Will We Have Contagion From the Banks?

Banks are the critical linchpin in moving money through the economy. The health of the banking sector is one of the most important things for any investor to consider. A problem at one bank can quickly spread to another if investors begin to get worried.

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Transcript

Episode notes

In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued.

00:06 Introduction

00:35 Pfizer to Acquire Cancer Drug Developer

01:44 Adidas Wheezes

02:51 Squarespace Subscriptions Are Solid, But Are They Enough?

04:10 What’s Ahead in the Utilities Sector?

05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric vehicles. How are utilities preparing for the rise in electricity demand?

06:11 What kind of financial support will utilities need to carry out this plan?

07:46 Why should investors consider earnings growth, too?

08:44 Now, what are your expectations this year for dividends?

09:20 Now, if investors are looking to invest in utilities, where should they look?

10:40 Utilities sector stock picks

13:21 Don’t Ignore the Banking Crisis

Read about topics from this episode. 

Utilities Suddenly a Growth Sector?

Why Investors Should Care About the Banking Scare

Pfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate Impact

Much Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand Holds

Squarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases