Insights That Drive Financial Growth in Resource and Tech Markets

Berkshire Hathaway Earnings: Strong Performance Amidst…

Berkshire Hathaway Earnings: Strong Performance Amidst…

With narrow-moat-rated Berkshire Hathaway BRK.A/BRK.B reporting adjusted first-quarter results that were about in line with our expectations, we are leaving our USD 730,500 per Class A share and USD 487 per Class B share fair value estimates in place. First-quarter reported revenue, including unrealized and realized gains/losses from Berkshire’s investments and derivatives portfolios, declined 9.2% […]

Apple Earnings: Tariffs Impacting Performance, Yet We Press On…

Apple Earnings: Tariffs Impacting Performance, Yet We Press On…

Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Apple’s AAPL March-quarter revenue rose 5% year over year to $95.4 billion, with iPhone revenue rising 2% to $46.8 billion. March-quarter gross margin rose 50 basis points year over year to 47.1%. June-quarter guidance calls for modest year-over-year revenue growth […]

Battery X Metals Reaches Key Milestone with Next-Gen Lithium-Ion Battery Rebalancing Machine Delivery and Announces Exclusive Live Reveal Event

Battery X Metals Reaches Key Milestone with Next-Gen Lithium-Ion Battery Rebalancing Machine Delivery and Announces Exclusive Live Reveal Event

Battery X Metals Achieves Pivotal Milestone with Delivery of Next-Generation Lithium-Ion Battery Rebalancing Machine and Announces Exclusive Live Reveal Event Battery X Metals is poised to revolutionize the electric vehicle (EV) landscape with its newly unveiled Prototype 2.0, an innovative solution in lithium-ion battery rebalancing technology. Designed to enhance the longevity of EV batteries while […]

Canadian National Earnings: Economic Impact of…

Canadian National Earnings: Economic Impact of…

Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Key Morningstar Metrics for Canadian National Railway What We Thought of Canadian National Railway’s Earnings Canadian National’s first-quarter top line grew 3.5% year over year due to favorable foreign exchange, mix-related yield gains (longer lengths of haul), and higher core […]

Precious Metals Provide Safeguards Against Upcoming Economic Challenges

Precious Metals Provide Safeguards Against Upcoming Economic Challenges

Stock image. USA Today reported the US economy’s performance in Q1 was the worst in three years.  GDP growth in the last quarter of Biden’s administration was 2.4%; in the first quarter of Trump’s administration, it is – 0.3%. Wednesday’s Commerce Department report showed that US consumer spending rose 0.7% in March, a solid gain […]

A Century of Market Trends Indicates Potential 18% Decline for the S&P 500

A Century of Market Trends Indicates Potential 18% Decline for the S&P 500

100 Years of Market History Suggests S&P 500 Could Fall Another 18% Investors cheered on a stronger-than-expected April jobs report on Friday, but a new report from BNP Paribas suggests the pain might not be over just yet for stocks. In a note to clients on Friday, strategists at the French bank said they see […]

Fairfax Earnings: Impact of California Wildfires

Fairfax Earnings: Impact of California Wildfires

Editor’s Note: This analysis was originally published as a stock note by Morningstar Equity Research. Fairfax’s reported results were negatively affected by $692 million in losses from the California wildfires, but that was more than offset by $1.1 billion in investment gains. Why it matters: The net impact was solid adjusted book value per share […]