Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $83,58 02 sept 2026Actuel $80,76 09 sept 2026Résultat −$2,82vs. indice −3,0% SPY −0,4% sur la même période
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Contexte de la transcription source
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
Contexte extrait par IA On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entrée $147,68 02 sept 2026Actuel $139,37 09 sept 2026Résultat −$8,31vs. indice −5,3% SPY −0,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
Contexte extrait par IA On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entrée $14,14 02 sept 2026Actuel $13,45 09 sept 2026Résultat −$0,69vs. indice −4,5% SPY −0,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
Contexte extrait par IA On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entrée $27,06 02 sept 2026Actuel $25,86 09 sept 2026Résultat −$1,20vs. indice −4,1% SPY −0,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
Contexte extrait par IA On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entrée $46,66 02 sept 2026Actuel $44,53 08 sept 2026Résultat −$2,13vs. indice −4,2% SPY −0,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
… stocks. They're mostly no moat stocks with high degrees of uncertainty around their cash flows, but they are good stocks to rent because they're trading at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity bus…
His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
Contexte extrait par IA On a recent episode, Morningstar Chief US Market Strategist Dave Sekera talked about a handful of stocks that he liked today as what he called stocks to rent. ... His picks were Lennar, RH, Ford, Malibu Boats, and Celanese.
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Entrée $25,78 02 sept 2026Actuel $26,22 09 sept 2026Résultat +$0,44vs. indice +2,1% SPY −0,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…ng at really attractive prices and have interesting shorter-term theses supporting them. His picks were Lennar, RH, Ford, Malibu Boats, and Celanese. Today, we're taking a look at two more stocks to rent that look deeply undervalued today. Our first deeply undervalued stock to rent is Mosaic. Mosaic is a leading producer of potash and phosphate fertilizers. It's a cyclical commodity business that's coming down from an unusually strong period. Fertilizer prices have fallen sharply, pressuring revenue, earnings, and margins. Mosa…
Our first deeply undervalued stock to rent is Mosaic.
Contexte extrait par IA Our first deeply undervalued stock to rent is Mosaic. ... We assign Mosaic stock a $35 fair value estimate.
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Entrée $30,33 02 sept 2026Actuel $28,77 09 sept 2026Résultat −$1,56vs. indice −4,8% SPY −0,4% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…uarter and lead to continued improvement in profits through the rest of 2026 and into 2027. In potash, we forecast that global demand growth in 2026 will keep the market largely in balance. We assign Mosaic stock a $35 fair value estimate. Our second cheap stock to rent is Winnebago. The company manufactures motor homes along with towables, customized specialty vehicles, boats, and parts. RV demand soared during the pandemic, pulling forward future demand. The company has spent the past few years trying to right-size p…
Our second cheap stock to rent is Winnebago.
Contexte extrait par IA Our second cheap stock to rent is Winnebago. ... We think Winnebago stock is worth $73 per share and it trades well below that fair value.
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