Industry Focus

Latest Episodes:

Energy: Peak Oil? Not Yet, Says IEA Mar 08, 2018

Show notes

We begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!

Healthcare: How Biopharmas Battle for Billions Mar 07, 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: A Mid-Cap Stock Medley With POOL and SPB Mar 06, 2018

Show notes

We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.

Financials: Investing in Foreign Banks: What You Need to Know Mar 05, 2018

Show notes

There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.

Tech: Dropbox, Hot Stock? Mar 02, 2018

Show notes

After 11 years of being a private company, unicorn DropBox has decided to go public. We go through the cloud company’s prospectus and see what we like and don’t like about the business ahead of the upcoming IPO.

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Energy: Can We Really Expect $1.5 Trillion in Infrastructure Spending? Mar 01, 2018

Show notes

We get expert opinion from Eugene Mulero of Transport Topics on the President’s proposal for infrastructure spending. We discuss doubts and concerns with the plan, and an alternative – more likely – timeline.

Healthcare: Apple's Cure for Soaring Costs? Tech-Savvy Healthcare Clinics Feb 28, 2018

Show notes

The Cupertino company plans to open healthcare clinics that will rely heavily on its technology. Also, Gilead Sciences partners with Sangamo Therapeutics on gene-editing.

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CG: General Mills Spends $8 Billion on Its Latest Brand Addition Feb 27, 2018

Show notes

With revenue trending downward for several years running, General Mills is focused on stabilizing the top line, and management hopes that buying into a whole new industry will do the trick. Blue Buffalo Pet Products is the leader in natural pet foods, but will its double-digit top line growth be enough to move the needle?

Financials: Warren Buffett’s 2017 Shareholder Letter Feb 26, 2018

Show notes

Financials takes a look into the latest letter The Oracle of Omaha wrote for Berkshire Hathaway’s shareholders.

Tech: So What'd I Miss? Feb 23, 2018

Show notes

February was a busy month for tech earnings -- today we backtrack to look at results and news for Snap and Twitter.