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This week’s Investing Compass episode uses the GyG IPO as an example on how investors can conduct a back of the envelope common sense check on a stock's valuation or current price.

ASX set to open lower, after US benchmarks slipped on Friday.

Morningstar analyst Shane Ponraj discusses the latest clinical trial results from Eli Lilly.

Our view of both companies after the acquisition. 

Joseph's articles in June featured a look at Guzman and other fast-food shares, reflections on trading too much and pointers for a confident retirement.

ASX set to open higher, following modest gains on Wall Street.

This share is trading 31% below our fair value.

The two biggest players in the market appear poised to dominate for years to come.

Discounted cash flow model? Technical analysis? ASX Bets? Knowing what to look for when evaluating an investment can feel overwhelming. 

Revised guidance reflects weak margins but poised for recovery.

Retirement can last more than 30 years, necessitating thoughtful planning. Many miss workplace friendships, identity, status, expertise, and routine, but these can be replaced with renewed activities and purpose.

ASX set to open lower, after tech giants pushed the Nasdaq higher.

Morningstar’s Director of Personal Finance covered the retirement, income and investing and the dangers of never having enough during June.

There were positives and negatives in the full year 2024 results.

An income portfolio should include both high yields and the potential for dividend growth. I’ve outlined 5 opportunities for investors with high yields.

ASX set to open lower, after Nvidia pushed the Nasdaq, S&P 500 higher.

Warren Buffett is widely regarded as the most successful investor ever. Rather than keep his secret sauce hidden, he's shared his knowledge for decades, so why aren't more investors able to replicate his methods and success?

Morningstar’s Senior Investment Specialist discusses why investing isn't always about delayed gratification.

We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them. Here's a 24-point checklist of the most important issues to address.

At a certain point common sense has to prevail with any investment.

ASX set to open higher, after falls in US tech stocks drove a mixed session on Wall Street.

All but a couple of shares in this industry have sold off. Our analysts think these three high quality companies have fallen too far. 

This week’s Investing Compass episode goes through what we can learn from top performing stocks. 

After an acquisition bid for Premier’s Apparel Brands business Myer shares soared but the combination may exacerbate existing risk to the business.  

A new report suggests Australian housing is twice as expensive as that of the US and UK on a price-to-income basis. It also reveals that it’s cheaper to live in New York than most of our capital cities.

Some industries are moaty by nature. One that is deeply out of favour offers a prime example.

ASX set to open lower, after a mixed session on Wall Street.

Things to consider as you hire, work with, and consider parting ways with a financial adviser.

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).

ASX set to open higher following a pullback on Nasdaq.

An income portfolio should include both high yields and the potential for dividend growth. I’ve outlined 7 opportunities for investors.

We view the proposed tie up as value-dilutive but the shares remain undervalued. 

Hyperion and Schroders take different investment approaches but the contrasts can inform all investors on how to view markets.

Perhaps, but our analysts think its closest ASX peer offers far better value.

I recently set a goal and worked out the required rate of return for my retirement portfolio. The results gave me plenty to think about.

Why a leading Australian financial commentator has tilted her portfolio to the US and Morningstar’s top ETF pick for US exposure.

ASX set to open lower, with U.S. markets closed for Juneteenth.

Morningstar's Michael Malseed interviews First Sentier's Dawn Kanelleas and Maple-Brown Abbott's Phil Hudak. 

ASX set to open lower, after tech shares again lifted the Nasdaq, S&P 500 to fresh records highs.

Want to improve investment returns? Take a page from the way women invest.

Debt recycling involves replacing or 'recycling' the debt in your family home with tax-deductible debt from investments. While some see it as risky, Peter Thornhill believes there are ways to mitigate that risk and enhance your wealth.

Our analysts think these companies enjoy durable competitive advantages with the potential to last for at least 20 years. The shares also look cheap.

ASX set to open higher, after tech rally lifts US benchmarks.

This week’s Investing Compass episode looks at the hard data behind whether timing the market can work

A Morningstar report explores if the benefits of global investing can be achieved by investing in global companies trading on local exchanges.

No matter who is president, equities ride a favorable tide.

We recommend shareholders participate in equity raise.

There seems to be more confusion than clarity about the mechanics of how the new $3 million super tax is supposed to work. Here is an attempt to answer some of the questions from my previous work on the issue.

ASX set to open lower, after mixed session on Wall St, and selloff in Europe.

Women will be the biggest beneficiaries of Australia’s $3.5 trillion intergenerational wealth transfer. How they invest will shape markets and the wealth management industry in the coming decade

Is the proposed deal a winner for shareholders?

ASX set to open lower, after mixed session on Wall Street.

People love new things, and investors are no different. But there's something to be said for older businesses that have a proven formula for success.

Morningstar Equity Analyst Lochlan Halloway discusses Guzman's upcoming IPO. 

We were pleased with the newly announced Apple Intelligence suite of features.

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

We believe the bid is an attempt to capitalise on share price weakness. 

I love investing in out of favour companies with strong financial positions. Here are three cheap ASX shares that could fit the bill.

ASX set to open lower, after US stocks ended mixed.

These four stocks have had an awful twelve months. Morningstar's analysts weigh in on whether they offer good value yet. 

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

ASX set to open lower, after a quiet session on Wall Street.

We are often quoted life expectancy at birth but what matters most is how long we should live as we grow older. It is surprising how short this can be for people born last century, so make the most of it.

These screen-busting shares might look expensive at first glance. But our analysts think they are materially undervalued.  

Investors are using this strategy to increase their income. This week's episode looks at the mechanics of a covered call and the investors it may suit.

Morningstar initiates coverage prior to the June 20th ASX listing.

ASX set to open higher after a mixed session on Wall Street.

This narrow moat share is still trading below our fair value estimate. 

Morningstar Equity Analyst Roy Van Keulen goes through the case for Life360.

5 Investing Compass episodes that are crowd favourites. 

ASX set to open higher, after tech stocks lifted US benchmarks.

The stocks of these companies with a history of dividend increases look undervalued today.

ASX set to open lower, after US stocks ended Tuesday's session slightly higher.

Investors can overreact to both good and bad news. Overreactions to bad news may present opportunities.

The psychology of retirement income: From saving to spending. 

This month we have 14 companies in our Best Stock Ideas list.

ASX set to open lower after a mixed session on Wall Street.

The world is entering a higher cost environment which will hit the profits of companies in many sectors. A key beneficiary will be commodities, where supply shortages are meeting increasing demand from AI and green energy.

ASX set to open higher, after US benchmarks ended the month in the green.

This week’s Investing Compass episode goes through the wisdom of Charlie Munger