Investing Insights

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Maciej Kowara

Alec Lucas

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Disney Earnings: Lots of Good, Especially for the Flashy Metrics, but Underlying Issues Remain

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Walmart Stock Split and Earnings Are Coming Up. What to Expect. Feb 16, 2024

Show notes

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.

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?

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Noah Rohr

Ruth Saldanha

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Meta Earnings: Strong Ad Growth, First Dividend Supercharge Stock Price

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Should You Bet on Online Gambling Stocks Now? Feb 09, 2024

Show notes

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?

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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?

AI Can Help Restaurants Innovate, But Will It Deliver Profits?

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Dan Wasiolek

Larry Swedroe

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Tesla Earnings: Slower Growth Expected in 2024

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When Will the Fed Finally Cut Rates? Feb 02, 2024

Show notes

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.

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.

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

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Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging

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Could Company 401(k)s Go the Way of IBM? Jan 26, 2024

Show notes

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

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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.

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

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John Rekenthaler

Nicolas Owens

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BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast

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Why Now Is the Time for Value Investing Jan 19, 2024

Show notes

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.

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:

Sarah Hansen

Bryan Armour

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Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap

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AI Can Help Restaurants Innovate, But Will It Deliver Profits? Jan 12, 2024

Show notes

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

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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

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Sean Dunlop, CFA

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The Best and Worst Mutual Fund Bets of the Past 25 Years

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Betting Big on Stocks Rarely Beats Boring Investing Jan 05, 2024

Show notes

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

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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:

Jack Shannon

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Fed Inches Closer to 2024 Rate Cuts

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5 Pieces of Good News for Investors as 2023 Wraps Up Dec 22, 2023

Show notes

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.

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

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