Industry Focus

By The Motley Fool

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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
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

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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

 

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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!

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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

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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.

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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. 

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Oct 29, 2019
Financials: Earnings From Major Fintechs and Updates on Green Dot’s Business
25:51
Oct 28, 2019
Tech: We Had a Feeling
27:05

It's been a tumultuous couple of months since we did our S-1 show on co-working start up The We Company (or WeWork). Fellow IF host Nick Sciple hops on to walk through what has happened over the past couple weeks, what We's sliding valuation means for the company, investor Softbank, and its founder Adam Neumann.

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Oct 25, 2019
Energy: Tesla’s Big Quarter
34:58

Tesla shocked the investing world on Wednesday night, reporting a surprise profit and positive free cash flow in its third quarter earnings report. Motley Fool Analysts Jim Mueller and Jim Gillies join the show to break down the numbers. 

Stocks Mentioned: TSLA

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Oct 24, 2019
Healthcare: 2 Recent IPOs That Have Our Full Attention
24:53
2019 has been a banner year for big name IPOs, but several newly minted public companies have flow under-the-radar of most investors. 
On this episode of Industry Focus: Healthcare, host Shannon Jones talks with healthcare specialist Brian Feroldi shine a spotlight on two little-known healthcare companies that recently went public and deserve some attention: TransMedics, an organ transportation specialist, and Silk Road Medical, which has pioneered a new treatment for stroke prevention. Are either of these stocks worth buying today?
 
Stocks mentioned: TMDX, SILK.
 
Oct 23, 2019
CG: Two Sleeper Stocks Looking to Wake Up & Ready, Set, Earningspalooza!
38:54

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma take a closer look at Land's End and Herman Miller, two sleeper stocks with some big potential. Plus Jason and Asit highlight four companies with earnings reports coming out later this week that they'll be following. Thanks to Molekule for supporting Industry Focus.  

Stocks: LE, MLHR, TSCO, AMZN, ORLY, ELY

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Oct 22, 2019
Financials: A Rundown of Third Quarter Bank Earnings and More
37:29

Earnings season is now in full swing, and most major U.S. banks have reported. In today’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the results from 10 of the most important banks and what investors need to know. Plus, the pair discusses Schwab’s (NASDAQ: SCHW) decision to allow trading of fractional shares of stock, as well as the potential implications of the WeWork saga.

Oct 21, 2019
Tech: Manhattan Associates
21:47
Oct 18, 2019
Energy: Why The Solar Energy Revolution Could Make These Component-Makers Great Investments
41:03

With the cost of solar energy plummeting and an aging energy grid, solar is poised for rapid growth. As solar grows, so will demand for solar components, like the inverters made by Enphase and Solar Edge. On today’s episode, Motley Fool Contributor Jason Hall joins the show to break down why these components are so important and how these businesses are positioning themselves to grow.  

Listen to hear us talk a little college football and baseball playoffs!

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Oct 17, 2019
Healthcare: Pfizer Takes Aim At Regeneron, And UnitedHealth's Earnings Update
26:15

Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of vision loss in seniors, and why United Healthcare's latest quarterly results sent shares soaring.

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Oct 16, 2019
CG:Hooters and Cancer Drugs? Costco Has Opened a Chicken Farm?
17:51

Chanticleer Holdings, the company that owns a handful of Hooters locations along with other eateries in the burger space is being purchased by Sonnet BioTherapeutics Inc., a company that makes cancer drugs. This isn’t a combination or a plan to get researchers to wear short shorts, it’s what’s called a reverse merger. Also, Costco has opened up its own chicken farm in a bid to keep selling rotisserie chickens for $4.99.

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Oct 15, 2019
Financials:CEO Departures Reach a Record High and Cautionary Tales for Real Estate Investors
27:10

More CEOs are leaving their companies in 2019 than ever before. In today’s Industry Focus: Financials, our team breaks down why we’re seeing a record number of CEO departures and whether or not it’s good for a founder to keep running maturing businesses. Plus, Fool.com and Millionacres contributor Matt Frankel, CFP gives real estate investors a bit of cautionary advise. All this, plus the stocks we’re watching now on this week’s episode.

 

Oct 14, 2019
Tech: Big Tech Check-in
22:43

Facebook CEO Mark Zuckerberg recently made comments about the company's ability to defend itself from anti-trust proceedings, so we revisit Senator Elizabeth Warren's outline for how and why companies like Amazon, Facebook, and Alphabet should be broken up. Plus, we hit some more anti-competitive issues facing Apple.Stocks: FB, AAPL, AMZN, GOOG, GOOGL

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Oct 11, 2019
Energy: Plumbing Permian Pipelines for Plentiful Dividends
24:05

With oil and gas production exploding in the U.S., takeaway capacity is running low, leading to oversupply and even flaring of unwanted natural gas that producers can’t get to market. That creates opportunities for midstream companies, businesses that build and operate the pipelines that take oil and gas to market. Motley Fool Contributor Matt DiLallo joins the show to share what he looks for in a midstream company and to discuss two of the biggest midstream companies, Kinder Morgan and Enterprise Products Partners. 

Stocks Mentioned: PAA, PAGP, KMI, EPD

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Oct 10, 2019
Healthcare: 3 Beaten-Up Biotechs -- Are They Buys?
31:15

Here's why post-approval setbacks have caused Puma Biotechnology, Clovis Oncology, and Regenxbio shares to tumble, and if any of these stocks are finally worth buying. Stocks: PBYI, CLVS, RGNX

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Oct 09, 2019
CG: Retail Spin-Outs
32:59

These days it seems like all the struggling retailers are taking their strongest performing brands and spinning them out from the larger parent companies. J Crew plans to take its Madewell brand public, and Gap intends to spin out Old Navy. Why are so many companies choosing this path and what do investors need to know about these new concepts hitting the market?Stocks: GPS, URBN

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Oct 08, 2019
Financials: Zero-Commission Stock Trading, Crowdfunded Real Estate Investing, and More
27:58

Over the past week, four major brokerages have decided to scrap their trading commissions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for investors and who the big winners could be. Then, Frankel gives an overview of Crowdfunded Real Estate investing and why it’s such an exciting way to invest in properties. Plus, Frankel and Moser each give their latest stocks to watch and give an update on Facebook’s (NYSE: FB) Libra cryptocurrency project.

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Oct 07, 2019
Tech: X's and O's of IPOs
36:38

We answer a listener email asking about the ins and outs of the IPO process:

- How IPOs work
- Why IPO prices can change
- And how a company like WeWork can decide to pull its IPO

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Oct 04, 2019
Energy: Automating to Solve the Last-Mile Problem
23:42

 With the rise of two-day and next-day shipping, figuring out how to get products from a warehouse to customers’ doors is becoming ever more important to business success. However, this problem is more complicated than it might seem. To solve this, more and more companies are turning to automation. Motley Fool Contributor Dan Kline joins to the show to break down what we should expect to see as technology transforms logistics. 

Stocks Mentioned: AMZN, WMT, WBA, NKE, UPS

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Oct 03, 2019
Healthcare: How Amazon's Shaking up Telemedicine, Plus A Winner and Loser Exiting ESMO
19:57

Why Seattle Genetics and Amgen could be the biggest winner and loser, respectively, following this year's annual European Society for Medical Oncology (ESMO) conference. Also, here's what you should know about the virtual health service Amazon's rolling out for its workers, including if it's a threat to Teladoc's future.  Stocks: SGEN, AMGN, MRTX, AMZN, TDOC

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Oct 02, 2019
Headline: CG: Is Michael’s a Value Stock or a Value Trap?
38:28

Michael’s is the largest craft retailer in North America, but is it a good stock? With shares down more than 40% since most recent its IPO in 2014, some may quickly dismiss the company. However, on closer inspection the company appears like it could have some value left in it. Motley Fool Contributor Asit Sharma joins the show to break down the company, and we give our thoughts on whether Michael’s is a value play or a value trap.  

Stocks Mentioned: MIK

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Oct 01, 2019
Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!
29:01

On this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?" as well as the stocks they'll be watching this coming week!

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Sep 30, 2019
Tech: Checking in on China
24:26

The Fool's expert on all things China, Ben Ra, joins us to talk about how he's thinking about the macro conditions in China these days, the considerations that come into play as companies like Tencent, Alibaba, and Baidu become more mature, and which of the big Chinese tech stocks he likes best.

Stocks: BIDU, BABA, TCEHY, JD

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Sep 27, 2019
Energy: The Life and Legacy of T. Boone Pickens
37:06

T. Boone Pickens passed away earlier this month on September 11, leaving a legacy as a wildcatter, corporate raider, alternative energy advocate, and philanthropist. Fool Contributor Jason Hall joins the show to discuss Pickens’ life and the lessons investors can learn from his example. Stay tuned to the end of the show to hear our thoughts on the recent attacks against Saudi Arabia’s oil infrastructure and what it means for both energy markets and Aramco’s upcoming IPO.

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Sep 26, 2019
Healthcare: 3 Companies That Are Lowering The Cost of Care
27:52

Americans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company that can help America to bring down its cost of care. Find out why how HealthEquity, Livongo Health, and Teladoc Health are doing just that, and how much employers and employees alike are saving from signing up for their services.

Stocks mentioned: HQY, LVGO, TDOC

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Sep 25, 2019
CG: Beer's Bears, Vail's Bulls and a Whole Lot More!
28:01

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and MyWallSt Head Analyst Rory Carron discuss how big alcohol is diversifying beyond just alcohol, Vail Resorts' plans for its latest big acquisition, Facebook's next bet on hardware, and more. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?

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Sep 24, 2019
Financials: The Fed’s Underwhelming Rate Cut and the Future of Payment Processing
24:00

The Federal Reserve cut interest rates by 25 basis points, as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why the market wasn’t thrilled, and what could be coming next. Plus, they also dive into why one of our favorite payment processing companies has underperformed, and why we aren’t seeing big banks acquiring some of the most successful fintech startups. All of this and more on this week’s show.

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Sep 23, 2019
Tech: 3 More 2019 IPOs
28:19

The IPO calendar in 2019 has been unbelievably full -- today we break down three lesser known names that went public in the past month: Smile Direct, Cloudflare, and DataDog.

Stocks: DDOG, NET, SDC

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Sep 20, 2019
Energy: The UAW Strikes Against GM -- What It Means for Investors
18:16

On Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a period of strong profits during the recovery from the global financial crisis but facing significant upcoming investments in electric and autonomous vehicles as well as a slowing global automotive market. These conditions appear like the perfect recipe for what could be a prolonged strike. Motley Fool Senior Automotive Analyst John Rosevear joins the show to break down what we know about the strikes so far and what it means for the industry. Listen to the end for updates on the merger talks between Renault and Fiat-Chrysler and the latest EV announcements from European automakers.  

Stocks Mentioned: GM, F, FCAU, VWAGY, DMLRY, POAHY, HMC 

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Sep 19, 2019
Healthcare: Will Vaping Deaths Derail Marijuana Stocks? Plus, A New Treatment for Peanut Allergies Advances
25:32

A wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important hurdle, putting it on track toward an FDA approval. Can this medicine be a blockbuster or will safety concerns curb its appeal? 

Sep 18, 2019
CG: What’s Next for the U.S. Grocery Industry?
20:23

It’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in Las Vegas. Fool contributor Daniel Kline reports from the show as he discusses what grocery chains face with host Shannon Jones. That includes making big dollar decisions on delivery, supply chain, automation and other areas.

Sep 17, 2019
Financials: The Future of Fintech - $280 Billion in Payments Revenue and More
29:33

A new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to take notice, and one new way Square is trying to capitalize on its growing payments platform. Plus, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss The Motley Fool’s new real estate investing brand Millionacres and share the latest stocks on their watch lists.  

Sep 16, 2019
Tech: Apple’s Big Day
16:15

Tech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the news and what it means for Apple and the other streaming players.

Stocks: AAPL, NFLX

Sep 13, 2019
Energy: The Military’s Autonomous Future
25:56

Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials.

 

Stocks Mentioned: KTOS, BA, GD, HII, LMT, TXT 

 

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Sep 12, 2019
Healthcare: How Doctors Treat Dementia and Lung Cancer Could Be About to Change
20:17

Acadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease.  Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine.

Stocks: ACAD, LLY

Sep 11, 2019
CG: A Different Way to Play Retail

The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list.

Stocks: SPG, MAC, TCO, BPR

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Sep 10, 2019
CG: A Different Way to Play Retail
40:14

The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list.

Stocks: SPG, MAC, TCO, BPR

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Sep 10, 2019
Financials: Prudential’s Head of Retirement and the Last Stocks We Bought
40:58

In this week’s installment of Industry Focus: Financials, president of Prudential (NYSE: PRU) retirement Phil Waldeck talks with host Jason Moser and Robert Brokamp, CFP about the state of retirement in the United States and more. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into DocuSign’s (NASDAQ: DOCU) excellent quarter and the future growth potential of the company. Plus, in a brand new segment, Moser and Frankel each discuss the last stock each of them bought in their own portfolios and why. And finally, the pair give listeners the stocks that are at the top of their watch lists. All of this and more on this week’s episode.

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Sep 09, 2019
Tech: 2019 IPOs are Slacking
19:48

We talk about results from Slack, the workplace messaging SaaS company. In a vacuum, the company's results were strong, but stacked against past growth rates, they show things are slowing down a bit. In fact, Slack's struggle is an all-too-common one for the class of 2019 IPOs.

Stocks: WORK, UBER, PINS

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Sep 06, 2019
Energy: Can Zillow Remake Real Estate?
34:28

Zillow was one of the earliest movers to disrupt real estate via technology, but it’s taking an even bigger step with its Zillow Offers iBuyer program. Motley Fool Contributor Luis Sanchez joins the podcast to take a look at how Zillow has fared so far and where the market might be headed. 

Stocks Mentioned: Z, ZG, RDFN

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Sep 05, 2019
Healthcare: Why Amgen's Spending Billions To Buy This 1 Drug; Plus Heart Disease Has A New Enemy
22:03

Amgen's $13.4 billion cash offer has won the bidding war for Celgene and Bristol-Myers Squibb's psoriasis drug, Otezla. Here's why the Goliath biopharma is betting so big on its success. Also, new data from The Medicines Company suggests a new cholesterol-busting drug is on it's way to approval. Stocks: CELG, BMY, AMGN, MDCO

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Sep 04, 2019
CG: Can Papa John’s New CEO Turn the Company Around?
19:04

Last week, Papa John’s hired Arby’s President Rob Lynch as its new CEO. This continues an ongoing evolution of the company as it moves on from its relationship with founder John Schnatter. Motley Fool Contributor Dan Kline joins the show to discuss the hire and how it fits into the company’s turnaround plans. 

Stocks Mentioned: PZZA, DPZ, DRI

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Sep 03, 2019
Financials: Junior Achievement is Shaping Financially Savvy Students for Generations to Come (Rerun)
29:32

Today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington!

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Sep 02, 2019
Tech: Smart Speaker & Wearables Updates
23:47

We've got our hands on fresh data on the smart speaker and wearables markets from research firm Canalys. We unpack the shifts going on in both markets, the winners and losers, and how these devices play into each companies strategy.

Stocks: AMZN, GOOGL, AAPL, BIDU, BABA, FIT

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Aug 30, 2019
Energy: Tesla Solar Grabs Headlines for the Wrong Reasons
20:53

Tesla just can’t stay out of the news. With a spate of lawsuits and critical articles surrounding Tesla solar dropping this week (including a new article by Vanity Fair author Bethany McLean) + the rollout of Tesla solar, Foolish Analyst Jim Mueller joins the show to break it all down. 

