Industry Focus

Latest Episodes:

Energy: Why Did Shell Throw in the Towel on the Canadian Oil Sands? Oct 30, 2015

Show notes

Oil sands are becoming more common in the energy sector, and with the amount of work it takes to clean these sands, it's no wonder the cost is so high. Shell not only dropped out of the Arctic after building up all the hype, but now they're letting go of oil sands projects, citing the company's business structure as the problem.

All the while, a "cash crunch" is enveloping the Fab Four in the oil and gas sector, but although these numbers are huge to a layperson, their cash reserves seem to be singing a different tune.

Healthcare: Walgreens Shows its Hand, Scoops Up Rite Aid Oct 28, 2015

Show notes

This week we're discussing Walgreens acquiring Rite Aid. Did this retail pharmacy giant play its cards right? Does an overlapping footprint mean the two retail pharmacies will step on each other’s toes? Tune in to find some answers.

Consumer Goods: Wal-Mart Takes Aim at Amazon’s Delivery Drones Oct 28, 2015

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As the king of retail recognizes its growing reliance on online sales, the company plans to experiment with drones to beat Amazon at its own game.

On this episode we also learn how Cheesecake Factory serves up continued success, we preview Buffalo Wild Wings' earnings release and discover a retailer who says "no" to the Black Friday shopping craze.

Financials: Understanding Competitive Advantage Oct 27, 2015

Show notes

"Competitive Advantage" is the book where economy guru Michael Porter outlines the way to review, research, and plan when assessing an industry for a potential investment.

With big names investors such as Warren Buffett using competitive advantage as a guideline prior to investing, it's quite obvious that success is found when these tools are used.

Tech Earnings: Amazon and Google Go Bonkers Oct 23, 2015

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Google and Amazon both had impressive earnings releases this week and the market sent both stocks up 10% after hours. On this episode of Industry Focus we walk through the numbers and see what segments drove growth for each company.

Energy: What Does the Commodity Crash of 2015 Mean for Your Portfolio? Oct 23, 2015

Show notes

Glencore is known as a giant in the commodities sector, but their recent bout of bond needs has left investors fearing the worst outcome for the company.

Meanwhile, Petrobras is trying to save face as Brazilian currency takes a dive, and Tyler has a favorite stock, Enterprise Products Partners; but there's a fun fact behind this company that might have you jumping on the investment train as well.

Reshaping the Patient Healthcare Experience Oct 21, 2015

Show notes

Our guest Michael O’Neil, CEO of GetWellNetwork, shares how his company is boosting outcomes and improving experience through patient engagement.

Consumer Goods: Investors Turn Bullish on Major Announcements from Yum! Brands and Weight Watchers Oct 20, 2015

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From a division spin-off to a major celebrity partnership, investors are buying up shares of these consumer goods companies with the hope that they have found the solution to years of underperformance.

Bank Earnings: Q3 2015 Oct 19, 2015

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On today's episode we take a look at the performance of a few "too big to fail" banks in the most recent quarter.

Technology: Dude, You’re Getting a $67 Billion Buyout Oct 17, 2015

Show notes

Dell’s $67 billion purchase of EMC stands to be the largest acquisition in tech history, but will we look back in a few years and say it was money well spent?

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