Plus, why Vanguard sees a brighter outlook for investors' portfolios, 3 high-quality stocks top money managers are buying, and 5 stocks that crushed earnings.
[Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_stockstrategist&utm_content=45285&elqTrackId=21e5220b696f4cb7a53985102dfdd676&elq=45b92374053c4828a5efe9747b615010&elqaid=45285&elqat=1&elqCampaignId=22082) [Stock Strategist] Stock Strategist May 29, 2023 Good Morning! Here's what you need to know about stocks today. Coming Up This Week: - Monday: Markets closed in observance of Memorial Day.
- Wednesday: Salesforce [CRM]( CrowdStrike [CRWD]( Okta [OKTA]( and Nordstrom [JWN]( report earnings.
- Thursday: Broadcom [AVGO]( Dell Technologies [DELL]( Macyâs [M]( and Lululemon Athletica [LULU]( report earnings.
- Friday: May U.S. Employment report. For The Trading Week Ended May 26: - The Morningstar US Market Index rose 0.3%.
- The best-performing sector was technology, up 5.3%.
- The worst-performing sectors were consumer defensive, down 3.1%, and basic materials, down 3.0%.
- Yields on 10-year U.S. Treasuries rose to 3.80% from 3.69%.
- West Texas Intermediate crude prices rose 1.6% to $72.67 per barrel.
- Of the 850 U.S.-listed companies covered by Morningstar, 289, or 34%, were up, and 561, 66%, declined. Which Stocks Are Up?
Marvell Technology [MRV]( Nvidia [NVDA]( and Advanced Micro Devices [AMD]( Which Stocks Are Down?
Snowflake [SNOW]( Dollar Tree [DLTR]( and Ulta Beauty [ULTA]( And Don't Miss:
- From Companies Generating High Cash Flow](
- [5 Undervalued Stocks That Crushed Earnings](
- [Our Ultimate Stock-Pickersâ Top 10 High-Conviction and New-Money Purchases]( Looking for more? Check out our weekly [Markets Brief](.
Did a friend forward this email? You can [get your own here]( ADVERTISEMENT [media]( [media] [7 Stocks From Companies Generating High Cash Flow]( [7 Stocks From Companies Generating High Cash Flow]( Broadcom and Bristol-Meyers Squibb are among the high-quality stocks with strong operating performance and manageable debt. Sandy Ward [Read More]( Share: [facebook]( [twitter]( [linkedin]( [Why Vanguard Sees a Brighter Outlook for Investorsâ Portfolios]( [Why Vanguard Sees a Brighter Outlook for Investorsâ Portfolios]( While stock valuations are stretched, higher bond yields make for better return expectations. Tom Lauricella, Jakir Hossain [Our Ultimate Stock-Pickersâ Top 10 High-Conviction and New-Money Purchases]( [Our Ultimate Stock-Pickersâ Top 10 High-Conviction and New-Money Purchases]( Several funds see value in financial services and healthcare. Ari Felhandler, Eric Compton [7 Undervalued Biotech Stocks]( [7 Undervalued Biotech Stocks]( Even with biotech stocks performing well in the bear market, names including Moderna and Incyte are trading at a discount. Jülide Sengil [3 High-Quality Stocks Top Money Managers Are Buying]( [3 High-Quality Stocks Top Money Managers Are Buying]( These wide-moat stocks were among the high-conviction purchases of our Ultimate Stock-Pickers last quarter. Susan Dziubinski [4 Cheap, Moaty Companies Working on the Energy Transition]( [4 Cheap, Moaty Companies Working on the Energy Transition]( Why Infineon, STMicroelectronics, Albemarle, and Livent are worth a look. Leslie Norton [Microsoft and AI: Believe the Hype?]( [Microsoft and AI: Believe the Hype?]( The company is an early leader in the artificial intelligence race; hereâs what that may mean for Microsoft stock. Dan Romanoff [2 Undervalued Medtech Stocks: Opportunities in Liquid Biopsy]( [2 Undervalued Medtech Stocks: Opportunities in Liquid Biopsy]( Liquid biopsies could usher in a paradigm shift in cancer detection and grow exponentially. David Sekera [Is Occidental a Buy, a Sell, or Fairly Valued After Earnings?]( [Is Occidental a Buy, a Sell, or Fairly Valued After Earnings?]( With an improved long-term outlook, hereâs what we think of Occidentalâs stock. Margaret Guidici [Is Ford Stock a Buy After Earnings?]( [Is Ford Stock a Buy After Earnings?]( Itâs a question of weighing the automakerâs 5% dividend against its struggles with costs and a possible recession. David Whiston [Is Uber Stock a Buy After Earnings?]( [Is Uber Stock a Buy After Earnings?]( With stronger top-line growth and margin expansion, hereâs what we think of Uberâs stock. Ali Mogharabi [Is Disney Stock a Buy After Earnings?]( [Is Disney Stock a Buy After Earnings?]( With losses in its direct-to-consumer segment but Hulu integration on the way, hereâs what we think of Disney stock. Neil Macker [Berkshire Hathaway: Detangling New England Asset Management From Gen Reâs Holdings Alters Our View of Portfolio Changes]( [Berkshire Hathaway: Detangling New England Asset Management From Gen Reâs Holdings Alters Our View of Portfolio Changes]( We suspect holdings in Bank of New York Mellon and US Bancorp reported by NEAM in past periods should also be ascribed to the insurer. Greggory Warren [Warren Buffett Bought These 4 Stocks. Should You?]( [Warren Buffett Bought These 4 Stocks. Should You?]( Someâbut not allâof Berkshire Hathawayâs recent purchases look undervalued. Susan Dziubinski [5 Top-Performing Large-Value Stock Funds]( [5 Top-Performing Large-Value Stock Funds]( Vanguard and Oakmark are among the value-stock strategies with the top returns. Sadhika R. Thapa [The Ultimate Buy and Hold Portfolio]( [The Ultimate Buy and Hold Portfolio]( Would stashing away 1986â²s stock-market leaders have been a sound investment strategy? John Rekenthaler Listen Now
Get the latest investing insights and market updates with [Morningstar’s podcasts]( available on your iPhone, iPad, Android, PC, or smart speaker. Thanks for reading! Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](.
© 2023 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602