The hosts discuss the recent performance of utility stocks, including the Vanguard Utilities Index Fund and NextEra Energy. They delve into the factors that make utility stocks attractive to investors and speculate on the reasons behind their decline this year in the face of higher interest rates.
The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.
(00:16) Jason Moser and Dylan Lewis discuss:
- The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax.
- Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme.
- How Roblox’s return to office plans are a sign of the times for the pandemic darling.
(14:04) Ricky Mulvey caught up with Nick Sciple to check in on Next Era Energy and the rocky ride for utility stocks so far this year.
Companies discussed: INTU, VFC, RBLX, NEE, NEP, BWXT, CNQ, CEG
Host: Dylan Lewis
Guests: Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Tim Sparks
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