meta_pixel
Tapesearch Logo
Log in
Investing Insights

Active ETFs Take Off –– 3 Ideas for Investors

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

Bonds, Stocks, Analysis, Advice, Trading, Funds, News, Investment, Morningstar, Entrepreneurship, Mutual, Ideas, Etfs, Finance, Investing, Business, Economic, Independent, Christine Benz

4.2539 Ratings

🗓️ 12 May 2023

⏱️ 24 minutes

🧾️ Download transcript

Summary

Plus, what Morningstar analysts think about Apple, SoFi, and Coinbase stocks after earnings, and ways to use asset location to minimize taxes.

Transcript

Click on a timestamp to play from that location

0:00.0

Please stay tuned for important disclosure information at the conclusion of this episode.

0:05.7

Here's what's ahead on this week's Investing Insights. Apple exceeded expectations in his fiscal second quarter.

0:12.0

Here why Morningstar remains cautious about the tech company's future. Plus, a game changer has

0:18.1

shaken up. Active ETF investing.

0:24.0

The editor of Morningstar ETF Investor newsletter. We'll join the podcast to discuss the new frontier and spotlight some favorite active ETFs.

0:30.7

And how investors can use an investment strategy called Asset Location to their benefit.

0:36.8

This is Investing Insights.

0:42.6

Welcome to Investing Insights. I'm your host, Ivana Hampton. And let's get started with a look

0:47.8

at the Morning Star headlines. Apple's fiscal second quarter results surpassed expectations,

0:54.2

iPhone sales and services like the App Store and ICloud outperform, but revenue declined

1:00.2

3%.

1:01.1

With a drop in iPad and Mac sales in the March quarter, Morningstar had been anticipating, a slowdown

1:08.3

of strong growth in hardware products, remote work and school, and the initial

1:13.2

rollout of 5G boosted demand for several years. Morningstar is pleased with the iPhone and services

1:20.0

segments modest growth, despite other areas falling on a year-over-year basis. The analyst remains

1:27.0

cautious about the next several quarters for

1:29.7

Apple as macroeconomic headwinds persist. However, the tech titan should fare better than many

1:36.3

of its smartphone peers. Morningstar is maintaining its $150 estimate of Apple's stock and view shares as

1:43.4

overvalued.

1:45.5

SoFi technologies benefited from more deposits and rising interest rates in the first quarter.

1:51.4

Morningstar things both help the digital bank deliver strong net interest income or what a bank

1:56.7

earns from making loans. However, revenue growth slowed company-wide. SoFi reported a net revenue

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Morningstar, Ivanna Hampton, Sarah Hansen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Morningstar, Ivanna Hampton, Sarah Hansen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.