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. The bundle of Star+ and Disney+ will cost roughly $9 per month. 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 … The pricing differential is low enough that we expect very few subscribers to sign up for just Star+. 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. In the United States, Morningstar Managed Portfolios are offered by Morningstar Investment Services LLC or Morningstar Investment Management LLC, both registered investment advisers, … StockInvestorSM focuses on the activities of portfolios of Morningstar, Inc. that are invested in accordance with the Tortoise and Hare strategies. Inquiries regarding your subscription such as address changes, missing/damaged issues, etc. 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. Ratings, analysis, and other analyst thoughts are provided for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities. Oberlin College and also holds the Chartered Financial Analyst (CFA) designation. 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. Even with 86.8 million current subscribers, Disney believes that Disney+ can triple in size over the next four fiscal years. Lowe's currently expects a 2021 operating margin of 12%, while our model projects about 10.5%. LLC’s Tortoise strategy. more Clean Shares Morningstar's Guide to Fund Investing Here's how our analysis and ratings can inform how you choose funds. 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. Morningstar is willing for the Hare ... taking into account the beginning and end values of your investments … Welcome to the Morningstar Investing Classroom powered by the Financial Fitness Group. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. Build model portfolios and track your investments with our portfolio … These portfolios are managed by Morningstar Investment Management LLC, a registered investment adviser, which manages other client portfolios using these strategies.Please see new analyst notes and updates below from Morningstar Research Services for Enbridge ENB, Facebook FB, Lowe's LOW, Oracle ORCL, Uber Technologies UBER, and Walt Disney DIS.Best wishes,David Harrell,Editor, Morningstar StockInvestorEnbridge Expects a Rebound in 2021, Increases Dividend by 3%by Joe Gemino, CPA | Morningstar Research Services LLC | 12-08-20Wide-moat Enbridge announced 2021 full-year adjusted EBITDA guidance of CAD 13.9 billion-CAD 14.3 billion at its annual investor day on Dec. 8, which is above our previous forecasts. Morningstar, Inc. All rights reserved. charterholder. Morningstar Managed Portfolios Advisor and Investor Login. While antitrust laws were initially intended to foster competition by protecting rival companies, interpretations of those laws began to change in the 1970s as courts emphasized consumer welfare, not only firm size. StockInvestorSM focuses on the activities of portfolios of Morningstar, Inc. that are invested in accordance with the Tortoise and Hare strategies. The service will launch in other markets including Japan and South Korea later in 2021.For Latin America, the same general entertainment content -- with local-language programming -- will be combined with live sports from ESPN, including soccer, under the Star+ brand for $7 per month beginning in June. 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. The information contained in this document is the proprietary material of Morningstar. David joined Morningstar in 1994. We applaud this deal for two reasons. LLC’s Hare strategy. Growth in the segment offset year-over-year declines in Oracle's smaller business units, cloud license and on-premise, hardware and services, which did not come as a surprise given the segments' exposure to more legacy IT needs. He holds a bachelor's degree in economics from 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 hope you enjoy your journey to improve your financial fitness! The investment philosophy is demonstrated through two portfolios owned by Morningstar, Inc.: The Tortoise and Hare. Fund research tools and analytics for investors. Before focusing his attention on the Tortoise, Michael co-managed © The firm's network effect benefits current customers as additional users jump on the platform. Go here for important performance information. Our Managed Portfolios Professionally managed portfolios driven by our unique valuation approach with a range of risk exposures, time horizons, and investment objectives designed to meet your needs. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. Such forward-looking statements involve known and unknown risks, uncertainties and other factors which may cause the actual results to differ materially and/or substantially from any future results, performance or achievements expressed or implied by those projected in the forward-looking statements for any reason.Investments in securities are subject to investment risk, including possible loss of principal. Portfolio Manager Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities. Then, we expect to reduce our terminal selling, general, and administrative cost ratio by more than 100 basis points, to around 18%, as Lowe's captures additional benefits from operating efficiencies, leading to another $5 in fair value upside. business services, and consumer industries. However, these gains are offset by two factors. Our site uses cookies and other technologies to tailor your experience and understand how you and other visitors use our site. degree from Loyola Marymount University, an MBA from Cornell University and is a CFA Sharesight. 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. Ltd. shares his perspective on the measures announced by RBI today to revive the economy and how debt fund investors should position their portfolios… With these goals well underway, we see a clear pathway to newly laid out goals, with few hurdles in the way of success.Oracle's Q2 Beats Expectations While Leaving Some Demand on the Tableby Julie Bhusal Sharma | Morningstar Research Services LLC | 12-10-20Oracle reported second-quarter fiscal 2021 results beating CapIQ consensus estimates for revenue and adjusted earnings per share. Read More Morningstar’s Investment Management group is focused on growing your wealth, while managing … We expect the courts to side with the FTC regarding limitations on future acquisitions, but we think the likelihood of a forced breakup is low. 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. Additionally, adjusted operating margins for the quarter expanded by more than 450 basis points year over year to 47% and non-GAAP earnings per share were $1.06, compared with CapIQ consensus of $1.00.Guidance for the third quarter includes revenue growth of 3% at the midpoint while management expects adjusted earnings per share to grow at 15% at the midpoint, reaching $1.20 per share. With shares hardly moving around its $60 per share market price afterhours, we would recommend waiting for a pullback before committing capital to the wide-moat name.Revenue in the second quarter increased 2% year over year to $9.8 billion, driven by cloud services and license support sales, which were $7.1 billion, representing a 4% increase year over year. Lowering Our Outlook for Bed Bath and Beyond, Investors Should Watch Cisco's Transformation. 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). The leadership team continued to refrain from providing full fiscal year guidance due to limited visibility from the COVID-19 pandemic.Uber Technologies Will Sell ATG; Path to Profitability Becoming Clearer; Raising FVE to $61by Ali Mogharabi | Morningstar Research Services LLC | 12-08-20Uber Technologies has announced the sale of its autonomous vehicle technology business, ATG, to Aurora, an autonomous vehicle technology company, for an equity stake in Aurora. The midpoint of the guidance range represents a 4% increase from the 2020 midpoint and is in line with our expectations. Michael Corty, CFA, is the portfolio manager for Morningstar Investment Management 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. Prior to joining Morningstar in 2004, Michael worked at a public accounting firm and in The midpoint of the guidance also implies a 6% increase from 2020 expected EBITDA. Sharesight truly revolutionized the online portfolio tracking space. Matthew Coffina, CFA, is the portfolio manager for Morningstar Investment Management Second, capital expenditures should exceed the $1.7 billion average we forecast between 2021-24 (now likely to be closer to $2 billion annually). Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds Welcome to the new my.morningstar.com! Matt was previously a senior healthcare analyst, covering managed Ratings, analysis, and other analyst thoughts are provided for informational purposes only; references to securities should not be considered an offer or solicitation to buy or sell the securities.©2020 Morningstar, Inc. All rights reserved. Learn more about the changes and how our new features help your investing … 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. In addition, competition for Facebook continues to emerge. Screen and rank funds, sort funds, view fund fact sheets and fund data and information online. Analyst ratings are not guarantees nor should they be viewed as an assessment of a stock's creditworthiness. five equity strategies offered by Morningstar Investment Management LLC and Morningstar Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar, is prohibited. 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. to accept greater risk in exchange for higher total return potential. Timely investment insights from Morningstar Investment Management to help you navigate today's markets. Notably, on the earnings call, however, was Chairman Larry Ellison's comments on how Oracle's supply fell short of demand as a result of Oracle's lack of capacity in Oracle Cloud Infrastructure, or OCI,--which is Oracle's infrastructure as a services, or IaaS, offering. 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