Stocks Mentioned: TSLA

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Aug 29, 2019
Healthcare: How Online Platforms Are Disrupting The $335 Billion Caregivers Market
43:09

Looking for a caregiver for a parent or child? You're not alone. Americans spend over $335 billion every year on care for people, homes, and pets. Unfortunately, finding the right caregiver is getting harder because of aging America and lower unemployment. To make it easier, both public and private companies are disrupting the process with online platforms that simplify finding, paying, and providing care. Are these matchmakers a good investment? Stocks: CRCM

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Aug 28, 2019
CG: The Amazon of Africa and the Most Magical Place on Earth
22:11

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Motley Fool Canada's Joey Solitro take a look at the most recent quarter for the African ecommerce company Jumia and then dig into the latest on Disney with its recently announced partnership with Target as well as its Disney+ streaming service set to launch November 12. Then be sure to listen as they wrap things up with two stocks investors should be watching!

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Aug 27, 2019
Financials: The Future of Facebook’s Cryptocurrency and Negative Interest Rates
25:26

With tons of regulatory uncertainty and reports that some key partners are having second thoughts, will Facebook (NYSE: FB) still move forward with its Libra cryptocurrency? And negative interest rates are more prevalent than you might think around the world, but what would happen if they came to the U.S. markets? Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from foreign fintech favorites StoneCo (NASDAQ: STNE) and PagSeguro Digital (NASDAQ: PAGS). All this and more on this week’s episode of Industry Focus: Financials.

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Aug 26, 2019
Tech: 3 SaaS Stocks to Watch
23:06

Premium analyst Joey Solitro comes on the show to give listeners three software companies he owns and is very excited about -- Yext, Elastic, and PagerDuty. We break down the space each company operates in, the big numbers that have us excited about each, and some things to keep in mind while you're looking at SaaS businesses.

Stocks: PD, ESTC, YEXT

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Aug 23, 2019
Energy: The Curious Case of Shale
42:15

 The shale revolution is a case study in innovation. The onset of horizontal drilling and hydraulic fracturing catapulted the USA to the top among global oil producers and created a 100 year surplus of natural gas supply. However, the exploration and production companies that drove the shale revolution haven’t enjoyed in the gains, generating chronically negative cash flows and poor earnings. Motley Fool Contributor Jason Hall joins the show to dive into why profits have been so hard to come by for shale producers and where else investors might look to profit from the disruption shale production has caused.

Stocks Mentioned: AR, OXY, TELL, GTLS, PSX, EOG

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Aug 22, 2019
Healthcare: Med-Tech Earnings: 2 Losers and 2 Winners
26:21

Earnings season is coming to a close and we’re looking back at what happened at four of our favorite med-tech companies. Inogen and Abiomed both tanked followed their earnings release while ShockWave Medical and Guardant Health both soared. Has the thesis long-term thesis for owning these stocks changed following their second-quarter results?

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Aug 21, 2019
CG: Booking.com vs. Expedia: Which Is the Better Travel Stock?
28:29

Booking,com and Expedia both have pretty similar business models. At their core, both companies sell travel bookings -- hotels, airfares, and rental cars primarily -- and they do so in a variety of different ways. Each company collects a fee for each booking it completes, acting as a middleman. That’s a strong business which requires no inventory but it’s also a model that comes with the risk of partners creating stronger direct relationships with their customers.  

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Aug 20, 2019
Financials: General Electric Under Attack and the Latest Fed Worries
28:58

Thanks to a scathing report from Madoff whistleblower Harry Markopolis, General Electric (NYSE: GE) shares plunged 11% in a single day. Is this just market noise or something more? Plus, Federal Reserve Chair Jay Powell is set to deliver much-anticipated remarks on Thursday, and investors hope he gets aboard the rate-cutting train. And as always, host Jason Moser and Fool.com contributor Matt Frankel, CFP share the stocks on the top of their watch lists this week. All of this and more on this week’s Industry Focus: Financials show.

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Aug 19, 2019
Tech: WeWork
23:22

Co-working and co-living innovator WeWork has filed its prospectus in preparation for an IPO later in 2019. We dig into the numbers, explain why the business isn't really a tech company, and walk through the struggles the company will likely have in becoming profitable.

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Aug 16, 2019
Energy: The Past, Present, and Future of the Car with Dan Albert
57:46

The history of the car is a story of how a new technology reshapes society, becomes part of its cultural identity, and is intertwined with a nation’s infrastructure. That history has shaped the world into which driverless vehicles may soon enter. Dan Albert, car critic at N+1 magazine and author of the new book Are We There Yet: The American Automobile Past, Present, and Driverless, joins the podcast to discuss the history and cultural impact of the American car and where it may be headed as we transition toward a more electric, driverless future. 

Stocks Mentioned: TSLA, GM, F, TMC, HMC, VWAPY

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Aug 15, 2019
Healthcare: A Breach of Trust? Why The FDA's Taking Aim At Novartis' AveXis
24:14

The FDA is investigating Novartis' subsidiary AveXis because AveXis may have manipulated data on Zolgensma, a gene therapy with a sky-high price tag and blockbuster potential. Here's what could happen next. Also, Exact Sciences goes all in on cancer diagnostics. Why the Cologuard-maker is spending $2.7 billion in a push deeper into genetic testing.

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Aug 14, 2019
CG: You Down With JCP?
31:14

JC Penny is reportedly in talks to make some adjustments to its debt obligations -- we break down why even restructured financing isn't enough to right the ship for the struggling retailer and why a reverse stock split could be on the horizon. Then we hit some news items from Nike that hint at where the retail and apparel industries are going.

Stocks: JCP, NKE

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Aug 13, 2019
Financials: Business, Culture, & Startups Oh My!
30:34

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Kevin Bennett, CEO of MotoRefi, a company focused on helping consumers save through refinancing their vehicle. Then listen in as Jason wraps up with a few thoughts on how investors can handle crazy news cycles.

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Aug 12, 2019
Tech: Meet Jumia
29:29

We're back with another _________ of __________ type business, this time we're talking about the Amazon of Africa, Jumia. The first African tech company to list on the NYSE shined in the weeks after its debut, but shares have come back down to IPO price as the dust has settled and some have warned of potential issues with the business. Should investors be eyeing this MercadoLibre wannabe?

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Aug 09, 2019
Energy: The Two Faces of Tesla
32:24

Tesla is the most divisive company on the stock market, and it’s not close. Like most highly polarized topics, the truth is probably somewhere in the middle. To bridge that gap, Motley Fool Contributor Brian Feroldi, who is long Tesla shares, joins Industry Focus Host Nick Sciple, who is short Tesla via put options, to break down the facts surrounding the company and the reasoning behind their positions. We hope this discussion helps listeners form their own, independent conclusions about the stock. 

Stocks Mentioned: TSLA

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Aug 08, 2019
Healthcare: Can You Breath Easy With These Three Medical Device Stocks?
26:52

The U.S. spends more than $24 billion each year on medical devices that help treat respiratory diseases, which is an enormous market opportunity. In this episode of Industry Focus: Healthcare, host Shannon Jones is joined by Fool.com contributor Brian Feroldi to talk about three innovative medical device companies — Inogen, Resmed, and Inspire Medical -- that are all major players in this growing industry and they share their opinion on whether or not these deserve a spot in your portfolio.

Stock mentioned; INGN, RMD, INSP

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Aug 07, 2019
CG: Virgin Galactic Prepares an Interstellar IPO
32:35

On July 9, Virgin Galactic, Richard Branson’s space tourism venture, announced plans to go public via a deal with Social Capital Hedosophia Holdings Corp., a special purpose acquisition company created by Social Capital CEO Chamath Palihapitiya. This represents the first time public investors will be able to invest directly in the recreational space industry. Motley Fool Contributor Luis Sanchez joins the podcast for the first time to break down the business, its financial prospects, and how it stacks up against the other major players in the industry, SpaceX and Blue Origin.

Stocks Mentioned: IPOA

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Aug 06, 2019
Financials: Green Dot CEO Steve Streit and 2 Big Financial Headlines
41:48

In the latest edition of our Between Two Fools interview series, Fool.com contributor Matt Frankel, CFP sits down for an interview with Steve Streit, founder and CEO of Green Dot Corporation (NYSE: GDOT). Plus, Frankel and host Jason Moser dive intoSquare’s (NYSE: SQ) recent earnings release and the surprise announcement of the sale of its Caviar foodservice platform, and also take a look at Capital One’s (NYSE: COF) data breach and what it could mean for investors. All of this and the stocks we’re watching now in this week’s episode of Industry Focus: Financials.

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Aug 05, 2019
Tech: 2U's Tough Day
19:53

Online education business 2U reported earnings this week, and while the past quarter's numbers were fine it seems like the growth story for the company might be changing. Simon Erickson, lead advisor of Motley Fool Explorer joins us to explain what's going on at 2U and why the stock sold off over 60%.

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Aug 02, 2019
Energy: An Introduction to ESG Investing
14:32

 Social and environmental issues have become more and more important in recent years, and investing hasn’t been spared from this trend. As a result, there has been a steady increase in investing based on Environmental, Social, and Governance factors, commonly known as ESG investing. Although ESG is growing in importance, many investors are still unaware of its existence. Motley Fool Analyst Maria Gallagher joins the show to introduce investors to ESG and share one of her favorite ESG investments, Trex. 

Stocks Mentioned: TREX

Articles Mentioned:

The Motley Fool’s ESG Hub

The Motley Fool’s ESG Investing Framework

ESG Investing: Is Trex a Responsible Investment

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Aug 01, 2019
Healthcare: Why Marijuana Stock HEXO Is on the Hot Seat. And, What's Behind Mylan's Mega-Merger With Pfizer
33:09

Pot stock HEXO is under fire over its use of social media advertising and if that isn't bad enough, its home province, Quebec, has proposed restrictions on marijuana edibles that could disrupt its growth plans. Is it game over for HEXO? Also, here's why  biopharma giant Pfizer is merging its off-patent drug portfolio with generic drug heavy weight Mylan. 

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Jul 31, 2019
CG: Prime Day Wins While Under Armour and Beyond Meat Still Have a Lot to Prove
31:10

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Dan Kline take a look at the most recent quarters for Beyond Meat and Under Armour and drill down into Amazon's most recent Prime Day results and what it all really means for the company!

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Jul 30, 2019
Financials: A Recap of Second-Quarter Bank Earnings and More
21:35

We’ve now heard the latest results from most of the major U.S. banks, so in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP break down what investors need to know. Plus, they dig into the War on Cash and how cryptocurrencies could potentially affect some of our favorite payments companies, and each gives us one of their favorite foreign fintech companies to keep an eye on. All of this and more on this week’s installment.

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Jul 29, 2019
Tech: Is Snap Back?
23:44

Thanks to a strong earnings report, Snap is finally back to the valuation it went public at several years ago. With users joining the platform, should investors be interested in shares? We talk about that, and Facebook's earnings release and the impact of the FTC's fine.

Jul 26, 2019
Energy: Ford Reports Earnings and UAW Negotiations Kick Off in Detroit
32:10

We’re diving into the auto industry this week. With Ford reporting earnings Wednesday night, Motley Fool Contributor John Rosevear joins the show to break down the report and discuss Ford’s expanded partnership with Volkswagen focused around electric and autonomous vehicles. On the back half of the show, we take a look at negotiations beginning between the Big Three US Automakers and the United Auto Workers (UAW). Stay tuned to the end of the show to hear us all (including Dan Boyd) weigh in on Chevy’s new mid-engine Corvette.

 

Stocks Mentioned: F, VWAPY, GM, FCAU, 

 

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Jul 25, 2019
Healthcare: Cann(‘t)Trust? And, What’s Behind Gilead’s Latest Mega-Deal
25:50

Marijuana stock CannTrust has revealed its been growing pot in unlicensed rooms, calling into question its future as a cannabis leader. Also, here’s why Gilead Sciences’ CEO just inked a multibillion deal with Galapagos to develop drugs together.

Jul 24, 2019
CG: Will the Cruise Industry Stay Afloat?
29:49

The two biggest players in the cruise industry -- Carnival and Royal Caribbean -- have both generally performed well. The two companies, however, are in a bit of an arms race -- adding new ships with increasingly impressive features -- think ice skating rinks, laser tag, and robot-run bars just to start -- when questions exist as to whether younger people will want to cruise. Both companies have taken steps to market to younger generations and, so far, the numbers look good but as is the case on any cruise, a storm could be coming.

Jul 23, 2019
Financials: Six Stocks Our Interns Are Watching
25:05

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Foolish investing interns Alise Montgomery and Greg Bechtel. Tune in to learn more about the companies they're pitching to the investing team as well as the stocks on their radar as earnings season gets underway!

Jul 22, 2019
Tech: All About Autodesk
23:44

We've got another tech stock on our watch list and.... shocker it's a SaaS business! Brian Feroldi jumps on the show to pitch Autodesk -- a company that makes software tools for engineers, architects, and designers. The company underwent the tough transition from the licensing model to the SaaS model and looks prime to take off.

Stocks: ADSK

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Thanks to DataSiteOne from Merrill Corporation for supporting our show. To learn more and sign up for a free demo, go to merrillcorp.com/fool.

Jul 19, 2019
Energy: 5 Hot Tips for Buying a New Home (Re-Air)
34:56

A home is the largest purchase the average person makes in his or her lifetime. However, real estate transactions can be intimidating, and because most people only go through the process once or twice, it’s hard to develop the experience needed to “know what you don’t know.” To help bridge this knowledge gap, Motley Fool personal finance experts Dan Kline and Maurie Backman join the podcast to share their experience buying properties and their 5 best tips for buying a new home.

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Jul 18, 2019
Healthcare: An Interview with HealthEquity CEO, Jon Kessler
33:45

Motley Fool Co-Founder and CEO, Tom Gardner and Shannon Jones sit down with HealthEquity CEO, Jon Kessler. During the conversation, Jon Kessler reveals how the company is strategically positioned to help fix our broken healthcare system, his thoughts on the impacts of a single payer health system and the rationale behind acquiring WageWorks.

Jul 17, 2019
CG: Peloton Primer
30:50

Peloton is one of the trendiest names in fitness, but what should investors think of the soon-to-be-public company? We break down its interesting equipment + membership model and its strengths and weaknesses.

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Thanks to DataSiteOne from Merrill Corporation for supporting our show. To learn more and sign up for a free demo, go to merrillcorp.com/fool.

Jul 16, 2019
Financials: Interview with Upskill Co-Founder and CEO Brian Ballard
17:13

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brian Ballard, co-founder and CEO of Upskill, a company focused on building enterprise software for augmented reality devices. Tune in to learn more about what Upskill is doing and where Brian sees augmented reality taking us in the coming years!

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Jul 15, 2019
Tech: Mailbag!
25:45

You asked, and we try to answer! We've got listener questions about:

- Why tariffs impact pure-play Chinese tech companies
- What investors should make of Naspers attempt to spin out its Tencent ownership
- If valuations have gotten a little too crazy for SaaS companies

Reminder -- if you have a question you want us to tackle, write in to industryfocus@fool.com.

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Jul 12, 2019
Energy: Brookfield Makes a Deal + The Biggest Energy IPO of 2019
24:41

On this week’s episode, we’ve got another deal to break down, with Brookfield Infrastructure Partners announcing a plan to take Genesee and Wyoming Railroad private. Motley Fool Contributor Matt Dilallo joins the show to discuss what this latest transaction means for Brookfield and break down Rattler Midstream’s recent IPO, the largest energy IPO of 2019 so far and the first MLP to go public since 2017. 

