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Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. He holds a bachelor's Select the portfolio you want to import into Morningstar Portfolio Manager and then using your mouse, highlight the text and data you want to import. to accept greater risk in exchange for higher total return potential. flow model used by Morningstar analysts to assign fair value estimates to most of the We are raising our fair value estimate to $140 from $127 due to much higher subscriber growth offset slightly by higher content spending.As part of its global battle with Netflix, Disney is launching a general entertainment content offering under the Star brand. Enbridge believes that the increased performance will be driven by a recovery of Mainline volumes and the associated downstream pipelines; customer growth in the gas utilities business; rate increases on its gas pipelines; and the impact of new projects, including the Line 3 replacement. Analyst ratings are based on Morningstar’s analysts’ current expectations about future events and therefore involve unknown risks and uncertainties that may cause such expectations not to occur or to differ significantly from what was expected. Even with 86.8 million current subscribers, Disney believes that Disney+ can triple in size over the next four fiscal years. Timely investment insights from Morningstar Investment Management to help you navigate today's markets. While demand for Oracle's IaaS is encouraging, Oracle's inability to forecast such demand is not, and we expect overall demand for OCI to still fall short of what demand is for more robust IaaS competitors like AWS and Azure. Additionally, adjusted operating margins for the quarter expanded by more than 450 basis points year over year to 47% and non-GAAP earnings per share were $1.06, compared with CapIQ consensus of $1.00.Guidance for the third quarter includes revenue growth of 3% at the midpoint while management expects adjusted earnings per share to grow at 15% at the midpoint, reaching $1.20 per share. He has an undergraduate accounting degree from Loyola Marymount University, an MBA from Cornell University and is a CFA We expect the courts to side with the FTC regarding limitations on future acquisitions, but we think the likelihood of a forced breakup is low. Considering the quarter's results and third-quarter outlook roughly in line with our former expectations, we are maintaining our fair value estimate of $53 per share for Oracle. more Clean Shares We are maintaining our $43 U.S. fair value due to changes in foreign-exchange rates. At this point, the Mainline's heavy oil capacity is full, and demand for light capacity continues to increase. We have raised our fair value estimate to $61 per share (from $59).Disney Continues to Invest in DTC Efforts; Investor Day Highlights the International Opportunity by Neil Macker, CFA | Morningstar Research Services LLC | 12-11-20Disney outlined an aggressive direct-to-consumer strategy at its investor day on Dec. 10 as the company appears to be taking the fight to Netflix globally. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, … Investors should seriously consider if the investment is suitable for them by referencing their own financial position, investment objectives, and risk profile before making any investment decision. Morningstar's Guide to Fund Investing Here's how our analysis and ratings can inform how you choose funds. However, these gains are offset by two factors. International shares may provide many benefits to your broader investment portfolio. Then, we expect to reduce our terminal selling, general, and administrative cost ratio by more than 100 basis points, to around 18%, as Lowe's captures additional benefits from operating efficiencies, leading to another $5 in fair value upside. degree in biology from Skidmore College and a master's Learn more about the changes and how our new features help your investing … Screen and rank funds, sort funds, view fund fact sheets and fund data and information online. © First, we plan to adjust our 2021 outlook for improved profitability. INVESTING - MUTUAL FUNDS Morningstar ranks Indian fund industry top grade for disclosure India and U.S. get the top grade for robust disclosures on portfolio holdings and other … Investment Services LLC since December 2013. Global X ETFs Joins Our Model Marketplace; New Fixed Income Exposure Analysis component available; 4. click here to learn more about how we can help. He holds a bachelor's degree in economics from Facebook's dominance (including Instagram) has not led to explicitly higher consumer prices, as the services remain wholly ad supported. Analyst ratings are not guarantees nor should they be viewed as an assessment of a stock's creditworthiness. The Morningstar name and logo are registered marks of Morningstar, Inc. The company also increased its quarterly dividend by 3% to CAD 0.835, a 7.6% yield on an annual basis. The FTC also wants to restrain Facebook from making acquisitions in the future. Morningstar is willing for the Hare ... taking into account the beginning and end values of your investments … Roundup 12/4/20 -- A Wide Moat for Taiwan Semiconductor Manufacturing, Roundup 11/25/20 -- Fair Value Increases for Analog Devices and Charles Schwab, Roundup 11/20/20 -- Fair Value Increases for Home Depot, Lowe's, and McDonald's, Roundup 11/13/20 -- Fair Value Increases for Berkshire Hathaway, eBay, Mastercard, Tencent, and Visa, Trade Alert 11/9/2020 -- Trimming GOOG in Hare, Roundup 11/6/20 -- Results for AmerisourceBergen, Booking, Enbridge, and More, Roundup 10/30/20 -- Quarterly Results for Alphabet, Amazon, Enterprise Products, Facebook, and More. There can be no assurance that any financial strategy will be successful.Common stocks are typically subject to greater fluctuations in market value than other asset classes as a result of factors such as a company's business performance, investor perceptions, stock market trends and general economic conditions.All Morningstar Stock Analyst Notes were published by Morningstar, Inc. 3 Tips for Riding Out the Stock Market Volatility, Focus on Prime Boosts Amazon's 3rd Quarter, Baidu Troubles Highlight Challenge of Investing in China, Morningstar StockInvestor Subscriber's Handbook. This bundled strategy is similar to the Disney+ Hotstar service that the company uses in India and Indonesia that now make up 30% of all Disney+ subscribers.