Sinopsis
Healthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.
Episodios
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Energy: Automating to Solve the Last-Mile Problem
03/10/2019 Duración: 23minWith the rise of two-day and next-day shipping, figuring out how to get products from a warehouse to customers’ doors is becoming ever more important to business success. However, this problem is more complicated than it might seem. To solve this, more and more companies are turning to automation. Motley Fool Contributor Dan Kline joins to the show to break down what we should expect to see as technology transforms logistics. Stocks Mentioned: AMZN, WMT, WBA, NKE, UPS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Healthcare: How Amazon's Shaking up Telemedicine, Plus A Winner and Loser Exiting ESMO
02/10/2019 Duración: 19minWhy Seattle Genetics and Amgen could be the biggest winner and loser, respectively, following this year's annual European Society for Medical Oncology (ESMO) conference. Also, here's what you should know about the virtual health service Amazon's rolling out for its workers, including if it's a threat to Teladoc's future. Stocks: SGEN, AMGN, MRTX, AMZN, TDOC To get 50% off our Stock Advisor service, go to http://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Headline: CG: Is Michael’s a Value Stock or a Value Trap?
01/10/2019 Duración: 38minMichael’s is the largest craft retailer in North America, but is it a good stock? With shares down more than 40% since most recent its IPO in 2014, some may quickly dismiss the company. However, on closer inspection the company appears like it could have some value left in it. Motley Fool Contributor Asit Sharma joins the show to break down the company, and we give our thoughts on whether Michael’s is a value play or a value trap. Stocks Mentioned: MIK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!
30/09/2019 Duración: 29minOn this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?" as well as the stocks they'll be watching this coming week! To get 50% off our Stock Advisor service, go to http://IF.Fool.com. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Tech: Checking in on China
27/09/2019 Duración: 24minThe Fool's expert on all things China, Ben Ra, joins us to talk about how he's thinking about the macro conditions in China these days, the considerations that come into play as companies like Tencent, Alibaba, and Baidu become more mature, and which of the big Chinese tech stocks he likes best. Stocks: BIDU, BABA, TCEHY, JD Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks to LinkedIn for supporting the show, get $50 off your first job post at Linkedin.com/fool.
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Energy: The Life and Legacy of T. Boone Pickens
26/09/2019 Duración: 37minT. Boone Pickens passed away earlier this month on September 11, leaving a legacy as a wildcatter, corporate raider, alternative energy advocate, and philanthropist. Fool Contributor Jason Hall joins the show to discuss Pickens’ life and the lessons investors can learn from his example. Stay tuned to the end of the show to hear our thoughts on the recent attacks against Saudi Arabia’s oil infrastructure and what it means for both energy markets and Aramco’s upcoming IPO. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Healthcare: 3 Companies That Are Lowering The Cost of Care
25/09/2019 Duración: 27minAmericans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company that can help America to bring down its cost of care. Find out why how HealthEquity, Livongo Health, and Teladoc Health are doing just that, and how much employers and employees alike are saving from signing up for their services. Stocks mentioned: HQY, LVGO, TDOC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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CG: Beer's Bears, Vail's Bulls and a Whole Lot More!
24/09/2019 Duración: 28minOn this week’s episode of Industry Focus: Consumer Goods host Jason Moser and MyWallSt Head Analyst Rory Carron discuss how big alcohol is diversifying beyond just alcohol, Vail Resorts' plans for its latest big acquisition, Facebook's next bet on hardware, and more. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: The Fed’s Underwhelming Rate Cut and the Future of Payment Processing
23/09/2019 Duración: 24minThe Federal Reserve cut interest rates by 25 basis points, as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why the market wasn’t thrilled, and what could be coming next. Plus, they also dive into why one of our favorite payment processing companies has underperformed, and why we aren’t seeing big banks acquiring some of the most successful fintech startups. All of this and more on this week’s show. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Tech: 3 More 2019 IPOs
20/09/2019 Duración: 28minThe IPO calendar in 2019 has been unbelievably full -- today we break down three lesser known names that went public in the past month: Smile Direct, Cloudflare, and DataDog. Stocks: DDOG, NET, SDC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the money you need to run your small business. Go to Kabbage.com to get started. Credit lines subject to review and change. Individual requests for capital are separate installment loans issued by Celtic Bank, Member FDIC.
