Coal headwinds should only be temporary for wide-moat Union Pacific, which gives it an advantage over other rail companies, says Morningstar's Matt Coffina.
Thanks to wage increases and energy savings, the consumer should drive the economy to good, but not great, growth in the second half, says Nuveen's Bob Doll.
Investors should watch the velocity of rate increases, keep Greece in perspective, and mind diversification in a world with very few good values.
New and existing home sales and pricing data were positive this week, but a rush to beat rising rates may taper in a few months, says Morningstar's Bob Johnson.
Inflows to core bond funds and outflows from U.S. stocks continued in May despite the specter of rising rates, says Morningstar's Tim Strauts.
The global stakes surrounding the latest Greek flareup are different than they were a few years ago. Plus, the Fed seeks to soothe, a court raises questions on bailouts, and more.
With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson.
Worry less about beating the benchmark and more about dividend growth and achieving your desired outcomes, says Morningstar's Josh Peters.
We recently upgraded a few banks and enterprise software firms to wide moat status, and raised our fair value estimates on health-care REITs.
Although companies such as IBM and Apple have been increasing return to shareholders, the long-term resilience of these businesses remains uncertain, says Morningstar's Josh Peters.