Industry Focus

By The Motley Fool

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 Nov 6, 2020


 Apr 26, 2020

Description

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.

Episode Date
Wildcard: Jeans Post-Vaccine
47:49

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

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

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

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Nov 25, 2020
CG: Doubling Down on DraftKing
26:58

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

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Nov 24, 2020
Financials: Digging Into Affirm's S-1 and What Buffett's Been Buying and Selling
34:50

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

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Nov 23, 2020
Tech: Air B and Buy?
37:50

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

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

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

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Nov 20, 2020
Energy: What to Make of Vaccine News?
26:38

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

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

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Nov 19, 2020
Wildcard: Retail Earnings & Special Dividends
42:46

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

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

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

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Nov 18, 2020
CG: Digging into DoorDash’s S-1
40:46

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

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Nov 17, 2020
Financials: A Closer Look at Capital One
31:26

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

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Nov 17, 2020
Tech: Tim B's Process
49:02

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

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

Stocks: FSLY, TWLO, SNOW, MDB

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Nov 13, 2020
Energy: Catching Up with Redfin
28:09

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

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

Stocks Mentioned: RDFN, ZG, Z

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Nov 12, 2020
Wildcard: The Future of Fitness is Connected and Community
35:35

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

Stocks: PTON AAPL LULU FIT

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Nov 11, 2020
CG: Biden’ our Time Until a Vaccine
41:12

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

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

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Nov 10, 2020
Financials: Why Are Bank Stocks and REITs Soaring on the Vaccine News?
43:30

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

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Nov 09, 2020
Tech: Five Up on Work
26:17

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

Stocks: FVRR, UPWK, DOCU

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Nov 06, 2020
Energy: A Defense Stocks Basket
34:06

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

Basket: NOC, LHX, BAH, KTOS

Honorable Mention: GD

Other Tickers Mentioned: LMT, CACI

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Nov 05, 2020
Wildcard: The Tattooed Chef -- Mouthwatering or Malarkey?
27:50

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

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Nov 04, 2020
Election Special: The Final Countdown
38:21

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

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

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Nov 03, 2020
Financials: Visa and Mastercard Earnings, Square's Next Business, and Mall Bankruptcies
30:24

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

Stocks: V, MA, SQ, BRK.A, BILL 

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Nov 02, 2020
Tech: Pinterest Pops, Spotify Drops
29:04

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

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Oct 30, 2020
Energy: Where ESG Impact Falls Short with Will Thomson of Massif Capital
54:11

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

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Oct 29, 2020
Wildcard: The Business of Video Games with Joost van Dreun
01:13:04

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

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Oct 28, 2020
CG: Revenge of the Lifestyle Stocks
39:15

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

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Oct 27, 2020
Financials: Earningspalooza Rolls On, JP Morgan Chase Puts Square in its Sights, & More!
39:12

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

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Oct 26, 2020
Tech: Anti-Trust and Snap's Back
36:57

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

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Oct 23, 2020
Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery
23:34

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

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Oct 22, 2020
Wildcard: Health to 10X Wealth
42:34

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

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Oct 21, 2020
CG: Is it Game On for GameStop?
49:11

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

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Oct 20, 2020
Financials: Bank Earnings Recap: Who Are the Financial Sector Winners?
28:34

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). 

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Oct 19, 2020
Tech: Apple, Amazon, and K-Pop
30:47

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

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Oct 16, 2020
Energy: Defense Investing? It’s Classified
23:14

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

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Oct 15, 2020
Wildcard: Is It Game On for Unity Software?
29:27

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

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Oct 14, 2020
CG: 2020’s Top Trends in Consumer Goods
45:50

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)

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Oct 13, 2020
Financials: Venmo's New Credit Card, Square's New Investment, and a Preview of Bank Earnings
29:45

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. 

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Oct 12, 2020
Tech: Asana La Vista
32:04

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

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Oct 09, 2020
Energy: Investing in Steel in 2020
27:20

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

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Oct 08, 2020
Wildcard: SPACs 102
37:20

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

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Oct 07, 2020
CG: Saying Goodbye to More than Just Movies
29:39

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.

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Oct 06, 2020
Financials: A Deep Dive into eXp World Holdings
33:21
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
 
Oct 05, 2020
Tech: 2020's Most Controversial Tech Stock
34:48

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.

