Industry Focus: Recent Episodes
Industry Focus
Healthcare, technology, energy, consumer goods, and more. If you're looking for deeper insights on today’s top industries then this podcast is for you.
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
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.
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.
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.
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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.
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
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
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
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.
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.
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
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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
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
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.
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.
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.
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
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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
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.
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.
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.
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
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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
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
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.
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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.
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
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,
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.
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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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.
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?
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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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
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.
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
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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.
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
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
In her swan song episode, Kristine shares lessons she's learned about investing while hosting the healthcare show. VEEV ISRG ILMN TDOC
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
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.
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
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
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
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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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.
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.
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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)
Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?
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
We're revisiting common money myths involving topics ranging from investing in stocks to using credit cards.
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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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
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).
For several weeks, a group of private equity investors have been negotiating a deal for Yum China, the largest restaurant operator in the country. And just last week, Panera Bread founder Ron Shaich helped orchestrate the merger of CAVA Group and Zoe’s Kitchen to create a dominant player in the fast-casual Mediterranean niche. We dive into these potential buyouts and more. Stocks: ZOES, YUMC
The Oracle of Omaha is still a buyer of stocks, and President Trump is considering a major change to corporate reporting requirements.(NYSE: BRK-A) (NYSE: BRK-B)
A new email scam is making the rounds -- we breakdown how it works, the signs of a scam, and how you can protect yourself with Fool.com's resident detective, Matthew Cochrane.
We discuss the current state of defense spending and earnings for the big four defense contractors. Stocks discussed: LMT, RTN, GD, NOC
Spark Therapeutics, Rite Aid, and Alnylam shares have tumbled following news, but that doesn’t necessarily make all three stocks worth buying. Stocks: ONCE, RAD, ALNY
With hundreds of parks in the U.S. attracting millions of visitors each year, amusement parks make up a unique corner of the consumer and retail sector. In this episode, we look at three of the biggest park operators out there -- SeaWorld (SEAS), Cedar Fair (FUN), and Six Flags (SIX).
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Streaming company Roku's pivot to a platform company is in full swing and the company's results are looking good. But we can't say the same for Snap after the company reported lackluster user figures.
Listen in as we discuss five midstreamers and the broad trends across energy as we continue our earnings series.
Here’s why activist billionaire investor Carl Icahn is telling Cigna shareholders to vote against its purchase of Express Scripts. Also, what Regeneron Pharmaceuticals and bluebird bio's new deal means for investors.
It’s no secret that Amazon has made life difficult for many consumer and retail companies, but not every business has buckled under its competitive pressure. One such survivor is Wayfair, an online home goods retailer that has more than doubled its revenue in the past two years to almost $6 billion. Join us as we discuss the secret sauce for this e-commerce underdog. Stocks: W, AMZN
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Apple finally hits the market cap milestone. We talk about the Mac maker's earnings results and the quarterly update from wearables foe Fitbit.
Listen in to hear us discuss Exxon, BP, Shell, and Chevron's earnings -- and our favorite stock among the four!
The budding marijuana market is already worth billions of dollars, and it’s expected to grow even more as marijuana momentum accelerates. Here’s what you should know about marijuana’s opportunity and its risks.
From the $71 billion deal between Walt Disney and 21 Century Fox to The New York Times’ envious subscriber growth, we check in on some of the leading names in the media industry. Stocks: DIS, FOX, CMCSA, NYT
Both payment processors have grown tremendously, but which is the best to invest in now?
Facebook's massive post-earnings sell off caught the market off guard, but should investors have been so surprised? We tackle that, and Spotify's second report as a publicly traded company.
We go back to basics in this episode on the U.S. defense sector. We discuss the history of the industry, what investors need to know about the current climate, best stocks to invest in and why. Stocks mentioned: Boeing (BA), Northrop Grumman (NAC), Raytheon (RTN), General Dynamics (GD), Leidos (LDOS), CACI International (CACI), ManTech (MANT), Booz Allen Hamilton (BAH).
It’s big pharma week! First, we discuss Eli Lilly’s second quarter earnings and its decision to spin-off its animal health business. Then, we explain why GlaxoSmithKline became an investor in the DNA screening company, 23andMe.
BJ’s Wholesale Club is up 50% from its June IPO, with investors encouraged by improving growth and profitability trends. But BJ’s large rival sets a high bar for the industry. We also look at Calavo Growers, which has delivered incredible long-term returns thanks to its main staple - avocados. Stocks: CVGW, BJ, COST
Short sellers are often characterized as speculators and manipulators, but they play an important role in the financial markets. We run through why shorts are important, but also why the average investor should probably stay away from shorting stocks.
We take a deep-dive into a stock in our own portfolios: Corning (GLW). We cover the history of the company, its recent underperformance, our appreciation for its long-term focused management team, and why it’s set for growth. Stocks mentioned: Corning (GLW).
A new spin on an old drug could dent demand for Epidiolex, a marijuana-based epilepsy drug. Plus, here's how important Medicare and Medicaid are to UnitedHealth Group's profits.
We tackle a listener question from Ryan, who wants to know whether this big box consumer electronics retailer could be a long-term value play with its stable growth and dividend. Best Buy recently came out of its 5-year turnaround effort, and management is now focused on a “New Blue”.
The “big four” U.S. banks – JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Bank of America (NYSE: BAC), and Citigroup (NYSE: C) – have all reported their second-quarter earnings. In this episode of Industry Focus: Financials, host Michael Douglass and Fool.com contributor Matt Frankel discuss the winners and losers, as well as some sector trends investors should be aware of.
