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Motley Fool Industry Focus

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Healthcare, technology, energy, consumer goods and more. Every day our analysts break down a specific industry and the stocks making headlines.

Healthcare, technology, energy, consumer goods and more. Every day our analysts break down a specific industry and the stocks making headlines.
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Alexandria, VA

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Motley Fool

Description:

Healthcare, technology, energy, consumer goods and more. Every day our analysts break down a specific industry and the stocks making headlines.

Language:

English

Contact:

The Motley Fool 2000 Duke St., Fourth Floor Alexandria, VA 22314 703-838-3665


Episodes

Tech: Checking in on IPOs

5/17/2019
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We've got our hands on the first report for recently public Pinterest! We dive in and try and figure out why the stock sold off 10% after earnings, and check in on 2018 IPOs Upwork and Docusign to see how they're faring after their first year on the market. Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:19:54

Energy: A.O. Smith, Hot Stock or in Hot Water?

5/16/2019
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If you took a hot shower this morning, there’s a good chance you got your hot water thanks to a product from A.O. Smith, America’s largest manufacturer of hot water heaters. Operating in an oligopoly market with growing demand as more of the world enters the middle class, A.O. Smith is up 9X over the last 10 years and counts itself among elite company as a dividend aristocrat. With shares down today on a recent short report from J Capital Research, Motley Fool Analyst John Rotonti joins...

Duration:00:31:45

Healthcare: Who Had the Better Quarter, Gilead Sciences or Amgen?

5/15/2019
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It's a battle of the big bio's on this episode of Industry Focus Healthcare. Is Gilead Sciences finally overcoming its hep C headwind? Is Amgen beating back biosimilars? We dig into the details as we discuss which of these biopharma behemoths delivered better first quarter results. Stocks: GILD, AMGN Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:24:31

CG: What to Make of MLMs

5/14/2019
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You've undoubtedly been exposed to the multi-level marketing industry -- Facebook posts from people you went to high school with, phone calls asking you to come to Tupperware parties. Millions of Americans participate in the space, whether they call it "direct selling" "network marketing" or something else entirely. On this show, we explain why we won't invest in the industry, and how the average distributor tends to make out. Check out more of our content here: TMF's podcast...

Duration:00:26:42

Financials: A Trio of Big Financial Earnings

5/13/2019
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In this installment of Industry Focus: Financials, we sit down for a chat with Fool analyst T.J. Piggott. Then, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest earnings from Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B), Square (NYSE: SQ), and Markel (NYSE: MKL). And, as always, the pair shares two stocks on the top of their watch list right now. Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook...

Duration:00:31:04

Tech: 3 Ad Plays Not Named Facebook or Google

5/10/2019
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In the digital ad world, the Google and Facebook swallow up most of the market share... and headlines. But there are a lot of smaller players in digital advertising that could be great ways to play the mega-trend. We run through their recent results on today's show. Stocks: ROKU, TTD, TLRA Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks Clear. Get your...

Duration:00:27:48

Energy: Occidental, Anadarko, and Berkshire Makes 3

5/9/2019
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With Chevron bowing out of the bidding for Anadarko Petroleum, it appears Occidental has won its bid for the Permian E&P giant, with help from Warren Buffett and Berkshire Hathaway. Motley Fool Contributor Matt Dillalo and Industry Focus Host Nick Sciple break down what the deal means for all the parties involved and take a look at Berkshire Hathaway’s earnings reported over the weekend. Stocks Mentioned: BRK, OXY, CVX, APC, KHC, BAM, KMI Check out more of our content here: TMF's...

Duration:00:23:47

Healthcare: Medical Device Winners & Losers

5/8/2019
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Earnings season continues to heat up and several medical device makers have reported their first-quarter results. In this episode of Industry Focus: Healthcare, host Shannon Jones and Brian Feroldi discuss why Abiomed (NASDAQ:ABMD) and Intersect ENT (NASDAQ:XENT) are off to a rough start in 2019 and why things couldn't be going better for Insulet (NASDAQ:PODD) and Novocure(NASDAQ:NVCR). Stocks mentioned: ABMD, XENT, PODD, and NVCR Check out more of our content here: TMF's podcast...

Duration:00:22:54

CG: Sick Pigs in China -- Why You Should Care

5/7/2019
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Over the last nine months, African swine fever has ravaged the pig population in China, causing tens of thousands of animals to be culled from herds. Side effects from this disease will be lasting and wide reaching, affecting everything from global meat demand, the Chinese yuan, and even tariff talks between the U.S. and China. Motley Fool Contributor Dan Kline and Industry Focus Host Nick Sciple break down these issues and more, as well as discussing Charlie Munger’s recent statement that...

