2 Cheap Dividend Aristocrats to Buy for 2025 – Morningstar
Stocks covered in this article Susan Ziubinski: Hello. I'm Susan Ziubinski from Morningstar. Dividend Aristocrats are companies that have increased their dividends for at least 25 consecutive years. To support this type of annual dividend growth, these companies typically maintain competitive advantages and healthy balance sheets. And because of their reliable dividend growth, these companies' […]
After Earnings, Is Broadcom Stock a Buy, a Sell, or Fairly Valued? – Morningstar
broadcom AVGO announced its third quarter financial results on December 12th. Here's Morningstar's take on Broadcom's earnings and stock price: Morningstar Key Metrics for Broadcom Thoughts on Broadcom's third quarter results Broadcom reported revenue of $14.1 billion for the October quarter, up 8% from the previous quarter. Longer term, management estimates the viable market size […]
3 ETFs Full of Wide-Moat Stocks – Morningstar
ryan jackson: Some of the best stocks are a step ahead of their rivals. The Morningstar Economic Moat Rating measures a company's competitive advantage by evaluating its strength and sustainability. An edge that lasts 20 years deserves a wide moat rating. A 10-year advantage gains a narrow moat. And stocks that are likely to keep […]
Morningstar names cheap stocks in a sector that ‘deserves a place in everybody’s portfolio’ – CNBC
David Sekera, a top strategist at Morningstar, says there is one sector that “deserves a place in everyone's portfolio” right now: energy. The firm's U.S. market strategists told CNBC's “Street Signs Asia” last week that the energy sector is trading at a 5% discount and that it “stands well, especially if we enter a further […]
ETF Winners and Losers: Election Edition – Morningstar
Following Donald Trump's victory in the 2024 US presidential election, bank stocks and exchange-traded funds (ETFs) holding Bitcoin soared, while solar power generation ETFs and commodity ETFs fell. Stocks rose on Wednesday; Morningstar US Market Index It increased by 3.9%. Small-cap stocks that underperformed in 2024 rose further. Morningstar U.S. Small Cap Index 5.5% increase. […]
Markets Brief: Is 16% a Good Return? – Morningstar
Emerging markets outperform The fourth quarter started on a positive note for investors. of Morningstar US Market Index Despite the brief period of panic that plagued investors in August and September, it rose 6% compared to the third quarter. However, these gains were overshadowed by markets outside the United States. Developed markets excluding the US […]
How to Spend More in Retirement – Morningstar
The 4% guideline for retirement spending is a good starting point when determining whether you have enough money to retire. However, it was developed assuming a worst-case scenario for the market, and the market often performs much better than that. In an excerpt from my new book, How to Retire: 20 Lessons for a Happy, […]
MorningStar Founder Rick Joyner Condemns Chris Reed’s Resignation as ‘Disrespectful’
Morning Star Ministries founder Rick Joyner claimed Sunday that the ministry has ample evidence that former leader Chris Reed lied about having a physical relationship with a student in order to be promoted to leadership, when that should have disqualified him. “I don't believe in going into the details, you know what I'm saying? I'm […]
4 RMD Mistakes to Avoid – Morningstar
If you’ll be 73 or older by the end of this year, you’ll need to take required minimum distributions from your traditional retirement plan, Simplified Employee Pension (SEP), or Employee Savings Incentive Match Plan (Simple IRA). If you have assets in your employer’s plan, you may also need to take an RMD from that account. […]
Morningstar strategist names 3 under-the radar stocks – CNBC
The stock market has fared well so far, with the S&P 500 index rising above 5,000 this month. However, continued political tensions and uncertainty over when the US Federal Reserve will cut interest rates have raised questions about which sectors will perform well, with many market participants predicting that 2024 is of the view that […]