About this episode
Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected. Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers. Apple’s Innovation in Q3 Smucker’s is Growing Its Snacking Portfolio Morningstar Expects More Deals from Disney An Unprecedented UAW Strike What are the UAW Strike Counteroffers? Advantages and Disadvantages of a Standup Strike Would Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive? UAW Strike Risks to Investors 15:54 Ford and GM Stocks 17:21 We Expect Faster Pace of Interest-Rate Cuts Than the Fed Read about topics from this episode. Disney and Charter: A New Carriage Agreement Points to Improved Content Strategies https://www.morningstar.com/articles/1180340/disney-and-charter-a-new-carriage-agreement-points-to-improved-content-strategies Qualcomm: Supply Agreement With Apple Doesn’t Alter Our Long-Term Valuation https://www.morningstar.com/articles/1180169/qualcomm-supply-agreement-with-apple-doesnt-alter-our-long-term-valuation Smucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investors What the First-Ever UAW Strike at All 3 Detroit Automakers Could Mean https://www.morningstar.com/stocks/what-first-ever-uaw-strike-all-three-detroit-automakers-could-mean When Will the Fed Start Cutting Interest Rates? https://www.morningstar.com/markets/when-will-fed-start-cutting-interest-rates What to watch from Morningstar. 3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9 Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal https://youtu.be/yqmEo6PN7V0?si=hpAqff9EiQ2EEI2- Economy Outshines ‘Uneventful Earnings' https://youtu.be/SCR-epYX0ts?si=MQWffECd7EFSGj1l Read what our team is writing: Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell David Whiston https://www.morningstar.com/authors/766/david-whiston Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.