Industry Focus

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Energy: EV IPO Mania Aug 27, 2020

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2020 has been a massive year for electric vehicles. Tesla and Nio have made new to all time highs, and Nikola Motor helped kick off an epic SPAC boom this summer. While Nikola Tesla’s namesake companies have dominated the headlines, we’ve seen a number of smaller EV companies come public, or announce plans to do so. At the same time, the market has rediscovered some EV-related stocks that had been public for years. Motley Fool Senior Auto Analyst John Rosevear joins the show this week to help shed some light on some of these less well-known EV players.

Stocks Mentioned: XPEV, LI, HCAC.U (Future CNOO), DPHC (Future RIDE), WKHS, NIO, TSLA, GM, VWAPY, SHLL

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Wildcard: The Tesla of Medical Imaging? Aug 26, 2020

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Today we bring you one of the riskiest companies we’ve ever discussed on the show -- Nanox. This imaging company is trying to upend the industry by giving its products away for FREE. We talk about the potentially transformational technology and business model behind the company. Stocks: NNOX Producer Note: Due to technical issues we used our backup audio from Zoom.

CG: Serving the Underserved: Looking at Underrated Consumer Goods Companies Aug 25, 2020

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We’ve taken a look at some of the most prolific and popular consumer goods stock since the outbreak of COVID-19, but what about some underserved winners? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to “serve the underserved” and take a deeper look at some of the most underrated consumer goods companies on the market today. Stocks: Ross (ROST), Boston Beer (SAM), Scotts MiracleGro (SMG), Mattel (MAT)

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Financials: Splits, Shorts, and Refinances: What Investors Need to Know Aug 24, 2020

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Tesla (NASDAQ: TSLA) and Apple (NASDAQ: AAPL) are about to split their stocks, and both have been rocketing higher since making their announcements. Is a split really a meaningless numbers game, or does it add actual value for investors? Also, reports are showing that short-selling is at a 15-year low, and host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what it means for the stock market and investors in general. Finally, the pair discusses an unpopular cost increase set to hit mortgage refinancers, and talk about why Rocket Companies (NYSE: RKT) and Bill.com (NASDAQ: BILL) are on their radar this week.

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Tech: Valuation, TAM, Margin of Safety, and More! Aug 21, 2020

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We go into the Twitter mailbag to talk about different ways to look at a company's valuation, how to gut-check huge total addressable market figures, and ways to bring margin of safety thinking into your investment decisions.

Stocks: AMZN, PINS, UBER

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Energy: Down with Coal, Up with Renewables Aug 20, 2020

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According to the U.S. Energy Information Administration (EIA), 2020 is projected to be the first year the United States will produce more electricity derived from renewable sources will that it produces with coal. What does that mean for investment opportunities in renewable energy? Motley Fool contributor Jason Hall joins the show to share his take, as well as his elevator pitch for Vestas Wind Systems.

Stocks Mentioned: VWDRY, BEP, BEPC, AY, CWEN, CWEN.A

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Wildcard: China Tech w/ Rui Ma of TechBuzz China Aug 20, 2020

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Chinese tech is in the news lately, with President Donald Trump teasing bans of Chinese apps. Special guest Rui Ma, co-host of the TechBuzz China podcast, joins The Motley Fool’s Ben Ra and Nick Sciple to discuss the state of Chinese tech today, paying special attention to fast-growing Chinese tech companies Pinduoduo and Bytedance (parent company of TikTok).

Stocks Mentioned: PDD, TCEHY, BABA

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CG: Breaking Down the Earnings Barriers: Walmart, Home Depot, and Kohls Aug 18, 2020

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In this episode of Industry Focus: Consumer Goods, Dan Kline, and Emily Flippen discuss strong earnings report across the consumer goods industry including Walmart, Home Depot, and Kohls, plus give an earnings preview for Target. How has foot traffic improved Home Depots sales, and is it sustainable? Plus, what does a premium Walmart subscription mean for Walmart’s growth in the future? Dan and Emily tackle these questions and more in today’s episode.

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Financials: Here's What Warren Buffett is Buying and Selling Aug 17, 2020

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Warren Buffett-led conglomerate Berkshire Hathaway (NYSE: BRK.A)(NYSE:BRK.B) recently released its latest snapshot of its stock portfolio, and to say that the second quarter was an active one would be an understatement. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the Oracle of Omaha's latest moves, including dramatic reductions in JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), and other bank stocks, as well as an addition to Berkshire's favorite REIT, STORE Capital (NYSE: STOR). And with the addition of Barrick Gold (NYSE: GOLD), has Buffett changed his tune on precious metals? Plus, the pair discusses the current record-low mortgage rate environment and whether it might make sense to refinance your home. All this and our latest stocks to watch on this week's installment!

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