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Industry Focus

Energy: Is Linde lindy?

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 8 July 2021

⏱️ 33 minutes

🧾️ Download transcript

Summary

Motley Fool Senior Analyst John Rotonti joins the podcast to break down the industrial gas industry and the case for investing in industrial gas giant (and Dividend Aristocrat) Linde.

Stocks Discussed: LIN, APD, AIQUY

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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 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.

0:25.0

This episode of Industry Focus was recorded on June 28, 2021.

0:31.0

Some things may have changed between then and when you're hearing this episode.

0:36.3

Well, industry focus. I'm Nick Saipel. This week, Motley Fool's senior analyst John Rataanti returns to the show to take a look at the

0:42.3

industrial gas industry, focusing on one of its most dominant players.

0:47.0

John, welcome back on the show.

0:48.0

Thanks, Nick.

0:50.0

Always love being on the show.

0:51.0

I was just thinking back before I came on I think this is the fourth

0:53.4

episode we've done on your on your industrial podcast and I and I've loved it all it's one of my

0:59.7

favorite things I do at the Molly Fool well I'm excited to have you back on. We've got another exciting

1:07.5

sector to talk about. So in the past we've talked about water heaters. So we've talked about water.

1:10.8

Now let's talk about gas. So why so I mentioned we're going to talk about Lindy later,

1:16.0

but first off, just want to give an introduction into the industrial gas market.

1:19.0

Folks who may not be familiar with this, what is it, what do they do,

1:22.0

why does this matter? Why is this important in the world? Lindy. with this

1:23.3

what is it what do they do why does this matter why is this important in the world

1:24.0

Lindy is the largest industrial gas company in the world it generates about 28 billion in sales has a market cap of 148 billion. It does have net debt of 11.6

...

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