Investing Insights2 Syys 2022

Beware of Buying Low in a Bear Market

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 (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

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...

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.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(201)

Brace Your Portfolio for Mega-IPOs

2026 is the year of the mega-IPO. SpaceX, Anthropic, and OpenAI are working their way through the pipeline as anticipation builds for their blockbuster debuts. Elon Musk’s conglomerate is leading the ...

12 Kesä 13min

The Portfolio That Has Been Beating the Classic 60/40, and Why It Matters for You

Don't underestimate the benefits of portfolio diversification. A well-diversified portfolio can ride waves of market volatility, and new Morningstar research found that's what happened in 2025. When u...

5 Kesä 13min

The Best Opportunities for Fund Investors Today

Morningstar stamps what it thinks about a fund’s future with this Medalist Rating. You’ve probably seen a star with the word Gold, Silver, or Bronze next to a fund you were researching on Morningstar....

29 Touko 11min

Will Vacation Inflation Affect Your Summer Travel? Here’s What to Know

Macroeconomic conditions are squeezing US airlines and travelers just in time for the summer travel season. Higher fuel costs due to the conflict in the Middle East are pushing up ticket prices. The ...

22 Touko 12min

Bond ETF Flows Just Flipped. Here's What It Means for You

ltrashort bond funds are experiencing highs and lows this year. They racked up a record $24 billion monthly inflow in March. But their fortunes reversed in April. Investors yanked out $1.6 billion....

15 Touko 15min

How Big Tech's Bond Spree and Rising US Debt Are Creating Risks and Opportunities

Is a global debt emergency on the horizon? Big Tech’s bond-issuing spree is helping to pay for its massive artificial intelligence buildout. And it’s not expected to slow down this year. Meanwhile,...

8 Touko 16min

10 Exceptional Stocks With Double-Digit Dividend Raises

A rare group of dividend-paying stocks are standing out for their exceptional qualities. They’ve racked up five straight years of dividend growth of 10% or more. And they’ve passed several rigorous ch...

1 Touko 13min

Investors May Be Ignoring Big Market Disruptions. Is There Risk to the Rebuff?

What’s fueling Wall Street’s optimism? While geopolitical tensions between the US and Iran are dominating headlines, US stocks recently hit an all-time high. The global oil shock is just one major dis...

24 Huhti 16min