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Industry Focus

Updated 14 days ago

Rank #20 in Investing category

Business
Investing
News
Business News
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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.

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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.

iTunes Ratings

569 Ratings
Average Ratings
449
54
24
18
24

Dividend stocks

By K-izzle - May 19 2020
Read more
Can u talk about how to pick good dividend stocks?

Please talk slower

By Shuttlechess92 - Mar 07 2020
Read more
I’m a native USA but sometimes you talk too fast. Otherwise keep up the great work!

iTunes Ratings

569 Ratings
Average Ratings
449
54
24
18
24

Dividend stocks

By K-izzle - May 19 2020
Read more
Can u talk about how to pick good dividend stocks?

Please talk slower

By Shuttlechess92 - Mar 07 2020
Read more
I’m a native USA but sometimes you talk too fast. Otherwise keep up the great work!
Cover image of Industry Focus

Industry Focus

Latest release on Jun 01, 2020

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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.

Rank #1: Energy Roundtable: Trends to Watch in 2019

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Description:Motley Fool contributors Tyler Crowe, Jason Hall, and Matt Dillalo join host Nick Sciple for a roundtable discussion on trends to watch in energy for 2019. They break down whether oil can reach $100 in 2019, midstream players to watch as Permian takeaway constraints subside, opportunities in the liquefied natural gas (LNG), and things to watch in renewable energy in the coming year. This episode was pre-recorded on October 4, 2018.

Stocks Mentioned:BIP, BEP, KMI, PAA, OKE, PSXP, COP, RDS-A, RDS-B, TELL, LNG, NEXT, VSLR, RUN, TERP, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

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Or, reach us by email @ IndustryFocus@fool.com

Jan 03 2019

30mins

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Rank #2: CG: Going LOCO with Under Armour and Starbucks

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Earnings season is here, and we’re digging into three reports from the past week. First, we look at the bullish market response to results from Under Armour and Starbucks as their businesses pick up momentum heading into the holiday season. Then, we turn our attention to El Pollo Loco, the California-based fast casual restaurant chain, and its own recovery effort.

Thanks to Molekule for supporting the show. Get $75 off your first order at http://www.molekule.com code “fool”.

Nov 06 2018

29mins

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Rank #3: The Next 10 Years

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All of the Industry Focus hosts get together to pitch some of their top stocks for 2020 and to talk about the shelf life of some of the major trends that have shaped the past decade.

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Check out more music from Burke Ingraffia here:

Dec 25 2019

59mins

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Rank #4: CG: Luckin Takes on Starbucks; Target Sells Out

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Chinese coffee company Luckin has aggressive plans to add thousands of stores and it's willing to lose a lot of money to do that. That puts it in competition with Starbucks though there might be enough customers for both. In addition Target sold out of its exclusive Vineyard Vines collection and that may not be a good thing.

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May 21 2019

22mins

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Rank #5: Financials: A Recap of Second-Quarter Bank Earnings and More

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We’ve now heard the latest results from most of the major U.S. banks, so in this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP break down what investors need to know. Plus, they dig into the War on Cash and how cryptocurrencies could potentially affect some of our favorite payments companies, and each gives us one of their favorite foreign fintech companies to keep an eye on. All of this and more on this week’s installment.

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Jul 29 2019

21mins

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Rank #6: Tech: Is Snap Back?

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Thanks to a strong earnings report, Snap is finally back to the valuation it went public at several years ago. With users joining the platform, should investors be interested in shares? We talk about that, and Facebook's earnings release and the impact of the FTC's fine.

Jul 26 2019

23mins

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Rank #7: Tech: Salute Your Shorts

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Short sellers are often characterized as speculators and manipulators, but they play an important role in the financial markets. We run through why shorts are important, but also why the average investor should probably stay away from shorting stocks.

Jul 20 2018

19mins

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Rank #8: Financials: What We Learned From Berkshire Hathaway's Annual Meeting

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Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Vice Chairman Greg Abel held the company's first-ever virtual annual meeting on Saturday, and we also got a look at Berkshire's first quarter earnings report. In this episode of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the key takeaways from the meeting and earnings, and give their take on Buffett's decision to sell all of Berkshire's airline stocks. Then, Frankel discusses why he's got his eye on Southwest Airlines (NYSE: LUV) despite Buffett's airline sales and Moser talks about why he's watching PayPal (NASDAQ: PYPL) ahead of the company's earnings report.

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May 04 2020

28mins

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Rank #9: Tech: Netflix Feels the Heat, Alphabet Hits a Trillion

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Netflix reported earnings and the market was scared by management's admission that new competitors ate into U.S. subscriber growth, we unpack that and give an update on the newest entrant of the 1,000,000,000,000 club, Alphabet.

