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cover of episode UAW Strike Raises Investor Risks

UAW Strike Raises Investor Risks

2023/9/22
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Investing Insights

Shownotes Transcript

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)

 

 

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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)

 

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