Industry Focus

Latest Episodes:

CG: Media Stocks in the Spotlight Jul 31, 2018

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From the $71 billion deal between Walt Disney and 21st Century Fox to The New York Times’ envious subscriber growth, we check in on some of the leading names in the media industry. Stocks: DIS, FOX, CMCSA, NYT

Financials: Visa vs. Mastercard: Which is the Better Buy Now? Jul 30, 2018

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Both payment processors have grown tremendously, but which is the best to invest in now?

Technology: Spotify & Facebook's Historic Drop Jul 27, 2018

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Facebook's massive post-earnings sell off caught the market off guard, but should investors have been so surprised? We tackle that, and Spotify's second report as a publicly traded company.

Energy: Defense Sector Investing 101 Jul 26, 2018

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We go back to basics in this episode on the U.S. defense sector. We discuss the history of the industry, what investors need to know about the current climate, best stocks to invest in and why. Stocks mentioned: Boeing (BA), Northrop Grumman (NAC), Raytheon (RTN), General Dynamics (GD), Leidos (LDOS), CACI International (CACI), ManTech (MANT), Booz Allen Hamilton (BAH).

Healthcare: Eli Lilly’s Big Announcement, Plus GlaxoSmithKline Cozies Up to 23andMe Jul 25, 2018

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It’s big pharma week! First, we discuss Eli Lilly’s second quarter earnings and its decision to spin-off its animal health business. Then, we explain why GlaxoSmithKline became an investor in the DNA screening company, 23andMe.

CG: Does BJ’s Have What It Takes to Compete With Costco? Jul 24, 2018

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BJ’s Wholesale Club is up 50% from its June IPO, with investors encouraged by improving growth and profitability trends. But BJ’s large rival sets a high bar for the industry. We also look at Calavo Growers, which has delivered incredible long-term returns thanks to its main staple - avocados. Stocks: CVGW, BJ, COST

Financials: Strong 2Q Earnings From Two Leading Investment Banks Jul 23, 2018

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Goldman Sachs and Morgan Stanley both had excellent growth in the second quarter.

Tech: Salute Your Shorts Jul 20, 2018

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Short sellers are often characterized as speculators and manipulators, but they play an important role in the financial markets. We run through why shorts are important, but also why the average investor should probably stay away from shorting stocks.

Energy: This Specialty Glass Maker Has a Sparkling Future Jul 19, 2018

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We take a deep-dive into a stock in our own portfolios: Corning (GLW). We cover the history of the company, its recent underperformance, our appreciation for its long-term focused management team, and why it’s set for growth. Stocks mentioned: Corning (GLW).

Healthcare: A Brewing Battleground in Epilepsy Jul 18, 2018

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A new spin on an old drug could dent demand for Epidiolex, a marijuana-based epilepsy drug. Plus, here's how important Medicare and Medicaid are to UnitedHealth Group's profits.

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