Industry Focus

Netflix's latest earnings release had some awesome subscriber numbers, but investors seemed preoccupied with the company's slight miss on revenue. On today's show we talk about why that's a mistake, and try to sift through all the news about beat up tech stock Snap. 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 Motley Fool. Go to linkedin.com/fool and get $50 off your first job post.

With the North American International Auto Show in full swing, we've seen a flood of news around US automakers. Motley Fool Senior Auto Analyst John Rosevear to break down all the latest news surrounding Ford, GM, and the global auto market. Stocks Mentioned:F, GM, TSLA, VWAGY, HMC   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  

Canopy Growth is the first cannabis company to take advantage of a new path to do business in the U.S. Also, Aurora Cannabis preliminary financials show investors just how significant Canada's recreational market is for the industry, and Cronos Group's recent tie-up with tobacco giant, Altria, puts it in an envy-inspiring position. Stocks: CGC, ACB, CRON, MO, STZ Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

Casinos have attracted activist attention in recent weeks, with Carl Icahn and others taking stakes in major US operators. Motley Fool analysts Asit Sharma and Nick Sciple discuss the latest trends in the casino industry, from sports betting to Las Vegas and Macau, and how they might be affected by expected legislative action. Make sure to listen to the end to hear our picks for the NFL games this weekend! Editor's note: In the podcast episode and accompanying transcript above, our podcast team should have clarified that Caesars Entertainment's CEO Mark Frissora has agreed to remain in his position through the end of April 2019 while the company completes a search for his successor. The agreement can be extended for one month at the company's option. Stocks Mentioned:CZR, MGM, LVS, WYNN, PDPYPY, TSG, SGMS, SJMHF, GXYEF, MLCO   Stories Mentioned: Find Asit on Twitter @asitmap to check out his write-up on Caesar's Failed Sale-Leaseback Accounting Check out more of our content here: TMF's podcast portal YouTube

It's that time again. The big banks are all set to report their fourth quarter earnings this week. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors should be keeping an eye on, whether it's crunch time for Wells Fargo's leadership team, and a legal question about the War on Cash. And, we'll start things off with a very specialBetween Two Fools interview. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

We tend to spend a lot of time talking about stocks with big growth stories and rich valuations to match. But with investors increasingly worried about market volatility, today we run through some solid defensive stocks for people looking to limit downside if the stock market turns south. Stocks: VZ, ADBE, MSFT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

We return to our predictions from last week's episode to assess where we might have gone wrong in October and look forward to things to watch in 2019. Then, we go to the Industry Focus mailbag to answer your questions about renewable energy yieldcos, drones, solar energy, Kinder Morgan, 2019 stock picks, and a little non-stock discussion for those who listen to the end. Stocks Mentioned:TERP, PEGI, NEE, BEP, VWDRY, AVAV, KMI, SPWR Stories Mentioned: Jason's Primer on Solar Energy Investing What is the Duck Curve? Utilities Speeding Up Coal Power Plant Closures (paywall) Saudi Arabia's Latest Oil Production Cuts (paywall) Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com Thanks to LinkedIn for supporting Industry Focus.  Go to linkedin.com/fooland get $50 off your first job post.

Bristol-Myers Squibb announced a mega-deal for biotech Goliath Celgene and Eli Lilly acquired precision-cancer drug developer Loxo Oncology for $8 billion at this year's J.P. Morgan Healthcare Conference. Also, Sage Therapeutics rolled out impressive data for a postpartum depression drug that caused its shares to skyrocket, too.  Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

Latin American ecommerce leader Mercadolibre continues to prosper and its burgeoning payments business offers investors another way to invest in the global payments space. Meanwhile the long-term tailwinds in home improvement are growing stronger and Home Depot and Lowe’s are poised for success. Host Jason Moser and Fool.com contributor Asit Sharma dive deeper into these topics and also answer a listener email all on this week’s _Industry Focus: Consumer Goods_ show. Stocks: MELI, HD, LOW, AMZN Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