This Chinese consumer tech company has come up on our show several times as a competitor to U.S. firms in the smartphone and wearables space. But today, we focus on Xiaomi, as its shares have just hit the Hong Kong exchange.
We discuss renewable yieldcos; Pattern Energy Group (PEGI), TerraForm Power (TERP), Brookfield Renewable Partners (BEP), and NextEra Energy Partners (NEP). Also, we break-down what exactly MLPs and C-corps are and what they mean for investors.
Promo: Biogen and Eisai rolled out encouraging data for one of their Alzheimer's disease drugs last week. Also, why is Amazon.com's purchase of PillPack so important? Stocks: BIIB, AMZN, WBA, CVS, RAD
With its IPO expected to price later this summer, Sonos will be the rare, pure-play option for investors eyeing the fast-growing smart speaker market. Can this $1 billion business go head to head with some of the world’s largest companies?
When it comes to U.S. banks, there are four that are in a league of their own when it comes to size – JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), and Wells Fargo (NYSE: WFC). In this episode of Industry Focus: Financials, host Shannon Jones and banking specialist Matt Frankel take a closer look at the big four and what investors should know when evaluating these institutions.
We run through questions about the software-as-a-service market: what metrics to watch, what to expect from the industry, and what companies we're excited about. Stocks: CRM, SHOP, APPF, BL
We discuss some headlines from the last week: Tesla finally meeting its production target, GE spinning off healthcare, and Harley-Davidsons latest turmoil. We also chat about the future of flight and Ford’s partnership in China.
25 years ago, most households didn't have a computer in their homes. Today, the five largest U.S. companies are in tech. We discuss what trends led us here and how they aren't done yet.
In honor of the 25 anniversary of The Motley Fool we are talking about oil and gas 25 years ago, the present state of the industry, and our predictions for the future. Thanks to Blooom for supporting Industry Focus.
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A $3 billion project to sequence the human genome in the 90's is at the root of a revolution in patient treatment today. Also, can technology bridge the growing gap between healthcare supply and demand? Stocks: TDOC, ISRG, ILMN
Our theme week continues as we celebrate the 25th anniversary of The Motley Fool with a look at the innovation and change that could shape the consumer and retail sector going forward.
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Here’s what has changed in banking over the past 25 years and what we think is in store for the next 25.
Data analytics company Domo has plans to go public, but should investors want a piece of this former unicorn?
In today’s show we answer some listener questions from the last month. We discuss the difficulties of getting oil out of the Permian Basin, an attractive pipeline stock, two midstream competitors, and the possible outcome of the impending meeting of OPEC+. Tickers EPD, HAL, SLB.
Big news sent Foundation Medicine and Sarepta Therapeutics soaring this week. Meanwhile, PTC Therapeutics investors endured a roller coaster ride. Stocks: FMI, SRPT, PTCT
Big news sent Foundation Medicine and Sarepta Therapeutics soaring this week. Meanwhile, PTC Therapeutics investors endured a roller coaster ride. Stocks: FMI, SRPT, PTCT
Taking a vacation? Online travel agencies are one of the first places consumers go when planning their trips. We look at Booking Holdings and TripAdvisor as two options for investors in this massive, lucrative market. Stocks: FNKO, TRIP, BKNG
On the surface, White Mountains Insurance’s business model may look a lot like the Oracle of Omaha’s playbook.
This week, a judge approved the AT&T/Time Warner $85B deal. Why does the telecom giant want a piece of the content world, and what does the deal mean for the marketplace?
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Eugene Mulero, Capitol Hill reporter for Transport Topics, recently visited Project Neon, a $1 billion interstate project in Nevada. He discusses the projects progress and how the Nevada state government secured both federal and private funding. He updates us on President Trumps previously announced spending bill, which included a $200 package for infrastructure. We touch on a few stocks for investors bullish on infrastructure: McDermott International (MDR), Fluor (FLR), AECOM (ACM).
Celgene's been stumbling lately, but it's got irons in the fire that could get it back on track. Are this company's best days behind it, or are they only beginning? Stocks: CELG
Celgene's been stumbling lately, but it's got irons in the fire that could get it back on track. Are this company's best days behind it, or are they only beginning? Stocks: CELG
As the “retail apocalypse” bears down on brick-and-mortar chains across the country, some department stores are showing signs of strength. Shareholders are cheering the impressive year-to-date rallies, but will the party last? Stocks: M, KSS, DDS, SHLD
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Here’s what investors need to know about three big news items.
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We've got Fool.com's Brian Feroldi back on to talk under-the-radar tech stocks. He walks us through why Grubhub, Mitek, and BlackLine are currently on his watchlist. Stocks: (NYSE: GRUB) (NASDAQ: MITK) (NASDAQ: BL)
After facing continuing construction delays caused by political challenges and permitting concerns, Kinder Morgan sold its Trans Mountain Pipeline and expansion project to the Canadian government. We discuss what that means for the company's future prospects. Ticker (NYSE: KMI)
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Gilead Sciences has been one of biopharma's worst performers, and demand for its hepatitis C drugs has yet to bottom. Can its R&D program jump start investor optimism? Stocks: GILD
After digging into these stock market debuts last year, we’re revisiting Canada Goose, Blue Apron, and Stitch Fix to cover the latest developments at each company and to rethink what investors need to know going forward. Stocks: GOOS, APRN, SFIX
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When most investors think of real estate investment trusts, or REITs, they think of things like apartments, hotels, malls, and office buildings. However, there are REITs that own property types you may not have considered, and some of these companies are quite large. In this episode of Industry Focus: Financials, host Michael Douglass and REIT specialist Matt Frankel discuss REITs that own timberlands, data centers, and telecommunications towers.