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Oct 02, 2020
Energy: A Renewable Energy Basket
39:14

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

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Oct 01, 2020
Wildcard: Cruisin' into the New Year?
34:27

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?

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Sep 30, 2020
CG: Costco and the Beauty of Membership-Based Retail
34:21

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.

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Sep 29, 2020
Financials: A Fall Financials Check-In and an Exciting New Fool Service
22:59

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. 

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Sep 28, 2020
Tech: Bargain Bin Buys and Bottomed Out Businesses
31:27

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

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Sep 25, 2020
Energy: The Nikola Saga
25:44

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

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Sep 24, 2020
Wildcard: GoodRx - Prescription for Profit?
35:48

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

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Sep 23, 2020
CG: A discount winner and a beverage contender.
37:09

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.

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Sep 22, 2020
Financials: Is This Real Estate SaaS Company Worth Buying?
33:44
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. 
 
Sep 21, 2020
Tech: JFrog and the September Blizzard
30:44

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

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Sep 18, 2020
Energy: Daniel Yergin on Energy, Climate, and Geopolitics
47:01

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

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Sep 17, 2020
Wildcard: Has Teladoc Health Met Its Match?
30:53

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

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Sep 16, 2020
CG: Overlooked and Overstocked
28:51

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!

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Sep 15, 2020
Financials: Buffett's IPO Investment and Citigroup's Next CEO
25:05

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. 

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Sep 14, 2020
Tech: The "Other, Other, Other" Zoom
39:19

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.

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Sep 11, 2020
Energy: Boeing Gets More Bad News + Checking in On Air Travel
29:16

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

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Sep 10, 2020
Wildcard: 3 Med-Tech Sizzlers
29:58

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).

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Sep 09, 2020
CG: Etching out the Future for Etsy
29:35

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.

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Sep 08, 2020
Tech: Your Stock Questions
29:43

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

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Sep 04, 2020
Energy: Corporate Denial Campaigns with Barbara Freese
42:55

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

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Sep 03, 2020
Wildcard: Berkshire Hathaway and the Power of Quality Shareholders w/ Lawrence Cunningham
01:06:07

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

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Sep 02, 2020
CG: More Tales from the Retail Frontier
35:21

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! 

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Sep 01, 2020
Financials: 2 Fintech Stocks We're Ready to Buy Now
30:28

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).

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Aug 31, 2020
Tech: There’s No Business Like SNOW Business
36:51

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

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Aug 28, 2020
Energy: EV IPO Mania
40:52

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

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Aug 27, 2020
Wildcard: The Tesla of Medical Imaging?
33:57

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.

Aug 26, 2020
CG: Serving the Underserved: Looking at Underrated Consumer Goods Companies
37:05

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)

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Aug 25, 2020
Financials: Splits, Shorts, and Refinances: What Investors Need to Know
31:47

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. 

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Aug 24, 2020
Tech: Valuation, TAM, Margin of Safety, and More!
37:49

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

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Aug 21, 2020
Energy: Down with Coal, Up with Renewables
30:08

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

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Aug 20, 2020
Wildcard: China Tech w/ Rui Ma of TechBuzz China
52:14

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

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Aug 20, 2020
CG: Breaking Down the Earnings Barriers: Walmart, Home Depot, and Kohls
32:53

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.

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Aug 18, 2020
Financials: Here's What Warren Buffett is Buying and Selling
33:17

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!

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Aug 17, 2020
Tech: 10X Stocks
38:08

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

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Aug 14, 2020
Energy: Brookfield Renewable Energy and Where to Look for Renewable Energy Stocks
25:04

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

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Aug 13, 2020
Wildcard: Chinese Gaming
24:53

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!

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Aug 12, 2020
CG: Uncovering the Un-Carrier
34:26

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.

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Aug 11, 2020
Financials: Insurance Earnings and Interest Rates, Oh My!
44:39

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

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Aug 10, 2020
Tech: Top Stocks of 2020
32:48

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

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Aug 07, 2020
Energy: What College Football Can Teach Us About Investing
32:17

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. 

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Aug 06, 2020
Wildcard: A Conversation with LivePerson Founder and CEO Rob LoCascio.
31:00

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

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Aug 05, 2020
CG Bonus Episode: Planet Fitness Earnings Review
13:04

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.

