Meta Earnings: Increasing Fair Value Due to Generative AI Advances…
What We Thought of Meta’s Earnings Meta META reported strong fourth-quarter financial results, with the firm’s sales growing 21% year over year to $46.8 billion and operating margins expanding 700 basis points year over year to 48%. Why it matters: Meta’s advertising behemoth surpassed our expectations on both the top and bottom line. We were […]
Proximity to Active Oil and Gas Wells May Elevate COVID-19 Mortality Risk
Living Near Active Oil and Gas Wells May Have Increased Risk of Dying from COVID-19 On Feb. 6, 2020, a week after the World Health Organization declared the global coronavirus outbreak a public health emergency, the first Californian died of COVID-19 in San Jose. The next month, cases ballooned around the San Francisco Bay Area, […]
Navigating Success with Fidelity NorthStar
Fidelity NorthStar hasn’t always been a top performer, but it could be counted on for downside protection. An important change five years ago helped the fund capture extra upside, making it one of the top names in the Global Small-Mid Cap category. From October 2011 to November 2019, Fidelity NorthStar’s two skilled managers, Joel Tillinghast […]
Recycling Lithium-Ion Batteries Reduces Emissions and Ensures Future Mineral Supply
Recycling lithium-ion batteries slashes emissions, secures future mineral supply Researchers at Stanford University have found that recycling lithium-ion batteries has notable environmental advantages over traditional mining processes. This study, led by assistant professor William Tarpeh and Ph.D. student Samantha Bunke, demonstrates that large-scale recycling could significantly mitigate the supply insecurity of critical battery minerals—factors that […]
Apple Earnings: Impact of Slowing iPhone Sales Becomes Clear
Apple’s AAPL December-quarter revenue rose by 4% year over year to $124.3 billion. IPhone revenue declined 1% year over year to $69.1 billion, and services revenue rose 14% year over year to $26.3 billion. March-quarter revenue guidance calls for low to mid-single-digit year-over-year growth. Why it matters: The firm’s tepid results and guidance align with […]
Trump Imposes Tariffs on Imports from Canada, Mexico, and China, Declares ‘National Emergency’
Trump signs tariffs on imports from Canada, Mexico and China: ‘National emergency’ The Trump administration will be imposing tariffs through its new International Emergency Economic Powers Act (IEEPA). President Donald Trump signed an executive order authorizing the tariffs Saturday, which will go into effect Tuesday, consisting of a 25% additional tariff on imports from Canada […]
Study Shows Talent Shortages and Manual Processes Hinder Finance Teams in the Construction Industry
Research Reveals Talent Shortages and Manual Processes are Stifling Finance Teams in Construction MELBOURNE, Australia, Feb. 2, 2025 /PRNewswire/ — A new report has revealed significant challenges facing construction finance teams across Australia and New Zealand, with talent shortages, outdated systems, and manual processes topping the list of concerns. The findings by Payapps, an award-winning […]
Rogers Earnings: Competitive Landscape Continues to Challenge
Key Morningstar Metrics for Rogers Communications What We Thought of Rogers Communications’ Earnings Rogers Communications’ RCI.B fourth-quarter earnings highlighted Canada’s competitive wireless and wireline service market. However, the country’s stricter immigration policy weighed on the firm’s wireless results in the fourth quarter, and we expect this to continue in the coming years. We’ve reduced our […]
INSIGHT: How Two Ex-Employees are Steering Mali’s Tough Negotiations with Barrick
Mali’s military-led government, which in December seized three metric tons of gold from Barrick worth about $245 million, has given the miner until Saturday at midnight to respond to its demands. It wants Barrick to pay 125 billion CFA francs ($199 million) in back taxes, according to a source familiar with the situation. If a […]
Canadian Pacific Earnings: Impact of Port Disruptions on Performance
Canadian Pacific Kansas City’s CP fourth-quarter top line grew by 3% year over year, on yield gains (longer lengths of haul) and synergies related to the merger with Kansas City Southern, partly offset by labor-related port disruption for coal and intermodal. Profitability also improved relative to a year ago. Key Morningstar Metrics for Canadian Pacific […]