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.
Description:It’s been a huge year for Special Purpose Acquisition Companies, commonly known as SPACs, with DraftKings, Nikola Motor, Virgin Galactic, and more using SPACs to bring their companies public. Why have SPACs suddenly become so popular? Motley Fool Contributor Luis Sanchez joins the podcast to share his perspective on that question as well as some SPACs currently on his radar.
Tractor Supply (TSCO) has been one of the niche retail winners over the past decade, but it’s success and brand still remains a mystery for many. Join Dan Kline and Emily Flippen as they take a deep dive into this curious winner and discuss whether its past successes are still replicable or if it’s best days are behind it.
Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) just made its first investment of the COVID era by purchasing the natural gas assets of Dominion (NYSE: D). In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss what investors need to know about it. In addition, hear about the latest efforts to force retailers to accept cash as a payment option and get the details on Wells Fargo's (NYSE: WFC) upcoming dividend cut. And finally, Frankel has his eye on Green Dot (NYSE: GDOT) while Moser is watching recent IPO Lemonade (NASDAQ: LMND) this week.
On Sunday, Chesapeake Energy filed for Chapter 11 bankruptcy and the New York Stock Exchange began the process of delisting its stock. Financial journalist Bethany McLean is our guest this week to help break down how Chesapeake got to this point and what’s next for the industry, as well as the state of financial journalism today, Wirecard, and her collaboration with co-author Joe Nocera on an upcoming book about the coronavirus response in the United States.
The recently released American Customer Satisfaction Index Restaurant Report has shown an evolution of a changing American restaurant experience, the most unexpected of which includes a recovery effort that may be dampened by worsening customer satisfaction. Join guest Dan Kline and host Emily Flippen to discuss this most recent report and what it means for investors in some of the most popular restaurant chains.
The Federal Reserve recently released the results of 2020 bank stress tests, and while no banks are in serious danger, some would see capital levels fall a bit too low for comfort in a prolonged and deep COVID-19 recession. As a result, the Fed issued a formula to govern bank dividends, and there's a real chance bank investors could see dividend cuts from some major financial institutions. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the news and what it could mean for bank investors. Plus, Moser and Frankel answer a listener's excellent question on position size and share why they're watching Wells Fargo (NYSE: WFC) and American Express (NYSE: AXP) this week.
Starbucks, Coca-Cola, Verizon, and Unilever are just a few of the companies that have stopped advertising on social media platforms. How worried should Facebook shareholders be? Is Under Armour’s attempt to get out of a $280 million deal with UCLA a negotiating tactic or the start of a new era in fiscal responsibility? Maria Gallagher analyzes those stories and weighs in on Gap’s new 10-year partnership with Kanye West.
German payments darling Wirecard shocked investors everywhere last week when it announced that the company and auditors could not place over $2 billion in cash the company claimed to have.
Over the days that followed, the true story began to come into picture. In this episode, we unpack the apparent accounting fraud that brought down one of Europe's brightest tech stars and what investors can learn from it.
The housing market came roaring out of the gate in 2020, before coronavirus took the air out of the industry. Motley Fool Contributor Jason Hall joins the show to take a look at the current state of the housing market and share some housing stocks on his radar.