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

Here's what to head on this week's investing insights. Omaha, Nebraska will sit in the center of the investing universe this weekend.

The Morningstar Senior Stock Analyst, who covers Berkshire Hathaway, will join the podcast.

Plus, what Morningstar analysts think about a trio of tech titan stocks following earnings

and learn about four great dividend funds that could suit your portfolio.

This is Investing Insights.

Welcome to Investing Insights. I'm your host, Ivana Hampton, and let's get started with a look at the Morningstar headlines.

Facebook and Instagram parent meta has reported first quarter growth. The results confirm Morningstar's view that the company has figured out ways to make money off reels, meta's rival to TikTok.

It also has improved ad conversions, and that could include

users clicking on an ad, watching a video, or buying something via an ad. Morningstar still expects

the social media giant to expand margins in 2024 and has raised revenue projections. Reels' impressions

and ad prices have improved. Cannibalization of other ads on Instagram could end by early 2024.

Reels has helped increase time spent on meta apps, and that should further increase ad demand.

Meta is increasing ad conversions, despite Apple's privacy policy changes.

This reduces its dependence on data from others.

Morningstar commends the firm for

shifting a short and medium-term focus toward increased efficiency. And the move will help

increase capital for share buybacks and reinvesting in artificial intelligence. Morningstar has

raised this estimate of Meta's worth by nearly $20 to $278 and views its shares as undervalued.

Microsoft reported a strong fiscal third quarter with positives on both the top and bottom lines.

The tech company's revenue grew 7% year over year to almost $53 billion, topping expectations.

Important areas like Azure and Microsoft 365 deliver results

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