We answer a listener question about Universal Display. After seeing revenues surge in 2017, the company has come back to earth in 2018. Does that make it a good time to buy in, or should investors stay away? Stocks: OLED, AAPL
The past twelve months haven’t been kind to GE shareholders. The stock has lost almost half its value as creative accounting practices, a seriously underperforming power segment, and charges related to its legacy insurance business have undermined investor confidence. We talk about recent events, financial results, and how the turnaround plan is going.
Precision medicines from Loxo Oncology and Blueprint Medicines could take center stage at the most important cancer conference of the year. Also, here’s why Abiomed’s shares have doubled in 2018. (LOXO) (BPMC) (ABMD)
After years of playing of second fiddle to Home Depot, Lowe’s recently tapped J.C. Penney CEO Marvin Ellison to help usher the brick-and-mortar retailer into the future. While the home improvement space has resisted competition from online players, neither of the industry leaders are strangers to innovation and change. The cast also covers the latest updates from the Walt Disney and Fox acquisition. Stocks: LOW, HD, DIS, FOX, FOXA, CMCSA
It's been a busy few months for PayPal. The company just spent $2.2B on "the Square of Europe" and competitors are starting to mount an attack against the company's One Touch approach. How should investors be feeling about it all? Stocks: PYPL, SQ, MA.
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The FAA received 149 proposals for its Unmanned Aircraft Systems Integration Pilot Program and selected 10 from different cities across the U.S. The winning cities, partnered with big-name businesses, will work with the FAA to develop testing zones and develop regulations.
It’s not just drugmakers disrupting this massive market, medical device makers are pocketing billions of dollars, too. Here’s what you should know about Medtronic, Abbott Labs, Dexcom, Insulet, and Tandem Diabetes. (NYSE: MDT)(NYSE: ABT)(NASDAQ: DXCM) NASDAQ: PODD)(NASDAQ: TNDM).
We officially welcome esports to the “major leagues” as the biggest game developers promote, expand, and monetize the multi-player competitions for some of their best-selling titles. From viewership ratings to multi-million dollar deals and professional gamers on contracts, we cover the latest milestones for this fast-growing industry. Stocks: ATVI, EA, TTWO, NVDA, AMD
Tencent and MercadoLibre both have leading positions in their markets and offer investors exposure to a ton of major tech trends, making them greater starter stocks for folks looking for international exposure.
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We take a whirlwind tour of some international stocks, from a truly global infrastructure player, to a Brazilian iron producer dependent on China, and a French oil giant that’s looking to the future and leading the pack.
With a population of 741 million people, Europe’s a huge market for medicine, yet most U.S. investors avoid European drugmakers, including Sanofi. On today's episode, we explain how drugs win approval in Europe and why Sanofi ought to be on your radar.
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Walmart recently announced a $16 billion investment in Flipkart, the biggest e-commerce company in India. For investors around the world, this deal is the opening volley on the latest front of the e-commerce war between Walmart, Amazon, and Alibaba.
You should definitely have some international exposure in your portfolio, but you don't need to buy foreign stocks to get it.
Chinese video streaming company iQiyi is drawing some big comparisons, can it possibly live up to them? And might the company be interesting enough to make us break one of our investing rules?
Ford's recently announced move away from cars in its North American market has caused quite a stir. We get the real story behind the headlines, the trends driving the changes in the auto industry, and discuss some investor concerns.
Activist investors are offering to buy the health records company, but visionary CEO Jonathan Bush might not want to sell. Also, Shire gives the thumbs up to Takeda and patience pays off for Portola Pharmaceuticals investors.
Last week, tech mogul Elon Musk shared his bearish view of competitive moats, spurring a response from Warren Buffett who coined the term 20 years ago. So in this day and age, does frequent innovation hold more value than a wide moat? We tackle that question and more of the Musk-Buffett debate on this episode of Industry Focus.
Here Are The Highlights of Warren Buffett and Charlie Munger’s annual Q&A session at Berkshire Hathaway’s annual meeting.
We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?
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We run through the earnings releases of one of our favorite companies (Apple) and one of our favorite companies to follow (Snap). Can the young social media company turn it around? And what should investors expect from Apple going forward?
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Available housing inventory in the U.S. is at historical lows and homebuilders are faced with high costs and labor shortages. Three stocks stand out above the rest for their focus on two important markets – millennials and retirees.
Explaining the pros and cons so you can decide if they're right for you.
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After several false starts and failed negotiations, the No. 3 and 4 wireless carriers officially unveiled their plans to merge over the weekend. The new T-Mobile will be a much stronger challenger to AT&T and Verizon, but the biggest priority right now is to win over regulators.
All things being equal, higher dividend yields are better. However, many dividend stocks’ high yields are signs of trouble. In this episode of Industry Focus: Financials, host Michael Douglass and Fool.com contributor Matt Frankel discuss what a yield trap is, how to detect one, and a few examples of stocks that have characteristics of yield traps.
Facebook shareholders can breath a big sigh of relief! The company posted solid earnings that had the market forgetting all about the company's data issues. And Twitter posted its second GAAP profitable quarter, but Wall Street wasn't as thrilled.
This week a Virgin America plane took its last flight under the Virgin umbrella. With the unification of the two brands complete, and a rocky 2017 behind them, can the airline operator start to right the ship in 2018?
Promo: GW Pharmaceuticals scores a big thumbs up from a panel of FDA experts for its marijuana-based drug. Plus, Biogen pays a $1 billion dollars for expanded access to Ionis’ novel pipeline.
