4.6 • 854 Ratings
🗓️ 11 February 2021
⏱️ 48 minutes
🧾️ Download transcript
Motley Fool Co-Chairman, Chief Rulebreaker, and host of the Motley Fool’s Rulebreaker Investing Podcast joins the show to discuss his approach to investing and several energy and industrials themes Nick identified in David’s Stock Advisor and Rulebreakers picks.
Stocks Mentioned: CNI, WM, DAR, TSLA, PRLB, NEE, SEDG
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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 Seyple. I'm Dylan Lewis. And today |
0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
0:20.4 | And we're talking energy. And today we're talking tech. |
0:23.0 | Let's dive in. |
0:24.0 | Welcome industry focused. |
0:28.0 | I'm Nick Seyple. |
0:29.0 | This week I'm excited to welcome a special guest, David Gardner. |
0:33.3 | David is the Molly Fool's co-chairman, |
0:34.8 | chief rule breaker, and host of the Molly |
0:36.5 | Fool's rule breaker investing podcast. |
0:39.1 | And he's joining us today to discuss his approach |
0:41.6 | to investing and how he's used it to select energy and industrial stocks over the years. |
0:46.0 | David, thank you for joining me. |
0:47.4 | It's a delight, Nick, and I really appreciate your focus on energy and industrial because while I've often done more work picking |
0:57.4 | video game companies or or internet plays the truth is that for years and years now I have enjoyed looking in your areas and trying to find what are some great companies. They may not all be true rule breakers and I know we're going to talk some about that but I think it's it's |
1:14.3 | they're great companies these are important areas of our society to say nothing of the stock |
1:19.8 | market so I really appreciate your focus here and thank you for having me on. |
1:22.4 | Yeah I'm excited to have you on it. Yeah, I'm excited to have you on it. So I really appreciate your focus here and thank you for having me on. |
1:22.8 | Yeah, I'm excited to have you on it. Yeah, to David's point, we're all true generalist here at the Motley |
1:26.8 | 4, paying attention to things that are going on all over the stock market and I think that helps us be better analysts. |
1:32.0 | So we've got a great conversation planned. |
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