Stocks Mentioned: BIP, BAM, RTLR, FANG

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Jul 11, 2019
Healthcare: The Surprising Exit of Canopy Growth’s CEO Raises Questions About This Top Marijuana Stock
26:22

After building Canopy Growth into the world’s biggest pot stock, CEO Bruce Linton has been terminated by the company’s board of directors. Here’s what you need to know about his exit, the company’s future, and if Linton thinks Canopy’s still a top stock to buy. Also, the latest updates on promising new gene therapies that could revolutionize hemophilia A and hemophilia B treatment. Stocks: CGC, STZ, OGR, SGMO, BMRN, QURE

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Jul 10, 2019
CG: Will a Labor Dispute Derail Endeavor’s Upcoming IPO?
37:38

Endeavor, the world’s largest and longest running talent agency and owner of the UFC, recently filed its S-1 to go public. At the same time, an ongoing feud between the Writers Guild of America and major talent agencies, including Endeavor, has reached a fever pitch. Motley Fool Contributor Asit Sharma joins the show to break down the business, its prospects, and the threat posed by ongoing WGA dispute. 

Stocks Mentioned: EDR (proposed ticker)

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Jul 09, 2019
Financials: Job Growth and Bank Earnings: What Investors Need to Know
23:50

The June jobs report shows that our economy is creating far more jobs than expected, and this could make the Federal Reserve hesitant to cut rates as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel CFP discuss the jobs report, the upcoming wave of bank earnings, and how these stories tie together. Plus, the pair discusses the downsides to the War on Cash and shares what stocks they’re watching now.

Jul 08, 2019
Bonus: IF Host Roundtable (Part 3)
19:11

Description: With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 3, we share our wish lists of companies we wish were public but aren’t, give our top stock to watch right now, and share our favorite 4th of July activities. 


Stocks Mentioned: RGNX, ADBE, RDFN,

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Jul 03, 2019
Bonus: IF Host Roundtable (Part 2)
42:02

With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 2, we break down some of the biggest trends and news items in investing this year to decide whether they’re News, or Noise. Next, we take a look at some recent IPOs to determine whether investors should be saying Oh Yeah, or Oh No to these newly public companies. 

Stocks Mentioned: PINS, ZM, UBER, LYFT, BYND

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Jul 02, 2019
Bonus: IF Host Roundtable (Part 1)
18:48

With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 1, we discuss the state of the stock market today, take a look at some indicators that could suggest where the economy is headed next, and dive into the antitrust rumors surrounding Big Tech. 

Stocks Mentioned: FB, AMZN, GOOG, GOOGL, AAPL

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Jul 01, 2019
Tech: All Things Apple
22:32

It's been a big news week for Apple -- the company scooped up a self-driving start up, released new figures on Apple Music, and its design head is heading out. We break it all down on today's show.

Stocks: AAPL, SPOT

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Jun 28, 2019
Energy: United Technologies and Raytheon Look to Build an Aerospace Titan
17:35

Earlier this month, Raytheon and United Technologies announced a “merger of equals,” promising to create the world’s second largest aerospace company by total revenues. At the same time, United Technologies has also been preparing for the spinoff of its OTIS elevator and Carrier HVAC divisions. Motley Fool Contributor Lou Whiteman joins the show to break down these deals and more on this week’s episode of Industry Focus: Energy & Industrials. 

Stocks Mentioned: UTX, RTN

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Jun 27, 2019
Healthcare: Does the AbbVie and Allergan Merger Make Sense? And Jason Moser’s Top Healthcare Picks
34:21

Shannon Jones and Jason Moser breakdown the proposed megamerger between AbbVie and Allergan. Also, Jason Moser shares his thinking and the stocks behind his “Healthcare and Wealthcare” basket.

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Jun 26, 2019
CG: The Future of Reality Is Augmented
30:30

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Dan Kline dig into the burgeoning world of augmented reality and talk about the many different ways investors will be able to win from this growing and impactful technology.

Jun 25, 2019
Financials: The June Fed Meeting and PayPal's Unexpected Departure
20:48

In this week's episode of Industry Focus: Financials, host Dylan Lewis and Fool.com contributor Matt Frankel, CFP discuss two recent news stories. As expected, the Federal Reserve held interest rates steady, but opened the door for a rate cut in July. On the more unexpected end of the spectrum, PayPal (NASDAQ: PYPL) announced the unexpected departure of a key executive. Here's what investors need to know about both of them. 

 

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Jun 24, 2019
Tech: Big Tech in Trouble?
24:16

A proposed law could be big trouble for the business models of tech giants like Facebook, Google, and Twitter. We explain the laws that currently allow these companies to host user content without being liable for its content and how it could change under the proposed law.

Stocks: WORK, FB, GOOG, GOOGL, TWTR

Download their FREE guide, “Seven Key Strategies to Grow your Profits” today at NetSuite.com/fool

Jun 21, 2019
Energy: FedEx Breaks Up with Amazon
20:47

Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials.


Stocks Mentioned: FDX, AMZN, UPS, SHOP, WMT, TGT, DG

 

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Jun 20, 2019
Healthcare: 3 Little-Known Medical Device Makers
27:52

Most investors will never come in contact with the products that are made by medical device companies. That fact can make it hard for them to research these types of businesses. However, when a medical device company creates a game-changing product it can often go on to create huge shareholder value in time. On this week's episode of Industry Focus: Healthcare, host Shannon Jones sits down with Fool.com's Brian Feroldi to talk about three hidden medical device makers that could be on the verge of generating meaningful returns for their investors: ViewRay, Nervo, and LeMaitre Vascular.

Stocks: VRAY, NVRO, LMAT

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Jun 19, 2019
CG: What’s Going On With America’s Malls?
26:23

America’s malls are changing. Some well-known retail brands have gone away replaced by digital retailers. That has forced mall operators to be creative in finding alternative ways to fill space. That’s a work in progress at many malls but it’s something the owners of at least some malls have proven successful at doing.

Thanks to Sprout Social for supporting Motley Fool. To learn how your brand can create real connection, visit sproutsocial.com/fool today.

 

 

Jun 18, 2019
Financials: Between Two Fools with Guest Brendan Mathews of Motley Fool Ventures
29:20

On this week’s episode of Industry Focus: Financials host Jason Moser sits down with Brendan Mathews, VP of Motley Fool Ventures to talk about working in venture capital, the types of companies they're looking at, the differences between public and private investing and some of the big trends the team is following!

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Jun 17, 2019
Tech: Slack Me
22:28

Another tech unicorn is going public -- Slack! We break down how the SaaS communication company works, its financials and its $17B valuation. We also explain the company's curious name, and why it has an eerie resemblance to Fool favorite Shopify.

Stocks: WORK, SHOP

Jun 14, 2019
Energy: Fiat Chrysler Try to Merge + Why Are We Seeing So Many Auto Partnerships?
42:03

It’s been a wild couple weeks for Fiat Chrysler and Renault. After Fiat made a merger offer in late May, Renault shareholders Nissan and the French government balked at the deal, leading Fiat to withdraw its offer. Motley Fool Senior Auto Analyst John Rosevear joins the podcast to break down the political issues that have sidetracked the merger and discuss why we’ve been seeing so many major automotive partnerships recently, both between OEMs and autonomy startups.

Stocks Mentioned: FCAU, RNLSY, NSANY, GM, F, VWAGY, RACE, TSLA, HMC, TM

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Jun 13, 2019
Healthcare: Investor Brad Loncar Breaks Down ASCO 2019's Winners and Loser
37:03
Earlier this month, industry watchers gathered at the annual American Society of Clinical Oncology (ASCO) conference to discuss the latest research in the battle against cancer. In today's show, biotech investing expert Brad Loncar shares his key takeaways from the event, including must-hear insight into programs underway at Iovance Biotherapeutics, MacroGenics, and the biotech unicorn, Grail.

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Jun 12, 2019
CG: The Science of Scams
19:01

We’re re-airing one of our favorite episodes from last year -- we breakdown how scams works, the signs of a scam, and how you can protect yourself with Fool.com's resident detective, Matthew Cochrane.

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Jun 11, 2019
Financials: Mortgage REITs, Docusign Earnings, and Some Important Terms to Know
25:02

Mortgage REITs can be attractive to income investors, with many sporting double-digit yields, but it’s important to know what you’re getting into before adding one to your portfolio. In this Industry Focus: Financialsepisode, Fool.com contributor Matt Frankel, CFP discusses the basics of this unique type of company. Plus, host Jason Moser gives his take on Docusign’s (NASDAQ: DOCU) latest earnings report, and the pair answer some listener emails. You’ll hear all this and more on this week’s episode!

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Jun 10, 2019
Tech: Inside Fiverr
18:08

2019 is the year of IPOs! We're digging through another prospectus from a soon-to-be-public tech company: Fiverr. The gig economy site is getting ready to go public, but should investors be excited?

Stocks: UPWK

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Jun 07, 2019
Energy: Time for an Offshore Turnaround
38:35

Since the oil price collapse of 2014, offshore drillers have languished, with several operators going bankrupt. However, stabilizing oil prices and declining breakeven levels for offshore oil has the industry poised for a turnaround. Motley Fool Contributor Jason Hall joins the show to discuss the current state of the industry and break down three major offshore operators.

Stocks Mentioned: RIG, ESV, SDRL

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Jun 06, 2019
Healthcare: The Hottest IPO You’ve Never Heard Of
18:05

Pinterest, Beyond Meat, and Uber might be grabbing all of the financial headlines, but a little-known medical device company called Shockwave Medical (NASDAQ:SWAV) recently went public and has been a massive winner for early investors.

In this episode of Industry Focus: Healthcare, host Shannon Jones and fool.com contributors Brian Feroldi take a closer look at Shockwave Medical’s technology, market opportunity, and financial statements to discuss why Wall Street is so excited.  

They also provide investors with an update on Novocure (NASDAQ:NVCR), which is another fast-growing medical device maker that recently secured an important regulatory win.

Stocks mentioned: SWAV, NVCR

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Jun 05, 2019
CG: Investing in Videogames and Toys
47:06

Over the last several years, nerdculture and pop culture have become one and the same, with Avengers movies and Game of Thrones dominating the conversation. As this interest has grown, businesses have moved to satisfy audience demand for products associated with pop culture. On today’s episode, Motley Fool Analyst Jim Gillies and Contributor Dan Kline join the show to break down two companies operating in the space: Gamestop and Funko.

Stay tuned to the end to hear us discuss our favorite video games of all time!

Stocks Mentioned: GME, FNKO, BKS

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Jun 04, 2019
Financials: The Trade War’s Impact on Banks, and the Best Way to Read SEC Filings
32:51

In this week’s episode of Industry Focus: Financials, Jason Moser sits down with analyst Auri Hughes in the latest installment of our Between Two Fools interview series. Then, Fool.com contributor Matt Frankel, CFP talks with Moser about why bank stocks have underperformed the market in the midst of the trade war, the most important things investors should look for in company 10k and 10q filings, and what to think about when rolling over a 401(k). All that, plus the latest stocks we’re watching on this week’s information-packed episode.

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Jun 03, 2019
Tech: Uber's First Earnings Release
17:38

We've got our hands on Uber's first set of earnings results as a publicly traded company -- we talk about why losses widened and the comments from management that surprised us. Also, we hit a looming anti-trust issue for Apple.

Stocks: AAPL, UBER, LYFT

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May 31, 2019
Energy: 5 Hot Tips for Buying a New Home
34:49

A home is the largest purchase the average person makes in his or her lifetime. However, real estate transactions can be intimidating, and because most people only go through the process once or twice, it’s hard to develop the experience needed to “know what you don’t know.” To help bridge this knowledge gap, Motley Fool personal finance experts Dan Kline and Maurie Backman join the podcast to share their experience buying properties and their 5 best tips for buying a new home.

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May 30, 2019
Healthcare: Is Zolgensma's $2.1 Million Price Tag Ridiculous?
23:14
Here's why paying $2 million for Novartis' revolutionary gene therapy for SMA may not be as crazy as it sounds. 
Also, why shares slumped after BioMarin reported its gene therapy may virtually eliminate bleeding in hemophilia A patients.

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May 29, 2019
CG: Between Two Fools and the Battle Brewing in Home Improvement
30:04

On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma take a look at the most recent quarters for The Home Depot and Lowe's and kick the tires on Canadian Tire. Plus Jason sits down with Motley Fool analyst Thomas King on a new installment of Between Two Fools!

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May 28, 2019
Tech: Clarity on Qualcomm
19:45

Back in January, the FTC put out its antitrust case against Qualcomm and now we have Federal Judge Lucy Koh's decision. We explore the decision, what it means for Qualcomm and how it might radically change the business.

Stocks: QCOM, AAPL

May 24, 2019
Energy: Why We Love Redfin
40:20

The real estate brokerage industry hasn’t changed much in decades, with high commissions and an opaque buying process. However, Redfin is changing the industry for the better, aiming to fulfill its mission to “Redefine real estate in the consumer’s favor.”

With a powerful value proposition, capable management, and a huge addressable market, Redfin is an up-and-coming Rulebreaker that investors should be receiving investors’ attention. Motley Fool Analyst Tim Beyers and Industry Focus Host Nick Sciple, both Redfin shareholders, break down Redfin’s competitive advantages, opportunities, and risks on this week’s episode.

Stocks Mentioned: RDFN, ZG

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May 23, 2019
Healthcare: Top Stocks To Watch at ASCO 2019
29:02

We highlight two biotech stocks making oral presentations that could move their share price next month. Plus, Emily Flippen discusses an SEC proposal that could change reporting requirements for early stage biotechs.

Stocks: RGNX BPMC

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May 22, 2019
CG: Luckin Takes on Starbucks; Target Sells Out
22:03

Chinese coffee company Luckin has aggressive plans to add thousands of stores and it's willing to lose a lot of money to do that. That puts it in competition with Starbucks though there might be enough customers for both. In addition Target sold out of its exclusive Vineyard Vines collection and that may not be a good thing.

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May 21, 2019
Financials: Green Dot’s Disappointing Earnings and an Interview With Prudential’s CFO
35:08

In the latest installment of our Between Two Fools interview series, host Jason Moser sits down with Prudential (NYSE: PRU) CFO Ken Tanji to talk about financial wellness and what the company is doing to try to improve the financial wellness of Americans. Plus, Fool.com contributor Matt Frankel, CFP talks about why Green Dot (NASDAQ: GDOT) plunged after its recent earnings report, and you’ll also hear what stocks are on our radar this week. All this and more on this week’s episode of Industry Focus: Financials.

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May 20, 2019
Tech: Checking in on IPOs
19:55

We've got our hands on the first report for recently public Pinterest! We dive in and try and figure out why the stock sold off 10% after earnings, and check in on 2018 IPOs Upwork and Docusign to see how they're faring after their first year on the market.

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May 17, 2019
Energy: A.O. Smith, Hot Stock or in Hot Water?
31:46

If you took a hot shower this morning, there’s a good chance you got your hot water thanks to a product from A.O. Smith, America’s largest manufacturer of hot water heaters. Operating in an oligopoly market with growing demand as more of the world enters the middle class, A.O. Smith is up 9X over the last 10 years and counts itself among elite company as a dividend aristocrat.  With shares down today on a recent short report from J Capital Research, Motley Fool Analyst John Rotonti joins the show to break down the investment opportunities and risks surrounding A.O. Smith today.

