Wildcard: Jeans Post-Vaccine
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 25 November 2020
⏱️ 48 minutes
🧾️ Download transcript
Summary
Motley Fool Contributor Asit Sharma returns to the show to update us on blue jeans stocks (last discussed on our 11/26/19 episode) and take a look at how a vaccine might impact retail at large. In addition, Asit and Nick share some retail investments on their radar as we head into 2021.
Reminder: There will be no Industry Focus episode on Thursday OR Friday this week, due to the Thanksgiving holiday.
Stocks Mentioned: LEVI, KTB, KSS, GME, REAL, WMT, JWN
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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 Seidful. I'm |
| 0:14.7 | Dylan Lewis. And today we're talking financials. Today we're talking |
| 0:18.2 | consumer goods. Wild-Carp! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.2 | Welcome Industry Focus, I'm Nick Saipol. On today's episode we're updating the story on Blue |
| 0:31.9 | Gene stocks, which we last discussed on |
| 0:33.9 | our November 26th 2019 episode and we'll be taking a look at how the coronavirus is |
| 0:39.2 | impacting retail returning to the podcast to help me break it all down as a |
| 0:42.6 | Motley Fool contributor Osset Sharma. |
| 0:44.2 | Osset, welcome back on the podcast. |
| 0:46.0 | Thanks a lot, Nick. |
| 0:47.0 | I'm excited to be back and of course this is a podcast so you can't see but |
| 0:51.0 | I'm wearing my favorite pair of blue jeans to talk blue jeans today. |
| 0:55.6 | We all are right it's 2020 I don't know when anybody has dressed up this year I just |
| 1:00.8 | just let folks know so we're pre-recording this episode on |
| 1:04.1 | November 23rd. It's the week of Thanksgiving. So we're recording this a little |
| 1:08.4 | bit early and just one extra programming note there will be no |
| 1:10.6 | industry focus podcast on Thursday because of Thanksgiving. |
| 1:15.1 | But today, as I said, we're talking a little bit about how coronavirus is impacting retail. |
| 1:20.8 | And obviously everybody has seen the news these past a couple weeks we've had two vaccine candidates one from Pfizer one from Moderna I believe there was another one that came out to today on Monday from Oxford. |
| 1:33.0 | So lots of great news about and folks really positive about this idea that maybe towards the end of next year, |
| 1:39.0 | we can have a vaccine with wide distribution that's effective. |
... |
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