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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Tech: Snap Wants to Be Profitable, Zuckerberg Wants to Stay Chairman
19/10/2018 Duración: 25minWe've missed some major market news while we've covered some new tech issuances. Today we catch up, talking about: - Snap CEO Evan Spiegel is pushing the company to be profitable in the face of concerns over its cash burn. - Institutional investors waging a war against Facebook's founder and CEO Mark Zuckerberg. - Google's extended dance with the European Commission over Android. Stocks: SNAP, FB, GOOG, GOOGL Thanks Netsuite for supporting the show. Get their FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/Fool.
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Energy: America Needs Truckers
18/10/2018 Duración: 27minAlthough the industry is rarely discussed, there’s a 99% chance that almost everything you own spent at least some time on a truck. We discuss how a looming shortage of truck drivers will impact businesses from the energy sector to retail already absorbing the aftermath of tariffs. Stocks Discussed: TGT, WMT, UPS, AMZN
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HL: Healthcare: Earnings Season Starts With a Bang!
17/10/2018 Duración: 32minPromo: UnitedHealth Group and Johnson & Johnson kicked off earnings season by beating industry-watchers' estimates. Can their winning ways continue? Also, how Genfit hopes to outmaneuver bigger competitors in what could be a $35 billion market. Symbols: UNH, JNJ, GNFT, GNFTF, GILD, ICPT
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CG: How Nintendo Is Switch-ing It Up in 2018
16/10/2018 Duración: 30minAfter an eight-year streak of declining sales and underperformance, Nintendo wowed gamers and investors last year with the release of its Switch console. Since then, the company has grown its top and bottom lines at a triple-digit rate. We break down this Switch-fueled growth before taking a look at other long-term opportunities management envisions for Nintendo’s library of beloved characters and titles.
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Financials: Third-Quarter Bank Earnings, Subprime Mortgages, and The War on Cash Continues
15/10/2018 Duración: 30minThe big U.S. banks kicked off third-quarter earnings season, and the results are pretty strong. Plus, Wells Fargo (NYSE: WFC) reported some much-needed good news. Elsewhere in the financials sector, it looks like zero-down subprime mortgages could be making a comeback, Paypal is taking a big step towards monetizing its popular Venmo app, and Square’s CFO departure is putting tremendous pressure on the stock. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss all of these news items and more.
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Tech: Tencent Music's $25B IPO
12/10/2018 Duración: 17minOne of the biggest tech IPOs is on hold... for now. But investors shouldn't have to wait too long to see shares of Tencent hit the market, so on this episode, we break down China's streaming music giant: how it makes money, how it is similar (and different) than Spotify, and why we think the stock could be a winner. Stocks: TCEHY, SPOT Thanks to LinkedIn for supporting Motley Fool. Go to https://www.linkedin.com/fool and get a $50 off your first job post.
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Energy: The Tesla Fatigue Podcast
11/10/2018 Duración: 34minWith Tesla dominating news coverage in the EV industry, other players in the EV space have been starved of attention. We discuss the EV prospects of non-Tesla automakers to highlight the opportunities that these businesses present for investors. Stocks Discussed: GM, TTM, DDAIF, AUDVF, NIO, GOOG, GOOGL, TSLA
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Healthcare: Marijuana Market Roundtable -- What It Is, How Big Could It Be, And Top Stocks To Buy Now
10/10/2018 Duración: 33minOur Motley Fool's discuss all things marijuana! Find out what excites them most, what keeps them up at night, and what stocks are their favorites.
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CG: Surprise, Surprise, Target Defies Expectations in 2018
09/10/2018 Duración: 28minAs one of the best-performing stocks in the S&P 500 so far this year, Target has shown investors how a patient, holistic approach to a turnaround can deliver impressive results. We discuss some of the major investments the company has made in e-commerce, private labels, and more.
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Financials: Rising Rates, Bank De-Regulation, and More: This Week In The Financial Sector
08/10/2018 Duración: 32minThere’s been a lot of news this week that could potentially affect your financial-sector investments, as well as your future investment opportunities. Interest rates are on the rise, the Federal Reserve could be considering further easing of bank regulations, and two popular fintech giants are making big moves. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the week’s headlines and what investors need to know.
