In this new episode of The Morning Filter podcast, co-hosts Dave Sekera and Susan Dziubinski preview the SpaceX IPO with Morningstar analyst Nic Owens. They discuss the company’s economic moat rating, forecasts for revenue and margins, and why SpaceX is worth less than half its IPO target.

They also cover what this week’s inflation reports could mean for the Fed meeting later this month and whether Palo Alto PANW, Crowdstrike CRWD or Broadcom AVGO look attractive after earnings. Tune in to find out if Berkshire Hathaway BRK.B is still a buy after its purchase of Taylor Morrison and its additional investment in Alphabet GOOGL. They close the episode with five stocks to buy to rebalance a barbell portfolio.

Episode Highlights

00:00:00 Welcome

00:02:54 What this week’s inflation reports could mean for next week’s Fed meeting

00:06:33 Why long-term investors should sit out the SpaceX IPO

00:29:08 Do Palo Alto Networks PANW, Crowdstrike CRWD or Broadcom AVGO look like good investments after earnings?

00:35:56 What to make of Berkshire Hathaway’s BRK.B shopping spree

00:38:57 Stocks to buy to rebalance ahead of the market’s next big shift

Read about topics from this episode.

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Dave’s New US Stock Market Outlook
SpaceX: What Investors Need to Know About Its Enormous Upcoming IPO

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