Investing Insights show

Investing Insights

Summary: Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.

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Podcasts:

 Funds for Yield Seekers, A Favorite Networking Stock, and 3M | File Type: audio/mpeg | Duration: 00:27:47

In this week’s podcast, Josh Aguilar on whether 3M is a good stock for dividend seekers, Christine Benz discusses what’s missing from her streamlined 3-funds portfolios, Nick Watson with an attractive small-cap value fund, Russ Kinnel shares his three favorite actively managed world-stock funds, Matthew Dolgin offers a best idea in networking, and Alex Bryan with three diverse funds for yield seekers.

 Top Small-Cap Funds, Protecting Finances from Cognitive Decline, A Stock With 30% Upside | File Type: audio/mpeg | Duration: 00:22:29

In this week's podcast, funds run by topnotch managers, an excellent deep value fund, and cheap oilfield services companies.

 Fixing Social Security, Favorite Mid-Cap Funds, and More | File Type: audio/mpeg | Duration: 00:23:27

In this week’s podcast, Dan Wasiolek shares his favorite dividend-paying stocks in the travel and leisure industry, Christine Benz talks with Baird’s Tim Steffen about how to fix Social Security, Russ Kinnel with three of his favorite mid-cap funds, Dan Romanoff on why we like undervalued Guidewire, Dan Sotiroff on some solid broad foreign index funds from Fidelity, and Karen Andersen on what the elimination of rebates could mean for drug manufacturers.

 Large-Caps, 529s, and a Wide-Moat Pick | File Type: audio/mpeg | Duration: 00:30:03

On this week's podcast, mad-money ideas, frontier markets, and QCD mistakes to avoid.

 Morningstar Investment Conference | File Type: audio/mpeg | Duration: 00:33:05

In this special edition of the podcast, we highlight what managers and practitioners had to say at the 2019 Morningstar Investment Conference.

 35 Years of Empowering Investor Success | File Type: audio/mpeg | Duration: 01:02:11

This week on the podcast, we are celebrating Morningstar’s 35th Anniversary with a roundtable discussion between founder and executive chairman Joe Mansueto, Morningstar managing director Don Phillips, and Morningstar CEO Kunal Kapoor about Morningstar’s past, present and future. Stay tuned after the discussion for a brief video about what it means to us to empower investor success.

 Berkshire Hathaway’s Valuation, 3 Funds That Have Lost Their Mojo, and More | File Type: audio/mpeg | Duration: 00:28:48

This week on the podcast, our analysts take a look at three funds that’ve been downgraded due to manager losses, Christine Benz discusses whether retirees need bonds, Abhinav Davuluri takes a look at earnings in the semiconductor industry, Ben Johnson discusses Morningstar’s latest research about fund fees, Dan Culloton talks about a promising international fund on our radar, and Gregg Warren discusses Berkshire Hathaway’s valuation.

 A Solid Dividend, Funds for Retirees, and More | File Type: audio/mpeg | Duration: 00:25:35

On this week's podcast, low-volatility ETFs, a pick among California utilities, and funds for retirees.

 3 Equity Funds, Michael Kitces on Likability, and More | File Type: audio/mpeg | Duration: 00:25:49

This week on the podcast, Christine Benz shares three equity funds from her model portfolios for retirees, Damien Conover reveals what he expects from big pharma this earnings season, special guest Michael Kitces talks about the role likability plays when choosing an advisor, Sarah Bush explains why a well-liked bond fund was recently downgraded, Eric Compton discusses what bank earnings say about the health of the economy, and Russ Kinnel shares four of his favorite niche funds.

 Michael Kitces, REITs, Value ETFs, and More | File Type: audio/mpeg | Duration: 00:32:47

On this week's podcast, special guest Michael Kitces on sequence of return risk, a good world-allocation fund, and new retirement legislation.

 First-Quarter Review, Christine Benz on Managing Cash in Retirement, and More | File Type: audio/mpeg | Duration: 00:35:52

This week on the podcast, Russ Kinnel discusses the dominant performance of growth strategies during the first quarter, Sarah Bush talks about the bond market’s performance so far this year, Ben Johnson recaps the first quarter in ETFs, Christine Benz on how to manage cash in retirement, Jake Strole with a high-quality yet undervalued insurer, and our analysts share 3 good funds having a great year.

 Defense and Aerospace Dividends, Tax Benefits of HSAs, Auto Sales, and More | File Type: audio/mpeg | Duration: 00:23:42

This week on the podcast, Chris Higgins on Defense and aerospace dividend opportunities; a Gold-rated target-risk series from Vanguard; Dan Sotiroff on Passive Foreign-Stock Funds; Christine Benz on the tax benefits of health savings accounts; two funds to consider for non-US exposure; and Dave Whiston on auto sales this year.

 Lyft IPO, IRA Tips For Later in Life, and More | File Type: audio/mpeg | Duration: 00:25:57

This week on the podcast, Ali Mogharabi on what Lyft is worth, Christine Benz with fixed-income ETFs for retirees, Ariel’s John Rogers with two of his favorite mid-cap stocks, Brian Moriarty on the state of the high-yield bond market, Eric Compton with ratings changes in the bank sector, and Christine Benz with IRA contribution tips for later in life.

 Last-Minute IRA Tips, Steady Dividend Payers, and More | File Type: audio/mpeg | Duration: 00:22:16

This week on the podcast, Christine Benz with tips for last-minute IRA contributions, Damien Conover with undervalued health-care stocks with secure dividends, Russ Kinnel with the recipe for finding “fantastic” funds, Erin Lash with high-quality and underpriced packaged goods stocks, Alfonzo Bruno with a strong inflation hedge from Vanguard, and Ariel’s John Rogers on the changing face of value investing.

 Morningstar's Picks for IRAs | File Type: audio/mpeg | Duration: 00:30:43

This week on the podcast, our experts offer their mutual fund and ETF ideas for funding an IRA.

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