The Morning Filter

5 Stocks to Buy Before the Next Market Rotation

Episode Summary

Plus, is SpaceX really worth $1.8 trillion?

Episode Notes

In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski preview the SpaceX IPO with Morningstar analyst Nic Owens. They discuss the company’s economic moat rating, forecasts for revenue and margins, and why SpaceX is worth less than half its IPO target.

They also cover what this week’s inflation reports could mean for the Fed meeting later this month and whether Palo Alto PANW, Crowdstrike CRWD or Broadcom AVGO look attractive after earnings. Tune in to find out if Berkshire Hathaway BRK.B is still a buy after its purchase of Taylor Morrison and its additional investment in Alphabet GOOGL. They close the episode with five stocks to buy to rebalance a barbell portfolio.

Episode Highlights 

00:00:00 Welcome

00:02:54 What this week’s inflation reports could mean for next week’s Fed meeting 

00:06:33 Why long-term investors should sit out the SpaceX IPO

00:29:08 Do Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look like good investments after earnings? 

00:35:56 What to make of Berkshire Hathaway’s BRK.B shopping spree 

00:38:57 Stocks to buy to rebalance ahead of the market’s next big shift

 

Read about topics from this episode

Register for the Morningstar Investment Conference

Dave’s New US Stock Market Outlook
SpaceX: What Investors Need to Know About Its Enormous Upcoming IPO

 

Got a question for Dave? Send it to themorningfilter@morningstar.com

 

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If you would like more information about any of the stocks Dave talked about today can visit Morningstar.com for more details. Subscribe to The Morning Filter to get notified when we post next. We’ll see you on Monday!