Investing Insights

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Nvidia Earnings: Predictably Outstanding Results; Strong Forward Guidance

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Timing the Market Doesn’t Work — We Did the Math Dec 01, 2023

Show notes

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

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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

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What Happens to Your HSA in Retirement?

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Make the Most of Your HSA Benefits and Investments in 2024 Nov 24, 2023

Show notes

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

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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

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Uber Earnings: The Platform Is More Easily Attracting Demand and Supply; Shares Remain Undervalued

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Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Nov 17, 2023

Show notes

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

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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

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https://youtu.be/wVr-_KOM3Qw?si=GtSJQNVoPsbXDHia

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Higher Bond Yields and Interest Rates Are Here to Stay Nov 10, 2023

Show notes

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

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New iShares Target-Date ETFs Provide Different Retirement Saving Path Nov 03, 2023

Show notes

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

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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

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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Tesla Earnings: Price Cuts Weigh on Margins While Cybertruck Launch Officially Scheduled

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5 Scary Stocks for You to Avoid This Halloween Oct 27, 2023

Show notes

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

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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:

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Citigroup Earnings: Revenue Growth Is Working, but We Won’t Know About Expenses Until 2024

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Navigating Medicare Open Enrollment for 2024 Oct 20, 2023

Show notes

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

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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:

Ryan Jackson

Mark Miller

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Morningstar's U.S. Fund Fee Study

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Falling Mutual Fund and ETF Fees a ‘Big Win for Investors’ Oct 13, 2023

Show notes

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

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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:

Bryan Armour

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