The following was extracted from Morningstar: Estee Lauder Earnings: Persistent China Weakness Sets Up a Tough Fiscal 2025; CEO Plans to Retire Dan Su Aug 20, 2024 Wide-moat Estee Lauder reported fiscal 2024 profits that exceeded our estimates but issued a sobering fiscal 2025 outlook, projecting another year of subdued growth as a … [Read more...]

The following was extracted from Morningstar: We Consider ITW an Outstanding Operator David Whiston Apr 30, 2024 Illinois Tool Works Earnings: Operational Improvements Offset Weaker Demand and Currency Headwinds David Whiston Jul 31, 2024 Illinois Tool Works reported mixed second-quarter results with … [Read more...]

The following was extracted from Morningstar: Apple Earns Its Wide Moat Via Excellent Integration of Premium Hardware, Software, and Services William Kerwin Aug 2, 2024 Apple Earnings: Higher iPhone Forecast Lifts Valuation to $185 From $170; Shares Still Out of Reach William Kerwin Aug 2, 2024 We raised … [Read more...]

The following was extracted from Morningstar: We Don’t See Alphabet’s Growth Engines Stalling Malik Ahmed Khan Aug 21, 2024 Alphabet: We Like the Firm Even as It Remains Under the Regulatory Microscope Malik Ahmed Khan Aug 21, 2024 We are raising our fair value estimate for wide-moat Alphabet to $209 from $182 after … [Read more...]

The following was extracted from Morningstar: Amazon Earnings: AWS Continues to Accelerate While Overall Margins Strength Persists Dan Romanoff Aug 2, 2024 We are raising our fair value estimate for wide-moat Amazon to $195 per share from $193 after the company reported solid second-quarter results. The company’s third-quarter outlook aligned with our … [Read more...]

The following was extracted from Morningstar report: 2024 Will Be an Acquisitive Year for Wide-Moat Waste Management Brian Bernard Jul 29, 2024 Waste Management Earnings: Margin Expansion Continues but Market Punished Earnings Miss Brian Bernard Jul 26, 2024 Waste Management’s stock price slid 8% on July … [Read more...]

The following was extracted from Morningstar: McDonald's Set to Increase Investment in Value Positioning as Consumer Spending Slows Sean Dunlop Jul 30, 2024 McDonald's Earnings: Consumer Pressure Takes a Big Bite out of Industry's Near-Term Prospects Sean Dunlop Jul 29, 2024 We remain … [Read more...]

The following was extracted from Morningstar: Novo Nordisk's Cardiometabolic Innovation Supports a Wide Moat Karen Andersen Jun 11, 2024 Novo Nordisk Earnings: Wegovy Supply, Obesity Pipeline in Focus; Maintaining Fair Value Estimates Karen Andersen Aug 7, 2024 We’re maintaining our DKK 600/$86 fair value … [Read more...]

The following was extracted from Morningstar: NXP Semiconductors: Upgrading Moat to Wide, Fair Value Estimate Rises to $320 From $290 Brian Colello Jun 18, 2024 Business Strategy and Outlook NXP Semiconductors is one of the largest suppliers of semiconductors for the automotive market and a significant player in the analog and … [Read more...]

The following was extracted from Morningstar: Johnson & Johnson's Robust Portfolio and Pipeline Set Up Steady Long-Term Growth Damien Conover May 24, 2024 Business Strategy and Outlook Johnson & Johnson stands alone as a leader across the major healthcare industries. It maintains a diverse revenue base, a … [Read more...]