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    stock picks

    Explore " stock picks" with insightful episodes like "24 Stocks Under $24 To Watch For In 2024 Part 2 (CCL)", "Cooking up a great portfolio with Josh Viljoen", "Where Can the Automotive Industry Go From Here?: Part Two", "RMD Sticker Shock? How to Ease Your Tax Burden" and "Top Retail Stocks on Sale This Holiday Season" from podcasts like ""Bullish Picks Podcast", "Easy Does It - A podcast by EasyEquities", "Investing Insights", "Investing Insights" and "Investing Insights"" and more!

    Episodes (64)

    24 Stocks Under $24 To Watch For In 2024 Part 2 (CCL)

    24 Stocks Under $24 To Watch For In 2024 Part 2 (CCL)

    In this episode, we continue our list of '24 Stocks to Watch Under $24 for 2024.' Dive into the first part of our expert analysis of budget-friendly stocks poised for significant growth.

    Bullish Youth Group, Inc. was founded in 2016, as a nonprofit organization based in Michigan.  We offer a variety of classes and courses Nationwide, which expose youth to the essential concepts of Financial Literacy.   Our motto is: Each one, Reach one, so we can Teach one, and make Another one BETTER!
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    Cooking up a great portfolio with Josh Viljoen

    Cooking up a great portfolio with Josh Viljoen

    Join us in the Easy Does It kitchen for a conversation with Josh Viljoen, senior auditor, founder of the Smart Money SA blog, and finance content contributor for FinMeUp.

    We chat to Josh to get an understanding of how he chooses his own investments and navigates the markets. He introduces us to his “Two-bucket” system, the ingredients to whipping up a good portfolio (i.e. diversifying across different sectors), and more.

    We also find out about Josh’s favorite ETFs (Exchange Traded Funds) and stocks, with Josh giving simple and technical insights about why he likes certain stocks so much.

    Make sure to listen to this episode for gems from the finance maverick in the making. Share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities @thejoshviljoen or tagging us on the gram.

    To sign up to EasyEquities: http://bit.ly/2EtcE85

    DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).

    Where Can the Automotive Industry Go From Here?: Part Two

    Where Can the Automotive Industry Go From Here?: Part Two

    In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.  

    • Reasons to be optimistic about U.S. auto demand
    • How are automakers going to convince people to buy or lease a new car?
    • Will the trend of new car loan terms stretching out continue?
    • Why drivers are now favoring crossovers and SUVs over sedans
    • Tesla vs. GM electric vehicles 
    • GM is calling itself an auto tech company
    • Cheap Auto Stock Picks

     

    Read about topics from this episode.  

    4 Auto Stocks to Buy in 2023

    5 ESG Risks and 5 Bargains in Auto Stocks

    Is Tesla Stock a Buy or Sell Right Now?

     

    What to watch from Morningstar.

    Where Can the Automotive Industry Go From Here?: Part One

    How Do Vanguard’s Target-Date Funds Stack Up?

    Why the Nasdaq 100 Isn’t a Particularly Good Investment

    Where to Invest: Stocks or CDs?

     

     

    Read what our team is writing:

    David Whiston

    Ivanna Hampton

     

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Facebook: https://www.facebook.com/MorningstarInc/

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    LinkedIn: https://www.linkedin.com/company/5161/

     

    RMD Sticker Shock? How to Ease Your Tax Burden

    RMD Sticker Shock? How to Ease Your Tax Burden

    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 Introduction

    00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard 

    02:04 Campbell cooked up a strong start to the fiscal year

    02:55 Chewy chewed up some strong Q3 earnings

    04:23 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 plans

    14:18 Tips on Taking Last-Minute RMDs in 2022

     

     

    Read about topics from this episode.  

    Microsoft Stock Attractive Whether or Not Activision Deal Goes Through

    Alternative Funds Are Winners in 2022

    90% of Companies Are Developing an ESG Strategy

    If You Haven't Taken RMDs Yet in 2022, Watch This Video

    Who 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 Season

    Should You Buy Dividend Stocks in a Recession?

    Retiring Soon? Make Sure to Check Your Asset Allocation

    Cheap Stocks For You to Consider

     

    Read what our team is writing:

    Christine Benz

    Alyssa Stankiewicz

    Megan Pacholok

     

    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/

    Top Retail Stocks on Sale This Holiday Season

    Top Retail Stocks on Sale This Holiday Season

    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 inflation

    02:36 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 Cheap

    11:45 3 Ways to Manage Capital Gains Distributions in 2022

     

     

    Read about topics from this episode.  

    Tesla: Stock of the Week

    Which 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 Allocation

    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

     

     

    Read what our team is writing:

    David Sekera

    Christine Benz

    Susan Dziubinski

     

    Follow us on social media.

    Ivanna Hampton on Twitter: @IvannaHampton

    Dave 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/

     

    Should You Buy Dividend Stocks in a Recession?

    Should You Buy Dividend Stocks in a Recession?

    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.     

     

    Timestamps

    00:38 Berkshire Hathaway Deserves More Credit 

    01:40 Dick's Sporting Goods Rallied Big in Q3

    02:35 Visa’s CEO is Stepping Down

    03:26 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 Letter

    Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?

    The Best- and Worst-Performing Stocks: Q3 2022

    Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued

    Energy 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 Allocation

    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:

    Ruth Saldanha

    Susan Dziubinski

    David Harrell

     

    Follow us on social media.

    Ruth Saldanha on Twitter: @karishmaruth

    David Harrell on Twitter: @davidharrell

    Facebook: https://www.facebook.com/MorningstarInc/

    Twitter: https://twitter.com/MorningstarInc

    Instagram: https://www.instagram.com/morningstar... 

    LinkedIn: https://www.linkedin.com/company/5161/

     

    Rising Interest Rates Make Bond Ladder ETFs More Appealing

    Rising Interest Rates Make Bond Ladder ETFs More Appealing

     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 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/

    Cheap Stocks For You to Consider

    Cheap Stocks For You to Consider

    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 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/

     

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    What to Buy or Skip: I Bonds, Apple, Amazon, or Meta

    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.

    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 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-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/

     

    Buy an Annuity Now? And How to Spot Financial Tricks Online

    Buy an Annuity Now? And How to Spot Financial Tricks Online

    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 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/

     

    Where to Park Your Cash and Find Recession-Resistant Stocks

    Where to Park Your Cash and Find Recession-Resistant Stocks

    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.

     

    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/

     

    Markets are Undervalued, and We Highlight Some Cheap Stocks!

    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/

     

    We Examine Tesla's Stock and the Risks of a Strong Dollar

    We Examine Tesla's Stock and the Risks of a Strong Dollar

    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.  

     

     

    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/

    When's the Best Time for a Roth IRA Conversion?

    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 

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