Wednesday, April 23, 2014
EARNINGS INSIGHTS
Although revenue surged in its mobile segment, Facebook will experience slowing growth in the future, says Morningstar's
Rick Summer.
BEAT THE MARKET WEEK
Long security-holding periods and high retention of in-house personnel have contributed to this Gold-rated fund's category-leading performance.
MORNINGSTAR MINUTE
Low-cost resources will allow these basic materials
names to maintain their profit margins despite a slowdown in China.
    STOCK STRATEGIST
    This firm has carved out a profitable niche in the engineering and scientific consulting industry, says Morningstar’s Todd Wenning.
    HEARD ON THE BOARDS
    Who are your favorite active managers and why? What is it about their process, track record, or other factors that you like?
      Morningstar Minute
      MEDALIST OF THE WEEK
      This actively managed portfolio has a very low expense ratio, a well-rounded asset mix, and outstanding long-term performance.
        Morningstar Specialists
        SAM LEE: RATIONAL INVESTING
        Eugene Fama and Kenneth French's study on the distribution of manager skill.
          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.
              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.
                    Real Life Finance
                    VIDEO REPORT
                    Investors need to observe all the factors in their total wealth allocations and adjust their portfolios accordingly based on nonfinancial assets.
                      Mutual Funds
                      FUND SPY
                      This eclectic group offers a wide variety of risk profiles.
                        Perspectives
                        PERSPECTIVES: Oaktree
                        Most great investments begin in discomfort.
                          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
                              We continue to be impressed by BlackRock's ability to generate organic growth.
                                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
                                  NA
                                  Actual
                                  -3.3%
                                  Market Consensus
                                  455K
                                  Actual
                                  384K
                                  Market Consensus
                                  NA
                                  Actual
                                  3.524M
                                  Market Consensus
                                  312K
                                  Actual
                                  Market Consensus
                                  2750K
                                  Actual
                                  Market Consensus
                                  2.0%
                                  Actual
                                  Market Indexes
                                  DJIA
                                  16,502
                                  -12.7
                                  -0.1%
                                  S&P 500
                                  1,875
                                  -4.2
                                  -0.2%
                                  NASDAQ
                                  4,127
                                  -34.5
                                  -0.8%
                                  Morningstar U.S. Market
                                  4,748
                                  -12.6
                                  -0.3%
                                  Morningstar Small Cap
                                  7,390
                                  -35.4
                                  -0.5%
                                  Commodity Futures
                                  Gold
                                  $1,284.60
                                  0.31%
                                  Apr 14
                                  Light Crude
                                  $101.61
                                  -0.14%
                                  Jun 14
                                  Natural Gas
                                  $4.74
                                  -0.08%
                                  May 14
                                  Maturity
                                  %Yield
                                  6 Month
                                  0.05
                                  2 Year
                                  0.43
                                  5 Year
                                  1.73
                                  10 Year
                                  2.70
                                  30 Year
                                  3.47
                                  1 Yr Ago
                                  Last Close
                                  Data as of last close