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.
WHAT YOU'RE READING
The week's top articles, videos, news, and reports.
SPECIAL REPORT
This week, Morningstar's Christine Benz helped investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
READING INDICATORS
Bernanke and company won't make or break the economy single-handedly, writes Morningstar's Bob Johnson
STOCK STRATEGIST
We're still bullish for the long term, but the stock may have gotten ahead of itself in the short term.
REKENTHALER REPORT
On bubbles, balanced investing, and Rekenthaler's latest fail.
CEF WEEKLY
We look at two facets for analyzing emerging-markets bond CEF distributions.
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.
ETF INVESTING
Don't forget about quality when investing in dividend-paying companies abroad.
PERSPECTIVES: Research Affiliates
Does the apparent dearth of financial genius mean the investment industry is in crisis?
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
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| 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% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
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May 24
Market Consensus
1.6%
Actual
3.3%
Market Consensus
0.5%
Actual
1.3%
Market Consensus
10.1%
Actual
May 28
Market Consensus
72.5
Actual
May 29
Market Consensus
NA
Actual
May 30
Market Consensus
340K
Actual
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8.6
0.1%
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4,152
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Morningstar Small Cap
6,288
-15.9
-0.3%
Maturity
%Yield
6 Month
0.07
2 Year
0.26
5 Year
0.90
10 Year
2.01
30 Year
3.18
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