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4 New Stocks to Buy with Catalysts for Future Gains I July 8, 2024 

Morningstar, Inc.
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Plus a preview of bank earnings and how to invest this quarter.
See Morningstar analysts’ top picks for 3Q 2024: www.morningsta...
Register to join Dave Sekera’s webinar on Thursday, July 11, at 11:00 am CT:
www.brighttalk...
Email Dave and Susan at themorningfilter@morningstar.com. They read all emails they receive but don't always have time to send personal responses.
Every Monday morning, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss one thing that’s on his radar this week, one new piece of Morningstar research, and a few stock picks or pans for the week ahead.
Tune into The Morning Filter on Mondays at 8:00 AM CST here on RU-vid. Subscribe to our channel and click the bell icon to get notified when we go live.

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29 авг 2024

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Комментарии : 110   
@FranciszekPawal
@FranciszekPawal Месяц назад
I’m a new dad, I moved closer to Santa Clara a few years ago and I’m thinking of purchasing a single family home there, but with real estate prices currently through the roof, is it still a good idea to buy a home or should I invest in stocks for now and just wait for a housing market correction? I heard Nvidia and AMD are strong buys.
@simone_maya
@simone_maya Месяц назад
it’s a personal decision, but according to Forbes, housing activities will remain stagnant for the most part of the year, so maybe hold off a little.
@Muller_Andr
@Muller_Andr Месяц назад
well you could put a downpayment on a home and as well diversify as much as you can into Ai and pharm. stocks like Pfizer and JnJ.
@EmmaFritz90
@EmmaFritz90 Месяц назад
Certain Ai companies are rumoured to be overvalued and might cause a market correction, I’d suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I making a whooping $738k in Q4 last year.
@FranciszekPawal
@FranciszekPawal Месяц назад
this is all new to me, where do I find a fiduciary, can you recommend any?
@EmmaFritz90
@EmmaFritz90 Месяц назад
The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Monica Mary Strigle‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
@CameronFussner
@CameronFussner Месяц назад
Coming out of facing alot, I knew two things about the stock market: It caused the Great Depression, and the fastest way to make a million on the markets was to start with two million. And then the Great Recession happened only a few years later. So yeah, I wish someone had better explained it to me earlier in life. Having a good entry and exit strategy will make you succeed in the stock market.
@JohnsonAshley-sy3lx
@JohnsonAshley-sy3lx Месяц назад
There are actually a lot of ways to make high yields in a crisis, but such trades are best done under the supervision of Financial advisor.
@BernardFrederick-tk7un
@BernardFrederick-tk7un Месяц назад
Exactly, most of the investors pays more attention to the profit aspect forgetting that the market involves ups and down. securing your financial position requires lots of patience and proper education on the market so as to know the right profitable stock to buy and invest in. I made over $260k in profits, from just the Q4 of 2021. Investing in the stock market is most profitable when you understand how the market actually works.
@Bellaelena549
@Bellaelena549 Месяц назад
@@BernardFrederick-tk7un I really acknowledge your comment, i have been trading stocks for a while now but i have not been able to make much. how do you achieve this feat?
@BernardFrederick-tk7un
@BernardFrederick-tk7un Месяц назад
Her name is Annette Marie Holt can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
@Franklin-gq4si
@Franklin-gq4si Месяц назад
Thank you for sharing, I must say, Annette appears to be quite knowledgeable. After coming across her web page, I went through her resume and it was quite impressive. I reached out and scheduled a call.
@sebastiaanthijn7982
@sebastiaanthijn7982 Месяц назад
Many companies in the S&P 500 pay dividends, making it attractive for income-oriented investors
@christopherherbert2407
@christopherherbert2407 Месяц назад
It serves as a benchmark for performance comparison, guiding investment decisions and strategies
@V.stones
@V.stones Месяц назад
Many investors prefer S&P 500 index funds or ETFs for their simplicity, low costs, and broad market exposure
@georgeearling905
@georgeearling905 Месяц назад
Being traded on exchanges like stocks, ETFs offer liquidity throughout the trading day, allowing investors to buy and sell at market prices
@rodgertim2881
@rodgertim2881 Месяц назад
Due to their structure, ETFs typically have lower capital gains distributions compared to mutual funds, enhancing tax efficiency for investors
@Sanchyfab
@Sanchyfab Месяц назад
The US economy is currently facing high inflation and currency devaluation concerns. Investing in the S&P 500 might not be the safest bet right now
@DrRobertEdward
@DrRobertEdward Месяц назад
I really appreciate the dedication in each video you post. To be successful one has to have multiple income streams and so on, also investors should understand the crossover between asset classes & liquidity flow, Judith Layton focuses on Multi-asset trading, a single strategy to manage risk, profit, and the code or the actual decision-making across multi-asset classes. Her skills set is top notch
@MasonAnderson-tj6ye
@MasonAnderson-tj6ye Месяц назад
Wow. I'm a bit perplexed seeing her been mentioned here also Didn’t know she has been good to so many people too this is wonderful, I'm in my fifth trade with her and it has been super.
