3 Top Cybersecurity Stock Picks

Plus: Top-performing value stocks, 4 top REITs, 5 high-yielding bond funds. [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=56297&elqTrackId=05f86c398f5e499fb5d189a3896902ac&elq=8c1850a11aeb4f22ae28ba1ed7596753&elqaid=56297&elqat=1&elqCampaignId=28642) [Smart Investor] Smart Investor [Tom Lauricella, chief markets editor]( Connect with Tom on [LinkedIn]( [Tom Lauricella] In this week's newsletter: - [Has the Fed Waited Too Long to Cut Rates?]( - [4 Top Dividend-Paying REIT Stock Picks]( - [3 Top Cybersecurity Stock Picks for Long-Term Investors]( - [Which Stocks Have Driven the Stealth Large-Value Rally?]( - [Is Apple Stock a Buy Going Into Earnings?]( - [5 Bond Funds That Look Outside the Box for Yield]( The stock market had a bumpy ride this past week, with investors reacting negatively to earnings news from Alphabet and Tesla. Morningstar analysts found things to like in [Alphabet’s earnings]( while they have [some advice for investors]( thinking about jumping in after Tesla’s selloff. Earnings season is cranking along. In the coming week, we have reports [from Apple,]( [Meta]( and [Amazon](. Speaking of tech stocks, the market continued to punish CrowdStrike’s stock after the company sparked a global technology meltdown last week. Check out Morningstar’s views [on picks among cybersecurity stocks]( which does include [CrowdStrike](. With some big tech stocks having stumbled in the past two weeks, value stocks are having their day in the sun. We looked at the names leading this under-the-radar rally. Among them is a company you may know [based in Omaha](. This week, we also took a deep dive into the outlook for real estate investment trusts, which were battered by the Federal Reserve’s interest rate hikes. Our analysts offer up their top sectors among REITs and [their favorite names]( among these dividend payers. In the background, the macroeconomic picture is looking more favorable. Investors got another [dose of good inflation news](. The Fed is now expected to start cutting rates in September. But should it have already done this? [Sarah Hansen explores](. Lastly, we’ve got a look at funds that offer high yields from two angles. First, [Gabe Alpert has five high-quality funds]( that offer yields well above the competition. We also screened for the high-yielding bond funds [with the best track records](. That’s it for this week! As always, check out our [Markets page]( for our latest coverage, live stock market updates, and [our weekly calendar]( of key upcoming data and events. [3 Top Cybersecurity Stock Picks for Long-Term Investors]( [3 Top Cybersecurity Stock Picks for Long-Term Investors]( Data breaches shine a spotlight on the industry and create investing opportunities. Vikram Barhat [Read More]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] Markets and the Economy [Which Stocks Have Driven the Stealth Large-Value Rally?]( [Which Stocks Have Driven the Stealth Large-Value Rally?]( Berkshire Hathaway leads the way, along with JPMorgan and Walmart. Leah Breakstone [Has the Fed Waited Too Long to Cut Rates?]( [Has the Fed Waited Too Long to Cut Rates?]( Inflation is near the Fed’s target, but it hasn’t declared victory. Sarah Hansen [4 Top Dividend-Paying REIT Stock Picks]( [4 Top Dividend-Paying REIT Stock Picks]( With rates poised to come down and valuations low, these names look attractive. Leah Breakstone [5 Bond Funds That Look Outside the Box for Yield]( [5 Bond Funds That Look Outside the Box for Yield]( Medalist funds from American Funds, Guggenheim, and Invesco offer higher yields than competitors. Gabe Alpert [5 Top-Performing High-Yield Bond Funds]( [5 Top-Performing High-Yield Bond Funds]( Fidelity, BlackRock, and BrandywineGlobal stand out. Frank Lee [CrowdStrike Selloff a Buying Opportunity After Outage]( [CrowdStrike Selloff a Buying Opportunity After Outage]( Despite credible response to global tech outage, CrowdStrike stock slides. Malik Ahmed Khan [Going Into Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?]( [Going Into Earnings, Is Apple Stock a Buy, a Sell, or Fairly Valued?]( Watching iPhone revenue, gross margins, and services growth. William Kerwin [Going Into Earnings, Is Meta a Buy, a Sell, or Fairly Valued?]( [Going Into Earnings, Is Meta a Buy, a Sell, or Fairly Valued?]( Watching ad demand, AI monetization, and platform usage. Michael Hodel [Going Into Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?]( [Going Into Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?]( Watching customer adoption on Palantir’s AI platform. Malik Ahmed Khan [After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings, Is Netflix Stock a Buy, a Sell, or Fairly Valued?]( With revenue growth, increased operating margins, but a high valuation, here’s what we think of Netflix stock. Matthew Dolgin [Going Into Earnings, Is Meta a Buy, a Sell, or Fairly Valued?]( [Going Into Earnings, Is Meta a Buy, a Sell, or Fairly Valued?]( Watching ad demand, AI monetization, and platform usage. Michael Hodel [4 Cheap Mining Stocks]( [4 Cheap Mining Stocks]( High interest rates, low demand in China, environmental concerns, and rising inventories have affected the industry. Leah Breakstone [10 Best Blue-Chip Stocks to Buy for the Long Term]( [10 Best Blue-Chip Stocks to Buy for the Long Term]( The stocks of these high-quality companies with large market capitalizations look undervalued today. Margaret Giles [100% Downside Protection ETFs: What’s the Catch?]( [100% Downside Protection ETFs: What’s the Catch?]( How these ETFs work, when they work best, and where they fall short. Lan Anh Tran [8 of the Biggest Fund Upgrades of 2024]( [8 of the Biggest Fund Upgrades of 2024]( These funds are on the rise. Russel Kinnel [Are Two Cryptos Better Than One for a 60/40 Portfolio?]( [Are Two Cryptos Better Than One for a 60/40 Portfolio?]( Spot ether ETFs are here. Should you pair them with bitcoin ETFs? Stephen Margaria [3 Investment Fallacies I’ve Had to Unlearn]( [3 Investment Fallacies I’ve Had to Unlearn]( These “truths” haven’t stood the test of time. John Rekenthaler Chart of the Week [June PCE Report: A Return to a Benign Inflation Environment]( [June PCE Report: A Return to a Benign Inflation Environment]( PCE inflation index up 2.5%, in line with expectations Bella Albrecht [Read More]( Share: [facebook]( [twitter]( [linkedin]( Recent Earnings [Alphabet: Search and Cloud Growth Remain Impressive]( [Verizon: Cash Flow Looks a Touch Weak Despite Solid Wireless Growth]( [AT&T: Wireless Customer Gains and Margin Expansion Continue to Drive Cash Flow]( [Coca-Cola: Consumer-Focused Innovation and Digital Engagement Fuel Revenue Expansion]( [Zions: Strong Net Interest Income Performance, Mixed Credit Trends]( [Visa: Growth Slows a Bit]( [Truist: Repurchases Resume After Insurance Business Sale and Stronger Capital Ratios]( [GM: China Problems Worsening While EV Volumes Rise and Combustion Business Strong]( [GE Aerospace: Margins Expand on Strong Service Revenue]( [Tesla: Affordable Vehicle Still on Track for 2025 Launch and 2026 Ramp]( Get Top Stock Picks and Market Insights Every Week on The Morning Filter. Every Monday morning, Susan Dziubinski sits down with Morningstar Chief U.S. markets strategist Dave Sekera to discuss what's on his radar, new Morningstar research, and stock picks or plans for the week ahead. [Watch Now.](morningstar/streams?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=56297) 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](. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602