Stocks Mentioned: AOS

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May 16, 2019
Healthcare: Who Had the Better Quarter, Gilead Sciences or Amgen?
24:32

It's a battle of the big bio's on this episode of Industry Focus Healthcare. Is Gilead Sciences finally overcoming its hep C headwind? Is Amgen beating back biosimilars? We dig into the details as we discuss which of these biopharma behemoths delivered better first quarter results. Stocks: GILD, AMGN

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May 15, 2019
CG: What to Make of MLMs
26:43

You've undoubtedly been exposed to the multi-level marketing industry -- Facebook posts from people you went to high school with, phone calls asking you to come to Tupperware parties. Millions of Americans participate in the space, whether they call it "direct selling" "network marketing" or something else entirely. On this show, we explain why we won't invest in the industry, and how the average distributor tends to make out.

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May 14, 2019
Financials: A Trio of Big Financial Earnings
31:05

In this installment of Industry Focus: Financials, we sit down for a chat with Fool analyst T.J. Piggott. Then, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest earnings from Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B), Square (NYSE: SQ), and Markel (NYSE: MKL). And, as always, the pair shares two stocks on the top of their watch list right now.

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May 13, 2019
Tech: 3 Ad Plays Not Named Facebook or Google
27:49

In the digital ad world, the Google and Facebook swallow up most of the market share... and headlines. But there are a lot of smaller players in digital advertising that could be great ways to play the mega-trend. We run through their recent results on today's show.

Stocks: ROKU, TTD, TLRA

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May 10, 2019
Energy: Occidental, Anadarko, and Berkshire Makes 3
23:48

With Chevron bowing out of the bidding for Anadarko Petroleum, it appears Occidental has won its bid for the Permian E&P giant, with help from Warren Buffett and Berkshire Hathaway. Motley Fool Contributor Matt Dillalo and Industry Focus Host Nick Sciple break down what the deal means for all the parties involved and take a look at Berkshire Hathaway’s earnings reported over the weekend.

Stocks Mentioned: BRK, OXY, CVX, APC, KHC, BAM, KMI

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May 09, 2019
Healthcare: Medical Device Winners & Losers
22:56

Earnings season continues to heat up and several medical device makers have reported their first-quarter results. In this episode of Industry Focus: Healthcare, host Shannon Jones and Brian Feroldi discuss why Abiomed (NASDAQ:ABMD) and Intersect ENT (NASDAQ:XENT) are off to a rough start in 2019 and why things couldn't be going better for Insulet (NASDAQ:PODD) and Novocure(NASDAQ:NVCR).  

Stocks mentioned: ABMD, XENT, PODD, and NVCR

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May 08, 2019
CG: Sick Pigs in China -- Why You Should Care
26:48

Over the last nine months, African swine fever has ravaged the pig population in China, causing tens of thousands of animals to be culled from herds. Side effects from this disease will be lasting and wide reaching, affecting everything from global meat demand, the Chinese yuan, and even tariff talks between the U.S. and China. Motley Fool Contributor Dan Kline and Industry Focus Host Nick Sciple break down these issues and more, as well as discussing Charlie Munger’s recent statement that Amazon has more to fear from Costco than the other way around.

Stocks Mentioned: BYND, MCD, TSN, SAFM, PPC, JBSAY, ADM, BG, COST, AMZN

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May 07, 2019
Financials: Between Two Fools and Where Taxes and Investing Part Ways
31:09

On this week’s episode of Industry Focus: Financials host Jason Moser and Industry Focus: Tech host Dylan Lewis tackle a real-life financial situation as Dylan tries to figure out what to do with a substantial stock gift he recently received. Plus Jason sits down with Motley Fool analyst Maria Gallagher on a new installment of Between Two Fools!

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May 06, 2019
Bonus: Breaking Down Ford and GM Earnings
15:30

Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss the recent earnings reports from Ford and GM, including Ford’s recent $500 million dollar investment in EV developer Rivian.

Stocks Mentioned: GM, F

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May 04, 2019
Tech: The Scoop on Uber
31:09

Shares of the leading ride-sharing company will hit the market soon, so how does giant Uber compare to already-public Lyft? We break that down, and talk results from Apple's most recent quarter.

Stocks: AAPL, UBER

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May 03, 2019
Energy: Tesla Earnings, Autonomy, and a Capital Raise
43:14

Motley Fool Senior Auto Analyst John Rosevear returns to the show to discuss the latest Tesla news, from its recent earnings report, Investor Autonomy Day, its recent filing to raise capital, and more.

Stocks Mentioned: TSLA

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May 02, 2019
Healthcare: Who Had The Better Quarter, Tandem Diabetes or Teladoc?
24:46
In this earnings brawl episode of Industry Focus Healthcare, diabetes disruptor Tandem Diabetes faces off against telehealth titan Teladoc. Place your bets, because the winner may surprise you.

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May 01, 2019
CG: The Future of Cars and the Mercadolibre of Africa
23:00

Uxin battles a recent short report and Jumia is investing big in Africa. On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool analysts Emily Flippen and Joey Solitro discuss the state of affairs with the leading used car platform China used car company and take a closer look at how Jumia is capitalizing on Africa’s developing middle class. Plus the team takes a listener question on how investors should be viewing Chinese electric car company NIO

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Apr 30, 2019
Financials: Financial Literacy Month Comes to a Close
33:15

In addition to earnings season, we’re also in the final days of financial literacy month. April is financial literacy month, so in this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP sat down with Elizabeth Overbay, Chief Operating Officer of Goldman Sachs’ (NYSE: GS) consumer banking division and Dustin Cohn, Head of Brand and Marketing Communications for Marcus by Goldman Sachs to talk about the problem of financial literacy in America and what they’re doing to fix it. Plus, Frankel and host Jason Moser discuss first-quarter results from fintech heavyweights Visa (NYSE: V) and PayPal (NASDAQ: PYPL), and as always, let listeners know what stocks they’re watching this week.

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Apr 29, 2019
Tech: Let's Get Millennial
20:54

A lot of ink has been spilled about the things millennials are killing -- napkins, bar soap -- but as the generation of people born between the early 1980s and the early 2000s age into becoming the biggest generation in the workforce, investors want to know: what businesses will enjoy huge tailwinds? We introduce our "Millennial Basket" -- three companies that seem to have plenty of room to grow based on where young folks are spending their dough.

Stocks: EB, UPWK, MTCH

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Apr 26, 2019
Energy: Chart-ing a Course in LNG & the US Reaffirms Iran Sactions
34:03

After issuing 6 month exemptions, the U.S. pledges to fully enforce sanctions against Iranian oil exports. What does this mean for investors? In addition, huge spreads between the price of natural gas around the world has investment in liquefied natural gas (LNG) exploding. Motley Fool Contributor Jason Hall and Industry Focus host Nick Sciple discuss Chart Industries, a key provider of equipment used to cool and transform natural gas from a gaseous state to a liquid, and what opportunities it may provide to investors.

Stocks Mentioned: GTLS

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Apr 25, 2019
Healthcare: Is This Highly-Anticipated Gene Therapy In Trouble?
22:27

An infant participating in Novartis' Zolgensma trial has died, raising questions ahead of an expected FDA decision next month for this one-and-done treatment for spinal muscular atrophy. Here's what you should know. Also, why investors should ignore Intuitive Surgical's first quarter earnings miss and buy shares on sale.

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Apr 24, 2019
CG: Is the T-Mobile/Sprint Deal in Trouble? And Making Sense of Streaming Services
18:06

T-Mobile and Sprint have faced opposition from federal regulators over their planned $26.5 billion merger. Speculation that the deal may not be approved has led Sprint to send a statement to the Department of Justice saying that if the deal gets denied, it may not be able to survive. Fool Contributor Daniel Kline joins Shannon Jones to break that down and to take some time to sort out the streaming video industry.

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Apr 23, 2019
Financials: American Express Has Changed and Bank Earnings Continue
29:48

On this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP sits down with Gunther Bright, Executive Vice President, Merchant Services U.S. for American Express to discuss how Amex has evolved in recent years. After, Frankel and host Jason Moser discuss a trio of earnings from Bank of America (NYSE: BAC), Morgan Stanley (NYSE: MS), and Travelers (NYSE: TRV) and answer a listener question about investing in wealth management firms. And, as always, we close out the show with two stocks we’re keeping our eye on now.

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Apr 22, 2019
Energy: Chevron Writes Anadarko a Check, Kinder Morgan Reports Earnings, and Oil Company Earnings Previews
18:33

Last Friday, Chevron announced a $33 billion acquisition of Anadarko Petroleum, one of the biggest energy mergers in years. Motley Fool Contributor Matt Dilallo and Industry Focus host Nick Sciple break down the deal, take a look at Kinder Morgan’s most recent earnings report, and preview upcoming earnings from some of their favorite oil companies.

Stocks Mentioned: CVX, APC, KMI, HES, XOM, COP

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Apr 18, 2019
Healthcare: How Marijuana Legalization Impacted OrganiGram and Aphria's Latest Results
29:02

Marijuana stocks OrganiGram and Aphria reported quarterly earnings this week - here's what you should know. Also, Abbott locks horns with DexCom in diabetes and what's next for Bristol-Myers' now that its Celgene acquisition is official.

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Apr 17, 2019
CG: A Tale of Two Rodents
24:07

We're tapping deep into childhood nostalgia on this show -- kids birthday party staple Chuck E. Cheese is planning to go public in 2019 and the details on Disney+ are finally available. One of these developments should have investors happy, the other one... not so much.

Stocks: DIS, CEC

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Apr 16, 2019
Financials: Bank Earnings and Getting to Know Zelle
26:08

In this episode, we look at the bank earnings (so far) and learn about person-to-person payment platform Zelle. In the latest edition of our Between Two Fools interview series, Fool.com contributor Matt Frankel, CFP sits down with Lou Anne Alexander, Group President of Payments for Early Warning, the company behind person-to-person payment platform Zelle. Later, Frankel and Industry Focus: Financials host Jason Moser discuss earnings from JPMorgan Chase (NYSE: JPM), and both tell listeners about the stocks on their radar this week.

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Apr 15, 2019
Tech: A Profitable Unicorn?
25:56

Soon-to-be-public Zoom is a Unicorn among Unicorns -- the company grew its top line over 100% last year and it managed to post a profit. We run through the company prospectus and see whether it is worth investing in ahead up its public debut:

Stocks: ZM

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Apr 12, 2019
Energy: DowDuPont Is Breaking Up -- What It Means For Investors.
24:31

4 years ago, Dow and DuPont merged, creating one of the world’s largest industrial conglomerates. From the start, the plan was to break this newly formed company into 3 separate businesses, each more streamlined and nimble than the combined entity. In early April, the first stage of the breakup took place when New Dow began trading. Motley Fool Contributor Lou Whiteman and Industry Focus host Nick Sciple break down each of the newly formed companies and discuss how investors should be viewing them as they come to market.

Stocks Mentioned: DWDP, DOW

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Apr 11, 2019
Healthcare: 3 Genomics Stocks Revolutionizing Healthcare And Why Alnylam's New Deal Didn't Excite Investors
31:36

Here's why a $1 billion deal with Regeneron failed to spark a rally in Alnylam shares. Also, will genetic discovery be our generation's biggest trend? If so, Illumina, bluebird bio, and Invitae could be top stocks to watch.

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Apr 10, 2019
CG: Is WWE A Predetermined Winner?
42:30

WWE stock is up over 5X in the last three years, making it one of the better performing stocks on the market. With sports licensing fees surging, the company recently negotiated a new deal that should position the company to thrive over the next several years. Dan “Pretty Boy” Kline and Nick “Hundred Dollar Man” Sciple break down how the company makes money, recent criticism surrounding the company, and the company’s future on this week’s episode.

Stay tuned till the end to hear our Mount Rushmore of the greatest wrestlers of all time, our favorite highlights from Sunday’s Wrestlemania, and more!

Stocks Mentioned: WWE, FOX, FOXA, CMCSA

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Apr 09, 2019
Financials: An Insider’s Look at Financial Crimes and Why America Isn’t Living Up to Its Potential
33:53

Here’s the latest from around the financial sector, and an interview with a Fool.com contributor with a unique perspective on financial crimes. In this episode of Industry Focus: Financials, host Jason Moser sits down with Fool.com contributor Matt Cochrane, who happens to have a unique day job related to the financial sector. Also, regular guest Matt Frankel, CFP discusses why JPMorgan Chase (NYSE: JPM) CEO Jamie Dimon thinks America’s economic growth isn’t nearly as robust as it could be, and answers a listener question about stock buybacks. Finally, as always, Moser and Frankel each reveal what stocks they’re watching right now.

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Apr 08, 2019
Tech: All About EBITDA
22:34

We tackle a listener question on today's show -- why should I care about EBITDA?

Listen in to get a breakdown of the metric, how it can be used for good, and how it can be abused by businesses trying to mask bad results.

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Apr 05, 2019
Energy: Southwest’s 737 Max Problem
29:00

A second crash of Boeing’s 737 Max has shaken the airline industry over the past month. As the world’s largest operator of 737 aircraft, Southwest Airlines has been particularly affected. Motley Fool contributor Adam Levine-Weinberg and Industry Focus host Nick Sciple break down how Southwest is adapting to the 737 Max news, discuss the company's' newest routes to Hawaii, and take a look at whether the stock might be a buy today.

Stocks Mentioned: LUV, HII, BRK-A, BRK-B

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Apr 04, 2019
Healthcare: Where Technology and Healthcare Meet
26:11

Technology has invaded every sector of the market, including healthcare. In this weeks episode of Industry Focus: Healthcare, host Shannon Jones and fool.com contributor Brian Feroldi discuss 5 hybrid healthcare/tech stocks that should be on your radar.

Stocks mentioned: VEEV, HQY, TDOC, MDSO, CERN

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Apr 03, 2019
CG: Where Food and Technology Meet
37:09

McDonald's invests in its customer experience and Whole Foods is lowering prices (again). On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma discuss how the fast-food giant is leaning on technology as well as Amazon's long-term strategy with Whole Foods. Plus Jason chats with Aaron Timmons to learn more about his career with Amazon in a new installment of Between Two Fools.

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Apr 02, 2019
Financials: A Socially-Responsible Bank and Wells Fargo’s CEO Search
32:21

In this episode of Industry Focus: Financials, host Jason Moser sits down with Amalgamated Bank (NASDAQ: AMAL) CEO Keith Mestrich to talk about the opportunities and challenges of operating a smaller and socially-responsible bank in the modern financial landscape. Plus, Fool.com contributor Matt Frankel, CFP discusses what Wells Fargo (NYSE: WFC) CEO Tim Sloan’s abrupt departure could mean for the bank and its investors. And, you’ll hear which two stocks we’re watching this week.

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Apr 01, 2019
Tech: Interested in Pinterest?
27:21

Another unicorn is going public! We take a look at Pinterest's prospectus and explain how the social media company has turned DIY pics into a $12B business.

Stocks: PINS, FB, GOOG, GOOGL

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Mar 29, 2019
Energy: A Year in Steel Tariffs
34:33

On March 8, 2018, the United States enacted 25% tariffs on imported steel. A year later, have those tariffs accomplished what they set out to do? Motley Fool Contributor Jason Hall and Industry Focus host Nick Sciple answer that question and share their favorite steel investment on this week’s episode.

Mar 28, 2019
Healthcare: Is Biogen A Beat-Up Bargain? And Is Bristol-Myers' Mega-Merger On the Rocks?
26:31

Biogen's shares fell 30% because it's bailing on a once-promising Alzheimer's disease drug, but it might not be a bargain worth buying yet. Also, why a shareholder revolt could cause Bristol-Myers and Celgene's merger to fall apart.

