Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
13 Subscribers
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© 2022 Morningstar, Inc.
Investing Insights
13 Subscribers
Reviews
4.7 out of 5 stars
4.7 Based on 31 reviews
Cornhusker55
1 out of 5 stars
Tough listen
New host seems uneducated. Uses slang terms; not professional. Bring back old format.
Tennisleague
1 out of 5 stars
Not a fan of new host/format
This used to be one of my favorite podcast. Quick, informative, presented well. Now it sounds much more forced scripted and the host comes off more as reading the information rather than presenting the information. I’ll give it a few more, but with all the choices out there I probably won’t stick around long with this format and host.
Kayanna2019
1 out of 5 stars
Please bring back the old format
Please bring back the old format. It was so much better. Quick information that was delivered in an intriguing manner. The new format is leading me to cut this podcast as unnecessary for future consumption. I’ll give it another couple weeks but the previous one was so much better.
Pediheart
3 out of 5 stars
new host just not that good…
during a difficult market period putting a new host in who seems to be reading a script but not offering insights was a poor choice. She may know a lot but she doesn’t show it and just hearing christine benz’ interview is a stark contrast to the ‘feel’ of competence of this new host. Ms Hampton also has kinda ‘mushy’ diction for a podcast host with ends of some words being garbled. I love this podcast but this new direction is of unclear benefit
PeppyDolphin
5 out of 5 stars
Good so far!
I’ve liked the last couple episodes.
Havy09
1 out of 5 stars
Not for everyone
Antiquated and not a value add
RivPro
1 out of 5 stars
Can’t understand the guests
On Ev episode you can’t understand the guest speaker
disappointeddrinker
1 out of 5 stars
Episode 126
I honestly can’t believe this!! I will definitely not take anymore advice from you guys sorry but I don’t believe in this kind of propaganda so I will be unfollowing you! In this day an age I think people of every color have the same opportunities in life the fact that there are more black people coming from one income households particularly gets my feathers ruffled you can’t have it both ways either you think it’s best for two parents to be in a household or you think it should be one I’m guessing since you obviously believe in this you also support BLM and they specifically teach one parent household!! Stay stupid
Colin 0308
5 out of 5 stars
Review of Episode on 05/28/2021
Love this episode that the show invited current analysts to talk about the companies they are working on! In addition, this episode is very informative which intrigued me to dive into those companies’ research reports from Morning Star.
malfoxley
5 out of 5 stars
Great show!
Joe, host of the Investing Insights podcast, highlights all aspects of finance, investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!
CS from Oklahoma
5 out of 5 stars
One of the Best!
This podcast is informative and a good use of time! One of my favorite podcasts.
ah1549bd
1 out of 5 stars
CUT THE SLIDE NOISE
ALMOST a good podcast. But you have to sit the and hear the speaker click their mouse and hear the slide transition sounds as they go through their material. At the very least they could mute slide transitions and use the space bar to transition slides so you can’t tell that their sitting there reading a script. Incredibly simple to fix, but very distracting.
Bobbyil
3 out of 5 stars
Great info, bad editing
Always has great information to share but the strange sound effects while people talk make it hard to listen.
YannisD
4 out of 5 stars
Premium Subscriber - why the strange sound effects ?
Hi Premium subscriber to your website and regular listener. Why the strange sound effects over the top while people are being interviewed? it’s quite distracting and unnecessary and sounds awful and kind of weird. Referring to the wooshing sound with kind of single base tone last heard on most recent podcast around Feb 18.
rje14
3 out of 5 stars
5-Star content with 2-Star audio
Love the pod and much of Morningstar’s content and services. With that said, the audio effects and mouse-clicking sounds need to go... it’s incredibly distracting. I’ve turned off episodes only minutes from the start because of all the excess noise and distractions. As a supportive listener and fan of Morningstar, please clean up your audio!
Ali Schu
5 out of 5 stars
I think your is just absolutely fabulous!
Thank you for educating me! Ali Schuback
hdthmoiy
1 out of 5 stars
Poor technical quality
Poor technical quality............
