Investing Insights

In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans. 00:00 Introduction00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard 02:04 Campbell cooked up a strong start to the fiscal year02:55 Chewy chewed up some strong Q3 earnings04:23 What plan sponsors like employers are required to do when creating retirement plans?05:30 What was the Trump-era policy concerning ESG funds?07:13 What are the changes under the Biden era?08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?09:42 How could ESG funds factor into an employer’s decision?10:59 Different perspectives about the adoption of ESG funds in workplace plans14:18 Tips on Taking Last-Minute RMDs in 2022 Read about topics from this episode. Microsoft Stock Attractive Whether or Not Activision Deal Goes ThroughAlternative Funds Are Winners in 202290% of Companies Are Developing an ESG StrategyIf You Haven't Taken RMDs Yet in 2022, Watch This VideoWho Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule What to watch from Morningstar.Top Retail Stocks on Sale This Holiday SeasonShould You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to Consider Read what our team is writing:Christine BenzAlyssa StankiewiczMegan Pacholok Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season. 00:45 Tesla begins delivering its semi-trucks.01:51 Kroger rang up solid third-quarter earnings despite high inflation02:36 Ulta Beauty continued its hot streak in the third quarter.03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year?05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal? 06:51 How does the brick-and-mortar retailers’ story this year compare to last year? 07:34 Where are the deals among these stocks? 09:25 Toys and video games stock pick ideas.10:29 Stocks that Look Cheap11:45 3 Ways to Manage Capital Gains Distributions in 2022 Read about topics from this episode. Tesla: Stock of the WeekWhich Retail Stocks Are Well-Positioned for 2022 Holiday Sales?What You Need to Know About Capital Gains Distributions Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year? What to watch from Morningstar.Should You Buy Dividend Stocks in a Recession?Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant Stocks Read what our team is writing:David SekeraChristine BenzSusan Dziubinski Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonDave Sekera on Twitter: @MstarMarketsFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode. Timestamps00:38 Berkshire Hathaway Deserves More Credit 01:40 Dick's Sporting Goods Rallied Big in Q302:35 Visa’s CEO is Stepping Down03:26 What happened at Disney, and more importantly, why?05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?05:46 What does this mean for Disney shareholders – and your expectation for the stock?06:56 Are Dividend Stocks a Good Investment Today? Read about topics from this episode. 5 Takeaways From Berkshire Hathaway’s 2021 Shareholder LetterWhich Retail Stocks Are Well-Positioned for 2022 Holiday Sales?The Best- and Worst-Performing Stocks: Q3 2022Visa Earnings Show Continued Strong Growth; Stock Slightly UndervaluedEnergy Stocks Power Ahead on Earnings Gushers Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations What to watch from Morningstar.Retiring Soon? Make Sure to Check Your Asset AllocationCheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant StocksMarkets 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 SaldanhaSusan DziubinskiDavid Harrell Follow us on social media.Ruth Saldanha on Twitter: @karishmaruthDavid Harrell on Twitter: @davidharrellFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 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 PresentationIs It Too Late to Inflation-Proof Your Portfolio?5 Portfolio Pitfalls and How to Fix ThemHow a New Retiree Can Confront Market TurbulencePositioning a Portfolio in Early Retirement What to watch from Morningstar.Cheap Stocks For You to ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant StocksMarkets 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: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 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. Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer LossesUber, Lyft Drivers Remain as ContractorsBond 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 ConsiderWhat to Buy or Skip: I Bonds, Apple, Amazon, or MetaWhere to Park Your Cash and Find Recession-Resistant StocksMarkets 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 DziubinskiChritine BenzSaraja Samant Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzSaraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What 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 [email protected]. 0:06 Introduction 00:24 Can Uber Lift Your Portfolio?01:29 Disaster-Proofing Your Portfolio02:45 Starbucks is Resilient in Q404:04 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: @karishmaruthLeslie Norton on Twitter: @leslienortonnycDavid Sekera on Twitter: @MstarMarketsFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 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.Timestamps0:06 Introduction 00:39 Meta’s Disappointing in Q3 Earnings01:50 0Amazon Delivered a Sting02:58 Apple is Eating Up Earnings04:23 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 help 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-lynchChristine Benz https://www.morningstar.com/authors/30/christine-benzIvanna Hampton https://www.morningstar.com/authors/2399/ivanna-hamptonFollow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzSarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcombFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 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 NewcombChristine BenzSusan DziubinskiIvanna HamptonFollow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonChristine Benz on Twitter: @Christine_BenzSarah Newcomb on Twitter: @finance_therapySarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcombFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In 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. Timestamps0:06 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 RecessionRisk 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: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Timestamps0:06 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: @KarishmaRuthFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 [email protected]. 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 [email protected]. 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 [email protected]. 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? Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 [email protected]: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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 [email protected]. 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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 [email protected]: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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.