In this segment of the Motley Fool Money podcast, host Chris Hill asks senior Motley Fool analysts Jason Moser, Jeff Fischer, and Aaron Bush to tell us about the companies they have their eyes on this week and why. This time, the recommendation bin is fuller than usual, because one Fool wants to send investors toward a sector rather than a single stock.

So while Fischer is pitching cloud software company AppFolio (NASDAQ:APPF) and Bush suggests cybersecurity player Carbon Black (NASDAQ:CBLK), Moser is going with a healthcare basket: insurer UnitedHealth Group (NYSE:UNH) big dog, medical device maker Masimo (NASDAQ:MASI), pet-focused Idexx Labs (NASDAQ:IDXX), and remote medicine leader Teladoc (NYSE:TDOC).

A full transcript follows the video.

This video was recorded on June 15, 2018.

Chris Hill: All right, let's get to the stocks on our radar. Steve will hit you with a question. Jeff Fischer, what are you looking at this week?

Jeff Fischer: Speaking of cloud software, AppFolio, ticker APPF, is another semi-recent IPO. Market value of only $2.2 billion. Annualized sales of about $160 million, so it's a small company. But it's profitable, and it's been profitable for a long time. That's in its DNA, which I like a lot. AppFolio provides cloud-based software to their real estate market and the legal market. Two very large markets that it's growing into. Then, it plans to offer more markets beyond that. So, it has a good long-term outlook.

Hill: Steve, question about AppFolio?

Steve Broido: When do you get to not call yourself a cloud-based company?

Fischer: You know, that's the funny thing. Almost every software company is going to be cloud-based in the end. So, when will we drop that moniker? Maybe pretty soon.

Hill: Jason Moser, what are you looking at this week?

Jason Moser: Chris, you know I like baskets. I'm going a little bit of a different direction here and talking about the Healthcare and Wealthcare basket. It's four companies in the healthcare space: UnitedHealth Group, ticker UNH, big dog insurer; Masimo, ticker MASI, in pulse oximetry; Idexx Labs, IDXX, because hey, pets are people, too; and also Teladoc, you may have heard of it, Chris, ticker TDOC.

This basket of stocks, in equal proportions, 25% each, since inception -- in San Francisco, I released that out February 9th -- it's beating the market 37.2% to 5.5%. I think it's a great way for investors to get exposure to the healthcare market without putting all of their eggs in one basket.

Hill: Steve?

Broido: Which one do you buy first?

Moser: I think you have to go with Teladoc, man. They're making real waves in this virtual healthcare space.

Hill: Aaron Bush, what are you looking at this week?

Aaron Bush: I'm looking at Carbon Black, ticker CBLK. This is another recent IPO, an interesting cyber security company. The company has been around several years, but it's actually acquired its way into a competitive position in next-gen endpoint security, essentially, security around devices that connect to a network. They're also becoming a cloud company. They haven't always been. Revenue growth is around 35%, but their cloud growth is over 200% right now. As this becomes a larger percentage of revenue, it should accelerate the business.

Hill: Steve, question about Carbon Black?

Broido: Given that we tell people to wait on IPOs, how much longer should we be waiting?

Bush: I think it just depends on the company. I don't think you always have to wait on IPOs. I think a lot of times, some great market-beating companies are great buys at the very beginning.

Hill: Steve, do you have something you want to add to your watchlist?

Broido: I think I'm going with Teladoc.

Moser: Good man! Good man.