Whether you’re a first-time stock buyer or seasoned Fool with years of experience in the market, stock screens can be a powerful tool of discovery for any investor. We cover the basics of creating a stock screen, what metrics to employ, where to run them, and how to handle the end results. Free your mind, Fool!
Here’s a roundup of the past week’s news from Wells Fargo, Goldman Sachs, Morgan Stanley, and SunTrust.
Looking for some new stocks for your watch list? We talk about why we're excited about Paylocity, Hubspot, and AppFolio.
We tackle a host of news items in Oil and Gas including; British Columbia halts development of the TransMountain pipeline, consumers face high prices at the pumps, and China’s new intelligent highway will be able to charge electric vehicles as they drive. We also pitched two stocks we’re currently working.
Alkermes’ ALKS-5461 gets a do-over, Celldex's lead drug is a bust, and the good and bad of Johnson & Johnson's Q1 earnings report.
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Down about 20% from its all-time highs, Ulta stock has seen dampened investor enthusiasm after an otherwise amazing 10-year run as a public company. Listener Joseph wants to know why Ulta stock has struggled as Estee Lauder, another major name in skincare and cosmetics, soars to new all-time highs.
Now that the “big four” U.S. banks have reported earnings, let’s take a look to see what investors need to know.
There have always been rumors of a paid version of Facebook. Recent comments from Mark Zuckerberg and Sheryl Sandberg prove its something management has been thinking about, but what would it actually look like?
Slack: Where work happens. Go to slack.com to learn more.
NV5 and Pattern Energy Group have both been previously pitched on the show. And, both stocks have had a tumultuous time over the past few months. We discuss if recent events have changed the fundamental thesis for each.
Biogen misses out on a huge deal that Novartis completed with AveXis. Plus, Incyte's phase 3 implosion, and what it means for immuno-oncology more broadly.
The $55 billion skincare and make-up giant has seen its shares gain nearly 80% in the past year as robust top and bottom line growth attract investors to the company. For the first time on Industry Focus, we look at Estee Lauder’s impressive brand portfolio, latest results, and management’s vision for the future.
We’re often told to focus on one thing and do it well – but in today’s episode, we cover three sectors (banks, REITs, and insurers) where businesses may be going in the opposite direction, preferring to try and own more of the value chain. Understanding the tradeoffs between specialization and diversification is key to investing smart in these sectors.
Shares of the music streamer are now on the market! With a ballpark on The Street's view of what the company is worth, we try a few different angles to put its valuation into context.
The Crown Prince of Saudi Arabia announced last week a plan to partner with Japanese-based SoftBank to fund a $200 billion solar farm in the desert. We discuss the project, the state of the U.S. solar industry, and solar stocks to buy (and avoid).
Takeda may buy Shire, but it might prove costly. Also, the FDA slaps Alkermes with a dreaded Refusal to File letter.
ADT and its private equity backers have built up the leading name in monitored security with $4.3 billion of revenue in 2017. But after pricing an IPO in January, shares of ADT have tumbled nearly 50%. Is this the bargain opportunity investors should be following?
A lot of investors like big bank stocks for their dividends and perceived safety. We think, though, that some big trends are lining up to make their business models increasingly tough to sustain. In this episode, we lay out five different areas tech is changing the game for banks.
At SXSW, our quest was simple -- find good food. But when we stumbled upon Kyle Pounder's food truck "Excaliburger" we realized we found even more.
A big restructuring that could begin to pay off for investors soon could make this a great time to add Hess Corp. to your portfolio.
Geron’s future hinges on an uncertainty and AbbVie’s shares are teetering following some disappointing news. Should these stocks be in your portfolio?
The downfall of Toys “R” Us has placed renewed focus on private equity funds and their connection to the recent string of retail bankruptcies. We look at how their desire for high returns and quick exits can hurt the long-term prospects of even the biggest brick-and-mortar chains.
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The Federal Reserve raised interest rates at its latest meeting, but there’s more important information you need to know. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel break down the key takeaways and how they could affect your investments.
A lot of people aren't happy with the social media company these days. We run through the Cambridge Analytica data harvesting story, talk about the existing trend of people leaving Facebook, and work through how we feel about the company as shareholders.
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President Trump announced earlier in March that there will be a 25% tariff on imported steel and a 10% tariff on imported aluminum. This led to widespread criticism and fears of prices going up on everything from washing machines to beer. We discuss the details of the tariffs, the likely outcome, and historical examples of both failed and successful tariffs.
Rain, sleet, and snow can't stop us from covering Arena Pharmaceuticals' slam dunk data.
The airport concession company made its stock market debut in early February, giving investors the opportunity to tap into a robust corner of the retail world. With management forecasting enviable top and bottom line growth, here’s what Fools need to know before diving in.
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The Senate just passed a bill that would loosen regulations on all but the largest U.S. banks. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel discuss what’s in the bill, and which banks could be the winners and losers.
We wrap up SXSW week with a recap of the big trends we see impacting the tech space over the next few years and a few questions for investors to think about.
How is one of the world's biggest auto manufacturers thinking about the future of mobility and autonomy? We sit down with Wilko Stark, VP Strategy at Daimler and Mercedes Benz and the head of the company’s CASE initiative, to find out.
The cost of gene sequencing is falling rapidly, and uses for this data are springing up left and right. Simon Erickson calls in from South by Southwest to chat with Kristine about healthcare's role at the traditionally tech-focused conference.
Fresh from his presentation at SXSW 2018, Scott Lachut -- President of Research and Strategy and PSFK -- joins Industry Focus to share his thoughts on major trends and the consumer demands that are changing how companies think about brick and mortar retail. Find out why physical and digital storefronts are more connected than ever and how they’re likely to blend together even further.
