Monday, April 21, 2014
SPECIAL REPORT
In our first Beat the Market Week profile, T. Rowe Price Capital Appreciation manager David Giroux says bargains are hard to come by today but does see some value in the highest-quality high-yield bonds.
FUND SPY: MORNINGSTAR MEDALIST EDITION
Several changes and key things to watch going forward.
VIDEO REPORT
Annuity investors must take care to fully understand their contracts before letting multiple obstacles diminish their income potential.
STOCK STRATEGIST
We continue to be impressed by BlackRock's ability to generate organic growth.
Morningstar Minute
ETF PROFILE
The screening processes for high-quality dividend payers may not be as effective in emerging markets.
    Morningstar Specialists
    BOB JOHNSON: READING INDICATORS
    Decent earnings news, a conciliatory Fed, and better-than-expected retail data boosted markets this week, but China and housing data remain troubling.
      REKENTHALER REPORT
      Running through the numbers.
        SAM LEE: RATIONAL INVESTING
        Using the latest factor research to identify the drivers of Vanguard Dividend Appreciation's outperformance.
          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
                VIDEO REPORT
                It's been tough--but not impossible--for active managers to beat their benchmarks over the last five years.
                  Perspectives
                  PERSPECTIVES: Oaktree
                  Most great investments begin in discomfort.
                    Real Life Finance
                    VIDEO PRESENTATION
                    In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.
                      ETFs
                      ETF SPOTLIGHT
                      There are a number of issues that lurk beneath the surface.
                        Closed-End Funds
                        CEF WEEKLY
                        Smart investors would steer clear of these high-premium investments.
                          Stocks
                          STOCK STRATEGIST
                          Rockwood and SQM could see opportunities to invest in their moats, but we still expect lithium price pressure.
                            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.
                              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
                              Market Consensus
                              NA
                              Actual
                              Market Consensus
                              4.60M
                              Actual
                              Market Consensus
                              NA
                              Actual
                              Market Consensus
                              455K
                              Actual
                              Market Consensus
                              NA
                              Actual
                              Market Indexes
                              DJIA
                              16,415
                              6.0
                              0.0%
                              S&P 500
                              1,864
                              -0.8
                              0.0%
                              NASDAQ
                              4,084
                              -11.5
                              -0.3%
                              Morningstar U.S. Market
                              4,727
                              8.4
                              0.2%
                              Morningstar Small Cap
                              7,340
                              16.7
                              0.2%
                              Commodity Futures
                              Gold
                              $1,285.80
                              -0.59%
                              Apr 14
                              Light Crude
                              $104.52
                              0.21%
                              May 14
                              Natural Gas
                              $4.72
                              -0.55%
                              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