Why the Banking Crisis Is a Big Deal

Author: Ivanna Hampton, Travis Miller, Tom Lauricella
Published: Fri 17 Mar 2023
Episode Link: http://www.morningstar.com

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