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 Defaults are Coming, But This Time We're Serious
13/11/2015 Duración: 21minOil's low prices have stuck around much longer than so many originally thought. Now, more than a year later, we're starting to see companies buckle under the pressure. Our energy team looks at the implications and the lesson to learn from these companies' demise.
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This Week in Healthcare: Exelixis Nets a Win and Colorado Takes Aim at Health Insurers
12/11/2015 Duración: 16minExelixis has a newly approved melanoma drug hitting the market soon and Colorado voters will weigh in on universal healthcare in 2016.
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Consumer Goods: What Investors Need to Know When Struggling Retailers Report Q3 Results
11/11/2015 Duración: 19minTraditional apparel retailers like Macy’s and Nordstrom have limped through 2015. What is driving weakness in the sector, and what should investors watch in the latest quarter?
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Financials: Two New York Banks and One Flighty CEO
10/11/2015 Duración: 21minTune in for discussions on the NYCB-Astoria Financial merger, New York Mellon Bank, and whether or not CEOs should live near HQ.
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Facebook Earnings: Mobile, Mobile, Mobile
07/11/2015 Duración: 19minOn this episode we talk earnings numbers, some cool stats from the conference call and check in on Facebook’s other big internet properties.
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What Do Energy Industry Earnings Mean for Your Portfolio?
07/11/2015 Duración: 19minEnergy results are as diverse as the industry itself, and Motley Fool’s Tyler Crowe, Taylor Muckerman and Sean O’Reilly weigh in.
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Healthcare: What To Watch in 2016 with Marijuana and Hepatitis C
04/11/2015 Duración: 21minMotley Fools dig into recent announcements that could impact the marijuana and hepatitis C markets next year.
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Technology: Apple Earnings are Far From Spooky
31/10/2015 Duración: 16minOn this episode we dig into Apple’s record-setting quarter, explain why the market shouldn’t have been surprised, and figure out what segments fueled the company’s great top and bottom line growth.
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Energy: Why Did Shell Throw in the Towel on the Canadian Oil Sands?
30/10/2015 Duración: 12minOil sands are becoming more common in the energy sector, and with the amount of work it takes to clean these sands, it's no wonder the cost is so high. Shell not only dropped out of the Arctic after building up all the hype, but now they're letting go of oil sands projects, citing the company's business structure as the problem. All the while, a "cash crunch" is enveloping the Fab Four in the oil and gas sector, but although these numbers are huge to a layperson, their cash reserves seem to be singing a different tune.
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Healthcare: Walgreens Shows its Hand, Scoops Up Rite Aid
28/10/2015 Duración: 18minThis week we're discussing Walgreens acquiring Rite Aid. Did this retail pharmacy giant play its cards right? Does an overlapping footprint mean the two retail pharmacies will step on each other’s toes? Tune in to find some answers.
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Consumer Goods: Wal-Mart Takes Aim at Amazon’s Delivery Drones
28/10/2015 Duración: 17minAs the king of retail recognizes its growing reliance on online sales, the company plans to experiment with drones to beat Amazon at its own game. On this episode we also learn how Cheesecake Factory serves up continued success, we preview Buffalo Wild Wings' earnings release and discover a retailer who says "no" to the Black Friday shopping craze.
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Financials: Understanding Competitive Advantage
27/10/2015 Duración: 19min"Competitive Advantage" is the book where economy guru Michael Porter outlines the way to review, research, and plan when assessing an industry for a potential investment. With big names investors such as Warren Buffett using competitive advantage as a guideline prior to investing, it's quite obvious that success is found when these tools are used.
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Tech Earnings: Amazon and Google Go Bonkers
23/10/2015 Duración: 21minGoogle and Amazon both had impressive earnings releases this week and the market sent both stocks up 10% after hours. On this episode of Industry Focus we walk through the numbers and see what segments drove growth for each company.
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Energy: What Does the Commodity Crash of 2015 Mean for Your Portfolio?
23/10/2015 Duración: 19minGlencore is known as a giant in the commodities sector, but their recent bout of bond needs has left investors fearing the worst outcome for the company. Meanwhile, Petrobras is trying to save face as Brazilian currency takes a dive, and Tyler has a favorite stock, Enterprise Products Partners; but there's a fun fact behind this company that might have you jumping on the investment train as well.
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Reshaping the Patient Healthcare Experience
21/10/2015 Duración: 15minOur guest Michael O’Neil, CEO of GetWellNetwork, shares how his company is boosting outcomes and improving experience through patient engagement.
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Consumer Goods: Investors Turn Bullish on Major Announcements from Yum! Brands and Weight Watchers
20/10/2015 Duración: 14minFrom a division spin-off to a major celebrity partnership, investors are buying up shares of these consumer goods companies with the hope that they have found the solution to years of underperformance.
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Bank Earnings: Q3 2015
19/10/2015 Duración: 14minOn today's episode we take a look at the performance of a few "too big to fail" banks in the most recent quarter.
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Technology: Dude, You’re Getting a $67 Billion Buyout
17/10/2015 Duración: 15minDell’s $67 billion purchase of EMC stands to be the largest acquisition in tech history, but will we look back in a few years and say it was money well spent?
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Peak Negativity: The Cycle of Oil and its Relationship with Renewables
16/10/2015 Duración: 16minJob cuts have begun for some oil companies as they attempt to bring margins to a normalized number. And as stock prices drop for oil, renewable energies seem to have little to no relation with these numbers. On this episode, our analysts will tell you what they'll be looking for over the next month as earnings are announced for the energy sector.
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Clinton And Sanders Face-Off On Healthcare: What It Means To Investors
14/10/2015 Duración: 20minBoth democratic front-runners have outlined healthcare reform that could impact healthcare stocks, so let's learn more about their plans and the companies that could be affected.