Our Ultimate Stock-Pickers Index continues to beat the market even as relatively few of our top managers are outperforming the S&P 500.
Selling puts can be an attractive strategy in a fearful market.
New partnerships, a tailwind from consumers moving to credit cards, and an attractive valuation make American Express one of today's best opportunities in the financial space.
Top managers continue to find opportunities for some new-money purchases, while taking full advantage of a rising stock market to book gains in shares trading above their fair value estimates.
Increased regulation could advantage high-tech disrupters and firms with economies of scale, says Morningstar's Jim Sinegal .
The performance overhang attributable to the bank's crisis-era missteps is fading, writes Morningstar’s Jim Sinegal .
Wells Fargo’s results underscore how the firm’s low-cost deposit-base growth remains its key source of competitive advantage, writes Morningstar’s Jim Sinegal .
The firm continued its progress on the expense front in the fourth quarter, but further improvement will be harder and regulatory woes will persist, writes Morningstar’s Jim Sinegal .
Factors outside management's control will determine the extent of earnings improvements over the medium term, writes Morningstar’s Jim Sinegal .
Morningstar's Dan Werner and Jim Sinegal see a move toward digital and direct channels.