Saturday, August 23, 2014
Reading Indicators
Paradoxically, weak overseas economics have probably helped the U.S. at least as much as it has hurt, writes Morningstar's Bob Johnson.
Sector Rap
Recent deals have been driven more by tax strategies than therapeutic synergies.
Perspectives: Franklin Templeton
An escalation of penalties against European banks has added pressure on share prices this year, but structural reform measures in Europe appear to be yielding results.
Morningstar Minute
Ratings Changes
Shifts in management lead to a downgrade for Ivy High Income and a Neutral rating for Ivy Asset Strategy.
    Morningstar Specialists
    Matt Coffina: Wide-Moat Investing
    Although a drawdown in the short term is a real possibility, investors should still see a 4.5% to 6% real return over the long run, says Morningstar's Matt Coffina.
      Christine Benz: Real-life Finance
      Account-maintenance, transaction, and investment expenses have the potential to eat away at your tax savings.
        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.
                Sam Lee: Rational Investing
                Picking the right discount rate is harder than many think.
                  Stocks
                  Stock Strategist
                  We believe there's still gas in the tank.
                    ETFs
                    ETF Spotlight
                    By investing in Build America Bonds, this fund gets exposure to taxable municipal bonds with interest payments subsidized by the federal government.
                      Closed-End Funds
                      CEF Weekly
                      Deciding whether return of capital is "good" or "bad" is not black-and-white.
                        Real Life Finance
                        The Short Answer
                        We set the record straight on some options-trading terminology.
                          Mutual Funds
                          Fund Spy
                          Ample in variety and in new offerings.
                            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.
                                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
                                427K
                                Actual
                                Market Consensus
                                7.0%
                                Actual
                                Market Consensus
                                0.6%
                                Actual
                                Market Consensus
                                8.3%
                                Actual
                                Market Consensus
                                NA
                                Actual
                                Market Consensus
                                88.3
                                Actual
                                Market Indexes
                                DJIA
                                17,001
                                -38.3
                                -0.2%
                                S&P 500
                                1,989
                                0.0
                                0.0%
                                NASDAQ
                                4,539
                                6.4
                                0.1%
                                Morningstar U.S. Market
                                5,021
                                -8.2
                                -0.2%
                                Morningstar Small Cap
                                7,573
                                -5.1
                                -0.1%
                                Commodity Futures
                                Gold
                                $1,279.90
                                0.49%
                                Aug 14
                                Light Crude
                                $93.36
                                -0.64%
                                Oct 14
                                Natural Gas
                                $3.84
                                -1.21%
                                Sep 14
                                Maturity
                                %Yield
                                6 Month
                                0.06
                                2 Year
                                0.53
                                5 Year
                                1.68
                                10 Year
                                2.40
                                30 Year
                                3.16
                                1 Yr Ago
                                Last Close
                                Data as of last close