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

Netflix's no-password sharing has boosted the company's revenue, but the stock is still expensive.

How can bond managers compete with 5% yields on cash?

And what should and should not be in your co-portfolio?

This is Investing Insights.

Welcome to Investing Insights.

I'm your host, Ruth Salana.

Let's get started with a look at your Morning Star headlines.

Netflix released a solid earnings report for the second quarter, topping Morning Star estimates.

The streamers cracked down to turn password sharing into paid sharing led to the addition of almost 6 million subscribers.

Netflix now boasts that it has more than 238 million

global paid subscribers. Management says it expects growth to continue as the paid sharing

plan is rolled out in all its markets. Despite the additional subscribers and fees, revenue

lined up with estimates. Partly due to stagnant average revenue per user in North America and fees, revenue lined up with estimates, partly due to stagnant average revenue per user

in North America and Europe, Netflix's two largest regions. Revenue rose 3% to $8.2 billion.

However, growth hasn't hit double digits since the fourth quarter of 2021, despite price

hikes and the crackdown on password sharing.

And once the benefits of paid sharing level off, attracting new subscribers will likely be challenging,

even as competition in streaming is intensifying.

Morningstar is upping its estimate for what Netflix shares are worth to $330 from $315. But still, the stock appears overvalued.

United Airlines reported robust second quarter results, but higher costs loom on the horizon.

The airline's passenger revenue surpassed Morningstar's expectation, and it almost sold out capacity

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