

3 Stocks to Buy Before They Bounce Back
Feb 3, 2025
In this engaging discussion, Dave Sekera, Morningstar's Chief U.S. markets strategist, shares his insights on the economy and investment strategies. He explores the impact of new tariffs on trade and stock prices. The conversation delves into upcoming earnings from major companies like Alphabet and Amazon, and how inflation is shaping market dynamics. Sekera gives a spotlight to undervalued stocks, analyzing Microsoft and Lockheed Martin as strong picks. He also examines the booming obesity drug sector and reviews the implications of AI developments on tech stocks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 5min
Tariff Talks and Earning Insights
04:34 • 8min
Market Dynamics in the Obesity Drug Sector
12:46 • 2min
Market Reactions and Earnings Insights
14:49 • 13min
IBM's Business Landscape and Future Projections
27:56 • 2min
Undervalued Stocks: Microsoft and Lockheed Martin
29:40 • 4min
Evaluating ASML: A Semiconductor Leader's Stock Potential
33:43 • 4min