We have been covering the Morningstar Conference, below are some good video interviews with the panelists which just were posted by Morningstar.
Given Facebook Inc (NASDAQ:FB)’s strong network effect and high switching costs, its direct rivals are a smaller concern than something completely different that might divert users’ attention away from social networks, say Morgan Stanley (NYSE:MS) manager Dennis Lynch. Plus: Why Lynch lowered his Apple Inc. (NASDAQ:AAPL) stake.
Lynch: The Bigger Threat to Facebook
Danoff: The Benefits of Being Big
Will Danoff, manager of the $100 billion-plus Fidelity Contrafund, says that with the fund’s size comes valuable research resources, influence with company management, and the necessity of taking long-term positions.
5 Takeaways From the 2014 Morningstar Investment Conference
Gross posits the New Neutral, Hasenstab likes emerging-markets bonds, international stocks have blurred lines, strategic beta remains up for debate, and more.
Hasenstab: What’s So Attractive About Ukraine
Short-sighted panic-selling has offered good opportunities to buy Ukraine’s dollar-denominated government bonds, which are backed by solid fundamentals, says Templeton Global Bond manager Michael Hasenstab.
Via Morningstar