Stocks: GOOG, GOOGL, NFLX, DIS

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Thanks to Grammarly for supporting Motley Fool. For 20% off a Grammarly premium account, go to Grammarly.com/fool.

Jan 24 2020

40mins

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Rank #10: Tech: All About Autodesk

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We've got another tech stock on our watch list and.... shocker it's a SaaS business! Brian Feroldi jumps on the show to pitch Autodesk -- a company that makes software tools for engineers, architects, and designers. The company underwent the tough transition from the licensing model to the SaaS model and looks prime to take off.

Stocks: ADSK

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Thanks to DataSiteOne from Merrill Corporation for supporting our show. To learn more and sign up for a free demo, go to merrillcorp.com/fool.

Jul 19 2019

23mins

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Rank #11: Healthcare: An Interview with HealthEquity CEO, Jon Kessler

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Motley Fool Co-Founder and CEO, Tom Gardner and Shannon Jones sit down with HealthEquity CEO, Jon Kessler. During the conversation, Jon Kessler reveals how the company is strategically positioned to help fix our broken healthcare system, his thoughts on the impacts of a single payer health system and the rationale behind acquiring WageWorks.

Jul 17 2019

33mins

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Rank #12: Tech: Apple & Spotify Earnings

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In the midst of this pandemic, companies still have to report earnings. We check in on Spotify and Apple's quarterly figures and how both companies managed to put up pretty good numbers even with everything that's going on in the world.   Stocks: AAPL, SPOT

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May 01 2020

30mins

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Rank #13: Healthcare: Marijuana Market Roundtable -- What It Is, How Big Could It Be, And Top Stocks To Buy Now

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Our 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. 

Oct 10 2018

33mins

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Rank #14: Tech: 3 Fast-Growing Big Tech Cos

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Mirror mirror on the wall, who are the fastest growing tech companies of them all? We dig into Uber, Shopify, and The Trade Desk and talk about the ludicrous growth each business has posted over the past 5 years. And we take a listener question about insider selling.Stocks: UBER, TTD, SHOP

Apr 24 2020

40mins

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Rank #15: Healthcare: 3 Companies That Are Lowering The Cost of Care

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Americans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company that can help America to bring down its cost of care. Find out why how HealthEquity, Livongo Health, and Teladoc Health are doing just that, and how much employers and employees alike are saving from signing up for their services.

Stocks mentioned: HQY, LVGO, TDOC

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Sep 25 2019

27mins

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Rank #16: Tech: Stealth Tech Stocks

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What's in a tech stock? Today we explain why three companies that are firmly in other industries -- Domino's, Axon, and Proto Labs -- are really tech companies because of the way they operate.

Stocks: DPZ, AAXN, PRLB

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Feb 22 2019

16mins

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Rank #17: Financials: Looking Back at Our 2019 Stock Market Predictions

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Towards the end of 2018, Industry Focus: Financials contributor Matt Frankel, CFP made five bold stock market predictions. Some didn’t turn out quite as planned, while others played out quite nicely. In today’s episode, Matt and host Jason Moser go through each prediction and what went wrong (or right). Plus, we answer a listener question about what a post-Buffett Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B) might look like, and we discuss why Upwork(NASDAQ: UPWK) and Slack (NASDAQ: WORK) are on our radar this week.

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Dec 02 2019

32mins

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Rank #18: Energy: An Introduction to ESG Investing

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 Social and environmental issues have become more and more important in recent years, and investing hasn’t been spared from this trend. As a result, there has been a steady increase in investing based on Environmental, Social, and Governance factors, commonly known as ESG investing. Although ESG is growing in importance, many investors are still unaware of its existence. Motley Fool Analyst Maria Gallagher joins the show to introduce investors to ESG and share one of her favorite ESG investments, Trex. 

Stocks Mentioned: TREX

Articles Mentioned:

The Motley Fool’s ESG Hub

The Motley Fool’s ESG Investing Framework

ESG Investing: Is Trex a Responsible Investment

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Aug 01 2019

14mins

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Rank #19: Tech: Getting SaaSy

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We run through questions about the software-as-a-service market: what metrics to watch, what to expect from the industry, and what companies we're excited about. Stocks: CRM, SHOP, APPF, BL

Jul 06 2018

27mins

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Rank #20: Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!

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On this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure to listen as they wrap things up with another installment of "What's the last stock you bought and why?" as well as the stocks they'll be watching this coming week!

To get 50% off our Stock Advisor service, go to http://IF.Fool.com.

