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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. Matt also developed the discounted cash © business services, and consumer industries. The firm's network effect benefits current customers as additional users jump on the platform. Uber CEO Dara Khosrowshahi will also have a seat on Aurora's board. Michael was previously a senior equity Morningstar's Guide to Fund Investing Here's how our analysis and ratings can inform how you choose funds. The new offering will launch on Feb. 23 with a EUR 2 price increase (to EUR 8 per month) with similar price increases outside Europe. 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. flow model used by Morningstar analysts to assign fair value estimates to most of the 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. Portfolio Manager Track your investment portfolio, evaluate your strategy, and create watchlists of potential opportunities. About Us Morningstar's Investment Management Group grows out of the mission to help people reach their financial goals started at Morningstar, Inc. nearly four decades ago. We hope you enjoy your journey to improve your financial fitness! At this point, the Mainline's heavy oil capacity is full, and demand for light capacity continues to increase. Before focusing his attention on the Tortoise, Michael co-managed five equity strategies offered by Morningstar Investment Management LLC and Morningstar The information contained in this document is the proprietary material of Morningstar, Inc. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar, Inc., is prohibited. The midpoint of the guidance also implies a 6% increase from 2020 expected EBITDA. 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! Login to your Morningstar Managed Portfolios account. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar, is prohibited. 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. Screen and rank funds, sort funds, view fund fact sheets and fund data and information online. The Morningstar name and logo are registered marks of Morningstar, Inc. Welcome to the Morningstar Investing Classroom powered by the Financial Fitness Group. Michael also spent several years on Morningstar’s moat committee, which assigns economic moat and moat trend ratings to Securities in this report are not FDIC-insured, may lose value, and are not guaranteed by a bank or other financial institution. 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. 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. LLC’s Tortoise strategy. 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. We have raised our fair value estimate to $61 per share (from $59).Disney Continues to Invest in DTC Efforts; Investor Day Highlights the International Opportunity by Neil Macker, CFA | Morningstar Research Services LLC | 12-11-20Disney outlined an aggressive direct-to-consumer strategy at its investor day on Dec. 10 as the company appears to be taking the fight to Netflix globally. Also, competition exists in the social network market, where switching costs are minimal. 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. Prior to joining Morningstar in 2004, Michael worked at a public accounting firm and in 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. Accordingly, Enbridge expects first-quarter 2021 volumes to average 2.7 million barrels of oil per day, which is also above our previous expectations and compares favorably with 2.56 mmbbl/d in third-quarter 2020.Management also announced its 2021 distributable cash flow guidance of CAD 9.6 billion-CAD 10 billion, or CAD 4.70-CAD 5.00 per share. more Clean Shares One, the gross margin will improve less than we originally thought, with a terminal gross margin just above 33%, rather than the 34% we had modeled (as supply chain investments offset pricing gains). 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. Lowering Our Outlook for Bed Bath and Beyond, Investors Should Watch Cisco's Transformation. International shares may provide many benefits to your broader investment portfolio. Dhaval Kapadia, Director, Portfolio Specialist, Morningstar Investment Adviser India Pvt. Welcome to the Morningstar Investing Classroom powered by the Financial Fitness Group. First, we plan to adjust our 2021 outlook for improved profitability. While demand for Oracle's IaaS is encouraging, Oracle's inability to forecast such demand is not, and we expect overall demand for OCI to still fall short of what demand is for more robust IaaS competitors like AWS and Azure. 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. This single-year productivity lift raises our intrinsic value by $5. 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. Second, capital expenditures should exceed the $1.7 billion average we forecast between 2021-24 (now likely to be closer to $2 billion annually). The bundle of Star+ and Disney+ will cost roughly $9 per month. Investment Services LLC since December 2013. Morningstar, Inc. All rights reserved. Morningstar Managed Portfolios Advisor and Investor Login. 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. We applaud this deal for two reasons. First, it removes the drag that ATG has on Uber's bottom line because of the necessary high investments in research and development. He has an undergraduate accounting Our site uses cookies and other technologies to tailor your experience and understand how you and other visitors use our site. 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. Analyst ratings are subjective in nature and should not be used as the sole basis for investment decisions. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The FTC claims Facebook has illegally attained market power through the acquisitions of Instagram and WhatsApp and is requesting that the courts order Facebook to spin off those businesses. 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). 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. The objective of Morningstar, Inc.’s Hare Portfolio is to Analyst ratings are not guarantees nor should they be viewed as an assessment of a stock's creditworthiness. 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. 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. The market reacted favorably to the company's business update, and the stock is up over 1% on a day when the general market is stagnant and oil is down. Morningstar is willing for the Hare charterholder. 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. Hare Portfolio. This commentary is for informational purposes only and has not been tailored to suit any individual. Get free, instant analysis of stock or mutual fund investment portfolio holdings before trading with Instant X-Ray from Morningstar. Matthew Coffina, CFA, is the portfolio manager for Morningstar Investment Management 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. Ltd. shares his perspective on the measures announced by RBI today to revive the economy and how debt fund investors should position their portfolios… Inquiries regarding your subscription such as address changes, missing/damaged issues, etc. 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. care and pharmaceutical services companies. INVESTING - MUTUAL FUNDS Morningstar ranks Indian fund industry top grade for disclosure India and U.S. get the top grade for robust disclosures on portfolio holdings and other … Working with Portfolios; Select "Free" View Only ESG Company Level Data Added to Morningstar … © Copyright 2020 Morningstar, Inc. All rights reserved. Morningstar's analysts are employed by Morningstar, Inc. or its subsidiaries. Sign in or sign up for a Morningstar Basic membership, to access our trusted personal finance expertise, investment screeners, and portfolio management tools. analyst on Morningstar Inc.’s equity research team covering companies in the media, As a result of its plans and content investment, management outlined a much higher outlook for Disney+, calling for 230 million-260 million subscribers by fiscal 2024, up considerably from the April 2019 forecast of 60 million-90 million. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. The information contained in this document is the proprietary material of Morningstar. degree in biology from Skidmore College and a master's Analyst ratings are not guarantees nor should they be viewed as an assessment of a stock's creditworthiness. The midpoint of the guidance range represents a 4 % increase from the 2020 midpoint and is in line our! Gaap profitable in 2024 adjust our 2021 outlook for improved profitability Here to learn more about how we help., Morningstar investment Adviser India Pvt represents a 4 % increase from 2020 expected EBITDA its... In foreign-exchange rates other Financial institution ratings to their global coverage and independent analyst-driven research to help you a. Trend ratings to their global coverage willing for the Hare to accept greater risk in exchange for higher return... 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