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Guzman's business has made an impressive start to the new fiscal year. We still have our doubts on valuation levels.

My main focus in August was sharing our analysts' thoughts in earnings season. I also uncovered what could be the world's most hated investing theme.

ASX set to open higher, while US stock indexes ended mixed but on path to end the month with gains.

There’s little room for error.

This is one of our favourites from the wave of actively managed ETFs that have been introduced in Australia.

Most people want to get rich but there is more to life. 

These shares are trading at levels that are materially overvalued.

Morningstar maintains our fair value estimate after latest earnings.

ASX set to open lower, after US indexes fell on tech-stock selloff.

There are no good and bad investments. There are good and bad investments for each of us.  

Latest earnings result beats our estimate but investors remain unimpressed.

Long-term trends and low costs can help investors decide between active and passive funds.

WiseTech and Brambles shares surged after earnings. Our analysts also liked what they saw and upgraded their Fair Value estimates.

Morningstar’s Director of Personal Finance covered the short lived market meltdown, why you should copy professional fund managers and the capital cycle. 

Nathan Zaia thinks Commonwealth Bank's results and outlook look solid. But he's yet to meet anybody who thinks the stock is cheap.

The capital cycle teaches us that too much money chasing new investment opportunities leads to bad outcomes for investors. Is AI and private capital next? 

ASX set to open lower, while U.S. stocks edged slightly higher as traders awaited Nvidia earnings.

Tyro posted stronger than expected profits but Shaun Ler thinks the quality of those earnings was lower and the market reaction was too positive.That doesn't mean the shares aren't attractive. 

NIB and Endeavour saw their shares slump after earnings. Our analysts think investors have overreacted. 

And six ways that you can try to close the gap.

Hedge fund Bridgewater Associates recently investigated the largest US stocks in history. Morningstar's James Gruber looked at lessons for investors. 

Morningstar’s Senior Investment Specialist discusses issues that contribute to financial health and some of the building blocks for investing.

ASX set to open higher, after US stocks finished mixed.

The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.

August brought a fresh wave of data on what some famous US funds have been buying and selling. These five buys by A-list managers look cheap.

The owner of Bunnings, Kmart and Officeworks reports on Thursday. Here are three things our analysts are looking out for.

"We view it as a conglomerate of stellar businesses"

Chris Bedingfield sees inconsistencies between monetary policy and inflation.

Sales momentum is building and the shares are trading at a 54% discount to our fair value.

This week's Investing Compass episode goes through the two strategies and the circumstances for which they suit, based on Morningstar and Vanguard research.

ASX set to open higher, after US Fed chair gives bright green signal on interest-rate cuts.

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.

Another ASX200 heavyweight reports on Wednesday. Here's what our analyst is looking out for and where the stock's valuation sits today.

Strong recovery bodes well for the company.

These undervalued stocks with wide and narrow moats have increased their dividends for 25 consecutive years or more.

Mark LaMonica answers a reader question on whether Aussie investors should be holding back on international investments due to a weaker Australian dollar.

Mark answers a question from Alan about creating a portfolio that you don’t change for your investment life.

WiseTech, Westpac, Domino's, a2 Milk, Judo and Charter Hall were just some of the ASX companies making headlines this week.

Many ASX companies fall short of replicating their domestic advantages offshore. This Aussie owned company experiences the opposite.

ASX set to open lower, after US markets were on edge ahead of Fed Chair's speech.

Impressive full year results lifted the neobank's valuation even higher. The rally may be overdone.

There's been little debate on how spending changes as people progress through retirement. Yet, it's a critical issue as it can have a significant impact on the level of savings required at the point of retirement.

With Nvidia’s Data Center Business driving their investment thesis, here’s what we think of Nvidia stock.

It hasn't been smooth sailing for these two companies recently. But our analysts disagree with how markets are assessing their future prospects.

According to our analysts, these three ASX companies lie at very different points on the valuation spectrum.

How often they accurately predict a recession, and how often they’re late to the party.

The shares trade at a 65% discount to our fair value estimate. 

ASX set to open higher, after US stocks rose on positive signs from the Fed.

The postpandemic recovery continues. 

The wide-moat share is trading at a 67% premium to our fair value.