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Sep 30 2019

29mins

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Financials: Axos Financial: A Deep Dive Into The Innovative Online Bank

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In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a deep dive into Axos Financial (NYSE: AX), an online-based banking institution that offers checking and savings accounts, mortgages, auto loans, and more. The pair discusses what makes Axos’ business model unique compared to other online banks, and what investors should know about the risk factors involved. Plus, Frankel discusses why net-lease REIT STORE Capital (NYSE: STOR) is on his radar now and Moser talks about what he’s watching when Zoom (NASDAQ: ZM) reports earnings.

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Jun 01 2020

29mins

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Tech: Slack vs. Microsoft Teams

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For Slack's life as a publicly traded company, the collaboration company has been plagued by concerns that its lunch might be eaten by tech giant Microsoft and its Teams product. But are they actually competitors?Microsoft seems to think so, but Slack doesn't. We explore why and how investors should look at the battle for workplace collaboration.

Stocks: WORK, MSFT

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May 29 2020

31mins

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Energy: Investing In Railroads

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For over 100 years, railroads have been the backbone of America’s logistics infrastructure. Today, railroads represent 40% of of freight miles in the United States. Industry Focus Contributor Lou Whiteman joins the show to give a high level overview of the railroad industry today and the major companies operating in the space. 

Stocks Mentioned: CSX, UNP, KSU, NSC, CNI, CP

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May 28 2020

23mins

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Wildcard: StoneCo Soars on Earnings and Real Estate is Making a Comeback

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Since we were off for Memorial Day on Monday, we're doing a special edition of Industry Focus: Financials today. Host Jason Moser and Fool.com contributor Matt Frankel start by discussing the stock price action we've been seeing in the banking industry, and why some banks like M&T Bank (NYSE: MTB) and Ameris Bancorp (NYSE: ABCB) are underperforming their peers. Then, the pair dives into StoneCo (NASDAQ: STNE) earnings and discusses some of the positive suprises we're seeing in the real estate market. And finally, you'll hear why Frankel has his eye on U.S. Bancorp(NYSE: USB) and why Moser is watching Ulta (NASDAQ: ULTA) closely this week.

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May 27 2020

26mins

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CG: Home Improvement Earnings Faceoff: Settling the Score Between Home Depot and Lowes

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The duopoly between the two biggest Home Improvement Retailers, Home Depot and Lowes, reached a boiling point last week after Lowe’s reported same store sales that were nearly double of their competitor. Is this a one-off event, or the first of a rapidly shifting tide? Join Dan Kline and Emily Flippen as they take a deep dive into these two behemoths and explore if one is really better than the other.

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May 26 2020

28mins

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Tech: Facebook Gets Shopified

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Earlier this week Facebook announced Facebook Shops, an e-commerce product that will allow users to browse and buy products while on Facebook -- it seems like a boon for Facebook and one of its partners on the product, Shopify.And anti-trust suits against Google Parent Alphabet seem to be picking up steam, we analyze what regulators are honing in on and some of the problems big tech companies have created for themselves as they've gotten bigger.

Stocks: FB, SHOP, GOOG, GOOGL, AMZN

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May 22 2020

34mins

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Energy: Oil Stocks are Hard: Warren Buffett Edition

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 Last Friday, Berkshire Hathaway and Warren Buffett filed their quarterly 13-F form, which reveals what stocks Berkshire held as of the end of the first quarter, March 31, 2020. Motley Fool Contributor Jason Hall joins the show to share his thoughts on Uncle Warren’s moves, including one sell he thinks Buffett got wrong.

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May 21 2020

32mins

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Wildcard: Snooping for the Scoop: A Deep-Dive into Financial Fraud

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Financial fraud has been a hot topic - between Luckin Coffee and short seller reports, no investor seems to be immune from the claims which range from the ridiculous to the righteous. Joining host Emily Flippen to breakdown the ins and outs of financial fraud is Motley Fool advisor Bill Mann.

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May 20 2020

25mins

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CG: May Madness: Retail Bracket Showdown

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Still missing this year’s March Madness? Join Dan Kline and Emily Flippen as they bring their top 8 retail companies face-to-face in the first ever Retail Bracket Showdown. Who will come out on top? Tune in to find out!

Stocks: WMT, HD, BBY, COST, DG, TJX, W, TGT

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May 19 2020

35mins

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Financials: A Closer Look at Soaring Fintech Bill.com

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Business payments solution company Bill.com (NASDAQ: BILL) has been one of the best-performing financial stocks during the COVID-19 pandemic. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take an in-depth look at the company and what investors need to know. Plus, hear Frankel and Moser discuss why they're keeping an eye on Goldman Sachs(NYSE: GS) and Intuit (NASDAQ: INTU) this week.

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May 18 2020

33mins

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Tech: Uber Orders In

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News broke earlier this week that Uber is interested in buying meal delivery service Grubhub for roughly $6 million. The deal would be the latest in a long series on acquisitions in the meal delivery space, but does it make sense?We dive into the deal, explore why the meal delivery market might be a winner-take-all proposition, and why the deal could run into regulatory issues.

