes, 16 seconds
Where the Money Is 11.26.13
4 stocks you can buy today and forget about during the holiday season! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest from the FDIC, play a round of “Would You Rather...,” and take a listener’s question about “stock picker’s markets.”
11/26/2013 • 24 minutes, 55 seconds
Where the Money Is 11.25.13
Are investors giving Warren Buffett too much credit? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest on bank settlements, look at the latest Buffett-buy, and find out where you can pay rent in Bitcoin.
11/25/2013 • 23 minutes, 8 seconds
Where the Money Is 11.22.13
Why the PE ratio is not always the best measure of “value.” Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest on Janet Yellen, give the bull and bear case for Citigroup, and take a listener’s question about valuing financial companies.
11/22/2013 • 25 minutes, 59 seconds
Where the Money Is 11.21.13
4 small-cap companies to put on your watchlist. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest on Fannie Mae and Freddie Mac, “Fool” in the blank, and take a listener’s question about JPMorgan Chase.
11/21/2013 • 26 minutes, 33 seconds
Where the Money Is 11.20.13
Ranking 5 consumer finance stocks. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest from the world of Bitcoin, Brian Moynihan’s journey, and take a listener’s question about taxable trading accounts.
11/20/2013 • 27 minutes, 41 seconds
Where the Money Is 11.19.13
Everything you need to know about the Berkshire Hathaway portfolio. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest from the world of Bitcoin, JPMorgan’s latest legal news, and take a listener’s question about AmTrust Financial.
11/19/2013 • 26 minutes, 20 seconds
Where the Money Is 11.18.13
Are you tempted to sell you Bank of America shares? You may want to reconsider. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at the latest from the world of Bitcoin, the importance of capital allocation, and take a listener’s question about Annaly Capital Management.
11/18/2013 • 26 minutes, 56 seconds
Where the Money Is 11.15.13
For today's episode we have a special interview with Mike Mayo about the future of big banks.
11/15/2013 • 15 minutes, 52 seconds
Where the Money Is 11.14.13
A deeper look at a shocking plan for Fannie Mae and Freddie Mac. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at comments from Janet Yellen, dip into their mailbag, and search Twitter for some quick tidbits.
11/14/2013 • 26 minutes, 46 seconds
Where the Money Is 11.13.13
Which investment banks are the best buys today? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they look at a new proposal involving Fannie Mae and Freddie, dip into their mailbag, and search Twitter for some quick tidbits.
11/13/2013 • 25 minutes, 1 second
Where the Money Is 11.12.13
Is it time to cut your dividend-laggards? Fool analyst David Hanson is joined by Morgan Housel to discuss the future of Bitcoin, Fannie Mae and Freddie Mac, and the mechanics of the Twitter IPO.
11/12/2013 • 20 minutes, 41 seconds
Where the Money Is 11.08.13
Are the parts of Bank of America worth more than the whole? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they give the bull and bear cases for Berkshire Hathaway, answer questions from listeners, and scour the headlines for the information that you need to know.
11/8/2013 • 25 minutes, 20 seconds
Where the Money Is 11.07.13
Can banks return to their glory years? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they talk Citigroup and Twitter, answer listeners’ questions, and scour the headlines for the information that you need to know.
11/7/2013 • 25 minutes, 22 seconds
Where the Money Is 11.06.13
What does the perfect financial company look like? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they rank the best insurance stocks, answer listeners’ questions, and scour the headlines for the information that you need to know.
11/6/2013 • 30 minutes, 17 seconds
Where The Money Is 11.05.13
2 undervalued stocks in this “eerily high” market and we dig into the mailbag! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest on SAC Capital, Bank of Internet, and Mark Zuckerberg.
11/5/2013 • 25 minutes, 1 second
Where the Money Is 11.04.13
Berkshire Hathaway chugs along and we dig into the mailbag! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest on Popular, BB&T, and… Ray Lewis.
11/4/2013 • 27 minutes, 13 seconds
Where the Money Is 11.01.13
2 things we learned this week and when to consider dumping shares of Two Harbors! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest on AIG, Zillow, and The Container Store.
11/1/2013 • 27 minutes, 40 seconds
Where the Money Is 10.31.13
2 scary stocks and we dip into our mailbag! Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest on Bank of America, Visa, and Berkshire Hathaway.
