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Industry Focus

Energy: SpaceX News, Boeing's Troubles & UPS Earnings

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

🗓️ 4 February 2021

⏱️ 24 minutes

🧾️ Download transcript

Summary

It’s a grab bag of topics on this week’s episode as Lou Whiteman joins the show to break down the good and bad news that’s coming out of SpaceX, the latest plane troubles, at Boeing, UPS earnings, and more. Listen to the end to hear about Lou and Nick’s favorite shipping/logistics stock: XPO Logistics.

Stocks Mentioned: BA, UPS, FDX, XPO, AMZN

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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.

0:24.0

Welcome to Industry Focus, I'm Nick Saipel.

0:29.0

We've got a big show for you this week.

0:31.0

Space Hacks has all kinds of news. Boeing has more plane trouble

0:34.7

and UPS just reported earnings buoyed by this surge in online shopping we've

0:39.0

seen during the pandemic. Joining me to help break it all down is Motley Fool contributor Lou Whiteman Lou

0:44.5

thanks for joining me. Always a pleasure. Yeah it's a set off the top of the show very

0:49.2

very full a full show lots of topics going on this week so I just want to get into it right off the bat first off we've got space X in the news this week for lots of reasons some of them good some of them bad want to go with the good news first space SpaceX says they're going to send their first

1:04.4

all civilian crew to orbit this year.

1:07.6

Yeah and you know the funny thing about this is is that how quickly this suddenly looks routine

1:12.2

I mean it was it was less than a year ago it was May

1:14.4

2020 that we were celebrating their doing the crew dragon doing its first launch

1:19.2

to the space station and it almost feels routine there's going to be one of those

1:24.4

dragon capsules parked at the space station almost indefinitely from now on

1:28.1

this is a it's it's a next step from there but it's really amazing to see how much this story has shifted in a very short amount of time from concept to actual no we're doing this it's it's on

1:42.4

So Lou hot seat Virgin Galactic what do you think you know I mean yeah I mean the

1:48.0

the real question is how much demand is there at these price points and what I would much rather be SpaceX with a diversified

1:56.5

business right now than Virgin Galactic. They're planning other things but right now they are

...

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