Morningstar Inc
U.S. stocks too expensive? Morningstar’s top exec reveals where he’s investing instead
Attractive returns and a breadth of opportunities are among the reasons the U.S. market historically reigns supreme among investors. However, one market watcher considers U.S. stocks to be expensive and is now seeking opportunities in cheaper markets with what he sees as better risk-adjusted returns. “We believe markets outside the U.S. are more attractive than […]
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Why exchange-traded funds are a ‘growth engine’ of active management
ETF Strategist Why exchange-traded funds are a ‘growth engine’ of active management Published Wed, Nov 27 20241:07 PM EST Greg Iacurci@GregIacurci WATCH LIVE Source
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Morningstar names cheap stocks in a sector that ‘deserves a place in everybody’s portfolio’
Top Morningstar strategist David Sekera says there’s one sector that “deserves a place in everybody’s portfolio” right now — the energy sector. Speaking to CNBC’s “Street Signs Asia” last week, the firm’s U.S. markets strategist said the energy sector was trading at a 5% discount and is set to “do well, especially if we get […]
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Forget AI chips: These traditional semiconductor stocks are set to soar 70%, says Morningstar
Morningstar has urged investors to shift their focus away from the much-hyped AI chip sector. Instead, the equity research firm highlighted four traditional semiconductor makers it considers undervalued, with two picks potentially offering more than 70% upside. Morningstar’s note comes amid a surge in demand for AI accelerators, particularly Nvidia ‘s graphics processing units (GPUs). […]
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Chip stocks have been through wild swings, but analysts still like these names — giving one 97% upside
Semiconductor stocks have been volatile. Last Friday, the VanEck Semiconductor ETF fell 11.6% in a day. Overall, the index has plunged 26% since mid-August, including Friday’s declines. Before that, the index was going through wild swings, first diving in July before recovering in early August, then tumbling again. The ETF is still up about 27% […]
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It’s too late to buy utilities — a red-hot AI play — except for 2 stocks, says top Morningstar strategist
Utilities stocks have been a red-hot play off the artificial intelligence boom, with AI leading to the need for much power. The Vanguard Utilities ETF, for instance, has soared nearly 21% year-to-date, more than the S & P 500’s 18%. But the sector has now run too far, according to Morningstar’s Dave Sekera. He said Morningstar […]
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‘Long-term opportunity’: Morningstar analyst names 2 luxury stocks to buy right now
Amid a broad sell-off in luxury stocks, one Morningstar analyst sees promise in the sector, revealing her top picks. “The luxury sector has been quite richly valued for the last couple of years,” Jelena Sokolova, senior equity analyst at Morningstar, told CNBC Pro. She said that amid the broad sell-off, “opportunities will start to emerge […]
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Buy this ‘cheap’ REIT — it’s set to offer a yield of nearly 7%, Morningstar says
Real estate is one corner of the market that investors are moving into , as expectations of interest rate cuts grow. Markets are betting that this month’s inflation data will give the U.S. Federal Reserve justification to cut rates, as it has repeatedly said consumer prices need to come down for that to happen. It’s […]
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These are the stocks to play the next ‘bottleneck’ in AI, according to the pros
There’s been a lot of talk about artificial intelligence’s current phase: infrastructure building. That has obvious benefits for chipmakers such as Nvidia and hyperscalers like Amazon , Microsoft and Alphabet . Hyperscalers provide the massive cloud computing power needed for AI applications, and analysts have predicted the growing need for more data centers as they […]
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