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: How Biopharmas Battle for Billions
07/03/2018 Duración: 25minEfficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.
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CG: A Mid-Cap Stock Medley With POOL and SPB
06/03/2018 Duración: 32minWe’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.
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Financials: Investing in Foreign Banks: What You Need to Know
05/03/2018 Duración: 13minThere are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.
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Tech: Dropbox, Hot Stock?
02/03/2018 Duración: 25minAfter 11 years of being a private company, unicorn DropBox has decided to go public. We go through the cloud company’s prospectus and see what we like and don’t like about the business ahead of the upcoming IPO. Thanks to LegalZoom for supporting Motley Fool. Get special savings by going to legalzoom.com use code Fool at checkout
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Energy: Can We Really Expect $1.5 Trillion in Infrastructure Spending?
01/03/2018 Duración: 24minWe get expert opinion from Eugene Mulero of Transport Topics on the President’s proposal for infrastructure spending. We discuss doubts and concerns with the plan, and an alternative – more likely – timeline.
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Healthcare: Apple's Cure for Soaring Costs? Tech-Savvy Healthcare Clinics
28/02/2018 Duración: 20minThe Cupertino company plans to open healthcare clinics that will rely heavily on its technology. Also, Gilead Sciences partners with Sangamo Therapeutics on gene-editing. Thanks to LegalZoom for supporting Motley Fool. Get special savings by going to legalzoom.com use code Fool at checkout.
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CG: General Mills Spends $8 Billion on Its Latest Brand Addition
27/02/2018 Duración: 24minWith revenue trending downward for several years running, General Mills is focused on stabilizing the top line, and management hopes that buying into a whole new industry will do the trick. Blue Buffalo Pet Products is the leader in natural pet foods, but will its double-digit top line growth be enough to move the needle?
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Financials: Warren Buffett’s 2017 Shareholder Letter
26/02/2018 Duración: 24minFinancials takes a look into the latest letter The Oracle of Omaha wrote for Berkshire Hathaway’s shareholders.
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Tech: So What'd I Miss?
23/02/2018 Duración: 25minFebruary was a busy month for tech earnings -- today we backtrack to look at results and news for Snap and Twitter.
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Energy: The Tesla Paradox Record Revenue and Widest Loss
22/02/2018 Duración: 26minWe grapple with last quarter’s results and discuss the company’s worsening free cash flow position, delivery expectations, and margin goals.
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Healthcare: Warren Buffett’s Surprising New Buy
21/02/2018 Duración: 26minDespite significant risks, Berkshire Hathaway’s become Teva Pharmaceutical’s 9th biggest investor. Also, what gives with Rite Aid’s convoluted merger plans?
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CG: Investing on the High Seas With Cruise Stocks
20/02/2018 Duración: 30minOur coverage of the travel and leisure sector continues as we focus on the steadily growing cruise industry and the three publicly-traded companies that make up its oligopoly: Carnival, Royal Caribbean, and Norwegian Cruise Line. From seasonality to new markets and long-term growth, here’s how investors can approach the sector.
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Tech: Delisting Specifics
16/02/2018 Duración: 17minWhat exactly does it mean when a stock is being delisted, and what should investors watch for in the microcap space? We tackle those questions and talk about the benefits of listing in the first place!
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Energy: Big Oil Earnings – The Good, the Bad, and the Ugly
15/02/2018 Duración: 17minOil earnings for 2017 were a mixed bag with U.S. giants Chevron and Exxon Mobil lagging their peers. We discuss the themes of the earnings season and the shareholder returns fever that has gripped the industry as big oil competes for investors dollars.
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Healthcare: Our Gold Medal Winners
14/02/2018 Duración: 21minJohnson & Johnson, AbbVie, and Veeva are three gold medal winners in this year’s Motley Fool healthcare Olympic roundtable -- can you guess the other three? Hint: One’s a marijuana stock.
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CG: What Will Retailers Do With Billions in Corporate Tax Savings?
13/02/2018 Duración: 27minFor years, retailers have paid some of the highest effective tax rates in the business world. With the corporate tax rate reduced to 21%, we look at how major companies are taking advantage of this windfall.
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Financials: Wells Fargo, U.S. Bank, And A Look at Commercial Banking
12/02/2018 Duración: 23minIn part three of our banking series, Industry Focus: Financials dives into commercial banking and the two largest U.S. commercial banks – Wells Fargo and U.S. Bancorp.
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Tech: The In(dex) Crowd
09/02/2018 Duración: 18minThe S&P 500 might be one of the most cited financial barometers out there, but what does it take for a stock to make it into the index? We talk about the requirements, how inclusion benefits companies, and how the index may change a major trend in tech stocks.
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Energy: Competition Between Boeing and Airbus Heats Up
08/02/2018 Duración: 22min2017 was a record setting delivery year for both planemakers. With upwards of 8-year backlogs investors are paying close attention to on-time delivery numbers and, by this metric, one of the two takes the win. Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/FOOL or text FOOL to 500-500.
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Healthcare: Better Buy: AbbVie or Vertex Pharmaceuticals?
07/02/2018 Duración: 22minThese two biopharma heavyweights are taking it on the chin following a market-trouncing performance in 2017. Is one a better stock to buy than the other?