CG: Biden’ our Time Until a Vaccine
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 10 November 2020
⏱️ 41 minutes
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Summary
The Motley Fool’s Asit Sharma and Host Emily Flippen take a look at major consumer goods industries and companies in light of recent advances in the push for an effective coronavirus vaccine.
Stocks: Carnival Cruise (CCL), Norwegian Cruise (NCL), Royal Caribbean (RCL), Marriott International (MAR), Chipotle (CMG), Dunkin’ Brands (DKNG), Darden Restaurant (DRI), Walmart (WMT), Target (TGT), Costco (COST), Disney (DIS), Etsy (ETSY), Ollie’s Bargain Outlet (OLLI)
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.4 | Welcome to Industry Focus. I'm your host Emily Flippin and today is Tuesday Novemberth, exactly a week after election day here in the United |
| 0:36.2 | States. |
| 0:37.2 | I'm joined by the Motley Fool's Osset Sharma to take a look at the impact that we |
| 0:40.9 | expect on consumer goods stocks and industries, both as a result of the election, |
| 0:46.6 | but more importantly, as a result of some of the really positive news that we received yesterday |
| 0:51.2 | about the potential for a coronavirus vaccine. |
| 0:55.3 | Ausset, how are you doing? |
| 0:56.6 | Doing great, Emily. Just took a deep breath because we have so much material to cover. |
| 1:01.1 | I caught myself on that. I'm excited and yourself. We do, yeah. |
| 1:07.1 | We have a Motley collection of topics today. I know we're going to cover cruises, hotels, |
| 1:11.5 | entertainment companies, restaurants, so many industries that are |
| 1:16.2 | consumer goods industries and companies that are going to be heavily impacted based |
| 1:20.5 | off the development of a COVID vaccine. |
| 1:22.6 | So I'm looking forward to discussing it with you. |
| 1:25.0 | But I have to be honest. |
| 1:27.0 | I want to start with the industry that means the most to me individually. |
| 1:31.0 | It's probably going to give all of our listeners a little bit of a chuckle here. But of course, that's cruises. Nothing has changed for me over the past six months. I am still constantly checking cruise prices with no intent of getting on a cruise until I get a vaccine of course |
| 1:47.2 | But with all of the enjoyment of cathartically looking at these these vacations and trips that I'm unable to take. My assumption is |
... |
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