10/31/2013 • 25 minutes, 38 seconds
Where the Money Is 10.30.13
Which market lagging stocks are poised to pop? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the latest on JPMorgan, share 2 stocks poised to beat the market, and rank super regional bank stocks.
10/30/2013 • 25 minutes, 17 seconds
Where the Money Is 10.29.13
Can JPMorgan shareholders sleep well at night? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss earnings from AGNC and IVR, as well as the 1929 stock market crash.
10/29/2013 • 23 minutes, 8 seconds
Where the Money Is 10.28.13
mREIT earnings preview. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss the JPMorgan settlement, mREITs, and earnings from Bank of America.
10/28/2013 • 26 minutes, 38 seconds
Where the Money Is 10.25.13
Should you worry about a market crash? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Friday’s top headlines and search Twitter for some hidden insights.
10/25/2013 • 26 minutes, 43 seconds
Where the Money Is 10.24.13
Fannie Mae and Freddie Mac: What’s the deal? Join Motley Fool analysts Matt Koppenheffer and David Hanson as they discuss Thursday’s top headlines and search Twitter for some hidden insights.
10/24/2013 • 26 minutes, 53 seconds
Where the Money Is 10.23.13
Visa, Mastercard, or American Express: Which is the best bet? Motley Fool banking analysts David Hanson and Matt Koppenheffer take a look at Wednesday’s top headlines and search Twitter for some hidden insights.
10/23/2013 • 22 minutes, 53 seconds
Where the Money Is 10.22.13
What happens when you don't watch the market? Motley Fool banking analysts David Hanson and Matt Koppenheffer take a look at Monday’s top headlines and search Twitter for some hidden insights.
10/22/2013 • 21 minutes, 36 seconds
Where the Money Is 10.21.13
Berkshire Hathaway: Buy, Sell, or Hold? Motley Fool analysts David Hanson and Morgan Housel take a look at Monday’s top headlines and search Twitter for some hidden insights.
10/21/2013 • 17 minutes, 13 seconds
Where the Money Is 10.18.13
Is Bank of America’s business model sustainable? Motley Fool banking analyst David Hanson is joined by John Reeves to take a look at Friday’s top headlines and search Twitter for some hidden insights.
10/18/2013 • 24 minutes, 38 seconds
Where the Money Is 10.17.13
Quarterly earnings: Useful or Wasteful? Motley Fool analysts David Hanson and Morgan Housel take a look at Thursday’s top headlines and search Twitter for some hidden insights.
10/17/2013 • 20 minutes, 22 seconds
Where the Money Is 10.16.13
Bank of America’s profits surge and we look at 2 stocks dividend investors should watch. Join Motley Fool analysts David Hanson and John Maxfield as they take a look at Thursday’s top headlines and search Twitter for some hidden insights.
10/16/2013 • 24 minutes, 52 seconds
Where the Money Is: 10.15.13
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On today’s special edition we have an interview with Chris Mayer of Columbia University. We hope you enjoy and we will resume normal programing tomorrow with a special guest.
10/15/2013 • 20 minutes, 12 seconds
Where the Money Is: 10.14.13
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On today’s special edition we have an interview with Bruce Greenwald of Columbia University. We hope you enjoy and we will resume normal programing on Wednesday.
10/14/2013 • 27 minutes, 29 seconds
Where the Money Is: 10.11.13
Reviewing Wells Fargo and JPMorgan’s earnings and playing “Investing Chicken.” Motley Fool analysts David Hanson and Billy Kipersztok take a look at Friday’s top headlines and search Twitter for some hidden insights.
10/11/2013 • 22 minutes, 41 seconds
Where the Money Is: 10.10.13
1 investment with huge upside and we five five payments companies. Motley Fool analysts David Hanson and Brendan Mathews take a look at Thursday’s top headlines and search Twitter for some hidden insights.
10/10/2013 • 18 minutes, 12 seconds
Where the Money Is: 10.09.13
Yellen is the new chief and why Treasuries are critical. Motley Fool analysts David Hanson and Morgan Housel take a look at Wednesday’s top headlines and search Twitter for some hidden insights.