This health-care REIT, MLP, and oil-services firm stand out as relative bargains in today's richly valued market, says Morningstar's 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.
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.
Facing entrenched structural issues, the eurozone's days of robust growth are likely over, but there are some reasons for hope, says Morningstar's Bob Johnson.
Plus, an under-the-radar retailer looks undervalued, B of A stays under scrutiny, and rate hike talk heats up.
Investors concerned with Express Scripts' integration of Medco are overlooking the firm's long-term potential to benefit from an increased focus on health-care cost-cutting, says Morningstar StockInvestor editor Matt Coffina.
Plus, the difference a moat makes in retail, the long view on Cisco, and more.
In a fully valued market, there are worse things than buying wide-moat names at decent discounts.
Recent decelerating revenue growth has disappointed investors but is a temporary phenomenon, says Morningstar StockInvestor editor Matt Coffina.
The health-care sector has a higher volume of moat firms compared with other industries, and companies' patent and brand power deliver very strong returns on capital.