Industry Focus

Latest Episodes:

Energy: Will China’s Intelligent Highway Pave the Way to the Future Apr 19, 2018

Show notes

We tackle a host of news items in Oil and Gas including; British Columbia halts development of the TransMountain pipeline, consumers face high prices at the pumps, and China’s new intelligent highway will be able to charge electric vehicles as they drive. We also pitched two stocks we’re currently working.

Healthcare: A Surprising Reversal for Alkermes, Celldex's Super Bad News, and J&J's Q1 in Review Apr 18, 2018

Show notes

Alkermes’ ALKS-5461 gets a do-over, Celldex's lead drug is a bust, and the good and bad of Johnson & Johnson's Q1 earnings report.

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CG: Dissecting a “Weak” Year for Ulta Beauty Apr 17, 2018

Show notes

Down about 20% from its all-time highs, Ulta stock has seen dampened investor enthusiasm after an otherwise amazing 10-year run as a public company. Listener Joseph wants to know why Ulta stock has struggled as Estee Lauder, another major name in skincare and cosmetics, soars to new all-time highs.

Financials: Breaking Down Big Bank Earnings Apr 16, 2018

Show notes

Now that the “big four” U.S. banks have reported earnings, let’s take a look to see what investors need to know.

Tech: What Would You Pay for Facebook? Apr 13, 2018

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There have always been rumors of a paid version of Facebook. Recent comments from Mark Zuckerberg and Sheryl Sandberg prove its something management has been thinking about, but what would it actually look like?

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Energy: Two Tumultuous Stocks – Are They Still Buys? Apr 12, 2018

Show notes

NV5 and Pattern Energy Group have both been previously pitched on the show. And, both stocks have had a tumultuous time over the past few months. We discuss if recent events have changed the fundamental thesis for each.

Healthcare: What Was Biogen Thinking? Apr 11, 2018

Show notes

Biogen misses out on a huge deal that Novartis completed with AveXis. Plus, Incyte's phase 3 implosion, and what it means for immuno-oncology more broadly.

CG: Estee Lauder Stock Surges on the Back of Prestige Branding Apr 10, 2018

Show notes

The $55 billion skincare and make-up giant has seen its shares gain nearly 80% in the past year as robust top and bottom line growth attract investors to the company. For the first time on Industry Focus, we look at Estee Lauder’s impressive brand portfolio, latest results, and management’s vision for the future.

Financials: 3 Financial Sectors Vertically Integrating Apr 09, 2018

Show notes

We’re often told to focus on one thing and do it well – but in today’s episode, we cover three sectors (banks, REITs, and insurers) where businesses may be going in the opposite direction, preferring to try and own more of the value chain. Understanding the tradeoffs between specialization and diversification is key to investing smart in these sectors.

Tech: Spotify's Hot Start Apr 06, 2018

Show notes

Shares of the music streamer are now on the market! With a ballpark on The Street's view of what the company is worth, we try a few different angles to put its valuation into context.

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