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.
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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
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Dave Sekera on Twitter: @MstarMarkets
Ivanna Hampton on Twitter: @ivannahampton
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