Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.

It's Friday July 6th and we're getting sassy.

I'm your host Dylan Lewis and I'm joined on Skype by Fool.com's Brian Feroldi.

Brian what is up? How is your July 4th?

It was fantastic, very hot up here in Rhode Island so we did our best to avoid the

beaches because they were crowded.

How was your fourth villain?

It was also hot here in DC.

It was also a particularly bad time for my AC to decide to stop working in my house because I had a bunch of people over to

barbecue but we made the best of it and hung out on the deck. All right Brian we

are tackling a listener question today not one that was submitted to us

necessarily but one that was passed along from

someone that I think a lot of IF listeners probably know here's the clip.

Rule breaker investing mailbag item number one this one comes from Lewis

Miller.

David, I'm a long time fool from back in the 90s.

All right, and regular RBI podcast listener, thank you, Lewis.

In the last few years or so, as well as Tom and some of the other fool services you have recommended several

software as a service or sass I think a lot of people may know that acronym even

buzzword if you will these days companies in my memory sales force

CRM is the ticker symbol and that's a rule breaker recommendation for the last 10

years or so was the first such business model when it went public in the early 2000s

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