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Aug 05, 2020
CG: Pre-Earnings Planet Fitness Deep Dive
40:48

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.

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Aug 04, 2020
Financials: PayPal Earnings, Apple's Latest Acquisition, and More
23:28

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. 

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Aug 03, 2020
Tech: Apple Splits, Pinterest Soars
28:58

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

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Jul 31, 2020
Energy: An Intro to Options
51:09

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

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Jul 31, 2020
Wildcard: Kodak's Back
27:19

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

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Jul 29, 2020
CG: Retail Bankruptcies: Round 3
38:00

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?

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Jul 28, 2020
Financials: Buffett's Latest Investment and Some Financial Sector Earnings
29:21

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. 

 

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Jul 27, 2020
Tech: Sea Limited Soars
32:05

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

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Jul 24, 2020
Energy: Energy Transitions and Value Investing with Will Thomson of Massif Capital
53:44

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 

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Jul 23, 2020
Wildcard: 3 Healthcare Stocks I Bought Last Week
33:21

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

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Jul 22, 2020
CG: Which Coronavirus Changes Are Here to Stay
29:58

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.

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Jul 21, 2020
Financials: An Interview With Goldman Sachs' Head of Consumer Banking
29:40
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.

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Jul 20, 2020
Tech: BigCommerce Deep Dive
27:56

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.

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Jul 17, 2020
Energy: The New Ford Bronco, EV IPOs, and AV Consolidation
34:48

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, 

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Jul 17, 2020
Wildcard: Technology in the Era of COVID
21:13

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.

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Jul 15, 2020
CG: The Current State of Cord Cutting
33:48

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!

NoteIn 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.

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Jul 14, 2020
Financials: The Largest Mortgage Originator is Finally Going Public
30:47

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. 

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Jul 13, 2020
Tech: Finally Uber Goes Buying
27:21

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

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Jul 10, 2020
Energy: Warren Buffett, Pipelines, and the Courts
23:18

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

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Jul 09, 2020
Wildcard: What Are SPACs and Why Are They So Hot Right Now?
26:50

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

 

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Jul 08, 2020
CG: Tractor Supply Co Deep Dive
36:42

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.

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Jul 07, 2020
Financials: Buffett Just Fired His Elephant Gun -- Or Did He?
27:19

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. 

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Jul 06, 2020
Energy: Bethany McLean on Chesapeake Energy and The Future of Fracking
35:54

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

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Jul 02, 2020
Wildcard: A $500 Million Mirror
40:16

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

Jul 02, 2020
CG: Reeling Restaurants
34:32

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.

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Jun 30, 2020
Financials:Stress Test Results Could Lead to Dividend Cuts -- Should Bank Investors Worry?
31:48

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.

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Jun 29, 2020
Tech: How $2 Billion Goes Missing
35:12

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

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Jun 26, 2020
Energy: Checking in On Housing
32:02

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

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Jun 25, 2020
Wildcard: DraftKings, Flutter, and the State of Online Gaming
45:58

Online gambling stocks have been on a tear this year as excitement builds around sports betting legalization in the United States. Motley Fool Contributor Luis Sanchez joins the show to break down the state of the industry today and some of the major players.

Stocks Mentioned:  DKNG, PDYPY, GAN, PENN, MGM, WIMHY, LON:GVC

 

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Jun 24, 2020
CG: What The Next Wave of Retail Bankruptcies May Look Like
37:35

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.

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Jun 23, 2020
Financials: Investing in Recessions and The Latest News in the J.C. Penney Bankruptcy
33:02

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.

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Jun 22, 2020
Tech: Dividend Investing
39:22

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/

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Jun 19, 2020
Energy: Enphase Energy Gets Hit By a Short Report
25:57

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

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Jun 18, 2020
Wildcard: Is Cybersecurity a COVID-19 Opportunity or Red Herring?
23:12

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.

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Jun 17, 2020
CG: “May Madness”: Retail Bracket Showdown Part 2
35:31

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

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Jun 16, 2020
Financials: The Day-Trading Boom and Why It's So Concerning
26:40

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. 

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Jun 15, 2020
Tech: Shift4 IPO
32:04

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

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Jun 12, 2020
Energy: Nikola Comes Public
30:38

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 

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Jun 11, 2020
Wildcard: A New IPO in the Healthcare Space!
24:02

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!

