In this week’s episode of the podcast, which marks its third anniversary, hosts Dave Sekera and Susan Ziubinski discuss the performance of certain stocks and suggest appealing buys. They also touch on some lesser-known risk factors that influenced the market’s fluctuations last week. Additionally, they welcome Fed expert Sarah Hansen, who will offer insights into this week’s Federal Reserve meeting and what investors should keep an eye on as the year unfolds.
This week seems promising for profitability as major companies like Microsoft, Meta Platforms, Apple, and Tesla report their earnings. The hosts summarize key takeaways from the recent earnings of large banks and discuss Netflix’s potential as a buy given its latest news. Interestingly, there’s also the noteworthy rise in a stock’s fair value by 38% last week, alongside considerations about Berkshire Hathaway’s potential sale of its Kraft Heinz shares.
Episode Highlights
- Fed meeting insights
- Earnings update: MSFT, META, AAPL, etc.
- Current developments on Megabank, NFLX, TSM, KHC
- This week’s stock picks
Got questions for Dave? Reach out at theMorningfilter@Morningstar.com.
Please note, captions are generated by AI and may not be completely accurate; they’re intended for convenience. A full and edited transcript of the episode will be available by the next business day.