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Mar 27, 2019
Consumer Goods: Amazon Kicks out the CRaP, CVS Gets Into CBD
19:35

Amazon has increased its focus on profitability and that means getting rid of items where it “can’t realized a profit” or CRaP as the company unofficially calls them. Host Shannon Jones and Fool Contributor Daniel Kline also discuss whether CVS selling CBD products fits its image as a company focused on health.

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Mar 26, 2019
Financials: The Fed, an Interview With Sallie Krawcheck, and Stocks We’re Watching
36:58

In the latest edition of our Between Two Fools interview series, host Jason Moser sits down with Ellevest CEO and co-founder Sallie Krawckeck. Then, Fool.com contributor Matt Frankel, CFP tells investors what they need to know about the latest Federal Reserve meeting and why bank stocks have been dropping ever since. Finally, you’ll hear which two stocks are on our watch lists this week.

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Mar 25, 2019
Tech: ETFs
18:00

Today we talk about a topic we've never covered before -- ETFs!

Exchange-traded Funds are a great way for investors to get instant exposure to a basket of companies, and there are plenty of tech funds that have put up big returns over the past few years. We run through some solid options, and explain the difference between ETFs and mutual funds.

Tickers: ETFMG, HACK, ARKW, FDN, VGT, XLK

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Mar 22, 2019
Energy: Is Graco a Great Co.?
30:58

Sometimes great companies are found in under-the-radar places. Graco is one of those companies. You probably haven’t heard of it (I thought it made baby strollers before doing my research), but this maker of industrial fluid and coating machinery has trounced Mr. Market over the past 25 years. Motley Fool Senior Analyst John Rotonti joins the podcast to discuss why this underfollowed company is an attractive investment today.

Stocks Mentioned: GGG, SHW

 

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Mar 21, 2019
Healthcare: How To Build A Better Biotech Portfolio
25:11

Fool's have questions, we've got answers! In today's show we offer tips on what to look for before buying clinical-stage and commercial-stage biotech stocks, including 5 checklist items you ought to know.

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Mar 20, 2019
CG: Investing in March Madness!
41:03

It’s March Madness time as the NCAA men’s and women’s basketball tournaments are set to begin. On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma look at how their favorite teams made it to the Big Dance and talk about all the different ways investors can benefit from one of the year’s biggest sporting events.

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Mar 19, 2019
Financials: Bank Raises, Conglomerates, and LivePerson’s CEO Drops By
41:41

In the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with LivePerson (NYSE: LPSN) CEO Rob LoCascio. Plus, Wells Fargo (NYSE: WFC) CEO Tim Sloan just got a $1 million raise – did he deserve it? And, why does conglomeration seem to work so well for companies like Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) and Markel (NYSE: MKL), but not forGeneral Electric (NYSE: GE). All this and more on this week’s episode.

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Mar 18, 2019
Tech: Salesforce turns 20!
28:23

The original SaaS business hit a big milestone recently, we recap how the company turned CRM into a business worth over $100 billion. Then we turn our attention to a SaaS stock that's still in its early innings, Shopify.

To wrap things up, we get some tips on how to talk about money with kids from a visiting team of junior analysts.

Stocks: CRM, SHOP, WDAY, NOW

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Mar 15, 2019
Energy: Boeing Gets Grounded, Tax Lessons and the Joy of Yeildcos
47:07

Following a second fatal crash of its 737 Max aircraft, Boeing has grounded the planes worldwide. Motley Fool Contributor Jason Hall and IF Host Nick Sciple break down what we know so far and how investors should be reacting and dive into the listener mailbag to give investors a primer on Schedule K-1 taxes and an overview of their favorite Renewable Energy Yieldcos.

Stocks Mentioned: BA, LUV, EADSY, BEP, TERP, PEGI, NEP, CWEN, PCG

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Mar 14, 2019
Healthcare: An Interview With Brad Loncar, CEO of Loncar Investments, on China’s Biotech Revolution
31:57

In this week’s episode of Industry Focus: Healthcare, Shannon Jones and special guest Simon Erickson, sit down with Brad Loncar, CEO of Loncar Investments, to discuss China’s biotech revolution.

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Mar 13, 2019
CG: Papa John, JAB, and the Future of Retail
31:40

On this week’s Industry Focus Consumer Goods, Motley Fool Contributor Dan Kline and host Nick Sciple break down some of the latest news in the CG space. “Papa” John Schnatter has reached an agreement with his namesake company to retract his lawsuit with the company and step down from its board. What does this mean for the company’s future? JAB Holdings is considering spinning off its coffee and retail brands. Should investors be paying attention? Finally, Dan discusses some of the latest retail technology he learned about last week at ShopTalk in Vegas. We hope you’ll enjoy their conversation.

Stocks Mentioned: PZZA, DPZ, KDP, SBUX, AMZN, WMT, TGT

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Mar 12, 2019
Financials: Getting to Know Boston Omaha and Three Key Trends in Retail and Payments
28:02

In this week’s Industry Focus: Financials, host Jason Moser sits down with The Motley Fool’s own senior analyst Buck Hartzell to talk about Boston Omaha Corporation (NASDAQ: BOMN), an up-and-coming financial stock that’s been getting lots of attention. Then, Fool.com contributor Matt Frankel, CFP discusses some of the main themes at this year’s ShopTalk conference in Las Vegas. And, Moser and Frankel discuss a couple of stocks on their radar and The Motley Fool’s new real estate investing website.

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Mar 11, 2019
Tech: Lyft Deep Dive
24:19

We finally have financials from ride-hailing company Lyft! On today's show we run through how the company makes money, the core business metrics investors need to know about, and the big risks facing the business.

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Hello Monday from LinkedIn - https://itunes.apple.com/us/podcast/hello-monday/id1121084031?mt=2

 

Mar 08, 2019
Energy: Tesla: We’ve Got a Lot to Talk About
01:21:14

[WARNING: This Episode is Long] In recent weeks, Tesla has released a flood of news onto the public markets, from confusion surrounding deliveries in Europe and Asia, departures of multiple C-level executives, contempt charges against Elon Musk by the SEC, price cuts across its entire lineup of vehicles, eliminating the vast majority of its retail presence, and an upcoming announcement of the Model Y-- and that’s the short list. Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss these stories and more in a comprehensive look at the challenges facing Tesla today.

Listening Guide

  • First ~30 minutes -- $35k Model 3 + Store Closure Announcements + Model Y
  • Middle ~30 minutes -- Import issues in Asia/Europe + Elon’s Contempt of Court
  • Final ~30 minutes -- Consumer Reports Removes Model 3 Rec + Changes to Autopilot Marketing

 

Stocks Mentioned: TSLA

 

Stories Mentioned:

 

Will the Feds Tell Tesla to Fire Elon Musk Over Tweets?

Tesla customers describe maddening problems with returns and refunds

Tesla doesn’t know where it will build the Model Y as it rolls out more layoffs and cost cuts

Former Tesla Workers Paint Grim Picture of Buffalo Plant

Elon Musk Should Be Enabled to Step Back From Tesla, Investor Says

Tesla ends contract to prepare Model 3 for delivery in Europe a week after first ship

NHTSA's Autopilot Claim That Tesla Touted Disputed in New Study

 

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Mar 07, 2019
Healthcare: Gene Therapy Deals -- What Company Could Be Next?
26:01

Here's why Roche's acquisition of gene therapy pioneer Spark Therapeutics and Biogen's acquisition of gene therapy upstart Nightstar Therapeutics could put Regenxbio in play. RHHBY, ONCE, BIIB, NITE, RGNX

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Mar 06, 2019
CG: Breaking Up Is Hard To Do
32:42

Gap is breaking up with…itself? And why is Levi Strauss giving it another go as a publicly traded company? On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma give listeners the must-know details about these stories, and also offer up a couple of stocks they’re watching in the coming week.

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Mar 05, 2019
Financials: A Trio of Fintech Earnings and Competition in Payment Processing
23:09

Here's the latest from around the financial sector that investors need to know. In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss earnings from Green Dot (NASDAQ: GDOT), Mercadolibre (NASDAQ: MELI), and Square (NYSE: SQ). Plus, hear why Kroger (NYSE: KR) is no longer accepting Visa (NYSE:V) credit cards in some company-owned stores. All this and more on this week's info-packed episode.

 

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Mar 04, 2019
Tech: International Stocks Steal the Show
31:44

iQiyi and MercadoLibre put up some monster earnings results to end 2018 -- we break down the numbers, and why both businesses still have plenty of growth ahead of them.


Stocks: IQ, MELI

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Mar 01, 2019
Energy: X(PO) Gonna Give It To Ya
26:29

XPO Logistics is one of the largest freight and logistics providers in the world. Following steady growth over the last 5 years, shares are down more than 50% from their October highs. Bill Barker, a portfolio manager a MFAM Funds, joins Industry Focus Host Nick Sciple to shed light on the company’s history, recent performance, and prospects for the future.

Stocks Mentioned: XPO, AMZN

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Feb 28, 2019
Healthcare: An Interview With Alexandria Real Estate Equities Executive Chairman Joel Marcus
27:44

Marcus explains why  America's most innovative life sciences companies call Alexandria's buildings home, how the biotechnology business is evolving, and what could be in store for his company next. 

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Feb 27, 2019
Consumer Goods: Stamps.com Changes Course and CVS Doubles Down On Health
23:42

Stamps.com (NASDAQ: STMP) shocked the investing world when it said that it would be dropping its relationship with the United States Postal Service. That’s part of a major shift in the company’s business model and Industry Focus: Consumer Goods host Shannon Jones and Fool.com contributor Dan Kline break down what this news means for investors. Later in the show they talk about CVS (NYSE: CVS) another company that’s shifting its business model.  

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Feb 26, 2019
Financials: Apple’s Upcoming Credit Card and a Major Fintech Acquisition
31:13

Apple (NASDAQ: AAPL) and Goldman Sachs (NYSE: GS) are teaming up to offer a new credit card product, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what we know so far. Plus, one of Moser’s favorite fintech stocks is being acquired at a hefty premium – should investors sell or hang on? As if that weren’t enough, Warren Buffett just released his annual letter to investors, and we’ll discuss the key takeaways. You’ll hear all of this and more in this week’s episode.

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Feb 25, 2019
Tech: Stealth Tech Stocks
16:08

What's in a tech stock? Today we explain why three companies that are firmly in other industries -- Domino's, Axon, and Proto Labs -- are really tech companies because of the way they operate.

Stocks: DPZ, AAXN, PRLB

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Feb 22, 2019
Energy: Welcome to the Brookfield Family (Part 2)
32:37

Part Two of our discussion of the Brookfield Asset Management family of companies. On this week’s episode, we take a look at Brookfield Infrastructure Partners and Brookfield Renewable Partners to see what opportunities they provide for investors.

Stocks Mentioned: BIP, BEP, TERP, NEE

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Feb 21, 2019
Healthcare: 3 Medical Device Monopolies
22:26

Some medical device companies hold such a strong competitive position in their industry that it isn't a stretch to call them a monopoly. In this week's episode, Motley Fool Contributor Brian Feroldi and Industry Focus host Shannon Jones discuss why Intuitive Surgical, Abiomed, and Novocure are three medical device monopolies hiding in plain sight.

Stocks Mentioned: ISRG, ABMD, NVCR

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Feb 20, 2019
CG: What’s Crackin’ @ Cracker Barrel?
37:47

Cracker Barrel Old Country Stores. Is it a restaurant, or is it a store? The Motley Fool’s Asit Sharma and Nick Sciple answer these questions and more in an in-depth discussion on the company and its investment opportunities.

Stocks Mentioned: CBRL, DNKN, BH

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Feb 19, 2019
Tech: SurveyMonkey Slides, Amazon Gets Mesh
18:20

Tech: SurveyMonkey Slides, Amazon Gets Mesh

Earnings from SaaS surveying company SurveyMonkey showed strong signs that the company's enterprise efforts are taking off.... but the stock sold off 15%. What gives? We talk about the report and explain why Amazon went out and bought Wifi Mesh company eero.

Stocks: SVMK, AMZN

Feb 15, 2019
Energy: Welcome to the Brookfield Family (Part 1)
34:50

Brookfield Asset Management is one of the largest asset managers in the world, with over $300 billion in assets under management. In this week’s episode, Motley Fool Contributor Matt Dillalo and Industry Focus host Nick Sciple give an overview of Brookfield Asset Management, as well as its publicly traded subsidiaries. Make sure to tune in next week for part two of our discussion.

 

Stocks Mentioned: BAM, BPY, BPR, BBU

 

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Feb 14, 2019
Healthcare: Frustrating Flops, Plus Welcome to the Wrinkle Wars
25:02

What Gilead Sciences and Sangamo Therapeutics disappointing data means to investors and why Allergan may face a formidable foe in up-and-comer Evolus. Stocks: GILD, SGMO, AGN, EOLS

Feb 13, 2019
CG: What Toys R Us Taught Us
25:02

CG: What Toys R Us Taught Us

Reports came out earlier this week that legacy retailer Toys R Us might be trying to stage a second act. We break down what went wrong for the retailer in the past, what to watch for in retail stocks, and one company that seems to have gotten it right.

Stocks: TJX, FIVE, LOW, HD

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Feb 12, 2019
Financials: The Biggest Bank M&A Deal Since The Financial Crisis
34:51

In this week’s episode of Industry Focus: Financials, we start with part two of host Jason Moser’s interview with Ameris Bancorp (NYSE: ABCB) CEO Dennis Zember. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into the merger of BB&T (NYSE: BBT) and SunTrust (NYSE: STI), which will create the sixth-largest U.S. bank when it is finalized later this year. Plus, you’ll hear listeners’ emails and Twitter questions and two stocks that are on our radar right now.

Feb 11, 2019
Tech: Discover Weekly - Spotify & Twitter
23:06

More big name tech earnings came out this week! On this episode we break down the new metrics Twitter is giving investors (and what they're taking away) and how Spotify managed to eek out its first ever operating profit.

Feb 08, 2019
Energy: Lawyers, Guns, and Cryptocurrency?
42:50

Although price volatility has dominated cryptocurrency headlines over the past year, the business and regulatory environment for cryptocurrency and related assets has continued to evolve. To better understand this changing cryptocurrency landscape, Industry Focus Host Nick Sciple sat down with Courtney Rogers Perrin and Joshua Lewis, attorneys practicing in the areas of blockchain, cryptocurrency, and financial technology at the firm of Frost Brown Todd in Nashville, Tennessee. In a wide-ranging discussion, Courtney, Joshua, and Nick examine the evolution of cryptocurrency and blockchain regulations, how governments are treating cryptocurrency in the US and abroad, how those actions might affect cryptocurrency adoption, the future of cryptocurrency, and more. We hope you'll enjoy their conversation

Feb 07, 2019
Healthcare: 4 Disruptive Healthcare Stocks You've Never Heard Of
24:25

Why game-changing medicines, a revolutionary new treatment for sleep apnea, and the chance to be the Amazon of genetics make these under-the-radar stocks intriguing up-and-comers. Stocks: NVTA, INSP, ALLO, MYOV

Feb 06, 2019
Consumer Goods: Beyond Meat is Ready for the Spotlight & SiriusXM is Serious About its Growth Plans
42:50

Beyond Meat is going public and while the company is pursuing a massive market opportunity it’s worth taking a look under the hood. And SiriusXM is joining forces with Pandora but is this deal going to be more Bababooey or Hit ‘Em With The Hein? On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool.com contributor Asit Sharma give listeners the must-know details about these stories, and also offer up a couple of earnings stories they’re watching in the coming week.

