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Morningstar (Audio)
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
2024/03/22
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David Harrell, editor of Morningstar DividendInvestor newsletter, explains why some income-focused investors may skip adding two new dividend stocks, Meta and Salesforce, to their portfolios. Preston Caldwell, senior US economist for Morningstar Research Services, talks about why he expects more rate cuts than the Federal Reserve’s projections.
Adobe’s Strong Q1 & Disappointing Forecast
Do Salesforce and Meta Pay Dividends?
Meta and Salesforce New Dividends
What Can Meta and Salesforce Shareholders Expect?
Will Meta and Salesforce Diversify the Pool of Dividend-Paying Stocks?
Mega-Cap Stocks and Dividend Investing
Why We Think 5 Interest-Rate Cuts Are Coming in 2024
Will Interest Rates Drop in 2024?
When Will the Fed First Cut Interest Rates?
Federal Reserve’s Longer-Term Outlook
Read about topics from this episode.
After Earnings, Is Adobe Stock a Buy, Sell, or Fairly Valued?
What Stock Investors Need to Know About Meta’s New Dividend
Salesforce Earnings: Firm Declares a Dividend
Fed on Track for June Rate Cuts and More
What to watch from Morningstar.
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
David Harrell
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
2024/03/15
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Tori Dunlap, the author of Financial Feminist, talks about why women should stop feeling guilty about their spending and why they should keep their finances separate from their partner’s.
Her First $100K
Loud Budgeting
Why We Spend and How to Not Feel Guilty About It
Should You Rent or Buy a Home?
Women’s Economic Empowerment
Financial Education as Protest
Making More Women Rich
How to Be Fearless When It Comes to Money
Read about topics from this episode.
The C-Suite Gender Pay Gap Persists. It’s Not About Pay Discrimination.
Women Get Less Support Than Men For Key Board Roles
The Percentage of Female Fund Managers Is Almost Exactly Where It Was 20 Years Ago
What to watch from Morningstar.
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
Read what our team is writing:
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
What’s Surprising Some Retirees About Their Social Security Benefits?
2024/03/08
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Mark Miller, author of Retirement Reboot , explains why Social Security benefits are taxable, and how a bill aiming to eliminate taxes on Social Security would pay for the program.
Read more about these topics from this episode.
Salesforce Earnings: Firm Declares a Dividend https://www.morningstar.com/stocks/salesforce-earnings-firm-declares-dividend
Snowflake Earnings: Revenue Outlook Disappoints; New CEO Taking Over https://www.morningstar.com/stocks/snowflake-earnings-revenue-outlook-disappoints-new-ceo-taking-over
Macy’s Earnings: Another Strategic Plan Is Unveiled, but Sales Growth Elusive https://www.morningstar.com/stocks/macys-earnings-another-strategic-plan-is-unveiled-sales-growth-elusive
Social Security Is Taxable? Don’t Be Caught Off Guard. https://www.morningstar.com/retirement/social-security-is-taxable-heres-how-determine-what-you-owe
What to watch from Morningstar.
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet? https://www.youtube.com/watch?v=WBVXw2Ih6qY
How to Get the Most Out of Your Bond Investments https://www.youtube.com/watch?v=UNnt-eBXojg
Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN
Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor
Read what our team is writing: Ivanna Hampton
Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
2024/03/01
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Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating.
Walmart’s Q4 Exceeded Expectations
Nvidia’s Stellar Quarter and AI Demand
Home Depot Felt Macro Pressures in Q4
Berkshire Hathaway Releases Its 13F
SPY and VOO
People and Process Pillar Ratings
Why Does Vanguard Have a Better Rating?
Structural Differences Between SPY and VOO
Outlook for Vanguard in 2024
Vanguard’s 2024 International Business Outlook
Advice in 2024
Read about topics from this episode.
Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More
Nvidia Earnings: Revenue Boom Fuels AI Hype
Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution
Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4
Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking
What’s in Store for Vanguard’s Funds, ETFs, and More in 2024
What to watch from Morningstar.
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Read what our team is writing:
Ruth Saldanha
Mo'ath Almahasneh
Daniel Sotiroff
Susan Dziubinski
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
How to Get the Most Out of Your Bond Investments
2024/02/23
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Maciej Kowara, strategist for Morningstar Research Services, and Alec Lucas, director of manager research for Morningstar Research Services, talk about what surprised them about their research about bond investments.
Typical Bond Portfolio
How to Create Portfolio Optimized for Best Risk-Adjusted Returns
Sharpe-Optimized Portfolio
Bank Loans and Corporate Bonds
Why Should Investors Trust This Portfolio?
Risk-Adjusted Portfolio vs. 60/40 Portfolio
How Investors Can Use Our Research
What Could Go Wrong with a Risk-Adjusted Portfolio?
Read about topics from this episode.
How to Invest Better With Bonds
3 Bond Funds for All Yield Seasons
The Best Bond ETFs
What to watch from Morningstar.
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Read what our team is writing:
Ivanna Hampton
Maciej Kowara
Alec Lucas
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Walmart Stock Split and Earnings Are Coming Up. What to Expect.
2024/02/16
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Noah Rohr, equity analyst for Morningstar Research Services, explains how Walmart’s stock split will work, and what he’s looking for in the retailer’s earnings report. Sylvester Flood, senior product manager for Morningstar Inc, tells Ruth Saldanha, editorial manager for Morningstar Research Inc, why the demand for spot bitcoin ETFs is expected to grow.
Disney’s Climbing Margins in Q1
Ford’s Cutting Costs After UAW Strike
CVS 2024 Outlook Trimmed
Walmart Stock Split
Why Is Walmart Splitting Its Stock?
Will This Stock Split Help Investors?
What to Look for in Walmart’s Earnings
Walmart Stock
Spot Bitcoin ETFs
How Much Money Went Into The Spot Bitcoin ETF Launch?
ETF Flows
How to Calculate ETF Flow Numbers
New Net Money vs. Flow from One ETF to Another
‘Easy Button’ for Advisors Investing in Bitcoin
Read about topics from this episode.
Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain
Ford Earnings: Pricing Eases UAW Strike Damage
CVS Earnings: Outlook Trimmed Due to Elevated Medical Utilization In Medicare Advantage Business
Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions
Spot Bitcoin ETFs Are Here. Should You Invest?
What to watch from Morningstar.
Should You Bet on Online Gambling Stocks Now?
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
Read what our team is writing:
Ivanna Hampton
Noah Rohr
Ruth Saldanha
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Should You Bet on Online Gambling Stocks Now?
2024/02/09
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Dan Wasiolek, a senior equity analyst for Morningstar Research Services, discusses the exciting opportunity to invest in gambling stocks. Larry Swedroe, author and Morningstar contributor, explains why chasing market performance and factoring in political beliefs into investing decisions can cost investors.
Meta’s First Dividend
Boeing on Pause for Quality Control
Novo Nordisk’s Strong Sales in Q4
The Gaming Industry and Online Gambling
Flutter on the NYSE
FanDuel vs. DraftKings
Online Sports Betting
Gambling Stocks
3 Investing Lessons Investors Can Start Practicing Today
Don’t Go Chasing Market Performance
Why Do We Diversify?
Do Your Political Beliefs Influence How You Invest?
Read about topics from this episode.
Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price
Boeing Earnings: Quality Puts a Pause on 737 MAX Expansion
Novo Nordisk Earnings: Strong Outlook Supported by Expanding Pipeline
DraftKings Earnings: Robust Sales and Profit Outlook Dealt as Platform Wins With Customers
12 Lessons the Market Taught Investors in 2023
What to watch from Morningstar.
When Will the Fed Finally Cut Rates?
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Read what our team is writing:
Ivanna Hampton
Dan Wasiolek
Larry Swedroe
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
When Will the Fed Finally Cut Rates?
2024/02/02
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Interest rates could likely be coming down, we discuss when, and we also talk about how much an ETF costs. And as the Magnificent Seven results start to roll in, are some of these stocks a buy?
00:33 Tesla’s Slower Growth in 2024
01:37 Verizon’s Strong Q4
02:36 Netflix’s Booming Subscriber Growth
03:31 The Total Cost of Owning an ETF
04:19 Why Do the Costs of ETFs Vary?
04:49 How Should Investors Measure ETF Holding Costs?
05:39 Tracking Costs vs Tracking Error
06:21 What Are Transaction Costs?
06:51 Holding Costs vs Transaction Costs
07:45 Fed Unlikely to Cut Interest Rates in March, but What About May?
Read about topics from this episode.
Tesla Earnings: Slower Growth Expected in 2024
Verizon Earnings: Stellar Cash Flow and Pricing Discipline Bode Well
Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate
What Is the Total Cost of Owning an ETF?
When Will the Fed Start Cutting Interest Rates?
What to watch from Morningstar.
Could Company 401(k)s Go the Way of IBM?
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
Read what our team is writing:
Ruth Saldanha
Zachary Evens
Preston Caldwell
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Could Company 401(k)s Go the Way of IBM?
2024/01/26
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John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.
Taiwan Semiconductor Manufacturing’s Improved Outlook
Citigroup’s Disappointing Q4
BP’s New CEO
IBM Retirement Accounts
IBM’s Retirement Benefit Account vs 401(k) Match Plan
Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?
Advantages and Disadvantages
Will Other Companies Follow IBM’s Lead?
Boeing’s Manufacturing Flaws
FAA Safety Alert Targets Older Boeing 737s
How Is Boeing Improving Safety Standards?
Boeing Stock Outlook
Read about topics from this episode.
Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging
Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising
Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies
Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share
Has IBM Built the Next Generation’s 401(k) Plan?
What to watch from Morningstar.
Why Now Is the Time for Value Investing
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
5 Pieces of Good News for Investors as 2023 Wraps Up
Read what our team is writing:
Ivanna Hampton
John Rekenthaler
Nicolas Owens
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Why Now Is the Time for Value Investing
2024/01/19
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Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.
00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations
01:48 Coinbase Benefits from Higher Trading Revenue
02:58 Should You Invest in Spot Bitcoin ETFs?
03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF
05:05 Bitcoin Risks to Investors
06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF
08:51 Could Value Stocks Take the Lead in 2024?
09:57 Value Stocks vs Growth Stocks
10:54 Opportunities for Investors
11:54 Are Value Stocks Making a Comeback?
Read about topics from this episode.
BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast
Is Coinbase Stock a Buy, a Sell, or Fairly Valued?
Spot Bitcoin ETFs Are Here. Should You Invest?
Will Value Stocks Take the Lead In 2024?
What to watch from Morningstar.
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
Betting Big on Stocks Rarely Beats Boring Investing
5 Pieces of Good News for Investors as 2023 Wraps Up
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Bryan Armour
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
AI Can Help Restaurants Innovate, But Will It Deliver Profits?
2024/01/12
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Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay.
Tech and the Restaurant Industry
Can AI Speed Up Tech Evolution?
How Digital Adoption Can Grow Bottom Lines
"Tipflation” Frustration
Loyalty Programs Lead to Higher Customer Spending
Social Media and Advertising Buzz Restaurant Industry Forecast for 2024
Restaurant Stock Opportunities
Read about topics from this episode.
Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap
Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup
Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop
Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap
7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch
Where Are the Growth Opportunities in AI Investing?
What to watch from Morningstar.
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Read what our team is writing:
Ivanna Hampton
Sean Dunlop, CFA
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Betting Big on Stocks Rarely Beats Boring Investing
2024/01/05
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Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.
What is a “Big Bet”?
Active Managers Are Increasing Their Big Bets
Did Big Bets Help or Hurt Portfolios?
Wagering and the Magnificent Seven
Can Market Concentration Explain Big Bets?
Best and Worst Bets Over the Last 25 Years
Did Winning Stock Pickers Beat The Benchmark Again?
Key Takeaway for Investors
Read about topics from this episode.
The Best and Worst Mutual Fund Bets of the Past 25 Years
How Have the Magnificent Seven’s Earnings Been Looking?
Here’s Why Active ETFs Are So Hot Right Now
Large-Growth Active Fund Managers Have Faced an Uphill Battle
10% Stock Weights Are No Longer Shocking for Funds. Should They Be?
What to watch from Morningstar.
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Read what our team is writing:
Ivanna Hampton
Jack Shannon
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
5 Pieces of Good News for Investors as 2023 Wraps Up
2023/12/22
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Tom Lauricella, Morningstar Inc’s global markets editor and Smart Investor newsletter editor, discusses some of this year’s biggest headlines including the Federal Reserve signaling an end to hiking interest rates, the bond market’s performance, and the AI boom.
What to Expect from the Fed in 2024
Inflation and Housing
Dropping Bond Yields
The Magnificent Seven Stocks
Nvidia Stock vs Cisco Stock
Who Is Next to Benefit from AI?
Outlook for Obesity Drug Stocks
The Bond Market in 2023
2024 Outlook
Read about topics from this episode.
Fed Inches Closer to 2024 Rate Cuts
How Have the Magnificent Seven’s Earnings Been Looking?
Nvidia 2023 vs. Cisco 1999: Will History Repeat?
7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch
Obesity Drug Stocks: Where to Invest Now
The 4 Biggest Market Stories of 2023 — and What’s Next in 2024
What to watch from Morningstar.
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Read what our team is writing:
Tom Lauricella
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone
2023/12/15
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Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend.
Instacart’s Competition
Lululemon’s Q3 Beats Morningstar’s Expectations
Holiday Shopping Season and Consumer Spending
Retailers’ Mood
Sales Expectations
How the Loss of Charlie Munger Could Impact Berkshire Hathaway
Charlie Munger & Warren Buffett Laid the Groundwork for a Successful Transition
Morningstar’s Outlook on Berkshire Hathaway’s Stock
How Charlie Munger and Warren Buffett Inspired Investors
Favorite Charlie Munger Quote
Read about topics from this episode.
Instacart: Market Dominance at Risk With Heightened Competition
Lululemon Earnings: Strong Momentum Leading Into a Competitive Holiday Period
November Jobs Report Shows Steady Strength In Hiring
Markets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This Holiday
Why Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett
What to watch from Morningstar.
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Read what our team is writing:
Sarah Hansen
Greggory Warren
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?
2023/12/08
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With interest rates likely to stay on the higher side, investors should realize that there is money to be made in rates staying higher for longer, and we have three ETF picks that could help you do just that.
Timestamps:
Salesforce’s Strong Quarter
Intuit’s Solid Top and Bottom Lines
Snowflake’s Mixed Quarter Results
What is Driving Interest in Active ETFs?
Why Are There Such High ETF Flows?
Are Active Investors Leaving Mutual Funds for Active ETFs?
Advantages of Active ETFs
Disadvantages of Active ETFs
How to Decide Between ETFs, Mutual Funds, or a Passive Strategy
3 ETFs That Benefit From Higher Interest Rates
Read about topics from this episode.
Salesforce Earnings: MuleSoft Shines In Another Overall Good Quarter
Intuit Inc
Snowflake Earnings: Long-Term Upside Is Far From Melting
Here’s Why Active ETFs Are So Hot Right Now
What to watch from Morningstar.
Timing the Market Doesn’t Work — We Did the Math
Make the Most of Your HSA Benefits and Investments in 2024
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
Higher Bond Yields and Interest Rates Are Here to Stay
Read what our team is writing:
Ruth Saldanha
Ryan Jackson
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Timing the Market Doesn’t Work — We Did the Math
2023/12/01
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Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, explains why market-timing underperforms a hands-off strategy. Leslie Norton, editorial director for sustainability for Morningstar Inc., discusses what to expect at COP28 and the global push to net zero.
NVIDIA’s Outstanding Fiscal Q3 Revenue
Cisco’s Gloomy Full-Year Outlook
Shopping Boosted Walmart’s Q3, But Uncertainty Remains Going into Holidays
What Investors Should Pay Attention to From the United Nations Climate Change Conference
The Paris Agreement Calls for Progess Check at COP28
What Are Governments Doing About Rising Global Temperatures?
Who’s Leading and Lagging in Becoming Net-Zero?
Investment Opportunities in Clean Energy Transition
Should Investors Focus on Time in the Market?
Does Market Timing Work?
Market Signals for Investors
Market Timing vs. Buy And Hold
Why The Portfolio That Relies on the Market Timing Underperforms
Remembering Charlie Munger
Read about topics from this episode.
Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance
Cisco Earnings: Still Like Long-Term Opportunity Despite Lowered Outlook
Walmart Earnings: Top Line Expands as Consumers Seek Value Amid Tighter Economic Conditions
Staying Invested Beats Timing the Market—Here’s the Proof
What Does a Warmer Future Mean for Oil & Gas Stocks?
12 Lessons on Money and More From Warren Buffett and Charlie Munger
What to watch from Morningstar.
Make the Most of Your HSA Benefits and Investments in 2024 https://youtu.be/2zPAQcSf0Pw?si=CjJyf5pTlHTMBWRD
Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays https://youtu.be/Dd1H9tQ8Hp8?si=VaX9p-aDIpajlKGJ
Higher Bond Yields and Interest Rates Are Here to Stay https://youtu.be/cmcvJ2BY6_g?si=HpvsruSUlXgO4D3M
New iShares Target-Date ETFs Provide Different Retirement Saving Path https://youtu.be/thAqOc8pokY?si=prbOtZ-x18rO81XZ
Read what our team is writing:
Leslie Norton
Adam Fleck
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Make the Most of Your HSA Benefits and Investments in 2024
2023/11/24
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Margaret Giles, Morningstar Inc editor, discusses how to use HSA benefits and the 2024 HSA contribution limits. Greg Carlson, Morningstar Research Services senior manager research analyst, talks about who Morningstar has ranked the top HSA providers for spending and investing.
What is an HSA?
HSA vs. FSA
HSA Limits Are Increasing in 2024
How To Maximize the Triple tax Benefit
How to Switch an HSA Provider
What to Look for When Shopping for a Health Savings Account
Best HSAs for Spending
Best HSAs for Investing
Read about topics from this episode.
What Happens to Your HSA in Retirement?
What Can My HSA Be Used For?
Can You Save Too Much in a Health Savings Account?
The Best HSA Providers of 2023
What to watch from Morningstar.
New iShares Target-Date ETFs Provide Different Retirement Saving Path
5 Scary Stocks for You to Avoid This Halloween
Navigating Medicare Open Enrollment for 2024
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
Read what our team is writing:
Margaret Giles
Greg Carlson
Ivanna Hampton
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Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays
2023/11/17
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Nic Owens, industrials equity analyst for Morningstar Research Services, discusses how Southwest is preparing to avoid another holiday travel meltdown, the airline industry’s outlook for ticket prices, and what travel stocks to check out.
Uber’s Profit and Demand Cruised Ahead
Roblox Reported Rise in Global Growth
Kellanova Benefitted From Higher Prices
Holiday Travel Season and North American Airlines
How Southwest Airlines is Preparing for the Holidays
What We Can Expect From Travel Demand and Ticket Prices
Will a Low-Cost Airline Fail in 2024?
Travel Stocks to Consider This Holiday Season
Inflation News: Cooler Report Opens Door to Interest-Rate Cuts in 2024
Read about topics from this episode.
Uber Earnings: The Platform Is More Easily Attracting Demand and Supply; Shares Remain Undervalued
Roblox Earnings: Strong User Growth and Cost Leverage Bode Well for 2024
Kellanova Co
A Cheap Dividend Stock That’s 30% Undervalued and Yields Above 4%
Southwest Airlines Earnings: Cutting Valuation to $19 From $36 on Yields, Expenditure, and Risk
United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout
Why We Expect Inflation to Fall in 2024
What to watch from Morningstar.
Higher Bond Yields and Interest Rates Are Here to Stay
New iShares Target-Date ETFs Provide Different Retirement Saving Path
5 Scary Stocks for You to Avoid This Halloween
Navigating Medicare Open Enrollment for 2024
Read what our team is writing:
Preston Caldwell
Nicolas Owens
Ivanna Hampton
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Higher Bond Yields and Interest Rates Are Here to Stay
2023/11/10
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Sarah Hansen, Morningstar Inc markets reporter, explains the new normal of bond yields and interest rates and where investors can find fixed-income opportunities. Adam Fleck, director of research for ratings and ESG for Morningstar Research Services, discusses how companies with union workers can compete against non-union firms.
Apple’s Solid Fiscal Fourth Quarter
Eli Lilly’s Diabetes Drug Lift in Q3
McDonald’s Is Resilient Under Inflation Pressure
‘Higher for Longer’ Era
Tight vs. Loose Financial Conditions
'Higher-for-Longer' Side Effects
Fixed-Income Market
Opportunities for Investors
Are Labor Unions Bad for Business?
Risks and Benefits of a Unionized Workforce
Can Unionized Companies Compete with Non-unionized Companies?
GM, Ford, and Stellantis Uncertainty Ratings
New iShares Target-Date ETFs Provide Different Retirement Saving Path
2023/11/03
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Megan Pacholok, Morningstar Research Services senior manager research analyst, discusses BlackRock’s iShares target-date ETFs and how they compare to their mutual fund siblings.
Amazon Impressed in Q3
Google Ad Rebound Lifts Alphabet
Visa Benefits from Travel Bounce Back
BlackRock’s Bring Back Target-Date ETFs
Changes to the ETF Space
What is BlackRock Offering?
ETFs vs. Mutual Funds
Can BlackRock’s Targeted ETFs Be a Part of 401(k)s?
Is BlackRock Successful?
Fed Focused on Higher for Longer, But Rate Cut Talk Likely Coming
Read about topics from this episode.
Amazon Earnings: E-Commerce Improves, AWS Stabilizes, and Margins Surge https://www.morningstar.com/articles/1187599/amazon-earnings-e-commerce-improves-aws-stabilizes-and-margins-surge
Alphabet Earnings: Google Search and YouTube Are Strengthening, and Cloud Is Likely to Accelerate https://www.morningstar.com/articles/1186708/alphabet-earnings-google-search-and-youtube-are-strengthening-and-cloud-is-likely-to-accelerate
Visa Earnings: Quarter Largely Maintains Recent Trends https://www.morningstar.com/articles/1186842/visa-earnings-quarter-largely-maintains-recent-trends
A New Era for Retirement Savings https://www.morningstar.com/funds/new-era-retirement-savings
Fed Meeting: Rates Held Steady, But Options Open for One More Hike https://www.morningstar.com/economy/fed-meeting-rates-held-steady-options-open-one-more-hike
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ https://youtu.be/gt9PTjD4RLE?si=jUqZZhqJ6BT1MhTX
TikTok: Risky Tax Advice and Supersize Valuations https://youtu.be/nkufuIPIW8M?si=6avg_v6D7zLDRGaA
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia
UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Megan Pacholok https://www.morningstar.com/authors/2320/megan-pacholok
Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell
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5 Scary Stocks for You to Avoid This Halloween
2023/10/27
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In today’s episode, Morningstar Research Services’ equities strategist Eric Compton talks about the U.S. banking sector after earnings, and we talk to Dave Sekera, the chief U.S. market strategist for Morningstar Research Services, about scary stocks.
Tesla’s Q3 Took a Hit
Netflix’s Strong Subscriber Growth
United Airlines Predicts Airline Industry Changes
5 Scary Stocks
What Makes These Stocks So Scary?
What If You Own Scary Stocks The Year of Tech
Supply Chain and XPO Stock
Advertising and Content Tech
Education Sector in China
The Most Overvalued Stock
How Often Investors Should Check on Stocks in Their Portfolios
What’s Going on in the Banking Sector?
Big and Regional Banks Q3 Earnings
What is Net Interest Income?
Regulatory Risk and Interest Rate Risk
Bank Stock Picks
Read about topics from this episode.
Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially Scheduled
Netflix Earnings: Stellar Results Show Durable Strengths but Also Some Tailwinds That Should Subside
United Airlines Earnings: Cost Growth Portends Industry Drama as CEO Predicts a Shakeout
2 Big Tech Stocks to Buy
Q4 Stock Market Outlook: Equities Undervalued After Retreat
What Rising Bond Yields Mean for Q3 Bank Earnings
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
TikTok: Risky Tax Advice and Supersize Valuations
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
Read what our team is writing:
Ruth Saldanha
David Sekera
Ivanna Hampton
Eric Compton
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Navigating Medicare Open Enrollment for 2024
2023/10/20
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Mark Miller, “Retirement Reboot” author, explains the differences between traditional Medicare and Medicare Advantage, and why timing is important when signing up for Medigap.
Ryan Jackson, Morningstar Research Services manager research analyst, discusses how most actively managed funds outperformed their average passive peer over a 12-month period.
itigroup Q3 Earnings Crushed Estimates
Strong Travel Demand Lifted Delta’s Q3 Earnings
Social Security and Medicare in 2024
The New Social Security COLA
2024 COLA and Retiree’s Budgets
Traditional Medicare vs. Medicare Advantage
Will Medicare Prescription Drug Prices Fall?
Actively-Managed Funds vs. Passive Index Funds
What Drove the Active Fund Rebound?
Active Fund Managers’ Outperformance
How to Choose a Winning Active Fund
Read about topics from this episode.
Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024
Delta Earnings: Higher Structural Costs Will Lead to New Equilibrium; Fair Value Down $1 to $40
I’m 65 and Still Working. Should I Enroll in Medicare?
Should You Delay Taking Social Security Benefits?
Social Security for Beginners, Part I
2024 Medicare Parts A & B Premiums and Deductibles
Actively Managed Funds Surprise in Market Rebound
Large-Growth Active Fund Managers Have Faced an Uphill Battle
When It Comes to Passive Bond ETFs, the Devil Is in the Details
What to watch from Morningstar.
Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
TikTok: Risky Tax Advice and Supersize Valuations
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
Read what our team is writing:
Ivanna Hampton
Ryan Jackson
Mark Miller
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Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’
2023/10/13
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Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, discusses how investors and financial advisors are pushing down mutual fund and ETF fees.
Fund Fees History
Fund Flow Trends
Falling Fund Fees
What is Happening with Retirement Accounts?
Is There a Shift in the Financial Advice Industry?
Why Investors May Not See Savings
What is a ‘Greenium’?
Vanguard Wins Cheapest Average Fund Fees
How Low Can Fund Fees Go?
Two Fund Picks
Read about topics from this episode.
Morningstar's U.S. Fund Fee Study
Can Vanguard Still Compete on Fees?
The Link Between Flows and Fund Ratings
When Should You Own the Underlying Components Rather Than a Fund-of-Funds?
What to watch from Morningstar.
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
UAW Strike Raises Investor Risks
3 of the Best Robo-Advisors, and One of the Worst
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
Read what our team is writing:
Ivanna Hampton
Bryan Armour
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TikTok: Risky Tax Advice and Supersize Valuations
2023/10/06
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Tax expert Ed Slott explains why following some tax advice on TikTok could lead to an IRS audit. Jack Shannon, Morningstar Research Services’ senior manager research analyst, pits the valuation of privately held ByteDance against publicly traded rivals Meta and Snap.
How are Companies like ByteDance Valued?
Why Valuations Matter
ByteDance and Tech’s 2023 Rally
TikTok, Meta, and Snap
TikTok’s Business Risks
The “Unicorn of all Unicorns”
IRS Releases Memo About TikTok Trend
Audit Warning
What the TikTok Trust Promoters Are Getting Wrong
How to Protect Yourself
Read about topics from this episode.
How Mutual Funds Are Valuing TikTok, Twitter, and Other Private Companies https://www.morningstar.com/funds/how-mutual-funds-are-valuing-tiktok-twitter-other-private-companies
The Best and Worst Mutual Fund Bets of the Past 25 Years https://www.morningstar.com/funds/best-worst-mutual-fund-bets-past-25-years
IRS Chief Council Memo https://www.irs.gov/pub/lanoa/am-2023-006-508v.pdf
What to watch from Morningstar.
Payment Pause Ends: Student Loan Expert Shares Repayment Tips
https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia
UAW Strike Raises Investor Risks https://youtu.be/D-fkLxPeVVI?si=HxF5jUQPju2AJmDt
3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Jack Shannon https://www.morningstar.com/authors/2372/jack-shannon
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Payment Pause Ends: Student Loan Expert Shares Repayment Tips
2023/09/29
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Betsy Mayotte, founder of The Institute of Student Loan Advisors, explains the benefits of federal student loan repayment plans, and the loophole that makes Parent Plus loans eligible for the SAVE plan.
New-Home Sales Have Remained Resilient
FedEx Missed Morningstar’s Expectations
Microsoft’s Activision Blizzard Buyout
Student Loan Repayments and “The Institute of Student Loan Advisors”
How To Prepare for Student Loan Payments
Younger Borrowers vs. Older Borrowers
Shifting Student Debt
Risks of Defaulting on Federal Student Loan Debt in Retirement
The SAVE Repayment Plan
What Rising Bond Yields Mean for Investors
Read about topics from this episode.
Incentives and Speculative Building Have Boosted New-Home Sales; We Now See More Starts in 2023
FedEx Earnings: Global Package Demand Still Sluggish, but Ground Margins Impress
Activision Blizzard: Sale to Microsoft Will Likely Close in October
Student Loan Repayments Are Back. What Does That Mean for Your Financial Plan?