White collar crime just isn't prosecuted the way it used to be. To find out why, we chat with Jesse Eisinger, author of "The Chickens*** Club: Why the Justice Department Fails to Prosecute Executives."
It’s the leading music streaming service. It’s got nearly 160 million users. But is Spotify a good investment? We look through the company’s prospectus to see how things look right now and discuss the company it could become.
We begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!
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.
We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.
There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.
After 11 years of being a private company, unicorn DropBox has decided to go public. We go through the cloud company’s prospectus and see what we like and don’t like about the business ahead of the upcoming IPO. Thanks to LegalZoom for supporting Motley Fool. Get special savings by going to legalzoom.com use code Fool at checkout
We get expert opinion from Eugene Mulero of Transport Topics on the President’s proposal for infrastructure spending. We discuss doubts and concerns with the plan, and an alternative – more likely – timeline.
The Cupertino company plans to open healthcare clinics that will rely heavily on its technology. Also, Gilead Sciences partners with Sangamo Therapeutics on gene-editing.
With revenue trending downward for several years running, General Mills is focused on stabilizing the top line, and management hopes that buying into a whole new industry will do the trick. Blue Buffalo Pet Products is the leader in natural pet foods, but will its double-digit top line growth be enough to move the needle?
Financials takes a look into the latest letter The Oracle of Omaha wrote for Berkshire Hathaway’s shareholders.
February was a busy month for tech earnings -- today we backtrack to look at results and news for Snap and Twitter.
We grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.
Despite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?
Our coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.
What exactly does it mean when a stock is being delisted, and what should investors watch for in the microcap space? We tackle those questions and talk about the benefits of listing in the first place!
Oil earnings for 2017 were a mixed bag with U.S. giants Chevron and Exxon Mobil lagging their peers. We discuss the themes of the earnings season and the shareholder returns fever that has gripped the industry as big oil competes for investors dollars.
Johnson & Johnson, AbbVie, and Veeva are three gold medal winners in this year’s Motley Fool healthcare Olympic roundtable -- can you guess the other three? Hint: One’s a marijuana stock.
For years, retailers have paid some of the highest effective tax rates in the business world. With the corporate tax rate reduced to 21%, we look at how major companies are taking advantage of this windfall.
In part three of our banking series, Industry Focus: Financials dives into commercial banking and the two largest U.S. commercial banks – Wells Fargo and U.S. Bancorp.
The S&P 500 might be one of the most cited financial barometers out there, but what does it take for a stock to make it into the index? We talk about the requirements, how inclusion benefits companies, and how the index may change a major trend in tech stocks.
2017 was a record setting delivery year for both planemakers. With upwards of 8-year backlogs investors are paying close attention to on-time delivery numbers and, by this metric, one of the two takes the win.
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These two biopharma heavyweights are taking it on the chin following a market-trouncing performance in 2017. Is one a better stock to buy than the other?
Recreational vehicles, or RVs, have enjoyed consistent, growing demand since the financial crisis. We look at the tailwinds fueling this growth before turning our attention to leading RV makers Winnebago and Thor Industries, two stocks that have outperformed the S&P 500 over one, five, and 10-year investing horizons.
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Financials takes a look at the volatile declines in cryptocurrencies, as well as earnings from two interesting banks.
Two big tech names reported this week -- should investors be worried about Facebook's friendlier new stance and Apple's iPhone unit sales declines?
We answer your questions on what the solar tariffs mean for solar, offer our thoughts on the North American railroad and agriculture industries, and discuss interesting stocks in those segments.
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On the heels of the President’s State of the Union address, we explain why the current state of U.S. healthcare has Amazon, Berkshire Hathaway, and JPMorgan thinking it's time for a change.
The buying spree at JAB Holding Company continues. After spending tens of billions of dollars scooping up coffee brands and restaurant chains, Dr. Pepper Snapple will become the latest addition to the empire after it merges with Keurig Green Mountain, a previous JAB acquisition. Here’s what investors need to know.
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Financials Edition host Michael Douglass and Fool.com contributor Matt Frankel take a close look at the largest U.S. universal banks – Bank of America, Citigroup, and JPMorgan Chase. Here’s what investors need to know about these three banks’ business models, and the right metrics to evaluate each one.
China hasn't always seen eye-to-eye with Google and Facebook, could that be changing? We look at the government's history with big U.S. tech firms, talk about how recent regulations have impacted Chinese tech giants, and hit another lesser covered story that shows how hard it can be to operate in the country.
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Seth Clevenger, managing editor of features at Transport Topics -- a print and digital industry newspaper covering trucking and freight transportation – is in the studio to talk about the impact of the new ELD mandate and the future of the trucking industry.
Celgene consolidates CAR-T and Sanofi hooks-up in hemophilia. Plus: What’s up with Johnson & Johnson’s post-earnings slide?
As spending on content surged in 2017, so did subscriber growth across the globe. For Netflix to live up to sky-high expectations (and its rich valuation), management will be upping investments across the company again this year. We break down the latest results and offer a glimpse of what lies ahead for the No. 1 streaming service.
Industry Focus: Financials dives into fourth quarter earnings from the largest U.S. banks, and what investors should pay attention to.
David Kretzmann hops on the show to chat about what he saw at the Consumer Electronics Show (CES). Specifically, we wade through two trends that have fallen out of favor, and some fun stuff he noticed in Las Vegas.
Lyft and Aptiv teamed up to give 400 rides in a BMW at CES in Las Vegas, Motley Fool Analyst Taylor Muckerman got to experience it firsthand. In today’s show we discuss what it was like and what demonstrations like this show about the future of driving. We also touch on recent bad news for BP and GE.
