In this special one-hour presentation, Morningstar experts share their takes on how investors can navigate a world with slightly overvalued stocks, an uncertain interest-rate environment, and a slow-growing economy.
Planned consolidation should contribute to better pricing power in this shrinking industry, but one name stands out among the rest.
With the uptick in merger and acquisition activity, whether it be for tax-inversion or strategic reasons, investors should focus on the target company, which can benefit from the deal immediately.
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.
We believe that even as a REIT, the company's narrow economic moat remains in storage.
Corporate credit spreads are fairly valued--albeit at the tight end of the range that we view as fairly valued.
©2014 Morningstar Advisor. All right reserved.