Nick Sciple: Welcome to
Industry Focus. I m Nick Sciple. This week, I m excited to welcome a special guest, David Gardner. David is The Motley Fool s co-chairman, chief rule breaker, and host of
The Motley Fool Rule Breaker Investing podcast. He is joining us today to discuss his approach to investing, and how he s used it to select energy and industrial stocks over the years. David, thank you for joining me.
David Gardner: It s a delight, Nick, and I really appreciate your focus on energy and industrials because while I ve often done more work picking video game companies or internet plays, the truth is that for years and years now, I have enjoyed looking in your areas and trying to find what are some great companies. They may not all be true Rule Breakers, I know we re going to talk some about that, but I think it s they re great companies. These are important areas of our society to say nothing of the stock market. I really appreciate your focus here and thank you for havin