After Earnings: Should You Buy, Sell, or Hold Oracle Stock?
Oracle ORCL released its fiscal second-quarter earnings report on Dec. 9. Here’s Morningstar’s take on Oracle’s earnings and stock. Fair Value Estimate for Oracle With its 3-star rating, we believe Oracle’s stock is fairly valued compared with our long-term fair value estimate of USD 195 per share, which implies a fiscal 2025 enterprise value/sales multiple […]
BC Mining Organizations Opposed to Permitting Delays and Economic Impact Assessment
This week, the Mining Association of British Columbia (MABC) and tye Association for Mineral Exploration (AME) argued that the Dec. 11 report ignored key issues in the province’s regulatory framework. As a result, it harmed the province’s image on global competitiveness, they said. MABC CEO Michael Goehring called the study’s methodology unsound and its conclusions […]
6 Sustainable Investment Trends to Keep an Eye on in 2025
As sustainability-aware investors look ahead to 2025, six themes are likely to dominate their lists. They include environmental, social, and governance regulations, carbon-transition investing, sustainable bonds, the reshaping of the global ESG fund landscape, biodiversity finance, and the ethics of artificial intelligence. We discuss them below. We expect 2025 to be a critical juncture for […]
Post-Earnings Analysis: Should You Buy, Sell, or Hold MongoDB Stock?
MongoDB MDB released its third-quarter earnings report on Dec. 9. Here’s Morningstar’s take on MongoDB’s earnings and stock. Fair Value Estimate for MongoDB With its 3-star rating, we believe MongoDB’s stock is fairly valued compared with our long-term fair value estimate of USD 290 per share. Our valuation implies a forward fiscal-year enterprise value/sales ratio […]
Is Canada Facing a Recession?
With the unemployment rate rising and the Bank of Canada scrambling to unwind high interest rates, one question is growing in importance: Will the Canadian economy avoid a recession? Some analysts argue that strong population growth and a targeted monetary policy will help avert a recession. Others argue the country is already in a stealth […]
Broadcom Earnings: Promising Projections for AI Revenue
Key Morningstar Metrics for Broadcom What We Thought of Broadcom’s Earnings Broadcom AVGO reported October-quarter revenue of USD 14.1 billion, up 8% sequentially. In the longer term, management also estimated its serviceable addressable market for artificial intelligence chips at its three largest customers to be USD 60 billion- USD 90 billion in fiscal 2027. The […]
Dundee Increases NPV of Čoka Rakita Gold Project in Serbia by 25% Following Prefeasibility Assessment
“In less than 24 months since announcing the initial discovery of Čoka Rakita, we have outlined a very robust, highly value accretive project with the potential to add high-margin gold production growth to our portfolio,” David Rae, Dundee president and CEO said in a release. “We are immediately proceeding to a feasibility study while advancing […]
How a Leading Gold Stock Fund Has Navigated the…
Gold stocks are notoriously volatile. But even with a portfolio that concentrates its bets on a relatively small number of companies, the Gold-rated C$621.9 million Dynamic Precious Metals Series F fund has built a long track record of outperformance. The fund’s managers look for companies with strong histories of growth and acquisitions and high returns […]
A Highly Acclaimed Fidelity Active ETF Managed by an Experienced Professional
Hugo Lavallée stands out as one of Morningstar’s top-rated equity managers. He joined Fidelity in 2002 and has been at the helm of this strategy since 2011. He brings a wealth of investment experience and makes all the final decisions on this strategy, but he also leans on Fidelity’s well-rounded US and Canadian equity team. […]
What Can We Expect from US Bonds in 2025?
Sarah Hansen: Welcome to Investing Insights. I’m your host Sarah Hansen, and I’m filling in for Ivanna Hampton today. The November election triggered a steep selloff in longer-term bonds, with yields on the 10-year Treasury note climbing as high as 4.45%. Fixed-income markets have since stabilized, but yields remain significantly higher than their September lows. […]