Industry Focus

Industry Focus

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Industry Focus episodes

  • Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery

    This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation.

    Stocks Mentioned:  BA, LUV, AAL, UAL, AER, GE, AL

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    24 min
  • Wildcard: Health to 10X Wealth

    We're back with another basket of stocks that look like they may have 10X potential! Brian Feroldi joins the podcast to talk about why Trupanion, Semler Scientific, and Dermtech are healthcare businesses with big markets in front of them.

    Stocks: SMLR, DMTK, TRUP

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    43 min
  • CG: Is it Game On for GameStop?

    Gamestop (GME) has consistently been referred to as “the next Blockbuster” - with more shares sold short than issued, it’s been easy to make a bear case against the company. However, what happens when the bear case doesn’t pan out? Join Hidden Gems Canada Advisor Jim Gillies and Host Emily Flippen as they break down the bull case for GameStop and discuss why this legacy retailer may be breathing new life into its forgotten business.

    Stocks: GME

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    50 min
  • Financials: Bank Earnings Recap: Who Are the Financial Sector Winners?

    In this week's episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP dive into earnings from JPMorgan Chase (NYSE: JPM), Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), Morgan Stanley (NYSE: MS), and Bank of America (NYSE: BAC) to look for the important points and trends investors need to know. And don't forget earnings season is just getting started -- hear why Matt is keeping his eye on Live Oak Bancshares (NYSE: LOB) and Jason is watching Ameris Bancorp (NASDAQ: ABCB). 

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    29 min
  • Tech: Apple, Amazon, and K-Pop

    We recap Apple's recent iPhone event, talk about the data from Prime Day, and talk about an unlikely IPO -- Big Hit Entertainment -- the business behind K-Pop megagroup BTS.

    Stocks: AAPL, AMZN

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    31 min
  • Energy: Defense Investing? It’s Classified

    Last month, the U.S. Air Force revealed a prototype for a next generation fighter jet, unveiling a program that had been kept secret throughout its development. What issues do investors face when dealing with classified programs such as this? How should an investor analyze a business that does classified work? Motley Fool Contributor Lou Whiteman joins the show this week to discuss these topics and more!

    Stocks Mentioned:  MANT, LDOS, BAH, PLTR, LMT, BA, NOC

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    24 min
  • Wildcard: Is It Game On for Unity Software?

    On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser and Motley Fool advisor Tim Beyers dive into a fresh IPO in Unity Software to talk more about the business, the markets it's pursuing, what investors need to know and much more!

    Stocks: U TCEHY ADSK

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    30 min
  • CG: 2020’s Top Trends in Consumer Goods

    Join Motley Fool contributor Asit Sharma and host Emily Flippen as they discuss four of the most pervasive trends in consumer goods that we’ve seen break out in 2020.

    Stocks: Etsy (ETSY), Fiverr (FVRR), Proctor & Gamble (PG), Pepsi (PEP), Target (TGT), Kohls (KSS), Chewy (CHWY), Wayfair (W), Carvana (CVNA)

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    46 min
  • Financials: Venmo's New Credit Card, Square's New Investment, and a Preview of Bank Earnings

    In this week's installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at the new Venmo credit card, what makes it unique, and why it could be a win for both PayPal (NASDAQ: PYPL) and Synchrony Financial (NYSE: SYF). Also, the pair takes a look atSquare's (NYSE: SQ) recently-announced investment in bitcoin. And finally, with earnings season upon us, hear what to watch as Wells Fargo (NYSE: WFC), Goldman Sachs (NYSE: GS), and Bank of America (NYSE: BAC) report third quarter results later this week. 

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    30 min
  • Tech: Asana La Vista

    You may not recognize the name Asana, but I’m guessing you know the name Dustin Moskovitz. The Facebook co-founder was depicted in 2010s The Social Network and was at one point the youngest self-made billionaire in the world. Moscovitz didn’t rest on his Facebook riches, though. He left the company in 2008 to form the collaboration software company Asana.

    On this episode, we dive deep into Moscovitz’s second act in the tech space and whether it might belong on your watch list.

    STOCK: ASAN

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    33 min

About Industry Focus

From the publisher's feed

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…

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