Slack: Where work happens. Find out why at slack.com.
Rumors are swirling that Celgene may pay billions to buy Juno Therapeutics lock-stock-and-barrel. Do these rumors make sense? Also, how one tiny company is disrupting the $57 billion market for primary and specialty doctor visits. Is this healthcare's future?
Preliminary fourth quarter results from many traditional retailers have turned bullish after momentum from Black Friday held strong, and consumers flocked to stores in December. Find out who posted the best (and worst) results from the holiday season, and what to watch in the year ahead.
Slack: Where work happens. Find out why at slack.com.
With Amazon's holiday commentary in our hands, we talk about all the reasons the e-tailer is crushing it, and dig deeper to see what the release might have to say about other companies' Q4 results.
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2017 was a tale of two halves for these two U.S. auto giants, while Ford failed to impress the stock market GM delivered market-beating returns. We discuss GM and Ford’s future focus on self-driving technology, connected cars and big data.
Three CEO interviews recorded at the J.P. Morgan Healthcare Conference, the most important annual industry conference.
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Once a high-flying stock and the face of craft brewing, Boston Beer has struggled in recent years with intense competition from the very industry it helped take mainstream. What lies ahead in 2018? The team also looks at recent news from Weight Watchers and GoPro.
Industry Focus: Financials dives into two stocks that look attractive as we head into 2018.
The push for AI is decades old, so how come it's just now having its moment? We dive into artificial intelligence, machine learning, deep learning, and talk about a few companies that are poised to benefit from the mega-trend.
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The energy industry is home to some great high-yielding stocks, we discuss five companies who have been consistently returning value to shareholders that may make good picks for an income portfolio.
Were you lucky enough to own these three top stocks in your portfolio last year?
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The line between brick-and-mortar and online retail continues to blur as companies embrace experimentation with new strategies to win over consumers. We cover three of the biggest trends that investors will want to follow in the new year.
In the closing act of the Industry Focus Awards, the cast revisits Foolish listener emails before pitching their nominees for most likely to succeed and the infamous participation award.
Notable quotes and M&A take the stage as the next two categories up for grabs. Find out who went home with a prestigious IF Award in hand.
The show must go on! In this episode, the cast doles out their awards for the next two categories: best fact and most valuable player.
Happy holidays, Fools! This year, the Industry Focus cast is rolling out the red carpet for some of their favorite stocks with the first annual Industry Focus Awards ceremony. The first two categories for your consideration: biggest PR blunder and rookie of the year.
We hit the biggest stories of the year — iPhone X, net neutrality, AR/VR, and Verizon buying Yahoo — and talk about how they may impact 2018.
Top Energy and Industrials Headlines From 2017. We look back across various events of the past year in our sector. From arrests of Volkswagen executives to GE’s 40% drop, 2017 has been a big year.
Repeal and replace wasn't the only healthcare story this year! Critical policy changes, revolutionary new medicines, and M&A also sent healthcare stocks on a wild ride in 2017.
Looking back on a busy year, the cast recaps some of the biggest stories and developments in the sector.
Slack: Where work happens. Find out why at slack.com.
Financials takes a look back at the five biggest news stories of 2017 and what they mean to investors.
We're excited for 2018. Why? We've got tax code changes impacting the books of big tech, plus the next phases of the cable revolution, and the continued rise of e-sports.
Alternative fuels are still a long way from being ubiquitous but some are gaining steam thanks to a few key players. We discuss what constitutes an alternative fuel, why commercial and heavy goods transport is the gateway to alternatives adoption, and stocks investors may want to consider. Today the show was sponsored by Harrys.com/Fool
Celgene and bluebird bio report a stunning success in multiple myeloma, Juno Therapeutics takes it on the chin despite positive data, and Spark Therapeutics suffers in its showdown with BioMarin in hemophilia.
Subscription-box services have grown incredibly popular in the past few years, and Stitch Fix is the latest company based on this business model to go public. With almost $1 billion of revenue in 2017, we dive into this fast-growing company and what investors need to know about its data-centric approach to selling apparel.
To get a limited edition holiday shave set while supplies last, go to Harrys.com/fool.
Industry Focus: Financials takes a deep dive into Goldman Sachs and Morgan Stanley’s business models, valuation, and future growth potential.
These tech unicorns have long been the subject of IPO speculation. But for all that buzz, are any of them actually good businesses to own long-term?
UPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.
The tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.
Cut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.
Financials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.
We take a look at a few tech products on holiday shopping lists -- Nintendo Switch, Fitbit Ionic, and Xbox One S/X -- and talk about what their popularity really means for the companies that make them.
Nebraska Public Service Commission voted 3-2 to approve an alternative route for the Keystone XL pipeline through the state. We discuss potential implications of Keystones operator TransCanada, and what the decision might mean for investors. Ahead of the OPEC meeting in Vienna, we debate the rumors and conjecture around the assembly.
Canopy Growth co-founder Bruce Linton is interviewed about the company’s strategy for medicinal and recreational marijuana in Canada and beyond.
Early numbers are in for the Black Friday weekend with strong growth over last year. That momentum has even extended to brick-and-mortar retailers, which saw only small traffic declines during the busy period. Find out why department stores are feeling confident about the quarter, and what investors should watch as they head into the final month of the year.
Slack: Where work happens. Find out why at slack.com.
Financials sets the record straight on common money myths involving topics ranging from investing in stocks to using credit cards.
You know the market is risky and you shouldn't own just one or two stocks, but you're probably wondering how many stocks you should own. In today's episode, we dig into diversification to help you build a better portfolio.
