Investing Insights

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...

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 Utilitie...

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...

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...

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 th...

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 a...

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 ET...

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...

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 202...

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 cu...

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 spen...

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 w...

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 focuse...

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 B...

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 s...

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 i...

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 inv...

 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 Doe...

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-Proofi...

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...

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 di...

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 f...

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 Fe...

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....

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 person...