Investing Insights

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Christine Benz

Alyssa Stankiewicz

Megan Pacholok

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Ivanna Hampton on Twitter: @IvannaHampton

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Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

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Top Retail Stocks on Sale This Holiday Season Dec 09, 2022

Show notes

In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.

00:45 Tesla begins delivering its semi-trucks.

01:51 Kroger rang up solid third-quarter earnings despite high inflation

02:36 Ulta Beauty continued its hot streak in the third quarter.

03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year?

05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal?

06:51 How does the brick-and-mortar retailers’ story this year compare to last year?

07:34 Where are the deals among these stocks?

09:25 Toys and video games stock pick ideas.

10:29 Stocks that Look Cheap

11:45 3 Ways to Manage Capital Gains Distributions in 2022

Read about topics from this episode.

Tesla: Stock of the Week

What You Need to Know About Capital Gains Distributions

What to watch from Morningstar.

Should You Buy Dividend Stocks in a Recession?

Retiring Soon? Make Sure to Check Your Asset Allocation

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Read what our team is writing:

David Sekera

Christine Benz

Susan Dziubinski

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Ivanna Hampton on Twitter: @IvannaHampton

Dave Sekera on Twitter: @MstarMarkets

Instagram: https://www.instagram.com/morningstar...

5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter

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Should You Buy Dividend Stocks in a Recession? Dec 02, 2022

Show notes

Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode.

Timestamps

00:38 Berkshire Hathaway Deserves More Credit

01:40 Dick's Sporting Goods Rallied Big in Q3

02:35 Visa’s CEO is Stepping Down

03:26 What happened at Disney, and more importantly, why?

05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?

05:46 What does this mean for Disney shareholders – and your expectation for the stock?

06:56 Are Dividend Stocks a Good Investment Today?

Read about topics from this episode.

Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

The Best- and Worst-Performing Stocks: Q3 2022

Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued

Energy Stocks Power Ahead on Earnings Gushers

Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations

What to watch from Morningstar.

Retiring Soon? Make Sure to Check Your Asset Allocation

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

We Examine Tesla's Stock and the Risks of a Strong Dollar

Read what our team is writing:

Ruth Saldanha

Susan Dziubinski

David Harrell

Follow us on social media.

Ruth Saldanha on Twitter: @karishmaruth

David Harrell on Twitter: @davidharrell

Instagram: https://www.instagram.com/morningstar...

Is It Too Late to Inflation-Proof Your Portfolio?

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Retiring Soon? Make Sure to Check Your Asset Allocation Nov 25, 2022

Show notes

In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”

0:06 Introduction

00:51 - What did you think was important to address as we watch the markets tumble?

01:54 - How does your webcast help investors identify the next steps?

03:30 - How does age play a role in reworking a portfolio?

04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?

05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?

Read about topics from this episode.

Check out Christine's Presentation

5 Portfolio Pitfalls and How to Fix Them

How a New Retiree Can Confront Market Turbulence

Positioning a Portfolio in Early Retirement

What to watch from Morningstar.

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

Read what our team is writing:

Chritine Benz

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Instagram: https://www.instagram.com/morningstar...

Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses

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Rising Interest Rates Make Bond Ladder ETFs More Appealing Nov 18, 2022

Show notes

In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.

00:05 Introduction

00:43 Disney Loses Some Magic as 2022 Ends

01:37 Roblox Has Mixed Messages in Q3

02:37 Lyft’s Ride to Disappointment

04:05 What’s a Traditional Bond Ladder and How Does It Work?

04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds?

06:21 What Makes Defined-Maturity ETFs Different?

07:58 What are Some of the Risks With Bond Ladder ETFs?

09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs?

10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start?

11:11 Is It Too Late to Inflation-Proof Your Portfolio?

Read about topics from this episode.

Uber, Lyft Drivers Remain as Contractors

Bond Ladder ETFs Can Help Investors Climb Higher

An Update on I Bond Yield

Your Inflation Toolkit

A Down-Market Survival Guide for Your 20s, 30s, and 40s

TIPS Versus I Bonds

What to watch from Morningstar.

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

We Examine Tesla's Stock and the Risks of a Strong Dollar

Read what our team is writing:

Susan Dziubinski

Chritine Benz

Saraja Samant

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/

Instagram: https://www.instagram.com/morningstar...

What Could the Midterm Election Results Mean for the Stock Market?

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Cheap Stocks For You to Consider Nov 11, 2022

Show notes

What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains.

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

0:06 Introduction

00:24 Can Uber Lift Your Portfolio?

