Friday, April 18, 2014
VIDEO REPORT
Economic data for last month didn't provide the full spring forward many hoped for and the economy seems to be stuck in its 2%-2.5% GDP growth rut, says Morningstar's Bob Johnson.
STOCK STRATEGIST
Rockwood and SQM could see opportunities to invest in their moats, but we still expect lithium price pressure.
Morningstar Minute
ETF PROFILE
The screening processes for high-quality dividend payers may not be as effective in emerging markets.
    Morningstar Specialists
    SAM LEE: RATIONAL INVESTING
    Using the latest factor research to identify the drivers of Vanguard Dividend Appreciation's outperformance.
      BOB JOHNSON: READING INDICATORS
      Chinese imports and exports are lagging, indicating a slower growth economy.
        REKENTHALER REPORT
        Why buy Nuveen?
          CHRISTINE BENZ: REAL-LIFE FINANCE
          Morningstar's Christine Benz suggests that even dedicated do-it-yourselfers should follow these key steps.
            JOSH PETERS: DIVIDEND INVESTING
            It's a mistake to assume MLPs will continuously increase their distributions, says DividendInvestor editor Josh Peters, who discusses why he recently sold
            several names.
              MATT COFFINA: WIDE-MOAT INVESTING
              Though currently a small percentage of the sector, distributed generation is a threat that could erode utilities firms' moats over the long term, say Morningstar's Matt Coffina and Travis Miller.
                Mutual Funds
                FUND SPY
                Finding a balanced equity natural-resources fund can be challenging.
                  Stocks
                  EARNINGS NEWS
                  Google’s return on capital for projects are likely to be lower than in the past, but the firm remains a solid core holding, says Morningstar’s Rick Summer.
                    ETFs
                    ETF INVESTING
                    Low-volatility strategies can work well in more-volatile asset classes.
                      Real Life Finance
                      THE SHORT ANSWER
                      Green is good, and red is bad. But what do the ratings mean?
                        Perspectives
                        Kellogg School of Management
                        The timing of a bankruptcy filing shapes the verdict and has consequences for all of us.
                          Bonds
                          VIDEO REPORT
                          Instead of outguessing short-term interest rate moves, fund shop Baird looks to add value on yield curve positioning, individual security selection, and sector allocation, and is currently finding opportunities in corporates.
                            Closed-End Funds
                            CEF WEEKLY
                            A sound, repeatable process executed by an experienced team drove us to upgrade our rating on this CEF.
                              Market Barometer
                              Lg
                              Md
                              Sm
                              Value—Growth
                              Day Return
                              +1.25%
                              0
                              -1.25%
                              1Wk Return
                              +1.25%
                              0
                              -1.25%
                              1Mo Return
                              +4%
                              0
                              -4%
                              3Mo Return
                              +8%
                              0
                              -8%
                              1Yr Return
                              +20%
                              0
                              -20%
                              3Yr Return
                              +20%
                              0
                              -20%
                              1Wk1Mo3Mo1Yr3Yr
                              Market Consensus
                              312K
                              Actual
                              304K
                              Market Consensus
                              2800K
                              Actual
                              2739K
                              Market Consensus
                              8.6
                              Actual
                              16.6
                              Market Consensus
                              NA
                              Actual
                              24 bcf
                              Market Consensus
                              0.8%
                              Actual
                              Market Consensus
                              NA
                              Actual
                              Market Indexes
                              DJIA
                              16,409
                              -16.3
                              -0.1%
                              S&P 500
                              1,865
                              2.5
                              0.1%
                              NASDAQ
                              4,096
                              9.3
                              0.2%
                              Morningstar U.S. Market
                              4,719
                              8.0
                              0.2%
                              Morningstar Small Cap
                              7,324
                              31.1
                              0.4%
                              Commodity Futures
                              Gold
                              $1,293.80
                              -0.71%
                              Apr 14
                              Light Crude
                              $104.59
                              0.80%
                              May 14
                              Natural Gas
                              $4.74
                              4.53%
                              May 14
                              Maturity
                              %Yield
                              6 Month
                              0.05
                              2 Year
                              0.43
                              5 Year
                              1.75
                              10 Year
                              2.73
                              30 Year
                              3.52
                              1 Yr Ago
                              Last Close
                              Data as of last close