Morningstar, Inc. - July 29, 2025
3 Stocks to Buy and 3 Stocks to Sell After Earnings
Plus: Tariffs and Dollar Weakness Tested US Resilience, How One...
 Morning DigestJuly 29, 2025 David Sekera, Susan Dziubinski Plus, our take on Microsoft, Apple, Amazon and Meta Platforms before they report. 
ADVERTISEMENT  Editor's Picks  Six charts on the markets and economy in Q2 2025. Andrew Daniels  What you need to know about the advantages and risks of investing in TIPS. Amy Arnott  If your plan is to self-fund long-term care, do so with tax considerations and asset allocation in mind. Christine Benz  Companies that can maintain operations through a wildfire crisis have a powerful advantage. Ron Bundy Investing Insights ON Semiconductor and Waters are among the stocks that fell into undervalued territory. Bella Albrecht Wells Fargo and Linde are among the stocks rated as expensive. Bella Albrecht With confidence in the firm’s rooted position in the commercial aircraft industry, here’s what we think of GE Aerospace’s stock. Nicolas Owens Looking for low-cost index funds to invest in? These mutual funds and ETFs earn Morningstar’s top rating. Tori Brovet And why a high income is not enough to keep you from falling into an overspending trap. Jess Bebel New Stock Analyst Reports In Heineken's (HEIA) first half, organic net revenue grew 2.1% and operating profit grew 7.4% year over year. The environment in the Americas and Europe remained soft, leading to a year-over-year group volume decline of 1.1% in the first half. Still, we are encouraged by the firm's premium portfolio expansion in developing regions, with net revenue per hectoliter up 3.3%. Operating margin expansion of 30 basis points was driven by cost savings and improved portfolio mix. We expect the profitability momentum to continue in the second half, with the firm reaffirming its 2025 target of 4%-8% operating profit growth. New Fund Analyst Reports Artisan International Small-Mid (ARTJX) is in the midst of a rough patch, but Rezo Kanovich remains a top-tier manager, and this strategy should bounce back for investors. There are few managers in the international small-mid arena who can match Kanovich’s long-term record. Before joining Artisan in late 2018, Kanovich worked for Oppenheimer, where he produced stellar results as the manager of Invesco Oppenheimer International Small-Mid Company. His record on this fund is also still strong, though it's been challenged in the past few years. The Tools You Need to Invest Like an Analyst Stay connected:
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