Investing Insights

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.    Timestamps0:06 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 DeliveriesNike’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 GrowthFollow us on social media.Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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.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 Introduction0:49 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 pick9:39 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 Follow us on social media.Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

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.  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.    Timestamps0:06 Introduction0:49 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 picks11:41 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?

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. 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 Introduction0:45 Inflation ticks up in August2:04 Kroger reports second-quarter earnings3:02 Where do money beliefs come from?4:13 Climate Week NYC is coming4:43 What are carbon offsets?5:27 Few flyers buy carbon offsets with plane tickets6:21 How would airlines handle carbon taxes?7:22 An airline stock that looks cheap today8:34 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 IntonCPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston CaldwellWhy We Expect Inflation to Fall in 2023 by Preston CaldwellWhat Is Financial Psychology? By Sarah NewcombFollow us on social media.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/

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 Introduction0:45 Morningstar headlines3:37 Apple keeps iPhone 14 prices the same as last year’s model7:00 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 Follow us on social media. Ivanna Hampton on Twitter: @ivannahamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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 Introduction0:35 Morningstar headlines4:18 Earnings season’s key takeaways6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming9:50 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)  Read about topics from this episode. Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera Top Stock Picks Among Lithium Producers by Seth Goldstein 5 Undervalued Cybersecurity Stocks by Dave Sekera Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell  Follow us on social media.Dave Sekera on Twitter: @MstarMarketsIvanna Hampton on Twitter: @ivannahamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/