logo
episode-header-image
Jul 2021
18m 40s

Market X-Ray: Want to Invest in Infrastr...

MORNINGSTAR
About this episode

Dave Sekera on Twitter @MstarMarkets

 

Companies mentioned in this episode:

Caterpillar (CAT); Deere (DE); US Concrete (USCR); 3M (MMM); Emerson (EMR); Honeywell (HON); Hubbell (HUBB); Fluor (FLR), Volkswagen (VWAPY); BMW (BMWYY); Ford (F); General Motors (GM); Tesla (TSLA); Sociedad Quimica Y Minera De Chile (SQM); Livent (LTHM); BorgWarner (BWA); DuPont (DD); American Electric Power (AEP); and Edison International (EIX)

 

Articles:

Which Stocks Benefit From Biden’s Infrastructure Plan?

5 Industries That Stand to Gain From Biden’s Jobs Plan

The Winners of the New Definition of Infrastructure

All Signs Still Point to an Increase in the Corporate Business Tax

Top Earners, Businesses Likely to See Tax Increases

Up next
Yesterday
Market Volatility: Is Your Investment Portfolio Ready for a US-EU Trade Deal?
Michael Field, European Market Strategist at Morningstar Holland, talks about tariff risks for key sectors and European stock performance as market volatility persists. On this episode:President Trump pushed his tariff deadline from July to August. How are global markets reacting ... Show More
15m 52s
Jul 4
Market Volatility: 4 Key Factors to Track in Q3 2025
Sarah Hansen, Morningstar Inc’s senior markets reporter, discusses the uncertain outlook for the third quarter and how investors should prepare for market volatility.What Was Surprising From Q2 Market VolatilityMixed Expectations as Trump’s Tariff Deadline ApproachesHow Should In ... Show More
14m 21s
Jun 27
Is the International Outlook Brighter Than the US?
Two Morningstar research leaders join Investing Insights to discuss whether US investors should consider international stocks and fixed income. They are Dominic Pappalardo, chief multi-asset strategist, and Philip Straehl, chief investment officer for the Americas, for Morningsta ... Show More
18m 54s
Recommended Episodes
Oct 2020
10-09-2020: Hedge-Fund Manager: Don't Miss Out On A ‘Generational Opportunity’ In The Market
The theory predicts that most cyclical sectors will grow earnings at a faster pace than the S&P 500-- could it be right? Today's Stocks & Topics: BAC - Bank of America Corp., MMP - Magellan Midstream Partners L.P., QDEL - Quidel Corp., Value & Growth Stocks After Election Day ... Show More
45m 29s
Apr 2024
Tesla Gains as Carmaker to Accelerate Affordable Models
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Ross Gerber, CEO at Geber Kawasaki Wealth Management, Bloomberg Businessweek Columnist Max Chafkin and Bloomberg Technology Co-Host Ed Ludlow break down Tesla earnings and outlook. Angela Stent, Senior Fellow a ... Show More
49m 41s
Mar 2021
You Want a Piece of Me? The NFT Trend; The Chip Shortage; Inflation Kryptonite
Fed Chair Jay Powell spooks the markets talking about inflation and the Senate is hiding a tax on executive compensation in the 600+ page stimulus bill. The semiconductor supply chain took a hit early in the Covid pandemic since much of the world’s chips are manufactured in place ... Show More
30m 43s
Feb 2022
2-24-2022 - Investors Take Billions of Dollars from Bond and Money Market Funds at the Fastest Pace in Years
Investors seem to be reacting to inflation and the likely impact of higher interest rates. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., PLBY - PLBY Group Inc., Russia and Inflation, Midday Rally, Q4 GDP Revised, New Home Sales, Cyber-Security, Most Overpriced Hous ... Show More
45m 21s
Jul 2024
BCG Chief Economist: Artificial Intelligence Will Displace Labor | Philipp Carlsson-Szlezak on Economic False Alarms and Solar Flare Black Swans
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Jack Farley on Twitter https://twitter.com/JackFarley96Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidanceFollow Blockwork ... Show More
1h 18m
Oct 2021
A September Jobs Miss - Pres. Biden's Commerce Secretary Reacts, Tesla Moving Its HQ From California to Texas, Elon Musk’s Message on Production and the Chip Shortage, Apple's Supply Chain and the Chi
Carl Quintanilla, Jim Cramer and David Faber led off the show with the big news of the morning: The much-anticipated employment report shows 194,000 non-farm jobs were created in September, well below the 500,000 that economists had been expecting. The unemployment rate fell to 4 ... Show More
43m 24s
Jan 2023
GDP, Tesla, FinTech, and "Burrito Season"
As much as we love stocks, sometimes the Big Macro really does drive the market.  (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mast ... Show More
39m 26s