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  1. Bank Earnings Disappoint, but Dividends Distinguish the Best

    Ongoing legal expenses and varying loan growth hindered recent earnings for major U.S. banks, but better dividend yields bring Wells and JPMorgan ahead of their peers.

  2. The Logistics Are There for This Undervalued Stock

    A strong network effect, with scale and bargaining power, provides this wide-moat firm a long runway of opportunity to gain market share in the coming years.

  3. Fuss' Picks for Currency Exposure

    On the currency front, the Loomis Sayles Bond manager likes New Zealand, Canada, and Norway, but is more cautious about some emerging markets, including Brazil and Mexico.

  4. Don't Overpay for Foreign Exposure

    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.

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