Rising Interest Rates Make Bond Ladder ETFs More Appealing
Investing Insights
Morningstar, Ivanna Hampton, Sarah Hansen
4.2 • 539 Ratings
🗓️ 18 November 2022
⏱️ 20 minutes
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Summary
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| 0:00.0 | Please stay tuned for important disclosure information at the conclusion of this episode. |
| 0:05.0 | Here's what's ahead on this week's Investing Insights. A silver lining has emerged as interest rates rise. |
| 0:11.2 | We'll explain how bond investors can benefit, plus a few ideas on how to hedge your portfolio against high inflation. |
| 0:19.0 | And Disney wrapped up its fiscal year with wins and losses. Find out whether our team thinks the stock is a buy or not. This is Investing Insights. |
| 0:32.9 | Welcome to Investing Insights. I'm your host, Ivana Hampton. Let's get started with a look at the Morning Star headlines. |
| 0:40.4 | Disney reported a mixed end to fiscal 2022. The company had impressive streaming growth, as well as record parks revenue, but a much larger loss at the media division. |
| 0:52.3 | Losses widened greatly at the direct-to-consumer segment. Management |
| 0:56.3 | claims that the fourth quarter represents the peak losses for that segment and business |
| 1:01.7 | is still expected to achieve profitability in fiscal 2024. But it also made mention of no meaningful |
| 1:09.1 | shift in the economic climate. |
| 1:11.5 | Disney Plus added more than 12 million customers globally in the quarter |
| 1:15.4 | versus less than a 2.5 million for Netflix. |
| 1:19.0 | The growth was more evenly spread than last quarter among the different global markets. |
| 1:24.7 | Morningstar Research Services Senior Equity Analyst, Neil Macer, he lowered his estimate of |
| 1:30.0 | what he thinks Disney stock is worth to $170, and he believes the shares are significantly |
| 1:36.1 | undervalued. Positive and negative news came out of Roblox third quarter results. The video game platform |
| 1:43.3 | saw user growth and more bookings, |
| 1:45.5 | but the operating loss widened significantly compared to last year. Global daily active users |
| 1:51.7 | were almost 59 million. That's 11 million more users than they had last year. The reach with |
| 1:57.8 | older gamers continue to improve. Meanwhile, profitability continue to fall short of Morning Stars projections due to the investments in headcounts, spending on safety measures and increased developer payouts. |
| 2:12.4 | We projected the pace of hiring a slow, however, management expects to continue hiring through 2023, |
| 2:20.0 | bucking the overall tech trend toward large-scale layoffs. We're lowering our estimate of what |
... |
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