Shares jumped over 8% after reporting results.

CSL's Behring division shone but markets were left underwhelmed by the company's guidance for 2025.

Missing expectations but Morningstar's Adrian Atkins thinks the market's reaction is overdone.

The shares yield close to 3% which is the highest level in 4 years.

Has the share price run too far or is there room for further gains?

Pro Medicus reported another strong set of results. It continues to trade at a lofty valuation.

Our analysts disagree with how the market is valuing these ASX companies. Next week’s earnings reports could offer some clues as to whether we are right.

We leave our fair value unchanged but the shares are trading at a 11% discount.

Our view after the shares have appreciated over 42% in the last year. 

We heard from some of the heavy weights in the ASX 200 including CBA and CSL.

We reaffirm our full year guidance and the firm remains undervalued.

An enviable brand but supplier problems have derailed the shares which remain undervalued.

Investors cheer the latest results as the distribution is lifted 6%. 

Hundreds of thousands of Australians have no intention of running down their super to $1 on the day they die.

Steve Eisman recently shared some thoughts on the US election, Bitcoin and two equity trends he sees as era defining.

Morningstar’s retirement bootcamp is designed to help people still in the workforce and already retired address challenges and achieve the best retirement outcomes.

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

BHP, Rio Tinto and Fortescue have fallen meaningfully this year due to weakness in China. Are they attractive?

ASX set to open lower, after major US benchmarks slipped.

A flexible withdrawal method for retirement accounts may be beneficial for some retirees.

Plus, what Berkshire Hathaway bought and sold last quarter and why Buffett might’ve sold so much Apple stock.

This week’s Investing Compass episode looks at what the asset class is, why it has grown in popularity and whether investors should take on private credit in their portfolios. 

An exploration of popular ASX 200 ETFs by comparing IOZ, STW and an equal weighted option. 

ASX set to open higher, after US stocks kept riding their hot streak Monday.

The new tax on super over $3 million brings alternatives into play for tax efficiency. For investors who can be bothered juggling different types of pools, there are ways to avoid the tax on unrealised gains.

If we ignore history we are doomed to repeat it. Investors have been tripped up again and again by too much capital chasing seemingly attractive opportunities.

Warren Buffett made waves by revealing he’d sold almost 50% of his shares in Apple in the second quarter. The sale shows that Buffett remains at the peak of his powers.

ASX set to open lower, while US stocks rose Friday on confidence the economy is headed for a soft landing.

Firstlinks readers weigh in on what you need to know to enjoy life after work.

ASX set to open higher, after US stocks advanced on stronger-than-expected retail-sales report.

Changing your investment approach can make a significant difference in returns over the long-term. 

After the helping the ASX to record highs, Commonwealth Bank will probably be a significant drag on the overall share market in coming years. This is critical when deciding asset allocation in diversified long-term portfolios.

Should you give your children their inheritance before you die? It's a thorny question asked more often as Baby Boomers in Australia grow older and die richer. Do they leave larger bequests or help buy the kids a home?

ASX set to open higher, after US stocks rise on cooling inflation data.

Names like Sony and GSK are still cheap despite impressive earnings beats for Q2 2024.

Morningstar's Ahmed Khan dials in from Canada to discuss Crowdstrike's product, sticky moat sources and whether the company can move past July's outage.

ASX set to open higher, after US stocks rallied on Tuesday in response to a tame inflation report.

Since the introduction of compulsory super, the industry has pushed its members to put as much as possible into super. It has been a disservice to anyone entering retirement who could have owned a home instead.

Berkshire Hathaway has taken some profits on two of its top holdings.

Forget the five Olympic rings. Morningstar's Brian Han thinks Nine Entertainment is a five star stock.

The ASX 200's biggest stock reports its full year earnings tomorrow. Here is what Morningstar's banking analyst thinks investors want to see from Commonwealth Bank.

ASX set to open higher, after US stocks ended mixed ahead of inflation data and earnings from Home Depot and Walmart.

The debate on energy and the environment seems dominated by divergent views, from climate change denial to ending fossil fuels now. Here’s an attempt at a more objective take, using the latest science as a guide.

This week’s Investing Compass episode looks at the manic-depressive episodes of Mr. Market

ASX set to open higher, after a bumpy week in U.S. markets.

