Moats can help. Attractive opportunities in Bayer, GSK, and Roche.
Commercial air travel faces ESG risks from carbon emissions, human capital, and product governance.
Plane crashes and unsafe medicine are among key ESG governance risks for your investments.
Changes to current federal law could allow U.S. cannabis operators to pay lower taxes, access traditional banking services, and list on major stock exchanges.
Less than 1% of flyers buy carbon offsets. What that means for airline stocks.
We think that revenue growth and margin expansion is ahead, but it will take longer than we thought.
Undervalued shares include AB InBev, Boston Beer, Imperial Brands, and Roblox.
Valuation matters. So does understanding financially material ESG risks.
Investors should first look closely at risk, then refine their decisions through an ESG lens.
There's plenty of opportunity for these stocks after a rough 2021.
Here are some ways to identify companies facing challenges related to their human capital.
The industry still has significant growth potential.
The relationship needs both strong ties and flexibility.
What should CEOs earn?
But investors can still find value in U.S. cannabis stocks.
Values-based investing is ultimately up to the investor.
Opportunities in green hydrogen could benefit industrial gas companies.
The Biden administration released the initial details of its infrastructure plan, proposing $2 trillion in spending over eight years, including $621 billion for transportation infrastructure.
The how, what, and why of cryptocurrency.
Legalization doesn’t change our estimated market potential of $85 billion by 2030.
The price of the radioactive metal rose last year. What's behind the recent optimism? We ask sector director, Kristoffer Inton.
Despite the rally, actual economic exposure differs widely.
We see a strong strategic rationale for the combined company, which will keep the Tilray name.
And do any other assets currently compare?
Every ballot measure was approved.
What would decriminalization in the U.S. do to established marijuana producers across the border? We ask Kristoffer Inton about opportunities available today.
Companies with U.S. exposure are better positioned to benefit from easing prohibition.
At the Morningstar Investment Conference, we discussed why we think cannabis stocks are poised to thrive.
Decline in the demand for lithium should be short-lived.
We are maintaining our fair value estimates for these stocks in the basic materials sector.
How the pandemic has and will affect these companies.
Compelling opportunities in building materials and agriculture firms, which are less exposed to macroeconomic headwinds.
Investment demand is expected to drop.
The cannabis producer offers investors attractive exposure to the fast-growing U.S. market.
Jewelry won't fill the gap when today's investment demand becomes tomorrow's recycled supply.
Most of the discounts are concentrated in only a few industries.
The cannabis company took a hit on Q2 earnings, but consumer demand is expected to increase.
Agriculture, uranium, and lithium stocks look particularly appealing in the basic materials sector.
Cameco should benefit meaningfully from a recovery in uranium.
With cannabis' popularity already growing, widening legalization will further catalyze demand.
Morningstar sees growth here despite a conflicted regulatory environment.
We see some values, although we don’t think any of the companies have moats.
We're especially keen on the uranium, lithium, and lumber industries.
These stocks stand to benefit from higher infrastructure spending in the years to come.
A combination is compelling but not without complications.
Heavy-side building materials share prices underestimate the impact of improved funding.
We think the acquiring shareholders are getting a better deal.
Undervalued Goldcorp is a unique opportunity in our gold coverage.
In an industry that has a history filled with expensive acquisitions, Barrick's proposed acquisition of Randgold stands apart.
With significant experience as a CFO at companies with similar end markets in construction, Suzanne Wood is a suitable replacement.