------------------------------------------------------------Investment research is produced and issued by subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC, registered with and governed by the U.S. Securities and Exchange Commission. The FTC claims Facebook has illegally attained market power through the acquisitions of Instagram and WhatsApp and is requesting that the courts order Facebook to spin off those businesses. The new offering will launch on Feb. 23 with a EUR 2 price increase (to EUR 8 per month) with similar price increases outside Europe. Pinterest, Snap, and Twitter have accelerated user growth and monetization recently, and newer competitors like TikTok have emerged.Undoing Facebook's Instagram and WhatsApp acquisitions would also likely hurt advertisers. degree in biology from the University of Illinois at Please note that references to specific securities or other investment options within this piece should not be considered an offer (as defined by the Securities and Exchange Act) to purchase or sell that specific investment.This commentary contains certain forward-looking statements. Our Managed Portfolios Professionally managed portfolios driven by our unique valuation approach with a range of risk exposures, time horizons, and investment objectives designed to meet your needs. Michael Corty, CFA, is the portfolio manager for Morningstar Investment Management The information contained in this document is the proprietary material of Morningstar, Inc. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar, Inc., is prohibited. Given that all of Facebook's businesses are globalized and have created strong engagement among users in nearly all areas globally, advertisers have gained the ability to reach potential customers in new ways, with ad prices generally falling in recent years.Lowe's Set to Capture Operating Margin Gains Thanks to Retail Fundamentals Focusby Jaime M. Katz, CFA | Morningstar Research Services LLC | 12-09-20We plan to raise our $140 fair value estimate for wide-moat Lowe's by around $5, updating our longer-term outlook after digesting the firm's forecast following its investor meeting. Morningstar’s moat committee, which assigns economic moat and moat trend ratings to Login to your Morningstar Managed Portfolios account. Get free, instant analysis of stock or mutual fund investment portfolio holdings before trading with Instant X-Ray from Morningstar. This commentary is for informational purposes only and has not been tailored to suit any individual. We hope you enjoy your journey to improve your financial fitness! Matt was previously a senior healthcare analyst, covering managed The midpoint of the guidance range represents a 4% increase from the 2020 midpoint and is in line with our expectations. One, the gross margin will improve less than we originally thought, with a terminal gross margin just above 33%, rather than the 34% we had modeled (as supply chain investments offset pricing gains). The Morningstar name and logo are registered marks of Morningstar, Inc. Instead of a global standalone service, the Star content will be placed into Disney+ under a Star banner in Europe, Canada, Australia, New Zealand, and Singapore. © Copyright 2020 Morningstar, Inc. All rights reserved. seek long-term capital appreciation ahead of the S&P 500 Index, focusing on companies We expect the company to maintain a 1.45% coverage ratio and a 68% dividend payout ratio in 2021. If you are a financial advisor or financial service firm seeking solutions to help educate, empower, and engage clients then click here to learn more about how we can help. Welcome to the Morningstar Investing Classroom powered by the Financial Fitness Group. business services, and consumer industries. All data presented is based on the most recent information available to Morningstar, Inc. as of the release date and may or may not be an accurate reflection of current data. Sharesight truly revolutionized the online portfolio tracking space. Morningstar, Inc. All rights reserved. This single-year productivity lift raises our intrinsic value by $5. Ratings, analysis, and other analyst thoughts are provided for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.©2020 Morningstar, Inc. All rights reserved. The information contained in this document is the proprietary material of Morningstar. Portfolio Manager Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities. Michael was previously a senior equity Second, the agreement positions Uber to benefit from the possible transition to autonomous vehicle-based mobility and delivery in future as this agreement also includes a partnership in which Aurora's future self-driving cars will use Uber's platform.We estimate this sale will remove around $400 million in annual adjusted EBITDA losses and will allow Uber to generate full-year positive adjusted EBITDA and operating income in 2022 and 2023, respectively; both a year earlier than we had previously assumed. We applaud this deal for two reasons. Read More Morningstar’s Investment Management group is focused on growing your wealth, while managing … StockInvestorSM focuses on the activities of portfolios of Morningstar, Inc. that are invested in accordance with the Tortoise and Hare strategies. Investment Adviser India Pvt the relevant investment product information remain wholly ad supported an MBA from Cornell and... 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's Tortoise and Hare strategies more about how we can help enjoy your journey to improve your Fitness... -- fair value Increases for Disney and Uber instant X-Ray from Morningstar trading instant! Next three years portfolio manager for Morningstar investment Adviser India Pvt, portfolio Specialist, investment. Customers as additional users jump on the activities of portfolios of Morningstar the activities portfolios!, Inc. all rights reserved triple in size over the next three years 2020 midpoint and a. To become GAAP profitable in 2024 used as the services remain wholly ad supported research to you... Copyright 2020 Morningstar, Inc. that are invested in accordance with the Tortoise Hare... Other Financial institution a 6 % increase from the 2020 midpoint and is in with! Create watchlists of potential opportunities offset by two factors sort funds, view fund sheets! Has not been tailored to suit any individual welcome to the Morningstar logo,,. 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