Article Archive: Commentary

Title Collection Author Date
Is Amazon Undervalued? Commentary R.J. Hottovy, CFA 07/24/15
Anthem/Cigna Merger Strategically Sound But Richly Priced Commentary Vishnu Lekraj 07/24/15
Morningstar Raises Fair Value for Comcast After Strong Quarter Commentary Michael Hodel, CFA 07/23/15
4 Stocks to Profit From Obamacare’s Next Phase Commentary Debbie S. Wang 07/23/15
Coke Sees Positive Price and Volume Growth Commentary Adam Fleck, CFA 07/22/15
Chipotle’s Shares Fairly Valued Commentary R.J. Hottovy, CFA 07/22/15
Morningstar Reiterates Rating on Microsoft Commentary Norman Young 07/22/15
Apple Sell-Off May Create Buying Opportunity Commentary Brian Colello, CPA 07/22/15
Morningstar Reaffirms Rating on In-Transition IBM Commentary Peter Wahlstrom, CFA 07/21/15
The Challenges Facing Women Investors Today Commentary 07/19/15
Couples' Finances: Silence Is Not Golden Commentary 07/18/15
Google Shares Look Attractive Commentary Rick Summer, CFA, CPA 07/17/15
Morningstar Raises Fair Value Estimate on Netflix Commentary Neil Macker, CFA 07/16/15
Intel Beats Expectations, but Shares Fairly Valued Commentary Abhinav Davuluri 07/16/15
2 of the World's Best Banks to Own Commentary Timothy Puls 07/16/15
Bank of America Turns a Corner in 2Q Commentary Jim Sinegal 07/15/15
Liquidity: The Greatest Risk Facing Bond Investors Today Commentary 07/15/15
Strong Credit Demand Boosts JPMorgan's 2Q Results Commentary Jim Sinegal 07/14/15
J&J’s Drug Pipeline Not Strong Enough to Accelerate Growth Commentary Damien Conover, CFA 07/14/15
Amid Headwinds, Alcoa Is Worth a Look Commentary Andrew Lane 07/09/15
Now's the Time to Invest in a More Focused P&G Commentary Erin Lash, CFA 07/09/15
Pepsi's Growth Story Was All About Pricing Commentary Adam Fleck, CFA 07/09/15
A Guide to the Greek Crisis Commentary Francisco Torralba, Ph.D., CFA 07/02/15
Mondelez Has 'Sweet' Competitive Positioning Commentary Erin Lash, CFA 07/02/15
High-Quality Opportunities Light Up in Utilities Sector Commentary Andrew Bischof, CFA 07/01/15
Gap: One of the Most Attractive Stocks in Apparel Commentary Susan Dziubinski 06/17/15
Amid Leadership Change, Lingering Challenges at Twitter Commentary Rick Summer, CFA, CPA 06/11/15
Remaining Vigilant on Stewardship Commentary Don Phillips 06/06/15
We Wouldn’t Bet on Dish Network, T-Mobile Merger Commentary Michael Hodel, CFA 06/04/15
Time Warner Cable Secures Fantastic Price for Shareholders Commentary Michael Hodel, CFA 05/26/15
Big-Ticket Consumer Spending Remains Solid at Home Depot Commentary Jaime M. Katz, CFA 05/19/15
Fretting Over Currencies? Commentary Jeffrey Ptak, CFA 05/19/15
Berkshire Places Bigger Bets on IBM, Wells Fargo Commentary Greggory Warren, CFA 05/18/15
U.K. Investors Vote Against Uncertainty Commentary Emma Wall 05/18/15
Managers See Reforms Driving Growth in Asia Commentary Christine St Anne 05/18/15
Verizon's Video Play in AOL Deal No Sure Thing Commentary Michael Hodel, CFA 05/12/15
Lowering Twitter’s Fair Value Commentary Rick Summer, CFA, CPA 04/29/15
Market Undervalues Merck’s Pipeline Commentary Damien Conover, CFA 04/28/15
Increasing Apple’s Fair Value Estimate, But Shares Fully Priced Commentary Brian Colello, CPA 04/27/15
Amazon’s Moat Reinforced in the Cloud Commentary R.J. Hottovy, CFA 04/24/15
Microsoft Exceeds Low Expectations; Shares Fairly Valued Commentary Norman Young 04/24/15
Currency, Investment Headwinds Don't Curb Our Enthusiasm for Google Commentary Rick Summer, CFA, CPA 04/24/15
P&G Shares Look Attractive as Strategic Efforts Take Hold Commentary Erin Lash, CFA 04/23/15
Facebook Pleasantly Surprises Us, Shares Fairly Valued Commentary Rick Summer, CFA, CPA 04/23/15
Coke Begins Transition Year on Strong Note Commentary Adam Fleck, CFA 04/22/15
Amgen Shares Still Look Undervalued Commentary Karen Andersen, CFA 04/22/15
As Market Loses Appetite, Chipotle Shares Get More Interesting Commentary R.J. Hottovy, CFA 04/22/15
GE Executes Where It Counts Commentary Barbara Noverini 04/17/15
Strong Start to 2015 for Netflix, But Shares Overvalued Commentary Neil Macker, CFA 04/16/15
Bank of America’s Slow Recovery Continues in the First Quarter Commentary Jim Sinegal 04/15/15