Welcome to the Morningstar Investing Classroom powered by the Financial Fitness Group. Timely investment insights from Morningstar Investment Management to help you navigate today's markets. There is no assurance that the data will remain the same.Disclosure:The commentary, analysis, references to, and performance information contained within Morningstar® StockInvestorSM, except where explicitly noted, reflects that of portfolios owned by Morningstar, Inc. that are invested in accordance with the Tortoise and Hare strategies managed by Morningstar Investment Management LLC, a registered investment adviser and subsidiary of Morningstar, Inc. References to "Morningstar" refer to Morningstar, Inc.Opinions expressed are as of the current date and are subject to change without notice. As a result of its plans and content investment, management outlined a much higher outlook for Disney+, calling for 230 million-260 million subscribers by fiscal 2024, up considerably from the April 2019 forecast of 60 million-90 million. 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. Prior to joining Morningstar in 2004, Michael worked at a public accounting firm and in Sharesight. We expect the company to maintain a 1.45% coverage ratio and a 68% dividend payout ratio in 2021. Lowering Our Outlook for Bed Bath and Beyond, Investors Should Watch Cisco's Transformation. If you are a financial advisor or financial … Even if Facebook is forced to spin off Instagram and WhatsApp, its shareholders may ultimately benefit; we estimate that the three companies could fetch more than our $306 fair value estimate for Facebook if valued separately.Our skepticism concerning a forced Facebook breakup is based primarily on our review of how interpretation and enforcement of antitrust acts have changed over time. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. Read More Morningstar’s Investment Management group is focused on growing your wealth, while managing … Investment Services LLC since December 2013. Portfolio Manager Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities. Working with Portfolios; Select "Free" View Only ESG Company Level Data Added to Morningstar … Despite the uptick, the stock remains highly undervalued.Facebook's Legal Battles With FTC and States Could Provide Upside; Maintaining $306 FVEby Ali Mogharabi | Morningstar Research Services LLC | 12-10-20The Federal Trade Commission and 47 states have filed separate antitrust suits against Facebook. five equity strategies offered by Morningstar Investment Management LLC and Morningstar Springfield. A mutual fund is a type of investment vehicle consisting of a portfolio of stocks, bonds, or other securities, which is overseen by a professional money manager. Unlike Hulu, the U.S. content will only be sourced from the firm's library and studios such as 20th Century and FX and supplemented with local language content. var day = new Date(); Before focusing his attention on the Tortoise, Michael co-managed 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. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. to accept greater risk in exchange for higher total return potential. Matt also developed the discounted cash He has an undergraduate accounting He holds a bachelor's degree in economics from Also, competition exists in the social network market, where switching costs are minimal. Sign in or sign up for a Morningstar Basic membership, to access our trusted personal finance expertise, investment screeners, and portfolio management tools. 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. David Harrell is the editor of Morningstar DividendInvestor, a monthly newsletter that focuses on dividend income investment strategy.For illustration purposes, issues highlight activities pertaining to a Morningstar, Inc. portfolio … 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. The pricing differential is low enough that we expect very few subscribers to sign up for just Star+. 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. Go here for important performance information. degree in biology from Skidmore College and a master's StockInvestorSM focuses on the activities of portfolios of Morningstar, Inc. that are invested in accordance with the Tortoise and Hare strategies. The investment philosophy is demonstrated through two portfolios owned by Morningstar, Inc.: The Tortoise and Hare. The objective of Morningstar, Inc.’s Hare Portfolio is to degree in biology from the University of Illinois at Sharesight truly revolutionized the online portfolio tracking space. 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. Fund research tools and analytics for investors. degree from Loyola Marymount University, an MBA from Cornell University and is a CFA Uber will also invest $400 million in Aurora when the deal closes (likely in the first quarter of 2021), after which Uber will own around 26% of Aurora. Oberlin College and also holds the Chartered Financial Analyst (CFA) designation. Roundup 12/11/20 -- Fair Value Increases for Disney and Uber. Phone: 1-800-957-6021 | Mon-Fri 8:30AM-5:00PM, Inquiries regarding technical issues such as logging in or downloading, Inquiries regarding your subscription renewal, billing or to learn about other Morningstar investment publications and resources, Phone: 1-866-608-9570 | Monday-Friday 8AM-5PM CST, Please see new analyst notes and updates below from Morningstar Research Services for. We continue to expect the firm to become GAAP profitable in 2024. To use Instant X-Ray, enter stock or fund ticker symbols and specify an allocation for each investment … This single-year productivity lift raises our intrinsic value by $5. 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. LLC’s Hare strategy. Michael also spent several years on Before making any investment decision, investors should read and consider all the relevant investment product information. First, we plan to adjust our 2021 outlook for improved profitability. Morningstar, Inc. All rights reserved. Inquiries regarding your subscription such as address changes, missing/damaged issues, etc. 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. Build model portfolios and track your investments with our portfolio … This commentary is for informational purposes only and has not been tailored to suit any individual. Matt was previously a senior healthcare analyst, covering managed Recall Marvin Ellison had arrived as CEO at Lowe's just six months prior to the company's last investor day and laid out qualitative 2020 goals that included realizing benefits from its turnaround efforts, driving market share gains through its omnichannel investments, and increasing profitability. Analyst ratings are not guarantees nor should they be viewed as an assessment of a stock's creditworthiness. Morningstar Managed Portfolios Advisor and Investor Login. The market reacted favorably to the company's business update, and the stock is up over 1% on a day when the general market is stagnant and oil is down. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, … flow model used by Morningstar analysts to assign fair value estimates to most of the 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. Impressively, Lowe's could now reach nearly 13% operating margin in 2025, above the 11.5% we had been expecting.With surpassing the prior 2018 investor goal for sales per square foot (SSF) of $370, Lowe's has lifted its SSF target to $460, elevated by merchandising shifts that should help increase inventory turns and throughput (more local merchandising, labor hours allocated more efficiently). Hare Portfolio. The Weekly Roundup contains all Analyst Notes that relate to holdings in Morningstar, Inc.'s Tortoise and Hare Portfolios. companies in its global coverage universe. Morningstar's analysts are employed by Morningstar, Inc. or its subsidiaries. The Morningstar name and logo are registered marks of Morningstar, Inc. 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. Welcome to the Morningstar Investing Classroom powered by the Financial Fitness Group. However, these gains are offset by two factors. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Matthew Coffina, CFA, is the portfolio manager for Morningstar Investment Management Screen and rank funds, sort funds, view fund fact sheets and fund data and information online. The bundle of Star+ and Disney+ will cost roughly $9 per month. Michael Corty, CFA, is the portfolio manager for Morningstar Investment Management the business lending arm of a major commercial bank. Morningstar, Inc. and Morningstar Investment Management LLC shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or their use. business services, and consumer industries. care and pharmaceutical services companies. 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. Uber CEO Dara Khosrowshahi will also have a seat on Aurora's board. International shares may provide many benefits to your broader investment portfolio. Login to your Morningstar Managed Portfolios account. Morningstar appears to base its recommendations on an unbiased scale, while the Zacks Investment Research rating system is based solely on giving its members the most potential … Analyst ratings are not guarantees nor should they be viewed as an assessment of a stock's creditworthiness. 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. In addition, we encourage you to read this important disclosure. 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. The company also increased its quarterly dividend by 3% to CAD 0.835, a 7.6% yield on an annual basis. Guidance also implies a 6 % increase from the University of Illinois at Springfield Investing powered. 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