Investing Insights

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 demandHow 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 sedansTesla vs. GM electric vehicles GM is calling itself an auto tech companyCheap Auto Stock Picks Read about topics from this episode.  4 Auto Stocks to Buy in 20235 ESG Risks and 5 Bargains in Auto StocksIs Tesla Stock a Buy or Sell Right Now? What to watch from Morningstar.Where Can the Automotive Industry Go From Here?: Part OneHow Do Vanguard’s Target-Date Funds Stack Up?Why the Nasdaq 100 Isn’t a Particularly Good InvestmentWhere to Invest: Stocks or CDs?  Read what our team is writing:David WhistonIvanna Hampton Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Introduction00:42 Themes in the auto industry for 202301:28 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 buyers09:51 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.  4 Auto Stocks to Buy in 2023 5 ESG Risks and 5 Bargains in Auto Stocks How to Navigate a Recession  What to watch from Morningstar.How Do Vanguard’s Target-Date Funds Stack Up? Why the Nasdaq 100 Isn’t a Particularly Good Investment Where to Invest: Stocks or CDs? Is Berkshire Hathaway Stock a Buy After Rocky Results?  Read what our team is writing:David Whiston Ivanna Hampton Follow us on social media.Ivanna Hampton on Twitter: @IvannaHamptonFacebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In today’s episode, Seth Goldstein, equities strategist for Morningstar Research Services, discusses the global forecast for electric vehicle expansion.00:06 Introduction00:35 Cash App owner pushes back against fraud claims01:57 T. Rowe Price faces headwinds 02:56 Vanguard Dividend Growth’s manager to step down04:05 Investing in the battery electric vehicle supply chain08:00 Has Vanguard’s target-date fund series lost its edge?Read about topics from this episode.Short-Seller Hindenburg Claims Block’s Cash App Is Built on FraudT. Rowe Price Continues to Face Headwinds Created by a Rising Interest Rate EnvironmentVanguard Dividend Growth’s Longtime Manager to Step Down in 2024What to watch from Morningstar.Why the Nasdaq 100 Isn’t a Particularly Good InvestmentWhy the Banking Crisis Is a Big DealWhere to Invest: Stocks or CDs?Is Berkshire Hathaway Stock a Buy After Rocky Results?Read what our team is writing:Megan PacholokJason KephartFollow us on social media.Ivanna Hampton on Twitter: @IvannaHampton  Jason Kephart on Twitter: @JasonKephartFacebook: https://www.facebook.com/MorningstarInc/   Twitter: https://twitter.com/MorningstarInc   Instagram: https://www.instagram.com/morningstarinc/LinkedIn: https://www.linkedin.com/company/5161/    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Contractors02:21 Potential TikTok Ban Could Benefit Rivals 03:18 Why the Nasdaq 100 Falls Short10:06 What You Can Learn From Your Tax ReturnRead about topics from this episode.T-Mobile Takes a Small Strategic Threat off the Table by Buying MintUber, Lyft, and DoorDash Receive a Favorable California Appeals Court Ruling; No FVE ChangesPotential TikTok Ban in U.S. Would Benefit Google, Meta, and SnapWhy the Nasdaq Isn’t a Particularly Good Investment What to watch from Morningstar. Why the Banking Crisis Is a Big DealWhere 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 JacksonChristine BenzFollow us on social media.Ruth Saldanha on Twitter: @KarishmaRuthRyan Jackson on Twitter: @TheETFObserverChristine Benz on Twitter: @Christine_BenzFacebook: https://www.facebook.com/MorningstarInc/     Twitter: https://twitter.com/MorningstarInc     Instagram: https://www.instagram.com/morningstarinc/   LinkedIn: https://www.linkedin.com/company/5161  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 ScarePfizer's Seagen Deal Should Help Offset Upcoming Patent Losses; No Fair Value Estimate ImpactMuch Has Gone Wrong for Adidas Recently, but Its Status as a Popular Global Sportswear Brand HoldsSquarespace Earnings: Resilient Retention and Strong Bookings Growth Even After Price Increases What to watch from Morningstar. 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?With IRA Deadline Looming, Don’t Make These Mistakes  Read what our team is writing: Travis MillerTom Lauricella  Damien Conover David Swartz Follow us on social media. Ivanna Hampton on Twitter: @ivannahampton  Facebook: https://www.facebook.com/MorningstarInc/     Twitter: https://twitter.com/MorningstarInc     Instagram: https://www.instagram.com/morningstarinc/   LinkedIn: https://www.linkedin.com/company/5161/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Timestamps00:00 Introduction00:27 Broadcom rides AI wave01:41 Costco shows resilience02:15 Eli Lilly cuts insulin costs03:55 Morningstar's internal sustainability team joins Investing Insights to discuss Equal Pay Day04:29 Where do women's earnings in the U.S. stand compared to men?05:30 What has research shown when companies practice pay equity?06:16 What did your team look for when they reviewed pay equity practices among big U.S. companies?07:06 3 Undervalued Stocks That Stress Equal Pay11:35 Should You Buy Stocks or a 4% CD?Read about topics from this episode.Broadcom Riding AI Wave to Robust Networking Sales in 2023; Raising FVE to $640 Per Sharehttps://www.morningstar.com/stocks/xnas/avgo/quoteCostco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valuedhttps://www.morningstar.com/stocks/xnas/cost/quoteEli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVEhttps://www.morningstar.com/stocks/xnys/lly/quote3 Stocks That Stress Equal Pay as We Observe International Women’s Dayhttps://www.morningstar.com/articles/1141925/3-stocks-that-stress-equal-pay-as-we-observe-international-womens-dayRead what our team is writing:Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallionCharity Blue https://www.morningstar.com/authors/2662/charity-blueChristine Benz  https://www.morningstar.com/authors/30/christine-benzSusan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinskiFollow us on social media.Ivanna Hampton on Twitter: @ivannahampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/    Twitter: https://twitter.com/MorningstarInc    Instagram: https://www.instagram.com/morningstarinc/  LinkedIn: https://www.linkedin.com/company/5161/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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. Timestamps00:06 Introduction 00:31 Berkshire Hathaway’s rocky results01:24 Domino’s trims sales growth outlook02:20 Intel cuts quarterly dividend03:53 What ChatGPT is and how does it work?04:39 What do Morningstar analysts say about how Google and Microsoft are planning to use chatbots?06:17 Companies like Salesforce and Adobe, they're also using AI. Can you describe how they're doing it?08:13 Artificial intelligence has been around for some time. What are some thoughts within Morningstar about this new phase of AI??09:34 What do Morningstar analysts say about how to take advantage of AI technology right now?13:14 How IRA Investors Can Avoid the 'Procrastination Penalty’     Read about topics from this episode. Berkshire Hathaway Shows Solid Operating Results Offsetting Unrealized Losses From InvestmentsIntel’s Dividend Cut Frees Up Cash, but Execution Risk Remains PalpableHow to Invest in the Right AI StocksHow IRA Investors Can Avoid the ‘Procrastination Penalty’What to watch from Morningstar.Should You Fund Your 401(k) First or Your IRA?With IRA Deadline Looming, Don’t Make These Mistakes Could Meta Make a Comeback? How Secure Act. 2.0 Changes RMD Rules  Read what our team is writing:Jakir HossainChristine Benz Follow us on social media.Ivanna Hampton on Twitter: @ivannahamptonJakir Hossain on Twitter: @JakirMHossainChristine Benz on Twitter: @Christine_BenzFacebook: https://www.facebook.com/MorningstarInc/   Twitter: https://twitter.com/MorningstarInc   Instagram: https://www.instagram.com/morningstarinc/ LinkedIn: https://www.linkedin.com/company/5161/    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 this week’s episode. Timestamps 00:06 Introduction00:36 Kraft Heinz shakes off pressure from inflation01:27 Roku exceeds Q4 expectations02:29 Cisco Systems’ core networking business leads the way03:27 Vanguard’s Unique Mutual Fund/ETF Structure04:04 In your opinion, what will be the likely impact of this patent expiring on the U.S. ETF space?04:57 How does this hybrid structure work, and what are some of its benefits06:01 On the other hand, what are