Rank #1: Energy Roundtable: Trends to Watch in 2019
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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Jan 03 2019
30mins
Rank #2: CG: Going LOCO with Under Armour and Starbucks
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
Rank #3: The Next 10 Years
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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Dec 25 2019
59mins
Rank #4: CG: Luckin Takes on Starbucks; Target Sells Out
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
Rank #5: Financials: A Recap of Second-Quarter Bank Earnings and More
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
Rank #6: Tech: Is Snap Back?
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
Rank #7: Tech: Salute Your Shorts
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
Rank #8: Financials: What We Learned From Berkshire Hathaway's Annual Meeting
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
Rank #9: Tech: Netflix Feels the Heat, Alphabet Hits a Trillion
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
Rank #10: Tech: All About Autodesk
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
Rank #11: Healthcare: An Interview with HealthEquity CEO, Jon Kessler
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
Rank #12: Tech: Apple & Spotify Earnings
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May 01 2020
30mins
Rank #13: Healthcare: Marijuana Market Roundtable -- What It Is, How Big Could It Be, And Top Stocks To Buy Now
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
Rank #14: Tech: 3 Fast-Growing Big Tech Cos
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
Rank #15: Healthcare: 3 Companies That Are Lowering The Cost of Care
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
Rank #16: Tech: Stealth Tech Stocks
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
Rank #17: Financials: Looking Back at Our 2019 Stock Market Predictions
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
Rank #18: Energy: An Introduction to ESG Investing
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 Investing Framework
ESG Investing: Is Trex a Responsible Investment
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Aug 01 2019
14mins
Rank #19: Tech: Getting SaaSy
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
Rank #20: Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!
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
