Avsnitt
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Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than once in 2024.
Should You Invest in Spot Ether ETFs?Lululemon on Track Despite Slowdown in Americas
The Fed’s Inflation Outlook Is a Little Too Pessimistic
Good News from the Fed’s New Inflation Report
Will the Fed Cut Interest Rates in 2024?
How Investors Can Interpret the Fed Lifting its Long Run Interest Rate
Why Are Stocks Hitting Record Highs
How the Growing US Economy Has Supported Stocks Impressive Performance
Is Inflation Finally Trending Down Again?
Why Wall Street’s View of the Fed is Changing
Will Record Profits During Company Earnings Continue?
What Risks Could Cause the Stock Market to Fall?
Read about topics from this episode.
Spot Ether ETFs: Should You Invest?
Lululemon Earnings: On Track to Meet Expectations Despite Slowdown In Americas
A Cautious Fed Eyes Just One Rate Cut In 2024
Why Stocks Are Hitting Record Highs—and What Could Send Them Back to Earth
What to watch from Morningstar.
Why More Diversification Doesn’t Mean Better Returns
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Preston Caldwell
Follow us on social media.
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Amy Arnott, portfolio strategist for Morningstar Inc, discusses why the classic 60/40 investment strategy beat a more diversified portfolio in 2023, and the positive that can come from interest-rate pivots.
The Benefits of Portfolio DiversificationHow Does the 60/40 Portfolio Hold Up Against a Portfolio with More Asset Classes?
Why the Well-Diversified Portfolio Struggled in 2023
Is it Worth it to Invest Beyond the 60/40 Portfolio?
Why Interest Rate Pivots Are Painful and Encouraging
Is There an Interest Rate Pivot Right Now?
Do Bonds Still Provide a Diversification Benefit?
Which Bonds are the Best Portfolio Diversifiers?
The Role of Cash in an Investment Portfolio
Key Takeaways
Read about topics from this episode.
How Did Diversified Portfolios Hold Up in 2023?
Why Simpler Has Been Better for Portfolio Diversification
How Rising Interest Rates Change the Relationship Between Stocks and Bonds
Which Bonds Provide the Biggest Diversification Benefit?
Top 10 Things to Know About Building a Diversified Portfolio
What to watch from Morningstar.
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Read what our team is writing:
Ivanna Hampton
Amy Arnott
Follow us on social media.
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Saknas det avsnitt?
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Jack Shannon, senior manager research analyst for Morningstar Research Services, talks about the mania around Destiny Tech 100 and how much investors are paying to own the closed-end fund compared with what it’s worth. Margaret Giles, Morningstar Inc editor, discusses how life-stage investing can help pre-retirees and retirees map their priorities.
Nvidia’s 10-for-1 Stock Split
Target’s Weak Sales and Declining Market Share
Vanguard’s New CEO Starting Soon
Investing for Each Life Stage
Financial Priorities When You Approach Retirement
Why Investors Should Think About Withdrawal Sequencing During Pre-Retirement
Why Retirees Struggle to Start Tapping Into Their Portfolios
Financial Priorities When You Retire
What Investors Need to Know About Destiny Tech100
Closed-End Funds vs Open-End Funds
Why Destiny Tech100’s Net Asset Value Premium is “Insane”
Should Investors Own Destiny Tech100 Over Other Mutual Funds with Startup Stocks?
Key Takeaways for Investors
Read about topics from this episode.
Nvidia Earnings: AI Demand Smashes Expectations Again
Target Earnings: Margins Hold Up, but Top Line Constrained by Weak Discretionary Spending
Vanguard Chooses an Outsider as Its New CEO
An Investing Guide for Every Life Stage
The Bucket Investor’s Guide to Setting Retirement Asset Allocation
DXYZ: This Closed-End Fund Is Not Destiny’s Child
What to watch from Morningstar.
Maximize Credit Card Points for Better Trips and Rewards
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Read what our team is writing:
Ivanna Hampton
Margaret Giles
Jack Shannon
Follow us on social media.
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David Harrell is the editor of Morningstar’s DividendInvestor newsletter. He’s also a miles and points enthusiast. He shares what he’s learned from his credit card points journey, including that miles and points aren’t so-called free money.
Credit Card PointsHow Do Travel Credit Cards Work?
Why Did Credit Card Companies Start Offering Rewards?
Why Have Credit Card Programs Become a Part of Airlines' Business Models?
Could Credit Card Companies Pull Back on Rewards?
Surcharges with Credit Cards
What is the Cost of Points and Miles?
Should You Spend to Earn Rewards Without Paying Off Your Credit Card Bill Each Month?
Spending vs Splurging
What to Know Before Researching Credit Card Rewards
Recommendations to Maximize Credit Card Rewards
Read about topics from this episode.
4 Lessons from My Credit Card Points and Miles Journey
Why Do I Need a Credit Card?
Best Financial-Services Companies to Own
What to watch from Morningstar.
Inherited IRA Investors Get Another Break, but the Clock Is Ticking on RMDs
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Read what our team is writing:
Ivanna Hampton
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Denise Appleby, IRA Quick Reference Guide author known as The IRA Whisperer, clears up the confusion about what the IRS waived concerning inherited IRAs in 2024. Travis Miller, energy and utilities strategist for Morningstar Research Services, talks about how the artificial intelligence boom is driving data center demand. He also points to 2 cheap utility stocks expected to benefit.
Disney’s Improved Streaming Results
Uber’s Strong Financial Results in 2024
Palantir’s Performance Led by AI Platform
Opportunities with Artificial Intelligence and Utility Stocks
Utility Stocks: When Will the Market Give the Sector Some Respect?
Where Do Utilities Fit into AI Growth?
How Higher For Longer Interest Rates Could Affect Utilities
Utility Stock Picks
New Rules for Inherited IRAs
Withdrawals from Inherited IRAs and the 10-Year Rule
Important Distinction About What the IRS Waived in 2024
Tax Implications for Inherited IRAs
Will the IRS Suspend the Withdrawal Penalty for Inherited IRAs in 2025?
Read about topics from this episode.
Disney Earnings: Improved Streaming Results Come at the Expense of Continued Linear Weakness
Uber Earnings: Network Effect Continues to Drive Profitable Growth for Uber
Palantir Earnings: AI Platform Drives Strong Start to 2024
Utility Stocks: When Will the Market Give the Sector Some Respect?
IRS Extends Waiver of Excise Tax for Inherited IRAs, but Not RMDs
What to watch from Morningstar.
Short-Term Market Volatility Could Provide Long-Term Investing Opportunities
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
Read what our team is writing:
Ivanna Hampton
Travis Miller
Denise Appleby
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few people seem to know about.”
Apple’s Weak 2024 but Optimism for 2025
Amazon’s Impressive First Quarter
Eli Lilly’s Better-Than-Expected Q1
Medicare's Falling Prescription Costs
Why Are Medicare Prescription Costs Dropping?
How Spending Caps Affect Seniors
Expanded Access to Federal Assistance for Low-Income Seniors
Will Interest Rates Stay Higher for Longer?
How Have Interest Rates Weighed on Stocks?
How Fewer Interest Rate Cuts Could Benefit Investors
Key Takeaway
Read about topics from this episode.
Apple Earnings: A Weak 2024, but Optimism for 2025
Amazon Earnings: AWS Growth Accelerates and Profit Margins Improve
Eli Lilly Earnings: Strong Weight-Loss Drug Sales Expand Margins
I’m 65 and Still Working. Should I Enroll in Medicare?
What Hot Inflation and Delayed Rate Cuts Mean for Investors
What to watch from Morningstar.
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
Make These Investing Moves Now for a Better Tax Day in 2025
3 Cheap Stocks to Watch in the Fight Over Sports Streaming
Read what our team is writing:
Ivanna Hampton
Mark Miller
Sarah Hansen
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve left higher interest rates in place and is changing its bond holdings.
Alphabet’s First Dividend
Boeing’s Focused on Recovering from Past Mistakes
General Motors Strong Start to 2024
The Magnificent Seven Stock Divergence
Apple’s Fallen from Last Year’s Rally
How Apple Could Reverse the Slide
Why Investors Are Changing Their Minds About Tesla
Morningstar’s Outlook for Tesla
Higher Interest Rates Stick Around
Read about topics from this episode.
Alphabet Shares Surge on Strong Earnings, Dividend Surprise
Boeing Earnings: Paying for Mistakes Made Long Ago, Taking Back the Factory Floor
GM Earnings: Strong Start to 2024 Is Good Sign for Rest of the Year
Magnificent No More? Apple and Tesla Stocks Are Weighing on the Market
With Sticky March PCE Inflation, When Will the Fed Hit Its 2% Target?
What to watch from Morningstar.
Covered Call and Buffer ETFs: Do the Pros Outweigh the Cons?
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
Read what our team is writing:
Ivanna Hampton
Sarah Hansen
Preston Caldwell
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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LinkedIn: https://www.linkedin.com/company/5161/
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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https://www.linkedin.com/company/5161/
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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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
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, 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.
Facebook: https://www.facebook.com/MorningstarInc/
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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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.
Facebook: https://www.facebook.com/MorningstarInc/
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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.
Facebook: https://www.facebook.com/MorningstarInc/
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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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
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
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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/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
- Visa fler