Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks
Episode 283
Friday, September 6, 2024 • Duration 12:07
Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
How Consumer Demand in the Recreational Vehicle Industry Has Evolved
What Factors Are Impacting Recreational Vehicle Companies?
How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles
Is Recreational Vehicle Demand Correlated with Oil Prices?
How Wealth and Market Activity Impact Consumer Behavior
What’s Behind Polaris and Malibu Boats’ Competitive Advantage?
What a Strong Economy Now Means for the Rest of 2024
Episode 272
Friday, June 21, 2024 • Duration 13:24
Tom Lauricella, Morningstar’s global markets editor and Smart Investor newsletter editor, discusses how a strong economy has defied expectations, why it’s still worthwhile to invest in bonds, and what to watch for in the second half of 2024.
How is the Market Reacting to the Federal Reserve’s Interest Rate Forecast?
High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike
Episode 182
Friday, September 16, 2022 • Duration 12:38
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 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).
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)
Beware of Buying Low in a Bear Market
Episode 180
Friday, September 2, 2022 • Duration 17:38
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 (); Fortinet (); Zscaler (); Equifax (); Salesforce (); and Zimmer Biomet ()
4 Reasons Why the Stock Market Has Delivered Impressive Performance
Episode 271
Friday, June 14, 2024 • Duration 17:39
Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.
Should You Invest in Spot Ether ETFs?
Lululemon on Track Despite Slowdown in Americas
The Fed’s Inflation Outlook Is a Little Too Pessimistic
Good News from the Fed’s New Inflation Report
Will the Fed Cut Interest Rates in 2024?
How Investors Can Interpret the Fed Lifting its Long Run Interest Rate
Why Are Stocks Hitting Record Highs
How the Growing US Economy Has Supported Stocks Impressive Performance
Is Inflation Finally Trending Down Again?
Why Wall Street’s View of the Fed is Changing
Will Record Profits During Company Earnings Continue?
Why More Diversification Doesn’t Mean Better Returns
Episode 270
Friday, June 7, 2024 • Duration 14:33
Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.
The Benefits of Portfolio Diversification
How Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?
Why the Well-Diversified Portfolio Struggled in 2023
Is it Worth it to Invest Beyond the 60/40 Portfolio?
Why Interest Rate Pivots Are Painful and Encouraging
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Episode 269
Friday, May 31, 2024 • Duration 21:48
Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.
Nvidia’s 10-for-1 Stock Split
Target’s Weak Sales and Declining Market Share
Vanguard’s New CEO Starting Soon
Investing for Each Life Stage
Financial Priorities When You Approach Retirement
Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement
Why Retirees Struggle to Start Tapping Into Their Portfolios
Financial Priorities When You Retire
What Investors Need to Know About Destiny Tech100
Closed-End Funds vs Open-End Funds
Why Destiny Tech100’s Net Asset Value Premium is “Insane”
Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?
Maximize Credit Card Points for Better Trips and Rewards
Episode 268
Friday, May 24, 2024 • Duration 24:58
David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.
Credit Card Points
How Do Travel Credit Cards Work?
Why Did Credit Card Companies Start Offering Rewards?
Why Have Credit Card Programs Become a Part of Airlines' Business Models?
Could Credit Card Companies Pull Back on Rewards?
Surcharges with Credit Cards
What is the Cost of Points and Miles?
Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?
Spending vs Splurging
What to Know Before Researching Credit Card Rewards
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