The following video is from Tuesday's Investor Beat, in which host Alison Southwick and Motley Fool analysts David Hanson and Mike Olsen dissect the hardest-hitting investing stories of the day.

In this segment from Investor Beat, Mike and David explain why they're keeping a close watch on shares of Panera Bread (NASDAQ:PNRA) and Express Scripts (NASDAQ:ESRX).

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.