The Chinese fixed-asset problem plaguing iron ore and soon copper will not be solved by cutting interest rates.
Starting from current valuations, stocks simply aren't capable of delivering double-digit annualized total returns, says Morningstar's Matt Coffina.
Its position in the Powder River Basin gives the firm a narrow moat.
Chinese real estate, a big driver of demand for industrial commodities, is likely to weigh on the country's GDP growth in coming quarters.
UPDATE: Entergy Corporation Names Two New Members to its Board of Directors
Morningstar's Matt Coffina looks back on some recent missed opportunities and what he learned from them--also, a couple of stocks he's glad he avoided.
As credit spreads have tightened on a nearly continuous trend over the past year, they are becoming richly valued relative to their historical average.
We think Cloud Peak is the best way to play a rebound in PRB coal prices.
Lower commodity prices and a break-up of the European potash cartel have weighed on basic materials stocks year-to-date.
Improved demand should underpin stronger potash and PRB coal markets in 2014.