While AT&T and Time Warner investors prepare themselves for a tough legal battle with the Justice Department to close their merger, competitors are circling the valuable media empire that could be going up for sale at Twenty-First Century Fox.
Financials looks at the two tax reform bills currently making their way through Congress, the differences between them, and the likely winners and losers of tax reform.
Roku's first report as a publicly traded company couldn't have gone better. With a second look at their books, are we more sold on the long-term viability of the streaming company?
Editor's note: In the show, we mistakenly said that 1/3 of Roku's platform revenue comes from licensing. That 1/3 portion of the platform revenue is actually from content distribution, the licensing portion is much smaller.
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Roku's first report as a publicly traded company couldn't have gone better. With a second look at their books, are we more sold on the long-term viability of the streaming company?
Editor's note: In the show, we mistakenly said that 1/3 of Roku's platform revenue comes from licensing. That 1/3 portion of the platform revenue is actually from content distribution, the licensing portion is much smaller.
Thanks to Harry’s for supporting Motley Fool. Harry’s will give you their trial shave set for FREE when you sign up at Harrys.com/FOOL - just pay for shipping!
he U.S is increasingly being powered by cheap natural gas and the deployment of pipeline infrastructure is ensuring this remains the case for years to come. In this show we discuss why the commodity is growing in popularity, the billions of dollars being spent transporting it across the country, and investment opportunities in the industry.
A flurry of news has investors clamoring to add Nektar Therapeutics to their portfolios. Plus, we explain why investors are disappointed by Loxo Oncology’s good news and how a new smart pill could change medicine forever.
Shares of the #2 toy company and casual dining chain are both up double digits thanks to buyout rumors. For Mattel, the potential deal with Hasbro would create a dominant player in the toy industry. Meanwhile, a private equity firm with significant restaurant experience is courting B-Dubs. The team also takes a look at Canada Goose, one of the best-performing IPOs of the year.
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Financials looks at robo-advisors, the automated substitute for financial advisors that has surged in popularity.
After missing on revenue, earnings, and users, shares of Snap got pummeled following the company's Q3 earnings release. We work through the release, talk about the company's transition to auction-based ad sales, and check in on the Spectacles hardware segment.
After missing on revenue, earnings, and users, shares of Snap got pummeled following the company's Q3 earnings release. We work through the release, talk about the company's transition to auction-based ad sales, and check in on the Spectacles hardware segment.
Utilities have historically been classified as safe and boring but the industry is changing and there are some potentially exciting opportunities in the often overlooked segment.
The much-maligned company is making progress on its restructuring plan, but it's not out of the woods yet. Plus, why Keryx Pharmaceuticals shares tumbled despite winning an FDA approval that more than doubles its addressable market.
In 2014, regulatory opposition forced Sprint to give up on its plan to acquire T-Mobile. Three years later, the two companies returned to the negotiating table, coming close to finalizing an agreement before the deal fell apart once again. What happened? And what lies ahead for the No. 3 and 4 wireless providers?
Financials looks at the new Federal Reserve chair, rising interest rates in the U.K, and the end of the CFPB class action rule.
Great earnings releases from Microsoft and Amazon highlight one thing in particular -- the cloud business is booming for both tech giants.
2017 hasn’t been kind to GE so far. Three months in we discuss the moves new CEO John Flannery is making to right the business, rumors around the November 13 meeting, and give our bull and bear cases for the stock.
Beer, wine, and spirits Goliath Constellation is acquiring a 10% stake in marijuana stock Canopy Growth, plus why CVS Health is eyeing Aetna, and how one fast-growing upstart is fighting back at colon cancer.
The Toys “R” Us bankruptcy filing in September sent waves through the industry as toy companies cut shipments to the retailer and adjusted their forecasts ahead of the holiday shopping season. However, the latest earnings results from Mattel and Hasbro paint a picture of two industry leaders with very different outlooks.
Financials looks at statistics about emergency savings, credit cards, retirement saving, stock investing, and homeownership.
AMD and Twitter both beat expectations with their quarterly numbers, so why is the social media company flying while shares of the semiconductor company get pummeled?
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We discuss U.S. manufacturing, policy making, and how technology will unlock efficiencies in the oil and gas industry with Mark Mills. Mark has a long and illustrious career as a policy advisor, fund manager, and physicist.
A scary sell-off in Celgene and Ionis Pharmaceuticals shares may have you thinking "sell", but there are good reasons why you shouldn't let what's spooking other investors shake you out of your stock too.
Up over 70% in the past year, the iconic newspaper has enjoyed a major boost in readership thanks to the current presidential administration. Meanwhile, Blue Apron struggles to build momentum as meal kit rival HelloFresh prepares for its IPO.
Thanks to Freshbooks for supporting the Motley Fool. Get a 30-day free trial by going to FreshBooks.com/FOOL and enter “MOTLEY FOOL” in the “How Did You Hear About Us?” section.
Financials takes a look at bank earnings, important metrics, and catalysts that could move bank stocks higher.
We wrap up pitch week with discussions of IBM, Netflix, and Mindbody. If you want the whole list of pitch week stocks, email industryfocus@fool.com!
Three Motley Fool contributors pitch General Motors, NV5, and Transocean as stocks investors might want to watch.
Novocure, Precision Medicine, and Celgene are three top healthcare stocks. The team discusses their business models and biggest risks in this edition of “Pitch Week.”
“Pitch Week” continues on Industry Focus as our Foolish contributors share their takes on Under Armour, Dave & Buster’s, and Tractor Supply Co.
Thanks to Harry’s for supporting the Motley Fool. Get your free trial set -- go to Harrys.com/fool.
