CG: How To Take Advantage of Big Changes in the Online Streaming and Coffee Industries

Industry Focus

The Motley Fool

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4.6 • 854 Ratings

🗓️ 10 May 2016

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

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Summary

Big changes are happening in the world of entertainment and coffee consumption, here’s how investors can position their portfolios.

Transcript

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0:00.0	Are streaming services really a cable killer?
0:02.4	All that and more on this Consumer Goods Edition of Industry Focus?
0:05.7	Greetings
0:16.7	Shawlle, Sean O'Reilly here in full headquarters in Alexandria, Virginia. It is Tuesday, May 10th, 2016, and joining me on air via Skype is the one and only Dan.
0:24.1	How are you Dan?
0:25.2	I'm good, happy to be back.
0:26.9	So you're a New Englander, but you're in Florida?
0:30.0	I am.
0:31.5	I'm very lucky to work for fool or be a contractor for fool and that lets me be wherever
0:36.3	I want and honestly who would want to be in 50 degree Connecticut when I can be an 85 degree
0:41.1	West Palm Beach?
0:42.1	Did you uh... are you on the beach?
0:44.2	I'm not on the beach.
0:45.1	I'm actually sitting at our condo,
0:46.5	but as soon as we're done, I'm heading to the beach.
0:48.9	All right, well, that's good.
0:50.4	Did you hear about the record rainfall we're getting in DC?
0:54.0	Like 13 straight days and it's still going to be cloudy all week.
0:58.0	I think it's fitting given where politics is right now.
1:01.0	It's symbolism, man, symbolism. The founding fathers are
1:04.9	crying. Yeah they're weeping. So first topic we want to talk about if
1:12.0	streaming live TV services like Dishes Sling and the PlayStation
	...

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