stock picks

In this week’s podcast, Christine Benz tells us how to build a hands-off portfolio, our Ultimate Stock-Pickers share their favorite stocks, two IPOs catch the attention of our analysts, and Ben Johnson explains what it means when passive funds change their target indices.

In this week’s podcast, we reveal our Ultimate Stock-Pickers top pick, Russ Kinnel lists some funds that are sustainable for both your portfolio and the environment, Christine Benz discusses investment vehicles for heavy savers with extra funds, and Amy Arnott looks at diversifying equity holdings by factor.

Ideas on how to prepare your portfolio for the potential of higher inflation and ideas on how to prepare your Investment Shopping List in the case of a market pullback.  We also review how to set up an income portfolio for a steady monthly income stream.

In this bonus episode of “Investing Insights,” we hear from three Morningstar equity analysts who cover airlines, cruise lines, and Airbnb. Welcome to “Market X-Ray," our new podcast that looks at investment opportunities and risks that go beyond the market headlines. 

Want to hear more? Let us know at podcast@morningstar.com.

Companies mentioned in this episode:

Southwest (LUV); Delta (DAL); Royal Caribbean (RCL); Carnival (CCL); Norwegian (NCLH); Airbnb (ABNB); Booking (BKNG); Expedia (EXPE); Polaris (PII); Malibu Boats Inc. (MBUU); Sabre (SABR); Hilton (HLT); and Marriott (MAR).

Our analysts will discuss some of this year’s most popular stocks and evaluate them using Morningstar’s lens. You’ll learn why these stocks may be speculative or overvalued, and those we consider a value worth the investment.

You’ve funded your EasyEquities account and you’re ready to start owning the market. So how do you decide on what to buy? This episode with Barry Dumas guides us on what to look for and more. Barry Dumas is a senior market strategist, analyst, research lead at EasyEquities  and a man who absolutely loves his beef. We talk steaks, chops and tips on what you should be looking at next in the markets.

Let us know what you think of this episode by tweeting @EasyEquities or share the money love on instagram by tagging us.

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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).

In this week’s podcast, David Blanchett explains the importance of flexibility concerning retirement withdrawal rates, Christine Benz talks about how a Biden tax proposal could change how investment gains are taxed for some, Russ Kinnel discusses how some funds in Morningstar’s new world large-stock value category have benefitted from a recent change, and we share a high-quality company in the world of powersports that’s considered a bargain.

Review of Cathie Wood's new Space ETF, ARKX, and its top holdings.  Ideas on how to hedge your fixed income portfolio against inflation.  Investment tips from the Motley Fool on how and why to invest right now.  

In this week’s podcast, Ed Slott fills us in on possible tax changes to expect with the Biden Administration, we name 3 standouts in a shifting industry, Christine Benz discusses the impacts of rising bond yields, and Keith Reid-Cleveland explains different retirement plan options.

In this week’s podcast, we share our Ultimate Stock-Pickers favorite new-money buy, we shine a light on two undervalued stocks, Russ Kinnel discusses high-profile fund manager changes, and Ed Slott tells us what should be on our radars for tax season.

In this week’s podcast, Ben Johnson gives his take on Tesla joining the S&P 500, Ed Slott provides strategies for a no-RMD year, our analysts highlight three high-quality stocks, Ed Slott discusses taxes in 2021 and beyond, and Christine Benz shares tips for people who might temporarily be in a lower tax bracket.

In this week’s podcast, we share three travel names we like, we highlight an undervalued energy stock, Pimco’s Mohit Mittal discusses how the coronavirus has impacted his team and the market, and we break down the basics and benefits of 529 college savings plans.

In this week’s podcast, we share what industrial stocks our Ultimate Stock Pickers bought, David Blanchett addresses what today's low bond yields mean for retirement planning, Russ Kinnel breaks down the criteria for Medalist ratings, and Christine Benz encourages investors to resist the urge to change their portfolios around the election.

In this week’s podcast, Alex Bryan tells investors how to bolster their portfolios when the dollar declines, David Blanchett explains how investors can estimate the length of their retirements, we shine a light on two overlooked stocks, and we share the wide-moat name that three of our favorite managers invested in.

In this week’s podcast, Russ Kinnel discusses large-growth funds, Dan Sotiroff answers questions about the performance of foreign stock funds, Damien Conover shares his outlook for the healthcare sector, Dave Meats covers how energy stocks performed in the second quarter, Erin Lash finds opportunities in the consumer defensive sector, and Brian Colello unpacks how the technology sector rallied in the second quarter.

The market is rallying, the NASDAQ is positive for the year, are you taking advantage?
We talk about some income ideas and some growth ideas and even some stocks you may consider selling right now.  Dollar cost averaging for retirement, how to catch up right now!

Ideas on ways  to invest in 5G Technology.  Why it's never too late to get started on Retirement Planning.  Market signs to look for over the next few weeks to give clues about 2020.

In this week’s podcast; Russ Kinnel shares his favorite equity funds for retirement; analyst Philip Gorham highlights dividend opportunities in big tobacco; Christine Benz invites Vanguard’s head of ETF product management, Rich Powers, to discuss trends in bond index investing; Jon Hale breaks down the update to our sustainability rating methodology; Christine Benz explains how charitable giving can improve your portfolio; and analyst Julie Bhusal Sharma spell out how Accenture keeps it moat.

Why to stay invested and how to weather the current stock market volatility.  We explain the reasons for the early week sell off s and the late week uptrend.  Whats next?

Expert picks of aggressive stocks that may bounce higher with a market rebound, and some stocks we love to hate that might just be on sale right now!