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.
Operational and financial improvements at alternative-energy firm Ormat Technologies have underscored the stock's bargain price, says Morningstar's Mark Barnett.
New Zealand Telecom CFO Russ Houlden comments on the firm's new management, dividend sustainability, broadband plans, and quest for wireless market share.