Information on Limited Forgiveness Opportunities and Repayment Restart
What to watch from Morningstar.
UAW Strike Raises Investor Risks
3 of the Best Robo-Advisors, and One of the Worst
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
Read what our team is writing:
Ivanna Hampton
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UAW Strike Raises Investor Risks
2023/09/22
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Also, why Morningstar thinks the Federal Reserve will cut interest rates earlier than projected.
Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, says the demands from the UAW strike could bankrupt the Big Three automakers.
Apple’s Innovation in Q3
Smucker’s is Growing Its Snacking Portfolio
Morningstar Expects More Deals from Disney
An Unprecedented UAW Strike
What are the UAW Strike Counteroffers?
Advantages and Disadvantages of a Standup Strike
Would Meeting the Strike’s Demands Make the Big Three Automakers Less Competitive?
UAW Strike Risks to Investors
15:54 Ford and GM Stocks
17:21 We Expect Faster Pace of Interest-Rate Cuts Than the Fed
Read about topics from this episode.
Disney and Charter: A New Carriage Agreement Points to Improved Content Strategies https://www.morningstar.com/articles/1180340/disney-and-charter-a-new-carriage-agreement-points-to-improved-content-strategies
Qualcomm: Supply Agreement With Apple Doesn’t Alter Our Long-Term Valuation https://www.morningstar.com/articles/1180169/qualcomm-supply-agreement-with-apple-doesnt-alter-our-long-term-valuation
Smucker: Price Paid for Hostess Looks Fair, but Past Execution Mistakes Worry Investors
https://www.morningstar.com/articles/1180281/smucker-price-paid-for-hostess-looks-fair-but-past-execution-mistakes-worry-investors
What the First-Ever UAW Strike at All 3 Detroit Automakers Could Mean https://www.morningstar.com/stocks/what-first-ever-uaw-strike-all-three-detroit-automakers-could-mean
When Will the Fed Start Cutting Interest Rates? https://www.morningstar.com/markets/when-will-fed-start-cutting-interest-rates
What to watch from Morningstar.
3 of the Best Robo-Advisors, and One of the Worst https://youtu.be/BSoSdJdUFKU?si=4K7BciRIHIq7Run9
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis https://youtu.be/fME1Oyit2CY?si=XbvRY1fz-etDjn4o
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal https://youtu.be/yqmEo6PN7V0?si=hpAqff9EiQ2EEI2-
Economy Outshines ‘Uneventful Earnings' https://youtu.be/SCR-epYX0ts?si=MQWffECd7EFSGj1l
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Preston Caldwell https://www.morningstar.com/authors/2047/preston-caldwell
David Whiston https://www.morningstar.com/authors/766/david-whiston
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3 of the Best Robo-Advisors, and One of the Worst
2023/09/15
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Morningstar Research Services’ Amy Arnott, portfolio strategist, and Gabe Denis, senior manager research analyst, discuss how the lines are blurring between robo-advisors and traditional financial advisors.
Timestamps:
What's a Robo-Advisor?
Investor Benefits From Robo-Advisors
Did 2022 Stand Up Against 2023?
Tax Loss Harvesting
Limitations of Digital Investment Advice
Robo-Advice vs. Human Advice
Robo-Advisor Fees
The Best Robo-Advisors Advisors of 2023
Schwab Intelligent Portfolios
Fidelity Go
Vanguard Robo-Advisor
The Worst Robo-Advisor
Read about topics from this episode.
The Best Robo-Advisors of 2023
What Is a Robo-Advisor?
Should You Be Using a Robo-Advisor?
Are Robo-Advisors Worth Your Investment?
What to watch from Morningstar.
Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
“Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
Economy Outshines ‘Uneventful Earnings'
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Read what our team is writing:
Ivanna Hampton
Amy C. Arnott
Gabriel Denis
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Stocks to Consider as the U.S. Pushes to Reclassify Cannabis
2023/09/08
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In today’s episode, Morningstar Inc’s investment specialist Susan Dziubinski highlights three dividend stocks, while Kristoffer Inton, consumer equity strategist at Morningstar Research Services, talks all the latest developments in the cannabis space.
Salesforce Soared Among the Clouds
United Auto Workers Vote to Approve a Strike
Best Buy’s Better Q2
Cannabis Stocks Slow Growth
HHS Recommends Rescheduling Cannabis
Canadian Cannabis Companies
Cannabis Stocks Look Cheap
Cannabis Stock Outlook
Read about topics from this episode.
Salesforce Earnings: Strong Margins, Share Buybacks, CRPO Growth Drive Good Quarter
UAW Strike Likely at Stellantis, and Striking All the Detroit Three at Once Is Possible
Best Buy Earnings: Solid Quarter Overshadowed by Weak Industry Environment; Shares Remain Cheap
Cannabis Shares Rally On Recommendation for Less Stringent Prohibition
What to watch from Morningstar.
Economy Outshines ‘Uneventful Earnings'
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
Read what our team is writing:
Ruth Saldanha
Kristoffer Inton
Susan Dziubinski
Dave Sekera
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From “Ripped Off” to a “Better Deal” – How Investors Fared Since the Market-Timing Scandal
2023/09/01
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In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, talks about the 2003 mutual fund scandal that resulted in allegations of market-timing and late trading. He also discusses increased transparency and lessons for investors.
Timestamps:
00:44 Will Investors Try Birkenstock on For Size?
02:04 NVIDIA’s Sky-High Performance
03:32 Mutual Fund Scandal’s 20th Anniversary
22:19 5 Stocks to Sell Before Labor Day
Read about topics from this episode.
Birkenstock IPO: Will Investors Find the Price Uncomfortable?
After Nvidia Stock’s Huge Rally, 6 Key Things to Watch in Q2 Earnings
After Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued?
The 5 Biggest Mutual Fund Rating Upgrades of 2023
3 High-Dividend Stocks to Avoid
5 Stocks To Buy as Q2 Earnings Season Wraps Up
What to watch from Morningstar.
Economy Outshines ‘Uneventful Earnings'
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
Read what our team is writing:
Ivanna Hampton
Russel Kinnel
David Sekera
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Economy Outshines ‘Uneventful Earnings’
2023/08/25
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Episode notes: In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor, talks about the strong economy and where investors can find some opportunities.
Timestamps:
Earnings Season Trends
Apple and Amazon Earnings
What Did We See from the Banks in Q2?
Key Trends and the U.S. Economy
Will There Be a Recession?
Inflation Trends
Fed and Interest Rates Outlook
Stock Market Outlook
Near-Term Stock Outlook
What Headwinds Could the Stock Market Face?
Takeaways forrom 2023
Read about topics from this episode.
July Jobs Report Suggests Economy on Track for ‘Immaculate Disinflation’
Markets Brief: Is the Stock Rally Broadening?
July CPI Report Cements Improved Inflation Picture
5 Stocks To Buy as Q2 Earnings Season Wraps Up
The Stock Market Is Now Fairly Valued. Here’s What to Do Next.
Subscribe to Smart Investor ! [IH1]
What to watch from Morningstar.
Microsoft Bets Big on AI: What Investors Should Know, Part Two
Microsoft Bets Big on AI: What Investors Should Know, Part One
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Read what our team is writing:
Ivanna Hampton
Tom Lauricella
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Facebook: https://www.facebook.com/MorningstarInc/
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@Jessica Bebel Nice touch! Thanks for including. [IH1]
Microsoft Bets Big on AI: What Investors Should Know, Part Two
2023/08/17
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In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.
Timestamps:
Big Tech and AI
What Gives the More Established Companies an Edge?
Small Companies and AI
What’s Next for Microsoft and AI?
How to Integrate AI
Will People Have to Pay to Interact With for Artificial Intelligence?
AI Hype vs. AI Reality
Will Google Be Next to Lead the AI Race? The Chase in the AI Race
Microsoft Stock Outlook
Read about topics from this episode.
After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?
Microsoft and AI: Believe the Hype?
Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024
Before Investing in AI Stocks, Consider This
Microsoft Stock vs. Alphabet Stock: Which Is a Better Buy?
What to watch from Morningstar.
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Read what our team is writing:
Ivanna Hampton
Dan Romanoff
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Facebook: https://www.facebook.com/MorningstarInc/
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Microsoft Bets Big on AI: What Investors Should Know, Part One
2023/08/10
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: In this two-part episode, Dan Romanoff, a senior equity analyst for Morningstar Research Services, talks about Microsoft’s AI advantage and its closest competition.
Timestamps:
OpenAI’s Origin Story
OpenAI Dropped ChatGPT-4
Microsoft and Open AI Partnership
What is AI’s Market Size?
NVIDIA’s Role in Microsoft's AI
Read about topics from this episode.
After Earnings, Is Microsoft Stock a Buy, a Sell, or Fairly Valued?
Microsoft and AI: Believe the Hype?
Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024
Before Investing in AI Stocks, Consider This
What to watch from Morningstar.
Interest-Rate Forecast: What’s Next?
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Read what our team is writing:
Ivanna Hampton
Dan Romanoff
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Interest-Rate Forecast: What’s Next?
2023/08/04
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In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, explains why he thinks the Federal Reserve is done raising interest rates and when he expects the cuts to start.
Meta’s “App-y” Family
Microsoft’s Strong Q4
Barbie Boost Could Fall
Interest Rates Outlook
Will There Be Future Interest Rate Hikes?
Inflation Is Falling
The Economy is Strong
How Long Will Economic Growth Last?
When Will the Fed Start Cutting Interest Rates?
Retiring Earlier Than Expected? How to Manage Your Finances
Read about topics from this episode.
After Earnings, Is Meta Stock a Buy, a Sell, or Fairly Valued?
Microsoft Earnings: Solid Performance, With Azure Strength Offset by Margin Pressure in 2024
When Will the Fed Start Cutting Interest Rates?
Fed’s Powell Talks Tough After Rate Hike, But a Pause Seen Likely From Here
4 Financial Tasks You Shouldn’t Put Off
What to watch from Morningstar.
What To Do With Your Cash Right Now
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
Christine Benz
Susan Dziubinski
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What To Do With Your Cash Right Now
2023/07/28
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In today’s episode, Madeline Hume, a NEXT senior research analyst for Morningstar Research Services, talks about how high cash rates will affect bonds.
Netflix Surpassed Expectations
United Airlines Q2 Results Soared
PNC Projected Slower Growth
Inflation, Cash, and Bonds
Bond Outlook 2023
Why Should Investors Consider Bonds?
Opportunity Costs of Holding Money in Bond Funds
Income In Investor’s Portfolio
5 Surprising Investments That Shouldn’t Be Long-Term Core Holdings
Read about topics from this episode.
Netflix Earnings: Solid Results as Paid Sharing Boosts Subscriber Growth
United Airlines Earnings: Robust Q2, but Costs Rising on Upgrades and New Labor Agreements
PNC Earnings: Funding Pressure Remains, but Smaller Changes to Outlook\
Is It Time to Break Up With the Bonds in Your Portfolio?
What Role Should Cash Play in Your Portfolio?
What to watch from Morningstar.
Nasdaq 100 Rebalance: What It Means for Your Portfolio
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Read what our team is writing:
Ruth Saldanha
Madeline Hume
Christine Benz
Amy C. Arnott
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Ruth Saldanha on Twitter: @karishmaruth
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Nasdaq 100 Rebalance: What It Means for Your Portfolio
2023/07/21
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In today’s episode, Ryan Jackson, a manager research analyst for Morningstar Research Services, talks about how the Nasdaq 100 rebalancing will affect Invesco QQQ Trust and other funds tracking the growth-focused index.
Timestamps
JPMorgan Starts Strong in Q3
Threads Breaks Records, but Will It Produce Profits?
Uber and Dominos Deliver a New Deal
The Nasdaq 100 Needs Changing
What is the Nasdaq 100?
The ‘Magnificent Seven’
The Nasdaq’s Special Rebalance
Which Companies Will Gain from the Rebalance?
How Will the Nasdaq’s Rebalance Affect ETFs?
Money Market Funds vs. CDs: How To Choose
Read about topics from this episode.
JPMorgan Earnings: Revenue Outlook Increased Again as Higher Rates Boost Net Interest Income
Meta Platforms: An Impressive Start for Threads, but Questions Remain
Uber: Strong Network Effect Has Brought Domino’s Onboard
What the Nasdaq 100 Rebalance Means for ETF and Index Fund Investors
7 Charts on U.S. Fund Flows in the First Half of 2023
ETFs Close Mild First Half with an Exclamation Point
Choosing a Better Index ETF
What to watch from Morningstar.
Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
Firing Your Financial Advisor? When To Stay, When To Go
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Read what our team is writing:
Ivanna Hampton
Ryan Jackson
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Ivanna Hampton on Twitter: @IvannaHampton
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Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)
2023/07/14
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In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money.
How Many People in the U.S. Work with Financial Advisors?
Financial Need and Financial Advisors
Most Common Reasons for Hiring a Financial Advisor
Behavioral Coaching
What If It’s Not a Match?
What Should You Ask Yourself Before Hiring an Advisor?
Read about topics from this episode.
Firing Your Financial Advisor? When To Stay, When To Go
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility
More Investing Tools Won’t Solve All Your Problems
What to watch from Morningstar.
Firing Your Financial Advisor? When To Stay, When To Go
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Read what our team is writing:
Ivanna Hampton
Danielle Labotka
Samantha Lamas
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Ivanna Hampton on Twitter: @IvannaHampton
Samantha Lamas on Twitter: @SamanthaLamas4
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Firing Your Financial Advisor? When To Stay, When To Go
2023/07/07
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In today’s episode, Morningstar Inc’s Sam Lamas, senior behavioral researcher, and Dr. Danielle Labotka, behavioral scientist, discuss the importance of setting expectations on both sides.
Why Do Investors Stop Working with Financial Advisors?
6 Most Common Reasons to Fire an Advisor
What Are Investors Actually Looking For?
Quality, Cost, and Performance Factor
Money Conversations with Your Advisor
How To Repair Your Relationship with Your Financial Advisor
Who Is Most Likely to Breaking Up with an Their Advisor?
Read about topics from this episode.
Why Do Investors ‘Break Up’ With Their Financial Advisor?
Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility
More Investing Tools Won’t Solve All Your Problems
Even Advisors Aren’t Immune to Overconfidence Bias
What to watch from Morningstar.
Spot Hidden Crypto Stocks and Funds in Your Portfolio
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Gain From the Weight-Loss Trend With These Stocks
Read what our team is writing:
Ivanna Hampton
Danielle Labotka
Samantha Lamas
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Samantha Lamas on Twitter: @SamanthaLamas4
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Spot Hidden Crypto Stocks and Funds in Your Portfolio
2023/06/30
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In today’s episode, Manan Agarwal, quantitative analyst for Morningstar Research Services, explains why cryptocurrencies aren’t hedges against stocks or inflation.
What Makes Digital Assets Different from Traditional Assets?
Unintended Cryptocurrency Exposures
Companies With Crypto Exposure
Bitcoin’s Extreme Volatility
How Do Funds Invest in Cryptocurrency?
Bank Collapse Ripple Effects
Bitcoin and Altcoins During Bull and Bear Markets
Is Crypto a Hedge Against Stocks and Inflation?
How Do Investors Uncover Hidden Crypto Exposure?
Where Should Investors Invest?
Read about topics from this episode.
The Crypto ETP Market in 6 Charts
Uncovering the Hidden Crypto Exposures in Your Investment Portfolio
Are Crypto ETFs Coming?
What High Inflation Means for Your Portfolio
What to watch from Morningstar.
Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
Turning a ‘Hard No’ Into Financial Freedom
Gain From the Weight-Loss Trend With These Stocks
Double Trouble: How the Dot-Com and Tech Bubbles Compare
Read what our team is writing:
Ivanna Hampton
Manan Agarwal
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Ivanna Hampton on Twitter: @IvannaHampton
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Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation
2023/06/23
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In today’s episode, Tom Lauricella, Morningstar Inc’s chief markets editor and Smart Investor newsletter editor, talks about the hype versus reality in the AI boom and the optimism about a soft landing.
Timestamps
00:00 Introduction
00:31 The Fed Holds Rates Steady
01:39 Bank Failures
02:31 Jerome Powell’s Thoughts On Inflation
03:26 Outlook For Interest Rate Cuts
04:25 Are We in a Bull Market?
05:20 Concentrated Stock Markets
07:08 AI and the Stock Market Rally
08:13 Look Under the AI Hood
09:04 Bonds in 2023
10:24 Bond Investors Looking for High Yields
11:35 Market Takeaways for 2023
Read about topics from this episode.
May CPI Report Suggests Inflation Is Turning a Corner https://www.morningstar.com/markets/may-cpi-report-suggests-inflation-is-turning-corner
Strong May Jobs Report Shows Any Recession is Still Out on the Horizon https://www.morningstar.com/markets/strong-may-jobs-report-shows-any-recession-is-still-out-horizon
Fed Meeting Preview: Will Powell Unveil a Rate-Hike Pause or a ‘Skip’? https://www.morningstar.com/markets/fed-meeting-preview-will-powell-unveil-rate-hike-pause-or-skip
U.S. Stock Market Outlook: June 2023 https://www.morningstar.com/markets/us-stock-market-outlook-june-2023
5 Charts On the Super Concentrated Stock Market https://www.morningstar.com/markets/5-charts-about-super-concentrated-stock-market
What Is Bitcoin Worth? https://www.morningstar.com/alternative-investments/what-is-bitcoin-worth
BlackRock’s Rieder: Grab High Yields on Super-Safe Bonds While You Can https://www.morningstar.com/markets/blackrocks-rieder-grab-high-yields-super-safe-bonds-while-you-can
Regulatory Limbo Likely for Coinbase as SEC Brings Charges https://www.morningstar.com/stocks/sec-brings-charges-against-coinbase
What to watch from Morningstar.
Gain From the Weight-Loss Trend With These Stocks https://youtu.be/MwxQTNZ2L5w
Double Trouble: How the Dot-Com and Tech Bubbles Compare https://youtu.be/4_mP4nftQss
What to Do as Recession Fears Grip Investors https://youtu.be/F-hCrdpxWKI
Just Where’s the U.S. Economy Headed? https://youtu.be/IiZGjhUcPoE
Read what our team is writing:
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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Turning a ‘Hard No’ Into Financial Freedom
2023/06/16
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In today’s episode, Kiersten and Julien Saunders, rich & REGULAR podcast hosts and authors of “Cashing Out,” discuss how they made FIRE work for their lifestyle, the weight of building generational wealth, and why “elevating the everyday” is important.
rich & REGULAR hosts at the Morningstar Investment Conference
Are You Comfortable Talking About Money?
Joining the FIRE Movement
Building Generational Wealth
The Racial Wealth Gap
How to Turn a Side Hustle into Extra Wealth
"Are We…an Aldi Family Now?”
Money Conversations and Pursuing Financial Freedom
Read about topics from this episode.
How to Have More Productive Conversations About Money
Can You Retire Soon?
How to Find Funds That Address Systemic Racism and the Wealth Gap
11 Charts Examining the Racial Wealth Gap
How to Achieve Black Generational Wealth
What to watch from Morningstar.
Gain From the Weight-Loss Trend With These Stocks
Double Trouble: How the Dot-Com and Tech Bubbles Compare
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Read what our team is writing:
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
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Gain From the Weight-Loss Trend With These Stocks
2023/06/09
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Everyone’s been talking about the drug semaglutide, used to treat Type 2 diabetes. It’s marketed under the brand names Ozempic, Wegovy, and now, Mounjaro. Are any of the drugmakers a buy?
Salesforce’s Successful Quarter
HP is Having Problems
Macy’s Misses the Mark
Diabetes Drugs Take Over
Biotech Frontrunners
Why is Pfizer Underperforming?
Semaglutide Risks
Biotech Stock Picks
What Higher Yields Mean for Retired ‘Bucket’ Investors
Read about topics from this episode.
Salesforce Earnings: Margins Shine As New Signs of Pressure Remove Some Luster
HP Earnings: Sales Remain Soft, Although Improvement Is on the Horizon; Shares Fairly Valued
Macy’s Earnings: Lowered Outlook on Waning Spending Overshadows Positives; Shares Undervalued
Novo Nordisk and Eli Lilly Lead Potential $60 Billion Obesity Drug Market; Valuations Look Rich
Obesity Drug Stocks: Time to Buy?
What to watch from Morningstar.
Double Trouble: How the Dot-Com and Tech Bubbles Compare
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Read what our team is writing:
Ruth Saldanha
Karen Andersen
Susan Dziubinski
Christine Benz
Follow us on social media.
Ruth Saldanha on Twitter: @karishmaruth
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LinkedIn: https://www.linkedin.com/company/5161/
Double Trouble: How the Dot-Com and Tech Bubbles Compare
2023/06/02
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In today’s episode, Jack Shannon, equities strategies senior analyst for Morningstar Research Services, talks about why active fund managers seemed to repeat the same mistakes.
Why did you decide to analyze these two investing periods? Examples of the market chasing companies pursuing growth at any cost What do you think drove active fund managers to snap up growth stocks as valuations skyrocketed? How can individual investors spot a bubble? Tech Bubble damage What surprised you when you compared the Dot-Com and Tech Bubbles? How did the interest rate environments play a role?
Read about topics from this episode.
For Growth Managers, History Repeats Itself
Want to Invest Successfully? Quit Trying to Make Sense of It
What to watch from Morningstar.
What to Do as Recession Fears Grip Investors
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Read what our team is writing:
Ivanna Hampton
Jack Shannon
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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What to Do as Recession Fears Grip Investors
2023/05/26
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In today’s episode, Mark Miller, a Morningstar contributor, and author of “Retirement Reboot,” discusses the debate over whether HSAs are the right path to expand affordable healthcare.
Home Depot Gets Hit
Investors Should Wait on Target
Walmart Wows in Economic Environment
Shopping for a 529 Plan?
HSA Boost in 2024
New HSA Contributions
HSAs May Work Best as Tax Shelters
Using HSAs in New Ways
Paths to Healthcare Coverage
How To Recession-Proof Your Portfolio
Read about topics from this episode.
Walmart Earnings: Solid Sales as Chain Benefits from Consumers’ Focus on Value
Target Earnings: Theft, Mix Weigh on Earnings, but Distribution Improvements Should Help in Long Term
Home Depot Earnings: Tough Macro Environment Weighs on Sales Momentum
529 Tax Benefits: How Does Your State Stack Up?
HSAs May Work Best as Tax Shelters
What’s the Best-Performing Asset Type During a Recession?
What to watch from Morningstar.
Just Where’s the U.S. Economy Headed?
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Read what our team is writing:
Ivanna Hampton
Mark Miller
Christine Benz
Susan Dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Just Where’s the U.S. Economy Headed?
2023/05/19
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In today’s episode, Preston Caldwell, senior U.S. economist for Morningstar Research Services, discusses the U.S. debt ceiling, banking sector crisis, and strong jobs market.
Introduction
Disney’s Disappointing Fiscal Q2
PayPal Strong Start to 2023
Shopify’s Stellar Quarter
Talk about where it looks like inflation is headed. -
What are your thoughts on whether we're headed toward an 11th interest rate hike or a pause?
What's happening in the jobs market?
What is the debt ceiling and how does it work?
Are there any other areas that people should be looking out for if debt default were to happen?
What kind of fallout will recent bank failures have on the economy?
3 Inflation-Fighting ETFs
Read about topics from this episode.
Disney Earnings: Smaller Streaming Losses Are Nice, but Subscriber Growth Needs Reinvigorating
PayPal Earnings: Growth Picks Up, Strong Margin Improvement
Shopify Earnings: Strong Results as Revenue and Profitability Top Expectations
Fed’s Powell Hints at—but Doesn’t Commit to—a Pause After the Latest Rate Hike
When Will the Fed Start Cutting Interest Rates?
What Will the Upcoming GDP Report Show About the U.S. Economy?
What to watch from Morningstar.
Active ETFs Take Off –– 3 Ideas for Investors
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Read what our team is writing:
Ivanna Hampton
Preston Caldwell
Daniel Sotiroff
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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LinkedIn: https://www.linkedin.com/company/5161/
Active ETFs Take Off –– 3 Ideas for Investors
2023/05/12
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In today’s episode, Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, discusses what costs can tell investors about a fund’s success.
Introduction Apple outperforms in iPhone and services SoFi Technolgies benefit from more deposits and rising interest rates Ford's first-quarter earnings beat estimates Coinbase’s losses narrow The Active ETF boom & 3 investment ideas Best Practices for Tax-Efficient Portfolio Management
Read about topics from this episode.
Apple Earnings: Hardware Headwinds Look Ominous; Stock Overvalued Versus $150 Fair Value Estimate
SoFi Earnings: Deposit Growth Drives Net Interest Income Higher, but Growth Slows Sequentially
Ford Earnings: Strong Year-Over-Year Improvement and a Cash-Rich Balance Sheet Are Good to See
Reducing Fair Value Estimate for Coinbase
The New Frontier of Active Investing
Michael Kitces: How Higher Yields Affect Asset Allocation and Retirement Planning
What to watch from Morningstar.
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Read what our team is writing:
Ivanna Hampton
Bryan Armour
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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LinkedIn: https://www.linkedin.com/company/5161/
Berkshire Hathaway: 4 Questions and 5 Cheap Stocks
2023/05/05
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In today’s episode, Gregg Warren, a senior stock analyst for Morningstar Research Services, talks about Berkshire’s excess cash and whether the firm’s class B stock is a buy.
Timestamps:
Facebook and Instagram parent Meta has reported first-quarter growth.
Microsoft reported a strong fiscal third quarter
E-commerce and advertising growth drove Amazon's first-quarter results.
Southwest Airlines’ first quarter results arrived as expected.
Berkshire Hathaways' annual meetings
What are you listening for at this weekend's meeting?
Charlie Munger issued a warning about commercial property loans
Do you see Munger and Buffett doing something during this banking crisis?
What has Warren Buffet done during past recessions and what can investors learn from him?
Berkshire Hathaway stocks offer two types, Class A and Class B. What are the similarities and what are the differences?
What are a few stocks in Berkshire's portfolio that Morningstar considers undervalued?
4 Great Dividend Funds
Read about topics from this episode.
Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains Intact
Microsoft Earnings: All-Around Strength, Including Azure, Demonstrates Resiliency
Amazon Earnings: E-Commerce and Advertising Drive Good Quarter While AWS Decelerates Further
Southwest Airlines Earnings: Pivots Some Capacity and Takes Unit Cost Hit, Most of It Is Temporary
Is Berkshire Hathaway Stock a Buy Today?
10 Questions for Berkshire Hathaway’s 2023 Annual Meeting
What to watch from Morningstar.
Morningstar Investment Conference: Recession Risks and the Markets
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
Read what our team is writing:
Ivanna Hampton
Greggory Warren
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Morningstar Investment Conference: Recession Risks and the Markets
2023/04/28
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In today’s episode, Russ Kinnel, director of manager research for Morningstar Research Services, and Tom Lauricella, chief markets editor for Morningstar Inc., discuss several conference themes, including the banking crisis, bonds, and growth stocks.
What was the overall sentiment about the markets and risks of a recession?
Highlights from PIMCO’s Dan Ivascyn’s viewpoint on bonds
Growth stocks outlook
Insights from Schwab’s Liz Ann Sonders on global challenges’ impacting markets
Takeaways from Former U.S. Treasury Secretary Larry Summers on banking crisis, soft landing, and debt ceiling debate
International stocks outlook
Highlights from NYU finance professor Aswath Damodaran on ESG and calls for improvement
Lessons from dot-com bubble and financial crisis that could apply today
What themes emerged from the conference?
What surprised you at the conference this year?
Read about topics from this episode.
When Will the Fed Start Cutting Interest Rates?
Climate Tech Opportunities Attract Investors
Should You Be Worried About the Health of Social Security?
Don’t Fight the Fed
Social Security Planning for Married Couples
What’s Ahead for Vanguard in 2023
7 Cheap EV Supply Chain Stocks
What’s Ahead for BlackRock in 2023
What to watch from Morningstar.
Planning to Retire Soon? Flexibility and Spending Count
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Read what our team is writing:
Ivanna Hampton
Tom Lauricella
Russel Kinnel
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Russel Kinnel on Twitter: @RussKinnel
Ivanna Hampton on Twitter: @IvannaHampton
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Planning to Retire Soon? Flexibility and Spending Count
2023/04/21
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In today’s episode, Leslie Norton, Morningstar Inc’s editorial director for sustainability, talks about Earth Day 2023 and sustainable investing.
JPMorgan Chase’s Profits Look Strong Delta’s Soaring Operating Costs Warner Bros. Releasing “Max” Investment in Climate Tech The Inflation Reduction Act and Greenhouse Gas Emissions Carbon Tech’s Record-Breaking Year Tough Market Climate for Climate Tech What Should Investors Know About Sustainable Investing and Earth Day? Earth Day 2023 coverage on Morningstar.com Can You Retire Soon?
Read about topics from this episode.
JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.
Warner Bros. Discovery’s Has In-Line End to 2022
Delta Earnings: Postpandemic Wanderlust and Pinched Capacity Offer a Rare Opportunity for Airlines
Earth Day 2023: 3 Food and Agriculture Stocks to Add to Your Shopping Basket
Earth Day 2023: Can’t Plant a Tree? These 2 Lumber Stocks Score High on Sustainability
Earth Day 2023: 6 Top-Rated Funds From Sustainable-Investing Pioneers
Earth Day 2023: What to Know About Carbon-Capture Technologies
How Worried Should New Retirees Be About Market Losses and High Inflation?
What’s a Safe Withdrawal Rate Today?
What to watch from Morningstar.
Where Can the Automotive Industry Go From Here?: Part Two
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Read what our team is writing:
Ivanna Hampton
Leslie Norton
Follow us on social media.
Leslie Norton on Twitter: @leslienortonnyc
Ivanna Hampton on Twitter: @IvannaHampton
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Where Can the Automotive Industry Go From Here?: Part Two
2023/04/14
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In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.
Reasons to be optimistic about U.S. auto demand How are automakers going to convince people to buy or lease a new car? Will the trend of new car loan terms stretching out continue? Why drivers are now favoring crossovers and SUVs over sedans Tesla vs. GM electric vehicles GM is calling itself an auto tech company Cheap Auto Stock Picks
Read about topics from this episode.
4 Auto Stocks to Buy in 2023
5 ESG Risks and 5 Bargains in Auto Stocks
Is Tesla Stock a Buy or Sell Right Now?
What to watch from Morningstar.
Where Can the Automotive Industry Go From Here?: Part One
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Where to Invest: Stocks or CDs?
Read what our team is writing:
David Whiston
Ivanna Hampton
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Ivanna Hampton on Twitter: @IvannaHampton
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Where Can the Automotive Industry Go From Here?: Part One
2023/04/07
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In this two-part episode, Dave Whiston, U.S. autos equity analyst for Morningstar Research Services, discusses the industry’s outlook and two cheap stocks.
00:11 Introduction
00:42 Themes in the auto industry for 2023
01:28 Where does auto inventory stand now?
03:21 Which automakers took the brunt of this inventory drop?
05:37 When are used car prices expected to come down?
09:06 Recommendations for car buyers
09:51 What’s the trickledown effect on leasing?
11:29 Could we see an auto bubble?
13:46 The auto industry recession
17:36 Where can the U.S. auto industry go from here?
Read about topics from this episode.
4 Auto Stocks to Buy in 2023
5 ESG Risks and 5 Bargains in Auto Stocks
How to Navigate a Recession
What to watch from Morningstar.
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Read what our team is writing:
David Whiston
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
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How Do Vanguard’s Target-Date Funds Stack Up?
2023/03/31
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In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.
00:06 Introduction
00:35 Cash App owner pushes back against fraud claims
01:57 T. Rowe Price faces headwinds
02:56 Vanguard Dividend Growth’s manager to step down
04:05 Investing in the battery electric vehicle supply chain
08:00 Has Vanguard’s target-date fund series lost its edge?
Read about topics from this episode.
Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud
T. Rowe Price Continues to Face Headwinds Created by a Rising Interest Rate Environment
Vanguard Dividend Growth’s Longtime Manager to Step Down in 2024
What to watch from Morningstar.
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Why the Banking Crisis Is a Big Deal
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Read what our team is writing:
Megan Pacholok
Jason Kephart
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Jason Kephart on Twitter: @JasonKephart
Facebook: https://www.facebook.com/MorningstarInc/
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Why the Nasdaq 100 Isn’t a Particularly Good Investment
2023/03/24
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Most people think buying any one of the major U.S. indexes is a good bet, but we tell you why the Nasdaq 100 isn’t a particularly good investment, and you can gain some valuable insights into your financial and investment plans from your tax forms.
00:06 Introduction
00:25 T-Mobile Is Buying Mint Mobile
01:25 Uber, Lyft, and Door Dash Drivers Can Remain Independent Contractors
02:21 Potential TikTok Ban Could Benefit Rivals
03:18 Why the Nasdaq 100 Falls Short
10:06 What You Can Learn From Your Tax Return
Read about topics from this episode.
T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint
Uber, Lyft, and DoorDash Receive a Favorable California Appeals Court Ruling; No FVE Changes
Potential TikTok Ban in U.S. Would Benefit Google, Meta, and Snap
Why the Nasdaq Isn’t a Particularly Good Investment
What to watch from Morningstar.
Why the Banking Crisis Is a Big Deal
Where to Invest? Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Should You Fund Your 401(k) First or Your IRA?
Read what our team is writing:
Ryan Jackson
Christine Benz

Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Ryan Jackson on Twitter: @TheETFObserver
Christine Benz on Twitter: @Christine_Benz
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Why the Banking Crisis Is a Big Deal
2023/03/17
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In today’s episode, Travis Miller, an energy and utilities strategist for Morningstar Research Services, discusses the potential earnings growth for the utilities sector, and which stocks are undervalued.
00:06 Introduction
00:35 Pfizer to Acquire Cancer Drug Developer
01:44 Adidas Wheezes
02:51 Squarespace Subscriptions Are Solid, But Are They Enough?
04:10 What’s Ahead in the Utilities Sector?
05:08 The Inflation Reduction Act includes credits for energy-saving home improvements and electric vehicles. How are utilities preparing for the rise in electricity demand?
06:11 What kind of financial support will utilities need to carry out this plan?
07:46 Why should investors consider earnings growth, too?
08:44 Now, what are your expectations this year for dividends?
09:20 Now, if investors are looking to invest in utilities, where should they look?
10:40 Utilities sector stock picks
13:21 Don’t Ignore the Banking Crisis
Read about topics from this episode.
Utilities Suddenly a Growth Sector?
Why Investors Should Care About the Banking Scare
Pfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate Impact
Much Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand Holds
Squarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases
What to watch from Morningstar.
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Should You Fund Your 401(k) First or Your IRA?
With IRA Deadline Looming, Don’t Make These Mistakes
Read what our team is writing:
Travis Miller
Tom Lauricella
Damien Conover
David Swartz
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Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
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Where to Invest: Stocks or CDs?
2023/03/10
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In today’s episode, Allie McCallion and Charity Blue, members of Morningstar Inc’s sustainability team, discuss pay equity and three undervalued companies that are leading the charge.
Timestamps
00:00 Introduction
00:27 Broadcom rides AI wave
01:41 Costco shows resilience
02:15 Eli Lilly cuts insulin costs
03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day
04:29 Where do women's earnings in the U.S. stand compared to men?
05:30 What has research shown when companies practice pay equity?
06:16 What did your team look for when they reviewed pay equity practices among big U.S. companies?
07:06 3 Undervalued Stocks That Stress Equal Pay
11:35 Should You Buy Stocks or a 4% CD?
Read about topics from this episode.
Broadcom Riding AI Wave to Robust Networking Sales in 2023; Raising FVE to $640 Per Share
https://www.morningstar.com/stocks/xnas/avgo/quote
Costco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valued
https://www.morningstar.com/stocks/xnas/cost/quote
Eli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVE
https://www.morningstar.com/stocks/xnys/lly/quote
3 Stocks That Stress Equal Pay as We Observe International Women’s Day
https://www.morningstar.com/articles/1141925/3-stocks-that-stress-equal-pay-as-we-observe-international-womens-day
Read what our team is writing:
Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallion
Charity Blue https://www.morningstar.com/authors/2662/charity-blue
Christine Benz https://www.morningstar.com/authors/30/christine-benz
Susan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Is Berkshire Hathaway Stock a Buy After Rocky Results?
2023/03/03
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In today’s episode, Jakir Hossain, a data journalist for Morningstar Inc., talks about the AI-powered chatbot, ChatGPT, and where to look for AI investing opportunities.
Timestamps
00:06 Introduction
00:31 Berkshire Hathaway’s rocky results
01:24 Domino’s trims sales growth outlook
02:20 Intel cuts quarterly dividend
03:53 What ChatGPT is and how does it work?
04:39 What do Morningstar analysts say about how Google and Microsoft are planning to use chatbots?
06:17 Companies like Salesforce and Adobe, they're also using AI. Can you describe how they're doing it?
08:13 Artificial intelligence has been around for some time. What are some thoughts within Morningstar about this new phase of AI??
09:34 What do Morningstar analysts say about how to take advantage of AI technology right now?
13:14 How IRA Investors Can Avoid the 'Procrastination Penalty’
Read about topics from this episode.
Berkshire Hathaway Shows Solid Operating Results Offsetting Unrealized Losses From Investments
Intel’s Dividend Cut Frees Up Cash, but Execution Risk Remains Palpable
How to Invest in the Right AI Stocks
How IRA Investors Can Avoid the ‘Procrastination Penalty’
What to watch from Morningstar.
Should You Fund Your 401(k) First or Your IRA?
With IRA Deadline Looming, Don’t Make These Mistakes
Could Meta Make a Comeback?
How Secure Act. 2.0 Changes RMD Rules
Read what our team is writing:
Jakir Hossain
Christine Benz
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Jakir Hossain on Twitter: @JakirMHossain
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
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Should You Fund Your 401(k) First or Your IRA?
2023/02/24
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Later this year, Vanguard’s hybrid ETF/MF patent is expiring, and this is likely to affect the fund market. We’re positive on Kraft Heinz and Cisco but expect Roku to lose money for a second straight year in 2023. And finally, to save for retirement, most of us have multiple vehicles at our disposal, including IRAs and 401(k)s. The order in which we fund these accounts matters. Find out more in this week’s episode.
Timestamps
00:06 Introduction
00:36 Kraft Heinz shakes off pressure from inflation
01:27 Roku exceeds Q4 expectations
02:29 Cisco Systems’ core networking business leads the way
03:27 Vanguard’s Unique Mutual Fund/ETF Structure
04:04 In your opinion, what will be the likely impact of this patent expiring on the U.S. ETF space?
04:57 How does this hybrid structure work, and what are some of its benefits
06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure?
07:31 What does this hybrid structure mean for investors, especially from a tax point of view?
09:31 How to Make the Most of Your Retirement
Read about topics from this episode.
Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a Bargain
Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth
Is Cisco Stock a Buy Today?
Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure?
How to Make the Most of Your Retirement Accounts
What to watch from Morningstar.
With IRA Deadline Looming, Don’t Make These Mistakes
Could Meta Make a Comeback?
How Secure Act. 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Read what our team is writing:
Daniel Sotiroff
Susan Dziubinski
Christine Benz
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Daniel Sotiroff on Twitter: @DanielSotiroff
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/5161/
With IRA Deadline Looming, Don't Make These Mistakes
2023/02/17
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In today’s episode, Keith Reid-Cleveland, an editor at Morningstar Inc., discusses Morningstar’s research on the racial wealth gap and a proposal to help close it known as baby bonds.
Timestamps
00:06 Introduction
00:36 Disney CEO Bob Iger Plans to Cut Billions
01:49 Uber’s Total Revenue Soars
02:39 PayPal Faces Tough Environment
03:34 AbbVie’s Long-Term Outlook
04:36 America’s Racial Wealth Gap and How to Shrink It
04:59 What has research shown about wage disparities when households are compared?
05:49 How are savings rates affected?
06:29 What’s the impact on building a nest egg?
06:59 What are some thoughts on building financial security through homeownership?
08:00 How could baby bonds help close the racial wealth gap?
09:15 6 IRA Mistakes to Avoid
Read about topics from this episode.
Disney Reports Decent Earnings With Iger Already Reapplying His Stamp
Uber Reports Impressive Q4; Strong 2023 Growth Expected
PayPal Remains a Unique Player in Payments
AbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth
11 Charts Examining Racial Wealth Gap
What to watch from Morningstar.
Could Meta Make a Comeback?
How Secure Act 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Big Banks Bracing for a Recession
Read what our team is writing:
Keith Reid-Cleveland
Christine Benz
Susan Dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
Could Meta Make a Comeback?
2023/02/10
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In today’s episode, Bryan Armour, director of passive strategies research for North America at Morningstar Research Services, talks about how SPDR S&P 500 ETF Trust—or SPY—revolutionized investing.
00:06 Introduction
00:38 Meta’s earnings beat expectations
01:53 Amazon tightens its belt
03:05 Pfizer posts record revenue for 2022
03:59 McDonald’s strong customer traffic offsets margins
05:07 SPY ETF celebrates 30th anniversary
05:36 What is an ETF?
06:18 How did index funds’ popularity help ETFs?
07:31 How has the ETF market evolved to include active ETFs?
08:38 Where does the ETF market stand today?
09:49 What's made SPY in particular so successful since its debut?
12:23 What do you think the future holds for SPY?
13:45 SPY holds the title as the world's largest ETF, but it's not the world's first, right?
14:36 3 Dividend Stocks for February 2023
Read about topics from this episode.
Meta’s Q4 Earnings Beat Expectations; Growth Likely to Return in the Second Half
Amazon Q4 Sales Up, Earnings Drop on Lower Customer Spending
Pfizer Reports Solid Q4 Earnings But Offers Weaker Outlook
McDonald’s Margin Compression Sinks Shares After Q4 Results, but Long-Term Narrative Intact
How the World’s Largest ETFs Changed Financial Markets
3 Dividend Stocks for February 2023
What to watch from Morningstar.
How Secure Act 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Big Banks Bracing for a Recession
Create a New Financial Plan For the New Year: Part 2
Read what our team is writing.
Bryan Armour
David Harrell
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
David Harrell on Twitter: @davidharrell
Facebook: https://www.facebook.com/MorningstarInc/
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How Secure Act 2.0 Changes RMD Rules
2023/02/03
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In today’s episode, Dan Wasiolek, Morningstar Research Services’ senior equity analyst, discusses Morningstar’s travel outlook and cheap travel stocks.
00:06 Introduction
00:38 Long-term outlook on Microsoft
01:34 Tesla calls 2022 “best year ever”
02:40 Southwest takes $800M hit
03:31 Morningstar’s travel outlook and stock picks
10:02 New Rules for IRA Distributions
Read about topics from this episode.
Resilient Azure Helps Microsoft Drive Solid Results; Macro Drives Lower Outlook; FVE Cut to $310
Tesla Posts Solid Earnings, Reports Strong Orders to Start 2023
Southwest Reports Q4 Net Loss Due to December Operational Issue; We See Improving Margins Ahead
New Expense Management Survey From Center Reveals Uptick in Travel Spend Among SMEs Despite Inflation and Recession Concerns
Can the Travel Industry’s Recovery Continue?
3 Notable Changes in Secure Act 2.0 for Advisors
What to watch from Morningstar.
Should You Buy a House Right Now? https://youtu.be/8QBdK6pDAN4
Big Banks Bracing for a Recession https://youtu.be/Q3PSWIW73ME
Stock and Bond Markets’ Wild Ride in 2022 https://youtu.be/jbdn2aKt-2c
Create a New Financial Plan for the New Year: Park 2 https://youtu.be/uhulskyWqQE
Read what our team is writing.
Seth Goldstein
Dan Wasiolek
Christine Benz
Follow us on social media.
Christine Benz on Twitter: @Christine_Benz
Seth Goldstein on Twitter: @SethGMStar1
Facebook: https://www.facebook.com/MorningstarInc/
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Should You Buy a House Right Now?
2023/01/27
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Real Estate is a hot topic for investors everywhere, but is a home the best possible investment right now? Plus, we’ve raised the fair value estimates for both Apple stock and Procter & Gamble stock – and we think Palantir’s has made some strategic missteps. Find out more in this week’s episode.
Timestamps
00:06 Intro
00:36 Morningstar upgrades Apple's moat
01:46 Proctor and Gamble reports Q2 2023 earnings
02:44 Palantir makes strategic missteps
03:52 Owning a House or REITs intro
04:21 What are some of the benefits of physical real estate vs REITs?
05:09 What are some of the benefits of REITs vs Real Estate?
05:48 In both cases, what are some of the cons?
06:24 From an investment standpoint, which is the better bet, and why?
08:12 What’s a safe withdrawal rate for 2023?
Read about topics from this episode.
Raising Apple Stock’s Fair Value Estimate to $150
P&G Announces Fiscal Year 2023 Second Quarter Results
Procter & Gamble’s Stock Looks Overheated After Effectively Weathering Headwinds in the Quarter
Cutting Palantir Stock Fair Value Estimate as Strategic Missteps Create a Plethora of Problems
Investing in REITs vs. Direct Real Estate
Retirement Income and Safe Withdrawal Rates in 2023
What to watch from Morningstar.
Big Banks Bracing for a Recession
Create a New Financial Plan for the New Year: Part 2
Create a New Financial Plan for the New Year: Part 1
Stock and Bonds’ Market Wild Ride in 2022
Read what our team is writing.
Ruth Saldanha
Jeremy Pagan
Christine Benz
Susan Dziubinski
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Christine Benz on Twitter: @Christine_Benz
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Big Banks Bracing for a Recession
2023/01/20
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In today’s episode, Eric Compton, a strategist with Morningstar Research Services, talks about banks saving for an economic downtown and where investors could find opportunities.
00:06 Intro
00:36 Disney Proxy Fight
01:48 Hanesbrands closes Q4 with positive news
02:38 Coinbase plans layoffs
03:46 What do JPMorgan, Bank of America, Citigroup and Wells Fargo's results tell us?
05:57 How do their current actions compare to what they've done before previous recessions?
08:00 How could a recession affect banks in the short term and the long term?
10:30 What's going on with Wells Fargo?
12:39 Citigroup is also in a turnaround mode. What's the upside and the downside from their fourth quarter?
15:05 If investors are looking for opportunities among the Big Four that we discussed today, what would you recommend?
18:00 The Best 529 Plans of 2023
Read about topics from this episode.
Trian Opens Proxy Fight With Disney; We Believe Peltz Could Add Value as a Board Member
Coinbase to Lay Off More Workers in Second Round of Cuts
Hanesbrands Alleviates Some Concerns by Reaching Modest Q4 Expectations; Shares Very Undervalued
JPMorgan, Wells Fargo, Bank of America and Citi Beat Earnings Expectations, but Worries About Headwinds Remain
Wells Fargo’s 2023 Outlook Shows That the Net Interest Income Boom May Be Over
Bank of America Beats Fourth-Quarter Earnings; Net Interest Income Outlook is Disappointing
Solid Q4 Results for Citigroup; Stock Remains Most Undervalued Among Banks
Solid Q4 2022 Earnings for JPMorgan; 2023 Outlook Is Good
What to watch from Morningstar.
Create a New Financial Plan for the New Year: Part One
Create a New Financial Plan for the New Year: Part Two
Stock and Bond Markets’ Wild Ride in 2022
RMD Sticker Shock? How to Ease Your Tax Burden
Read what our team is writing.
Eric Compton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Create a New Financial Plan for the New Year: Part 2
2023/01/13
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In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.
Timestamps
00:04 Introduction
00:37 What kind of financial habits or histories do people tend to bring into their relationships?
02:30 How do couples mesh their financial lives without fighting about saving or spending?
04:36 Why do emotions rise when couples talk about money?
05:36 What should people pay attention to if they feel themselves getting upset about someone else’s financial habits?
06:57 What are steps couples can take to understand each other?
09:33 We’ve talked about rethinking budgeting, overcoming overspending, and how to avoid arguing over money. What’s your advice to our audience if they experience a setback or win?
Read about topics from this episode.
Hate Budgeting? Try Rethinking It.
Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit
How to Avoid Arguing Over Money By Sarah Newcomb
What to watch from Morningstar.
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Sarah Newcomb on Twitter: @finance_therapy
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Create a New Financial Plan For the New Year: Part 1
2023/01/06
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In this two-part episode, Sarah Newcomb, director of financial psychology for Morningstar Inc, explains how to rethink budgeting, overcome overspending, and stop fighting about money.
00:04 Introduction
00:43 Financial advice tends to tell people to break down their budgets into “wants versus needs”. What are your thoughts on this concept?
02:55 How should we think about our needs? What should we include? (basic categories from Maslow: survival, security, love and belonging, esteem, and meaning)
04:04 You’ve written that “our wants point to needs.” Can you explain that?
05:14 How should we rethink budgeting if we don’t follow needs versus wants?
08:04 What are some ways to identify possible strategies to meet a need and save money?
08:53 We know now how to meet our needs through strategies. What should people do if they tend to overspend?
11:01 How do we identify the emotion that’s driving the urge to spend too much?
12:14 Now, that the emotion is known, what do we do next?
Read about topics from this episode.
Hate Budgeting? Try Rethinking It.
Got the Urge to Splurge? 4 Steps to Overcome Your Overspending Habit
How to Avoid Arguing Over Money By Sarah Newcomb
What to watch from Morningstar.
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Sarah Newcomb https://www.morningstar.com/authors/1951/sarah-newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Sarah Newcomb on Twitter: @finance_therapy
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Stock and Bond Markets’ Wild Ride in 2022
2022/12/23
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In today’s episode, Tom Lauricella, Morningstar Inc.’s chief markets editor, discusses the markets’ highs and lows in 2022 and what investors should watch for in 2023.
Timestamps
00:04 Introduction
00:31 What’s Morningstar’s take on what’s been driving inflation?
02:18 What would it take to push inflation down to the Fed’s 2-percent target?
03:22 What categories of inflation have the Fed focused on?
04:38 How does wage growth factor into the Fed’s moves next year?
05:38 What has happened this year with bonds?
06:38 What has the plunge in bonds meant for investors’ portfolios?
07:47 How should investors think about bonds in 2023?
08:51 Can you describe what hit tech so hard?
10:20 What will it take for a tech rebound?
11:30 Crypto started 2022 riding high
12:27 What are the lessons from crypto’s implosion?
14:16 What should investors watch for in 2023?
Read about topics from this episode.
A New Crisis: What’s Happened in Crypto Now?
4 Lessons From Crypto’s Implosion
5 Charts on Big Tech Stocks’ Collapse
The Worst Bond Market Ever
Where to Invest in Bonds in 2023
The Fed and Markets Have Different Outlooks. Which One Will be Right?
Fed Raises Rates Again, With a Focus on Talking Tough
What to watch from Morningstar.
RMD Sticker Shock? How to Ease Your Tax Burden
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Tom Lauricella https://www.morningstar.com/authors/1953/tom-lauricella
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Tom Lauricella on Twitter: @LauricellaTom
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
RMD Sticker Shock? How to Ease Your Tax Burden
2022/12/16
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In today’s episode, Alyssa Stankiewicz, associate director of sustainability research from Morningstar Research Services, and Megan Pacholok, manager research analyst from Morningstar Research Services, discuss the Labor Department’s rule change involving ESG funds in workplace retirement plans.
00:00 Introduction
00:47 The FTC tries to block Microsoft over their attempted buyout of Activision Blizzard
02:04 Campbell cooked up a strong start to the fiscal year
02:55 Chewy chewed up some strong Q3 earnings
04:23 What plan sponsors like employers are required to do when creating retirement plans?
05:30 What was the Trump-era policy concerning ESG funds?
07:13 What are the changes under the Biden era?
08:26 Alyssa just mentioned qualified default investment alternatives, or QDIAs. And employers, sometimes they use these for workers who make retirement contributions but don't make investment choices. What do employers typically pick here?
09:42 How could ESG funds factor into an employer’s decision?
10:59 Different perspectives about the adoption of ESG funds in workplace plans
14:18 Tips on Taking Last-Minute RMDs in 2022
Read about topics from this episode.
Microsoft Stock Attractive Whether or Not Activision Deal Goes Through
Alternative Funds Are Winners in 2022
90% of Companies Are Developing an ESG Strategy
If You Haven't Taken RMDs Yet in 2022, Watch This Video
Who Does and Doesn’t Get to Skip RMDs Under the New 10-Year Rule
What to watch from Morningstar.
Top Retail Stocks on Sale This Holiday Season
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
Read what our team is writing:
Christine Benz
Alyssa Stankiewicz
Megan Pacholok
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
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Top Retail Stocks on Sale This Holiday Season
2022/12/09
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In today’s episode, Dave Sekera, chief U.S. markets strategist for Morningstar Research Services, reveals which stocks investors could snap up for a bargain this holiday season.
00:45 Tesla begins delivering its semi-trucks.
01:51 Kroger rang up solid third-quarter earnings despite high inflation
02:36 Ulta Beauty continued its hot streak in the third quarter.
03:56 Dave, total modified retail sales growth was in the double-digits last year. Describe what modified retail sales growth is. What’s Morningstar’s outlook for this year?
05:34 Let’s turn to online shopping. Some big e-commerce names have seen their stock prices plunge this year. Where should investors look for a deal?
06:51 How does the brick-and-mortar retailers’ story this year compare to last year?
07:34 Where are the deals among these stocks?
09:25 Toys and video games stock pick ideas.
10:29 Stocks that Look Cheap
11:45 3 Ways to Manage Capital Gains Distributions in 2022
Read about topics from this episode.
Tesla: Stock of the Week
Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?
What You Need to Know About Capital Gains Distributions
Which Popular Funds Will Hit Investors With Losses and Capital Gains Distributions This Year?
What to watch from Morningstar.
Should You Buy Dividend Stocks in a Recession?
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Read what our team is writing:
David Sekera
Christine Benz
Susan Dziubinski
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Dave Sekera on Twitter: @MstarMarkets
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Should You Buy Dividend Stocks in a Recession?
2022/12/02
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Will dividends continue to do well in a rising interest-rate environment? Plus, Bob Iger is CEO of Disney again, and Visa has a new CEO, too. And speaking of executives, Warren Buffett’s Berkshire has finally started spending some of the cash in its kitty. Find out how in this week’s episode.
Timestamps
00:38 Berkshire Hathaway Deserves More Credit
01:40 Dick's Sporting Goods Rallied Big in Q3
02:35 Visa’s CEO is Stepping Down
03:26 What happened at Disney, and more importantly, why?
05:06. Bob Iger has delayed his retirement multiple times, and now is back. Will he likely stick to his two year contract, do you think?
05:46 What does this mean for Disney shareholders – and your expectation for the stock?
06:56 Are Dividend Stocks a Good Investment Today?
Read about topics from this episode.
5 Takeaways From Berkshire Hathaway’s 2021 Shareholder Letter
Which Retail Stocks Are Well-Positioned for 2022 Holiday Sales?
The Best- and Worst-Performing Stocks: Q3 2022
Visa Earnings Show Continued Strong Growth; Stock Slightly Undervalued
Energy Stocks Power Ahead on Earnings Gushers
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
What to watch from Morningstar.
Retiring Soon? Make Sure to Check Your Asset Allocation
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Ruth Saldanha
Susan Dziubinski
David Harrell
Follow us on social media.
Ruth Saldanha on Twitter: @karishmaruth
David Harrell on Twitter: @davidharrell
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Retiring Soon? Make Sure to Check Your Asset Allocation
2022/11/25
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In this special episode, Christine Benz, the director of personal finance at Morningstar, talks about portfolio makeovers and how to spot common pitfalls. This episode includes an excerpt from Christine’s webcast—“5 Portfolio Pitfalls and How to Fix Them.”
0:06 Introduction
00:51 - What did you think was important to address as we watch the markets tumble?
01:54 - How does your webcast help investors identify the next steps?
03:30 - How does age play a role in reworking a portfolio?
04:32 - What should people know before they adjust their portfolios in an effort to reduce the drag of taxes?
05:31 - Pre-Retirees: Is Your Asset Allocation Too Aggressive?
Read about topics from this episode.
Check out Christine's Presentation
Is It Too Late to Inflation-Proof Your Portfolio?
5 Portfolio Pitfalls and How to Fix Them
How a New Retiree Can Confront Market Turbulence
Positioning a Portfolio in Early Retirement
What to watch from Morningstar.
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
Read what our team is writing:
Chritine Benz
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Rising Interest Rates Make Bond Ladder ETFs More Appealing
2022/11/18
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In today’s episode, Saraja Samant, a manager research analyst for Morningstar Research Services, explains how investing in defined-maturity ETFs can help grow wealth in a rising interest-rate environment.
00:05 Introduction
00:43 Disney Loses Some Magic as 2022 Ends
01:37 Roblox Has Mixed Messages in Q3
02:37 Lyft’s Ride to Disappointment
04:05 What’s a Traditional Bond Ladder and How Does It Work?
04:42 Advantages and Disadvantages of Building a Bond Ladder With Individual Bonds?
06:21 What Makes Defined-Maturity ETFs Different?
07:58 What are Some of the Risks With Bond Ladder ETFs?
09:17 How Do the Costs Compare Between Building a Bond Ladder Using traditional Bonds Versus Building One Using Bond ETFs?
10:04 If an Investor Wants to Build a Bond Ladder ETF, How would they start?
11:11 Is It Too Late to Inflation-Proof Your Portfolio?
Read about topics from this episode.
Disney Posts Mixed Earnings With Streaming Subscriber Growth, Record Parks Revenue But Widening Direct to Consumer Losses
Uber, Lyft Drivers Remain as Contractors
Bond Ladder ETFs Can Help Investors Climb Higher
An Update on I Bond Yield
Your Inflation Toolkit
A Down-Market Survival Guide for Your 20s, 30s, and 40s
TIPS Versus I Bonds
What to watch from Morningstar.
Cheap Stocks For You to Consider
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Susan Dziubinski
Chritine Benz
Saraja Samant
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Saraja Samant on LinkedIn: https://www.linkedin.com/in/saraja-samant-280993/
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Cheap Stocks For You to Consider
2022/11/11
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What does COP27 mean? Does it matter for you and your portfolio? Leslie Norton explains.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com .
0:06 Introduction
00:24 Can Uber Lift Your Portfolio?
01:29 Disaster-Proofing Your Portfolio
02:45 Starbucks is Resilient in Q4
04:04 Why does the COP 27 meeting matter?
06:00 What have we achieved since Cop 26?
06:44 Are the pledges made by countries binding? Who holds them accountable?
07:08 What next from here?
07:42 What a Divided or United Government Means for Investors
Read about topics from this episode.
What Could the Midterm Election Results Mean for the Stock Market?
How to Cope With Financial Shocks
Strong Q3 Indicates Uber May Be Resistant to Macro Uncertainties
Starbucks Q4 Earnings Show Strong Traffic That Bucks Industry Trends
Special Report: For Investors, COP27 Summit Brings New Opportunities
10 Reasons Why ESG Won’t Be Stopped
What to watch from Morningstar.
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
Where to Park Your Cash and Find Recession-Resistant Stocks
Markets are Undervalued, and We Highlight Some Cheap Stocks!
We Examine Tesla's Stock and the Risks of a Strong Dollar
Read what our team is writing:
Ruth Saldanha
Susan Dziubinski
Leslie Norton
David Sekera
Sarah Newcomb
Follow us on social media.
Ruth Saldanha on Twitter: @karishmaruth
Leslie Norton on Twitter: @leslienortonnyc
David Sekera on Twitter: @MstarMarkets
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
What to Buy or Skip: I Bonds, Apple, Amazon, or Meta
2022/11/04
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In today’s episode, Katherine Lynch, a Morningstar Inc’s data journalist, talks about the new I Bonds’ interest rate, how the investments work, and how to use them as an emergency fund.
Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
Timestamps
0:06 Introduction
00:39 Meta’s Disappointing in Q3 Earnings
01:50 0Amazon Delivered a Sting
02:58 Apple is Eating Up Earnings
04:23 How do I-bonds work?
04:41 What should investors expect over the next six months?
05:07 I-bonds come with some limitations. What are those?
05:25 How can someone use I-bonds as an emergency fund?
05:48 How can I-bonds help save parents some money?
05:59 Where can investors buy I-bonds?
06:11 What Belongs on Your Preretirement Radar?
Read about topics from this episode.
Slashing Meta’s Stock Fair Value Estimate to $260 From $346 https://www.morningstar.com/articles/1120902
Apple Reports Strong Earnings, but Stock Still Overvalued https://www.morningstar.com/articles/1121415
Cutting Amazon Stock’s Fair Value Estimate to $150 From $192 on Disappointing Q3 Earnings https://www.morningstar.com/articles/1121414
How to Hedge Against Inflation Using I Bonds https://www.morningstar.com/articles/1093977
A Down-Market Survival Guide for Retirees https://www.morningstar.com/articles/943447
Get a Tax-Smart Plan for In-Retirement Withdrawals https://www.morningstar.com/articles/844815
Read what our team is writing:
Katherine Lynch https://www.morningstar.com/authors/2337/katherine-lynch
Christine Benz https://www.morningstar.com/authors/30/christine-benz
Ivanna Hampton https://www.morningstar.com/authors/2399/ivanna-hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Buy an Annuity Now? And How to Spot Financial Tricks Online
2022/10/28
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In today’s episode, Sarah Newcomb, Morningstar Inc’s director of financial psychology, explains what investors should know about sophisticated online tricks and what to watch out for.
Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
0:06 Introduction
0:45 Tesla was on autopilot in the third quarter.
1:46 AT&T is strong in Q3.
2:42 Snap disappoints for the third quarter in a row.
3:38 In behavioral finance, there are “nudges” and “sludges”. Can you define those?
4:29 How do we see “nudges” and “sludges” at work in our lives?
6:02 What are dark patterns? What are some that we should watch out for?
7:17 What do “dark patterns” look like in financial products?
10:38 Is the Time Right for Annuities?
Read about topics from this episode.
What Investors Should Know About Behavioral Tricks in Financial Products
What Tesla Stock’s 50% Decline Means for the Market
Is AT&T Stock a Buy Ahead of Earnings?
Snap Earnings Disappoint for Third Consecutive Quarter
Your Guide to Annuities
Understanding the 4 Key Annuities Types
Read what our team is writing:
Sarah Newcomb
Christine Benz
Susan Dziubinski
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Christine Benz on Twitter: @Christine_Benz
Sarah Newcomb on Twitter: @finance_therapy
Sarah Newcomb on LinkedIn: https://www.linkedin.com/in/sarahcnewcomb
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Where to Park Your Cash and Find Recession-Resistant Stocks
2022/10/21
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In today’s episode, Ali Mogharabi, a senior equity analyst for Morningstar Research Services, explains the Labor Department’s proposed rule about worker classification. And he reveals whether he thinks Uber, Lyft, and DoorDash stocks are a buy.
Investing Insights is bringing you a mix of market news, insights from analysts, and personal finance tips.
Timestamps
0:06 Introduction
0:44 Stocks for a Recession
1:50 Wells Fargo missed the mark for third quarter earnings.
2:35 Delta airlines reported a strong third quarter.
3:57 Should gig workers be considered employees?
5:48 What is the main risk of the Biden administration’s new proposal?
8:37 What is the reaction from Uber, Lyft, and DoorDash?
9:23 What does Uber, Lyft, and DoorDash stocks look like today?
10:23 How to Make Your Cash Work Harder as Interest Rates Rise
Read about topics from this episode.
10 Stocks for a Recession
Risk of DOL’s Proposal and Reactions of Uber, Lyft, and DoorDash Stocks Exaggerated
Opportunities Seen in the Industrial Sector Amid Economic Headwinds
Looking Past Volatile Operating Losses, Wells Fargo Remains on Track in Q3
Best Financial-Services Companies to Own: 2022 Edition
3 Recession-Resistant Stocks
What Is a Recession?
Read what our team is writing:
Susan Dziubinski
Christine Benz
Ali Mogharabi
Ivanna Hampton
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
Markets are Undervalued, and We Highlight Some Cheap Stocks!
2022/10/14
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Retirement plans across the country may finally be getting serious about adding more annuity options for their subscribers. But is this product good for you? Spencer Look explains.
Investing Insights is a mix of market news, insights from analysts, and personal finance tips.
Timestamps
0:06 Introduction
0:30 Norwegian Cruise Line Sails Through a Rough Quarter
1:27 How Can Investors Cope With Fear?
2:18 AMD Dipped In Q3
3:19 Does Your Retirement Plan Need More Annuity Options?
3:45 What’s The Biggest Determinant of the Right Lifetime Income Strategy?
5:02 Which Investors Do Not Gain Value from Annuities?
6:34 Who Benefits From Annuities?
7:33 What Should Investors Do if They Benefit from Annuities?
9:09 Where To Invest Your Money In Q4 2022
Companies mentioned in this episode.
Norwegian Cruise Line Holdings Ltd (NCLH ); Advanced Micro Devices Inc (AMD ); Nvidia (NVDA ); Intel Corp (INTC ); Micron Technology Inc (MU ); Zoetis Inc (ZTS ); Zimmer Biomet Holdings Inc (ZBH ); Illumina Inc (ILMN )
Read about topics from this episode .
Fear Itself
AMD Stock Is a Bargain
Your Guide to Annuities
A Down-Market Survival Guide for Pre-Retirees
Is an Annuity Right for You?
Utilities Brighten Under Cloud of Recession, but Future Dim at Lofty Valuations
As Pendulum Swings, Stocks Go From Overvalued to Undervalued
3 Lessons for Investors From the Third Quarter
What a Strong U.S. Dollar Means for Investors
What's Next for the Stock Market?
Read what our team is writing:
Ruth Saldanha
Susan Dziubinski
David Sekera
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
We Examine Tesla's Stock and the Risks of a Strong Dollar
2022/10/07
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In today’s episode, Dave Whiston, the U.S. autos equity analyst for Morningstar Research Services, discusses CarMax’s disappointing earnings results and reveals where investors can look for stock opportunities.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com .
Timestamps
0:06 Introduction
0:46 Lower Estimate of Tesla’s Stock
1:33Micron Stock: Chipmaker Trims Spending
2:19 Nike Stock: Earnings Top Expectations, but Near-Term Outlook Disappoints
3:17 Why 2022 Has Been a Terrible Year for Bond Funds
4:16 Used-Car Affordability Slams CarMax’s Earnings
6:42 CarMax’s Response to Inflation and Rising Interest Rates
10:49 Our Analyst’s View of CarMax’s Stock
11:53 Cheap Stock Picks: Ford, GM, and Gentex
14:40 Why Is the Dollar Strong Now?
16:33 Strong Dollar Threatens Company Earnings
19:07 Cheap Stocks to Consider as the Dollar Strengthens
Companies mentioned in this episode.
Tesla (TSLA ); Micron Technology (MU ); Nike (NKE ); CarMax Inc (KMX ); Ford Motor Co (F ); General Motors Co (GM ); Gentex (GNTX ); Anheuser-Busch InBev (BUD ); GSK PLC (GSK ); and SAP SE (SAP ).
Read about topics from this episode.
Trimming Tesla Fair Value Estimate to $250 Following Lower Q3 Deliveries
Nike’s Brand Value Holds Despite a Tough Near-Term Outlook; Shares Undervalued
Why 2022 Has Been Such a Terrible Year for Bond Funds
Used-Vehicle Affordability Slams CarMax’s Q2, but We See Stock as Attractive for Long Term
Strong U.S. Dollar a Headwing to Earnings Growth
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn: https://www.linkedin.com/company/5161/
When's the Best Time for a Roth IRA Conversion?
2022/09/30
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In today’s episode, Neil Macker, a senior equity analyst for Morningstar Research Services, discusses why Netflix is adding a cheaper plan and whether the stock is a deal. Also, one automaker is warning investors that supply chain issues will affect its upcoming earnings results.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com .
0:06 Introduction
0:49 FedEx is cutting costs but remains undervalued.
1:32 Ford’s quarter will reflect supply chain issues.
2:32 Smartphone investing is causing different trading behavior in investors.
3:56 Why has Netflix decided now to create a cheaper ad-supported plan?
5:30 How can Netflix use subscriber growth from outside the US to their advantage?
6:56 Can a streaming service compete without live sports coverage?
8:36 Streaming service stock pick
9:39 Is the Time Right for Roth Conversions?
Companies mentioned in this episode.
Netflix Inc NFLX ; FedEx Corp FDX ; Ford Motor Co F ; Disney DIS ; Amazon AMZN ; and Apple AAPL
Read about topics from this episode.
Is Your Smartphone Hurting Your Portfolio Performance?
Retiring in a Down Market? Consider These Strategies
Is the Time Right for Roth Conversions?
FedEx Issues Earnings Warning on Worsening Economic Outlook
Why Is Ford Stock So Cheap?
Which Funds Have Recently Bought or Sold Netflix?
The Thrill of the Trade
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar ...
LinkedIn:
https://www.linkedin.com/company/5161/
Will Investors Ready, Set, Go for the Porsche IPO?
2022/09/23
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No matter how much inflation rises, we’ll still need utilities, right? That’s what many investors think, and that has helped propel utilities stocks higher this year. But that might be about to change, as Morningstar’s Jakir Hossain explains. Plus, we look at why some of us can’t help but trade – even though we might not get the best outcomes.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com .
Timestamps
0:06 Introduction
0:49 Volkswagen’s IPO looks good, but we have concerns over the timing.
2:06 Adobe is acquiring new design software
3:26 New lower fair value estimate for Compass Minerals’ stock
4:34 Why investors trade and how it can be dangerous to their portfolios.
6:12 What is driving the continued durability of utilities?
7:32 Is there room for utilities companies to grow?
10:21 Utilities stock picks
11:41 Retiring in a Down Market? Consider These Strategies
Companies mentioned in this episode.
Volkswagen AG (VLKAF ); Adobe Inc (ADBE ); Compass Minerals International Inc (CMP ); NiSource Inc (NI ) andDominion Energy Inc (D )
Read about topics from this episode.
Retiring in a Down Market? Consider These Strategies
Will Porsche’s Stock IPO Be as Popular as Its Sports Cars?
Volkswagen Announces Pricing of 25% Equity Stake Sale in Porsche
Why We Trade
The Tragic Irony of Overconfidence in Investing
The Inflation Reduction Act Is Spurring Interest in Clean Energy and Climate-Conscious Investing
Investing in Climate Action: 2 Renewable Energy Stocks to Consider
Why Are Utility Stocks Doing So Well?
High Inflation Shifts Focus to the Expected Federal Reserve Interest-Rate Hike
2022/09/16
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Climate Week NYC is coming. In today’s episode, Kris Inton, an equity strategist for Morningstar Research Services, explains how carbon offsets work and highlights an airline stock that looks cheap today. We take a look at how attitudes and beliefs play a role in how people think about money.
Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. We want to hear what you think about the new format. Let us know at podcast@morningstar.com.
0:06 Introduction
0:45 Inflation ticks up in August
2:04 Kroger reports second-quarter earnings
3:02 Where do money beliefs come from?
4:13 Climate Week NYC is coming
4:43 What are carbon offsets?
5:27 Few flyers buy carbon offsets with plane tickets
6:21 How would airlines handle carbon taxes?
7:22 An airline stock that looks cheap today
8:34 Stocks for a rising interest-rate environment
Companies mentioned in this episode. The Kroger Co (KR); Ryanair Holdings (RYAOF); Air Canada Class (ACDVF); American Airlines (AAL); Delta Airlines (DAL); Southwest Airlines (LUV); United Airlines (UAL), Charles Schwab (SCHW); and LPL Financial (LPLA).
Read about topics from this episode. When It Comes to Air Travel and Sustainability, Flyers Aren’t Walking the Walk by Kristoffer Inton
CPI Report Defies Hopes of Easing Inflation, for Now by Lauren Solberg and Preston Caldwell
Why We Expect Inflation to Fall in 2023 by Preston Caldwell
What Is Financial Psychology? By Sarah Newcomb
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton Facebook: https://www.facebook.com/MorningstarInc/ Twitter: https://twitter.com/MorningstarInc Instagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
New iPhone Can't Make Apple's Stock Shine
2022/09/09
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Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, Abhinav Davuluri, a sector strategist for Morningstar Research Services, talks about Apple’s iPhone 14 launch and the unexpected news that Apple will keep prices the same as last year. We look at the latest jobs report and find good news for investors.
