Industry Focus

Latest Episodes:

Financials: Buffett Just Fired His Elephant Gun -- Or Did He? Jul 06, 2020

Show notes

Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) just made its first investment of the COVID era by purchasing the natural gas assets of Dominion (NYSE: D). In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors need to know about it. In addition, hear about the latest efforts to force retailers to accept cash as a payment option and get the details on Wells Fargo's (NYSE: WFC) upcoming dividend cut. And finally, Frankel has his eye on Green Dot (NYSE: GDOT) while Moser is watching recent IPO Lemonade (NASDAQ: LMND) this week.

Check out more of our content here:

Energy: Bethany McLean on Chesapeake Energy and The Future of Fracking Jul 02, 2020

Show notes

On Sunday, Chesapeake Energy filed for Chapter 11 bankruptcy and the New York Stock Exchange began the process of delisting its stock. Financial journalist Bethany McLean is our guest this week to help break down how Chesapeake got to this point and what’s next for the industry, as well as the state of financial journalism today, Wirecard, and her collaboration with co-author Joe Nocera on an upcoming book about the coronavirus response in the United States.

**For those interested in learning more about the oil and gas industry today, I highly recommend Bethany’s book Saudi America: The Truth About Fracking and How It’s Changing the World -- Nick

Stocks Mentioned: CHK, CHKQ, EOG, WCAGY

Check out more of our content here:

StockUp, The Motley Fool's weekly email newsletter

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

Wildcard: A $500 Million Mirror Jul 02, 2020

Show notes

Earlier this week, news broke that apparel brand Lululemon is buying Mirror, maker of a sleek, smart, home fitness device.

The move connects a strong lifestyle brand and massive retail footprint with an upstart in a related and quickly growing category -- but does it make sense?

We dive into the deal, how Mirror could be a huge boon for Lululemon, and talk about competitor Peloton.

Stocks: LULU, PTON

CG: Reeling Restaurants Jun 30, 2020

Show notes

The recently released American Customer Satisfaction Index Restaurant Report has shown an evolution of a changing American restaurant experience, the most unexpected of which includes a recovery effort that may be dampened by worsening customer satisfaction. Join guest Dan Kline and host Emily Flippen to discuss this most recent report and what it means for investors in some of the most popular restaurant chains.

Check out more of our content here:

Financials:Stress Test Results Could Lead to Dividend Cuts -- Should Bank Investors Worry? Jun 29, 2020

Show notes

The Federal Reserve recently released the results of 2020 bank stress tests, and while no banks are in serious danger, some would see capital levels fall a bit too low for comfort in a prolonged and deep COVID-19 recession. As a result, the Fed issued a formula to govern bank dividends, and there's a real chance bank investors could see dividend cuts from some major financial institutions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the news and what it could mean for bank investors. Plus, Moser and Frankel answer a listener's excellent question on position size and share why they're watching Wells Fargo (NYSE: WFC) and American Express (NYSE: AXP) this week.

Check out more of our content here:

Tech: How $2 Billion Goes Missing Jun 26, 2020

Show notes

German payments darling Wirecard shocked investors everywhere last week when it announced that the company and auditors could not place over $2 billion in cash the company claimed to have.

Over the days that followed, the true story began to come into picture. In this episode, we unpack the apparent accounting fraud that brought down one of Europe's brightest tech stars and what investors can learn from it.

Stocks: WCAGY

Check out more of our content here:

Energy: Checking in On Housing Jun 25, 2020

Show notes

The housing market came roaring out of the gate in 2020, before coronavirus took the air out of the industry. Motley Fool Contributor Jason Hall joins the show to take a look at the current state of the housing market and share some housing stocks on his radar.

Stocks Mentioned: MTH, LGIH, NVR

Check out more of our content here:

Wildcard: DraftKings, Flutter, and the State of Online Gaming Jun 24, 2020

Show notes

Online gambling stocks have been on a tear this year as excitement builds around sports betting legalization in the United States. Motley Fool Contributor Luis Sanchez joins the show to break down the state of the industry today and some of the major players.

Stocks Mentioned: DKNG, PDYPY, GAN, PENN, MGM, WIMHY, LON:GVC

Check out more of our content here:

StockUp, The Motley Fool's weekly email newsletter

Podcasts

Youtube

Twitter

Reach us by Email @ IndustryFocus@fool.com

CG: What The Next Wave of Retail Bankruptcies May Look Like Jun 23, 2020

Show notes

Motley Fool contributor Dan Kline joins Host Emily Flippen to discuss what companies may fall victim to the next wave of retail bankruptcies.

Stocks to watch: CEC, AMC, BBBY, ASNA, GME, BBY.

Check out more of our content here:

Financials: Investing in Recessions and The Latest News in the J.C. Penney Bankruptcy Jun 22, 2020

Show notes

The U.S. economy entered a recession in February for the first time in over a decade. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why it's so important for investors to stick to their long-term plans, even in scary times. Plus, reports indicate that Simon Property Group (NYSE: SPG) and Brookfield Property Partners (NYSE: BPY) are in discussions to purchase bankrupt department store chain J.C. Penney, and the reason might not be what you think. Finally, hear why Frankel is watching Seritage Growth Properties (NYSE: SRG) after the recent sell-off, while Moser has his eye on Nike (NYSE: NKE) this week.

Check out more of our content here:

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected