Wednesday, February 15, 2012
STOCK ANALYST NOTES
Berkshire Hathaway's 13-F filing also reveals big buys of IBM and Wells Fargo in the quarter.
PERSPECTIVES: Matthews Asia Funds
Since investors turn to Asia looking for growth, they often end up overpaying for it.
DAY 2: TAXES AND YOUR PORTFOLIO PLAN
Morningstar's Christine Benz offers strategies for sequencing withdrawals, managing RMDs, maximizing property tax breaks, and keeping tabs on medical-expense deductions.
FUND SPY
Pickings are slim in this year's leading category.
CEF SPOTLIGHT
This leveraged fixed-income portfolio pays a 9.5% distribution rate by heavily leveraging assets and making risky bets.
HEARD ON THE BOARDS
Have you landed in a higher or lower tax bracket during retirement than you did when you were working?
TAX-WISE INVESTING WEEK, DAY 1: ON THE TAX RADAR
Advanced planning can help reduce your tax bills if and when tax rates pop back up.
FUND SPY
Given the number of emails and calls we're getting, we're not alone in wrestling with tactical asset allocation.
BOND STRATEGIST
For credit spreads to tighten further, we expect the market will require three things.
STOCK STRATEGIST INDUSTRY REPORT
The move toward shale plays has elevated the importance of quality rigs.
ETF WEEKLY
An end may be in sight for the delays that have plagued ETF providers seeking exemptive relief to launch funds using derivatives.
CEF WEEKLY
CEFs allow you to expand your menu of options beyond mutual funds and reap the benefits, says Morningstar's Mike Taggart.
PERSPECTIVES: T. Rowe Price
Years of underperformance and negative sentiment toward the sector have the potential to create a positive outcome for financials, says T. Rowe Price's Eric Veiel.
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% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
Global News
U.S. News
Feb 14
Market Consensus
0.8%
Actual
0.4%
Feb 14
Market Consensus
0.5%
Actual
0.7%
Feb 14
Market Consensus
NA
Actual
0.0%
Feb 14
Market Consensus
NA
Actual
0.1%
Feb 14
Market Consensus
0.5%
Actual
0.4%
Feb 15
Market Consensus
Actual
Popular Fund Quotes
Market Indexes
DJIA
12,878
4.2
0.0%
S&P 500
1,351
-1.3
-0.1%
NASDAQ
2,932
0.4
0.0%
Morningstar U.S. Market
3,405
20.9
0.6%
Morningstar Small Cap
5,216
39.4
0.8%
Maturity
%Yield
6 Month
0.15
2 Year
0.29
5 Year
0.81
10 Year
1.92
30 Year
3.06
1 Yr Ago
Last Close
Mutual Fund Screens
Portfolio AnchorsHidden GemsLower-Risk Foreign FundsAftertax StarsSmall & BeautifulSolid Small-Growth FundsConservative Bond FundsLittle Funds, Big ResultsPremium Fund ScreenerStock Research
All Stock Analyst ReportsAll Stock Analyst NotesHighest-Rated StocksLarge Fair Value DiscountsWide Economic MoatsLowest Business RiskNew 5-Star Stock AlertMorningstar Credit RatingsMarket Fair ValueCompare Stock NewslettersStock Screens
Terrific 10-Year RecordsWealth CreatorsCash CowsLow-Priced Growth StocksProfitable but UnlovedAggressive GrowthBlue ChipsClassic CompaniesBasic Stock ScreenerPremium Stock ScreenerSponsor Center