Morningstar, Inc.

24% compounded growth for 25 years, you know, you just don't see that. That's, you know, upper echelon. I mean, it's remarkable.

— Morningstar, Inc., at 14:58

We think the fundamentals are flawless and if anything, we think they're accelerating into 2027 and 2028... we think all of the fundamentals are flashing green for this company, so to speak, and we think the market will come around once those results start printing over the next

— Morningstar, Inc., at 13:24

even Alphabet has fallen enough that it's looking more attractive

— Morningstar, Inc.

Microsoft, I still think that's a core stock that you should have in pretty much, you know, any portfolio. You know, that stock has really taken a beating this past quarter. I think now is a good time to dollar cost average probably into, you know, larger positions there... Micro

— Morningstar, Inc.

something like Salesforce in the software sector is still one that I think looks very attractive to investors

— Morningstar, Inc.

some of the big names that we find, you know, very undervalued today, Nvidia... you know some of these like Nvidia looking you know more attractive

— Morningstar, Inc.

some of the big names that we find, you know, very undervalued today, Nvidia, Microsoft, Broadcom... some of the big names like Nvidia, Amazon, Microsoft, Broadcom, Meta, you know, all trading, you know, in undervalued territory.

— Morningstar, Inc.

I think for me, the biggest mistake with Tesla was when they opened the factory in Shanghai. Successfully, you know, earlier than schedule, under budget, I think, but they were able to sell the cars at Western prices when they had a Chinese cost of goods sold. So, they were very

— Morningstar, Inc., at 22:36

Really we think that there's some excitement around the AI rectification if you will in the market. But for us it comes down to how will that impact iPhone sales... we don't see this rexification, this update coming in the fall of 26 as driving an inflection in iPhone sales. And