Are Investors Prepared for Round 2 of Trump vs. China?
Just as the Chinese stock market was recovering after a long period of underperformance, Donald Trump’s presidential comeback raises the prospect of a new trade war with the United States. China’s equity markets immediately fell after the US election, and fund outflows are already evident. Asset managers focused on the region look at what that […]
Berkshire Hathaway 13F Filing: Increases Stake in Domino’s, Decreases Holdings in…
The biggest change in the September quarter was the sale of an additional 100.0 million shares of Apple AAPL for $23 billion. This followed Berkshire’s sale of 505.6 million shares of the tech giant’s common stock in the first half of 2024 for $94 billion. By our calculations, the gains on this year’s sales of […]
Three Warren Buffett Stocks to Consider After Berkshire’s Recent Moves
Warren Buffett’s Berkshire Hathaway BRK.A BRK.B has released its 13F for the third quarter of 2024. The report indicates that Berkshire was a big seller of stocks last quarter―most notably, Bank of America BAC and Apple AAPL. In fact, Berkshire closed the third quarter with a record $325.2 billion in cash and cash equivalents, up […]
B2Gold Discovers High-Grade Deposits at Goose, Aiming for Extended Mine Life in Nunavut
“These results affirm the continuity of high-grade zones at Nuvuyak, suggesting a larger resource base and potentially extending the Goose project’s mine life,” CEO Clive Johnson said in a statement. The company is in the midst of a $28 million, 25,126-metre drill campaign at Goose that has found more high-grade gold at Nuvuyak deposit and […]
Heading into Earnings: Should You Buy or Sell Nvidia Stock?
Nvidia NVDA is set to release its third-quarter earnings report on Nov. 20. Here’s Morningstar’s take on what to look for in Nvidia’s earnings and stock. Fair Value Estimate for Nvidia With its 2-star rating, we believe Nvidia’s stock is overvalued compared to our long-term fair value estimate of $105 per share, which implies an […]
Post-Earnings Analysis: Should You Buy, Sell, or Hold Berkshire Stock?
Berkshire Hathaway BRK.B released its third-quarter earnings report on Nov. 2. Here’s Morningstar’s take on Berkshire’s earnings and stock. Fair Value Estimate for Berkshire Hathaway With its 3-star rating, we believe Berkshire’s stock is fairly valued compared with our long-term fair value estimate of $467 per Class B share, equivalent to 1.44 times our estimate […]
Gold Fields Considers Divesting Smaller Mines Following Osisko Acquisition
The Johannesburg-based gold miner is shifting focus to advancing its new Salares Norte mine in Chile as well projects belonging to Osisko Mining, which it recently bought for about $1.6 billion. Gold Fields could potentially sell its Damang mine in Ghana where it is only processing stockpiled ore after stopping mining operations last year, Fraser […]
Goodbye for Now | Morningstar
This is my last regularly scheduled column for Morningstar. I am retiring from the company, for the best of all possible reasons. My health is fine, and my bosses would prefer that I stay on the job. However, I can afford to spend my time otherwise, should I wish. Recently, I have realized that I […]
3 Top US Active ETFs for Stock Investors
At the start of 2019, actively managed exchange-traded funds represented just 2% of the US ETF market. Since then, the organic growth of active ETFs has consistently exceeded 20% per year. The number of active ETFs exploded fivefold and assets grew seven times over the past five years. But active ETFs are still just scratching […]
IMF Encouraged to Leverage Gold Prices to Support Poor Nations Affected by Climate Change
Although the IMF has a facility known as Catastrophe Containment Relief Trust (CCRT), this only covers 30 poor countries and has just $103 million available, said researchers from the Boston University Global Development Centre. The CCRT is used to pay off an eligible member state’s loans to the IMF for up to two years, providing […]