Duration:00:26:47

Financials: Between Two Fools and Where Taxes and Investing Part Ways

5/6/2019
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On this week’s episode of Industry Focus: Financials host Jason Moser and Industry Focus: Tech host Dylan Lewis tackle a real-life financial situation as Dylan tries to figure out what to do with a substantial stock gift he recently received. Plus Jason sits down with Motley Fool analyst Maria Gallagher on a new installment of Between Two Fools! Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley...

Duration:00:31:08

Bonus: Breaking Down Ford and GM Earnings

5/4/2019
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Motley Fool Senior Auto Analyst John Rosevear and Industry Focus Host Nick Sciple discuss the recent earnings reports from Ford and GM, including Ford’s recent $500 million dollar investment in EV developer Rivian. Stocks Mentioned: GM, F Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:15:29

Tech: The Scoop on Uber

5/3/2019
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Shares of the leading ride-sharing company will hit the market soon, so how does giant Uber compare to already-public Lyft? We break that down, and talk results from Apple's most recent quarter. Stocks: AAPL, UBER Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:31:08

Energy: Tesla Earnings, Autonomy, and a Capital Raise

5/2/2019
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Motley Fool Senior Auto Analyst John Rosevear returns to the show to discuss the latest Tesla news, from its recent earnings report, Investor Autonomy Day, its recent filing to raise capital, and more. Stocks Mentioned: TSLA Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:43:13

Healthcare: Who Had The Better Quarter, Tandem Diabetes or Teladoc?

5/1/2019
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In this earnings brawl episode of Industry Focus Healthcare, diabetes disruptor Tandem Diabetes faces off against telehealth titan Teladoc. Place your bets, because the winner may surprise you. Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:24:45

CG: The Future of Cars and the Mercadolibre of Africa

4/30/2019
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Uxin battles a recent short report and Jumia is investing big in Africa. On this week’s episode of Industry Focus: Consumer Goods host Jason Moser and Fool analysts Emily Flippen and Joey Solitro discuss the state of affairs with the leading used car platform China used car company and take a closer look at how Jumia is capitalizing on Africa’s developing middle class. Plus the team takes a listener question on how investors should be viewing Chinese electric car company NIO Check out...

Duration:00:22:58

Financials: Financial Literacy Month Comes to a Close

4/29/2019
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In addition to earnings season, we’re also in the final days of financial literacy month. April is financial literacy month, so in this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP sat down with Elizabeth Overbay, Chief Operating Officer of Goldman Sachs’ (NYSE: GS) consumer banking division and Dustin Cohn, Head of Brand and Marketing Communications for Marcus by Goldman Sachs to talk about the problem of financial literacy in America and what they’re doing...

Duration:00:33:14

Tech: Let's Get Millennial

4/26/2019
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A lot of ink has been spilled about the things millennials are killing -- napkins, bar soap -- but as the generation of people born between the early 1980s and the early 2000s age into becoming the biggest generation in the workforce, investors want to know: what businesses will enjoy huge tailwinds? We introduce our "Millennial Basket" -- three companies that seem to have plenty of room to grow based on where young folks are spending their dough. Stocks: EB, UPWK, MTCH Check out more of...

Duration:00:20:53

Energy: Chart-ing a Course in LNG & the US Reaffirms Iran Sactions

4/25/2019
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After issuing 6 month exemptions, the U.S. pledges to fully enforce sanctions against Iranian oil exports. What does this mean for investors? In addition, huge spreads between the price of natural gas around the world has investment in liquefied natural gas (LNG) exploding. Motley Fool Contributor Jason Hall and Industry Focus host Nick Sciple discuss Chart Industries, a key provider of equipment used to cool and transform natural gas from a gaseous state to a liquid, and what opportunities...

Duration:00:34:02

Healthcare: Is This Highly-Anticipated Gene Therapy In Trouble?

4/24/2019
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An infant participating in Novartis' Zolgensma trial has died, raising questions ahead of an expected FDA decision next month for this one-and-done treatment for spinal muscular atrophy. Here's what you should know. Also, why investors should ignore Intuitive Surgical's first quarter earnings miss and buy shares on sale. Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin Our Motley Fool Podcast Facebook GroupLinkedIn StockUp, The Motley Fool's weekly email newsletter

Duration:00:22:26

CG: Is the T-Mobile/Sprint Deal in Trouble? And Making Sense of Streaming Services

4/23/2019
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T-Mobile and Sprint have faced opposition from federal regulators over their planned $26.5 billion merger. Speculation that the deal may not be approved has led Sprint to send a statement to the Department of Justice saying that if the deal gets denied, it may not be able to survive. Fool Contributor Daniel Kline joins Shannon Jones to break that down and to take some time to sort out the streaming video industry. Check out more of our content here: TMF's podcast portalYouTubeTwitterJoin...

Duration:00:18:05