Recently, I spent time in hospital for pneumonia. Health issues can clarify what really matters, and one thing became clear to me: 99% of what we think is important is either irrelevant or doesn’t need our immediate attention. 

With strong expectations for iPhone growth, here’s what we think of Apple stock. 

ASX set to open higher, after U.S. equities surged on easing fears about the health of the economy. 

With increased revenue and steady infrastructure investment, here’s what we think of Alphabet stock.

In response to a previous article on delaying establishing an SMSF, Meg explains why she started early, long before she began in the SMSF industry. Anyone who expects to build a decent super balance should think ahead.

How to find great companies at attractive prices that align with your individual investment goals.

Roger Montgomery opines on how investors should approach stocks continuing to rise in an increasingly precarious economic environment

The ASX 200's third biggest company reports earnings on Tuesday. Here's what Morningstar's CSL analyst Shane Ponraj will be looking out for.

ASX set to open lower, after U.S. stocks fell, reversing early gains as the market's rebound faltered.

Warren Buffett’s sweetest investment demonstrates how stocks need not be growth companies to create fortunes.

The second part of our series explores the benefits of paying off the entire mortgage and the impact of changes in home values and interest rates.

Featuring Morningstar’s cheapest Wide Moat stock relative to our analyst’s estimate of Fair Value.

Audinate's forecast for 2025 sent its shares sharply lower. Here's what went wrong and what we think matters in the long-term.

These funds are very different but all get top marks from our research team. Some of their biggest holdings also look cheap.

Our monthly update detailing the short- and long-term performance of major indices.

KiwiSaver assets increased, ending the quarter at NZD 110.8b, up around $3.5b for the quarter. This follows a $4b increase in the first quarter of the year.

If you feel the urge to take action during market volatility, try these approaches.

The market appears to be going through a fit of irrationality. Investors would be wise to steer clear of letting an unpredictable market dictate their next move.

ASX set to open lower, after U.S. stocks gained as worries about an impending recession receded slightly.

Debates about retirement tend to focus on the financial aspects: income, tax, estates, wills, and the like. Less attention is paid to the psychological challenges of retirement, which can often be more demanding.

Two of the mega-cap stocks that led the market higher are undervalued.

Morningstar Investment Management’s Asia Pacific Chief Investment Officer Matt Wacher talks market volatility with Morningstar’s Director of Personal Finance Mark LaMonica.

We take a different view than the market on Woodside shares.

3 stocks have had sell-offs and are in five star territory

ASX set to open lower, after the stock-market selloff extended around the world..

While we recommended that investors underweight US equities in 2022, conditions in 2024 are much different.

Fair value estimate for the stock raised on better profit and cost forecasts.

Investors are piling into an undervalued stock, and two gold medalist ETFs. 

Why doing nothing resulted in a 18,000% return. 

It's a surprise how rarely we see ‘spouse contribution splitting’ in SMSFs. This type of splitting is a special rule that effectively allows someone to ‘give’ some of their super contributions to their spouse.

This week’s Investing Compass episode looks at whether investors should hedge against risks such as currency.

ASX set to open lower, after U.S. stocks slid on jobs fears.

A healthy couple entering retirement can expect at least one of them to live for 30 more years. What do the 30-year asset performance charts say about returns, ignoring the pessimism that the future will be worse?

Shares are up 25% year to date but still screen as undervalued.

For decades, it’s been a truism that taking greater risks with stocks should equate to higher returns. New research casts doubt on that and suggests investing in ‘boring’ stocks and industries may be a better bet.

These two ASX shares have economic moats and may be appealing to those looking for dividend income.

My journey to find an income generating ETF for my portfolio.

ASX set to open lower, after U.S. stocks tumbled amid signs of a cooling economy.

A self managed super fund can offer investors more control and, in many cases, greater choice over their retirement investments. But are the extra costs and admin burdens worth it?

Morningstar energy analyst Mark Taylor discusses progress at Santos' two big growth projects, the outlook for gas demand, and why Santos shares look cheap.

These shares trade far above our analysts’ estimate of Fair Value. Any mishaps could result in a pullback that makes their stocks more attractive.