Increased regulation could advantage high-tech disrupters and firms with economies of scale, says Morningstar's Jim Sinegal .
Bank loans and financials stocks could rise if rates do, but interested investors should be careful not to overpay.
Savings at the pump didn't spur much other retail spending in January. Plus, narrow-moat Gap looks like a bargain, while Coke and Amex deal with headwinds.
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.
Its loss-leader capabilities should drive unrivaled sales per square foot and excess returns.
We break down this week's Swiss surprise. Plus, our take on big bank results, Tiffany's sell-off, and Priceline's new 5-star status.
Legal expenses and low interest rates hobbled fourth-quarter results, but valuations are more attractive as a result.
The new Apple Pay is unlikely to disrupt payment networks or credit card issuers--and should even expand network volume, writes Morningstar’s Jim Sinegal .