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 Q1Ford’s Cutting Costs After UAW StrikeCVS 2024 Outlook TrimmedWalmart Stock SplitWhy Is Walmart Splitting Its Stock?Will This Stock Split Help Investors?What to Look for in Walmart’s Earnings Walmart Stock Spot Bitcoin ETFsHow Much Money Went Into The Spot Bitcoin ETF Launch?ETF FlowsHow to Calculate ETF Flow NumbersNew 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 ConditionsSpot 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 HamptonNoah Rohr Ruth Saldanha  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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 DividendBoeing on Pause for Quality ControlNovo Nordisk’s Strong Sales in Q4The Gaming Industry and Online Gambling  Flutter on the NYSEFanDuel vs. DraftKingsOnline Sports BettingGambling Stocks3 Investing Lessons Investors Can Start Practicing TodayDon’t Go Chasing Market PerformanceWhy 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 InvestingAI 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/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

In this podcast, we discuss Tesla's slower growth in 2024, Verizon's strong Q4 results, and Netflix's booming subscriber growth. We also dive into the total cost of owning an ETF and explore why the costs of ETFs vary. Additionally, we debate when the Fed might start cutting interest rates and analyze the benefits and risks of this decision. Overall, an informative and timely episode!

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 OutlookCitigroup’s Disappointing Q4BP’s New CEOIBM Retirement Accounts  IBM’s Retirement Benefit Account vs 401(k) Match PlanWhy Did IBM Switch from a 401(k) Match to the Retirement Benefit Account?Advantages and DisadvantagesWill Other Companies Follow IBM’s Lead?Boeing’s Manufacturing FlawsFAA Safety Alert Targets Older Boeing 737s How Is Boeing Improving Safety Standards?Boeing Stock OutlookRead 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 StrategiesBoeing: We Quantify the Fallout from 737 Manufacturing Defects Between $1 and $30 Per ShareHas IBM Built the Next Generation’s 401(k) Plan?  What to watch from Morningstar.Why Now Is the Time for Value InvestingAI Can Help Restaurants Innovate, But Will It Deliver Profits?Betting Big on Stocks Rarely Beats Boring Investing5 Pieces of Good News for Investors as 2023 Wraps Up Read what our team is writing:Ivanna HamptonJohn Rekenthaler Nicolas Owens  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

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 Expectations01:48 Coinbase Benefits from Higher Trading Revenue02:58 Should You Invest in Spot Bitcoin ETFs?03:36 Spot Bitcoin ETF vs Bitcoin Futures ETF05:05 Bitcoin Risks to Investors06:15 What Investors Should Consider Before Buying a Spot Bitcoin ETF08:51 Could Value Stocks Take the Lead in 2024?09:57 Value Stocks vs Growth Stocks10:54 Opportunities for Investors11:54 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 HamptonSarah Hansen Bryan Armour  Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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” FrustrationLoyalty Programs Lead to Higher Customer SpendingSocial Media and Advertising Buzz Restaurant Industry Forecast for 2024Restaurant Stock Opportunities  Read about topics from this episode.  Toast Earnings: Shares Fall on Lofty Expectations and Slowing Restaurant Sales and Are Now CheapRestaurant Brands Earnings: Global Systemwide Sales Growth Encouraging, Modest Development HiccupYum Earnings: Digital Strength and Value Orientation Should Defend Results Despite Tough BackdropWendy’s Earnings: Solid Digital and International Progress Encouraging; Shares Slightly Cheap7 Charts On the AI Stock Boom One Year After ChatGPT’s LaunchWhere Are the Growth Opportunities in AI Investing? What to watch from Morningstar.Charlie Munger, Warren Buffett Built Berkshire Hathaway to Thrive After They’re GoneWhy are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing:Ivanna HamptonSean Dunlop, CFA Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

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 BetsDid Big Bets Help or Hurt Portfolios?Wagering and the Magnificent SevenCan Market Concentration Explain Big Bets?Best and Worst Bets Over the Last 25 YearsDid 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 YearsHow Have the Magnificent Seven’s Earnings Been Looking?Here’s Why Active ETFs Are So Hot Right NowLarge-Growth Active Fund Managers Have Faced an Uphill Battle10% 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 GoneWhy are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024 Read what our team is writing:Ivanna HamptonJack Shannon Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/ 

Topics discussed in the podcast include the Federal Reserve signaling an end to hiking interest rates, the bond market's performance, the AI boom and the success of chip makers, the performance of the 'magnificent seven' stocks, and the competition among obesity drug makers. Other topics include the positive performance of bonds in 2023 and factors to consider in 2024 for investors.

Sarah Hansen, Morningstar Inc markets reporter, discusses why optimism and worry loom over the holiday shopping season. Gregg Warren, strategist for Morningstar Research Services, talks about how Munger’s passing will impact Berkshire and his outlook for the company. He also shares one of his favorite quotes from the sharp-witted investing legend. Instacart’s CompetitionLululemon’s Q3 Beats Morningstar’s ExpectationsHoliday Shopping Season and Consumer SpendingRetailers’ MoodSales ExpectationsHow the Loss of Charlie Munger Could Impact Berkshire HathawayCharlie Munger & Warren Buffett Laid the Groundwork for a Successful TransitionMorningstar’s Outlook on Berkshire Hathaway’s StockHow Charlie Munger and Warren Buffett Inspired InvestorsFavorite Charlie Munger Quote Read about topics from this episode.  Instacart: Market Dominance at Risk With Heightened CompetitionLululemon Earnings: Strong Momentum Leading Into a Competitive Holiday PeriodNovember Jobs Report Shows Steady Strength In HiringMarkets Brief: Why Investors Should Pay Extra Attention to Shopping Trends This HolidayWhy Berkshire Hathaway’s Success Will Continue After Charlie Munger ... and Warren Buffett  What to watch from Morningstar.Why are Active ETFs Everywhere, and Are Investors Abandoning Mutual Funds?Timing the Market Doesn’t Work — We Did the MathMake the Most of Your HSA Benefits and Investments in 2024Headwinds Hold Airlines Back, But Check Out These Travel Stocks for the Holidays Read what our team is writing:Sarah HansenGreggory WarrenIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/Twitter: https://twitter.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/

Explore the rise of active ETFs and the factors driving their popularity. Discover the advantages of active ETFs over mutual funds, such as cost efficiency and transparency. Get insights on three ETF picks for making money through higher interest rates. Learn about the successful performance of AVLV Fund and its potential with higher rates.