Industry Focus

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Tech: Mailbag! Jul 12, 2019

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You asked, and we try to answer! We've got listener questions about:

- Why tariffs impact pure-play Chinese tech companies - What investors should make of Naspers attempt to spin out its Tencent ownership - If valuations have gotten a little too crazy for SaaS companies

Reminder -- if you have a question you want us to tackle, write in to industryfocus@fool.com.

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Energy: Brookfield Makes a Deal + The Biggest Energy IPO of 2019 Jul 11, 2019

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On this week’s episode, we’ve got another deal to break down, with Brookfield Infrastructure Partners announcing a plan to take Genesee and Wyoming Railroad private. Motley Fool Contributor Matt Dilallo joins the show to discuss what this latest transaction means for Brookfield and break down Rattler Midstream’s recent IPO, the largest energy IPO of 2019 so far and the first MLP to go public since 2017.

Stocks Mentioned: BIP, BAM, RTLR, FANG

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Healthcare: The Surprising Exit of Canopy Growth’s CEO Raises Questions About This Top Marijuana Stock Jul 10, 2019

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After building Canopy Growth into the world’s biggest pot stock, CEO Bruce Linton has been terminated by the company’s board of directors. Here’s what you need to know about his exit, the company’s future, and if Linton thinks Canopy’s still a top stock to buy. Also, the latest updates on promising new gene therapies that could revolutionize hemophilia A and hemophilia B treatment. Stocks: CGC, STZ, OGR, SGMO, BMRN, QURE

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CG: Will a Labor Dispute Derail Endeavor’s Upcoming IPO? Jul 09, 2019

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Endeavor, the world’s largest and longest running talent agency and owner of the UFC, recently filed its S-1 to go public. At the same time, an ongoing feud between the Writers Guild of America and major talent agencies, including Endeavor, has reached a fever pitch. Motley Fool Contributor Asit Sharma joins the show to break down the business, its prospects, and the threat posed by ongoing WGA dispute.

Stocks Mentioned: EDR (proposed ticker)

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Financials: Job Growth and Bank Earnings: What Investors Need to Know Jul 08, 2019

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The June jobs report shows that our economy is creating far more jobs than expected, and this could make the Federal Reserve hesitant to cut rates as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel CFP discuss the jobs report, the upcoming wave of bank earnings, and how these stories tie together. Plus, the pair discusses the downsides to the War on Cash and shares what stocks they’re watching now.

Bonus: IF Host Roundtable (Part 3) Jul 03, 2019

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Description: With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 3, we share our wish lists of companies we wish were public but aren’t, give our top stock to watch right now, and share our favorite 4th of July activities.

Stocks Mentioned: RGNX, ADBE, RDFN,

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Bonus: IF Host Roundtable (Part 2) Jul 02, 2019

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With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 2, we break down some of the biggest trends and news items in investing this year to decide whether they’re News, or Noise. Next, we take a look at some recent IPOs to determine whether investors should be saying Oh Yeah, or Oh No to these newly public companies.

Stocks Mentioned: PINS, ZM, UBER, LYFT, BYND

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Bonus: IF Host Roundtable (Part 1) Jul 01, 2019

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With the 4th of July holiday this week, we’re bringing all the Industry Focus Hosts together to break down the biggest stories of the year so far. In Part 1, we discuss the state of the stock market today, take a look at some indicators that could suggest where the economy is headed next, and dive into the antitrust rumors surrounding Big Tech.

Stocks Mentioned: FB, AMZN, GOOG, GOOGL, AAPL

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Tech: All Things Apple Jun 28, 2019

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It's been a big news week for Apple -- the company scooped up a self-driving start up, released new figures on Apple Music, and its design head is heading out. We break it all down on today's show.

Stocks: AAPL, SPOT

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Energy: United Technologies and Raytheon Look to Build an Aerospace Titan Jun 27, 2019

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Earlier this month, Raytheon and United Technologies announced a “merger of equals,” promising to create the world’s second largest aerospace company by total revenues. At the same time, United Technologies has also been preparing for the spinoff of its OTIS elevator and Carrier HVAC divisions. Motley Fool Contributor Lou Whiteman joins the show to break down these deals and more on this week’s episode of Industry Focus: Energy & Industrials.

Stocks Mentioned: UTX, RTN

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