@ChanMingMason
@ChanMingMason Месяц назад
The very first time we tried, we invested $1000 and after a week, we received $3900. That really helped us a lot to pay up our bills
@FelixDedrick
@FelixDedrick Месяц назад
You trade with Judith M Layton too? Wow that woman has been a blessing to me and my family
@ValentinePotter
@ValentinePotter Месяц назад
I'm new at this, please how can I reach her?
@caitlynpotter
@caitlynpotter Месяц назад
I was skeptical at first until I decided to try. It’s huge returns is awesome! I can’t say much.
@RolandWingo
@RolandWingo Месяц назад
I think it's important to stick to stocks that are immune to economic policies. I'm looking at NVIDIA and other AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies
@mandyyonge
@mandyyonge Месяц назад
Well all i know is that you cannot go wrong taking profit at near high. No one ever went broke taking a ~20% profit. It's best if you consult with a fiduciary advisor in situations like this so you can make informed decisions.
@tinsleyLuna
@tinsleyLuna Месяц назад
That's a great analogy and I love the insight. Professionals could make a really big difference in investing, and I think everyone should have one. There are aspects of market trend that is difficult for the untrained eyes to see.
@Cynthia-mm1cv
@Cynthia-mm1cv Месяц назад
That's a great tip. I'm setting out 50k to invest in the market this year. Any particularly useful tips you could offer to me?
@tinsleyLuna
@tinsleyLuna Месяц назад
Lucia Alicia Cruz is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
@Cynthia-mm1cv
@Cynthia-mm1cv Месяц назад
I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip
@lucybentzcrystal4440
@lucybentzcrystal4440 Месяц назад
Given the persisting global economic crisis, it's essential for individuals to focus on diversifying their income streams independent of governmental reliance. This involves exploring options such as stocks, gold, silver, and digital currencies. Despite the adversity in the economy, now is an opportune moment to contemplate these investment avenues.
@favoursmith8501
@favoursmith8501 Месяц назад
The pathway to substantial returns doesn't solely rely on stocks with significant movements. Instead, it revolves around effectively managing risk relative to reward. By appropriately sizing your positions and capitalizing on your advantage repeatedly, you can progressively work towards achieving your financial goals. This principle applies across various investment approaches, whether it be long-term investing or day trading.
@emmapriscilla6132
@emmapriscilla6132 Месяц назад
I agree, that's the more reason I prefer my day to day investment decisions being guided by an advisor, seeing that their entire skillset is built around going long and short at the same time both employing risk for its asymmetrical upside and laying off risk as a hedge against the inevitable downward turns, coupled with the exclusive information/analysis they have, it's near impossible to not out-perform, been using my advisor for over 2years+ and I've netted over 2.8million.
@debocknolan6273
@debocknolan6273 Месяц назад
I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.
@emmapriscilla6132
@emmapriscilla6132 Месяц назад
I definitely share your sentiment about these firms. Finding financial advisors like Monica Lisa Payne who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.
@debocknolan6273
@debocknolan6273 Месяц назад
Monica has the appearance of being a great authority in her profession. I looked her up online and found her website, which I reviewed and went through to learn more about her credentials, academic background, and employment. She has a fiduciary duty to protect my best interests. I sent her an email outlining my objectives and also booked a session with her; thanks for sharing.
@bradfordemily2577
@bradfordemily2577 Месяц назад
Successful investing is hard work because it means disciplining your mind to do the opposite of human nature. Buying during a panic, selling during euphoria, and holding on when you are bored and just craving a little action. Investing is 5% intellect and 95% temperament.
@nobuhlerodrigocath2755
@nobuhlerodrigocath2755 Месяц назад
Government policy has thrown the future under the bus for decades. The day of judgment is near. I predict an 80% drop in the stock market. Investors will abandon stocks in favor of real estate. There will be no money in banks... You must devise a strategy for survival.
@bruceclairelopschutz9938
@bruceclairelopschutz9938 Месяц назад
It's often true that people underestimate the importance of financial advisors until they feel the negative effects of emotional decision-making. I remember a few summers ago, after a tough divorce, when I needed a boost for my struggling business. I researched and found a licensed advisor who diligently helped grow my reserves despite inflation. Consequently, my reserves increased from $275k to around $750k.
@EllenHarry
@EllenHarry Месяц назад
Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.
