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  1. Excuses for Slow GDP Growth

    After examining Lennar's LEN third-quarter earnings statement, we've decided to throw in the towel and reduce our fair value estimate. With conditions deteriorating so rapidly over the past several weeks, our stubbornness in sticking with what's turned out to be an optimistic estimate hasn't paid ...

  2. Housing Boosts Many Stocks

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  3. Losing Patience With Market's Fed Obsession

    Better to spend your time focusing on underlying economic fundamentals.

  4. Johnson: Slow-and-Steady Economy Continues in 2015

    Recent data looks a little soft, but a better housing market should buoy up the weaker areas of the economy and make for a steady, staid 2015, says Morningstar's Bob Johnson.

  5. The Top- and Bottom-Performing U.S. Equity Funds From the First Half

    I look at the highlights and lowlights in equityland.

  6. U.S. Economy Bouncing Back, Slowly

    While Friday's headlines out of China were bad news for market performance and speculators, it's not an economic or financial system train wreck.

  7. Reality Check: The Next Boom Is Not Upon Us

    After Fed comments sent stocks soaring last week, economic realities began to settle in.

  8. Take a Guarded Approach to Homebuilders

    Yes, the sector is on the upswing, but the market has already priced in a rebound.

  9. JAForlines: Stating the Obvious?

    Good opportunities aren't always supported by their economic surroundings.

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