Industry Focus

Latest Episodes:

Tech: Over OLED? Jun 01, 2018

Show notes

We answer a listener question about Universal Display. After seeing revenues surge in 2017, the company has come back to earth in 2018. Does that make it a good time to buy in, or should investors stay away? Stocks: OLED, AAPL

Energy: Is There Light at the End of the Tunnel for GE? May 31, 2018

Show notes

The past twelve months haven’t been kind to GE shareholders. The stock has lost almost half its value as creative accounting practices, a seriously underperforming power segment, and charges related to its legacy insurance business have undermined investor confidence. We talk about recent events, financial results, and how the turnaround plan is going.

Healthcare: The One Big Thing to Watch at ASCO 2018 Next Week May 30, 2018

Show notes

Precision medicines from Loxo Oncology and Blueprint Medicines could take center stage at the most important cancer conference of the year. Also, here’s why Abiomed’s shares have doubled in 2018. (LOXO) (BPMC) (ABMD)

CG: Can Lowe’s Play Catch-up Under New Leadership? May 29, 2018

Show notes

After years of playing of second fiddle to Home Depot, Lowe’s recently tapped J.C. Penney CEO Marvin Ellison to help usher the brick-and-mortar retailer into the future. While the home improvement space has resisted competition from online players, neither of the industry leaders are strangers to innovation and change. The cast also covers the latest updates from the Walt Disney and Fox acquisition. Stocks: LOW, HD, DIS, FOX, FOXA, CMCSA

Tech: PayPal Goes Shopping, and the Competition Heats Up May 25, 2018

Show notes

It's been a busy few months for PayPal. The company just spent $2.2B on "the Square of Europe" and competitors are starting to mount an attack against the company's One Touch approach. How should investors be feeling about it all? Stocks: PYPL, SQ, MA.

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Energy: What’s the Buzz About Drones? May 24, 2018

Show notes

The FAA received 149 proposals for its Unmanned Aircraft Systems Integration Pilot Program and selected 10 from different cities across the U.S. The winning cities, partnered with big-name businesses, will work with the FAA to develop testing zones and develop regulations.

Healthcare: Top MedTech Stocks in Diabetes May 23, 2018

Show notes

It’s not just drugmakers disrupting this massive market, medical device makers are pocketing billions of dollars, too. Here’s what you should know about Medtronic, Abbott Labs, Dexcom, Insulet, and Tandem Diabetes. (NYSE: MDT)(NYSE: ABT)(NASDAQ: DXCM) NASDAQ: PODD)(NASDAQ: TNDM).

CG: Major Esports Leagues Make Their Debut in 2018 May 22, 2018

Show notes

We officially welcome esports to the “major leagues” as the biggest game developers promote, expand, and monetize the multi-player competitions for some of their best-selling titles. From viewership ratings to multi-million dollar deals and professional gamers on contracts, we cover the latest milestones for this fast-growing industry. Stocks: ATVI, EA, TTWO, NVDA, AMD

Financials: 3 Top Stocks to Invest In the War On Cash May 21, 2018

Show notes

Cash is being used less and less, and these three companies could be big winners.

Tech: Two All-in-One Tech Companies May 18, 2018

Show notes

Tencent and MercadoLibre both have leading positions in their markets and offer investors exposure to a ton of major tech trends, making them greater starter stocks for folks looking for international exposure.

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