Industry Focus

Latest Episodes:

Healthcare: Does Healthcare’s Past Predict Its Future? Apr 28, 2016

Show notes

Some things never change – and in healthcare, we sometimes feel like we’re talking about the same stuff year in and year out. Join us as we cover some stories that were a big deal in 2014, check in on how they’re going now, and predict some major trends in 2018.

CG: Throwback Special with Fast Food and Athleisure Wear Apr 26, 2016

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We welcome fellow Fool Mark Reeth this week to look back at some of the top consumer and retail investing stories from his time covering the industry.

Financials: 2 Years Later – Does the Thesis Hold? Apr 25, 2016

Show notes

Industry Focus: Financials gets in its time machine to check in with David Hanson, one of the former hosts of the show. Gaby Lapera and David chat about his investing hypotheses for mega banks from two years ago and whether or not they still hold up. Is everything different? Have things changed at all? Tune in to find out.

Energy: Early Earnings Show Oil is Dominating More than Just Energy Companies Apr 22, 2016

Show notes

As companies start to report earnings, we take a look at some of the big themes from the energy, industrial manufacturing, and airlines sector. Plus, investors fight back against excessive CEO pay and whether you should be excited about the Saudi Aramco IPO on the New York Stock exchange

Tech: What Can You Learn From Technology’s Most Successful Investors? Apr 21, 2016

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Marc Andreessen and Peter Thiel are two of the most successful tech investors around; tune in to learn their secrets.

Healthcare: How The Scientific Method Can Make You A Better Investor Apr 20, 2016

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Make more profit-friendly decisions by developing a specific and repeatable process for evaluating stocks.

Winners and Losers Emerge Among Sporting Goods Retailers Apr 19, 2016

Show notes

The sporting goods industry has become the latest example of how competition and disruption are forcing everyone from big box chains to mom and pop stores to adapt to the new world order in retail.

Financials: The Good, The Bad, and The Ugly in Last Week’s Mega Bank Earnings Reports Apr 19, 2016

Show notes

Bank stocks are up, but only because the largest U.S. banks did less bad than Wall Street expected.

On this financials edition of the Motley Fool’s Industry Focus podcast, host Gaby Lapera and analyst Jay Jenkins try to make sense of the good, the bad, and the downright ugly first quarter numbers at the nation’s largest banks.

Tech: Capital Allocation Apr 16, 2016

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We swear capital allocation is sexy! On this episode we explain what it is, the different strategies businesses use for maximizing shareholder value, and profile two companies – one that has done a great job... and one that hasn’t.

Energy: Peabody Energy's Bankruptcy: It's More Than Just the Coal Market Apr 15, 2016

Show notes

Peabody Energy's Chapter 11 filing this week has led to many saying "it's the brutal coal market", but we take a look at why there is much more to the story. Plus: dividend cuts at National Oilwell Varco, Alcoa's earnings, and what's on our radar.

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