Industry Focus

Latest Episodes:

Financials: Square’s New CFO and Our Favorite Investing Books for 2019 Jan 08, 2019

Show notes

Square (NYSE: SQ) recently hired a new CFO, eliminating the uncertainty that had been swirling since Sarah Friar stepped down in late 2018, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP give their takes on the news. Plus, we’ll share our favorite investing books for the new year and discuss a classic portfolio allocation debate. All this and more on this week’s episode.

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Tech: One Bad Apple? Jan 04, 2019

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Apple has had a rough week:

- CEO Tim Cook wrote a letter to shareholders walking back the company's previous quarterly guidance, erasing $7B in expected revenue. - Netflix is making moves to try and claw back some of its subscription revenue from the iTunes store. - iPhone 7 and 8 sales are being blocked in Germany.

With shares down big this week, should investors be worried about one of the world's largest tech companies?

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Energy Roundtable: Trends to Watch in 2019 Jan 03, 2019

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Description:Motley Fool contributors Tyler Crowe, Jason Hall, and Matt Dillalo join host Nick Sciple for a roundtable discussion on trends to watch in energy for 2019. They break down whether oil can reach $100 in 2019, midstream players to watch as Permian takeaway constraints subside, opportunities in the liquefied natural gas (LNG), and things to watch in renewable energy in the coming year. This episode was pre-recorded on October 4, 2018.

Stocks Mentioned:BIP, BEP, KMI, PAA, OKE, PSXP, COP, RDS-A, RDS-B, TELL, LNG, NEXT, VSLR, RUN, TERP, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

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Healthcare: Top Performing Stocks of 2018 -- Can They Continue in 2019? Jan 02, 2019

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These healthcare stocks crushed the S&P 500's return last year, but that doesn't necessarily mean they'll be top performers in 2019 too. Stocks: TNDM, AMRN, ABMD, MRK

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Financials: Our Boldest Predictions for Investors in 2019 Dec 31, 2018

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Here’s what we think could happen next year, and how it could affect investors. None of us has a crystal ball that allows us to predict what the economy and stock market will do, but it’s still fun to make predictions. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP and host Jason Moser discuss some of their boldest predictions for 2019 and what they could mean for investors. From the Fed’s interest rate moves to tech giants potentially acquiring some of our fintech favorites, there’s a lot that could happen, and we’ve got you covered.

Bonus: 2018 All Hands Roundtable Pt 3 Dec 28, 2018

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We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang talks about stocks to watch in 2019, makes a few reckless predictions, and closes out the conversation with their resolutions for the upcoming year.

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Bonus: 2018 All Hands Roundtable Pt 2 Dec 27, 2018

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We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down some cautionary tales from 2018, some stories investors might have missed, and the best turnarounds from the past year.

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Bonus: 2018 All Hands Roundtable Pt 1 Dec 26, 2018

Show notes

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down what defined 2018 in each sector, the best debuts of 2018, and the leaders that shined in the past year.

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Tech: What's Got Video Game Stocks Down? Dec 21, 2018

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2018 hasn't exactly been a banner year for the stock market, but it's been particularly rough for video game publishers like Electronic Arts and Activision Blizzard -- both stocks are down 25% year-to-date. On this episode we explain why these stocks have fallen so much and why 2019 could be kinder to them.

Stocks: EA, ATVI, TTWO

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Energy: (Almost) Everything You Need to Know About Investing in Solar Energy Dec 20, 2018

Show notes

Motley Fool analysts Jason Hall and Nick Sciple break down the recent news in the oil market coming out of OPEC and break down the important industries and trends affecting solar energy today.

Stocks Mentioned:TSLA, FSLR, HQCL, JKS, CSIQ, SPWR, SEDG, ENPH, NEP, BEP, PEGI, TERP

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

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