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.
Five stats from the market and the stories behind them. This week: A fake tweet's 140-point implications, Apple's $100 billion back to shareholders, and P&G's $10 billion uphill climb.
Lackluster ADP data suggest that August's mediocre job growth likely seeped into September, too, says Morningstar's Bob Johnson.
Lower commodity prices and a break-up of the European potash cartel have weighed on basic materials stocks year-to-date.
Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.
Supply trends are worrisome despite robust demand; narrow-moat producers are the most likely to benefit.
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