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Video Archive...

Unpacking the value in Pact Group
16/05/2019  Morningstar equity Grant Slade explains why packaging company Pact Group is undervalued and why new leadership will boost its turnaround strategy.
Car dealership tie-up a potential win
15/05/2019  Morningstar equity analyst Daniel Ragonese analyses the ramifications for the mooted merger between AP Eagers and Automotive Holdings Group.
What to do (and not do) in a volatile market
14/05/2019  Christine Benz discusses how investors should handle the turmoil, whatever the life stage.
Why concentration is the new diversification
13/05/2019  How a concentrated portfolio can also be diversified, and attract principles of quality, valuation, and low correlation with Sam Baldwin, portfolio manager at Guardian Capital
Finding pockets of value in US equities
10/05/2019  The US equity market has rallied after the fall of late last year but pockets of value remain in consumers staples, while in Europe and Japan financial stocks appeal, says Bryce Anderson.
Blocked merger underlines telco sector turmoil
09/05/2019  TPG remains undervalued regardless of any appeal outcome following the ACCC's rejection of the TPG-Vodafone merger, says Morningstar's Brian Han.
Ask the Expert: Link's long-term growth
08/05/2019  Link Administration has an upisde that the market is ignoring because it is too focused on superannuation reforms and Brexit, says Morningstar's Gareth James.
Buffett quizzed on Berkshire buybacks, succession
06/05/2019  Senior equity analyst Gregg Warren asked Buffett and Munger questions during the annual meeting.
3 Top Picks: Lazard's likes in global equities
03/05/2019  Medical waste, medical devices, and the global beverage market are three sectors where Lazard Asset Management's Warryn Robertson sees an opportunity to make solid gains.
How We Invest Your Money: Warryn Robertson
30/04/2019  Finding businesses with stable earnings and predictable cash flows is key to making excess returns for investors, says Lazard Asset Management's Warryn Robertson.
Morningstar Minute: Crown Resorts a good bet
16/04/2019  Wynn's shortlived bid for Crown Resorts has only boosted Daniel Ragonese's conviction that the Australian gaming powerhouse is good value.  
2 high-quality US mid-cap stocks to consider
09/04/2019  Ariel's John Rogers discusses why he likes Jones Lang LaSalle and Stericycle. 
Use caution when chasing the latest investing trend
08/04/2019  Marijuana-focused funds produced spectacular returns last year, but they come with significant risks. 
Behind Wesfarmers' surprise bid for Lynas
04/04/2019  Morningstar equity analyst Johannes Faul explains the motives behind Wesfarmers' $1.5bn surprise bid for rare earths miner Lynas Corporation. 
Ask the Expert: Woolies' $1.7bn share buyback
03/04/2019  Morningstar analyst Johannes Faul explains the motives behind Woolworths' sale of its petrol business and its $1.7bn share buyback.
How We Invest Your Money: '75pc of our stocks did well so the batting average is good
01/04/2019  Ned Bell explains how Bell Asset Management managed to outperform last year when the market at large was getting beaten up.
What is Lyft worth?
29/03/2019  Morningstar's Ali Mogharabi gives his take on the company's value, how it stacks up against Uber, and the threat that regulation poses.
3 top picks in global small- and mid-caps
28/03/2019  A Danish medical device company, an American computer networking firm, and a Swiss leader in alternative asset management are among the small- to mid-cap stocks on Ned Bell's stock radar.
Fox Corporation has well-placed bets on live sports, news
26/03/2019  Morningstar has initiated coverage of the Fox Corporation after the Disney merger.
Earnings season insights: Why record dividends unsustainable
12/03/2019  The record $85bn in shareholder returns for the first half of 2019 isn't likely to be replicated any time soon, says Morningstar’s Peter Warnes, who also singles out a few winners and losers.
Friday Fundamentals Webinar: Reporting Season Insights
12/03/2019  Head of equity research Peter Warnes explains why record shareholder returns are unsustainable; Brian Han examines the increasing competition in the telco sector while Mat Hodge tips a round of special dividends in the resources sector.
Banks hold up better than expected
06/03/2019  Despite Hayne fallout and other short-term pressures, three of the big four remain undervalued and dividends are solid, says Morningstar’s David Ellis.
Coles, Woolies and shareholders facing tough facts
20/02/2019  As margin pressures keep profits flat for supermarket giants Woolworths and Coles, the market is gradually realising their share prices are too high, says Morningstar’s Johannes Faul.
'Cheap and hated' China market packed with opportunity
18/02/2019  Describing China's A share market as 'a stock pickers' paradise,' T Rowe Price's Eric Moffett is among a cohort of professional investors rushing to identify the best opportunities.
3 reasons for optimism on Telstra result
15/02/2019  Critics of Telstra's 1H19 earnings result ignore the positive signs on its crucial NBN-proofing and other measures to help secure long-term earnings, says Morningstar's Brian Han.
