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

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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

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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

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Ivanna Hampton on Twitter: @IvannaHampton

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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

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Ruth Saldanha on Twitter: @KarishmaRuth

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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].  

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

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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 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

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Ivanna Hampton on Twitter: @ivannahampton 

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

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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].  

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 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 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?

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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].

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).

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

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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/

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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 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

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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].

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 (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... 

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