Thu, 18 May 2017
Most investors are biased decision-makers, which can lead to irrational macroeconomic outcomes.
Although the Motorola sale and proposed stock split aren't the best for shareholders, the Internet giant has a very wide moat and excellent management, says StockInvestor editor Matt Coffina.
Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
Focused on sustainable competitive advantages and sensitive to valuation, Morningstar StockInvestor's Matt Coffina sees potential in a handful of Internet stocks today.
It will be a volatile ride, but Facebook's strong competitive advantages and growth opportunities could be the recipe for a hefty valuation, says Morningstar's Rick Summer.
Cliffs plus ceilings, the Fed plus tightening, and Google plus regulators are just some of the pairings that caught investors' interest this week.
Investors fret over Apple and emerging markets, the Fed continues its exit, and Facebook shares get over-liked.
Morningstar markets editor Jeremy Glaser digs into Microsoft's weak quarter, Google's unwelcome surprises, and brick-and-mortar retailers' continuing battle against their cyber rivals.
Morningstar analyst Rick Summer estimates a floor on the shares at $15, upside potential of $50, and a current scenario-weighted fair value of $26.
As it provides products that consumers use across the Internet, it broadens advertisers' reach.
Investors could still benefit by taking a closer look at some firms with strong positions in mobile computing.
©2017 Morningstar Advisor. All right reserved.