Wed, 19 Nov 2014
Third Quarter Hiccup
Apple's gross margins likely will shrink over time, but the market is underestimating the long-term potential of the iPhone , says Morningstar's Brian Colello.
An iPhone unit sales record and a shift toward the higher-end 7 Plus models were the highlights of the tech giant's very good quarter.
Apple had a solid holiday, but disappointing guidance underscores the challenges in its quest to expand its user base, says Morningstar's Brian Colello.
Companies that have solid intellectual property and very strong portfolios around software will continue to drive earnings growth and are good long-term holdings, says Morningstar's Grady Burkett.
Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.
New hit products could provide some upside for Apple but aren't needed to support the current valuation, says Morningstar's Brian Colello.
Panel discussion: TCW's Laird Landmann, Loomis Sayles' Elaine Stokes, and Gibson Smith of Janus explore potential areas of opportunity in the credit markets, the prospect of a liquidity crisis, and more.
Five stats from the market and the stories behind them. This week: More trouble for China , Facebook gets mobilized, Boeing still going, and more.
Some posters view pessimism as a contrarian indicator, while others are taking a muted approach to investing in emerging markets .
New product pipeline buzz and management’s bullishness on holiday revenue growth overshadow modestly disappointing third-quarter revenue, says Morningstar’s Brian Colello.
We chatted with GMO's Ben Inker about where the markets are offering the best rewards and the biggest risks.
©2017 Morningstar Advisor. All right reserved.