Thursday, August 21, 2014
Stock Investing With Matt Coffina
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.
Earnings News
Management is executing well, but investors should wait for a larger margin of safety before diving into HP, says Morningstar’s Pete Wahlstrom.
Heard on the Boards
How do you and your spouse deal with your different investing personalities?
    Morningstar Minute
    Stock of the Week
    High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.
      Morningstar Specialists
      Christine Benz: Real-life Finance
      Despite their rosy returns during the recent rally, these bull-market stars posted big losses in 2008.
        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.
                Matt Coffina: Wide-Moat Investing
                Most global banks are ready for new regulatory standards, but these three names may be better positioned to raise their payouts.
                  Sam Lee: Rational Investing
                  Picking the right discount rate is harder than many think.
                    Stocks
                    Stock Strategist
                    This intriguing retail franchising and equipment rental company finds its niche.
                      Real Life Finance
                      The Short Answer
                      We set the record straight on some options-trading terminology.
                        Mutual Funds
                        Fund Spy
                        Several concerns mute this firm's stewardship profile.
                          ETFs
                          ETF Investing
                          Record Treasury issuances during the past decade have made the index more conservative than most intermediate-term bond funds.
                            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.
                                Closed-End Funds
                                CEF Weekly
                                Investors should assess why they own high-yield bonds and what their expectations are going forward.
                                  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
                                  308K
                                  Actual
                                  298K
                                  Market Consensus
                                  2530K
                                  Actual
                                  2500K
                                  Market Consensus
                                  5.00M
                                  Actual
                                  5.15M
                                  Market Consensus
                                  15.5
                                  Actual
                                  28.0
                                  Market Consensus
                                  0.7%
                                  Actual
                                  0.9%
                                  Market Consensus
                                  NA
                                  Actual
                                  88 bcf
                                  Market Indexes
                                  DJIA
                                  17,056
                                  77.0
                                  0.5%
                                  S&P 500
                                  1,992
                                  5.6
                                  0.3%
                                  NASDAQ
                                  4,527
                                  0.4
                                  0.0%
                                  Morningstar U.S. Market
                                  5,027
                                  11.1
                                  0.2%
                                  Morningstar Small Cap
                                  7,554
                                  -9.0
                                  -0.1%
                                  Commodity Futures
                                  Gold
                                  $1,276.70
                                  -1.29%
                                  Aug 14
                                  Light Crude
                                  $94.09
                                  0.68%
                                  Oct 14
                                  Natural Gas
                                  $3.81
                                  -0.29%
                                  Sep 14
                                  Maturity
                                  %Yield
                                  6 Month
                                  0.06
                                  2 Year
                                  0.49
                                  5 Year
                                  1.65
                                  10 Year
                                  2.43
                                  30 Year
                                  3.22
                                  1 Yr Ago
                                  Last Close
                                  Data as of last close