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Tech: Surveying SurveyMonkey
05/10/2018 Duración: 16minThe tech-boom era survey company SurveyMonkey has finally IPO'd after 19 years as a private company. Can the older tech company cut it on the public markets? We run through the company's user base, explore its financials, and explain whether we're interested in buying shares. Stocks: SVMK, GOOG, GOOGL, DBX Slack: Where work happens. Go to slack.com to learn more.
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Energy: Are Offshore Drillers Poised for a Turnaround?
04/10/2018 Duración: 34minAfter several punishing years for the sector, offshore oil looks like it may be ready to bounce back. We give a primer on the sector and discuss the prospects and positioning of some of the industry’s largest players. Stocks Discussed: RIG, ESV, DO, SDRL, NBL
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Healthcare: Are These Beaten-Down Clinical-Stage Biotechs Buys?
03/10/2018 Duración: 31minGeron shares tumbled after J&J jilted them and Omeros shares fell sharply following a clinical-trial update. Should you avoid these stocks, or are they bargain bin stocks worth buying? GERN OMER INCY
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CG: Are Sonos Investors Already in Trouble?
02/10/2018 Duración: 27minAfter making its market debut in August, Sonos stock saw gains of as much as 40% before a mixed earnings report and news from Amazon sent shares tumbling. We break down the quarterly results before considering how new, competing devices might change the long-term outlook and earnings potential for Sonos. Thanks Netsuite. Get the FREE guide, “Crushing the Five Barriers to Growth”, at NetSuite.com/FOOL.
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Financials: This Week's Top News From the Financial Sector
01/10/2018 Duración: 34minHere's what investors need to know about the latest interest rate increase, predictions of a major recession, and more. Intro: In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a look at several news stories that all investors should pay attention to. You'll hear about: The latest Federal Reserve rate hike and what it means for bank stocks. Venmo has surpassed ATMs in terms of transaction volume. How reliable are corporate projections from an investor's perspective? Projections of how bad the next recession will be, what could cause it, and how to prepare. Whether Visa Checkout and MasterPass are serious threats to PayPal or not. Our latest stocks to watch.
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Tech: Sirius and Pandora Finally Get Together
28/09/2018 Duración: 21minTech: Sirius and Pandora Finally Get Together After years of will-they/won't-they, the two media companies have finally decided to make a deal. What does the acquisition look like, and why is Sirius interesting in the struggling online radio company? We tackle that, and the recent departures of Instagram's co-founders from Facebook. Stocks: P, SIRI, AAPL, SPOT, FB
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Energy: A Tariffs Overview
27/09/2018 Duración: 26minWith the latest rounds of US-China tariffs this week, nearly 100% of US-China trade is set to be under tariff. We break down the substance of the new tariffs, the strategies behind them, and how they will affect businesses and industries across the stock market. Stocks: WMT, TGT, GM, F, BMWYY, NUE, MKC, WHR, AAPL,
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Healthcare: 2 Hot Biotech Stocks On Our Radar
26/09/2018 Duración: 35minHow Regenxbio is capitalizing on the emerging gene therapy trend and why Neurocrine Biosciences is on the cusp of making the jump to profitability. Also, how Amarin may revolutionize how doctors treat heart disease. Stocks: RGNX, NVS, NBIX, ABBV, AMRN.
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CG: A Progress Report for Hudson, GoPro, and P&G
25/09/2018 Duración: 35minIn the past year, we’ve talked about the bleak outlook for action camera specialist GoPro, a proxy battle at Procter & Gamble, and the unique brick-and-mortar operation at Hudson Ltd. Today, we’re revisiting each of these companies to see what they’ve been up to and what lies ahead for investors. Stocks: HUD, PG, GPRO Go to Harrys.com/fool to redeem your offer and let them know I sent you to help support the show!
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Financials: The Future of Banking: The Trends Investors Need to Know
24/09/2018 Duración: 34minBanking has evolved rapidly over the past decade or so, and this could just be the tip of the iceberg. Companies like Amazon.com (NASDAQ: AMZN) and Square (NYSE: SQ) could threaten the big banks’ dominance in some key areas, and in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel discuss some of the key trends, news stories, and future catalysts in the financials sector that investors should pay close attention to.