Energy: Never Will I Ever Buy a Commodity Stock That’s Not a Low Cost Producer
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 13 July 2017
⏱️ 24 minutes
🧾️ Download transcript
Summary
We all make investing mistakes, but buying a commodity producer lacking a cost advantage shouldn’t be one of them.
Transcript
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| 0:00.0 | Support for industry focus comes from our friends at Rocket Mortgage by Quicken Loans. |
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| 0:20.8 | Welcome to Industry Focus, the podcast that dives into a different sector of the stock market |
| 0:27.1 | every day. |
| 0:28.1 | Today is Thursday, July 13th, 2017, so we're talking about energy and industrials. |
| 0:33.0 | I am joined today by phone all the way from Thousand Oaks, California, |
| 0:38.0 | and he is one of the Motley Fool's exceptional contributing investors for the energy and material space, |
| 0:44.2 | Mr. Jason Hall. |
| 0:45.4 | Good morning, Jason, and how's it going? |
| 0:47.2 | Good morning, Sean, things are fantastic. |
| 0:49.6 | How are you? |
| 0:50.6 | Very, very well. |
| 0:52.3 | So, I got to congratulate you once again on your recently minted dad status. |
| 0:59.0 | Thank you. Thank you very much. It's been a lot of change, very little sleep, but well worth the experience so far. |
| 1:07.0 | No doubt about that. I'm sure you're going to crush this thing. |
| 1:11.0 | I'm learning a lot about myself and being humbled every day. That is |
| 1:16.5 | parenting 101 right there. So Jason many of our listeners may not have heard of you, but you've had a heck of a |
| 1:26.6 | foolish investing career. |
| 1:29.0 | You analyze companies in the space, you know, energy industrial's you dip over to technology and consumer goods |
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