Industry Focus

Latest Episodes:

Energy: The Tesla Paradox Record Revenue and Widest Loss Feb 22, 2018

Show notes

We grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.

Healthcare: Warren Buffett’s Surprising New Buy Feb 21, 2018

Show notes

Despite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?

CG: Investing on the High Seas With Cruise Stocks Feb 20, 2018

Show notes

Our coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.

Tech: Delisting Specifics Feb 16, 2018

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What exactly does it mean when a stock is being delisted, and what should investors watch for in the microcap space? We tackle those questions and talk about the benefits of listing in the first place!

Energy: Big Oil Earnings – The Good, the Bad, and the Ugly Feb 15, 2018

Show notes

Oil earnings for 2017 were a mixed bag with U.S. giants Chevron and Exxon Mobil lagging their peers. We discuss the themes of the earnings season and the shareholder returns fever that has gripped the industry as big oil competes for investors dollars.

Healthcare: Our Gold Medal Winners Feb 14, 2018

Show notes

Johnson & Johnson, AbbVie, and Veeva are three gold medal winners in this year’s Motley Fool healthcare Olympic roundtable -- can you guess the other three? Hint: One’s a marijuana stock.

CG: What Will Retailers Do With Billions in Corporate Tax Savings? Feb 13, 2018

Show notes

For years, retailers have paid some of the highest effective tax rates in the business world. With the corporate tax rate reduced to 21%, we look at how major companies are taking advantage of this windfall.

Financials: Wells Fargo, U.S. Bank, And A Look at Commercial Banking Feb 12, 2018

Show notes

In part three of our banking series, Industry Focus: Financials dives into commercial banking and the two largest U.S. commercial banks – Wells Fargo and U.S. Bancorp.

Tech: The In(dex) Crowd Feb 09, 2018

Show notes

The S&P 500 might be one of the most cited financial barometers out there, but what does it take for a stock to make it into the index? We talk about the requirements, how inclusion benefits companies, and how the index may change a major trend in tech stocks.

Energy: Competition Between Boeing and Airbus Heats Up Feb 08, 2018

Show notes

2017 was a record setting delivery year for both planemakers. With upwards of 8-year backlogs investors are paying close attention to on-time delivery numbers and, by this metric, one of the two takes the win.

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