We kick off "Pitch Week" with a look at payment companies Mastercard and Square, and wrap the show with a breakdown of why Warren Buffett's Berkshire Hathaway has been such a good business to own.
Netflix got a nice bump after announcing price increases to several of its service tiers – what might the increases mean for the company’s top line and what should investors be paying attention to ahead of the company’s earnings report next week?
The U.S. has a huge number of investment opportunities in the well-developed energy industry. We discuss why the U.S. oil and gas sector has developed the way it has, some complexities in investing in overseas energy companies, and a few stocks with foreign flare you might want to consider.
Mylan launches a biosimilar "at-risk" and Flexion's big drug opportunity becomes clearer.
We look at the latest quarterly earnings from some of the top performers in the alcohol and restaurant industries.
Slack: Where work happens. Find out why at slack.com.
Financials takes a look at share buybacks, dividends, and other ways of returning capital to shareholders.
Now that we have a sense of Roku's valuation, what do we think of it? That, plus a rundown on all the cool new devices Google showed off earlier this week and their impact on the smartphone, smart home and camera markets. Get $25 off your first purchase at http://bombfell.com/fool
Tesla missed Q3 Model 3 production targets by 83%. We debate how concerned investors should be, some good news from the update, and a potentially exciting development on the horizon.
Thanks to Bombfell for supporting The Motley Fool. Get $25 off your first purchase at http://bombfell.com/fool
Wondering if you can buy, sit back, and collect money on top dividend stocks Johnson & Johnson, AbbVie, and Pfizer? You've come to the right place! In today's episode, we offer up insight into the risk and reward associated with owning these three dividend darlings.
We dive into the high-end corner of the retail industry with one of the most famous luxury brands in the world: Tiffany. Its signature blue boxes have delighted people around the world, and new leadership is now looking ahead to the challenges posed by changing consumer tastes, especially among younger shoppers. We also look at the latest acquisitions from Coca-Cola and Wal-Mart.
President Trump is interviewing candidates to replace Janet Yellen atop the Federal Reserve. In this episode of Industry Focus: Financials, we dig into the two types of candidates he's considering for the position, and how that will impact the central bank's policies.
Investors may soon be able to claim a stake in rapper Eminem's music catalog, thanks to a new company Royalty Flow and the JOBS Act. We run through what's been going on in the equity crowdfunding and mini-IPO space, and how these types of investment opportunities are very different than investing in the stocks we normally talk about.
We debate the potential implications of the ITCs recommendation for solar import restrictions, the recent rally in oil prices, and the news that GE is selling its Industrial Solutions business.
Unpacking Axovant Sciences big Alzheimer’s disease disappointment, plus Pfizer accuses Johnson & Johnson of unfairly increasing healthcare costs.
Between its upcoming ESPN and Disney-branded services, the company will give viewers access to 10,000 live sporting events, 500 films, and over 7,000 television episodes. Traditional pay-TV subscriber numbers are on the decline, and CEO Bob Iger sees this streaming transition as his last major priority before retirement.
Data center REITs promise ever-growing dividends from a portfolio of data center assets located all around the world, but growing piles of data don't necessarily lead to extreme rewards for shareholders.
Alarm.com, Impinj, and Paycom aren't household names yet, but these tech-savvy upstarts are transforming billion dollar markets and that could make them savvy stocks to buy.
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Auto sales have declined 2% this year after sales broke records in 2016, leading many commentators to speculate whether the U.S. has reached peak auto. However, one area of the market – SUV’s, light trucks, and crossovers – continues to demonstrate growth.
We rip open the mailbag and answer "what gives with interim clinical trials?", "how can drugmakers use patents to stiff-arm generics?" and "why aren't pharmacies cashing in on baby boomers?"
Chegg is leading its corner of the classroom with a wide variety of student services, including college applications, textbook materials, and online tutoring. Meanwhile, 2U is acting as a pioneer for online education by creating graduate programs with some of the most prestigious universities in the country. Both of the companies are enjoying double-digit annual growth rates and stand to gain as technology takes on an increasing role in classrooms around the world.
The team talks about how the insurance industry works and how health insurance differs substantially from other types of insurance. With information about evaluating supplemental health insurance policies, planning for Medicare at age 65, and managing the transition from work-related coverage to Medicare, this program will tell you what you need in order to make a more informed decision for your financial and health situation
Edge-to-edge display? Check. Wireless charging? Check. Facial recognition components? Check. The iPhone X is gorgeous, but what does its release timing mean for Apple’s financials over the next few quarters? We dig into that and Apple’s other upcoming products.
After years of being dubbed “death traps” for investors the Airlines industry is having something of a renaissance. We discuss which of the big four U.S. national carriers is the better buy for investors today.
A new study concludes it costs $757 million to develop a new cancer drug, but is that the only reason why drugmakers charge sky-high drug prices or are other reasons to blame too?
In a strange twist, the newest retail store from Nordstrom will carry no inventory. Instead, the company hopes a unique menu of services will provide a rich enough experience to connect with shoppers – a trend that is growing quickly in the brick-and-mortar world. The cast also looks at how Starbucks is faring under the new leadership of Kevin Johnson.
It’s not always an easy decision, and in most cases you should do some planning first, but there are times when you’re doing the right thing in quitting your job. Of course there’s a difference between wanting to quit and needing to quit and some things you should do before giving notice.
The streaming service is planning to go public soon and we have our hands on their filing with the SEC! We run through the company's books, talk about the streaming space, and take a look at the company's long-term prospects.
Energy Secretary Rick Perry announced the Department of Energy is releasing 500,000 barrels of oil from the Strategic Petroleum Reserves. We discuss the impact and importance of the move.