How to Find Stocks Primed to Beat the Market

Plus: Nvidia’s outlook, “higher for longer” makes a comeback, and what Buffett stocks to buy now. [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_smartinvestor&utm_content=51958&elqTrackId=532705c6285b4466b72ddb659b3a6120&elq=cf48c20c1ae1487da98f98efa4e905ab&elqaid=51958&elqat=1&elqCampaignId=26112) [Smart Investor] Smart Investor [Tom Lauricella, chief markets editor]( Connect with Tom on [LinkedIn]( [Tom Lauricella] In this week's newsletter: - [How to Find Stocks Primed to Beat the Market]( - [Are ‘Higher for Longer’ Interest Rates Back?]( - [Spot Bitcoin ETFs’ Trading Debut in 6 Charts]( - [Going Into Earnings, Is Nvidia a Buy, a Sell, or Fairly Valued?]( - [4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing]( The bull keeps pushing forward, with stocks grinding out new highs. But for bond investors, it’s a different story. After a big rally in the bond market during the fourth quarter and into the start of 2024, bonds have sold off as it’s become clear that the Federal Reserve won’t be making the quick turn to cutting rates that had been expected. As [Sarah Hansen reports]( it’s once again looking like “higher for longer” is the mantra investors should focus on. Elsewhere this week, we dig into one of the core tenets of Morningstar’s approach to stock investing: Looking for companies with lasting competitive advantages, aka economic moats. As Bella Albrecht explains, the data shows that the power of moats really comes to the fore when combined with attractive valuations. Here’s [our deep dive]( into how investors can find stocks with strong odds of outperforming. Earnings news continued to dominate, including the latest from [Coinbase]( [Cisco]( and [Albemarle](. We also have Morningstar analysts’ takes on [Disney’s stock]( following its earnings and what to watch when market heavyweight [Nvidia]( reports this coming week. We’ve also got a close look at some of the stocks that Warren Buffett’s Berkshire Hathaway has been buying and selling, and the names in his portfolio that [Morningstar thinks are currently a buy](. Lastly, outside the world of stocks, we check in on how spot bitcoin ETFs are looking one month after their launch. Bryan Amour looks at [new ETF launches]( fee wars, and performance. As always, check out our [Markets page]( for our latest coverage and live stock market updates, along with our [weekly calendar]( of key upcoming data and events. Did a friend forward this email? [Sign up here](. [How to Find Stocks Primed to Beat the Market]( [How to Find Stocks Primed to Beat the Market]( Wide moats and low valuations have been a winning combination for investors. Bella Albrecht [Find Stocks]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] Markets and the Economy [Are ‘Higher for Longer’ Interest Rates Back?]( [Are ‘Higher for Longer’ Interest Rates Back?]( The path suddenly isn’t so clear for the Fed and the bond market. Sarah Hansen [January U.S. CPI Report Shows Inflation at a 3.1% Annual Rate, Hotter Than Expected]( [January U.S. CPI Report Shows Inflation at a 3.1% Annual Rate, Hotter Than Expected]( Core CPI also shows higher inflation rate than predicted. Tom Lauricella [After a Hot January Inflation Report, Will the Fed Wait Longer to Cut Rates?]( [After a Hot January Inflation Report, Will the Fed Wait Longer to Cut Rates?]( Stubbornly high shelter costs lift CPI, even as other parts of the outlook improve. Sarah Hansen [4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing]( [4 Warren Buffett Stocks to Buy After Berkshire Hathaway’s Latest 13F Filing]( Plus, the stocks Berkshire bought and sold last quarter. Susan Dziubinski [What’s Happening In the Markets This Week]( [What’s Happening In the Markets This Week]( Home sales data, Nvidia and Walmart earnings coming up. Bella Albrecht [Spot Bitcoin ETFs’ Trading Debut in 6 Charts]( [Spot Bitcoin ETFs’ Trading Debut in 6 Charts]( Here’s what we’ve learned in the first month of bitcoin ETFs’ long-awaited arrival. Bryan Armour [Fees Are Rising for These 4 Funds]( [Fees Are Rising for These 4 Funds]( Should spiking costs concern investors? Russel Kinnel [Funds Too Risky to Own, Too Big to Ignore]( [Funds Too Risky to Own, Too Big to Ignore]( Emerging-markets funds that cut off exposure to China help solve some problems but create others. David Carey [This Sustainable Fund Jumped 45% in 2023]( [This Sustainable Fund Jumped 45% in 2023]( Exposure to AI stocks like Adobe was a driver last year. Will it continue to pay off in 2024? Muskaan Hemrajani [Commercial Real Estate and Regional Banks: Should You Worry?]