Industry Focus

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Healthcare: Are Companies Developing Zika Virus Treatments "Buys"? Mar 02, 2016

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The Zika Virus is a top healthcare concern globally, but investors might want to approach companies working on a Zika cure cautiously.

CG: Hilton Worldwide Announces Last Major REIT Spin-off; Lego Results Soar on Star Wars Mania Mar 01, 2016

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Hilton announced last week that it will be restructuring into three publicly traded entities, including one of the last REITs after Congress passed legislation in December barring the tax-free REIT spin-offs that had become popular with hotels, restaurants, and casinos. Meanwhile, Lego gets one step closer to the title of world’s largest toy company.

Financials: Why the Payments Industry Is Ripe for Disruption Feb 29, 2016

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Starting from the observation that the payments industry is dominated by the oligopoly of Visa, MasterCard and American Express, Gaby Lapera and John Maxfield talk about why it seems to be so prone to disruption.

Tech: Can LinkedIn Turn it Around? Feb 27, 2016

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Down over 35% since reporting earnings earlier this month, LinkedIn has some investors thinking about jumping ship. On this episode we break down the reasons for the dip and some growth drivers investors should keep an eye on.

Energy: Is It All Downhill For Energy? Feb 26, 2016

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To celebrate the energy sector’s 18th month of endemic misery, this week’s episode is all about the most ominous shadows looming on energy’s horizon.

Listen in to hear which three oil companies have done the worst in the last fiscal year; how a new court ruling in Nevada has put a serious wrench in SolarCity’s business model; how an upcoming filing by two defunct companies could set a seriously nasty precedent for the pipeline space; and, what may be oil’s biggest upcoming threat – electric cars.

Healthcare: Making Healthcare Great Again Feb 24, 2016

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Presidential candidates from both sides of the aisles have views on how they'll improve the healthcare system. In this episode of Industry Focus: Healthcare, Motley Fool's Kristine Harjes and Todd Campbell discuss the proposals and their potential impact on the sector.

CG: Deadpool and Autonomous Cars Revisited Feb 23, 2016

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We field listener questions this week. First, we learn about what $500 million of Deadpool box office receipts mean for Walt Disney. Then, we get into some gray area as we discuss the moral challenges governments and companies face as they try to put autonomous cars on the road.

Financials: Is 2016 the Year to Buy Mega-Bank Stocks? Feb 22, 2016

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In this episode of the Motley Fool’s Industry Focus: Financials podcast, host Gaby Lapera and analyst Jay Jenkins break down the forces driving big bank valuations today and try to read the tea leaves on where the market will push this industry next.

Tech: Get Ready For Ads on FB Messenger Feb 19, 2016

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Facebook announced plans to monetize its Messenger property beginning Q2 2016. We dig into the announcement, why investors should be happy, and why users shouldn’t be too worried about being overloaded by ads.

Energy: Is Warren Buffett's Stamp of Approval for Kinder Morgan a Good Sign for Investors? Feb 18, 2016

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The band is back together after a week off! This week, the energy team dives into the details of Berkshire Hathaway's purchase of Kinder Morgan and answer some listener questions about the move. Plus, dissecting the rumor mill about Saudi Arabia's production freeze and the woes of mining giants.

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