Investing Insights

Latest Episodes:

We Examine Tesla's Stock and the Risks of a Strong Dollar Oct 07, 2022

Show notes

In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.

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.

Timestamps

0:06 Introduction

0:46 Lower Estimate of Tesla’s Stock

1:33Micron Stock: Chipmaker Trims Spending

2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints

3:17 Why 2022 Has Been a Terrible Year for Bond Funds

4:16 Used-Car Affordability Slams CarMax’s Earnings

6:42 CarMax’s Response to Inflation and Rising Interest Rates

10:49 Our Analyst’s View of CarMax’s Stock

11:53 Cheap Stock Picks: Ford, GM, and Gentex

14:40 Why Is the Dollar Strong Now?

16:33 Strong Dollar Threatens Company Earnings

19:07 Cheap Stocks to Consider as the Dollar Strengthens

Companies mentioned in this episode.

Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).

Read about topics from this episode.

Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries

Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued

Why 2022 Has Been Such a Terrible Year for Bond Funds

Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term

Strong U.S. Dollar a Headwing to Earnings Growth

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When's the Best Time for a Roth IRA Conversion? Sep 30, 2022

Show notes

In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.

0:06 Introduction

0:49 FedEx is cutting costs but remains undervalued.

1:32 Ford’s quarter will reflect supply chain issues.

2:32 Smartphone investing is causing different trading behavior in investors.

3:56 Why has Netflix decided now to create a cheaper ad-supported plan?

5:30 How can Netflix use subscriber growth from outside the US to their advantage?

6:56 Can a streaming service compete without live sports coverage?

8:36 Streaming service stock pick

9:39 Is the Time Right for Roth Conversions?

Companies mentioned in this episode.

Netflix Inc NFLX; FedEx Corp FDX; Ford Motor Co F; Disney DIS; Amazon AMZN; and Apple AAPL

Read about topics from this episode.

Is Your Smartphone Hurting Your Portfolio Performance?

Retiring in a Down Market? Consider These Strategies

Is the Time Right for Roth Conversions?

FedEx Issues Earnings Warning on Worsening Economic Outlook

Why Is Ford Stock So Cheap?

Which Funds Have Recently Bought or Sold Netflix?

The Thrill of the Trade

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Ivanna Hampton on Twitter: @ivannahampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

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

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https://www.linkedin.com/company/5161/

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Will Investors Ready, Set, Go for the Porsche IPO? Sep 23, 2022

Show notes

No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.

Timestamps

0:06 Introduction

0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.

2:06 Adobe is acquiring new design software

3:26 New lower fair value estimate for Compass Minerals’ stock

4:34 Why investors trade and how it can be dangerous to their portfolios.

6:12 What is driving the continued durability of utilities?

7:32 Is there room for utilities companies to grow?

10:21 Utilities stock picks

11:41 Retiring in a Down Market? Consider These Strategies

Companies mentioned in this episode.

Volkswagen AG (VLKAF); Adobe Inc (ADBE); Compass Minerals International Inc (CMP); NiSource Inc (NI) andDominion Energy Inc (D)

Read about topics from this episode.

Retiring in a Down Market? Consider These Strategies

Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?

Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche

Why We Trade

The Tragic Irony of Overconfidence in Investing

The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing

Investing in Climate Action: 2 Renewable Energy Stocks to Consider

Why Are Utility Stocks Doing So Well?

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High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike Sep 16, 2022

Show notes

Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.

0:06 Introduction

0:45 Inflation ticks up in August

2:04 Kroger reports second-quarter earnings

3:02 Where do money beliefs come from?

4:13 Climate Week NYC is coming

4:43 What are carbon offsets?

5:27 Few flyers buy carbon offsets with plane tickets

6:21 How would airlines handle carbon taxes?

7:22 An airline stock that looks cheap today

8:34 Stocks for a rising interest-rate environment

Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).

Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton

CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell

Why We Expect Inflation to Fall in 2023 by Preston Caldwell

What Is Financial Psychology? By Sarah Newcomb

Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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New iPhone Can't Make Apple's Stock Shine Sep 09, 2022

Show notes

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.

We want to hear what you think about the new format. Let us know at podcast@morningstar.com.

Timestamps

0:00 Introduction

0:45 Morningstar headlines

3:37 Apple keeps iPhone 14 prices the same as last year’s model

7:00 Should investors buy Apple stock?

8:07 Stock picks within the tech industry

10:11 Good reasons to overhaul a portfolio

Companies mentioned in this episode.

Starbucks (SBUX); Broadcom (AVGO); VMware (VMW); Apple (AAPL); Advanced Micro Devices (AMD); NVIDIA (NVDA); and ASML Holding (ASML)

Read about topics from this episode.

Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell

Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop

Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri

Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri

Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri

Ivanna Hampton on Twitter: @ivannahampton

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

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

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Beware of Buying Low in a Bear Market Sep 02, 2022

Show notes

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation.

We want to hear what you think about the new format? Let us know at podcast@morningstar.com.

0:00 Introduction

0:35 Morningstar headlines

4:18 Earnings season’s key takeaways

6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming

9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies

13:24 3 high-quality stocks investors should consider

Companies mentioned in this episode.

Gap (GPS); VMware (VMW); Lithium Americas (LAC); Albemarle (ALB); Livent (LTHM);DuPont de Nemours (DD); Eastman Chemical (EMN); BorgWarner (BWA); Okta (OKTA); Fortinet (FTNT); Zscaler (ZS); Equifax (EFX); Salesforce (CRM); and Zimmer Biomet (ZBH)