( [Commercial Real Estate and Regional Banks: Should You Worry?]( A look at which banks that Morningstar covers might be at risk. David Sekera, Susan Dziubinski [After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings, Is Disney Stock a Buy, a Sell, or Fairly Valued?]( With positive surprises from streaming revenue and a strong rally in its stock, here’s what we think of Disney’s outlook. Matthew Dolgin [Going Into Earnings, Is Nvidia a Buy, a Sell, or Fairly Valued?]( [Going Into Earnings, Is Nvidia a Buy, a Sell, or Fairly Valued?]( With data centers dominating revenue, here’s what we think of Nvidia’s stock. Brian Colello [Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?]( [Going Into Earnings, Is Home Depot Stock a Buy, a Sell, or Fairly Valued?]( With slow housing turnover, here’s what we think of Home Depot’s stock. Grace Na, Jaime Katz [After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued?]( With strong momentum for the artificial intelligence platform, here’s what we think of Palantir’s stock. Malik Ahmed Khan [After Earnings and a Massive Rally, Is Arm Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings and a Massive Rally, Is Arm Stock a Buy, a Sell, or Fairly Valued?]( With gains in Arm’s market share and big jump in its stock price, here’s what we think of its outlook. Javier Correonero [After Earnings, Is Ford Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings, Is Ford Stock a Buy, a Sell, or Fairly Valued?]( With Ford’s fresh pricing outlook and special dividend, here’s what we think of its stock. David Whiston [After Earnings, Is Uber Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings, Is Uber Stock a Buy, a Sell, or Fairly Valued?]( With better-than-expected fourth-quarter results and a $7 billion share buyback plan, here’s what we think of Uber’s stock. Ali Mogharabi [After Earnings, Is Snap Stock a Buy, a Sell, or Fairly Valued?]( [After Earnings, Is Snap Stock a Buy, a Sell, or Fairly Valued?]( With mixed fourth-quarter results and big drop in its stock, here’s what we think of Snap’s outlook. Ali Mogharabi [After Earnings, 2 Stocks to Buy, 1 to Watch, and 2 to Sell]( [After Earnings, 2 Stocks to Buy, 1 to Watch, and 2 to Sell]( Plus, our take on regional banks today. David Sekera, Susan Dziubinski [Investing Opportunities for Oil and Gas E&P Stocks During the Energy Transition]( [Investing Opportunities for Oil and Gas E&P Stocks During the Energy Transition]( Cost advantage is key for E&P firms to achieve a moat. Stephen Ellis [Walmart’s Stock Split and Earnings Are Coming Up. Here’s What to Expect]( [Walmart’s Stock Split and Earnings Are Coming Up. Here’s What to Expect]( Plus, details about Ford’s special dividend for 2024 and how spot bitcoin ETFs performed in their first month. Noah Rohr, Ivanna Hampton, Sylvester Flood, Ruth Saldanha Chart of the Week [Index Funds Have Officially Won]( [Index Funds Have Officially Won]( Now what? John Rekenthaler [Find Out More]( Share: [facebook]( [twitter]( [linkedin]( Recent Earnings [Coca-Cola: Focus on Volume Expansion Good for Long-Term Sales and Profit Growth]( [Energy Transfer: Solid Quarter, 2024 Guidance Looks Conservative]( [Cisco: Management Again Lowers Outlook]( [Berkshire Hathaway 13F Filing: More Sells Than Buys in Quieter Q4]( [Albemarle: Cost Reductions Should Help Profits Amid Lower Lithium Prices]( [Occidental Petroleum: Well Performance Drives Productivity Gains]( [Coinbase: Crypto Boom Powers Return to Profit]( Future-Proof Your Strategy With Morningstar Investor Build a portfolio that's durable, no matter what the market throws your way. Subscribe to Morningstar Investor and get unlimited access to our powerful ratings and performance data, unbiased analysis on thousands of stocks, funds, and ETFs, and portfolio management tools that give you a deep understanding of your investments so you know when to make changes to keep your strategy strong. 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