CG: A Mid-Cap Stock Medley With POOL and SPB
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 6 March 2018
⏱️ 33 minutes
🧾️ Download transcript
Summary
We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.
Transcript
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| 0:00.0 | Support for the Motley Fool and Industry Focus comes from our friends at Rocket Mortgage by Quicken Loans. |
| 0:04.8 | Home plays a big role in your life. That's why Quicken Loans created Rocket Mortgage. |
| 0:08.4 | It lets you apply simply and understand the entire mortgage process fully, |
| 0:12.0 | so you can be confident that you're getting the right |
| 0:13.8 | mortgage for you. To get started go to quicken loans.com slash fool. |
| 0:18.2 | Welcome to Industry Focus, a podcast that dives into a different sector of the stock market every day. |
| 0:25.0 | It's Tuesday, March 6th, and I'm your host, Vincent Chen. |
| 0:28.0 | We've heard your feedback for 2018 Fools, and we are going to continue with our coverage of lesser known sectors and companies in the consumer and retail world. |
| 0:35.8 | Today we have a couple of mid-cap stocks for you. |
| 0:38.9 | Mid-cap typically including companies with market caps between two and ten billion dollars |
| 0:44.0 | so joining me for this discussion via Skype is senior Motley Fool contributor |
| 0:48.3 | Asset Sharma hey asset hope all as well all as well all as well on this and Vince except that I heard we have another two |
| 0:57.1 | weeks of cold weather in Raleigh, North Carolina so I'm particularly excited to be |
| 1:02.3 | talking about the first of these two companies today. |
| 1:05.0 | I will ask with some of the crazy weather recently, did you guys get hit by a lot of wind the past week? |
| 1:10.0 | Yeah. |
| 1:11.0 | I had to struggle to keep my two pay on about a week ago. |
| 1:15.0 | All right, so the first company, and both of these companies, you pitched me out of sit. |
| 1:20.0 | I'm really glad that you kind of brought them onto our radar. |
| 1:23.5 | The first one is Pool Corporation, |
| 1:25.3 | Taker Po-O-O-L, very fitting. |
| 1:28.8 | So let's jump right into it. |
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