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: Can UPS and FedEx Deliver for Retailers and Investors This Holiday Season
07/12/2017 Duración: 18minUPS, FedEx, and USPS will deliver an estimated two billion packages during the holiday season. We discuss how they make this happen, their past and current struggles to do so profitably, and what this all means for retailers, consumers, and investors.
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Healthcare: Tax Reform Takes a Bite Out of Biotech
06/12/2017 Duración: 27minThe tax bill includes fine print that could make biopharma companies pay more in taxes than expected. Plus, CVS Health cozies up to Aetna and Apple takes aim at heart disease.
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CG: The 3G Capital Playbook Falls Short for Kraft Heinz
05/12/2017 Duración: 27minCut costs, streamline operations, and acquire growth. That has been the recipe for success for 3G Capital (and frequent partner Warren Buffett), but as headwinds mount for packaged food and beverages, Kraft Heinz needs to find other avenues for growth. The cast also looks at Etsy and its trajectory under new CEO Josh Silverman.
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Financials: BofI Holding: A Closer Look At This Online-Only Bank
04/12/2017 Duración: 24minFinancials takes a deep dive into BofI Holding’s business model, competitive advantages, valuation, and potential future growth catalysts.
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Tech: Hot gadgets, hot stocks?
01/12/2017 Duración: 26minWe take a look at a few tech products on holiday shopping lists -- Nintendo Switch, Fitbit Ionic, and Xbox One S/X -- and talk about what their popularity really means for the companies that make them.
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Energy: TransCanada’s Keystone Approval and OPEC Notes
30/11/2017 Duración: 22minNebraska Public Service Commission voted 3-2 to approve an alternative route for the Keystone XL pipeline through the state. We discuss potential implications of Keystones operator TransCanada, and what the decision might mean for investors. Ahead of the OPEC meeting in Vienna, we debate the rumors and conjecture around the assembly.
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Healthcare: Meet the CEO of the Largest Pot Stock in the World
29/11/2017 Duración: 22minCanopy Growth co-founder Bruce Linton is interviewed about the company’s strategy for medicinal and recreational marijuana in Canada and beyond.
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CG: Black Friday Brings Optimism to Department Stores for the Holiday Season
28/11/2017 Duración: 23minEarly numbers are in for the Black Friday weekend with strong growth over last year. That momentum has even extended to brick-and-mortar retailers, which saw only small traffic declines during the busy period. Find out why department stores are feeling confident about the quarter, and what investors should watch as they head into the final month of the year. Slack: Where work happens. Find out why at slack.com.
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Financials: 5 of the Most Pervasive Money Myths – Debunked!
27/11/2017 Duración: 23minFinancials sets the record straight on common money myths involving topics ranging from investing in stocks to using credit cards.
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Healthcare: How Many Stocks Should You Own in Your Portfolio?
22/11/2017 Duración: 23minYou know the market is risky and you shouldn't own just one or two stocks, but you're probably wondering how many stocks you should own. In today's episode, we dig into diversification to help you build a better portfolio.
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CG: Over $100 Billion of Entertainment Assets on the Chopping Block
21/11/2017 Duración: 26minWhile AT&T and Time Warner investors prepare themselves for a tough legal battle with the Justice Department to close their merger, competitors are circling the valuable media empire that could be going up for sale at Twenty-First Century Fox.
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Financials: Tax Reform: What It Could Mean to You
20/11/2017 Duración: 20minFinancials looks at the two tax reform bills currently making their way through Congress, the differences between them, and the likely winners and losers of tax reform.
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Tech: What's Behind Roku's Double?
17/11/2017 Duración: 22minRoku's first report as a publicly traded company couldn't have gone better. With a second look at their books, are we more sold on the long-term viability of the streaming company? Editor's note: In the show, we mistakenly said that 1/3 of Roku's platform revenue comes from licensing. That 1/3 portion of the platform revenue is actually from content distribution, the licensing portion is much smaller. Thanks to Harry’s for supporting Motley Fool. Harry’s will give you their trial shave set for FREE when you sign up at Harrys.com/FOOL - just pay for shipping!
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Energy: Fracking the Market for Natural Gas Finds
16/11/2017 Duración: 24minThe U.S is increasingly being powered by cheap natural gas and the deployment of pipeline infrastructure is ensuring this remains the case for years to come. In this show we discuss why the commodity is growing in popularity, the billions of dollars being spent transporting it across the country, and investment opportunities in the industry.
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Healthcare: Why This $6 Billion Biotech Stock Is Skyrocketing 70% in November
15/11/2017 Duración: 22minA flurry of news has investors clamoring to add Nektar Therapeutics to their portfolios. Plus, we explain why investors are disappointed by Loxo Oncology’s good news and how a new smart pill could change medicine forever.
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CG: Mattel and Buffalo Wild Wings Flying High
14/11/2017 Duración: 26minShares of the #2 toy company and casual dining chain are both up double digits thanks to buyout rumors. For Mattel, the potential deal with Hasbro would create a dominant player in the toy industry. Meanwhile, a private equity firm with significant restaurant experience is courting B-Dubs. The team also takes a look at Canada Goose, one of the best-performing IPOs of the year. Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool.
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Financials: Robo-Advisors: What They Mean for Investors and Financial Advisors
13/11/2017 Duración: 18minFinancials looks at robo-advisors, the automated substitute for financial advisors that has surged in popularity.
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Tech: Snap's Ephemeral Market Cap
10/11/2017 Duración: 24minAfter missing on revenue, earnings, and users, shares of Snap got pummeled following the company's Q3 earnings release. We work through the release, talk about the company's transition to auction-based ad sales, and check in on the Spectacles hardware segment.
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Energy: How Boring Utilities Can Offer Exciting Returns
09/11/2017 Duración: 36minUtilities have historically been classified as safe and boring but the industry is changing and there are some potentially exciting opportunities in the often overlooked segment.
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Healthcare: Is Valeant Pharmaceuticals the Turnaround Story of the Century?
08/11/2017 Duración: 24minThe much-maligned company is making progress on its restructuring plan, but it's not out of the woods yet. Plus, why Keryx Pharmaceuticals shares tumbled despite winning an FDA approval that more than doubles its addressable market.