Industry Focus

Reach us by Email @ IndustryFocus@fool.com

Tech: Bargain Bin Buys and Bottomed Out Businesses Sep 25, 2020

Show notes

After spending the past few weeks running through software stocks with nosebleed valuations, we're bringing it back down to earth with some cheap stocks to watch.We run through how we think about "cheap" and why IBM, Intel, Blackberry, and Electronic Arts might be interesting for folks looking to avoid the high flyers.Stocks: IBM, INTC, BB, EA

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Energy: The Nikola Saga Sep 24, 2020

Show notes

It’s been a wild 6 months for Nikola Motors, going from the leader of the EV SPAC boom to having its stock cut in half following the publication of fraud allegations in a shortseller report authored by Hindenburg Research. Motley Fool Senior Auto Analyst John Rosevear joins the show to break down the Nikola saga from start to finish and share his thoughts on where the business might go from here.

Stocks Mentioned: NKLA, GM, CNHI, BP, TSLA

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Wildcard: GoodRx - Prescription for Profit? Sep 23, 2020

Show notes

What if I told you there's a business growing sales over 40% with 90%+ gross margins and it's profitable?Today we dive into prescription middleman and recent IPO GoodRx.Stocks: GDRX

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

CG: A discount winner and a beverage contender. Sep 22, 2020

Show notes

Ollie's Bargain Outlet has been one of the big success stories of the pandemic which has brought some attention to the sometimes overlooked retailer. Keurig Dr. Pepper also sometimes flies under the radar and the current health crisis has also shined a light on the beverage brand. Emily Flippen is joined by Daniel Kline on this episode of Industry Focus: Consumer Goods to take a look at the discount store and to tell you how the beverage maker is doing and whether K-Cup sales exploded while we're all stuck at home.

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Financials: Is This Real Estate SaaS Company Worth Buying? Sep 21, 2020

Show notes

In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at AppFolio (NASDAQ: APPF), a software-as-a-service company that offers a subscription-based solution for the property management industry. Plus, hear why Matt has Bank of America (NYSE: BAC) at the top of his watch list this week, while Jason is looking closely at Darden Restaurants (NYSE: DRI) ahead of earnings.

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Tech: JFrog and the September Blizzard Sep 18, 2020

Show notes

Snowflake wound up getting all the headlines this week, but another company hopped into the market -- JFrog.This dev ops business needs some decoding, we break down who they are and what they do, why their financials are incredibly attractive and whether it might be worth its rich valuation.Stocks: FROG

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Energy: Daniel Yergin on Energy, Climate, and Geopolitics Sep 17, 2020

Show notes

This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict between the U.S. and China, how U.S. shale has impacted international relations, what the coming energy transition might look like, technologies that will impact the future of energy, how the COVID-19 pandemic has impacted energy markets, and more. We hope you’ll enjoy our conversation.

Stocks Mentioned: TSLA, BP

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

Wildcard: Has Teladoc Health Met Its Match? Sep 16, 2020

Show notes

On this week’s episode of Industry Focus: Wildcard Wednesday, telemedicine is having a big year so far and host Jason Moser and Motley Fool analyst Brian Feroldi dig into AmWell's recent S-1 filing as the company prepares to go public and stake its claim on this growing market opportunity. AMWL TDOC LVGO

Check out more of our content here:

Reach us by Email @ IndustryFocus@fool.com

CG: Overlooked and Overstocked Sep 15, 2020

Show notes

Join Motley Fool Contributor Dan Kline and Host Emily Flippen to discuss a motley collection of retail stocks that have largely been overlooked by the market, despite dramatic years. Stocks: JCPenny (JCP), Overstock (OSTK), Lowes (LOW), AtHome (HOME) Thanks to Motley Fool member Sean for today’s title!

Check out more of our content here: