Buffett will increase the competition for acquisitions, but there are still plenty of opportunities for the publicly traded dealers in this fragmented market, writes Morningstar’s David Whiston .
Rockiness in global bond markets is in the cards as central banks' extraordinary measures continue. Plus, value in the auto sector, deal news, and more.
Investors who ignore the new, more profitable GM are missing an opportunity to get alpha in a market where bargains are scarce.
This company's growth prospects and investments in future production make it an attractive idea with a 3% earnings distribution, to boot.
The new General Motors is much leaner than its predecessor, and any near-term litigation risk will have little impact on the automaker's 1.85 billion diluted shares.
We have always said that employment is a lagging indicator and recent results may be real proof of that phenomenon.
Report appears to be yet another fluke.
August has been a very tough--and often revised--month for employment over the last few years.
This week's GDP report now makes my original full-year 2.0%-2.5% GDP forecast a real possibility, writes Morningstar's Bob Johnson.
Our managers are still finding attractive opportunities in a more richly valued market.