Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Investing Insights
Morningstar, Ivanna Hampton, Sarah Hansen
4.2 • 539 Ratings
🗓️ 17 November 2023
⏱️ 16 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Please stay tuned for important disclosure information at the conclusion of this episode. |
| 0:05.8 | Here's what to head on this week's Investing Insights. The holiday travel season is taking off. |
| 0:11.4 | While you may want to skip airline stocks and look for opportunities somewhere else, plus |
| 0:16.4 | earning season scorecards are out for Uber, Roblox, and Kelanova. |
| 0:21.3 | What Morning Stars analysts think about the company's ups, downs, and stock worth, |
| 0:26.2 | and inflation cooled in October. |
| 0:28.8 | What's driving it lower and what should investors watch for? |
| 0:31.9 | This is Investing Insights. |
| 0:43.3 | Welcome to Investing Insights. I'm your host, Ivana Hampton. Let's get started with a look at the Morning Star headlines. Uber's profits and demand cruised ahead in the third quarter. The ride |
| 0:48.9 | hailing and delivery platform reported a second straight quarter of profitability. Gross bookings or what a customer |
| 0:55.9 | pays for rise in deliveries rose 21% year over year. Meanwhile, the company's freight segment struggled. |
| 1:03.7 | Revenue soared to $9.3 billion. It would have climbed higher if not for business model changes |
| 1:09.8 | in some markets. |
| 1:16.7 | Advertising revenue, cost cuts, and efficiency improvements helped expand margins. |
| 1:21.3 | Morningstar is impressed that the company has gained traction in more markets. Uber has reported an increase in users, orders, and order frequency. |
| 1:26.6 | The number of drivers has also hit a record 6.5 million. |
| 1:32.1 | Morningstar thinks Uber's stock is worth $68 and undervalued. |
| 1:37.6 | Roblox reported an uptick and global growth in the third quarter. The online gaming platform |
| 1:42.6 | says, Bookings' roles in most regions compared with the same period last year. |
| 1:47.5 | The number of daily active users was up, while quarterly spending per user was flat. |
| 1:53.2 | Engagement remained strong, topping more than 16 billion hours. |
| 1:58.2 | Users who are older than 13 are gaming longer. Roblox became available on PlayStation |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Morningstar, Ivanna Hampton, Sarah Hansen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Morningstar, Ivanna Hampton, Sarah Hansen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

