Apple: New Tariff Threat Introduces Uncertainty…
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. President Donald Trump continued tariff threats on Apple AAPL on May 23. On his Truth Social platform, Trump indicated his desire for iPhone production to shift to the United States and claimed Apple would face a blanket 25% tariff for […]
Heading into Earnings: Should You Buy or Sell Nvidia Stock?
Nvidia NVDA is set to release its first-quarter 2026 earnings report on May 28. Here’s Morningstar’s take on what to look for in Nvidia’s earnings and stock. China, tariffs, and geopolitics are at the forefront. Nvidia announced a $5.5 billion writeoff of H20 inventory for artificial intelligence chips targeted for China, as subsequent US restrictions […]
3 ETFs to Enhance Your Portfolio Diversity
Bryan Armour: Tariff talk has raised uncertainty for businesses and global economies. Change is in the air, and it could have a meaningful impact on the future of your investments. As market trends shift, investors should add resiliency to their portfolios. Diversification should be a core goal for investors amid this uncertainty. One company, one […]
What Do Mark Carney’s Cabinet Selections Imply for…
As Mark Carney settles into his new role as prime minister, analysts say his cabinet choices show a clear focus on steering the Canadian economy through the significant challenges poised by the trade war with the United States. Even before US President Donald Trump launched his tariffs against Canada, the economy was fragile. Now, with […]
Imperial Metals Rises Following Positive Mount Polley Drill Results
Exploration drilling at the Mount Polley copper-gold mine in central B.C. Imperial Metals photo Imperial Metals (TSX: III) soared to its highest in nearly four years on Thursday on the back of encouraging results from this year’s diamond drilling at the Mount Polley mine in south-central British Columbia. The 2025 exploration centres around the C2 […]
TD Bank Earnings: Rise in Provisioning Expenses
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Toronto-Dominion Bank TD reported fiscal second-quarter results that were basically in line with our expectations. Adjusted EPS came in at C$1.97, down 3% from a year ago. That said, investors should be aware that the trajectory of the Canadian economy […]
NGEx Minerals Stock Surges Following Copper-Gold Discovery in Argentina
A porphyry discovery beneath the Lunahuasi copper-gold project in Argentina increases the long-term value of the project. Credit: NGEx Minerals NGEx Minerals’ (TSXV: NGEX) shares jumped nearly 20% on Wednesday after drill results in Argentina revealed the presence of a bigger underlying porphyry system than previously thought. Drillhole DPDH027 at the Lunahuasi project returned 0.52% […]
Beyond Tariffs: Understanding the Decline of the US Dollar
The US dollar has taken it on the chin in recent months, and many analysts say the economic and geopolitical backdrop points to continued declines. Since the beginning of 2025, a number of factors have combined to reduce the value of the US dollar against other currencies. The US Dollar Index, which tracks the greenback […]
Home Depot Earnings: Resilience Amid a Stagnant US Housing Market
Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Key Morningstar Metrics for Home Depot What We Thought of Home Depot’s Earnings Home Depot HD delivered first-quarter sales growth of 9.4%, buoyed by its acquisition of SRS, but same-store sales fell 0.3%, hurt by a 70-basis-point foreign exchange headwind. […]
Empowering Investment: How the Fund Manager Harnesses Volatility
From President Trump to tariffs, rate cuts, and rising yields, the past year has been challenging for fixed income. And that’s before you look at returns. “We are in a highly unusual time,” says Dagmara Fijalkowski, lead manager of RBC Bond Fund F. “The probability of something going wrong when you have so many different […]