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Jun 10, 2020
CG: Revisiting Warner Music Group Post-IPO
25:02

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.

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Jun 09, 2020
Financials: Retail REITs Are On Fire
28:10

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.

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Jun 08, 2020
Tech: Zoom Zoom Zoom
39:23

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

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Jun 05, 2020
Energy: Airlines Get Up Off the Mat
31:43

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 

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Jun 04, 2020
Wildcard: Moderna - A Case Study
28:58

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

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Jun 03, 2020
CG: Is Winmark the Key to Winning at Resale?
28:47

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.

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Jun 02, 2020
Financials: Axos Financial: A Deep Dive Into The Innovative Online Bank
29:21

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.

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Jun 01, 2020
Tech: Slack vs. Microsoft Teams
31:54

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

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May 29, 2020
Energy: Investing In Railroads
23:41

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

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May 28, 2020
Wildcard: StoneCo Soars on Earnings and Real Estate is Making a Comeback
26:34

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.

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May 27, 2020
CG: Home Improvement Earnings Faceoff: Settling the Score Between Home Depot and Lowes
28:15

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.

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May 26, 2020
Tech: Facebook Gets Shopified
34:19

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

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May 22, 2020
Energy: Oil Stocks are Hard: Warren Buffett Edition
32:54

 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.

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May 21, 2020
Wildcard: Snooping for the Scoop: A Deep-Dive into Financial Fraud
25:38

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.

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May 20, 2020
CG: May Madness: Retail Bracket Showdown
35:16

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

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May 19, 2020
Financials: A Closer Look at Soaring Fintech Bill.com
33:44

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.

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May 18, 2020
Tech: Uber Orders In
27:33

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

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May 15, 2020
Energy: Renewable Energy Yieldcos -- Energy Stocks We’d Consider Buying Right Now
23:38

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

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May 14, 2020
Wildcard: How COVID-19 Is Changing the World
42:42

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

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Thanks to Molekule for supporting Industry Focus  Get 10% off your first air purifier at http://www.molekule.com with code fool10.

May 13, 2020
CG: Will Good CG Companies Go Bad?
33:18

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.

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May 12, 2020
Financials: PayPal and Square: Winners of First-Quarter Earnings Season
33:44

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.

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May 11, 2020
Tech: Emptying out the Mailbag
36:40
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?
May 08, 2020
Energy: Warren Buffett Sells Airlines, Tesla Reports Earnings, And Musk Tweets
01:07:07

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

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May 07, 2020
Wildcard: J Crew & Retail Bankruptcies
30:40

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

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May 06, 2020
CG: Investment Opportunities that are “Out of this World!”
28:11

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.

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May 05, 2020
Financials: What We Learned From Berkshire Hathaway's Annual Meeting
28:02

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.

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May 04, 2020
Tech: Apple & Spotify Earnings
30:12
May 01, 2020
Energy: The Good, The Bad, and The Ugly of the United Technologies Spinoffs
33:04

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

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Apr 30, 2020
Wildcard: Everything VR & AR Podcast Mashup!
51:51

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

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Apr 29, 2020
CG: Diving Deep into the Business of Disney
22:35

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?

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Apr 29, 2020
Financials: 2 Smaller Banks to Watch and the COVID-19 Impact on Insurance
26:59
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. 
 
Apr 27, 2020
Tech: 3 Fast-Growing Big Tech Cos
40:24

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

Apr 24, 2020
Energy: Oil Goes Negative For The First Time Ever
37:40

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.

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Apr 23, 2020
Wildcard: The Ins and Outs of International Fishing… and Investing
24:02

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.

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Apr 22, 2020
CG: Jumping Into the Weeds with the Cannabis Industry
26:30

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.

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Apr 21, 2020
Financials: Bank Earnings: What We Know, and What We Don't
30:32
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.

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Apr 20, 2020
Tech: Food Delivery Deep Dive
27:07

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

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Apr 17, 2020
Special: How You Can Help Get PPE to Our Frontline Heroes (w/ Ben Hunt)
34:52

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. 

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Apr 16, 2020
Wildcard: A Look at the Live Events Industry and Livenation
51:42

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

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Apr 15, 2020
CG: Surprise Retail Winners of the Pandemic
27:54

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.