some of the disadvantages, or drawbacks of the structure?07:31 What does this hybrid structure mean for investors, especially from a tax point of view?09:31 How to Make the Most of Your Retirement        Read about topics from this episode.Kraft Heinz’s Top Line Soars on the Heels of Renewed Commitment to Brand Spending; Shares a BargainRoku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line GrowthIs Cisco Stock a Buy Today?Will Other Funds Adopt Vanguard’s Unique ETF/Mutual Fund Structure?How to Make the Most of Your Retirement Accounts What to watch from Morningstar.With IRA Deadline Looming, Don’t Make These MistakesCould Meta Make a Comeback?How Secure Act. 2.0 Changes RMD RulesShould You Buy a House Right Now? Read what our team is writing:Daniel SotiroffSusan DziubinskiChristine Benz Follow us on social media. Ruth Saldanha on Twitter: @KarishmaRuthDaniel Sotiroff on Twitter: @DanielSotiroffChristine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/  Twitter: https://twitter.com/MorningstarInc  Instagram: https://www.instagram.com/morningstarinc/LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.Timestamps00:06 Introduction00:36 Disney CEO Bob Iger Plans to Cut Billions01:49 Uber’s Total Revenue Soars02:39 PayPal Faces Tough Environment03:34 AbbVie’s Long-Term Outlook04:36 America’s Racial Wealth Gap and How to Shrink It04:59 What has research shown about wage disparities when households are compared? 05:49 How are savings rates affected? 06:29 What’s the impact on building a nest egg? 06:59 What are some thoughts on building financial security through homeownership? 08:00 How could baby bonds help close the racial wealth gap? 09:15 6 IRA Mistakes to Avoid    Read about topics from this episode.Disney Reports Decent Earnings With Iger Already Reapplying His StampUber Reports Impressive Q4; Strong 2023 Growth ExpectedPayPal Remains a Unique Player in PaymentsAbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth11 Charts Examining Racial Wealth Gap What to watch from Morningstar.Could Meta Make a Comeback?How Secure Act 2.0 Changes RMD RulesShould You Buy a House Right Now?Big Banks Bracing for a Recession   Read what our team is writing:Keith Reid-ClevelandChristine BenzSusan DziubinskiFollow us on social media.Ivanna Hampton on Twitter: @IvannaHampton Christine Benz on Twitter: @Christine_Benz Facebook: https://www.facebook.com/MorningstarInc/  Twitter: https://twitter.com/MorningstarInc  Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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 Introduction00:38 Meta’s earnings beat expectations01:53 Amazon tightens its belt03:05 Pfizer posts record revenue for 202203:59 McDonald’s strong customer traffic offsets margins05:07 SPY ETF celebrates 30th anniversary05:36 What is an ETF?06:18 How did index funds’ popularity help ETFs?07:31 How has the ETF market evolved to include active ETFs?08:38 Where does the ETF market stand today?09:49 What's made SPY in particular so successful since its debut?12:23 What do you think the future holds for SPY?13:45 SPY holds the title as the world's largest ETF, but it's not the world's first, right?14:36 3 Dividend Stocks for February 2023 Read about topics from this episode.Meta’s Q4 Earnings Beat Expectations; Growth Likely to Return in the Second HalfAmazon Q4 Sales Up, Earnings Drop on Lower Customer SpendingPfizer Reports Solid Q4 Earnings But Offers Weaker OutlookMcDonald’s Margin Compression Sinks Shares After Q4 Results, but Long-Term Narrative IntactHow the World’s Largest ETFs Changed Financial Markets3 Dividend Stocks for February 2023 What to watch from Morningstar.How Secure Act 2.0 Changes RMD RulesShould You Buy a House Right Now?Big Banks Bracing for a RecessionCreate a New Financial Plan For the New Year: Part 2 Read what our team is writing.Bryan ArmourDavid Harrell Follow us on social media.Ivanna Hampton on Twitter: @IvannaHampton David Harrell on Twitter: @davidharrellFacebook: https://www.facebook.com/MorningstarInc/  Twitter: https://twitter.com/MorningstarInc  Instagram: https://www.instagram.com/morningstar...  LinkedIn: https://www.linkedin.com/company/5161/  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.