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:

 Year-End To-Do's, Dividends, and Oracle | File Type: audio/mpeg | Duration: 00:28:47

On this week's episode, we look at Johnson & Johnson, beating the market, and bucket maintenance.

 RMD Traps to Avoid, Gold-Rated Funds That Are Taking a Beating, and More | File Type: audio/mpeg | Duration: 00:28:25

This week on the podcast: Ed Slott on RMD mistakes to avoid; evaluating fund laggards; why electricity demand is about to get a jolt; Gold-rated funds that are taking a beating; bond funds that should benefit from a flight to quality; and analyzing slowing home sales.

 Portfolio Makeovers, Volatility, and Exxon's Dividend | File Type: audio/mpeg | Duration: 00:30:10

Our analysts discuss China, Exxon, fund winners and losers, and healthcare stocks on this week's episode.

 Investing Insights: GM's Restructuring, Healthcare, and Ed Slott on Charitable Giving | File Type: audio/mpeg | Duration: 29:19

We examine qualified charitable distributions, Caterpillar, and Comcast on this week's episode.

 Investing Insights: How Does a Restaurant Carve Out a Moat? | File Type: audio/mpeg | Duration: 29:32

A special presentation from Morningstar Management Behind the Moat Conference.

 Investing Insights: Adobe, Healthcare Trends, and RMDs | File Type: audio/mpeg | Duration: 38:32

This week on the podcast: 3 impressive low-volatility funds; 5 key retiree healthcare trends; opportunity in this wide-moat software firm; Russ Kinnel asks when will active managers feel the pain; we highlight our latest HSA plan grades; and Vanguard’s Maria Bruno talks required minimum distributions.

 Investing Insights: What a Democratic House Means for Investors, Medicare Open Enrollment, and More | File Type: audio/mpeg | Duration: 31:13

This week on the podcast: T. Rowe Price’s year of fund upgrades; tips for Medicare open enrollment; Baird’s Tim Steffen discusses year-end tax planning; Alec Lucas analyzes this world large-stock option; Aron Szaprio on the implications of the midterm elections for investors; and dividends in the cereal aisle.

 Investing Insights: Facebook and GE Earnings, Target-Date Funds, Boston Beer, and More | File Type: audio/mpeg | Duration: 22:43

This week on the podcast: Earnings flow in with GE and Facebook in the spotlight; an upgrade for this midcap value fund; Vanguard's Fran Kinniry on portfolio construction amid lower returns; popular target-date funds; funds that could be cash alternatives; and as the Red Sox celebrate their World Series win, Boston Beer looks expensive.

 Investing Insights: Earnings From 3M, AT&T, Verizon, Tesla, and More | File Type: audio/mpeg | Duration: 28:10

This week on the podcast: Earnings results from 3M, AT&T, Verizon, and Tesla; Dividend opportunities in the energy sector; Christine Benz interviews Vanguard’s Joe Davis; Sarah Bush’s take on this PIMCO ETF; and Russ Kinnel on fund flows.

 Investing Insights: Christine Benz Interviews Jack Bogle, Netflix Earnings, and More | File Type: audio/mpeg | Duration: 25:42

This week on the podcast: highlights from Christine Benz’s interview with Vanguard founder Jack Bogle; earnings results from Johnson & Johnson, Netflix, and IBM; 3 ETFs for Dividend Seekers; and opportunities in electric vehicles.

 Investing Insights: Fund Upgrades and Downgrades, AT&T vs Verizon Dividends, REITs, and More | File Type: audio/mpeg | Duration: 24:13

This week on the podcast: Four big fund upgrades and downgrades; What you should consider in a “forever home”; Telecom dividends; a fund pick in the nontraditional bond category; market-cap-weighted index funds are not broken; and two undervalued REITs.

 Investing Insights: New(ish) Gold-Rated Funds, CVS, and More | File Type: audio/mpeg | Duration: 18:09

This week on the podcast: Three funds that recently joined the Gold-rated fund club; a powerful merger with CVS-Aetna; a foreign large-growth fund on our radar; value in big tobacco; an undervalued narrow-moat utility; and healthcare shocks in retirement.

 Investing Insights: Fed Rate Hikes, Coke and Pepsi Dividends, Sustainable Investing, and More | File Type: audio/mpeg | Duration: 18:37

This week on the podcast: The Fed hiked interest rates this week, and we think banks are fairly valued; David Blancett says targeting a specific date to stop working may not be an ideal strategy; Coke vs. Pepsi dividends; American Beacon SGA Global Growth is on our radar; wide-moat Mondelez looks undervalued; Jon Hale on his takeaways from recent ESG conferences.

 Investing Insights: Morningstar's Top Picks for Retirement Portfolios | File Type: audio/mpeg | Duration: 38:16

This week on the podcast: Christine Benz lays out our best investment ideas and how to structure a portfolio in retirement.

 Investing Insights: Ford vs. GM, A Blueprint for a Million Dollar 401(k), and More | File Type: audio/mpeg | Duration: 35:27

This week on the podcast: It’s Ford versus GM dividends; Russ Kinnel on a 401(k) milestone; Patricia Oey discusses Vanguard’s Tax-Managed Balanced fund; Ilyce Glink on investing in real estate; Baird’s Mary Ellen Stanek analyzes the bond market; and a medalist upgrade for JPMorgan Small Cap Equity.

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