Feb 05, 2019
Financials: An Interview With Ameris Bancorp’s CEO and the War on Cash Rages On
32:57

In the latest installment of our Between Two Fools interview series, Industry Focus: Financials host Jason Moser sits down with Ameris Bancorp (NASDAQ: ABCB) CEO Dennis Zember for the first of an in-depth two-part conversation. Then, Moser and Fool.com contributor Matt Frankel, CFP discuss some of the latest efforts to encourage a cashless society, answer a few questions from our Twitter followers, and discuss the stocks they’re keeping their eyes on this week. It’s all on this week’s info-packed episode. 

Feb 04, 2019
Tech: Facebook Can't Be Stopped
32:22

It doesn't seem to matter what bad news comes Facebook's way, the company just keeps chugging along. Its recent results show that users and revenue keep growing -- we break down earnings and talk about where future growth might come from.

Oh, and Apple reported earnings this week too. We chat about their new financial reporting structure and what's going on in its services segment.

Stocks: AAPL, FB

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Feb 01, 2019
Energy: Defense Contractors, Government Shutdowns, and the Pentagon's Shopping List
42:12

Motley Fool Contributor Lou Whiteman and IF host Nick Sciple round up all the latest news surrounding the defense industry. With the government shutdown on pause until February 15, defense contractors have had to adjust, and their most recent guidance suggests more uncertainty to come. However, the US military needs significant investment in its nuclear arsenal and missile defense is needed to bring them up to date. We discuss these issues and more on today's episode.

 

Stocks Mentioned:LMT, RTN, GD, NOC, BA, HRS, HII

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Jan 31, 2019
Healthcare: 6 Biotech Stocks With Big News Coming
29:37

Biotech's biggest stories this year include trial data and FDA decisions for therapies targeting indications with a massive need for new treatment options, including blood disorders, genetic diseases, and Alzheimer's Disease. Here are six stocks that could pop or drop in 2019 based on these fast-approaching catalysts. Stocks: BIIB, BLUE, GBT, AIMT, DBVT, VRTX, SRPT

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Jan 30, 2019
Consumer Goods: Is Starbucks Ending its Days as a Growth Company?
29:23

Starbucks (NASDAQ: SBUX) had a very strong quarter largely because it improved its execution and used its digital tools to drive sales. That’s CEO Kevin Johnson’s doing but the coffee chain boss also has scaled back plans to launch 1,000 Reserve Stores and adding Reserve bars to 20% of stores to a small pilot program. On this episode of Industry Focus: Consumer Goods, host Shannon Jones is joined by Fool.com contributor Daniel Kline to look into the company’s results and its efforts to drive traffic to afternoons and evenings.

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Jan 29, 2019
Financials: A Big Win for Synchrony and Square’s Ecosystem Gets a Little Stronger
29:00

Synchrony Financial (NYSE: SYF) just got a big win, with two lingering issues resolved in the bank’s favor. And, Square (NYSE: SQ) recently rolled out yet another new product designed to strengthen its ecosystem even more. On this week’s episode of Industry Focus: Financials,  host Jason Moser and Fool.com contributor Matt Frankel, CFP, give listeners the must-know details about these stories, answer some great listener emails, recap big bank earnings, and more.

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Jan 28, 2019
Tech: The Qualcomm Quagmire
19:53

The modem company has been using a "no license, no chips" policy for the longest time to dominate the smartphone supplier market. But with the company battling the FTC, that power dynamic could swiftly change. If Qualcomm is forced to change its business model, how will that affect the company's financials?

Stocks: QCOM, AAPL

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Jan 25, 2019
Energy: The Future of Batteries
54:32

New and exciting trends like renewable energy, electric vehicles, and micromobility all depend on one thing: batteries. As these applications begin to scale, batteries are set to become an ever more important industry. Motley Fool analyst Tim Beyers joins the show to break down the current state of the battery market as well as some of the most interesting stocks available for investors to invest in the battery industry.

Stocks Mentioned:TSLA, PCRFY, TM, HMC, GM, ENS, ENPH, BYDDF, BRK-A, BRK-B

Stories Mentioned:[insert links to any content discussed specifically on the show: ex. Fool.com articles on the show topic, YouTube videos, outside content that was particularly valuable, etc.]

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Jan 24, 2019
Healthcare: 3 Low-Risk Ways To Invest In Biotech
30:20

Investing in the biotech sector is not for the faint of heart. But these 3 investing strategies could help investors generate outsized returns with lower volatility. Stocks: IBB, XBI, IQV, PRAH, SYNH, ICLR, WST, VEEV, RGEN

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Jan 23, 2019
CG: Will the Disney Magic Return in 2019?
39:33

Shares of Disney haven't done much for investors over the past few years. But could that be about to change? The House of Mouse has a bunch of potential blockbusters coming out in 2019 and its Disney+ streaming service should be available soon -- are these catalysts enough to get investors excited about Disney again?

Stocks: NFLX, DIS

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Jan 22, 2019
Financials: Junior Achievement is Shaping Financially Savvy Students for Generations to Come
28:56

It’s Martin Luther King Jr. Day which means the markets are off today. It also means that Industry Focus listeners get a very special installment of Between Two Fools for today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington!

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Jan 21, 2019
Tech: Netflix Earnings & Snap Departures
26:29

Netflix's latest earnings release had some awesome subscriber numbers, but investors seemed preoccupied with the company's slight miss on revenue. On today's show we talk about why that's a mistake, and try to sift through all the news about beat up tech stock Snap.

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Jan 18, 2019
Energy: What's Up With Autos?
42:14

With the North American International Auto Show in full swing, we've seen a flood of news around US automakers. Motley Fool Senior Auto Analyst John Rosevear to break down all the latest news surrounding Ford, GM, and the global auto market.

Stocks Mentioned:F, GM, TSLA, VWAGY, HMC

 

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Jan 17, 2019
Healthcare: The Big News That's Moving Marijuana Stocks Higher
31:55

Canopy Growth is the first cannabis company to take advantage of a new path to do business in the U.S. Also, Aurora Cannabis preliminary financials show investors just how significant Canada's recreational market is for the industry, and Cronos Group's recent tie-up with tobacco giant, Altria, puts it in an envy-inspiring position. Stocks: CGC, ACB, CRON, MO, STZ

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Jan 16, 2019
CG: Is It Time to Bet on Casino Stocks?
01:08:10

Casinos have attracted activist attention in recent weeks, with Carl Icahn and others taking stakes in major US operators. Motley Fool analysts Asit Sharma and Nick Sciple discuss the latest trends in the casino industry, from sports betting to Las Vegas and Macau, and how they might be affected by expected legislative action. Make sure to listen to the end to hear our picks for the NFL games this weekend!

Editor's note: In the podcast episode and accompanying transcript above, our podcast team should have clarified that Caesars Entertainment's CEO Mark Frissora has agreed to remain in his position through the end of April 2019 while the company completes a search for his successor. The agreement can be extended for one month at the company's option.

Stocks Mentioned:CZR, MGM, LVS, WYNN, PDPYPY, TSG, SGMS, SJMHF, GXYEF, MLCO

 

Stories Mentioned:

Find Asit on Twitter @asitmap to check out his write-up on Caesar's Failed Sale-Leaseback Accounting

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Jan 15, 2019
Financials: Fourth-Quarter Bank Earnings: What We're Watching
28:05

It's that time again. The big banks are all set to report their fourth quarter earnings this week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors should be keeping an eye on, whether it's crunch time for Wells Fargo's leadership team, and a legal question about the War on Cash. And, we'll start things off with a very specialBetween Two Fools interview.

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Jan 14, 2019
Tech: Stocks for a Shaky 2019
29:10

We tend to spend a lot of time talking about stocks with big growth stories and rich valuations to match. But with investors increasingly worried about market volatility, today we run through some solid defensive stocks for people looking to limit downside if the stock market turns south.


Stocks: VZ, ADBE, MSFT

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Jan 11, 2019
Energy: Revisiting our 2019 Roundtable and Mailbag
40:15

We return to our predictions from last week's episode to assess where we might have gone wrong in October and look forward to things to watch in 2019. Then, we go to the Industry Focus mailbag to answer your questions about renewable energy yieldcos, drones, solar energy, Kinder Morgan, 2019 stock picks, and a little non-stock discussion for those who listen to the end.

Stocks Mentioned:TERP, PEGI, NEE, BEP, VWDRY, AVAV, KMI, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

Utilities Speeding Up Coal Power Plant Closures (paywall)

Saudi Arabia's Latest Oil Production Cuts (paywall)

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Jan 10, 2019
Healthcare: 3 Biggest Stories At #JPM19 This Year
34:02

Bristol-Myers Squibb announced a mega-deal for biotech Goliath Celgene and Eli Lilly acquired precision-cancer drug developer Loxo Oncology for $8 billion at this year's J.P. Morgan Healthcare Conference. Also, Sage Therapeutics rolled out impressive data for a postpartum depression drug that caused its shares to skyrocket, too. 

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Jan 09, 2019
CG: These Companies Are Proof Positive That There’s More to Retail Than Just Amazon
32:20

Latin American ecommerce leader Mercadolibre continues to prosper and its burgeoning payments business offers investors another way to invest in the global payments space. Meanwhile the long-term tailwinds in home improvement are growing stronger and Home Depot and Lowe’s are poised for success. Host Jason Moser and Fool.com contributor Asit Sharma dive deeper into these topics and also answer a listener email all on this week’s _Industry Focus: Consumer Goods_ show. Stocks: MELI, HD, LOW, AMZN

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Jan 08, 2019
Financials: Square’s New CFO and Our Favorite Investing Books for 2019
27:07

Square (NYSE: SQ) recently hired a new CFO, eliminating the uncertainty that had been swirling since Sarah Friar stepped down in late 2018, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP give their takes on the news. Plus, we’ll share our favorite investing books for the new year and discuss a classic portfolio allocation debate. All this and more on this week’s episode.

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Jan 08, 2019
Tech: One Bad Apple?
20:25

Apple has had a rough week:

- CEO Tim Cook wrote a letter to shareholders walking back the company's previous quarterly guidance, erasing $7B in expected revenue.
- Netflix is making moves to try and claw back some of its subscription revenue from the iTunes store.
- iPhone 7 and 8 sales are being blocked in Germany.

With shares down big this week, should investors be worried about one of the world's largest tech companies?

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Jan 04, 2019
Energy Roundtable: Trends to Watch in 2019
30:53

Description:Motley Fool contributors Tyler Crowe, Jason Hall, and Matt Dillalo join host Nick Sciple for a roundtable discussion on trends to watch in energy for 2019. They break down whether oil can reach $100 in 2019, midstream players to watch as Permian takeaway constraints subside, opportunities in the liquefied natural gas (LNG), and things to watch in renewable energy in the coming year. This episode was pre-recorded on October 4, 2018.

Stocks Mentioned:BIP, BEP, KMI, PAA, OKE, PSXP, COP, RDS-A, RDS-B, TELL, LNG, NEXT, VSLR, RUN, TERP, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

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Jan 03, 2019
Healthcare: Top Performing Stocks of 2018 -- Can They Continue in 2019?
30:16

These healthcare stocks crushed the S&P 500's return last year, but that doesn't necessarily mean they'll be top performers in 2019 too. Stocks: TNDM, AMRN, ABMD, MRK

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Jan 02, 2019
Financials: Our Boldest Predictions for Investors in 2019
29:40

Here’s what we think could happen next year, and how it could affect investors. None of us has a crystal ball that allows us to predict what the economy and stock market will do, but it’s still fun to make predictions. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP and host Jason Moser discuss some of their boldest predictions for 2019 and what they could mean for investors. From the Fed’s interest rate moves to tech giants potentially acquiring some of our fintech favorites, there’s a lot that could happen, and we’ve got you covered.

Dec 31, 2018
Bonus: 2018 All Hands Roundtable Pt 3
37:03

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang talks about stocks to watch in 2019, makes a few reckless predictions, and closes out the conversation with their resolutions for the upcoming year.

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Dec 28, 2018
Bonus: 2018 All Hands Roundtable Pt 2
37:18

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down some cautionary tales from 2018, some stories investors might have missed, and the best turnarounds from the past year.

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Dec 27, 2018
Bonus: 2018 All Hands Roundtable Pt 1
32:11

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down what defined 2018 in each sector, the best debuts of 2018, and the leaders that shined in the past year.

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Dec 26, 2018
Tech: What's Got Video Game Stocks Down?
25:02

2018 hasn't exactly been a banner year for the stock market, but it's been particularly rough for video game publishers like Electronic Arts and Activision Blizzard -- both stocks are down 25% year-to-date. On this episode we explain why these stocks have fallen so much and why 2019 could be kinder to them.

Stocks: EA, ATVI, TTWO

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Dec 21, 2018
Energy: (Almost) Everything You Need to Know About Investing in Solar Energy
01:00:23

Motley Fool analysts Jason Hall and Nick Sciple break down the recent news in the oil market coming out of OPEC and break down the important industries and trends affecting solar energy today.

Stocks Mentioned:TSLA, FSLR, HQCL, JKS, CSIQ, SPWR, SEDG, ENPH, NEP, BEP, PEGI, TERP

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

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Dec 20, 2018
Healthcare: China’s Biotech Revolution
36:03

China’s biotech industry is booming. Driven by vast government funding and Western partnerships, the country is introducing new commercial drugs at a faster pace than ever before. But could controversial topics such as human genetic engineering derail its accelerated growth? Shannon Jones and special guest Simon Erickson put this fast-growing field under the microscope, and they share their thoughts about Celgene (Nasdaq: CELG), BeiGene (Nasdaq: BGNE), and Legend Biotech.

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Dec 19, 2018
CG: Will Tariffs Kill iRobot’s Momentum in 2019?
22:07

While a new slate of Roomba offerings drives accelerating top and bottom line growth for the company, rising tariffs on iRobot’s China-made vacuums have investors worried about near-term profitability and sales. We break down the latest results and outlook for the world’s leading consumer robot company. Stock: IRBT

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Dec 18, 2018
Financials: Robinhood’s New Bank Accounts, Retirement Security, and a Fintech Insider Gives His Insight
41:38

Is a 3% yield on savings too good to be true, and what can people do if their retirement savings aren’t quite on track? In this episode of Industry Focus: Financials, Rubicoin’s head analyst Rory Carron sits down with host Jason Moser to talk about the present and future of fintech. Plus, Moser and Fool.com contributor Matt Frankel, CFP discuss Robinhood’s recently-announced bank accounts and Frankel dives into some disturbing results from a poll on retirement readiness. And finally, hear which three stocks Moser and Frankel have their eyes on right now.

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Dec 17, 2018
Tech: Hot Holiday Gifts... and Stocks?
25:07

We're looking at wish lists to see what companies might be in the headlines this holiday season and how those products fit into the big picture strategy for each business.

- How does the Nintendo Switch play into the video game giant's empire?
- Does Red Dead Redemption mean Take Two is back on track?
- And seriously, what is Amazon trying to do with all these Alexa devices?

Stocks: NTDOY, AMZN, TTWO

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Dec 14, 2018
Energy: Logistics Redux
31:48

In a follow up to our previous trucking episode, we break down how logistics infrastructures are doing so far this holiday season and discuss how retailers are responding to increased logistical demands in a tight market. In addition, we discuss how key changes in tariffs and at the USPS will impact logistics.

