Industry Focus

Latest Episodes:

Healthcare: Mylan's Big Bet Oct 11, 2017

Show notes

Mylan launches a generic "at-risk" and Flexion's big drug opportunity becomes clearer.

Editor's note: Mylan's drug was mistakenly referred to in the episode as a biosimilar. Copaxone, however, was approved under an NDA, not a BLA, so Mylan's copycat is a generic, not a biosimilar.

CG: Constellation Brands and Yum China Wow Investors Oct 10, 2017

Show notes

We look at the latest quarterly earnings from some of the top performers in the alcohol and restaurant industries.

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Financials: Capital Allocation – Buybacks, Dividends, and More Oct 09, 2017

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Financials takes a look at share buybacks, dividends, and other ways of returning capital to shareholders.

Tech: The Week in Device News Oct 06, 2017

Show notes

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

Energy: Tesla’s Model 3 Production Miss - Should Investors Be Concerned? Oct 05, 2017

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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.

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Healthcare: Are These the Best Dividend Stocks to Buy? Oct 04, 2017

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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.

CG: Does Tiffany & Co. Have a Millennial Problem? Oct 03, 2017

Show notes

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.

Financials: A Changing of the Guard at the Federal Reserve Oct 02, 2017

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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.

Tech: The Eminem Show Sep 29, 2017

Show notes

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.

Energy: ITC Rules 4-0 in Favor of Trade Barriers on Solar Imports Sep 28, 2017

Show notes

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.

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