Industry Focus

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Energy: The UAW Strikes Against GM -- What It Means for Investors Sep 19, 2019

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On Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a period of strong profits during the recovery from the global financial crisis but facing significant upcoming investments in electric and autonomous vehicles as well as a slowing global automotive market. These conditions appear like the perfect recipe for what could be a prolonged strike. Motley Fool Senior Automotive Analyst John Rosevear joins the show to break down what we know about the strikes so far and what it means for the industry. Listen to the end for updates on the merger talks between Renault and Fiat-Chrysler and the latest EV announcements from European automakers.

Stocks Mentioned: GM, F, FCAU, VWAGY, DMLRY, POAHY, HMC

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Healthcare: Will Vaping Deaths Derail Marijuana Stocks? Plus, A New Treatment for Peanut Allergies Advances Sep 18, 2019

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A wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important hurdle, putting it on track toward an FDA approval. Can this medicine be a blockbuster or will safety concerns curb its appeal?

CG: What’s Next for the U.S. Grocery Industry? Sep 17, 2019

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It’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in Las Vegas. Fool contributor Daniel Kline reports from the show as he discusses what grocery chains face with host Shannon Jones. That includes making big dollar decisions on delivery, supply chain, automation and other areas.

Financials: The Future of Fintech - $280 Billion in Payments Revenue and More Sep 16, 2019

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A new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to take notice, and one new way Square is trying to capitalize on its growing payments platform. Plus, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss The Motley Fool’s new real estate investing brand Millionacres and share the latest stocks on their watch lists.

Tech: Apple’s Big Day Sep 13, 2019

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Tech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the news and what it means for Apple and the other streaming players.

Stocks: AAPL, NFLX

Energy: The Military’s Autonomous Future Sep 12, 2019

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Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials.

Stocks Mentioned: KTOS, BA, GD, HII, LMT, TXT

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Healthcare: How Doctors Treat Dementia and Lung Cancer Could Be About to Change Sep 11, 2019

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Acadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease. Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine.

Stocks: ACAD, LLY

CG: A Different Way to Play Retail Sep 10, 2019

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The retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list.

Stocks: SPG, MAC, TCO, BPR

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CG: A Different Way to Play Retail Sep 10, 2019

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Stocks: SPG, MAC, TCO, BPR

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Financials: Prudential’s Head of Retirement and the Last Stocks We Bought Sep 09, 2019

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In this week’s installment of Industry Focus: Financials, president of Prudential (NYSE: PRU) retirement Phil Waldeck talks with host Jason Moser and Robert Brokamp, CFP about the state of retirement in the United States and more. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into DocuSign’s (NASDAQ: DOCU) excellent quarter and the future growth potential of the company. Plus, in a brand new segment, Moser and Frankel each discuss the last stock each of them bought in their own portfolios and why. And finally, the pair give listeners the stocks that are at the top of their watch lists. All of this and more on this week’s episode.

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