Othenon
2 out of 5 stars
Speak slowly and clearly please
Listening to an episode discussing funds that just re-opened and the first analyst was completely unintelligible. Every speaker seems to be racing to finish their segment - sssslllloooowwww down. It’s ok to provide less content.
TerryTXNM
3 out of 5 stars
Enunciation please
Repeatedly, on almost every episode, speakers garble or swallow fund or stock names. This is frustrating because I would like to research further but even with slowing playback to 50% cannot make out the name. This makes me wonder if there is video somewhere to accompany the verbal podcasts and the speakers are depending on the visuals to clarify.
JoeBoiler11
5 out of 5 stars
Great Pod
Great analysis helping me learn more about investing!
Pennywise0912
5 out of 5 stars
Worth the Listen
I enjoy the podcast very much. Great information with good insights with very little commercials. I’ve had the pleasure of meeting Christina Benz several years ago and she as pleasant in person as she comes across on this podcast.
Tyson Reynoldson
5 out of 5 stars
High quality
Do more than one a week! :)
Adguru100
5 out of 5 stars
Outstanding, unbiased, honest reliable forecasts
Ion longer bother looking at financial websites which I felt were manipulating, or worse, confusing me with their investment ideas. At times I felt it was a pump and dump scheme. Morningstar is the only source I have found that I can trust for my long-term investment plan. TY 😀
doosmakina
4 out of 5 stars
Speaker arrangement
Enjoy the podcast immensely but could you move Bob Johnson from first place. He's great and always has good info but as an opening act, it's like Groundhog Day in Econ Class. Nothing personal, Bob, just want to get to the market meat and save the macro for dessert.
iNadly
4 out of 5 stars
Well rounded weekly insights
Brief and to the point, unbiased and covers a spectrum of topics. My favorite investment podcast. Keep it up!
Viejito19
3 out of 5 stars
Too Keynesian
The news bits are good, but the economic analysis is way too Keynesian.
Mark 9999
5 out of 5 stars
Great content
Always great content from the Morningstar crew. The qty has slowed down in April leaving me curious as to their plans to continue this worthwhile podcast.
Kékcsillag
4 out of 5 stars
Great content but those 2 guys are really annoying!!! :)
Generally great content but I find those 2 guys extremely annoying!: Jason Stipp and Jeremy Glaser. they seem to have some secret game going on to see who can speak faster and louder in the most annoying way! Annoying M* Guys, there is actually an art and science to being on camera and voice and delivery… maybe you should attend some courses in it!
hong0059
5 out of 5 stars
Great content
Morningstar continues to have great content and is dedicated to investor education.
Cahoon Family
5 out of 5 stars
No problems here
I've had no problems downloading. I would just like more content. Keep the information coming.
In Withdrawals
1 out of 5 stars
What's wrong with your server?
I have a FAST broadband connection AND it takes ten minutes to download your five minute audio features. This is at two in the morning on a Sunday. It's not just once either. Your tech is way behind your content. Why! Content is five star, tech is minus five stars
Podcast information
- Amount of episodes
- 197
- Subscribers
- 13
- Verified
- No
- Website
- Explicit content
- No
- Episode type
- episodic
- Podcast link
- https://podvine.com/link/..
- Last upload date
- November 25, 2022
- Last fetch date
- December 1, 2022 2:05 AM
- Upload range
- WEEKLY
- Author
- Morningstar
- Copyright
- 2022 Morningstar, Inc.
