Investing Insights

Bryan Armour

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Meta Earnings: Reels Monetization Becoming a Reality While Network Effect Remains Intact

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Berkshire Hathaway: 4 Questions and 5 Cheap Stocks May 05, 2023

Show notes

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.

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:

Greggory Warren

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Ivanna Hampton on Twitter: @IvannaHampton

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When Will the Fed Start Cutting Interest Rates?

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Morningstar Investment Conference: Recession Risks and the Markets Apr 28, 2023

Show notes

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.

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

Read what our team is writing:

Tom Lauricella

Russel Kinnel

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Russel Kinnel on Twitter: @RussKinnel

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JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.

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Planning to Retire Soon? Flexibility and Spending Count Apr 21, 2023

Show notes

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.

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

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Read what our team is writing:

Leslie Norton

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Leslie Norton on Twitter: @leslienortonnyc

Ivanna Hampton on Twitter: @IvannaHampton

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4 Auto Stocks to Buy in 2023

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Where Can the Automotive Industry Go From Here?: Part Two Apr 14, 2023

Show notes

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.

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

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Read what our team is writing:

David Whiston

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Ivanna Hampton on Twitter: @IvannaHampton

Instagram: https://www.instagram.com/morningstar...

4 Auto Stocks to Buy in 2023

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Where Can the Automotive Industry Go From Here?: Part One Apr 07, 2023

Show notes

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.

5 ESG Risks and 5 Bargains in Auto Stocks

How to Navigate a Recession

What to watch from Morningstar.

Why the Nasdaq 100 Isn’t a Particularly Good Investment

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Read what our team is writing:

David Whiston

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Ivanna Hampton on Twitter: @IvannaHampton

Instagram: https://www.instagram.com/morningstar...

Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud

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How Do Vanguard’s Target-Date Funds Stack Up? Mar 31, 2023

Show notes

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.

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

Is Berkshire Hathaway Stock a Buy After Rocky Results?

Read what our team is writing:

Megan Pacholok

Jason Kephart

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Ivanna Hampton on Twitter: @IvannaHampton  

Jason Kephart on Twitter: @JasonKephart

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T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint

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Why the Nasdaq 100 Isn’t a Particularly Good Investment Mar 24, 2023

Show notes

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.

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

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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 Mar 17, 2023

Show notes

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. 