The following video is from Monday's Investor Beat, in which host Erin Kennedy along with Motley Fool analysts Jason Moser and Bill Barker investigate the hardest-hitting investing stories of the day.

In this segment, Jason explains why he's keeping his eye on Yahoo! (NASDAQ: YHOO) stock. Marissa Mayer is skilled at scoring headlines for the company, but Jason's more interested in how Yahoo! will grow revenue organically.

Meanwhile, Bill is watching Johnson & Johnson (JNJ 0.67%). This Dow stalwart reports earnings tomorrow, and Bill is looking to see how the individual segments are doing, and hopes to hear clues about the effects of the Affordable Care Act in the company's conference call.