Industry Focus

Latest Episodes:

Healthcare: Is Valeant Pharmaceuticals the Turnaround Story of the Century? Nov 08, 2017

Show notes

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.

CG: The Sprint and T-Mobile Merger Falls Apart . . . Again Nov 07, 2017

Show notes

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: A Trifecta of Financial News Nov 06, 2017

Show notes

Financials looks at the new Federal Reserve chair, rising interest rates in the U.K, and the end of the CFPB class action rule.

Tech: To the Cloud! Nov 03, 2017

Show notes

Great earnings releases from Microsoft and Amazon highlight one thing in particular -- the cloud business is booming for both tech giants.

The Rumor Mill Keeps Turning for GE Nov 02, 2017

Show notes

2017 hasn’t been kind to GE so far. Three months in we discuss the moves new CEO John Flannery is making to right the business, rumors around the November 13th meeting, and give our bull and bear cases for the stock.

Healthcare: Why Constellation Brands Is Cozying Up to Cannabis Nov 01, 2017

Show notes

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.

CG: Toys “R” Us Takes Its Toll on Mattel and Hasbro Earnings Oct 31, 2017

Show notes

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: 5 Spooky Personal Finance Statistics Oct 30, 2017

Show notes

Financials looks at statistics about emergency savings, credit cards, retirement saving, stock investing, and homeownership.

Tech: A Tale of Two Earnings Oct 27, 2017

Show notes

AMD and Twitter both beat expectations with their quarterly numbers, so why is the social media company flying while shares of the semiconductor company get pummeled?

FreshBooks.com/FOOL and enter MOTLEY FOOL in the “How Did You Hear About Us?” section

Energy: Interview with Mark Mills, Senior Fellow at the Manhattan Institute. Oct 26, 2017

Show notes

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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected