Afleveringen
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Netflix’s Incredible First Quarter
United Flew Just Above Morningstar’s Expectations
An Investing Guide for Every Life Stage
What is Life-Stage Investing?
Early Career Accumulation
When Would Roth Accounts Make Sense for an Investor?
Why Mid-Career Accumulation Can Be More Complicated
Financial Priorities of Mid-Career Accumulators
Covered-Call ETFs and Passive Strategies
How Do Covered Call and Buffer ETFs Work?
Which Kind of Investors Are These Strategies Designed For?
Downsides to Buffer ETFs and Covered Call ETFs?
Tax Concerns
What ETF Fees Are Costing Investors?
Read about topics from this episode.
Register for the Morningstar Investment Conference!
An Investing Guide for Every Life Stage
An Investing Road Map for Early Career Accumulators
An Investing Road Map for Midcareer Accumulators
Active ETFs are Soaring. Should You Invest?
Should You Own a Covered-Call ETF Like JEPI?
What to watch from Morningstar.
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
Read what our team is writing:
Ivanna Hampton
Margaret Giles
Bryan Armour
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Sheryl Rowling, editorial director for financial advice for Morningstar Inc, talks about four strategies to practice tax-efficient investing all year. Morningstar Sustainalytics’ director of stewardship Jackie Cook discusses three climate change resolutions this proxy-voting season, including one on Bank of America’s ballot.
Tesla Appears It’s Focusing on Profits
JPMorgan Chase Keeps Outlook Steady
Climate Change Resolutions During Proxy-Voting Season
Tax-Efficient Investing: 4 Moves to Make Now
Read about topics from this episode.
Tesla: Staff Reduction Confirms Our View of Focus on Profits In 2024
JPMorgan Earnings: Bumper Profits Driven by Strong Net Interest Income and Trading Revenue
4 Climate Votes That Matter in This Year’s Proxy-Voting Season
What to watch from Morningstar.
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Read what our team is writing:
Ivanna Hampton
Jackie Cook
Sheryl Rowling
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Zijn er afleveringen die ontbreken?
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Matthew Dolgin, senior equity analyst for Morningstar Research Services, talks about why companies are focusing on sports streaming as competition heats up. Plus, the path they could take to improve their financial situations.
Netflix’s Dominance
Disney, Fox, and Warner Bros. Discovery’s New Sports-Focused Streaming Service
How Companies Can Expand into Streaming
The Role of Sports in Streaming
NBA TV Deal
Why are Apple and Amazon Tough Competitors?
Streaming Services With Compelling Growth Stories
Streaming Company Stock Picks
Read about topics from this episode.
Morningstar Magazine
Paramount and Warner Bros. Discovery: Uncertainty Surrounds Customer Choices for Streaming
Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain
Netflix Earnings: Performance and Outlook Impressive, but Subscriber Growth Should Moderate
What to watch from Morningstar.
How to Find a Great Dividend Fund
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
Read what our team is writing:
Ivanna Hampton
Matthew Dolgin
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Dan Sotiroff and Todd Trubey, senior manager research analysts for Morningstar Research Services, discuss what makes a great dividend fund, the trade-offs that are costing some investors, and the risks to watch for.
Dividend Income, Dividend Growth, and Dividend Income and Growth
Dividend Fund Risks
Should Dividend Yield Be a Top Priority?
Dividend Funds vs Passive Options
What Advantage Do Actively Managed Funds Have Over Broadly Diversified Passive Funds?
How to Find a Great Dividend Fund
Passively Managed Dividend Fund Picks
Actively Managed Fund Picks
Read about topics from this episode.
What Makes a Great Dividend Fund?
3 Great International Dividend ETFs for 2024
The Best Dividend Funds
What to watch from Morningstar.
The 4% Retirement Rule is Just a Starting Point
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
What’s Surprising Some Retirees About Their Social Security Benefits?
Read what our team is writing:
Ivanna Hampton
Daniel Sotiroff
Todd Trubey
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John Rekenthaler, vice president of research for Morningstar Research Services, explains how Morningstar’s study confirmed the 4% retirement rule and discusses why it’s important for new retirees to be flexible with their spending.
Six Retirement Withdrawal Strategies that Stretch Savings
What Has Changed with Retirement Withdrawal Rates?
Trade Offs to a Conversative Start with Your Portfolio
Risks and Benefits of Changing a Portfolio’s Stock Allocation
Flexible Spending Strategies
The Role of Guaranteed Income
Key Takeaways
Read about topics from this episode.
Six Retirement Withdrawal Strategies that Stretch Savings
Morningstar’s Retirement Income Research: Reevaluating the 4% Withdrawal Rule
The Good News on Safe Withdrawal Rates
The Best Flexible Strategies for Retirement Income
What to watch from Morningstar.
New Dividend Stocks: Can Meta and Salesforce Help Revive the Classic Strategy?
Self-Made Millionaire Tori Dunlap Embraces Mission to Make Women Rich
What’s Surprising Some Retirees About Their Social Security Benefits?
SPY Vs VOO: Which of Warren Buffett’s Two ETFs Are a Better Bet?
Read what our team is writing:
Ivanna Hampton
John Rekenthaler
Follow us on social media.
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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
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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.
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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/
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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.
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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
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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/
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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
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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/
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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
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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/
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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/
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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/
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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/
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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
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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/
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