Apr 14, 2020
Financials: Warren Buffett's Moves and Big News for Fintechs
28:38
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. 
 
Apr 13, 2020
Energy: OPEC Cuts Oil Production, Saudis Go Shopping, Recession Resistant Stocks, & More
33:56

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

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Apr 09, 2020
Wildcard: Which Retailers are Thriving?
26:15

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

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Apr 08, 2020
CG: Re-Mastering the Meta during COVID-19
24:59

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.

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Apr 07, 2020
Financials: A Chat With Square Co-Founder Jim McKelvey (Rerun)
37:02

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!

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Apr 06, 2020
Tech: Zoom in Full View
38:25

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

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Apr 03, 2020
Energy: Trump Tweets, Whiting Goes Bankrupt, and Dividend Stocks to Buy
22:29

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

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Apr 02, 2020
Wildcard: 3 Healthcare Hidden Gems
33:42

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!

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Apr 01, 2020
CG: What does COVID-19 mean for the Future of Delivery?
19:36

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.

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Mar 31, 2020
Financials: 4 Stocks We Like Right Now and Much More
33:38

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.

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Mar 30, 2020
Tech: Boring is Good
18:47

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.

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Mar 27, 2020
Energy: Congress Bails Out Aerospace Companies
40:11

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

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Mar 26, 2020
Wildcard: Things to do While Bunkered
16:26

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.

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Mar 25, 2020
CG: Coronaristocrats: A Look at How Dividend Aristocrats are Performing in Light of COVID-19
28:57

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.

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Mar 24, 2020
Financials: Dividends, Banking, and REITs: Your Coronavirus Stock Market Crash Questions Answered
43:34

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.

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Mar 23, 2020
Tech: You Asked, We Answer
25:44

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.

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Stocks: AMZN, MELI, JD

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Mar 20, 2020
Energy: Volatility, Fuel Cells, and Investing in Canada
22:17

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

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Mar 19, 2020
Wildcard: How Coronavirus is Impacting Disney
29:25

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

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Mar 18, 2020
CG: The Truth About the Retail Apocalypse (Coronavirus Edition)
27:01

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.

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Mar 17, 2020
Financials: Industry Focus: Financials Q&A Session
50:44
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. 
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Mar 16, 2020
Tech: To the Cloud!
33:06

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.

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Stocks: DDOG, PLAN (edited) 

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Mar 13, 2020
Energy: The Oil Crash
44:32

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 

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Mar 12, 2020
Wildcard: Electronic Health
24:08

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.

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Stocks: CERN, DOCU, PHR

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Mar 11, 2020
CG: Demystifying the Car Buying Process
22:41

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.

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Mar 10, 2020
Financials: Stocks are Plunging -- Here's What You Need to Know
32:41
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.

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Mar 09, 2020
Tech: Rakuten
22:47

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?

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Mar 06, 2020
Energy: Auditing, Fraud, and the Rise of Non-Gaap Accounting with Francine McKenna
01:10:08

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

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Mar 05, 2020
Wildcard: A Fresh IPO and a Basket of Healthcare Stocks
35:29

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.

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Mar 04, 2020
CG: How ESG Investing Has Changed The Consumer Goods Landscape
20:01

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.

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Mar 03, 2020
Financials: A Chat With Square Co-Founder Jim McKelvey
37:23
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!

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Mar 02, 2020
Tech: The Selloff
21:49

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.

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Feb 28, 2020
Energy: The Techification of Defense
26:29

 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

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Feb 27, 2020
Wildcard: X-ing out with GraniteShares founder and CEO Will Rhind
20:23

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.

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Feb 26, 2020
CG: Hot trends, Hot stocks, and Hot pizza
34:53

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.

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Feb 25, 2020
Financials: Focusing on Fundamentals with Uncle Warren and a Conversation with Goldman Sachs' Marcos Rosenberg
24:24

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!

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Feb 24, 2020
Bonus: Ben Hunt on Narrative and Markets
01:06:49

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.



Feb 22, 2020
Tech: MercadoLibre Keeps Winning
27:28

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

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Feb 21, 2020
Energy: Investing in the Time of Coronavirus
31:52

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

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Feb 20, 2020
Wildcard: 3 Diabetes Dynamos
33:12

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.