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Energy: The UAW Strikes Against GM -- What It Means for Investors
19/09/2019 Duración: 18minOn Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a period of strong profits during the recovery from the global financial crisis but facing significant upcoming investments in electric and autonomous vehicles as well as a slowing global automotive market. These conditions appear like the perfect recipe for what could be a prolonged strike. Motley Fool Senior Automotive Analyst John Rosevear joins the show to break down what we know about the strikes so far and what it means for the industry. Listen to the end for updates on the merger talks between Renault and Fiat-Chrysler and the latest EV announcements from European automakers. Stocks Mentioned: GM, F, FCAU, VWAGY, DMLRY, POAHY, HMC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn S
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Healthcare: Will Vaping Deaths Derail Marijuana Stocks? Plus, A New Treatment for Peanut Allergies Advances
18/09/2019 Duración: 25minA wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important hurdle, putting it on track toward an FDA approval. Can this medicine be a blockbuster or will safety concerns curb its appeal?
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CG: What’s Next for the U.S. Grocery Industry?
17/09/2019 Duración: 20minIt’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in Las Vegas. Fool contributor Daniel Kline reports from the show as he discusses what grocery chains face with host Shannon Jones. That includes making big dollar decisions on delivery, supply chain, automation and other areas.
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Financials: The Future of Fintech - $280 Billion in Payments Revenue and More
16/09/2019 Duración: 29minA new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to take notice, and one new way Square is trying to capitalize on its growing payments platform. Plus, Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss The Motley Fool’s new real estate investing brand Millionacres and share the latest stocks on their watch lists.
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Tech: Apple’s Big Day
13/09/2019 Duración: 16minTech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the news and what it means for Apple and the other streaming players. Stocks: AAPL, NFLX
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Energy: The Military’s Autonomous Future
12/09/2019 Duración: 25minEarlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this question and more on this week’s episode of Industry Focus: Energy & Industrials. Stocks Mentioned: KTOS, BA, GD, HII, LMT, TXT Check out more of our content here: StockUp, The Motley Fool's weekly email newsletter Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com
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Healthcare: How Doctors Treat Dementia and Lung Cancer Could Be About to Change
11/09/2019 Duración: 20minAcadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease. Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine. Stocks: ACAD, LLY
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CG: A Different Way to Play Retail
10/09/2019 Duración: 40minThe retail-pocalypse has scared a lot of investors out of investing in any of the major names you see in malls, but what if we said there was a way to play retail that didn't bank as much on the success of stores like Macy's? Today we talk about the shopping mall REITs, how their business models are changing a bit, and which ones might be worth putting on your watch list. Stocks: SPG, MAC, TCO, BPR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: Prudential’s Head of Retirement and the Last Stocks We Bought
09/09/2019 Duración: 40minIn this week’s installment of Industry Focus: Financials, president of Prudential (NYSE: PRU) retirement Phil Waldeck talks with host Jason Moser and Robert Brokamp, CFP about the state of retirement in the United States and more. Then, Moser and Fool.com contributor Matt Frankel, CFP dive into DocuSign’s (NASDAQ: DOCU) excellent quarter and the future growth potential of the company. Plus, in a brand new segment, Moser and Frankel each discuss the last stock each of them bought in their own portfolios and why. And finally, the pair give listeners the stocks that are at the top of their watch lists. All of this and more on this week’s episode. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Tech: 2019 IPOs are Slacking
06/09/2019 Duración: 19minWe talk about results from Slack, the workplace messaging SaaS company. In a vacuum, the company's results were strong, but stacked against past growth rates, they show things are slowing down a bit. In fact, Slack's struggle is an all-too-common one for the class of 2019 IPOs. Stocks: WORK, UBER, PINS Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter