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  1. Schwab Spring Update Takeaways: SIP On Track; May Lower Expense Growth if Revenue Is Soft

    Commentary

    Mon, 27 Apr 2015

    Portfolios performing as planned. We don’t anticipate making a material change to our $32 fair value estimate for the wide - moat company. Management believes it can rein in its originally projected overall expense growth of about 4% by 50-100 basis

  2. Solid Third Quarter for Newcrest as Steady Recovery Continues

    Commentary

    Sun, 26 Apr 2015

    USD 1,200 per ounce gold and USD 2.65 per pound copper (2015 dollars, inflated at 2.5% per annum). Newcrest is undervalued . The business is improving as a result of cost lowering and production growth, with the ramp up of Cadia and Lihir. We

  3. Acrux's Axiron Sales Steady Despite Intensifying Generic Competition

    Commentary

    Sun, 26 Apr 2015

    Our fair value estimate for no-moat-rated Acrux remains unchanged at AUD 1.10 per share. This implies the shares are undervalued at current levels and reflects the market's more negative stance on the stock following the changes to product labelling

  4. Interest in Indexing Intensifies

    Headlines

    Sun, 26 Apr 2015

    is best. It's not an all or nothing proposition." Retiredgary described how he mixes index funds with his own stock or fund picks . "About 60% of our equity holdings are in index funds with the rest in individual stocks or managed funds," he said

  5. An overview of Morningstar's top index-fund and ETF picks

    Commentary

    Sun, 26 Apr 2015

    From: Morningstar's Top Core Picks for Indexers; here is the M* URL for it: http://news.morningstar.com/articlenet/article.aspx?id=693706. Some excerpts. Domestic Large Cap Traditional Index Funds:   Fidelity Spartan 500 Index ( FUSEX ) ,   Fidelity Spartan Total Market ( FSTMX ) ,   Vanguard 500

  6. A Solid Manager Finds New Footing

    Headlines

    Sat, 25 Apr 2015

    the form of a new CEO at the helm, a turnaround that is finally taking hold, leading to improving fundamentals, or an undervalued part of the business that is finally getting attention. Yaggy and his team--portfolio managers John Clausen, Andrew

  7. State Street Benefits From Higher Foreign Exchange Trading Income in 1Q

    Commentary

    Fri, 24 Apr 2015

    return on equity was 10.4% (7.2% on a GAAP basis), above our new 9% cost of equity, reflecting State Street's wide moat , but below the 15% we see as a midcycle level. State Street remains firmly committed to returning capital to shareholders

  8. One-Time Gains Buoy Astra's 1Q as Pipeline Makes Good Strides, but Valuation Concerns Remain

    Commentary

    Fri, 24 Apr 2015

    value estimate. While Astra continues to impress us with strong clinical data in its late-stage pipeline that reinforces our wide moat rating, we still view the stock as overvalued and believe the investment community is overlooking the major patent losses

  9. Get the Best Out of Active and Index Funds

    Video Reports

    Fri, 24 Apr 2015

    in general, I would focus the majority of that sleeve to a benchmark and then think about carving out an allocation to a high - conviction active manager. I think Russ has provided some great examples there. Benz: A follow-up question, Ben: We've written

  10. The Nuts and Bolts of Fastenal's Attractive Dividend

    Video Reports

    Fri, 24 Apr 2015

    maintaining a good rate of both top- and bottom-line growth as a result. But what you have here is what we think of as a wide - moat company. A distributor like this is dealing with hundreds of thousands of customers and thousands of vendors for individual

    wide moat found at 2:00

    But what you have here is what we think of as a wide - moat company. A distributor like this is dealing with hundreds of thousands of customers and thousands of vendors for individual products. And [TICKER:FAST] Fastenal,
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