susbcribers
- Retiring Soon? Make Sure to Check Your Asset AllocationIn 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 Is It Too Late to Inflation-Proof Your Portfolio? 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. Cheap Stocks For You to Consider 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 Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/0 comments0
- Rising Interest Rates Make Bond Ladder ETFs More AppealingIn 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. Check out Christine's Presentation Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses 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. Cheap Stocks For You to Consider 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/ Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/0 comments0
- Cheap Stocks For You to ConsiderWhat 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. What Could the Midterm Election Results Mean for the Stock Market? 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: Ruth Saldanha Susan Dziubinski Leslie Norton David Sekera Sarah Newcomb Follow us on social media. Ruth Saldanha on Twitter: @karishmaruth Leslie Norton on Twitter: @leslienortonnyc David Sekera on Twitter: @MstarMarkets Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/0 comments0
- What to Buy or Skip: I Bonds, Apple, Amazon, or MetIn 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 that can 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 Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/0 comments0
- Buy an Annuity Now? And How to Spot Financial Tricks OnlineIn 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 Investors Should Know About Behavioral Tricks in Financial Products 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: Sarah Newcomb Christine Benz Susan Dziubinski Ivanna Hampton 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 Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/0 comments0
- Where to Park Your Cash and Find Recession-Resistant StocksIn 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. 10 Stocks for a Recession 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: Susan Dziubinski Christine Benz Ali Mogharabi Ivanna Hampton Follow 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/5161/0 comments0
- Markets are Undervalued, and We Highlight Some Cheap Stocks!Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains. Investing Insights is a mix of market news, insights from analysts, and personal finance tips. Timestamps 0:06 Introduction 0:30 Norwegian Cruise Line Sails Through a Rough Quarter 1:27 How Can Investors Cope With Fear? 2:18 AMD Dipped In Q3 3:19 Does Your Retirement Plan Need More Annuity Options? 3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy? 5:02 Which Investors Do Not Gain Value from Annuities? 6:34 Who Benefits From Annuities? 7:33 What Should Investors Do if They Benefit from Annuities? 9:09 Where To Invest Your Money In Q4 2022 Companies mentioned in this episode. Norwegian Cruise Line Holdings Ltd ( NCLH); Advanced Micro Devices Inc ( AMD); Nvidia ( NVDA); Intel Corp ( INTC); Micron Technology Inc ( MU); Zoetis Inc ( ZTS); Zimmer Biomet Holdings Inc ( ZBH); Illumina Inc ( ILMN) Read about topics from this episode. Fear Itself AMD Stock Is a Bargain Your Guide to Annuities A Down-Market Survival Guide for Pre-Retirees Is an Annuity Right for You? Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations As Pendulum Swings, Stocks Go From Overvalued to Undervalued 3 Lessons for Investors From the Third Quarter What a Strong U.S. Dollar Means for Investors What's Next for the Stock Market? Read what our team is writing: Ruth Saldanha Susan Dziubinski David Sekera Follow us on social media. Ruth Saldanha on Twitter: @KarishmaRuth Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/0 comments0
- We Examine Tesla's Stock and the Risks of a Strong DollarIn 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 Follow 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/5161/0 comments0
- When's the Best Time for a Roth IRA Conversion?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 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 Follow 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/5161/0 comments0
- Will Investors Ready, Set, Go for the Porsche IPO?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. 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 investor’s 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?0 comments0
- High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike0:06 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 Follow 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/5161/0 comments0
- New iPhone Can't Make Apple's Stock ShineInvesting 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 Follow 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/5161/0 comments0
- Beware of Buying Low in a Bear Market0:00 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) 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: @MstarMarkets 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/5161/0 comments0
- Will Rising Interest Rates and Inflation Sink Dividend Stocks?In this week’s podcast, Dave Sekera and David Harrell discuss midyear dividend stock picks, Russ Kinnel reveals 3 good funds having a great year, and Carole Hodorowicz and Katherine Lynch talk about how to prepare for a recession.0 comments0
- Don’t Give Up on This Vanguard International ETFIn this week’s podcast, Dave Sekera and Susan Dziubinski talk about where to invest your money in 2022, Dan Sotiroff shares his thoughts on great international ETFs having a tough year, and Christine Benz and Susan Dziubinski discuss retirement in a bear market.0 comments0
- Your 2022 Midyear Portfolio Checkup Part TwoThis week, we’re going to dive into Part Two of Your 2022 Midyear Portfolio Checkup. Please check out part one if you missed the previous episode. Today, Morningstar’s director of personal finance Christine Benz explains how to recession-proof your portfolio, guard it against inflation, and use tax strategies during a bear market.0 comments0
- Why Dividend-Growth Stocks Might Be Good Choices During InflationIn this week’s podcast, David Harrell and Dan Lefkovitz discuss dividend growth stocks. Christine Benz gives you a retirement policy to-do list. Patricia Oey and Susan Dziubinski talk 529 plans. Carole Hodorowicz and Katherine Lynch break down rising interest rates.0 comments0
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