Mistimed sales, Roth-conversion mistakes, and failing to plan for unforeseen events top readers' lists.
With these sectors trading above our fair value estimate, investors should seek firms with established economic moats to help them withstand near-term revenue and operating margin volatility. Plus, get our take on Apple Pay's impact and the ongoing wireless spectrum auction.
It was terrible week for just about every investment category with the exception of U.S. Treasury bills and bonds. U.S. stocks were the "relative" winners, with the S&P down "just" 3.4% for the week. On the other end of the performance scale, emerging-markets equities were down a stunning 6.2% and ...
Readers say selling losers, giving to donor-advised funds among the ways they'll reduce their tax hit.
Walgreen WAG posted accelerated growth in sales and earnings in its fiscal first quarter, reported Friday. We will delve deeper into the results, but we do not anticipate a material change to our fair value estimate. Sales increased 16.6%, with comparable-store sales (or comps) rising 9.7% from the ...
Smead Value’s portfolio looks nothing like traditional indexes. Shareholders aren’t complaining.
Apple Pay is clearly a potential disruption to eBay's PayPal, but we don't view mobile payments as a zero-sum game, says Morningstar’s R.J. Hottovy.
Walgreen's acquisition of Alliance Boots is positive from a strategic standpoint, but the firm will still lack significant long-term competitive advantages, says Morningstar’s Vishnu Lekraj.
Although PetSmart could be an attractive takeout target, we're maintaining our valuation for now.