CBA result highlights challenges facing Aussie banks
08/02/2019  Commonwealth Bank delivered a "messy" and slightly disappointing result for 1H18 amid slowing loan growth and weaker house prices, but the long-term earnings outlook remain positive, says Morningstar’s David Ellis.
3 key investor themes for 2019
05/02/2019  UK equities look undervalued in all but the most extreme Brexit scenarios, says Morningstar Investment Management's Mark Preskett.
TPG decision will shake-up Aussie telco sector
30/01/2019  TPG's abandoning of its mobile network plans holds two powerful implications for the company and its competitors, particularly Telstra, says Morningstar's Brian Han.
4 tech giants look cheap ahead of earnings
29/01/2019  It's a full week of earnings, with Apple, Amazon, Facebook, and Microsoft all trading in 4-star range ahead of their reports.
Netflix appeal wanes amid cash burn, competition
22/01/2019  Netflix ended 2018 on a strong note, but its ongoing use of cash and increasing competition from the likes of NBC, Universal and Disney hurt its prospects for 2019.
5 US mega-stocks set to announce earnings
21/01/2019  Chipmaker Intel and household name tech firm IBM are due to announce quarterly earnings this week, alongside Procter & Gamble, Johnson & Johnson and Starbucks.
Why a share price slump does not always mean buy
09/01/2019  Disciplined investors always urge others to buy on the dips - but not all stock market falls create buying opportunities.
3 ways to cope in tough investment markets
07/01/2019  Drowning out the noise and creating personal policy statements are among Christine Benz's top tips for sticking to your strategy as the market downturn bites.
Apple shares look attractive
04/01/2019  Our US$200 fair value estimate for the iPhone maker is unchanged as stronger services and wearables revenue should offset China weakness.
Banking inquiry, global market rout among key influences of 2018
24/12/2018  The banking royal commission, pronounced falls in global markets and continuing ETF tail-winds are among the stand-outs of 2018, say Morningstar experts.
Sydney casino a jewel for Crown
21/12/2018  Its new Sydney casino set for a 2021 open underpins Morningstar’s continued positivity on Crown, despite falling VIP gaming volumes and other challenges.
China could lead an EM rally in 2019
19/12/2018  Asian equities could lead an emerging market uptick in 2019, even after a tumultuous 2018 dominated by the US-China trade war and geo-politics.
State Street: be ready to invest in 2019
18/12/2018  State Street Global Advisors' Kevin Anderson says 2019 will be volatile - but there will also be opportunities for investors who are ready to pivot.
3 global stocks in power, EV and biotech
13/12/2018  A German utility, Japanese electric vehicle play and US biotech are singled out as three global stocks to watch by UK fund manager Killik & Co.
How to reduce risk in your portfolio
10/12/2018  Reducing risk in your investment portfolio doesn't have to mean de-railing your long-term plan, says Christine Benz.
Bank probe prompts board-exec relationship reset
06/12/2018  The banking royal commission has forced a shift in the way boards and company executives interact, which will affect the entire listed corporate sector, says Mornignstar's David Ellis.
High risk, high return: scoping out small-caps
23/11/2018  More investors are looking to small caps for higher returns, in sectors such as healthcare, dairy and data storage, but there are risks, says Morningstar's Ross Macmillan. 
Coles priced to perfection following spin-off
22/11/2018  The IPO of Coles, as it split from Wesfarmers earlier this week, leaves the grocery giant close to its fair value and now directly comparable with competitor Woolworths, says Morningstar’s Johannes Faul.
The art and science of valuing stocks
19/11/2018  Morningstar's Adam Fleck guides us through the process his team uses to build a forecast, discount future cash flows, and incorporate a company's moat into their analyses.
Where to now for big four banks?
14/11/2018  Morningstar's senior banks analyst David Ellis explains why he has cut his fair value estimates for the major Australian banks, even as they remain undervalued, and why Westpac navigated the royal commission “least-worst”.
Where Morningstar readers see investment opportunities: taking the pulse at MIICAU18
12/11/2018  Investors are bracing for more volatility, but attendees at the Morningstar Individual Investor Conference in Sydney see pockets of opportunity  in travel, mining and medical cannabis.
Trump, trade and volatility: taking the pulse at MIICAU18
06/11/2018  As the ASX hits its lowest levels in 12 months, reporter Emma Rapaport speaks to attendees at the Morningstar Individual Investor Conference in Sydney to get a sense of what's concerning them most.
Why Alphabet is now good value
30/10/2018  Google's parent company is an attractive option among global technology stocks, according to Morningstar US analyst Ali Mogharabi
What Amazon's latest result means for investors
29/10/2018  Mixed third-quarter results from Amazon don't detract from Morningstar's long-term positive assessment.
