Stock Market News & Analysis
stocks
3 undervalued US growth shares with moats
Growth continues to capitivate investors but care should be taken to not overpay.
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BHP lobs all-share proposal for Anglo American
Our view on the potential acquisition and what BHP gets with Anglo American
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Kogan grappling with muted consumer demand
Sales growth misses our expectations and we downgrade our earnings outlook for 2024 and 2025.
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Tesla earnings plunge and shares surge
Our long-term thesis remains the same for the shares of the electric vehicle giant.
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Are you an investment historian or a futurist?
Each approach has its advantages—and drawbacks.
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Brambles shares fall on poor trading update
The shares had the largest one day fall in two years but our view remains unchanged.
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Only 2.4% of companies deliver all net shareholder wealth
Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove active investing is rewarded?
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Will earnings from these 10 AI stocks live up to the hype?
What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
stocks
20 US stocks to buy and hold forever
Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.
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3 undervalued US value shares with moats
Value continues to underperform but it may be a function of how we think about the investing style.
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Undervalued energy producer reports earnings
Guidance creditably maintained despite cyclones.
stocks
Undervalued bank reports earnings
Shares jump but the operating environment remains difficult and we lower our fair value.
video
Impact of the supermarkets code of conduct
Morningstar Director of Equity Research Johannes Faul explains the impact of the political hot water that Coles and Woolworths face.
stocks
Four cheap wide moat ASX stocks
We follow Buffett’s adage to find great companies trading at attractive prices.
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