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

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Saipoll. I'm Dylan Lewis. And today

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

And we're talking energy. And today we're talking tech. Let's dive in.

It's Friday, May 14th and we're talking three full favorites that just reported earnings.

I'm host to on Lewis. I'm joined by Fool.com's ill-advised

indexer of incomplete information. Brian Folly. Brian how you doing?

I'm doing better than my portfolio is doing Dylan how are you doing? Yeah yeah I know

how that feels it's it's been a little bit of a rough week if you're a little bit more

growth-minded huh it's been a rough couple of weeks or even couple of months if you are

growth-minded. If you were buyer, say in February, the last few months have been brutal. If you have

cash on the sidelines and like are interested in growth, the last few months have been great.

Yeah, we talked about it all the time, but it's nice to have some cash on the sidelines so that those days where you're seeing a lot of red in your portfolio feel a lot more like opportunities

than they do lost money.

And I haven't done any buying immediately in part because I wanted to make sure I was clear to talk about a couple companies on today's show

But I have some cash on the side and I'm planning on putting it to use over the next couple weeks

Looking like there are some pretty attractive buying opportunities out there,

especially because a lot of those companies, Brian, were on my list anyways.

You know, they were companies at higher valuations that I was already interested in.

Spoiled for choice.

We did a show on Motleyville Live earlier this week where we had to talk about a

stock that we own that was down 25%. I had a few dozen choices to choose from, Dylan.

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