The exact timing of a rate increase shouldn't have a huge impact for most long-term investors. Plus, perspective on Wal-Mart's wage hike, Berkshire's energy sale, and Priceline's lift-off this week.
The retail giant's results point to longer-term margin potential, but the profitability expansion will be slow and uneven, writes Morningstar's R.J . Hottovy .
Alibaba’s lower-than-expected revenue growth is not a cause for concern as the firm continues to build its network effect, writes Morningstar’s R.J . Hottovy .
Chipotle continues to post impressive results, but the market may be underestimating long-term competitive threats, writes Morningstar’s R.J . Hottovy .
Though Apple had a record-breaking quarter, the energy slide and strong dollar have been fierce headwinds for many other firms.
We’re nevertheless maintaining our fair value estimate as PayPal continued to show good momentum, says Morningstar’s R.J . Hottovy .
The shared services agreement between eBay and PayPal should preserve the synergies between the businesses while allowing management to focus on enhancing their respective network effects, says Morningstar’s R.J . Hottovy .
The Chinese e-commerce giant’s first public update shows the power of the firm’s network effect, though shares are slightly overvalued at today’s levels, says Morningstar’s R.J . Hottovy .
Although shares are pricey, the firm wields a tremendous amount of pricing power, reinforcing its narrow moat, says Morningstar's R.J . Hottovy .
Apple Pay is clearly a potential disruption to eBay's PayPal, but we don't view mobile payments as a zero-sum game, says Morningstar’s R.J . Hottovy .