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Investing Insights

Why Now Is the Time for Value Investing

Investing Insights

Morningstar, Ivanna Hampton, Sarah Hansen

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

4.2537 Ratings

🗓️ 19 January 2024

⏱️ 15 minutes

🧾️ Download transcript

Summary

Also, what you should know before buying a spot bitcoin ETF.

Transcript

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0:00.0

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

0:06.1

Here's what to head on this week's investing insights. Can value stocks make a comeback in 2024?

0:12.6

I'll talk with Morningstar Inc.'s markets reporter Sarah Hansen about what conditions are likely needed for a rebound.

0:19.4

Plus, the world's largest asset manager makes a deal to expand its footprint and infrastructure

0:25.7

investments and what you should know before buying a spot Bitcoin ETF.

0:31.8

This is Investing Insights.

0:44.6

Welcome to Investing Insights. I'm your host, Ivana Hampton. Let's get started with a look at the Morning Star headlines. Black Rock has announced that it will buy $100 billion alternative asset manager,

0:53.2

global infrastructure partners.

0:55.4

Morningstar thinks this has raised the value of the world's largest asset manager.

1:01.1

The purchase will increase its assets under management.

1:04.8

BlackRock reported $10 trillion in managed assets for the fourth quarter.

1:10.1

The sum sits well above Morning Stars

1:12.8

forecast and is up more than 16% year over year. Higher revenue from technology services

1:19.6

drove up total revenue for the quarter to just under 7% year over year. Earning surpassed Morning

1:27.2

Stars forecast.

1:28.2

Meanwhile, full year revenue was flat, elevated compensation and fund administration costs

1:34.6

weighed on Black Rock's operating margins.

1:38.2

Morningstar plans to raise its $710 estimate for what Black Rock's stock is worth by at least 10%. Shares appear fairly valued.

1:49.3

Higher trading revenue expectations helped lift Morningstar's estimate for what CoinBases stock is worth.

1:56.5

Morningstar thinks the cryptocurrency exchange platform's value stands at $100 per share,

2:04.4

up from $80.

2:06.3

Coinbase is benefiting from crypto's strong recovery, trading volume sank in 2023, but has

...

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