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Stocks Discussed: DXCM, TNDM, PODD

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Feb 19, 2020
CG: Truth About the Retail Apocalypse
33:15

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.

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Feb 18, 2020
Tech: Regulators Weigh In
40:30

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

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Feb 14, 2020
Energy: Mailbag-- Water Utilities, Natural Gas, Lithium, and More
20:49

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

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Feb 13, 2020
Wildcard: Small-Cap Healthcare Stocks
40:59

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

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Feb 12, 2020
CG: In, Out, and Back in Again- Warner Media Files to go Public and What it Means For Investors
27:11

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.

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Feb 11, 2020
Financials: Markel Earnings and 4 Smart Ways to Invest in Retail
31:27

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.

Feb 10, 2020
Tech: Spotify Keeps Shopping
25:58

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.

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Stocks: SPOT, GOOG, GOOGL (edited) 

Feb 07, 2020
Energy: A Look at the Oil Market with Tracy Shuchart (@chigrl)
36:30

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!

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Feb 06, 2020
Wildcard: It's Healthcare Earningspalooza!
25:35

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!

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Feb 05, 2020
CG: A Deep Dive Into the 2020 Super Bowl Ads
29:44
Feb 04, 2020
Financials: Visa and PayPal Show the War on Cash is Far From Over
28:23

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.

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Feb 03, 2020
Bonus: WWE Execs Fired, a Casino Invests in Barstool Sports, and Our Super Bowl LIV Preview
20:45

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

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Feb 01, 2020
Tech: Amazon at $1T
32:25

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

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Jan 31, 2020
Energy: A Look at the Driverless Car Industry with Ed Niedermeyer
52:55

 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

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Jan 30, 2020
Wild Card: Getting "Into the Weeds" with the Cannabis Industry
11:08

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.

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Jan 29, 2020
CG: McChicken, Bankruptcies, and the Truth About Retail
22:09

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.

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Jan 28, 2020
Financials: 2 Banks With Impressive Fourth Quarter Earnings and What to Do When the Market Sells Off
25:11

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).

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Jan 27, 2020
Tech: Netflix Feels the Heat, Alphabet Hits a Trillion
40:13

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

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Jan 24, 2020
BONUS: Online Dating, Investing in Bangladesh, and more with Tyro Partners
57:54

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

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Jan 24, 2020
Energy: 3 Top Dividend Stocks to Add to Your Watchlist
16:13

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

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Jan 23, 2020
Wildcard: A Look at the Online Dating Market with Tyro Partners
38:22

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.

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Stocks Discussed: MTCH, FB, MOMO

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Jan 22, 2020
CG: Getting on board for the Cruise Industry
29:14

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.

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Jan 21, 2020
Financials: An Interview with Live Oak Bank President Huntley Garriott
18:53

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.

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Jan 20, 2020
Tech: Social Media Check-in
26:44

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

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Jan 17, 2020
Energy: Brookfield Renewable Buys TerraForm Power and New Yieldcos For Your Watchlist
37:39

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

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Jan 16, 2020
Wild Card: Casper, the Friendly Sleep Company
37:41

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.

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Jan 15, 2020
Consumer Goods: Understanding the Past and Future of Personalized Products
27:15

“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.

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Jan 14, 2020
Financials: Investing in Real Estate with Mogul Lead Advisor Matt Argersinger
29:15

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!

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Jan 13, 2020
Tech: Grubhub for Sale and Spotify's Ad Strategy
32:37

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!

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Jan 10, 2020
Energy: Why Robinhood’s Most Popular Oil & Gas Stock Doesn’t Belong in Your Portfolio
20:28

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

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Jan 09, 2020
Wild Card: Are You Ready to Master the Meta?
32:48

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!

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Jan 08, 2020
CG: An Early look at the 2020 Consumer Electronics Show
29:25

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.

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Jan 07, 2020
Financials: A Look Back on Our 2019 Predictions, and What We're Watching in 2020
24:05

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. 

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Jan 06, 2020
Tech: To the Mailbag
32:12

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

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Jan 03, 2020
Energy: 2020 Energy Preview
34:13

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

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Jan 02, 2020
The Next 10 Years
59:09

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.

