Store closings and head-count reductions should drive margin expansion in coming years, says Morningstar.
Slowing user growth and disappointing performance in new ad formats will continue to be a headwind as Twitter searches for a new permanent leader, writes Morningstar analyst Rick Summer.
Stewardship in the fund industry has improved markedly since the 1980s and 1990s, and we must not let it slip.
We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.
Unlike the Comcast deal, Charter’s bid for Time Warner Cable is likely to succeed, but valuations across the cable industry look stretched.
We’re raising our fair value estimate for Home Depot after the firm logged another quarter of solid growth.
If you're following a long-term investing plan, no need to worry.
Warren Buffett’s Berkshire Hathaway added no new holdings in the first quarter and, instead, committed more money to existing holdings.
Top-rated managers say that initiatives in India and China are freeing up capital, promoting growth, and creating opportunities for investors, reports Morningstar Australia's Christine St. Anne.
Equities popped after Prime Minister Cameron retained power, but valuations may be getting overstuffed, writes Morningstar U.K.'s Emma Wall.
We remain skeptical of Verizon's potential in video as established players, like Google, and new firms attack the market.
Twitter’s disappointing quarterly results show that the firm is struggling to become a mass-market media platform, and the risk/reward trade-off in the shares is not attractive today, writes Morningstar’s Rick Summer.
New products will secure the drug firm’s wide moat and help increase the firm’s valuation over time, writes Morningstar’s Damien Conover.
Concerns over Apple Watch margins bear watching, but tremendous demand for iPhones should help the firm continue its winning streak, writes Morningstar’s Brian Colello.
Greater disclosure around its cloud computing business bolsters our view of the Internet giant's wide moat rating and longer-term cash flow opportunities.
Although results were better than expected, we expect further growing pains as Microsoft continues to pivot to a cloud and mobile world, writes Morningstar’s Norm Young.
Short-term issues are weighing on Google's top and bottom lines, but we still think the wide-moat firm remains a compelling investment at today's stock price.
The wide-moat firm continues to be plagued by tepid revenue growth, but management’s cost-cutting efforts are encouraging, writes Morningstar’s Erin Lash.
Ad revenue growth and increasing engagement have led us to increase our fair value estimate for this wide-moat company, notes Morningstar's Rick Summer.
Growth is likely to slow later in the year, but we believe continued productivity enhancements and growth opportunities should support high-single-digit earnings growth over the long run.
The firm’s recent pipeline productivity should help stabilize its wide economic moat, writes Morningstar’s Karen Anderson.
Notwithstanding disappointing first-quarter sales, Chipotle can weather a more competitive fast-casual industry in the years to come, writes Morningstar’s R. J. Hottovy.
First-quarter results from the industrial giant show strong execution in the operating segments that represent the foundation of GE's wide economic moat.
Netflix’s investment in original content will deliver excess returns on capital over time but that is already priced into the shares, writes Morningstar analyst Neil Macker.
The performance overhang attributable to the bank's crisis-era missteps is fading, writes Morningstar’s Jim Sinegal.
The firm’s move to lower its capital spending budget is a good sign that management is able to tactically adapt to challenging environments.
Wells Fargo’s results underscore how the firm’s low-cost deposit-base growth remains its key source of competitive advantage, writes Morningstar’s Jim Sinegal.
The narrow-moat bank benefited from scale advantages in the first quarter, but macroeconomic and regulatory hurdles could slow the firm in the near term.
Strong drug sales helped wide-moat J&J report a steady quarter, but increasing competitive threats to leading drugs and a relatively weak late-stage pipeline will be headwinds in the future.
Shareholders will be rewarded with higher quality earnings going forward as GE takes the next step in transforming the company, writes Morningstar’s Barbara Noverini.
Near-term execution issues have left BG Group shares in the bargain bin, but Shell is still paying a hefty price for the firm, writes Morningstar analyst Stephen Simko.
FedEx's $4.8 billion bid for TNT will combine two firms with quite different strengths while boosting global delivery cost advantages, writes Morningstar analyst Keith Schoonmaker.
Given the power and advantages that large PBMs possess along the pharmaceutical supply chain, UnitedHealth’s deal for Catamaran makes complete sense, writes Morningstar’s Vishnu Lekraj.
The deal, which would make Kraft-Heinz the third-largest food and beverage firm in North America, stands to enhance Kraft's narrow moat, writes Morningstar's Erin Lash.
Berkshire joins forces with 3G Capital to facilitate merger.
The Apple Watch will help create more stickiness in the iOS ecosystem and help drive repeat sales of high-margin iPhones, writes Morningstar’s Brian Colello.
Results of adverse scenarios are generally in line with Morningstar's own Stress Test analyses.
Many of HP's stumbles during the quarter appear to be isolated, but we would seek a wider margin of safety before buying, writes Morningstar's Pete Wahlstrom.
Warren Buffett’s Berkshire Hathaway had a shift in strategy in the fourth quarter as it unloaded most of its energy holdings to buy more of Deere and IBM.
Fees and expenses are often hidden and complicated. It's time to show investors what they're paying for.
Coke delivered a solid quarter, but our long term-assumptions for the firm remain in place, writes Morningstar‘s Adam Fleck.
We still question Twitter's ability to reach the scale of the Internet giants, writes Morningstar’s Rick Summer.
Despite the high 39% premium to Hospira's stock price, we believe the acquisition price is justified based on Pfizer's ability to unlock more value with its global reach.
Chipotle continues to post impressive results, but the market may be underestimating long-term competitive threats, writes Morningstar’s R.J. Hottovy.
A strong earnings report has catapulted Disney’s shares, but we’d wait for a larger discount to our fair value before investing, writes Morningstar’s Neil Macker.
Shares looked modestly undervalued as management’s investments are masking the potential for operating margin expansion, writes Morningstar’s Rick Summer.
The retail giant's results point to longer-term margin potential, but the profitability expansion will be slow and uneven, writes Morningstar's R.J. Hottovy.
Alibaba’s lower-than-expected revenue growth is not a cause for concern as the firm continues to build its network effect, writes Morningstar’s R.J. Hottovy.
Facebook remains one of highest-quality businesses in the Internet sector but investors should wait for a larger margin of safety before buying shares, writes Morningstar’s Rick Summer.
Despite an improving pipeline and slowing patent losses, a lackluster growth outlook will likely drive Pfizer to acquire assets in the near term.