Where to Find Bargain Stocks in an Expensive Market
David Harrell, editor of Morningstar’s StockInvestor newsletter, investigated stock valuation trends from a watchlist with 120 names across the market. He reveals which stocks are relative bargains. The Evolution of the Morningstar Style BoxWhat Is the Value-Growth Score for Stocks?Why Investors Should Look Deeper Than Overall Market TrendsInvestigating Stock Valuation Trends on the Tortoise and Hare WatchlistSmall-Cap Stock FindingsAre There Any Mega-Cap Stocks on Morningstar StockInvestor’s Watchlist? Which Stocks Earned the Minimum Value-Growth Score?Which Stocks Earned the Maximum Value-Growth Score? What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode. Subscribe to the StockInvestor Newsletter3 Top Value Stocks to Buy and Hold for 202511 Newly Overvalued StocksTop 15 Value-Creating Stocks of the Past DecadeWeekly Market Update: Stocks Rise 1.35% as Tech Sector GainsJohn Rekenthaler: ‘The House Is With You When You’re Investing’Market Barometer What to watch from Morningstar.These 4 Dividend ETFs Strike the Right Balance for Income InvestorsVanguard Fee Cuts May Be Small, But They’re a Win For InvestorsHow Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Read what our team is writing:David HarrellIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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12:15
These 4 Dividend ETFs Strike the Right Balance for Income Investors
Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, explains how dividend income and dividend growth strategies work. He also discusses why four dividend ETFs from Vanguard and Schwab earn top marks.Comparing Income and Growth Dividend ETF StrategiesBlindspots in Dividend ETF InvestingAre Company Payouts Expected to Increase Over Time for Dividend Growth ETFs?Judging the Performance of Dividend ETF Strategies What is Factor Investing?Writing Your Factor Exposure Checklist for Dividend ETFsGold-Rated Dividend Growth ETFs from VanguardWhy is Vanguard’s Dividend Income Strategy Impressive?Why Schwab’s Dividend ETF Is Worthy of a Gold Rating What's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investingin Read about topics from this episode. The Top High Dividend ETFs for Passive Income in 2025Is It Time to Reconsider Dividend Funds?How to Choose a Dividend FundHow to Maximize the Tax Efficiency of an ETF Portfolio3 Great US ETFs for 2025 and BeyondWhat to watch from Morningstar.Vanguard Fee Cuts May Be Small, But They’re a Win For InvestorsHow Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund Read what our team is writing:Bryan ArmourIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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10:46
Vanguard Fee Cuts May Be Small, But They’re a Win For Investors
Dan Sotiroff, a senior manager research analyst for Morningstar, explains how lower fees on dozens of Vanguard investments will likely benefit both investors and the popular money manager. Plus, we hear from the hosts of our new podcast, The Morning Filter. David Sekera, Morningstar's chief US market strategist, and Susan Dziubinski, an investment specialist at Morningstar Inc., discuss how they cut through the noise of the stock market each week.Vanguard Fee Cuts 2025Why Is Vanguard Cutting Fees Now?6 Noteworthy Vanguard Funds and ETFs With Cheaper Expense Ratios Vanguard Signals to Investors to Consider Bond FundsIs Vanguard’s New CEO Putting Pressure on BlackRock to Lower Fees?Has the “Race to the Bottom” of Cheaper Fund Fees Started Again?What Lower Fund Fees Mean for Vanguard Investors in the Long TermHow Vanguard Can Keep and Grow Their Customer BaseWhat’s New in the MarketsIntroducing The Morning Filter PodcastHow The Morning Filter Brings Unique Insights to ListenersWhat to Expect from The Morning Filter’s Weekly Analysis of Stock Picks and Pans MarketOutlook 2025: What Investors Can Expect How Investors and Advisors Learn from The Morning FilterWhat's next is now at the Morningstar Investment Conference. Register now to get to the source for cutting-edge research, expert insights, and thorough analysis.https://www.morningstar.com/business/events/morningstar-investment-conference?refid=investinginRead about topics from this episode. Vanguard Cuts Fees on Nearly 90 Funds and ETFsVanguard in 2025: What Investors Need to KnowSubscribe to The Morning Filter on Apple podcasts, or wherever you stream podcasts.3 Stocks to Buy Before They Bounce Back What to watch from Morningstar.How Inflation, Tariffs, and More Could Impact Your Finances in 2025Why Inflation Still Poses a Risk to Stocks and Bonds in 2025Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors? Read what our team is writing:Daniel SotiroffDavid SekeraSusan DziubinskiIvanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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19:47
How Inflation, Tariffs, and More Could Impact Your Finances in 2025
Preston Caldwell, senior US economist for Morningstar Investment Management, discusses the Federal Reserve’s interest-rate decision, his outlook for inflation in 2025, and the potential impact of US tariffs.Fed Meeting January 2025: Was Pausing Interest-Rate Cuts a Good Move? Outlook for Inflation in 2025How a Strong Jobs Market Fits into the Fed’s OutlookWhy Mortgage Rates Rose When Interest Rates FellWhen is the Next Fed Meeting in 2025?Are Interest Rates Going Down in 2025?How Mass Deportations Could Affect Businesses and ConsumersHow US Tariffs Could Affect Consumer Goods PricesTracking Inflation, Financial Conditions, and the Housing Market Read about topics from this episode. What Trump’s Proposed Tariffs Would Mean for the Economy Forecasts for December PCE Report Show Continued Improvement on Core Inflation Fed Hits the Pause Button, Awaits Further Data Amid Policy Uncertainty An Investor’s Guide to the Next Trump Administration What to watch from Morningstar.Why Inflation Still Poses a Risk to Stocks and Bonds in 2025 Active ETFs vs Mutual Funds: What to Know Before Picking a New FundIt's Getting Easier to Invest in Private Assets. What Does That Mean for Investors?Where Investors Can Find the Highest Bond Yields in 2025 Read what our team is writing:Preston Caldwell Ivanna Hampton Follow us on social media.Facebook: https://www.facebook.com/MorningstarInc/X: https://x.com/MorningstarIncInstagram: https://www.instagram.com/morningstar... LinkedIn: https://www.linkedin.com/company/5161/
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19:28
Introducing The Morning Filter
Follow The Morning Filter on Apple Podcast to hear new episodes on Monday mornings.https://podcasts.apple.com/us/podcast/the-morning-filter/id1792280057