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Dec 25, 2019
2019 in Review
54:21

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.

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Dec 24, 2019
The Decade in Review
34:48

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.

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Dec 23, 2019
Tech: IPO Rewind
40:52

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

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Dec 20, 2019
Energy: Loews not Lowe’s
23:28

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

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Dec 19, 2019
Healthcare: Top Stocks To Watch Following ASH 2019
26:44

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.

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Dec 18, 2019
CG: How Direct to Consumer Brands Are Reshaping Retail
20:57

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.

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Dec 17, 2019
Financials: A New Fintech IPO and Real Estate Plays on Tech and Cannabis
29:10

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.

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Dec 16, 2019
Tech: Cyber Monday Rundown
22:51

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.

Dec 14, 2019
Tech: The Decade in Consumer Tech
31:41

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

Dec 13, 2019
Energy: What’s Going on With Boeing?
19:06

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.

 

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Dec 12, 2019
Healthcare: How To Profit From The Massive Aging-In-Place Trend
40:44

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

Dec 11, 2019
CG: An Interview With Brightline's Sophia Moshasha, Co-Host of the "Everything VR & AR" Podcast
29:19

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

 

Dec 10, 2019
Financials: The Evolving Role of Women in Finance and 5 Bold Predictions for 2020
38:14

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.

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Dec 09, 2019
Energy: How to Invest in LNG
37:39

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

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Dec 05, 2019
Healthcare: Can Cannabis 2.0 Kickstart Marijuana Stocks? Plus, Why Novartis' Is Making A $10 Billion Bet
30:35

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?

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Dec 04, 2019
CG: Unpacking Black Friday
36:08

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

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Dec 03, 2019
Financials: Looking Back at Our 2019 Stock Market Predictions
32:39

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.

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Dec 02, 2019
Energy: What We’re Thankful For
18:53

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

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Nov 28, 2019
Healthcare: 3 Beautiful High Growth Stocks
21:18
Nov 27, 2019
CG: Should You Invest in Blue Jeans?
39:18

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)

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Nov 26, 2019
Financials: 2 Big Acquisitions in the Financial Industry
31:51

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.

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Nov 25, 2019
Tech: Disney+ Debuts
26:00

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

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Nov 22, 2019
Energy: The NextEra of Renewable Energy (Part 2)
15:53

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

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Nov 21, 2019
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
24:24
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

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Nov 20, 2019
CG: This Might Be the Biggest, Bestest, Restaurant You've Never Heard Of
27:36

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!

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Nov 19, 2019
Financials: Earnings From Green Dot and Square, and our Mogul Real Estate Service
29:16

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.

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Nov 18, 2019
Tech: Connected TV
26:04

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

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Nov 15, 2019
Energy: The NextEra of Renewable Energy (Part 1)
17:13

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

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Nov 14, 2019
Healthcare: 3 Blowout Earnings Reports
23:15

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.

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Nov 13, 2019
CG: CEO Departures
28:01

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.

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Nov 12, 2019
Financials: The World of Venture Capital, More Banks, and What Grinds Our Gears!
31:03

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

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Nov 11, 2019
Tech: To the Mailbag!
23:45
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?

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Nov 08, 2019
Energy: Strikes, Mergers, and More Automotive News
26:14

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



Nov 07, 2019
Healthcare: 3 Red Hot Med-Tech Stocks
24:07
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
 
Nov 06, 2019
CG: Money 20/20
20:44

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

Nov 05, 2019
Financials: A Trio of Financial Earnings, Real Estate Tax Benefits, and More
28:26

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.

Nov 04, 2019
Tech: Google Scoops Up Fitbit
23:11

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

Nov 01, 2019
Energy: An IF Halloween Spooktacular
26:37

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.

Oct 31, 2019
Healthcare: Biogen's Alzheimer's Drug Goes From Bust To Boon, Plus Why Walgreen's Shuttering 200 Healthcare Clinics
24:46

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.

To get 50% off our Stock Advisor service, go to http://IF.Fool.com.

Oct 30, 2019
CG: A Conversation with StitchFix COO Mike Smith
43:03

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. 

To get 50% off our Stock Advisor service, go to http://IF.Fool.com.



Oct 29, 2019
Financials: Earnings From Major Fintechs and Updates on Green Dot’s Business