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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Financials: Will Bank of America and Merrill Lynch Eventually Go Their Separate Ways?
09/05/2016 Duración: 22minThere's reason to believe that they will. It's been nearly eight years since the financial crisis, yet Bank of America (NYSE: BAC) is still earning half as much money as it should be given its size. In this episode of Industry Focus: Financials, The Motley Fool's Gaby Lapera and John Maxfield discuss the role that Bank of America's 2008 purchase of Merrill Lynch plays in its subpar profitability. Thanks to Audible for supporting this episode. Get a free 30-day trial at audible.com/fool.
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Tech: Stock Splits -- No Matter How You Slice It
06/05/2016 Duración: 18minWe discuss stock splits, the strategy behind them, and why Facebook announced they were using C shares to offer investors a 3-to-1 split.
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Energy: Tesla Motors Just Put its Growth Pedal to the Metal
05/05/2016 Duración: 24minIf Tesla Motors plans for growth and its new Model 3 weren't ambitious enough, it now wants to make it all happen by 2018. Plus, earnings from Royal Dutch Shell, BHP Billiton & Vale's nightmare situation, and we dip into the mailbag.
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Healthcare: Digging Into Disappointment. What Investors Need To Know About Sarepta and Gilead Sciences' "Bad News"
04/05/2016 Duración: 19minDiscussing the details behind the FDA's negative vote on Sarepta's DMD drug and Gilead Sciences' sliding hepatitis C sales.
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CG: Watch Out Disney, Comcast Expands Its Film Business With Dreamworks Acquisition
03/05/2016 Duración: 18minAt $3.8 billion, Dreamworks founder and CEO Jeffrey Katzenberg called the buyout “the deal I’d always hoped would come along.” But after a major restructuring and string of box office disappointments for the animation studio, is Comcast getting its money’s worth?
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Financials: Your 23-Minute Guide to Berkshire Hathaway's Annual Meeting
02/05/2016 Duración: 22minBerkshire Hathaway’s annual meeting is often referred to as “Woodstock for capitalists.” Join us to learn why… from someone who was there!
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Tech: Apple – Then and Now
30/04/2016 Duración: 29minWe call on old Industry Focus host Nathan Hamilton to run through Apple’s recent earnings report and provide some perspective on how the company has changed in the past year.
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Energy: Looking Back on Energy’s Glory Days and Predicting the Future
29/04/2016 Duración: 23minWhat we got right and what we got incredibly wrong in our predictions for the energy sector two years ago.
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Healthcare: Does Healthcare’s Past Predict Its Future?
28/04/2016 Duración: 16minSome things never change – and in healthcare, we sometimes feel like we’re talking about the same stuff year in and year out. Join us as we cover some stories that were a big deal in 2014, check in on how they’re going now, and predict some major trends in 2018.
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CG: Throwback Special with Fast Food and Athleisure Wear
26/04/2016 Duración: 22minWe welcome fellow Fool Mark Reeth this week to look back at some of the top consumer and retail investing stories from his time covering the industry.
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Financials: 2 Years Later – Does the Thesis Hold?
25/04/2016 Duración: 18minIndustry Focus: Financials gets in its time machine to check in with David Hanson, one of the former hosts of the show. Gaby Lapera and David chat about his investing hypotheses for mega banks from two years ago and whether or not they still hold up. Is everything different? Have things changed at all? Tune in to find out.
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Energy: Early Earnings Show Oil is Dominating More than Just Energy Companies
22/04/2016 Duración: 27minAs companies start to report earnings, we take a look at some of the big themes from the energy, industrial manufacturing, and airlines sector. Plus, investors fight back against excessive CEO pay and whether you should be excited about the Saudi Aramco IPO on the New York Stock exchange
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Tech: What Can You Learn From Technology’s Most Successful Investors?
21/04/2016 Duración: 22minMarc Andreessen and Peter Thiel are two of the most successful tech investors around; tune in to learn their secrets.
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Healthcare: How The Scientific Method Can Make You A Better Investor
20/04/2016 Duración: 19minMake more profit-friendly decisions by developing a specific and repeatable process for evaluating stocks.
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Winners and Losers Emerge Among Sporting Goods Retailers
19/04/2016 Duración: 21minThe sporting goods industry has become the latest example of how competition and disruption are forcing everyone from big box chains to mom and pop stores to adapt to the new world order in retail.
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Financials: The Good, The Bad, and The Ugly in Last Week’s Mega Bank Earnings Reports
19/04/2016 Duración: 21minBank stocks are up, but only because the largest U.S. banks did less bad than Wall Street expected. On this financials edition of the Motley Fool’s Industry Focus podcast, host Gaby Lapera and analyst Jay Jenkins try to make sense of the good, the bad, and the downright ugly first quarter numbers at the nation’s largest banks.
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Tech: Capital Allocation
16/04/2016 Duración: 19minWe swear capital allocation is sexy! On this episode we explain what it is, the different strategies businesses use for maximizing shareholder value, and profile two companies – one that has done a great job... and one that hasn’t.
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Energy: Peabody Energy's Bankruptcy: It's More Than Just the Coal Market
15/04/2016 Duración: 27minPeabody Energy's Chapter 11 filing this week has led to many saying "it's the brutal coal market", but we take a look at why there is much more to the story. Plus: dividend cuts at National Oilwell Varco, Alcoa's earnings, and what's on our radar.
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Healthcare's Future: Science Fiction or Science Fact
14/04/2016 Duración: 20minIntuitive Surgical's robotic surgery and Illumina's DNA sequencers are reshaping healthcare.
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Consumer Goods: Hitting the Tables in Macau
13/04/2016 Duración: 24minThe state of Macau in 2016: a look at how bad the regulations have hurt, and how a few companies are working to recover.