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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. 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.

  3. Hartch: US Bancorp, Baxter Look Cheap

    Despite regulatory uncertainty, BBH Core Select's Tim Hartch likes US Bancorp and Baxter at current valuations.

  4. Peters: 3 Best Banks for Dividend Investors

    The Fed's stress tests confirm that Wells Fargo, U.S. Bancorp, and BB&T are the best bank bets for income investors, says Morningstar's Josh Peters.

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