Recent decelerating revenue growth has disappointed investors but is a temporary phenomenon, says Morningstar StockInvestor editor Matt Coffina.
With economic growth stuck at 2%, jobs growth in July will likely slow from June's upbeat number to something closer to the 12-month average, says Morningstar's Bob Johnson.
With lower user time spent on its platform and user data collected, Twitter's ad revenue has constraints versus Facebook, and investors should moderate their expectations.
A review of the data--plus weighing the intangibles--can help you arrive at the right decision.
Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
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.
Companies with fortified moats can stave off competition and tend to have better risk-adjusted returns than the broader market.
Although inflation has ticked up from 2013 levels, it remains below its historical average and a long way from a worrisome level, says Morningstar's Bob Johnson.
Facebook makes the most of mobile, focus pivots to Apple's pipeline, Chipotle may be moat-worthy, and more.
Brand power can create strong competitive advantages in the consumer sector, but cost advantages and network effects also can play big roles.