Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
The breakup of Sara Lee and the pending split-up of Kraft could unlock value for investors, says Morningstar's Erin Lash.
With Kraft's business separation appealing to both growth and income investors, the firm's two new entities could fetch a higher valuation in the marketplace, says Morningstar's Erin Lash.
Intel's Kevin Sellers shares his thoughts on the state of the global consumer, the tablet market, corporate spending and more.
Tim Gramatovich is the CIO of Peritus Asset Management, and the Portfolio Manager of the AdvisorShares Peritus High Yield ETF (NYSE: HYLD)
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