Industry Focus

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Financials: Junior Achievement is Shaping Financially Savvy Students for Generations to Come Jan 21, 2019

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It’s Martin Luther King Jr. Day which means the markets are off today. It also means that Industry Focus listeners get a very special installment of Between Two Fools for today’s show as host Jason Moser sits down with Junior Achievement of Greater Washington’s Manager of Program Engagement Patti Senft. Listen in as Jason and Patti talk more about all of the great things Junior Achievement is doing all around the country today to give young people the knowledge and skills they need to own their economic success, plan for their futures, and make smart academic and economic choices. Click here to learn more about Junior Achievement of Greater Washington!

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Tech: Netflix Earnings & Snap Departures Jan 18, 2019

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Netflix's latest earnings release had some awesome subscriber numbers, but investors seemed preoccupied with the company's slight miss on revenue. On today's show we talk about why that's a mistake, and try to sift through all the news about beat up tech stock Snap.

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Energy: What's Up With Autos? Jan 17, 2019

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With the North American International Auto Show in full swing, we've seen a flood of news around US automakers. Motley Fool Senior Auto Analyst John Rosevear to break down all the latest news surrounding Ford, GM, and the global auto market.

Stocks Mentioned:F, GM, TSLA, VWAGY, HMC

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Healthcare: The Big News That's Moving Marijuana Stocks Higher Jan 16, 2019

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Canopy Growth is the first cannabis company to take advantage of a new path to do business in the U.S. Also, Aurora Cannabis preliminary financials show investors just how significant Canada's recreational market is for the industry, and Cronos Group's recent tie-up with tobacco giant, Altria, puts it in an envy-inspiring position. Stocks: CGC, ACB, CRON, MO, STZ

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CG: Is It Time to Bet on Casino Stocks? Jan 15, 2019

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Casinos have attracted activist attention in recent weeks, with Carl Icahn and others taking stakes in major US operators. Motley Fool analysts Asit Sharma and Nick Sciple discuss the latest trends in the casino industry, from sports betting to Las Vegas and Macau, and how they might be affected by expected legislative action. Make sure to listen to the end to hear our picks for the NFL games this weekend!

Editor's note: In the podcast episode and accompanying transcript above, our podcast team should have clarified that Caesars Entertainment's CEO Mark Frissora has agreed to remain in his position through the end of April 2019 while the company completes a search for his successor. The agreement can be extended for one month at the company's option.

Stocks Mentioned:CZR, MGM, LVS, WYNN, PDPYPY, TSG, SGMS, SJMHF, GXYEF, MLCO

Stories Mentioned:

Find Asit on Twitter @asitmap to check out his write-up on Caesar's Failed Sale-Leaseback Accounting

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Financials: Fourth-Quarter Bank Earnings: What We're Watching Jan 14, 2019

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It's that time again. The big banks are all set to report their fourth quarter earnings this week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors should be keeping an eye on, whether it's crunch time for Wells Fargo's leadership team, and a legal question about the War on Cash. And, we'll start things off with a very specialBetween Two Fools interview.

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Tech: Stocks for a Shaky 2019 Jan 11, 2019

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We tend to spend a lot of time talking about stocks with big growth stories and rich valuations to match. But with investors increasingly worried about market volatility, today we run through some solid defensive stocks for people looking to limit downside if the stock market turns south.

Stocks: VZ, ADBE, MSFT

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Energy: Revisiting our 2019 Roundtable and Mailbag Jan 10, 2019

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We return to our predictions from last week's episode to assess where we might have gone wrong in October and look forward to things to watch in 2019. Then, we go to the Industry Focus mailbag to answer your questions about renewable energy yieldcos, drones, solar energy, Kinder Morgan, 2019 stock picks, and a little non-stock discussion for those who listen to the end.

Stocks Mentioned:TERP, PEGI, NEE, BEP, VWDRY, AVAV, KMI, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

Utilities Speeding Up Coal Power Plant Closures (paywall)

Saudi Arabia's Latest Oil Production Cuts (paywall)

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Healthcare: 3 Biggest Stories At #JPM19 This Year Jan 09, 2019

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Bristol-Myers Squibb announced a mega-deal for biotech Goliath Celgene and Eli Lilly acquired precision-cancer drug developer Loxo Oncology for $8 billion at this year's J.P. Morgan Healthcare Conference. Also, Sage Therapeutics rolled out impressive data for a postpartum depression drug that caused its shares to skyrocket, too.

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CG: These Companies Are Proof Positive That There’s More to Retail Than Just Amazon Jan 08, 2019

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Latin American ecommerce leader Mercadolibre continues to prosper and its burgeoning payments business offers investors another way to invest in the global payments space. Meanwhile the long-term tailwinds in home improvement are growing stronger and Home Depot and Lowe’s are poised for success. Host Jason Moser and Fool.com contributor Asit Sharma dive deeper into these topics and also answer a listener email all on this week’s _Industry Focus: Consumer Goods_ show. Stocks: MELI, HD, LOW, AMZN

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