Friday, July 25, 2014
Earnings Insights
The online retail giant's third-quarter outlook draws some concern, but we have conviction in the firm's margin expansion and investments, says Morningstar's
R.J. Hottovy.
Dividend Investing with Josh Peters
Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
Video Report
Although inflation has ticked up from 2013 levels, it remains below its historical average and a long way from a worrisome level, says Morningstar's Bob Johnson.
CEF Weekly
As rates grind lower, the opportunity set of high-yielding investments will shrink.
Stock Strategist
Merging its J:COM stake and offering converged services have been key to KDDI's success.
Morningstar Minute
ETF Favorites
With its size-meets-value approach, this large-cap fund could be a suitable core holding.
    Earnings Insights
    Stock Analyst Notes
    The social-networking firm's second-quarter ad revenue soared, particularly in the mobile business, but despite Facebook's upward potential, shares are slightly overvalued at current prices.
    Morningstar Specialists
    Sam Lee: Rational Investing
    And when to make big bets.
      Christine Benz: Real-life Finance
      In their efforts to avoid certain risk factors, investors may be inadvertently exacerbating others, says Morningstar's Christine Benz.
        Rekenthaler Report
        Insights from Bernstein's new book, Rational Expectations.
          Bob Johnson: Reading Indicators
          Increasing employment and income data suggest that retail sales could accelerate even more from here, says Morningstar's Bob Johnson.
            Russ Kinnel: Fund Investing
            Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's
            Russ Kinnel.
              Josh Peters: Dividend Investing
              Companies are buying back shares at near-record levels, but Morningstar's Josh Peters says firms can serve shareholders much better with dividends rather than stock repurchases.
                Matt Coffina: Wide-Moat Investing
                With the uptick in merger and acquisition activity, whether it be for tax-inversion or strategic reasons, investors should focus on the target company, which can benefit from the deal immediately, says Morningstar's Matt Coffina.
                  Mutual Funds
                  Fund Spy
                  High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.
                    ETFs
                    ETF Investing
                    Fickle foreign portfolio flows add another dimension of volatility.
                      Real Life Finance
                      The Short Answer
                      We clear up terms such as margin of safety, risk-free rate of return, and sensitive stocks.
                        Stocks
                        Special Report
                        In this final excerpt from their new book, Morningstar's Heather Brilliant and Elizabeth Collins examine how companies can build competitive advantages around network effect and scale efficiency.
                        Perspectives
                        Perspectives: GMO
                        GMO's Jeremy Grantham looks back at investing mistakes made over his 47-year career, expresses his concerns about a highflying market as well as a dearth of food and fertilizer, and revisits the Keystone.
                          Bonds
                          Video Report
                          The risk of bank-loan defaults is muted at the same time investor demand for such products remains elevated, but this volatile asset class is not for near-term cash needs, says Fidelity's Eric Mollenhauer.
                            Closed-End Funds
                            CEF Weekly
                            Regional equities struggled but MLPs surged ahead in the first half of 2014.
                              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
                              0.3%
                              Actual
                              0.7%
                              Market Consensus
                              0.7%
                              Actual
                              0.8%
                              Market Consensus
                              NA
                              Actual
                              Market Consensus
                              NA
                              Actual
                              Market Consensus
                              NA
                              Actual
                              Market Consensus
                              NA
                              Actual
                              Market Indexes
                              DJIA
                              16,953
                              -131.3
                              -0.8%
                              S&P 500
                              1,978
                              -9.8
                              -0.5%
                              NASDAQ
                              4,443
                              -29.3
                              -0.7%
                              Morningstar U.S. Market
                              4,987
                              -25.8
                              -0.5%
                              Morningstar Small Cap
                              7,482
                              -61.4
                              -0.8%
                              Commodity Futures
                              Gold
                              $1,294.80
                              -0.74%
                              Jul 14
                              Light Crude
                              $102.03
                              -0.04%
                              Sep 14
                              Natural Gas
                              $3.78
                              -1.82%
                              Aug 14
                              Maturity
                              %Yield
                              6 Month
                              0.06
                              2 Year
                              0.53
                              5 Year
                              1.72
                              10 Year
                              2.52
                              30 Year
                              3.30
                              1 Yr Ago
                              Last Close
                              Data as of last close