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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Healthcare: Will Shire Be Bought Out? Plus, Alkermes Suffers a Setback
04/04/2018 Duración: 20minTakeda may buy Shire, but it might prove costly. Also, the FDA slaps Alkermes with a dreaded Refusal to File letter.
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CG: ADT Suffers a Rocky Start to 2018
03/04/2018 Duración: 24minADT and its private equity backers have built up the leading name in monitored security with $4.3 billion of revenue in 2017. But after pricing an IPO in January, shares of ADT have tumbled nearly 50%. Is this the bargain opportunity investors should be following?
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Financials: 5 Ways Banks Are Being Disrupted
02/04/2018 Duración: 20minA lot of investors like big bank stocks for their dividends and perceived safety. We think, though, that some big trends are lining up to make their business models increasingly tough to sustain. In this episode, we lay out five different areas tech is changing the game for banks.
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Bonus: The Sword in the Bun
31/03/2018 Duración: 24minAt SXSW, our quest was simple -- find good food. But when we stumbled upon Kyle Pounder's food truck "Excaliburger" we realized we found even more.
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Energy: Is This The Best E&P Stock To Buy Now?
29/03/2018 Duración: 27minA big restructuring that could begin to pay off for investors soon could make this a great time to add Hess Corp. to your portfolio.
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Healthcare: Geron Corp. Skyrocketed and AbbVie Inc. Crashed -- Are These Stocks Buys?
28/03/2018 Duración: 22minGeron’s future hinges on an uncertainty and AbbVie’s shares are teetering following some disappointing news. Should these stocks be in your portfolio?
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CG: What Role Has Private Equity Played in the Retail “Apocalypse”?
27/03/2018 Duración: 22minThe downfall of Toys “R” Us has placed renewed focus on private equity funds and their connection to the recent string of retail bankruptcies. We look at how their desire for high returns and quick exits can hurt the long-term prospects of even the biggest brick-and-mortar chains. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to legalzoom.com, use code “FOOL” at checkout.
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Financials: Here’s What Investors Need to Know About the March Fed Meeting
26/03/2018 Duración: 21minThe Federal Reserve raised interest rates at its latest meeting, but there’s more important information you need to know. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel break down the key takeaways and how they could affect your investments.
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Tech: Time to De-Friend Facebook?
23/03/2018 Duración: 28minA lot of people aren't happy with the social media company these days. We run through the Cambridge Analytica data harvesting story, talk about the existing trend of people leaving Facebook, and work through how we feel about the company as shareholders. Thanks to Harry’s for supporting Industry Focus. Get your free trial set – go to Harrys.com/fool
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Energy: Steel Tariffs Cause Outcry But What Would Tariffs Really Achieve?
22/03/2018 Duración: 21minPresident Trump announced earlier in March that there will be a 25% tariff on imported steel and a 10% tariff on imported aluminum. This led to widespread criticism and fears of prices going up on everything from washing machines to beer. We discuss the details of the tariffs, the likely outcome, and historical examples of both failed and successful tariffs.
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Healthcare: Windfalls and Snowfalls
21/03/2018 Duración: 08minRain, sleet, and snow can't stop us from covering Arena Pharmaceuticals' slam dunk data.
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CG: Why Hudson Shines in Brick-and-Mortar Retail
20/03/2018 Duración: 19minThe airport concession company made its stock market debut in early February, giving investors the opportunity to tap into a robust corner of the retail world. With management forecasting enviable top and bottom line growth, here’s what Fools need to know before diving in. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool
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Financials: The Senate’s Banking Reform Bill – Here’s What Investors Need to Know
19/03/2018 Duración: 22minThe Senate just passed a bill that would loosen regulations on all but the largest U.S. banks. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel discuss what’s in the bill, and which banks could be the winners and losers.
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Tech: Voice, Mobile, and the Rise of China
16/03/2018 Duración: 16minWe wrap up SXSW week with a recap of the big trends we see impacting the tech space over the next few years and a few questions for investors to think about.
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Energy: CASE-ing the Future of Mobility
15/03/2018 Duración: 20minHow is one of the world's biggest auto manufacturers thinking about the future of mobility and autonomy? We sit down with Wilko Stark, VP Strategy at Daimler and Mercedes Benz and the head of the company’s CASE initiative, to find out.
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Healthcare: Silicon Valley Wants to Disrupt Your Genes
14/03/2018 Duración: 21minThe cost of gene sequencing is falling rapidly, and uses for this data are springing up left and right. Simon Erickson calls in from South by Southwest to chat with Kristine about healthcare's role at the traditionally tech-focused conference.
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CG: The Future of Retail With Scott Lachut
13/03/2018 Duración: 32minFresh from his presentation at SXSW 2018, Scott Lachut -- President of Research and Strategy and PSFK -- joins Industry Focus to share his thoughts on major trends and the consumer demands that are changing how companies think about brick and mortar retail. Find out why physical and digital storefronts are more connected than ever and how they’re likely to blend together even further.
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Financials: The Chickens*** Club
12/03/2018 Duración: 21minWhite collar crime just isn't prosecuted the way it used to be. To find out why, we chat with Jesse Eisinger, author of "The Chickens*** Club: Why the Justice Department Fails to Prosecute Executives."
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Tech: What Are Spotify’s Prospects?
09/03/2018 Duración: 24minIt’s the leading music streaming service. It’s got nearly 160 million users. But is Spotify a good investment? We look through the company’s prospectus to see how things look right now and discuss the company it could become.
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Energy: Peak Oil? Not Yet, Says IEA
08/03/2018 Duración: 26minWe begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!