Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays

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

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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 

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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

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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 

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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 

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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

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John Rekenthaler, vice president of research for Morningstar Research Services, discusses IBM’s 401(k) plan change and why many workers would want something similar. Nic Owens, an industrials equity analyst for Morningstar Research Services, talks about how Boeing’s 737 safety issues affect the company’s outlook and stock.

Taiwan Semiconductor Manufacturing’s Improved Outlook

Citigroup’s Disappointing Q4

BP’s New CEO

IBM Retirement Accounts  

IBM’s Retirement Benefit Account vs 401(k) Match Plan

Why Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?

Advantages and Disadvantages

Will Other Companies Follow IBM’s Lead?

Boeing’s Manufacturing Flaws

FAA Safety Alert Targets Older Boeing 737s 

How Is Boeing Improving Safety Standards?

Boeing Stock Outlook

Read about topics from this episode.  

Taiwan Semiconductor Earnings: Upbeat Guidance and Lower 2024 Capital Expenditure Encouraging 

Citigroup Earnings: Turnaround Remains Complex, Expense Management Is Promising 

Despite Trimming Some Targets, BP Still Holds One of the More Aggressive Transition Strategies

Boeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per Share

Has IBM Built the Next Generation’s 401(k) Plan? 

What to watch from Morningstar.

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

5 Pieces of Good News for Investors as 2023 Wraps Up

Read what our team is writing:

Ivanna Hampton

John Rekenthaler 

Nicolas Owens 

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Sarah Hansen, Morningstar Inc markets reporter, talks about different scenarios that could provide a boost to value investing in 2024. Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains why spot bitcoin ETFs are the best option on the fund market for bitcoin investors.

00:45 BlackRock’s Earnings Surpassed Morningstar’s Expectations

01:48 Coinbase Benefits from Higher Trading Revenue

02:58 Should You Invest in Spot Bitcoin ETFs?

03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF

05:05 Bitcoin Risks to Investors

06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF

08:51 Could Value Stocks Take the Lead in 2024?

09:57 Value Stocks vs Growth Stocks

10:54 Opportunities for Investors

11:54 Are Value Stocks Making a Comeback?

Read about topics from this episode.  

BlackRock Earnings: GIP Acquisition Provides a Boost to Improving AUM Growth Forecast 

Is Coinbase Stock a Buy, a Sell, or Fairly Valued? 

Spot Bitcoin ETFs Are Here. Should You Invest? 

Will Value Stocks Take the Lead In 2024? 

What to watch from Morningstar.

AI Can Help Restaurants Innovate, But Will It Deliver Profits? 

Betting Big on Stocks Rarely Beats Boring Investing 

5 Pieces of Good News for Investors as 2023 Wraps Up 

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Read what our team is writing:

Ivanna Hampton

Sarah Hansen 

Bryan Armour 

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Sean Dunlop, an equity analyst for Morningstar Research Services, talks about how some restaurants are using artificial intelligence to tailor their menus to customers’ tastes and whether tip-flation is here to stay.  

Tech and the Restaurant Industry  

Can AI Speed Up Tech Evolution?

How Digital Adoption Can Grow Bottom Lines

"Tipflation” Frustration

Loyalty Programs Lead to Higher Customer Spending

Social Media and Advertising Buzz Restaurant Industry Forecast for 2024

Restaurant Stock Opportunities 

Read about topics from this episode.  

Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now Cheap

Restaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development Hiccup

Yum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough Backdrop

Wendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap

7 Charts On the AI Stock Boom One Year After ChatGPT’s Launch

Where Are the Growth Opportunities in AI Investing?

What to watch from Morningstar.

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Read what our team is writing:

Ivanna Hampton

Sean Dunlop, CFA

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Jack Shannon, a senior manager research analyst for Morningstar Research Services, explains why some active fund managers’ bets on their highest conviction stock picks paid off, but their portfolio performance may not have shown it.

What is a “Big Bet”?

Active Managers Are Increasing Their Big Bets

Did Big Bets Help or Hurt Portfolios?

Wagering and the Magnificent Seven

Can Market Concentration Explain Big Bets?

Best and Worst Bets Over the Last 25 Years

Did Winning Stock Pickers Beat The Benchmark Again?

Key Takeaway for Investors

Read about topics from this episode.  

The Best and Worst Mutual Fund Bets of the Past 25 Years

How Have the Magnificent Seven’s Earnings Been Looking?

Here’s Why Active ETFs Are So Hot Right Now

Large-Growth Active Fund Managers Have Faced an Uphill Battle

10% Stock Weights Are No Longer Shocking for Funds. Should They Be?

What to watch from Morningstar.

Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re Gone

Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?

Timing the Market Doesn’t Work — We Did the Math

Make the Most of Your HSA Benefits and Investments in 2024

Read what our team is writing:

Ivanna Hampton

Jack Shannon

Follow us on social media.

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