Monday, July 28, 2014
Stock Strategist
Dick's has steadily improved returns in a competitive industry.
Improving Your Finances
A review of the data--plus weighing the intangibles--can help you arrive at the right decision, writes Morningstar's Christine Benz.
Morningstar Minute: Chart of the Week
Valuations are high, but Morningstar's quantitative equity ratings uncover two key areas to consider.
Morningstar Minute
Earnings Update
Regulation, rates, and real estate all made headlines in the financial-services sector in recent months and could create ongoing headwinds for several firms.
    Morningstar Specialists
    Bob Johnson: Reading Indicators
    June CPI data showed some moderation, and consumers could see more price relief in the future, says Morningstar's Bob Johnson.
      Josh Peters: Dividend Investing
      Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
        Rekenthaler Report
        Yes, they do affect retail funds.
          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.
              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.
                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.
                  Perspectives
                  Perspectives: Schwab
                  Are the U.S. equity market's recent stumbles bumps in the road or something more serious?
                    Real Life Finance
                    HEARD ON THE BOARDS
                    On the virtues of investing early and well, not supersizing your home, and being in the right place at the right time.
                      ETFs
                      ETF Spotlight
                      China enthusiasts can now gain access to China's A-share market via ETFs.
                        Stocks
                        Earnings Insights
                        Merging its J:COM stake and offering converged services have been key to KDDI's success.
                          Closed-End Funds
                          CEF Weekly
                          As rates grind lower, the opportunity set of high-yielding investments will shrink.
                            Mutual Funds
                            Fund Spy
                            High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.
                              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.
                                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
                                -0.8%
                                Actual
                                -1.1%
                                Market Consensus
                                10.0%
                                Actual
                                Market Consensus
                                85.6
                                Actual
                                Market Consensus
                                0.25%
                                Actual
                                Market Consensus
                                NA
                                Actual
                                Market Consensus
                                215K
                                Actual
                                Market Indexes
                                DJIA
                                16,930
                                -30.6
                                -0.2%
                                S&P 500
                                1,974
                                -4.6
                                -0.2%
                                NASDAQ
                                4,431
                                -18.3
                                -0.4%
                                Morningstar U.S. Market
                                4,972
                                -14.5
                                -0.3%
                                Morningstar Small Cap
                                7,427
                                -52.4
                                -0.7%
                                Commodity Futures
                                Gold
                                $1,305.20
                                0.16%
                                Jul 14
                                Light Crude
                                $101.70
                                -0.38%
                                Sep 14
                                Natural Gas
                                $3.74
                                -1.22%
                                Aug 14
                                Maturity
                                %Yield
                                6 Month
                                0.06
                                2 Year
                                0.53
                                5 Year
                                1.69
                                10 Year
                                2.48
                                30 Year
                                3.24
                                1 Yr Ago
                                Last Close
                                Data as of last close