Plus, what will Vanguard do in 2024, and are Home Depot, Nvidia and Walmart stocks a buy right now?
Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating.
00:20 Walmart’s Q4 Exceeded Expectations
01:11 Nvidia’s Stellar Quarter and AI Demand
02:28 Home Depot Felt Macro Pressures in Q4
03:28 Berkshire Hathaway Releases Its 13F
04:10 SPY and VOO
06:02 People and Process Pillar Ratings
07:55 Why Does Vanguard Have a Better Rating?
09:05 Structural Differences Between SPY and VOO
11:40 Outlook for Vanguard in 2024
12:48 Vanguard’s 2024 International Business Outlook
14:33 Advice in 2024
Read about topics from this episode.
Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More https://www.morningstar.com/stocks/walmart-earnings-low-prices-winning-over-customers-who-are-spending-more
Nvidia Earnings: Revenue Boom Fuels AI Hype https://www.morningstar.com/stocks/nvidia-earnings-revenue-boom-supports-ai-hype
Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution https://www.morningstar.com/stocks/home-depot-earnings-prudently-navigating-macro-pressures-with-strategic-execution
Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4
https://www.morningstar.com/stocks/berkshire-hathaway-earnings-more-sells-than-buys-quieter-q4
Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking https://www.morningstar.com/etfs/vanguard-sp-500-etf-still-sets-high-bar-index-tracking
What’s in Store for Vanguard’s Funds, ETFs, and More in 2024 https://www.morningstar.com/funds/vanguards-funds-etfs-more-2024-2
What to watch from Morningstar.
Walmart Stock Split and Earnings Are Coming Up. What to Expect. https://youtu.be/IYHTOdrvoVs?si=kfdhdJBcX2BToG9J
Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj
When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN
Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor
Read what our team is writing:
Ruth Saldanha https://www.morningstar.com/people/ruth-saldanha
Mo'ath Almahasneh https://www.morningstar.com/people/moath-almahasneh
Daniel Sotiroff https://www.morningstar.com/people/daniel-sotiroff
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Walmart shares are overvalued, but Nvidia and Home Depot are fairly valued. Warren Buffet’s Berkshire Hathaway released its 13F for Q42023, and only two ETFs were on it – one of them earns the coveted Gold rating.
00:20 Walmart’s Q4 Exceeded Expectations
01:11 Nvidia’s Stellar Quarter and AI Demand
02:28 Home Depot Felt Macro Pressures in Q4
03:28 Berkshire Hathaway Releases Its 13F
04:10 SPY and VOO
06:02 People and Process Pillar Ratings
07:55 Why Does Vanguard Have a Better Rating?
09:05 Structural Differences Between SPY and VOO
11:40 Outlook for Vanguard in 2024
12:48 Vanguard’s 2024 International Business Outlook
14:33 Advice in 2024
Read about topics from this episode.
Walmart Earnings: Low Prices Winning Over Customers, Who Are Spending More https://www.morningstar.com/stocks/walmart-earnings-low-prices-winning-over-customers-who-are-spending-more
Nvidia Earnings: Revenue Boom Fuels AI Hype https://www.morningstar.com/stocks/nvidia-earnings-revenue-boom-supports-ai-hype
Home Depot Earnings: Prudently Navigating Macro Pressures With Strategic Execution https://www.morningstar.com/stocks/home-depot-earnings-prudently-navigating-macro-pressures-with-strategic-execution
Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4
https://www.morningstar.com/stocks/berkshire-hathaway-earnings-more-sells-than-buys-quieter-q4
Vanguard S&P 500 ETF Still Sets a High Bar for Index-Tracking https://www.morningstar.com/etfs/vanguard-sp-500-etf-still-sets-high-bar-index-tracking
What’s in Store for Vanguard’s Funds, ETFs, and More in 2024 https://www.morningstar.com/funds/vanguards-funds-etfs-more-2024-2
What to watch from Morningstar.
Walmart Stock Split and Earnings Are Coming Up. What to Expect. https://youtu.be/IYHTOdrvoVs?si=kfdhdJBcX2BToG9J
Should You Bet on Online Gambling Stocks Now? https://youtu.be/ltcMHu3RYYk?si=lfCgPUcU5Fvg19Uj
When Will the Fed Finally Cut Rates? https://youtu.be/CcbUDKtnzNQ?si=n5Z2kbuHPPgW6CCN
Could Company 401(k)s Go the Way of IBM? https://youtu.be/QAxokyStJ3o?si=_18V0O8syb1otbor
Read what our team is writing:
Ruth Saldanha https://www.morningstar.com/people/ruth-saldanha
Mo'ath Almahasneh https://www.morningstar.com/people/moath-almahasneh
Daniel Sotiroff https://www.morningstar.com/people/daniel-sotiroff
Susan Dziubinski https://www.morningstar.com/people/susan-dziubinski
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
Twitter: https://twitter.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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