@bruceclairelopschutz9938
@bruceclairelopschutz9938 Месяц назад
I've shuffled through investment coaches and yes, they can be positively impactful to an individual's portfolio, but do your due diligence to find a coach with grit, one that withstood the 08' crash. For me, Monica Lisa Payne turned out to be better and smarter than all the advisors I ever worked with till date, I’ve never met anyone with as much conviction.
@EllenHarry
@EllenHarry Месяц назад
Thanks for sharing this. I did my own little research, and your advisor looks advanced and experienced. I wrote her and dialed her twice but she didn't pick up so I scheduled a phone call.
@jayt8302
@jayt8302 Месяц назад
When will you start using chapters in your videos? It is what most good content providers do.
@purplebliss6875
@purplebliss6875 Месяц назад
I already own shares of NVDA, PALANTIR, TSLA, and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000
@roberttaylor662
@roberttaylor662 Месяц назад
the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skillset/knowledge to pull such trades off.
@VanPelt54u7fcyde57
@VanPelt54u7fcyde57 Месяц назад
Opting for an inves-tment advisr is currently the optimal approach for navigating the market, particularly for those nearing retirement. I've been consulting with a coach for a while, and my portfolio has surged by 85% since 2022
@dogmom-pt5we
@dogmom-pt5we Месяц назад
@@VanPelt54u7fcyde57 impressive gains! how can I get your advisor please, if you dont mind me asking? I could really use a help as of now
@VanPelt54u7fcyde57
@VanPelt54u7fcyde57 Месяц назад
Melissa Marie Colby is the licensed coach I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.
@dogmom-pt5we
@dogmom-pt5we Месяц назад
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@atkim122
@atkim122 Месяц назад
I'm not asking for fancy charts and graphs like most finance channels, but AT THE BARE MINIMUM can't you put up the name of the stock in the corner of the screen while talking about it, then replace it with the second stock once you move on, etc? Chapters would be even better. I swear I go to the kitchen to get more coffee and come back and have no idea what stock he's moved on to next because he doesn't mention the name again. This is not a college lecture; we viewers watch these casually and you guys are expecting too much continuous attention in a 35 minute video.
@touchofgrace3217
@touchofgrace3217 Месяц назад
My RU-vid app has a pause button to push in case I get interrupted. It is a bit ironic that a casual watcher would be so invested (no pun intended) that they would need time stamps. 😂😂
@WilliamsJohn-01
@WilliamsJohn-01 Месяц назад
Hit 100k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started last month this 2024 investing with Amelia Jason. I still thank you for the level-headed financial advice❤️
@Bryansantos_1
@Bryansantos_1 Месяц назад
Thanks for keeping it light and real at the same time. Much needed for us traders in times like these!..
@Chloe_emm
@Chloe_emm Месяц назад
I agree that there are strategies that could be put in place for solid gains regardless of economy or market condition, but such executions are usually carried out by investment experts or advisors this Amelia Jason is she one?
@AbangTrinitas
@AbangTrinitas Месяц назад
It surprising mrs Amelia Jason is mentioned here, came across a testimony about her from one of the beneficiaries on the CNBC news, she seems to be doing extremely .
@LilyBekonhemswort
@LilyBekonhemswort Месяц назад
Recently, I have been exploring the possibility of consulting with advisors. As a mature individual, I am in need of guidance, but I am curious to know how truly impactful their services can be?
@WilliamsJohn-01
@WilliamsJohn-01 Месяц назад
she's on Telegrams mostly, using the username.
@SergeySuhanov-rt1hk
@SergeySuhanov-rt1hk Месяц назад
Im a beginner and I followed what you did exactly and I got 4/0 wins. Thank you for teaching us beginners on how to make some money
@tsuipingho8946
@tsuipingho8946 Месяц назад
Great recommendations . In 6 days, KRC+15.8%, UPS+7.7%, HII+9%, NTR +2%( maybe Natural gas is still lagging) Thx.😊
@Patriciabanks5
@Patriciabanks5 Месяц назад
It was stupid of me to sell $76,000 worth of NVDA stocks without reinvesting. (Buying bonds or CDs is not for me). I’d rather stay 100% cash, or are there any other stocks that can 10x in 6 months? I have 100k ready to be reinvested
@frankbarnes22
@frankbarnes22 Месяц назад
Overall, analysts are more bullish on Nvidia stock, however it's important to consult with a financial advisor before making any investment decisions
@Johnlarry12
@Johnlarry12 Месяц назад
Right, investing with the help of an advisor set me up for life, retired as a millionaire at 55. I worked hard everyday as a teacher for 32 years, and my salary was over 100k annually, until the 2020 covid lockdown. I wouldn't have supplemented my income with stocks and alternative investments if it wasn't for the crisis. Find the Positive in every situation.
@emiliabucks33
@emiliabucks33 Месяц назад
bravo! I've been getting suggestions to consider financial advisory, but where and how to find someone reputable has been challenging, mind if I look up the advisor guiding you please?
