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Morningstar provides a constant source for investment ideas with our comprehensive analyst reports on equities, ETFs, and credit ratings from more than 100 analysts. U.S. Interactive Brokers clients can sign up for a free trial of these reports in Account Management.

Morningstar

November 6, 2020

2 Undervalued FAANG Stocks

Morningstar boosted it’s fair value estimates on four of the five FAANG stocks during the past couple of weeks as a result of new information that surfaced in their earnings reports and/or calls.

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Morningstar

October 23, 2020

Baby Bonds Are Back

The reception and implementation of baby bonds has been a mixed bag up to this point, but learning from our past experiences could help this next attempt be more successful than its predecessors.

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Morningstar

October 2, 2020

10 High-Quality Stocks on Sale

Here’s a peek at the most undervalued constituents of the Morningstar Wide Moat Focus Index–as well as names that have been added and cut.

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Morningstar

September 23, 2020

Is Tesla’s Stock Price Crazy or Merely Aggressive?

In case you hadn’t noticed (unlikely), Tesla’s (TSLA) stock has levitated. Over the past 12 months, it has gained a cool 808%. If Tesla’s stock continues to increase at that rate, the company will become worth more than all other publicly traded businesses in the world, combined, by autumn 2022.

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Morningstar

September 2, 2020

The Four Levels of Income

By John Rekenthaler’s count, there are four primary varieties of “income”. They are growth, presevation, erosion, and exit.

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Morningstar

July 24, 2020

Microsoft’s Forward-Looking Metrics Positive; Raise FVE

While SMB generally remains weak, Azure remains strong, and gaming revenues surged as the global lockdowns continued throughout the quarter. Importantly, commercial bookings and RPO, two forward looking metrics, both grew in excess of revenues for the quarter.

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Morningstar

June 26, 2020

Don’t Blame Retail Investors for Stocks’ Volatility

A longtime adage among fund providers is that retail investors are more desirable than institutions, as not only will retail investors pay higher fees, but they also provide relatively “sticky” assets that will stay with funds through long periods of mediocre performance. Once again, everyday shareholders are heterogeneous.

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Morningstar

June 19, 2020

Private Equity in 401(k) Plans: More Smoke Than Fire

To my surprise, private equity fund executives convinced the Department of Labor to issue a letter, dated June 3, 2020, approving the use of private equity investments within 401(k) plans. If the private equity funds are selected judiciously and used appropriately, wrote the Department, plan sponsors will not “violate the fiduciary’s duties under section 403 and 404 of ERISA.”

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