Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
A profitable year and the potential for a stronger pricing environment has left the insurance industry in a position to absorb losses, says Morningstar's Drew Woodbury.
Morningstar markets editor Jeremy Glaser digs into Microsoft's weak quarter, Google's unwelcome surprises, and brick-and-mortar retailers' continuing battle against their cyber rivals.