We want to hear what you think about the new format. Let us know at podcast@morningstar.com .
Timestamps
0:00 Introduction
0:45 Morningstar headlines
3:37 Apple keeps iPhone 14 prices the same as last year’s model
7:00 Should investors buy Apple stock?
8:07 Stock picks within the tech industry
10:11 Good reasons to overhaul a portfolio
Companies mentioned in this episode.
Starbucks (SBUX ); Broadcom (AVGO ); VMware (VMW ); Apple (AAPL ); Advanced Micro Devices (AMD ); NVIDIA (NVDA ); and ASML Holding (ASML )
Read about topics from this episode.
Why There is Good News for Investors in the Jobs Report by Lauren Solberg and Preston Caldwell
Starbucks Names Outsider Laxman Narasimhan as New CEO by Sean Dunlop
Broadcom’s Rosy Q4 Outlook Bucks Recent Cautious Commentary From Peers; Stock Undervalued by Abhinav Davuluri
Apple’s Modest iPhone 14 Upgrades Seen Leading to Modest iPhone Growth in Fiscal 2023 by Abhinav Davuluri
Nvidia Near-Term Headwinds Don’t Discourage Positive Long-Term Outlook by Abhinav Davuluri
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar.. .
LinkedIn: https://www.linkedin.com/company/5161/
Beware of Buying Low in a Bear Market
2022/09/02
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Investing Insights has a new look and host! We’re bringing you a mix of market news, insights from analysts, and personal finance tips. In today’s episode, we’re examining whether buying low could hurt your portfolio in a bear market. This earnings season is close to wrapping up. Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the key takeaways, what he thinks is ahead, and reaction to Federal Reserve Chairman Jerome Powell’s speech on inflation.
We want to hear what you think about the new format? Let us know at podcast@morningstar.com.
0:00 Introduction
0:35 Morningstar headlines
4:18 Earnings season’s key takeaways
6:26 Reaction to Fed Chair Jerome Powell’s inflation speech in Jackson Hole, Wyoming
9:50 Stock picks among lithium producers, specialty chemical makers, auto parts manufacturers, and cybersecurity companies
13:24 3 high-quality stocks investors should consider
Companies mentioned in this episode.
Gap (GPS ); VMware (VMW ); Lithium Americas (LAC ); Albemarle (ALB ); Livent (LTHM );DuPont de Nemours (DD ); Eastman Chemical (EMN ); BorgWarner (BWA ); Okta (OKTA ); Fortinet (FTNT ); Zscaler (ZS ); Equifax (EFX ); Salesforce (CRM ); and Zimmer Biomet (ZBH )
Read about topics from this episode.
Why Buying the Dips Could Hurt Your Portfolio in a Bear Market by Sandy Ward
Strong U.S. Dollar a Headwind to Earnings Growth by Dave Sekera
Top Stock Picks Among Lithium Producers by Seth Goldstein
5 Undervalued Cybersecurity Stocks by Dave Sekera
Why We Expect the Fed to Cut Interest Rates in 2023 by Preston Caldwell
Follow us on social media.
Dave Sekera on Twitter: @MstarMarkets
Ivanna Hampton on Twitter: @ivannahampton
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar.. .
LinkedIn: https://www.linkedin.com/company/5161/
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What You Need to Know About Estate Planning
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Rising Yields and Your Retirement
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Kunal Kapoor: Active Personalization Is the New Active Investing
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What Do the Experts Think about Retirement Income, the Wealth Divide and the Future of Franklin Templeton?
2022/05/20
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In this week’s podcast, we are featuring guests of the 2022 Morningstar Investment Conference. Mary Ellen Stanek, Joel Fried, and Al Mordecai, winners of Morningstar’s 2022 Investing Excellence Awards, share their investing insights.David Blanchett and Christine Benz talk about retirement income. Sonya Dreizler and Phuong Luong dive into the wealth divide. Sarah Bush and Jenny Johnson discuss the future of Franklin Templeton.
How to Recession-Proof Your Portfolio and Understand Supply Chain Shortages
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Which Companies Top Morningstar’s REIT List?
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Warren Buffett and Berkshire Hathaway
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In this week’s special episode, Gregg Warren from Morningstar Research Services and Susan Dziubinski from Morningstar, Inc. tell us everything we need to know about Warren Buffett and Berkshire Hathaway.
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Is Diversifying Your Portfolio Becoming More Challenging?
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What You Need to Know about Utilities Stocks, Inflation, and 3 Top Stocks
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Ed Slott’s Thoughts on Qualified Charitable Distributions and Estate Plans
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Ed Slott’s 2022 Tax Tips
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The Russia-Ukraine Crisis, Wide-Moat Funds, and How Much Cash You Need on Hand
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How to Handle Volatile Markets and Portfolio Planning
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What 2021 Fund and ETF Trends Mean for 2022
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The Latest on Diversification and Insights on 2021’s Top Funds
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Tools for Investing Sustainably
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The Latest on ETF Tax Changes and Model Portfolios
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What You Need to Know About Bitcoin ETFs and Muni-Bonds
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Special Presentation: Morningstar Investment Conference
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What to Expect from Vanguard and the Stock Market
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Special Presentation: Ed Slott
2021/09/10
Struggling Funds and Stretch IRA Updates
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Tips for Late Savers and QCDs
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Inflation Protection and August Financial Tasks
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Why You Should Know These Popular Target-Date Fund Providers
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Closing the Gap: Building Black Dollars
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Special Presentation: The Year So Far
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2021/07/02
Hands-Off Strategies and Top Manager Stock Picks
2021/06/25
The Ultimate Stock-Pickers Top New-money Purchase
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How to Keep Track of Your Financial Plan
2021/06/11
Market X-Ray: Wheels Up on Travel Stocks
2021/06/04
Special Presentation: Apple, Tesla, Amazon – Undervalued or Not?
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2021/05/21
How Should You Approach Your Withdrawal Rates?
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Insights from Morningstar CEO Kunal Kapoor
2021/05/07
Portfolio Diversification and Yields in 2021
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Tips for Sustainable Investing and Inflation Protection
2021/04/23
Dividends and Wide-Moat Stocks We Like
2021/04/16
Dividend Stock and ESG Fund Picks
2021/04/09
What to Know About Value Investing and Target-Date Blend Funds
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Preparing Your Portfolio for Inflation and the Bubble
2021/03/26
The Biden Administration and Your Taxes
2021/03/19
Our Ultimate Stock-Pickers' Favorite Pick
2021/03/12
Top Stock Picks for Your Portfolio
2021/03/05
The Bear Market’s Impact on ETFs
2021/02/26
Lessons Learned and Mistakes Made from the 2020 Bear Market
2021/02/19
Pandemic Trends and IRA Strategies
2021/02/12
Permanent Changes from the Pandemic and February’s Financial To-Dos
2021/02/05
Real Estate Stocks and IRA Fund Ideas Our Specialists Like
2021/01/29
Utility, Dividend, and ETF Investment Opportunities
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Dividend Picks and Mutual Fund Alternatives for 2021
2021/01/15
Investment Stories from 2020 and Trends for 2021
2021/01/08
Year-End Tips and Highlights
2020/12/24
The Newest Addition to the S&P 500
2020/12/18
The Stock the Top Managers Love
2020/12/11
Tips for Planning Your Year-End Taxes and Emergency Funds
2020/12/04
Managing for the Inevitable: An Interview with the Author of “The Taxable Investor’s Manifesto”
2020/11/25
Weighing the Risks and Rewards of High Yields
2020/11/20
How to Use Your HSA and More
2020/11/13
How to Maintain Your Portfolio During Market Volatility and the Election
2020/11/06
What a Fund Manager’s Ownership Means for Performance
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Opportunities to Invest in Travel and Energy
2020/10/23
2 Steady Dividend Payers and Tips on Index Concentration
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Sustainable ETFs and Cheap Beverage Makers
2020/10/09
The Keys to Financial Success and A Tool for Retirement Planning
2020/10/02
Special Report: Where to Turn When the Political Climate Heats Up
2020/09/25
Top Manager Stock Picks and Today’s Low Bond Yields
2020/09/18
Protecting Your Portfolio and Estimating Your Retirement
2020/09/11
How Inflation Can Affect Your Portfolio
2020/09/04
Options for Equity-Income Investors and Pitfalls for Young Investors to Avoid
2020/08/28
An Update on our High-Conviction Picks and the U.S. Dollar
2020/08/21
Our Newest High-Conviction Pick and Four Funds with the Biggest Outflows
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4 Stocks With Dividend Growth Potential and Plans for Your RMDs
2020/08/07
3 Stocks That Lost Their Spark and 3 Dividends That Caught Our Eye
2020/07/31
Finding Income in Ultra-Low Yields and the Future of Social Security and Medicare
2020/07/24
Approaching Social Security and Upgrading Your Portfolio During a Recession
2020/07/17
How Large-Growth Funds and Foreign Stock Funds Fared Against Volatility
2020/07/10
Mid-Year Portfolio Reviews and Investing Excellence Award Winners
2020/06/26
Approaching Asset Allocation During Volatility
2020/06/19
Coronavirus Insights: Economic Impact, Vaccine Update
2020/06/12
The Best Defense for Bear Markets and Estate Planning Must-Haves
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Highly Rated Funds Reopen and 529 Answers
2020/05/29
Rethinking Retirement Income and Investment Strategies
2020/05/22
Secure Dividends in the Healthcare Sector and RMD Solutions for Retirees
2020/05/15
Special Report: Coping With the Financial Toll of COVID-19
2020/05/08
Finding Bank Dividends and Berkshire in a Pandemic
2020/05/01
How Oil Prices Made History and Riding Out the Market Crisis
2020/04/24
Newly Reopened Funds and Ways to Use Bonds in Your Portfolio
2020/04/17
Special Report: How to Cope with Market Volatility
2020/04/09
Healthy Investing Habits and Roth Conversions
2020/04/03
How to Stay Invested Today, Tomorrow, and for the Long-Term
2020/03/27
How to Invest in Times of Volatility, and Opportunities in the Markets
2020/03/20
Managing Investments Amid Volatility and Virus Concerns
2020/03/13
Navigating Market Downturns and Medicare Choices
2020/03/06
All About IRA Picks and Market Volatility
2020/02/28
Dividend Growth Stocks and Funds with High People Ratings
2020/02/21
Fund Picks for IRAs and Why Foreign Stocks Are Lagging
2020/02/14
February Tax Prep and Fund Upgrades
2020/02/07
Dividend Opportunities and Lessons from Experts Forecasts
2020/01/31
3 Foreign Stock Funds and Where to Go Active
2020/01/24
Mutual Funds in 2019 and Financial To-Do List
2020/01/17
Bond Fund Picks and Vanguard’s Evolution
2020/01/10
Contenders to Amazon, SECURE Act, and Enbridge
2019/12/20
ESG Portfolios, Inflation Protection, and AbbVie
2019/12/13
Equity Funds for Retirement and Dividends in Tobacco
2019/12/06
Underspending in Retirement and Value Standouts
2019/11/22
Bank Dividend Stocks and Choosing Target-Date Funds
2019/11/15
Year-End Financial Planning and Vanguard Dividend Funds
2019/11/08
Dividend Opportunities, Medicare, and Balanced Funds
2019/11/01
529 Ratings and Value and Growth Picks
2019/10/25
Tech Stocks for Dividend Seekers and Choosing Bond Funds
2019/10/18
Dodge & Cox’s Success and Diversifying Your Bond Portfolio
2019/10/11
Vanguard’s Best Active Large Caps and Stocks with Stable Dividends
2019/10/04
Cheap Dividend Payers, Short-Term Bond Funds, and More
2019/09/27
5 Fund Downgrades and Dividends in Healthcare
2019/09/20
Investing Insights: Vanguard Dividend Growth's Promise and Portfolio De-Risking
2019/09/13
Investing Insights: Retiree Traps, a Wide-Moat Stock Pick, and Indexing Risks
2019/09/06
Investing Insights: Yield Curve Inversion, Dividend Growth Leaders, and More
2019/08/30
Investing Insights: Equity Portfolio Diversifiers, Tips on TIPs, and Fund Picks
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Investing Insights: Tech Stocks, Tax Efficiency, and Social Security Options
2019/08/16
A Dividend Pick, Foreign Investing, and the Benefits of Working Longer
2019/08/02
Bold Bond Picks, Top Cannabis Stocks, and Tips for Gig Workers
2019/07/26
Favorite Funds with Russ Kinnel
2019/07/19
Social Security Strategies, Amazon's Future, Long-term Care Planning, and More
2019/07/12
Bond Investing, Hands-off Portfolios, and Promising Fund Managers
2019/06/28
Funds for Yield Seekers, A Favorite Networking Stock, and 3M
2019/06/21
Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside
2019/06/14
Fixing Social Security, Favorite Mid-Cap Funds, and More
2019/06/07
Large-Caps, 529s, and a Wide-Moat Pick
2019/05/31
Morningstar Investment Conference
2019/05/24
35 Years of Empowering Investor Success
2019/05/17
Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More
2019/05/03
A Solid Dividend, Funds for Retirees, and More
2019/04/26
3 Equity Funds, Michael Kitces on Likability, and More
2019/04/18
Michael Kitces, REITs, Value ETFs, and More
2019/04/12
First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More
2019/04/05
Defense and Aerospace Dividends, Tax Benefits of HSAs, Auto Sales, and More
2019/03/29
Lyft IPO, IRA Tips For Later in Life, and More
2019/03/22
Last-Minute IRA Tips, Steady Dividend Payers, and More
2019/03/15
Morningstar's Picks for IRAs
2019/03/08
3 Good Ideas for IRAs, Housing, and More
2019/03/01
3 New Morningstar Medalists, 4 Hidden Benefits of Roth IRAs, and More
2019/02/22
Earnings from Coke and Cisco, Generating Cash Flow in Retirement, and More
2019/02/15
Earnings from GM and Disney, Bill Gross, Starbucks, Obscure IRA Rules, and More
2019/02/08
Earnings from Apple and Facebook, Portfolio Tuneups, and More
2019/02/01
Earnings from Netflix, The Government Shutdown, and More
2019/01/25
Remembering Jack Bogle
2019/01/18
3 Newly Reopened Funds, Bargains in Banking, and More
2019/01/11
Dividend Picks, Apple Undervalued, and Vanguard's 2018
2019/01/04
Year-End To-Do's, Dividends, and Oracle
2018/12/21
RMD Traps to Avoid, Gold-Rated Funds That Are Taking a Beating, and More
2018/12/14
Portfolio Makeovers, Volatility, and Exxon's Dividend
2018/12/07
Investing Insights
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Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
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