Ariel's Rupal Bhansali describes her funds' approach to managing downside protection as well as upside capture.
Ariel's Rupal Bhansali highlights picks, including Nokia, chipmaker Dialog Semiconductor, and energy services firms Schlumberger and Core Laboratories.
Leveraging Heinz's more extensive global footprint and efficient operations should help Kraft expand its earnings and competitive advantage, says Morningstar's Erin Lash.
The packaged-foods merger makes sense from a strategic standpoint, says Morningstar markets editor Jeremy Glaser. Plus, the Fed guessing game continues, and more.
First movers, including Bristol-Myers, and firms that can aggregate a portfolio of immuno-oncology therapies will be positioned well.
Sales growth in the organic-food space should prove to be sustainable over the long term, but the related stocks are currently overvalued.
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.
International funds outpaced domestic, small-cap bested large-cap, and growth beat value.
ITC boasts much higher returns on capital and significantly lower risk than other utilities thanks to its friendlier regulatory situation, says Morningstar's Matt Coffina.
Oil's drop has left some firms vulnerable without a competitive advantage, but other quality companies look undervalued today, says Morningstar's Allen Good.