Sunday, May 26, 2013
HEARD ON THE BOARDS
Key lessons: Don't overextend, and don't be a landlord without doing some soul-searching first.
STOCK INVESTING
These great businesses are undervalued and run by CEOs that are looking out for the best interests of shareholders.
VIDEO REPORT
Morningstar's Daniel Needham explains how investors can use a value strategy to dictate their asset allocation over time.
Real Life Finance
The Economy
READING INDICATORS
Bernanke and company won't make or break the economy single-handedly, writes Morningstar's Bob Johnson
Stocks
Bonds
REKENTHALER REPORT
On bubbles, balanced investing, and Rekenthaler's latest fail.
Closed-End Funds
Mutual Funds
FUND TIMES
In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.
    ETFs
    Perspectives
    PERSPECTIVES: Research Affiliates
    Does the apparent dearth of financial genius mean the investment industry is in crisis?
    Morningstar Investment Conference Preview
    MORNINGSTAR CONFERENCE PREVIEW
    As investors debate the challenges of interest-rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.
    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
    1.6%
    Actual
    3.3%
    Market Consensus
    0.5%
    Actual
    1.3%
    Market Consensus
    10.1%
    Actual
    Market Consensus
    72.5
    Actual
    Market Consensus
    NA
    Actual
    Market Consensus
    340K
    Actual
    Market Indexes
    DJIA
    15,303
    8.6
    0.1%
    S&P 500
    1,650
    -0.9
    -0.1%
    NASDAQ
    3,459
    -0.3
    0.0%
    Morningstar U.S. Market
    4,152
    -3.9
    -0.1%
    Morningstar Small Cap
    6,288
    -15.9
    -0.3%
    $1,389.30
    0.18%
    May 13
    $93.87
    -0.40%
    Jul 13
    $4.22
    -0.89%
    Jun 13
    Maturity
    %Yield
    6 Month
    0.07
    2 Year
    0.26
    5 Year
    0.90
    10 Year
    2.01
    30 Year
    3.18
    1 Yr Ago
    Last Close
    Data as of last close