The semiconductor-equipment manufacturer's move into the solar-panel market has lowered margins for now, but the long-term opportunity remains attractive, according to Morningstar's Andy Ng.
Economic growth in the current recovery has been about half of prior recoveries, but it's lasting longer, says Morningstar's Bob Johnson. Plus, get Bob's take on the 3Q GDP revision and his 4Q GDP outlook.
Operational and financial improvements at alternative-energy firm Ormat Technologies have underscored the stock's bargain price, says Morningstar's Mark Barnett.