Wednesday, August 20, 2014
Stock Strategist
This intriguing retail franchising and equipment rental company finds its niche.
Morningstar Minute: Stock of the Week
High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.
Heard on the Boards
How do you and your spouse deal with your different investing personalities?
    Morningstar Minute
    Medalist of the Week
    MainStay ICAP International recently experienced some management changes, but it's still a solid choice for overseas exposure at a reasonable price.
      Morningstar Specialists
      Christine Benz: Real-life Finance
      Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar’s Christine Benz.
        Russ Kinnel: Fund Investing
        Morningstar's director of manager research bought shares of a Silver-rated and a Gold-rated foreign-stock fund.
          Josh Peters: Dividend Investing
          Kinder’s reorganization brings upside potential, but even after the change, its payout coverage is too thin for conservative income investors, says Morningstar DividendInvestor editor Josh Peters.
            Reading Indicators
            The formerly unimportant job openings report has taken on a new significance and recently suggests a tightening labor market.
            Rekenthaler Report
            Vanguard’s new research shows the harm of jettisoning underperformers for high-performing funds in the same category.
              Matt Coffina: Wide-Moat Investing
              Most global banks are ready for new regulatory standards, but these three names may be better positioned to raise their payouts.
                Sam Lee: Rational Investing
                Picking the right discount rate is harder than many think.
                  Stocks
                  Ultimate Stock-Pickers
                  Top managers continue to exercise a lot of patience as they look for buying opportunities in a U.S. equity market that has risen close to 40% since the start of 2013.
                    Real Life Finance
                    The Short Answer
                    We set the record straight on some options-trading terminology.
                      Mutual Funds
                      Fund Spy
                      Several concerns mute this firm's stewardship profile.
                        Perspectives
                        Perspectives: Kellogg School of Management
                        Building brick-and-mortar showrooms can have big payoffs for online retailers.
                          Bonds
                          Fund Report With Christine Benz
                          Some smaller bond funds have the potential to give investors more bang for their buck.
                            Closed-End Funds
                            CEF Weekly
                            Investors should assess why they own high-yield bonds and what their expectations are going forward.
                              ETFs
                              ETF Spotlight
                              Trend-following may help reduce volatility and losses during market downturns.
                                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
                                Actual
                                Market Consensus
                                NA
                                Actual
                                1.4%
                                Market Consensus
                                NA
                                Actual
                                Market Consensus
                                308K
                                Actual
                                Market Consensus
                                2530K
                                Actual
                                Market Consensus
                                5.00M
                                Actual
                                Market Indexes
                                DJIA
                                16,920
                                0.7
                                0.0%
                                S&P 500
                                1,982
                                -0.1
                                0.0%
                                NASDAQ
                                4,521
                                -6.7
                                -0.1%
                                Morningstar U.S. Market
                                5,000
                                -4.1
                                -0.1%
                                Morningstar Small Cap
                                7,542
                                -32.9
                                -0.4%
                                Commodity Futures
                                Gold
                                $1,295.20
                                -0.19%
                                Aug 14
                                Light Crude
                                $93.39
                                0.57%
                                Oct 14
                                Natural Gas
                                $3.82
                                -1.60%
                                Sep 14
                                Maturity
                                %Yield
                                6 Month
                                0.05
                                2 Year
                                0.46
                                5 Year
                                1.59
                                10 Year
                                2.40
                                30 Year
                                3.21
                                1 Yr Ago
                                Last Close
                                Data as of last close