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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