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  1. Two Wide-Moat Ways to Play a Coming Memory Shortage

    With flash memory demand heating up (and little new supply on deck), these strong players could pop, say Morningstar's Pat Dorsey and Andy Ng.

  2. Dorsey on Earnings, Dividends, and Downcast Sentiment

    Morningstar's director of equity research answers the Friday Five on 3Q earnings expectations, Cisco's new dividend, and the disconnect between corporate and household wellness.

  3. Big M&A: Better for Investment Bankers than the Market

    If smart capital allocation is good for the market, most big mergers probably aren't, argues Morningstar's Pat Dorsey.

  4. A Sanity Check for Fiscal Cliff Watchers

    We outline some big takeaways, likely outcomes, improbable outliers, and prudent strategies for investors anxiously following the fiscal cliff drama.

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