Stocks Mentioned:WMT, TGT, AMZN, UPS, FDX, ADBE

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Dec 13, 2018
Healthcare: Top 10 Stories of 2018
39:13

New drugs, trial failures, M&A, and a little bit of everything else that happened in healthcare in 2018!

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Dec 12, 2018
CG: Are Coffee and Soda the Right Pairing for Keurig Dr. Pepper?
22:32

A few months since closing its merger, Keurig Dr. Pepper reported its first quarter of results for the combined entity. The union of Keurig Green Mountain and Dr. Pepper Snapple created a company with $11 billion of annual revenue and a portfolio of 125 brands. How are things shaping up for the No. 3 beverage company? Tune in to find out. Stock: KDP

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Dec 11, 2018
Financials: The Volatile Stock Market and a new Approach at Teaching Students to Invest
38:38

When will the stock market volatility end, and what do investors need to know about it? In the latest edition of the Industry Focus: Financials “Between Two Fools” interview series, Wofford Finance Professor Philip Swicegood discusses his unique approach to teaching college students about investing. And, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the recent stock market volatility, what it means for long-term investors, and what stocks in particular they have their eyes on right now. You’ll hear all this and more in this week’s episode.

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Dec 10, 2018
Tech: Lyft IPO and IDC Data
28:34

Investors are finally getting a glimpse of a potential Lyft IPO in 2019. Unfortunately the company submitted a "confidential filing" meaning we still have to wait for details. We run through what we know about Lyft and its biggest competitor, Uber. We also hit the most recent market data for wearables and VR/AR.

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Dec 07, 2018
Energy: An Introduction to Micromobility
40:16

With electric scooters and bikes beginning to line the streets of major cities across the country, micromobility has emerged as the newest trend in transportation. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the trend, the major competitors, and the opportunities and risks present in the space today.

Stocks Mentioned:GM, F, XIACY

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Dec 06, 2018
Healthcare: 3 Top #ASH18 Updates
27:51

This year's American Society of Hematology (ASH) is a wrap. Here are 3 biotech stocks that delivered market-moving news at the high-profile conference. Stocks: $CELG $REGN $GBT

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Dec 05, 2018
CG: Revisiting the “Death of Cable”
29:38

Third quarter numbers for the cable industry seem to paint a worsening picture for traditional pay-TV, but does a service still present in over 80 million homes across the country qualify as “dying”? We look at the latest results for players across the industry to identify the trends and companies you should be watching (no pun intended).

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Dec 04, 2018
Financials: Another Data Breach, the Dark Side of Cryptocurrencies, and One Big Retirement Mistake
28:46

Hotel giant Marriott (NYSE: MAR) just announced a massive data breach, and consumers can take some steps to ensure their personal information remains safe. Plus, two celebrities are in hot water with the SEC after helping to promote some initial coin offerings, or ICOs, without disclosing they were being paid. And finally, a new study found that the majority of young Americans have tapped into their retirement savings early – and often for the wrong reason. Host Jason Moser and Fool.com contributor Matt Frankel, CFP talk about all of this and more on this week’s episode of Industry Focus: Financials.

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Dec 03, 2018
Tech: Microsoft vs. Apple
19:27

Recently Microsoft has been challenging the Mac maker for the crown of the largest publicly traded company. We talk about how the companies got to where they are, which one looks like a safer bet over the next few years, and hit some expansion news from Spotify too!

Stocks: MSFT, AAPL, SPOT

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Nov 30, 2018
Energy: Are Solar Panels a Good Investment?
23:31

With more focus than ever being placed on sustainability, many people are considering whether solar panels are a good choice for their home. We discuss how homeowners can take advantage of federal tax credits for residential solar, the process of getting solar installed on your home, and tips and tricks for how to get the best deal on your solar installation. In addition, we break down how to figure out whether residential solar is right for your home. For more information on residential solar, check out Brian's article here.

Stocks Mentioned: TSLA, NGG

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Nov 29, 2018
Healthcare: Beaten Up Bargains to Buy
35:48

The stock market's November swoon could make it time to buy these top healthcare stocks. Here's how Insulet's disrupting diabetes treatment,  Wellcare Health's benefiting from aging America,  HCP's capitalizing on demand for life sciences real estate, and Celgene's side-stepping risk to its best selling drug.  Stocks: PODD, WCG, HCP, CELG

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Nov 28, 2018
CG: Keeping It Cool With Yeti
29:15

After two years of sitting in IPO limbo, the premium cooler and drinkware company finally made its market debut in late October. Yeti has fought to restore its momentum after a rough 2017, but will the company’s industry-leading brand be enough to power its expansion into new markets at home and abroad? Stock: YETI

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Nov 27, 2018
Financials: Small-Cap Banks, Amazon Pay, and More
36:10

We spend a lot of time covering the big banks, so here's a closer look at four small-cap bank stocks that probably aren't on your radar -- yet. Plus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss Amazon Pay and what it could mean to some of our War on Cash favorites. Plus, the team answers listener emails on REITs, bank interest margins, dividends and buybacks, and more. It's all on this week's episode of Industry Focus: Financials.

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Nov 26, 2018
Bonus: "Make the Best Decisions You Can and Love People Well"
39:42

Fool HQ got a treat recently. Kyle Pounders, friend of the pod and owner of the food truck Excaliburger, came by to serve up burgers to the office. While he was in town, we got him into the studio to catch up on what he's been up to. Since we first met him at SXSW, Kyle has been traveling the country with his truck, but recently he's gone from touring to targeted trips to areas hit by natural disasters and he's tweaking his business model to try and be able to give more. His story seemed like the perfect one to share at a time when we're all trying to be mindful, thankful, and charitable.

If you missed our first episode on Kyle, you can check it out here:

https://www.fool.com/podcasts/industry-focus/2018-03-31-bonus-the-sword-in-the-bun/

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Or, reach us by email @ IndustryFocus@fool.com

Nov 23, 2018
CG: Carvana -- 5 Years of Triple-Digit Growth and Counting
29:10

Shopping for a new ride? No one wants to deal with the sleazy used car salesman. Carvana knows that, and the company is looking to change how consumers go car shopping with a refined online experience. We dig into this fast-growing e-commerce stock that has already tripled since its 2017 IPO. Stock: CVNA

 Check out more of our content here:

Or, reach us by email @ IndustryFocus@fool.com

Nov 20, 2018
Financials: Real Estate, Buffett’s Bank Stock Buying Spree, and An Update on the War on Cash Basket
37:09

Do you invest in real estate? In this episode of Industry Focus: Financials, host Jason Moser sits down with the Fool’s own Matt Argersinger to talk about why this asset class can be a smart addition to investors’ portfolios. Plus, Fool.com contributor Matt Frankel, CFP sheds some light on the flurry of bank stock buying we’re seeing from Warren Buffett-led Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B). Finally, it’s been a rocky month or so for our “War on Cash” basket of stocks, but that doesn’t mean there’s anything wrong with these companies business-wise.

Check out more of our content here:

Or, reach us by email @ IndustryFocus@fool.com

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Nov 19, 2018
Tech: Is Docusign a Buy?
27:07

Pen and paper is the way of the past. Docusign is trying to bring contracts into the 21st century with digital signatures and document management. Early indications are that the company is onto something, but should the stock be on your watchlist?

Stocks: DOCU, UPWK

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Or, reach us by email @ IndustryFocus@fool.com

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Nov 16, 2018
Energy: Floating the Midstream
32:47

On today's episode, we discuss midstream pipeline companies and the opportunities they present for investors. In addition, we discuss how the fires blazing through California are affecting the state's largest utility

Stocks Mentioned: PCG, CEQP, CHK, RDS-A, RDS-B, SHLX, WMB, BIP, ENB, PAA, MMP

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Or, reach us by email @ IndustryFocus@fool.com

 

Nov 15, 2018
Healthcare: Let's Talk Telemedicine!
39:26

Here's how telehealth companies like Teladoc are disrupting patient diagnosis and treatment; why insurers are all-in on telemedicine; and what could be next for this fast-growing industry. Stocks: TDOC, RDNT, CI, ANTM

Check out more of our content here:

Or, reach us by email @ IndustryFocus@fool.com

Nov 14, 2018
CG: Feeling Panicked? Try Out These Consumer Staples
32:17

As volatility and uncertainty roil the markets, many investors are ready to hit the sell button. But before you make an expensive mistake, consider the stability offered by gold standard names in the consumer staples sector. These businesses can cushion and diversify your portfolio in even the worst bear markets. Stocks: XLP, PG, MCD, TJX, WMT

Thanks to LinkedIn for supporting The Motley Fool. Go to www.linkedin.com/fool and get $50 off your first job post.

Nov 13, 2018
Financials: Cryptocurrencies, Square Earnings, and The Motley Fool’s New Personal Finance Brand
35:09

Are cryptocurrencies still compelling long-term investments? In this episode of Industry Focus: Financials, host Jason Moser interviews The Motley Fool’s cryptocurrency expert Aaron Bush to find out the answer. Plus, Moser and Fool.com contributor Matt Frankel, CFP discuss earnings from fintech favorite Square (NYSE: SQ), The Motley Fool’s new personal finance brand The Ascent, as well as two stocks that are on their radar this week.

Nov 12, 2018
Tech: Chinese Stocks Are Down Big, Are Any of Them Buys?
28:31

The market has not been kind to Chinese tech stocks Alibaba, Baidu, Tencent, and iQiyi in 2018. With trade war threats and local regulations eating into investor optimism, could this be a good time to scoop up shares of these beaten up companies?

Stocks: IQ, TCEHY, BABA, BIDU

Nov 09, 2018
Energy: Space... The Final Frontier
22:56

With Motley Fool's annual Foolapalooza gathering this week, we go to the Industry Focus Vault to bring back this episode. Michael Douglass and Fool.com Contributor Lou Whiteman discuss investment opportunities in the commercial space and defense industrie

Nov 08, 2018
Healthcare: Alkermes Super-Bad Day, and Illumina's Surprising M&A News
26:35

Why Alkermes once-promising depression drug failed to impress the FDA's advisory committee. Plus, how a $1.2 billion acquisition of Pacific Biosciences could move the needle at Illumina. Stocks: ALKS, ILMN, PACB

Nov 07, 2018
CG: Going LOCO with Under Armour and Starbucks
29:18

Earnings season is here, and we’re digging into three reports from the past week. First, we look at the bullish market response to results from Under Armour and Starbucks as their businesses pick up momentum heading into the holiday season. Then, we turn our attention to El Pollo Loco, the California-based fast casual restaurant chain, and its own recovery effort.

 

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Nov 06, 2018
Financials: Earnings, Wage Growth, IRA Changes, and More
29:24

It was yet another big week for earnings, and the IRS announced a big change for retirement savers.

Intro: We’re now a few weeks into earnings season, and some of our favorite financials stocks just reported their latest results. Plus, wages are growing faster than they have in years and Americans can look forward to saving a little more for retirement in 2019. In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss all of this news and more.

Nov 05, 2018
Tech: Apple, Fitbit, Spotify, Oh My!
20:42

Earnings season never disappoints. Apple posted seemingly strong results, but the market was disappointed in changes to its reporting and guidance. Ditto for Spotify, who made some changes to its expected subscriber counts for 2018 and sold off after its report. But Fitbit made a statement with the success of its smartwatch segment and shares are up over 30%.

Should Apple and Spotify investors be worried? And Does Fitbit belong on your watch list?

Stocks: AAPL, SPOT, FIT

Nov 02, 2018
Energy: Are These Stocks Tricks or Treats?
29:36

With the recent market volatility, many stocks have fallen near 52-week lows. We discuss several of these stocks to determine whether they are a “Trick” or a “Treat” for your portfolio, and break down whether the market’s recent swoon should have you spooked.

Nov 01, 2018
Healthcare: Scary Markets, Frightening Stocks, And How To Keep from Panicking
32:54

October's stock market correction was frightful, and some stocks have been particularly ghoulish performers this year, but fear not dear listeners, because we've got some advice that can help you keep your head in terrifying times.

Oct 31, 2018
CG: GrubHub Falls Victim to October Sell-Off
30:51

Shares of GrubHub are down 40% even as the company recorded impressive top line growth of 52% in the third quarter. We take a big picture look at the recent market volatility before digging into the opposing forces at play for the leading restaurant delivery platform.

Thanks to Netsuite for supporting the show. Get the FREE guide -- “Crushing the Five Barriers to Growth” -- at NetSuite.com/FOOL.

Oct 30, 2018
Financials: Big News From The Money 20/20 Conference
32:08

It was a big week in the financial industry, as the massive Money 20/20 conference in Las Vegas produced some big announcements. Goldman Sachs’ (NYSE: GS) Marcus division announced that it plans to offer investment management solutions for everyday Americans, Amazon (NASDAQ: AMZN) and American Express (NYSE: AXP) announced a major partnership, and more. In this episode ofIndustry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss the week’s news, some recent earnings, and what stocks are on their radar right now.

Oct 29, 2018
Tech: What's UpWork?
26:12

The largest freelance marketplace in the world went public earlier this month and Wall Street seemed eager to get its hands on shares of the company. Should investors also want in? In this episode, we break down:

- How Upwork makes money
- Why the gig economy is a huge driver for the stock
- Whether or not we're interested in buying shares

Stocks: UPWK, TWLO

Oct 26, 2018
Energy: Release the Bakken
21:25

The advent of horizontal fracturing has made the Bakken Shale play in North Dakota one of the most productive oilfields in the world. We break down how the Bakken got to where it is today, investment opportunities available in the Bakken, and the future of the play in the larger context of US fracking.

 

Stocks Mentioned: ETP, KMI, OKE, CLR, HES, MRO, EOG, COP

Oct 25, 2018
Healthcare: Silicon Valley's Big Bet in Healthcare
31:39

Could cancer diagnostics really be the next biggest thing in healthcare? Special guest Simon Erickson dives into this burgeoning field and shares the top stocks every investor should keep an eye on. Tickers: ILMN, RHHBY, GH

Oct 25, 2018
CG: Will Sears Holdings Survive 2018?
28:28

After more than a decade of declining revenue and mounting losses, Sears Holdings filed for bankruptcy protection in October. While Chairman and major shareholder Edward Lampert hopes to salvage 400 of the company’s best stores, the fate of this nearly 130-year-old American brand is anything but certain. We look at what lies ahead for Sears and how major competitors might benefit from its absence.

Oct 23, 2018
Financials: This Week's Bank Earnings: What Investors Need to Know
27:12

We're now well into earnings season, and while we heard from the big banks earlier on, there have been several other interesting earnings reports over the past week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel give listeners a rundown of earnings from PayPal (NASDAQ: PYPL), American Express (NYSE: AXP), Travelers (NYSE: TRV), Ameris Bancorp (NASDAQ: ABCB), and Synchrony Financial (NYSE: SYF). Plus, there's a new FICO scoring model coming soon, and several other key bank earnings in the week ahead.

Oct 22, 2018
Tech: Snap Wants to Be Profitable, Zuckerberg Wants to Stay Chairman
25:10

We've missed some major market news while we've covered some new tech issuances. Today we catch up, talking about:
- Snap CEO Evan Spiegel is pushing the company to be profitable in the face of concerns over its cash burn.
- Institutional investors waging a war against Facebook's founder and CEO Mark Zuckerberg.
- Google's extended dance with the European Commission over Android.

Stocks: SNAP, FB, GOOG, GOOGL

Thanks Netsuite for supporting the show. Get their FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/Fool.

