Slimming bloated operations and reinvesting in its solid portfolio of brands will drive more balanced top-line growth and profit improvement for the packaged-goods firm.
Uncertainty over interest rates, frothiness among higher-yielding issues, and liquidity risk are reasons to be cautious, says MetWest's Laird Landmann.
Silver-rated Vanguard-Equity Income's two subadvisors team up to deliver top-decile yield and the potential for long-term growth of capital.
With little margin of safety available in today's market, the Gold-rated FPA Crescent manager is waiting for better opportunities.
Retirees should manage their portfolios with Social Security in mind, but including it as part of your bond allocation could get messy, says financial-planning expert Michael Kitces.
Although not as cheap as it was, the stock market's valuation today isn't much different than long-term historical averages and is more attractive than competing investments like bonds and cash, says Oakmark's Bill Nygren.
Since 2003, the lowest-cost mutual funds have taken the lion's share of assets as the benefits of low fees became widely recognized and advisors moved away from commission-based accounts.
Amazon's third-party-selling business and investments for 'supernormal growth' were not well accounted for in the market valuation, says Oakmark manager Bill Nygren.
Bill Nygren says Oakmark took small positions in two well-managed firms--Chesapeake and Apache--that could see significant upside when prices bounce back.
Utilities' sharp drop since January has created buying opportunities among some quality names with long dividend-growth histories, strong balance sheets, and attractive growth prospects.
Most couples are not on the same page when it comes to their finances or retirement plans, says Fidelity's Kristen Robinson Darcy.
Managers at the Morningstar Investment Conference paint a gloomy scenario for fixed income, reports Morningstar FundInvestor editor Russ Kinnel.
©2014 Morningstar Advisor. All right reserved.