01:29 Disaster-Proofing Your Portfolio

02:45 Starbucks is Resilient in Q4

04:04 Why does the COP 27 meeting matter?

06:00 What have we achieved since Cop 26?

06:44 Are the pledges made by countries binding? Who holds them accountable?

07:08 What next from here?

07:42 What a Divided or United Government Means for Investors

Read about topics from this episode.

How to Cope With Financial Shocks

Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties

Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends

Special Report: For Investors, COP27 Summit Brings New Opportunities

10 Reasons Why ESG Won’t Be Stopped

What to watch from Morningstar.

What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

Where to Park Your Cash and Find Recession-Resistant Stocks

Markets are Undervalued, and We Highlight Some Cheap Stocks!

We Examine Tesla's Stock and the Risks of a Strong Dollar

Read what our team is writing:

Follow us on social media.

Ruth Saldanha on Twitter: @karishmaruth

Leslie Norton on Twitter: @leslienortonnyc

David Sekera on Twitter: @MstarMarkets

Instagram: https://www.instagram.com/morningstar...

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What to Buy or Skip: I Bonds, Apple, Amazon, or Meta Nov 04, 2022

Show notes

In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.

Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

Timestamps

0:06 Introduction

00:39 Meta’s Disappointing in Q3 Earnings

01:50 0Amazon Delivered a Sting

02:58 Apple is Eating Up Earnings

04:23 How do I-bonds work?

04:41 What should investors expect over the next six months?

05:07 I-bonds come with some limitations. What are those?

05:25 How can someone use I-bonds as an emergency fund?

05:48 How can I-bonds help save parents some money?

05:59 Where can investors buy I-bonds?

06:11 What Belongs on Your Preretirement Radar?

Read about topics from this episode.

Slashing Meta’s Stock Fair Value Estimate to $260 From $346 https://www.morningstar.com/articles/1120902

Apple Reports Strong Earnings, but Stock Still Overvalued https://www.morningstar.com/articles/1121415

Cutting Amazon Stock’s Fair Value Estimate to $150 From $192 on Disappointing Q3 Earnings https://www.morningstar.com/articles/1121414

How to Hedge Against Inflation Using I Bonds https://www.morningstar.com/articles/1093977

A Down-Market Survival Guide for Retirees https://www.morningstar.com/articles/943447

Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815

Read what our team is writing:

Katherine Lynch https://www.morningstar.com/authors/2337/katherine-lynch

Christine Benz https://www.morningstar.com/authors/30/christine-benz

Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb

Instagram: https://www.instagram.com/morningstar...

What Investors Should Know About Behavioral Tricks in Financial Products

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Buy an Annuity Now? And How to Spot Financial Tricks Online Oct 28, 2022

Show notes

In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for.

Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

0:06 Introduction

0:45 Tesla was on autopilot in the third quarter.

1:46 AT&T is strong in Q3.

2:42 Snap disappoints for the third quarter in a row.

3:38 In behavioral finance, there are “nudges” and “sludges”. Can you define those?

4:29 How do we see “nudges” and “sludges” at work in our lives?

6:02 What are dark patterns? What are some that we should watch out for?

7:17 What do “dark patterns” look like in financial products?

10:38 Is the Time Right for Annuities?

Read about topics from this episode.

What Tesla Stock’s 50% Decline Means for the Market

Is AT&T Stock a Buy Ahead of Earnings?

Snap Earnings Disappoint for Third Consecutive Quarter

Your Guide to Annuities

Understanding the 4 Key Annuities Types

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Christine Benz on Twitter: @Christine_Benz

Sarah Newcomb on Twitter: @finance_therapy

Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb

Instagram: https://www.instagram.com/morningstar...

10 Stocks for a Recession

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Where to Park Your Cash and Find Recession-Resistant Stocks Oct 21, 2022

Show notes

In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy.

Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.

Timestamps

0:06 Introduction

0:44 Stocks for a Recession

1:50 Wells Fargo missed the mark for third quarter earnings.

2:35 Delta airlines reported a strong third quarter.

3:57 Should gig workers be considered employees?

5:48 What is the main risk of the Biden administration’s new proposal?

8:37 What is the reaction from Uber, Lyft, and DoorDash?

9:23 What does Uber, Lyft, and DoorDash stocks look like today?

10:23 How to Make Your Cash Work Harder as Interest Rates Rise

Read about topics from this episode.

Risk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated

Opportunities Seen in the Industrial Sector Amid Economic Headwinds

Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3

Best Financial-Services Companies to Own: 2022 Edition

3 Recession-Resistant Stocks

What Is a Recession?

Read what our team is writing:

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Instagram: https://www.instagram.com/morningstar...