Industry Focus

Latest Episodes:

Financials: The Future of Banking: The Trends Investors Need to Know Sep 24, 2018

Show notes

Banking has evolved rapidly over the past decade or so, and this could just be the tip of the iceberg. Companies like Amazon.com (NASDAQ: AMZN) and Square (NYSE: SQ) could threaten the big banks’ dominance in some key areas, and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss some of the key trends, news stories, and future catalysts in the financials sector that investors should pay close attention to.

Healthcare: After Torching Shorts This Week, Is Tilray a Buy, Hold, or Sell? Sep 22, 2018

Show notes

Marijuana mania caused a significant pop and drop in Tilray shares this week, including a nearly doubling at one point on Thursday. Are we witnessing one of the biggest investing opportunities of our generation, or is this marijuana mayhem?

Tech: The New Device Bonanza Sep 21, 2018

Show notes

Apple and Amazon have some hot devices about to hit shelves -- some we expected... some we didn't. We walk through what the new iPhones and Apple Watches mean for Apple and what the new Echo devices and Alexa functionality means for Amazon, and how they work the overall strategy for each company.

Stocks: AMZN, AAPL, SONO

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Energy: A Turning Point for Oil Servicers? Sep 20, 2018

Show notes

We continue down the oil supply chain to discuss oilfield servicers. We break down the current state of the industry, assessing whether it is set to bounce back after a few troubled years for the industry, and discuss two of the largest companies in the space.

Stocks: HAL, SLB

Healthcare: How Biopharmas Battle for Billions Sep 19, 2018

Show notes

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

CG: Box Offices Chase the Subscription Business Model Sep 18, 2018

Show notes

We look at the highest grossing films and studios of 2018 before turning our attention to upstart ticketing service, MoviePass. While this first mover is struggling, the whole industry is quickly following in its footsteps. Stocks: DIS, HMNY, AMC, CNK

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Financials: Hurricane Florence: What Investors Need to Know Sep 17, 2018

Show notes

Hurricane Florence tore through the Carolinas this weekend, leaving billions of dollars of damage in its wake. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss how listeners can prepare, from both a personal finance and investment perspective.

Tech: Sector Shake-up Sep 14, 2018

Show notes

There's a big change a-coming. Tech stalwarts like Netflix, Facebook, and Alphabet are being recategorized by S&P and MSCI's Global Industry Classification Standard (GICS). We talk about why this is particularly important for the fund and ETF world, and what individual investors need to know.

Stocks: FB, DIS, NFLX, GOOG, GOOGL, VZ, T

Energy: Breaking Down the Frack Sand Industry Sep 13, 2018

Show notes

With the explosion of fracking across the United States, demand for fracking-related services is skyrocketing. We discuss the fracking sand industry, its role in the fracking process, and break down some of the biggest companies in the space.

Tickers Discussed: HCLP, SLCA

Healthcare: What I've Learned About Investing in Stocks Sep 12, 2018

Show notes

In her swan song episode, Kristine shares lessons she's learned about investing while hosting the healthcare show. VEEV ISRG ILMN TDOC