Square (NYSE: SQ) recently hired a new CFO, eliminating the uncertainty that had been swirling since Sarah Friar stepped down in late 2018, so Industry Focus: Financials host Jason Moser and Fool.com contributor Matt Frankel, CFP give their takes on the news. Plus, we’ll share our favorite investing books for the new year and discuss a classic portfolio allocation debate. All 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 Or, reach us by email @ IndustryFocus@fool.com

Apple has had a rough week: - CEO Tim Cook wrote a letter to shareholders walking back the company's previous quarterly guidance, erasing $7B in expected revenue. - Netflix is making moves to try and claw back some of its subscription revenue from the iTunes store. - iPhone 7 and 8 sales are being blocked in Germany. With shares down big this week, should investors be worried about one of the world's largest tech companies? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

Description:Motley Fool contributors Tyler Crowe, Jason Hall, and Matt Dillalo join host Nick Sciple for a roundtable discussion on trends to watch in energy for 2019. They break down whether oil can reach $100 in 2019, midstream players to watch as Permian takeaway constraints subside, opportunities in the liquefied natural gas (LNG), and things to watch in renewable energy in the coming year. This episode was pre-recorded on October 4, 2018. Stocks Mentioned:BIP, BEP, KMI, PAA, OKE, PSXP, COP, RDS-A, RDS-B, TELL, LNG, NEXT, VSLR, RUN, TERP, SPWR Stories Mentioned: Jason's Primer on Solar Energy Investing Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

These healthcare stocks crushed the S&P 500's return last year, but that doesn't necessarily mean they'll be top performers in 2019 too. Stocks: TNDM, AMRN, ABMD, MRK Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

Here’s what we think could happen next year, and how it could affect investors. None of us has a crystal ball that allows us to predict what the economy and stock market will do, but it’s still fun to make predictions. In this episode of Industry Focus: Financials, Fool.com contributor Matt Frankel, CFP and host Jason Moser discuss some of their boldest predictions for 2019 and what they could mean for investors. From the Fed’s interest rate moves to tech giants potentially acquiring some of our fintech favorites, there’s a lot that could happen, and we’ve got you covered.

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang talks about stocks to watch in 2019, makes a few reckless predictions, and closes out the conversation with their resolutions for the upcoming year. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down some cautionary tales from 2018, some stories investors might have missed, and the best turnarounds from the past year. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

We got all of the Industry Focus hosts in a room to talk about the major stories and stocks of 2018, and what to watch for in 2019. In this episode, the gang breaks down what defined 2018 in each sector, the best debuts of 2018, and the leaders that shined in the past year. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

2018 hasn't exactly been a banner year for the stock market, but it's been particularly rough for video game publishers like Electronic Arts and Activision Blizzard -- both stocks are down 25% year-to-date. On this episode we explain why these stocks have fallen so much and why 2019 could be kinder to them. Stocks: EA, ATVI, TTWO Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

Motley Fool analysts Jason Hall and Nick Sciple break down the recent news in the oil market coming out of OPEC and break down the important industries and trends affecting solar energy today. Stocks Mentioned:TSLA, FSLR, HQCL, JKS, CSIQ, SPWR, SEDG, ENPH, NEP, BEP, PEGI, TERP Stories Mentioned: Jason's Primer on Solar Energy Investing What is the Duck Curve? Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com

China’s biotech industry is booming. Driven by vast government funding and Western partnerships, the country is introducing new commercial drugs at a faster pace than ever before. But could controversial topics such as human genetic engineering derail its accelerated growth? Shannon Jones and special guest Simon Erickson put this fast-growing field under the microscope, and they share their thoughts about Celgene (Nasdaq: CELG), BeiGene (Nasdaq: BGNE), and Legend Biotech. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Or, reach us by email @ IndustryFocus@fool.com