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  1. CLS: Time to Get Nervous?

    PACCAR PCAR reported its best-ever annual results on Tuesday, and although revenues and general industry trends are playing out as we expected, we are increasing our fair value estimate for the company to $70 per share from $61. There are four reasons for this increase. First, we are crediting ...

  2. This Stock Will Keep On Truckin'

    We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.

  3. Bonds Deliver a Surprise

    Volatility in Asia, subprime woes take market for a ride.

  4. Our Outlook for Industrials Stocks

    Cautious optimism continues to pervade the industrials universe.

  5. Parsing the Industrials Landscape in ETFs

    There is a small number of high-quality industrials-sector ETFs from which to choose.

  6. Making the Call on Smartphone Winners and Losers

    Waddell & Reed's Erik Becker and Gus Zinn are avoiding potential losers in the mobile space while stacking their core portfolios with firms likely to benefit from global smartphone adoption.

  7. First Quarter in Stocks: Market Sees Bear's Shadow

    Volatility in Asia, subprime woes take market for a ride.

  8. 2014 Oil Outlook: How Slick Is the Oil Slope

    PACCAR perennially enhances shareholder value.

  9. Global Economic Review – May 2013

    PACCAR's brand strength is its most prominent competitive advantage.

  10. Not All Win in the Market

    PACCAR continues its superior performance as we near the 2007 engine emissions law change.

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