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    Business

    Industry Focus

    Healthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.

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    Latest Episodes:
    Financials: Earningspalooza Rolls On, JP Morgan Chase Puts Square in its Sights, & More! Oct 26, 2020
    Show notes

    Financials host Jason Moser and Motley Fool analyst John Maxfield cover the latest earnings reports from LiveOak Bank, Ameris Bancorp, and American Express. Then they take a look at JP Morgan Chase's efforts to take on Square as well as the news that more banks are releasing reserves and what that could mean for investors!

    Stocks: AXP LOB ABCB SQ PYPL JPM

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    Tech: Anti-Trust and Snap's Back Oct 23, 2020
    Show notes

    The Department of Justice filing an anti-trust lawsuit against Alphabet property Google was the tech story of the week. We unpack the DOJ's case, Google's response, and what shareholders should make of all of it. Then we talk about how Snap has quietly become a market beating stock and whether our opinion of the business has changed.

    Stocks: SNAP, GOOG, GOOGL

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    Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery Oct 22, 2020
    Show notes

    This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation.

    Stocks Mentioned: BA, LUV, AAL, UAL, AER, GE, AL

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    Wildcard: Health to 10X Wealth Oct 21, 2020
    Show notes

    We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them.

    Stocks: SMLR, DMTK, TRUP

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    CG: Is it Game On for GameStop? Oct 20, 2020
    Show notes

    Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business.

    Stocks: GME

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    Financials: Bank Earnings Recap: Who Are the Financial Sector Winners? Oct 19, 2020
    Show notes

    In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB).

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    Tech: Apple, Amazon, and K-Pop Oct 16, 2020
    Show notes

    We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS.

    Stocks: AAPL, AMZN

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    Energy: Defense Investing? It’s Classified Oct 15, 2020
    Show notes

    Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more!

    Stocks Mentioned: MANT, LDOS, BAH, PLTR, LMT, BA, NOC

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    Wildcard: Is It Game On for Unity Software? Oct 14, 2020
    Show notes

    On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more!

    Stocks: U TCEHY ADSK

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    CG: 2020’s Top Trends in Consumer Goods Oct 13, 2020
    Show notes

    Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020.

    Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA)

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