Oct 19, 2018
Energy: America Needs Truckers
27:17

Although the industry is rarely discussed, there’s a 99% chance that almost everything you own spent at least some time on a truck. We discuss how a looming shortage of truck drivers will impact businesses from the energy sector to retail already absorbing the aftermath of tariffs.


Stocks Discussed: TGT, WMT, UPS, AMZN

Oct 18, 2018
HL: Healthcare: Earnings Season Starts With a Bang!
32:18

Promo: UnitedHealth Group and Johnson & Johnson kicked off earnings season by beating industry-watchers' estimates. Can their winning ways continue? Also, how Genfit hopes to outmaneuver bigger competitors in what could be a $35 billion market. Symbols: UNH, JNJ, GNFT, GNFTF, GILD, ICPT

Oct 17, 2018
CG: How Nintendo Is Switch-ing It Up in 2018
30:00

After an eight-year streak of declining sales and underperformance, Nintendo wowed gamers and investors last year with the release of its Switch console. Since then, the company has grown its top and bottom lines at a triple-digit rate. We break down this Switch-fueled growth before taking a look at other long-term opportunities management envisions for Nintendo’s library of beloved characters and titles.

Oct 16, 2018
Financials: Third-Quarter Bank Earnings, Subprime Mortgages, and The War on Cash Continues
30:25

The big U.S. banks kicked off third-quarter earnings season, and the results are pretty strong. Plus, Wells Fargo (NYSE: WFC) reported some much-needed good news.

Elsewhere in the financials sector, it looks like zero-down subprime mortgages could be making a comeback, Paypal is taking a big step towards monetizing its popular Venmo app, and Square’s CFO departure is putting tremendous pressure on the stock. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss all of these news items and more.

Oct 15, 2018
Tech: Tencent Music's $25B IPO
17:28

One of the biggest tech IPOs is on hold... for now. But investors shouldn't have to wait too long to see shares of Tencent hit the market, so on this episode, we break down China's streaming music giant: how it makes money, how it is similar (and different) than Spotify, and why we think the stock could be a winner.

Stocks: TCEHY, SPOT

Thanks to LinkedIn for supporting Motley Fool. Go to https://www.linkedin.com/fool and get a $50 off your first job post.

Oct 12, 2018
Energy: The Tesla Fatigue Podcast
34:50

With Tesla dominating news coverage in the EV industry, other players in the EV space have been starved of attention. We discuss the EV prospects of non-Tesla automakers to highlight the opportunities that these businesses present for investors.  

 

Stocks Discussed: GM, TTM, DDAIF, AUDVF, NIO, GOOG, GOOGL, TSLA

Oct 11, 2018
Healthcare: Marijuana Market Roundtable -- What It Is, How Big Could It Be, And Top Stocks To Buy Now
33:12

Our Motley Fool's discuss all things marijuana! Find out what excites them most, what keeps them up at night, and what stocks are their favorites. 

Oct 10, 2018
CG: Surprise, Surprise, Target Defies Expectations in 2018
28:14

As one of the best-performing stocks in the S&P 500 so far this year, Target has shown investors how a patient, holistic approach to a turnaround can deliver impressive results. We discuss some of the major investments the company has made in e-commerce, private labels, and more.

Oct 09, 2018
Financials: Rising Rates, Bank De-Regulation, and More: This Week In The Financial Sector
32:13

There’s been a lot of news this week that could potentially affect your financial-sector investments, as well as your future investment opportunities. Interest rates are on the rise, the Federal Reserve could be considering further easing of bank regulations, and two popular fintech giants are making big moves. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the week’s headlines and what investors need to know.

Oct 08, 2018
Tech: Surveying SurveyMonkey
16:14

The tech-boom era survey company SurveyMonkey has finally IPO'd after 19 years as a private company. Can the older tech company cut it on the public markets? We run through the company's user base, explore its financials, and explain whether we're interested in buying shares.

Stocks: SVMK, GOOG, GOOGL, DBX

Slack: Where work happens. Go to slack.com to learn more.

Oct 05, 2018
Energy: Are Offshore Drillers Poised for a Turnaround?
34:16

After several punishing years for the sector, offshore oil looks like it may be ready to bounce back. We give a primer on the sector and discuss the prospects and positioning of some of the industry’s largest players.

 

Stocks Discussed: RIG, ESV, DO, SDRL, NBL

Oct 04, 2018
Healthcare: Are These Beaten-Down Clinical-Stage Biotechs Buys?
31:01

Geron shares tumbled after J&J jilted them and Omeros  shares fell sharply following a clinical-trial update. Should you avoid these stocks, or are they bargain bin stocks worth buying? GERN OMER INCY

Oct 03, 2018
CG: Are Sonos Investors Already in Trouble?
27:53

After making its market debut in August, Sonos stock saw gains of as much as 40% before a mixed earnings report and news from Amazon sent shares tumbling. We break down the quarterly results before considering how new, competing devices might change the long-term outlook and earnings potential for Sonos.

 

Thanks Netsuite. Get the FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/FOOL.

Oct 02, 2018
Financials: This Week's Top News From the Financial Sector
34:04

Here's what investors need to know about the latest interest rate increase, predictions of a major recession, and more.

Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at several news stories that all investors should pay attention to. You'll hear about:

  • The latest Federal Reserve rate hike and what it means for bank stocks.
  • Venmo has surpassed ATMs in terms of transaction volume.
  • How reliable are corporate projections from an investor's perspective?
  • Projections of how bad the next recession will be, what could cause it, and how to prepare.
  • Whether Visa Checkout and MasterPass are serious threats to PayPal or not.
  • Our latest stocks to watch.
Oct 01, 2018
Tech: Sirius and Pandora Finally Get Together
21:32

Tech: Sirius and Pandora Finally Get Together

After years of will-they/won't-they, the two media companies have finally decided to make a deal. What does the acquisition look like, and why is Sirius interesting in the struggling online radio company? We tackle that, and the recent departures of Instagram's co-founders from Facebook.

Stocks: P, SIRI, AAPL, SPOT, FB

Sep 28, 2018
Energy: A Tariffs Overview
26:28

With the latest rounds of US-China tariffs this week, nearly 100% of US-China trade is set to be under tariff. We break down the substance of the new tariffs, the strategies behind them, and how they will affect businesses and industries across the stock market.

                       

Stocks: WMT, TGT, GM, F, BMWYY, NUE, MKC, WHR, AAPL,

Sep 27, 2018
Healthcare: 2 Hot Biotech Stocks On Our Radar
35:15

How Regenxbio is capitalizing on the emerging gene therapy trend and why Neurocrine Biosciences is on the cusp of making the jump to profitability. Also, how Amarin may revolutionize how doctors treat heart disease. Stocks: RGNX, NVS, NBIX, ABBV, AMRN.

Sep 26, 2018
CG: A Progress Report for Hudson, GoPro, and P&G
35:12

In the past year, we’ve talked about the bleak outlook for action camera specialist GoPro, a proxy battle at Procter & Gamble, and the unique brick-and-mortar operation at Hudson Ltd. Today, we’re revisiting each of these companies to see what they’ve been up to and what lies ahead for investors. Stocks: HUD, PG, GPRO

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Sep 25, 2018
Financials: The Future of Banking: The Trends Investors Need to Know
34:04

Banking has evolved rapidly over the past decade or so, and this could just be the tip of the iceberg. Companies like Amazon.com (NASDAQ: AMZN) and Square (NYSE: SQ) could threaten the big banks’ dominance in some key areas, and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss some of the key trends, news stories, and future catalysts in the financials sector that investors should pay close attention to.

Sep 24, 2018
Healthcare: After Torching Shorts This Week, Is Tilray a Buy, Hold, or Sell?
22:46

Marijuana mania caused a significant pop and drop in Tilray shares this week, including a nearly doubling at one point on Thursday.  Are we witnessing one of the biggest investing opportunities of our generation, or is this marijuana mayhem?

Sep 22, 2018
Tech: The New Device Bonanza
29:35

Apple and Amazon have some hot devices about to hit shelves -- some we expected... some we didn't. We walk through what the new iPhones and Apple Watches mean for Apple and what the new Echo devices and Alexa functionality means for Amazon, and how they work the overall strategy for each company.

Stocks: AMZN, AAPL, SONO

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Sep 21, 2018
Energy: A Turning Point for Oil Servicers?
32:19

We continue down the oil supply chain to discuss oilfield servicers. We break down the current state of the industry, assessing whether it is set to bounce back after a few troubled years for the industry, and discuss two of the largest companies in the space.

 

Stocks: HAL, SLB

Sep 20, 2018
Healthcare: How Biopharmas Battle for Billions
27:29

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Sep 19, 2018
CG: Box Offices Chase the Subscription Business Model
30:08

We look at the highest grossing films and studios of 2018 before turning our attention to upstart ticketing service, MoviePass. While this first mover is struggling, the whole industry is quickly following in its footsteps. Stocks: DIS, HMNY, AMC, CNK

 

Thanks to Molekule for supporting our show. Get $75 off your first order at http://www.molekule.com, code “fool”.

Sep 18, 2018
Financials: Hurricane Florence: What Investors Need to Know
20:18

Hurricane Florence tore through the Carolinas this weekend, leaving billions of dollars of damage in its wake. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss how listeners can prepare, from both a personal finance and investment perspective.

Sep 17, 2018
Tech: Sector Shake-up
13:52

There's a big change a-coming. Tech stalwarts like Netflix, Facebook, and Alphabet are being recategorized by S&P and MSCI's Global Industry Classification Standard (GICS). We talk about why this is particularly important for the fund and ETF world, and what individual investors need to know.

Stocks: FB, DIS, NFLX, GOOG, GOOGL, VZ, T

Sep 14, 2018
Energy: Breaking Down the Frack Sand Industry
39:43

With the explosion of fracking across the United States, demand for fracking-related services is skyrocketing. We discuss the fracking sand industry, its role in the fracking process, and break down some of the biggest companies in the space.

 

Tickers Discussed: HCLP, SLCA

Sep 13, 2018
Healthcare: What I've Learned About Investing in Stocks
24:41

In her swan song episode, Kristine shares lessons she's learned about investing while hosting the healthcare show. VEEV ISRG ILMN TDOC  

Sep 12, 2018
CG: The Undisputed King of Live Entertainment
24:22

With events and artists from all over the world, Live Nation has established a firm grip on the live events industry by bringing talent management, venue operations, and a ticketing platform all under the same roof. We take a look at the company’s sprawling empire, including the regulatory attention it has attracted. Stocks: LYV, MSG

Sep 11, 2018
Financials: The 3 Best-Performing Financials Stocks of 2018 (So Far)
24:24

The leaders of large-cap financials have been a data company, a subprime lender, and a unique banking institution.

Intro: The financials sector hasn’t been a great performer so far in 2018, underperforming the S&P 500 by more than six percentage points. However, there are some stocks in the sector that have done extraordinarily well. Here’s why Morningstar (NASDAQ: MORN), Credit Acceptance Corp. (NASDAQ: CACC), and SVB Financial Group (NASDAQ: SIVB) have all risen by more than 35% so far this year.

Sep 10, 2018
Tech: Semiconductor Stocks
16:02

We tackle one of the more technical tech spaces -- semiconductors -- and do a runthrough of what the industry looks like, how trends like AI, driverless cars, and gaming are boosting demand, and who the major players are.

Stocks: NVDA, INTC, AMD

Sep 07, 2018
Energy: How to Invest in the Home Sector
35:26

Real estate is, to put it mildly, a BIG part of the US economy. In this episode, we cover some of the major ways to invest in companies providing services to homeowners -- from homebuilding to maintenance. Major tickers: NVR, LGIH, MTH, HD, LOW, TTS, LL, TREX

Sep 06, 2018
Healthcare: MannKind's Back from the Brink
27:32

A new cash lifeline from United Therapeutics buys the diabetes drugmaker more time to increase sales of its inhaled insulin. Also, make-or-break news is fast approaching for cardiovascular drugmaker, Amarin. MNKD, UTHR, AMRN

Sep 05, 2018
CG: Coca-Cola Wants a Piece of This $570 Billion Market
25:42

On Aug. 31, Coca-Cola announced that it would acquire Costa, a coffee business with thousands of retail storefronts and vending machines stretching from the U.K. to China. Combined with Coke’s industry-leading scale and distribution, the $5.1 billion buyout will help the company tap into the growing coffee industry. Stocks: KO

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Sep 04, 2018
Financials: Venmo, Zelle, and Square Cash: How They Work and How They Make Money
26:48

Here’s a look at the three leading person-to-person payment apps and where they could be heading in the future.Person-to-person (P2P) payments have surged in popularity in recent years, and three leaders have emerged – PayPal’s (NASDAQ: PYPL) Venmo, Zelle, and Square’s (NYSE: SQ) cash app. In this episode of Industry Focus: Financials, host Shannon Jones and Fool.com contributor Matt Frankel discuss the three industry leaders and how their surge in popularity could translate into big profits in the future.

Sep 03, 2018
Tech: Amazon's Next Big Moneymaker
21:34

AWS is so last year. Today, we talk about how ads are going to push Amazon even further into profitability, and how that could spell trouble for Alphabet's Google and Facebook.

Stocks: AMZN, FB, GOOG, GOOGL, ROKU.

For $75 off your first order, visit M-O-L-E-K-U-L-E-dot-com and enter the promo code fool.
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Aug 31, 2018
Energy: Tesla's Rollercoaster Ride
23:08

Tesla has been on a wild ride for the past month after CEO Elon Musk discussed potentially taking the company private -- and then ultimately opted not to. We tell the story and dive into the details to help you better understand where the company stands today. (Primary ticker discussed: TSLA)

Aug 30, 2018
HL: Healthcare: Time to Buy 3D Printing Stocks Again?
19:44

Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?

Aug 29, 2018
CG: Eventbrite Will Be the Next Unicorn IPO of 2018
26:01

After 12 years and over $10 billion of ticket sales through its platform, Eventbrite is preparing for its public market debut. By targeting “middle market” events, the company has put up fantastic growth with the latest figure for 2018 coming in at over 60% on the top line. We break down this live event business model and bull/bear prospects for the company. Stocks: EB

Aug 28, 2018
Financials: 5 of the Most Pervasive Money Myths – Debunked!
22:37

We're revisiting common money myths involving topics ranging from investing in stocks to using credit cards.

Aug 27, 2018
Tech: Casey at the BAT
18:26

American big tech stocks have had a pretty good 2018, why have China's big names struggled? We bring on The Motley Fool's investing intern Troy Springer to talk about Alibaba, Baidu, and Tencent's woes, and why now might be a good time to scoop up the stocks.
Stocks: BABA, BIDU, TCHEY


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Aug 24, 2018
Energy: What's the Story on Ford's 6% Dividend?
27:01

Industry Focus welcomes auto specialist John Rosevear back to the show to talk about his most recent interview with Ford CFO Bob Shanks, the sustainability of Ford's dividend after its most recent earnings disappointment, and a roundup of other auto news. Stocks discussed: F, TSLA, GM

Aug 23, 2018
Healthcare: 3 Hidden Gems
25:27

Large-cap healthcare stocks tend to grab all of the headlines, but there are scores of great small-cap companies out there that hold big upside potential. On this week's edition of Industry Focus: Healthcare, host Kristine Harjes talks with Fool.com contributor Brian Feroldi about three little-known companies that are growing quickly and show no signs of slowing down: LaMaitre Vascular (NASDAQ:LMAT),HealthEquity (NASDAQ:HQY), and Novocure (NASDAQ:NVCR).  

Aug 22, 2018