meta_pixel
Tapesearch Logo
Log in
Industry Focus

Energy: Revisiting our 2019 Roundtable and Mailbag

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

🗓️ 10 January 2019

⏱️ 40 minutes

🧾️ Download transcript

Summary

We return to our predictions from last week's episode to assess where we might have gone wrong in October and look forward to things to watch in 2019. Then, we go to the Industry Focus mailbag to answer your questions about renewable energy yieldcos, drones, solar energy, Kinder Morgan, 2019 stock picks, and a little non-stock discussion for those who listen to the end.

Stocks Mentioned:TERP, PEGI, NEE, BEP, VWDRY, AVAV, KMI, SPWR

Stories Mentioned:

Jason's Primer on Solar Energy Investing

What is the Duck Curve?

Utilities Speeding Up Coal Power Plant Closures (paywall)

Saudi Arabia's Latest Oil Production Cuts (paywall)

Check out more of our content here:

Or, reach us by email @ [email protected]

Thanks to LinkedIn for supporting Industry Focus. Go to linkedin.com/fooland get $50 off your first job post.

Transcript

Click on a timestamp to play from that location

0:00.0

Thanks to LinkedIn for supporting industry focus.

0:02.4

Find the right people for your business this year at LinkedIn.com slash fool

0:06.4

and get $50 off your first job post.

0:08.9

That's LinkedIn.com slash fool.

0:11.2

Terms and conditions apply. Welcome to Industry Focus, the podcast that dives into a different sector of the stock

0:18.2

market every day.

0:19.2

Today's Thursday, January 10th and we're discussing energy and industrials.

0:23.0

I'm your host Nick Saipel and today I'm joined by Molly Fool contributor Jason Hall via Skype.

0:27.0

How's it going Jason?

0:28.0

Happy New Year. I think it's still early enough in January I can get away with saying that so I'm going to say it

0:33.4

happy new year yeah happy new year this is our first new taping of the year you know

0:37.6

last week we used our pre-record front from back in October 4th where we you know

0:42.1

kind of looked ahead

0:42.8

to what was going on in 2019.

0:44.8

Some of those predictions have panned out,

0:46.1

some of them not quite so much.

0:47.4

So the first half of the show today,

0:49.1

we're gonna lay down maybe where we went wrong

0:51.7

and kind of pull the threat on why that might have occurred.

0:54.0

Then on the back half of the show, some of our listeners sent in some questions about different topics they wanted us to hit

0:59.5

when it comes to 2019 energy trends, so we're gonna hit that on the back half of the show but

1:04.5

but first off Jason you know we could have picked better timing when it came to the

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.