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  1. Applied Materials' Sunny Future

    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.

  2. Contrarian Approach to Growth Pays Off

    Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.

  3. Warm Your Portfolio With This Geothermal Stock

    Operational and financial improvements at alternative-energy firm Ormat Technologies have underscored the stock's bargain price, says Morningstar's Mark Barnett.

  4. Reasons to Increase Your Stake in China

    BaoCap's Kevin Carter says there's no imminent landing--hard or soft--in China, and with the country's 35% contribution to global GDP growth, investors should up Chinese exposure in the consumer and tech sectors.

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