Bogle: optimum returns come from staying the course
22/10/2018  Jack Bogle says trying to time trades is a flawed decision, and investors should not try to beat the market.
How Amazon is delivering for the consumer
19/10/2018  Morningstar analyst Johannes Faul examines Amazon's edge on delivery and outlines how Myer has priced in some challenges to emerge as an undervalued retail play.  
Netflix keeps burning cash
18/10/2018  International subscribers boosted growth, but we still think the firm will have to spend heavily over time to fend off competition.
Decoding the volatility in tech stocks
12/10/2018  Morningstar analyst Gareth James explains why tech stocks are prone to volatility, citing WiseTech Global as an example, and examines the strategy behind the recent takeover bids for accounting software play MYOB and education business Navitas. 
Fear not the red, play the long game
11/10/2018  The effects of the stock plunges in the US and Australia are scary but investors should avoid panicking and stay in it for the long haul, says regional director of equity research for Morningstar Australasia Adam Fleck.
Investors lose confidence as currencies slide
09/10/2018  State Street's Michele Hardeman tells Emma Wall how falling emerging market currencies have affected investor confidence.
Interim reports suggests corporate cops will get tougher
05/10/2018  Despite providing more questions than answers, the banking inquiry's interim report nevertheless suggests corporate regulators will be more aggressive in the future, says Morningstar analyst Chanaka Gunasekera.
Even I get scared in volatile markets, says Asia guru
04/10/2018  Concerns about a trade war are justified, but investors should stay the course or they risk missing the recovery, says Aberdeen Standard's veteran Asia-watcher Hugh Young.
Seizing on a2 Milk's China formula
26/09/2018  Morningstar's regional director of equity research Adam Fleck explains the decision to start coverage of a2 Milk and how sales in China's infant formula market could boost growth. 
3 Top Picks
20/09/2018  T. Rowe Price is excited by testing company ALS and its reinvestment in mining exploration, Star Entertainment's shrewd moves to get more traffic to the gaming floors and insurer IAG's premium rate increases across the board. 
Earnings season insights - Part 2
18/09/2018  CSL and Boral distinguished themselves in their respective sectors of healthcare and materials during fiscal 2018, while mining companies rightly returned cash to shareholders, says Peter Warnes.
A different path to property exposure
17/09/2018  This moated US-based commercial real estate data company should be on investors' watch-lists, says Morningstar's Michael Wong.
Earnings season insights part 1
14/09/2018  A 10 per cent increase in dividend growth was the highlight of a strong reporting season, which was dominated by robust gains in the resources sector, but stagnant wage growth and energy costs cloud the outlook, says Peter Warnes.
How retail stocks fared in FY18
13/09/2018  Australian consumer stocks Woolworths and Wesfarmers hold little "margin of safety" for investors as we head into fiscal 2019, explains Morningstar equity analyst, Johannes Faul.
Trade worries shouldn't derail Alibaba
11/09/2018  We think the Chinese retail giant is one of the most undervalued consumer-focused stocks. 
A big week for Aussie banks
10/09/2018  As three of the big four increased mortgage rates, they fared surprisingly well in avoiding a prolonged public backlash, including Westpac, which is also subject to speculation of a wealth-division sell-off.
Finding recession-proof companies
05/09/2018  Morningstar's Peter Bull likes companies with pricing power and niche products, and names that catch his eye include Microsoft, Colgate and luxury retailers like Louis Vuitton and Christian Dior.  
As bull market hits record, stocks slightly overvalued
03/09/2018  The technology sector looks the most pricey today while communications services appears to be the cheapest.
Interesting times for Aussie telco sector
27/08/2018  Morningstar's Brian Han explains why corporate player Vocus faces a hard road ahead, and what a potential TPG-Vodafone merger could mean for the sector.
REA Group has growth potential
21/08/2018  REA Group posted $279.9m in net profits for fiscal 2018, up 23 per cent on 2017, with still further room for growth, says Morningstar's Gareth James.
More volatility ahead for AMP
17/08/2018  Shareholders should expect more volatility ahead for embattled financial services group AMP, says Morningstar equities analyst  Chanaka Gunasekera.
Suncorp tipped to deliver strong dividend yield
16/08/2018  Suncorp remains attractive from an income perspective,  despite posting a 1.5 per cent drop in full-year profit, says Morningstar analyst David Ellis. 
CBA result messy but underlying profit still up
15/08/2018  Morningstar remains positive following Commonwealth Bank's full-year financial results, despite a terrible 12 months.
How political change can affect stock markets
09/08/2018  As Pakistan and Cambodia form new governments following their general elections, T Rowe Price's Eric Moffett examines how politics can affect profits in Asia.
Rio result fails to live up to expectations
03/08/2018  Morningstar's resources equity analyst, Mat Hodge, explains the mining giant's latest result and the market's negative reaction.
