Industry Focus

Latest Episodes:

CG: The Undisputed King of Live Entertainment Sep 11, 2018

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With events and artists from all over the world, Live Nation has established a firm grip on the live events industry by bringing talent management, venue operations, and a ticketing platform all under the same roof. We take a look at the company’s sprawling empire, including the regulatory attention it has attracted. Stocks: LYV, MSG

Financials: The 3 Best-Performing Financials Stocks of 2018 (So Far) Sep 10, 2018

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The leaders of large-cap financials have been a data company, a subprime lender, and a unique banking institution.

Intro: The financials sector hasn’t been a great performer so far in 2018, underperforming the S&P 500 by more than six percentage points. However, there are some stocks in the sector that have done extraordinarily well. Here’s why Morningstar (NASDAQ: MORN), Credit Acceptance Corp. (NASDAQ: CACC), and SVB Financial Group (NASDAQ: SIVB) have all risen by more than 35% so far this year.

Tech: Semiconductor Stocks Sep 07, 2018

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We tackle one of the more technical tech spaces -- semiconductors -- and do a runthrough of what the industry looks like, how trends like AI, driverless cars, and gaming are boosting demand, and who the major players are.

Stocks: NVDA, INTC, AMD

Energy: How to Invest in the Home Sector Sep 06, 2018

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Real estate is, to put it mildly, a BIG part of the US economy. In this episode, we cover some of the major ways to invest in companies providing services to homeowners -- from homebuilding to maintenance. Major tickers: NVR, LGIH, MTH, HD, LOW, TTS, LL, TREX

Healthcare: MannKind's Back from the Brink Sep 05, 2018

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A new cash lifeline from United Therapeutics buys the diabetes drugmaker more time to increase sales of its inhaled insulin. Also, make-or-break news is fast approaching for cardiovascular drugmaker, Amarin. MNKD, UTHR, AMRN

CG: Coca-Cola Wants a Piece of This $570 Billion Market Sep 04, 2018

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On Aug. 31, Coca-Cola announced that it would acquire Costa, a coffee business with thousands of retail storefronts and vending machines stretching from the U.K. to China. Combined with Coke’s industry-leading scale and distribution, the $5.1 billion buyout will help the company tap into the growing coffee industry. Stocks: KO

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Financials: Venmo, Zelle, and Square Cash: How They Work and How They Make Money Sep 03, 2018

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Here’s a look at the three leading person-to-person payment apps and where they could be heading in the future.Person-to-person (P2P) payments have surged in popularity in recent years, and three leaders have emerged – PayPal’s (NASDAQ: PYPL) Venmo, Zelle, and Square’s (NYSE: SQ) cash app. In this episode of Industry Focus: Financials, host Shannon Jones and Fool.com contributor Matt Frankel discuss the three industry leaders and how their surge in popularity could translate into big profits in the future.

Tech: Amazon's Next Big Moneymaker Aug 31, 2018

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AWS is so last year. Today, we talk about how ads are going to push Amazon even further into profitability, and how that could spell trouble for Alphabet's Google and Facebook.

Stocks: AMZN, FB, GOOG, GOOGL, ROKU.

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Energy: Tesla's Rollercoaster Ride Aug 30, 2018

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Tesla has been on a wild ride for the past month after CEO Elon Musk discussed potentially taking the company private -- and then ultimately opted not to. We tell the story and dive into the details to help you better understand where the company stands today. (Primary ticker discussed: TSLA)

HL: Healthcare: Time to Buy 3D Printing Stocks Again? Aug 29, 2018

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Growing use of 3D printing in healthcare is driving sales higher at 3D Systems. Could this disruptive company be a bargain-bin buy?

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