We Examine Tesla's Stock and the Risks of a Strong Dollar
Publisher |
Morningstar.com
Media Type |
audio
Categories Via RSS |
Business
Investing
Publication Date |
Oct 07, 2022
Episode Duration |
00:22:44

In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.  

 

 

Timestamps

0:06 Introduction

 

0:46 Lower Estimate of Tesla’s Stock 

 

1:33Micron Stock: Chipmaker Trims Spending 

 

2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints 

3:17 Why 2022 Has Been a Terrible Year for Bond Funds 

4:16 Used-Car Affordability Slams CarMax’s Earnings 

6:42 CarMax’s Response to Inflation and Rising Interest Rates 

10:49 Our Analyst’s View of CarMax’s Stock 

11:53 Cheap Stock Picks: Ford, GM, and Gentex 

14:40 Why Is the Dollar Strong Now? 

16:33 Strong Dollar Threatens Company Earnings 

19:07 Cheap Stocks to Consider as the Dollar Strengthens 

 

Companies mentioned in this episode.

 

Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).

Read about topics from this episode.

Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries

Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued 

Why 2022 Has Been Such a Terrible Year for Bond Funds 

Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term 

Strong U.S. Dollar a Headwing to Earnings Growth

Follow us on social media.

Ivanna Hampton on Twitter: @ivannahampton 

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

We also explore why this has been a terrible year for bond funds, and how used-car sticker prices might signal trouble ahead.

In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.

Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.  

 

 

Timestamps

0:06 Introduction

 

0:46 Lower Estimate of Tesla’s Stock 

 

1:33Micron Stock: Chipmaker Trims Spending 

 

2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints 

3:17 Why 2022 Has Been a Terrible Year for Bond Funds 

4:16 Used-Car Affordability Slams CarMax’s Earnings 

6:42 CarMax’s Response to Inflation and Rising Interest Rates 

10:49 Our Analyst’s View of CarMax’s Stock 

11:53 Cheap Stock Picks: Ford, GM, and Gentex 

14:40 Why Is the Dollar Strong Now? 

16:33 Strong Dollar Threatens Company Earnings 

19:07 Cheap Stocks to Consider as the Dollar Strengthens 

 

Companies mentioned in this episode.

 

Tesla (TSLA); Micron Technology (MU); Nike (NKE); CarMax Inc (KMX); Ford Motor Co (F); General Motors Co (GM); Gentex (GNTX); Anheuser-Busch InBev (BUD); GSK PLC (GSK); and SAP SE (SAP).

Read about topics from this episode.

Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries

Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued 

Why 2022 Has Been Such a Terrible Year for Bond Funds 

Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term 

Strong U.S. Dollar a Headwing to Earnings Growth

Follow us on social media.

Ivanna Hampton on Twitter: @ivannahampton 

Facebook: https://www.facebook.com/MorningstarInc/

Twitter: https://twitter.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar... 

LinkedIn: https://www.linkedin.com/company/5161/

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