Article Archive: Quarter-End Insights

Title Collection Author Date
Our Take on the Second Quarter Quarter-End Insights Karen Wallace 07/01/16
Basic Materials: Recent Commodity Rallies Leave Few Opportunities Quarter-End Insights Kristoffer Inton 06/30/16
Consumer Cyclical: Market Underestimating Apparel and E-Commerce Quarter-End Insights R.J. Hottovy, CFA 06/30/16
Consumer Defensive: Not a Lot to Feast On Quarter-End Insights Ken Perkins, CFA 06/30/16
Energy: Supply Glut Continues, but Some Respite on Pricing Quarter-End Insights Peggy Connerty 06/30/16
Financial Services: Accounting for Brexit and the Fiduciary Rule Quarter-End Insights Michael Wong, CFA, CPA 06/30/16
Healthcare: Stock Selection Increasingly Important Quarter-End Insights Damien Conover, CFA 06/30/16
Industrials: Valuations Stretched, but Opportunities Still Exist Quarter-End Insights Brian Bernard, CFA, CPA 06/30/16
Real Estate: 'Safety' Becomes More Expensive Quarter-End Insights Edward Mui 06/30/16
Tech & Telecom: We See Opportunities in Apple and Microsoft Quarter-End Insights Brian Colello, CPA 06/30/16
Utilities: Is a Sector-Shaking Pile-up Coming? Quarter-End Insights Travis Miller 06/30/16
Credit Markets: Snap-Back Rally Stalled Quarter-End Insights Dave Sekera, CFA 06/29/16
Stock Market Outlook: A Year of Contradictions Quarter-End Insights Matthew Coffina, CFA 06/29/16
Our Take on the First Quarter Quarter-End Insights Jeremy Glaser 04/01/16
Morningstar's Take on the Fourth Quarter Quarter-End Insights Jeremy Glaser 12/31/15
Utilities: Don't Fear the Fed--Yield and Growth Still Look Good After 2015 Slump Quarter-End Insights Travis Miller 12/30/15
Tech & Telecom: Cord-Cutting and Programmatic Advertising Trends Continue Quarter-End Insights Peter Wahlstrom, CFA 12/30/15
Industrials: Unsettled Global Economy Serves Up Individual Stock Bargains Quarter-End Insights Kurt Funderburg 12/30/15
Healthcare: Even After Uptick, Some Great Values Remain Quarter-End Insights Damien Conover, CFA 12/30/15
Consumer Defensive: Bargains Harder to Come By Quarter-End Insights Philip Gorham, CFA, FRM 12/29/15
Consumer Cyclical: Consumer Volatility Creates Investment Opportunities Quarter-End Insights Bridget Weishaar 12/29/15
Basic Materials: Fates Tied to Faltering China Quarter-End Insights Daniel Rohr, CFA 12/29/15
Financial Services: Fiduciary Standard Rule Could Have Drastic Impact Quarter-End Insights Stephen Ellis 12/29/15
Energy: Pain Persists as OPEC Refuses to Play White Knight Quarter-End Insights Dave Meats, CFA 12/29/15
Economic Outlook: Escape Velocity Not in the Cards for U.S. Growth Quarter-End Insights Robert Johnson, CFA 12/28/15
Stock Market Outlook: Late-Cycle Behavior? Quarter-End Insights Matthew Coffina, CFA 12/28/15
Credit Markets: Volatility and Spreads to Remain Elevated Quarter-End Insights Rick Tauber, CFA, CPA 12/28/15
Morningstar's Take on the Third Quarter Quarter-End Insights Jeremy Glaser 10/01/15
Utilities: Low Rates Keep the Sector's Lovefest Raging Quarter-End Insights Travis Miller 09/30/15
Real Estate: For the Strong Stomached, Commercial Real Estate Looking More Attractive Quarter-End Insights Todd Lukasik, CFA 09/30/15
Tech and Telecom: Still Watching Foreign Exchange Headwinds and the Cloud Quarter-End Insights Peter Wahlstrom, CFA 09/30/15
Industrials: High-Quality Industrials Are on Sale Quarter-End Insights Barbara Noverini 09/30/15
Health Care: Recent Pullback Opens Door to More Compelling Valuations Quarter-End Insights Damien Conover, CFA 09/30/15
Consumer Defensive: Upside in Staples Companies With Long-Term Cost-Cutting Opportunities Quarter-End Insights R.J. Hottovy, CFA 09/29/15
Basic Materials: U.S. Construction Activity Provides Shelter From the Storm Quarter-End Insights Andrew Lane 09/29/15
Consumer Cyclical: Near-Term Concerns Over China Create Buying Opportunities Quarter-End Insights R.J. Hottovy, CFA 09/29/15
Energy: No Rapid Rebound for Oil Prices Quarter-End Insights Dave Meats, CFA 09/29/15
Financial Services: Re-Analyzing Banking Systems and Bank Moats Quarter-End Insights Stephen Ellis 09/29/15
Economic Outlook: As World Growth Falters, the U.S. Consumer Rolls Along Quarter-End Insights Robert Johnson, CFA 09/28/15
Credit Markets: Plummeting Commodity Prices Take Their Toll Quarter-End Insights Dave Sekera, CFA 09/28/15
Stock Market Outlook: Minor Correction Not Enough to Make Stocks Cheap Quarter-End Insights Matthew Coffina, CFA 09/28/15
Tech and Telecom: M&A Heats Up, and the Cloud Changes the Landscape Quarter-End Insights Peter Wahlstrom, CFA 07/01/15
Our Take on the Second Quarter Quarter-End Insights Jeremy Glaser 07/01/15
Real Estate: Rising Interest Rates Wreak Havoc on REITs Quarter-End Insights Todd Lukasik, CFA 07/01/15
Industrials: Stronger U.S. Dollar, Weaker Energy Activity Weigh Quarter-End Insights David Silver, CFA, CPA 07/01/15
Health Care: A Few Stocks Still Offer Upside Quarter-End Insights Damien Conover, CFA 07/01/15
Utilities: Starting to Look Attractive After a Woeful 2015 Start Quarter-End Insights Travis Miller 07/01/15
Basic Materials: China Slowdown Weighs on Commodities (With One Exception) Quarter-End Insights Jeffrey Stafford, CFA 06/30/15
Financial Services: A Favorable Outlook for Insurance Quarter-End Insights Erin Davis 06/30/15
Energy: No Rapid Rebound for Oil Prices Quarter-End Insights Dave Meats, CFA 06/30/15