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.
Northern Trust's Mark Carlson, State Street's Chris Goolgasian, and Merk Investments' Axel Merk discuss ways investors can hedge against rising inflation concerns, including the potential usage of commodities, gold, and TIPS, the effects of Fed action, and more.
With industrial orders rising, stabilization at GE Capital, and dispositions of non-core assets complete, General Electric is on track for a solid few years of results, says Morningstar's Daniel Holland.