What Nine-Fairfax deal means for shareholders
01/08/2018  Nine's Fairfax takeover would be a good deal for the newspaper group's shareholders, but there are still hurdles to overcome, says Morningstar's Brian Han.
VIDEO | 3 well-priced US income stocks
24/07/2018  Each of these consumer product companies hold wide-moats and good dividend yield prospects, according to Morningstar's US equities research.
3 global stock hits and a miss
17/07/2018  The founder and CIO of PM Capital names three US companies of interest, and one negative stock pick that may surprise investors.
Macro forecast 2018: Part 1
11/07/2018  Peter Warnes' annual macro forecast explores the unusual tensions between monetary and fiscal policy in the US, the effect of global inflation and interest rate movements, and the sustainability of economic growth.
3 undervalued moated tech stocks from down under
09/07/2018  Why investors may want to consider these locally-founded enterprise and accounting software plays: pockets of opportunity among a largely overvalued pool of technology companies, according to Morningstar’s Gareth James.
2 global stock picks: insurance and telco
06/07/2018  Antipodes d eputy portfolio manager  Sunny Bangia shares his two global stock picks: a Chinese insurance giant and South Korea's largest telecommunications company.
Telstra transformation desperately needed
28/06/2018  While it's lazy and inefficient, Telstra remains an attractive stock due to its unrivalled position, scale and infrastructure, says Morningstar's Brian Han.
Why BHP, RIO and Fortescue are overvalued
27/06/2018  Commodity prices and Chinese demand are unsustainably high, says Morningstar's Mat Hodge in explaining his less bullish view on the sector.
Grantham: Avoid US equities, emphasise emerging
22/06/2018  Jeremy Grantham suggests avoiding the US equity market as much as you dare, and keeping bond duration short.
Why Qantas doesn't deserve a moat
13/06/2018  How external factors like oil prices and tourism affect Australia's flagship airline, and what it means for investors.
3 stock picks: tech, oil and industry
07/06/2018  Killik & Co's Rachel Winter shares her three global stock picks for June, including an undervalued tech stock and two companies linked to energy prices.
Why high oil prices aren't always good for producers, investors
04/06/2018  Despite a recent dip, elevated oil prices are expected to continue, but that's not always positive for oil and gas producers such as Woodside and Santos, explains Mark Taylor, senior equity analyst, Morningstar.
3 top picks in construction, property and packaging
29/05/2018  These three companies with exposure to US housing, domestic property development and packaging are among some of the best investors can buy, according to Greencape's David Pace.
Why Telstra will maintain industry dominance
16/05/2018  Even as the telco's shares continue to slide following a weak trading update and shareholders question the long-term outlook, Brian Han explains why he remains optimistic.
Are retail headwinds baked-in to Wesfarmers?
01/05/2018  What the 3Q retail sales results and its demerger of Coles as a separately listed entity, mean for Morningstar's fair value outlook on Wesfarmers, as explained by equity analyst Johannes Faul.
Oil price rise is more than OPEC, geopolitics
17/04/2018  Mark Taylor discusses the ramifications of Middle East unrest on oil prices.
Morningstar Facebook Live: Insights on our Australian stock analysis
12/04/2018  Mark Lamonica, who heads up Morningstar Australia's individual investor business, recently spoke with Adam Fleck, regional director of equity research, in an interactive presentation streamed to subscribers during our second Facebook Live event.
Introducing star ratings to Morningstar Australasia equity research
22/03/2018  What investors can expect from Morningstar's roll-out of its star rating methodology across Australian and New Zealand stocks, as explained by the regional director of equity research, Adam Fleck.
3 emerging market stocks for alternative income
21/03/2018  JP Morgan's Omar Negyal highlights three emerging market equities paying a attractive dividends.
Regulatory scrutiny real risk for Facebook
20/03/2018  The share price decline of the social media giant hasn't left it attractively priced.
US tariffs material but not world-ending
19/03/2018  --
Elevators, FMCG among 4 top stocks
14/03/2018  These global companies possess the right attributes for long-term investors, according to BMO Pyrford's CEO and chief investment officer, Tony Cousins.
ASX child-care players to benefit from funding boost
26/02/2018  Morningstar senior equities analyst Gareth James discusses what investors need to know about the federal government's $3bn funding boost for the child-care sector.
3 top themes in Asian markets
14/02/2018  Diverse themes within financial services and renewables are among the top picks for 2018 from Nikko Asset Management's Eng-Teck Tan.
Broadly positive results from Aussie financials
08/02/2018  An assessment of the latest financial results from Commonwealth Bank, NAB, AMP and Macquarie Bank from Morningstar's David Ellis.
3 companies tipped for growth
08/02/2018  These very distinct companies across gaming, healthcare and construction are among T. Rowe Price's top Australian equity picks.