Morningstar, Inc. - August 22, 2025
3 New Warren Buffett Stocks to Buy From Berkshire Hathaway’s 13F Filing
Plus, an undervalued dividend stock, and is crypto lurking in...
Morning DigestAugust 22, 2025 Susan Dziubinski Plus the full list of stocks that Berkshire bought and sold last quarter. Editor's Picks Despite its recent rally, this wide-moat stock still looks attractive. Jaime Katz Our research shows the WISH Act could boost rates of retirement-income adequacy by over 30% for those who qualify. Spencer Look, Jack VanDerhei Many widely held mutual funds have big stakes in bitcoin treasury stocks. Stephen Welch Investing Insights CEO Salim Ramji on how active bond management at the right price can serve investors well. Christine Benz, Dan Lefkovitz Emerging-market bond funds are having another good year. Gabe Alpert These 12 undervalued consumer defensive stocks look attractive today. Tori Brovet, Margaret Giles Diversification is the best defense against the unknown. Jason Kephart Earnings Season We view Walmart stock as significantly overvalued. Erin Lash We expect Baidu’s ad revenue to recover along with the economy, and believe investors are overlooking its long-term positioning as a hyperscaler. Kai Wang New Stock Analyst Reports On Aug. 20, the Louisiana Public Service Commission approved Entergy's (ETR) application to build three new gas power plants and new transmission facilities by 2029 to serve a data center planned by Meta. This approval shows that Entergy, its customers, and Louisiana public officials are aligned to attract data center development. This could lead to more deals and growth for Entergy. The $10 billion, 4-million-square-foot Hyperion facility was Meta's largest planned data center when it was announced in December 2024 and one of the largest economic developments in Louisiana history. Aegon (AGN) reported a nearly 20% rise in operating profit for the first half, to EUR 845 million. The improvement was predominantly driven by better performance of protection, the largest contributor to operating profit in the Americas business. The rise in protection operating profit came from a double-digit increase in traditional life insurance policy sales and slightly better indexed universal life sales, which is the core product of Transamerica. Net deposits were up substantially in indexed annuities. New Fund Analyst Reports American Funds Moderate Gr & Inc A (BLPAX): American Funds Growth and Income series sports a top management team that guides its distinctive objectives-based approach, which is built on robust multi-asset research. This standout series is a great choice for investors seeking capital appreciation and income. The Tools You Need to Invest Like an Analyst |