Stocks: UBER, GRUB

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May 15 2020

27mins

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Energy: Renewable Energy Yieldcos -- Energy Stocks We’d Consider Buying Right Now

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Between the pandemic and the Saudi-Russia oil price war, it’s been tough to find energy stocks to like right now. Industry Focus Contributor Matt DiLallo joins the show to share some energy stocks he’d consider buying amid COVID-19

Stocks Mentioned: CWEN, CWEN.A, AY, TRP, CHK

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May 14 2020

23mins

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Wildcard: How COVID-19 Is Changing the World

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All our lives have changed in recent months as we’ve adapted to living in quarantine. How many of those changes are permanent, though, and how many things will return right back to normal when the pandemic subsides? Industry Focus hosts Emily Flippen, Dylan Lewis, and Nick Sciple come together to break it down

Stocks Mentioned: RDFN, PYPL, Z, ZG, UBER, GRUB, TWTR

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Thanks to Molekule for supporting Industry Focus  Get 10% off your first air purifier at http://www.molekule.com with code fool10.

May 13 2020

42mins

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CG: Will Good CG Companies Go Bad?

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Motley Fool Contributor Dan Kline joins Emily Flippen to discuss if their delivery habits will change at all in the light of a potential Uber/Grubhub merger as well as if (and when) good companies will be ruined by the COVID-19 global pandemic.

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May 12 2020

33mins

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Financials: PayPal and Square: Winners of First-Quarter Earnings Season

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Earnings season is coming to a close, and we just got a glimpse at the latest results from PayPal (NASDAQ: PYPL) and Square (NYSE: SQ), including how both businesses performed in April as the COVID-19 pandemic shut down much of the U.S. economy. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into the numbers that investors need to know. Then, the pair answers a listener question on the seemingly irrational optimism in the stock market and discusses why they have Disney (NYSE: DIS) and Sony (NYSE: SNE) on their radar right now.

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May 11 2020

33mins

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Tech: Emptying out the Mailbag

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Today we take listener questions like:
  • Should I buy stocks in a sector or an ETF that covers the sector?
  • How should I think about position sizing?
  • Do you have any mental tricks for buying a stock on the way up?
Tune in for answers and more!

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May 08 2020

36mins

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Energy: Warren Buffett Sells Airlines, Tesla Reports Earnings, And Musk Tweets

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We’ve got a long one for you this week and Motley Fool Canada’s Jim Gillies is joining us to break it all down. We’ll discuss Warren Buffett selling all his airline stocks and one stock in the aerospace industry Jim would be excited to buy night now. On the back half of the show, we discuss Tesla’s latest earnings and Elon Musk’s recent Twitter rant. 

Stocks Mentioned: BRK-A, BRK-B, AER, TSLA, SHOP, AMZN, LUV, DAL

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May 07 2020

1hr 7mins

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Wildcard: J Crew & Retail Bankruptcies

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The preppy retailer has been struggling for a while, but this week J Crew announced it was filing Chapter 11 bankruptcy. We unpack what chapter 11 actually means, how J Crew wound up here, and what other retailers could be in trouble.Stocks: TJX, OLLI, GPS

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May 06 2020

30mins

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CG: Investment Opportunities that are “Out of this World!”

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Join Host Emily Flippen as she dives into the universe of investing in the “global space economy” with the co-Founder and CEO of ProcureAM, Andrew Chanin. ProcureAM is the issuer behind the world’s first pure-play space ETF, UFO, that aims to help investors get diversified exposure to one of the fastest growing and disruptive industries available today.

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May 05 2020

28mins

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Financials: What We Learned From Berkshire Hathaway's Annual Meeting

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Warren Buffett and Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Vice Chairman Greg Abel held the company's first-ever virtual annual meeting on Saturday, and we also got a look at Berkshire's first quarter earnings report. In this episode of Industry Focus, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the key takeaways from the meeting and earnings, and give their take on Buffett's decision to sell all of Berkshire's airline stocks. Then, Frankel discusses why he's got his eye on Southwest Airlines (NYSE: LUV) despite Buffett's airline sales and Moser talks about why he's watching PayPal (NASDAQ: PYPL) ahead of the company's earnings report.

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May 04 2020

28mins

Play

iTunes Ratings

569 Ratings
Average Ratings
449
54
24
18
24

Dividend stocks

By K-izzle - May 19 2020
Read more
Can u talk about how to pick good dividend stocks?

Please talk slower

By Shuttlechess92 - Mar 07 2020
Read more
I’m a native USA but sometimes you talk too fast. Otherwise keep up the great work!