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Industry Focus Transcripts

Recent Articles

How to Spot Innovative Companies
Oct 26, 2016 by Simon Erickson and Dylan Lewis
How to Spot Innovative Companies
Two Fools explain how to spot disruptive companies and a few caveats to keep in mind as you look.
2 Big Back-Alley Brawls Break Out in Washington Over Policy
Aug 23, 2016 by Todd Campbell and Kristine Harjes
2 Big Back-Alley Brawls Break Out in Washington Over Policy
Why Aetna is joining the ranks of commercial healthcare companies that are opting out of the Obamacare exchanges.
Woman in Warehouse Inventory SKU
Oct 26, 2016 by Daniel B. Kline
The Latest Developments in Big Box Retail: Cabela's and Costco
With the recently announced $4.5 billion deal between Cabela's and Bass Pro, the combined entity will employ 40,000 employees in 180 stores and feature millions of square footage of hunting, fishing, and camping equipment. We also take a look at Costco following its break-up with American Express.
Breaking Down 2016's Hottest Tech IPO
Oct 27, 2016 by David Kretzmann and Dylan Lewis
Breaking Down 2016's Hottest Tech IPO
Twilio is up over 150% from where it priced shares when it went public in June. There are a lot of reasons to like the cloud communication company, but can it keep growing fast enough to justify its valuation?
Woman in Warehouse Inventory SKU
Oct 24, 2016 by Asit Sharma, CPA
A Growing Trend Takes Root at Unilever and Procter & Gamble
We continue our series on consumer and retail supertrends with a look at how two of the world’s largest conglomerates are working to reduce complexity within their businesses.
Can Samsung Recover From the Galaxy Note 7 Disaster?
Oct 24, 2016 by Evan Niu, CFA
Can Samsung Recover From the Galaxy Note 7 Disaster?
The Galaxy Note 7 line has officially been axed. What does it mean for Samsung, and who could benefit from the fallout?
Nutanix Stock: What Investors Need to Know
Oct 24, 2016 by Evan Niu, CFA
Nutanix Stock: What Investors Need to Know
Industry Focus looks at recently public Nutanix, explaining what it does and breaking down its business.
What Killed the Apple Car?
Oct 25, 2016 by John Rosevear and Sean O'Reilly
What Killed the Apple Car?
After over a year of speculation that the world's largest tech company was poised to become an auto manufacturer, Apple has reportedly backed off. Here's why.
3 Been-There-Done-That Biotech CEOs Who Are Doing it Again
Jul 21, 2017 by Todd Campbell
3 Been-There-Done-That Biotech CEOs Who Are Doing it Again
After Puma Biotech's recent success, the search is on for other clinical-stage biotechs being run by proven CEOs. Could leadership experience turn Aurinia Pharmaceuticals, Axovant Sciences, and Esperion Therapeutics into winners too?
IF_healthcare
Jul 31, 2017 by Todd Campbell
3 Hot Healthcare Stocks Under $30
Small-cap stocks Novocure, Flexion Therapeutics, and Zogenix want to shake up healthcare, and investors are optimistic about their chances.
IF_consumer
Jul 31, 2017 by Sarah Priestley and Dylan Lewis
How Chipotle Can Recover From Its Newest Rash Of Bad News
Chipotle is reporting earnings tonight -- here's what to expect, and what numbers you’ll want to pay attention to.
Where the World Gets Its Power
Jul 31, 2017 by Taylor Muckerman
Where the World Gets Its Power
Renewable energy is taking off in some parts of the world, but it's far from replacing fossil fuels. And speaking of fossil fuels, the Industry Focus: Energy team checks in with OPEC, and some infrastructure and service players as well.
Buying Your Own Professional Sports Franchise (at Least a Few Shares of One)
Aug 10, 2017 by Daniel B. Kline
Buying Your Own Professional Sports Franchise (at Least a Few Shares of One)
You might not be able to fire the coach or have a say in drafting new players, but there are ways to invest in professional sports.
Is Regeneron Pharmaceuticals the Best Biotech Stock to Buy?
Aug 17, 2017 by Todd Campbell
Is Regeneron Pharmaceuticals the Best Biotech Stock to Buy?
With a slate of promising drugs hitting the market and in its development pipeline, Regeneron Pharmaceuticals is becoming one of biotechs most important players.
IF_consumer
Aug 18, 2017 by Asit Sharma, CPA
Is This Billionaire the Answer to Procter & Gamble's Sluggish Performance?
As company management faces off against an activist investor, shareholders will vote to determine if he should have a place on the board.
IF_energy
Aug 19, 2017 by Taylor Muckerman
How the Solar Eclipse Will Affect the Solar Industry
Next Monday’s solar eclipse will span across the U.S., and solar energy production will be surprisingly affected.
Why We Were So, So Wrong About Wells Fargo
Aug 22, 2017 by John Maxfield
Why We Were So, So Wrong About Wells Fargo
Everyone makes mistakes, but not many of us air them publicly. That's the theme of this week's "Industry Focus," starting with our prediction in 2015 that concerns about Wells Fargo's cross-selling culture were much ado about nothing.
IF_healthcare
Aug 14, 2017 by Todd Campbell
The Best Marijuana and Precision Medicine Stocks to Buy Might Not Be the Companies You Think
Instead of investing in medical or recreational marijuana companies, it might make more sense to buy this back-door marijuana stock. Also, this could be the best precision medicine stock to buy, and it isn't even a drugmaker.
IF_technology
Aug 14, 2017 by Evan Niu, CFA
Snap Stock Fell Over 10% on a Dismal Earnings Report
Investors are backing away from the Snapchat operator as more and more red flags appear.
How Thinking Globally Can Boost Your Portfolio
Nov 5, 2016 by Charly Travers and Kristine Harjes
How Thinking Globally Can Boost Your Portfolio
Every diversified portfolio needs global exposure. We dive into some of the benefits and risks involved with international stocks.
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