Despite recent conflicting reports, holiday retail sales should manage decent 3.5% to 4% year-over-year growth once all the data is in, says Morningstar's Bob Johnson.
Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
Production increases along with demand for cleaner-burning fuel has Spectra Energy CFO Patrick Reddy excited about the firm's prospects.
Experience and expertise keep projects on time and on budget, says CFO Pat Reddy.
Value investors interested in taking a position in beaten-down natural gas have to deal with the contango headwind.
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 coming year could bring some unexpected news from the Fed, on the home front, in the job market, and more, says Morningstar's Bob Johnson.
Morningstar's Heather Brilliant isn't optimistic about the market's--or Europe's--prospects for the rest of the year, though several stocks currently present buying opportunities.
Basic materials companies are in a period of very mixed near-term outlook in terms of end-market demand.
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