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- Morningstar.com
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- audio
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- Business,
- Interview,
- Investing,
- Personal Finance,
- Retirement,
- Stock Market
Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
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Submit ReviewIn 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.
JPMorgan Beats Earnings, Grows Deposits, and Raises Revenue Outlook.
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
How Do Vanguard’s Target-Date Funds Stack Up?
Why the Nasdaq 100 Isn’t a Particularly Good Investment
Read what our team is writing:
Follow us on social media.
Leslie Norton on Twitter: @leslienortonnyc
Ivanna Hampton on Twitter: @IvannaHampton
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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
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?
Read what our team is writing:
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/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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
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:
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/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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.
Short-Seller Hindenburg Claims Block’s Cash App Is Built on Fraud
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
Where to Invest: Stocks or CDs?
Is Berkshire Hathaway Stock a Buy After Rocky Results?
Read what our team is writing:
Follow us on social media.
Ivanna Hampton on Twitter: @IvannaHampton
Jason Kephart on Twitter: @JasonKephart
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstarinc/
LinkedIn: https://www.linkedin.com/company/5161/
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.
T-Mobile Takes a Small Strategic Threat off the Table by Buying Mint
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
the-nasdaq-isnt-a-particularly-good-investment.aspx">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:

Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Ryan Jackson on Twitter: @TheETFObserver
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
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.
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:
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/
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 Pay Day
04:29 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 Pay
11:35 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 Share
https://www.morningstar.com/stocks/xnas/avgo/quote
Costco’s Resilience Proves Its Ongoing Relevance and Brand Strength; Shares Fairly Valued
https://www.morningstar.com/stocks/xnas/cost/quote
Eli Lilly’s Insulin Price Cut Should Address Government’s Critical Eye; but no Impact on FVE
https://www.morningstar.com/stocks/xnys/lly/quote
3 Stocks That Stress Equal Pay as We Observe International Women’s Day
Read what our team is writing:
Allie McCallion https://www.morningstar.com/authors/2642/allie-mccallion
Charity Blue https://www.morningstar.com/authors/2662/charity-blue
Christine Benz https://www.morningstar.com/authors/30/christine-benz
Susan Dziubinski https://www.morningstar.com/authors/12/susan-dziubinski
Follow 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/
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 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 Investments
Intel’s Dividend Cut Frees Up Cash, but Execution Risk Remains Palpable
How to Invest in the Right AI Stocks
How 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
How Secure Act. 2.0 Changes RMD Rules
Read what our team is writing:
Follow us on social media.
Ivanna Hampton on Twitter: @ivannahampton
Jakir Hossain on Twitter: @JakirMHossain
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/
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 Introduction
00:36 Kraft Heinz shakes off pressure from inflation
01:27 Roku exceeds Q4 expectations
02:29 Cisco Systems’ core networking business leads the way
03:27 Vanguard’s Unique Mutual Fund/ETF Structure
04:04 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 benefits
06:01 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 Bargain
Roku Posts Strong End to 2022, but Weak Ad Revenue Market Will Hurt 2023 Top-Line Growth
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 Mistakes
How Secure Act. 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Read what our team is writing:
Follow us on social media.
Ruth Saldanha on Twitter: @KarishmaRuth
Daniel Sotiroff on Twitter: @DanielSotiroff
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/
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 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 Stamp
Uber Reports Impressive Q4; Strong 2023 Growth Expected
PayPal Remains a Unique Player in Payments
AbbVie Posts Solid Q4, but Competitive Pressures to Limit Long-Term Growth
preview.morningstar.com/specials/11-charts-examining-the-racial-wealth-gap">11 Charts Examining Racial Wealth Gap
What to watch from Morningstar.
How Secure Act 2.0 Changes RMD Rules
Should You Buy a House Right Now?
Big Banks Bracing for a Recession
Read what our team is writing:
Follow 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/
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