@Johnlarry12
@Johnlarry12 Месяц назад
My CFA Carol Vivian Constable, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.
@emiliabucks33
@emiliabucks33 Месяц назад
Thank you for putting this out, it has rekindled the fire to my goal... was able to spot Amber after inputting her full name on the web, she seems highly professional with over decades of experience.
@abhinavsharma2748
@abhinavsharma2748 Месяц назад
4 stock picks: NTR, HII, KRC & UPS HII and KRC insiders have been selling at the current prices. That does not give me any confidence in them at all. NTR has a solid P/FCF no insider selling. UPS looks ok, not sure if it’s the best fit for a slowing economy.
@crohmer
@crohmer Месяц назад
amazing analysis....smh
@leonidlobanov6940
@leonidlobanov6940 Месяц назад
Wow, this video really opened my eyes to the earning potential of binary options trading.
@mangoman9290
@mangoman9290 Месяц назад
Drinking game, take a swig whenever he says 'you know'
@GeorgeSand-tn8pl
@GeorgeSand-tn8pl Месяц назад
I never see these links. I guess it's because I'm on my phone? Our laptop finally broke ( didn't like Earl Grey tea). I hope I can get Dave's Thursday webinar. -JCS
@lancesandberg3921
@lancesandberg3921 Месяц назад
So, NTR, HILL, UPS, KRC. Do you like Mid-America Apartments?
@lancesandberg3921
@lancesandberg3921 Месяц назад
What is a better food stock than Conagra?
@GeorgeSand-tn8pl
@GeorgeSand-tn8pl Месяц назад
I sold Nutrien for almost twice as much 2 years ago. Did this just decline because of the economy?
@lancesandberg3921
@lancesandberg3921 Месяц назад
Thank you!!!🪷
@oscarsanz03
@oscarsanz03 Месяц назад
Why so much hate in the comments? Can't understand. Good content BTW, thanks!!
@МаратКутырёв
@МаратКутырёв Месяц назад
Think more about binary options because easy money is great.
@GeorgeSand-tn8pl
@GeorgeSand-tn8pl Месяц назад
Does 3M ever go up more than 50 cents?
@michaelphillips6991
@michaelphillips6991 Месяц назад
I like UPS long
@aknevv
@aknevv Месяц назад
Terrific ❤
@areebachewa8318
@areebachewa8318 Месяц назад
The way he is commenting make me feel so sleepy ...
@jec1ny
@jec1ny Месяц назад
Meh. VT and chill.
@VonKirda
@VonKirda Месяц назад
Yawn
@gregoryswanepoel6328
@gregoryswanepoel6328 Месяц назад
you recommended starbucks... well its done nothing but go down......really i shouldn't listen to this man anymore
@pkn920
@pkn920 Месяц назад
Perhaps you should do more of your own research
@charlielipthratt7291
@charlielipthratt7291 Месяц назад
TLDR1 - If you are looking for a get rich quick scenario with Morningstar recommendations, you are definitely in the wrong place. TLDR2 - if you can stand seeing red in your portfolio or only think stocks should quickly go up after a recommendation, maybe individual stocks aren't for you. It sounds like your expectations are unrealistic. Morningstar and, in this case, Dave are just calling the facts as they see them. There's no magic bullet with any analyst's call. These are recommendations with a 12 month to 3 year timeframe to come to fruition. Even then, market conditions or the company fundamentals could change and cause further downside. If you are looking for a get rich quick scenario, definitely look elsewhere. At best, the stock market is not rational in the short term. It is more of a beauty contest - who has the best marketing. AI is a good example. Long term, the financial numbers usually pan out. If starbucks was a 4 or 5 star stock recently and the price has moved lower, it should be a better value if all the factors are the same. Many long-term investors would be happy to get an even lower price. You should buy more and lower your cost basis if you believe in the company's long-term thesis. Remember, there are many factors out of analysts' hands. Politics is one. People called for a boycott of starbucks due to the Israel - Hamas war. That's probably still in effect for some protestors. McDonald's and Pepsi are both down, too. Is the consumer finally tired of cumulative higher prices since Covid? Has the US consumer credit card debt finally peaked, and customers are cutting back? Time will tell. There are so many moving parts to a stock price. If you can't stand seeing red in your portfolio or, in this case, can't help but whine about a stock not moving up after an analysts recommendation, buy ETFs and index funds and move on with your life. Individual stocks might not be for you.
@user-br4xv7km4j
@user-br4xv7km4j Месяц назад
Thank you for your insights, experience, knowledge, shared information, videos and positive attitude!
@lancesandberg3921
@lancesandberg3921 Месяц назад
Can you recommend OPEN Door? I Love Houses. 🏘
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