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  1. Opportunity in the Overvalued Utilities Sector

    Video Reports

    Fri, 30 Jan 2015

    With an efficiency advantage and strong capital allocators at the helm, Calpine is an attractive find among independent power producers.

    environmental regulation found at 1:10

    of its key regions, particularly the Mid-Atlantic and PJM. Calpine has an efficiency advantage that provides a cost advantage against its competition, regardless of the movement of natural gas prices . In a low natural gas environment like we have today, Calpine's fleet runs more often, helping preserve margin in a lower power-price environment. Additionally, Calpine has additional gross margin opportunities and significant demand events like we had last winter during the polar vortex. Calpine's fleet is also very well positioned for upcoming environmental regulation . The fleet operates mostly cleaner natural gas generation and also a small portion of geothermal renewable generation. And finally, we see management
  2. How to Use Morningstar's Retirement Portfolios

    Video Reports

    Fri, 30 Jan 2015

    Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.

    saving for retirement found at 1:34, 5:25

    set for folks in retirement and a set for folks who are saving for retirement . And you have some overarching principles to these portfolios that apply to both sets. Can you talk about some of those? Benz:
    we can start with the accumulation portfolios for folks who are still saving for retirement . What are some ways they can look at those model portfolios and apply the lessons to their own? Benz: I think there
  3. Consumer Gain, Corporate Pain

    Video Reports

    Fri, 30 Jan 2015

    Some factors that are benefiting U.S. consumers are simultaneously weighing down corporate earnings in key sectors, says Morningstar's Bob Johnson.

    oil prices found at 1:54

    the energy sector aren't. How are you seeing the impact of lower oil prices on businesses? Johnson: Well, first of all, to your question about the energy part of it: There's been a huge impact, and
  4. 3 Good Reasons to Sell a Fund

    Video Reports

    Thu, 29 Jan 2015

    Persistent performance problems across market cycles, management or strategy changes, or your own personal situation may necessitate a sale, says Morningstar's Christine Benz.

    online conference found at 5:55

    a fresh outlook on the market and your investments at our FREE online conference . Join us for
  5. A Small-Cap Dividend ETF With a Value Tilt

    Video Reports

    Thu, 29 Jan 2015

    WisdomTree SmallCap Dividend ETF's approach offers value investors an interesting way to play small caps.

    firms investors found at 1:58

    for them to undertake these types of projects. And that can help benefit investors in the long term. Managers may also use dividend payments in order to signal their confidence about their firm's future business prospects, and that's particularly true when they raise these dividend payments. Investors tend to punish companies that cut their dividends, so managers are reluctant to commit to them unless they are confident they'll be able to honor these payments over the full business cycle. As a result of this constraint, dividend-paying companies tend to be more profitable and generate more stable cash flows than non-dividend-paying firms . Investors looking for exposure to these types of stocks should consider [TICKER:DES] WisdomTree SmallCap Dividend ETF, which offers comprehensive exposure to small-cap dividend payers for a low 38-basis-point expense ratio. 
  6. Expected Stock and Bond Returns: Time to Get Real

    Video Reports

    Wed, 28 Jan 2015

    In the short term, almost anything can happen, but in the long run, returns will likely be lower than recent history, says Morningstar markets editor Jeremy Glaser.

    online conference found at 0:42

    a fresh outlook on the market and your investments at our FREE online conference . Join us for a
  7. 3 Risks That Might Be Lurking in Your Portfolio

    Video Reports

    Wed, 28 Jan 2015

    Investors should keep an eye on valuations and gauge their portfolios' vulnerability to inflation and rising interest rates when rebalancing, says Morningstar's Christine Benz.

    federal reserve found at 11:04

    all the more reason to be aware of it now. Benz: The Federal Reserve has telegraphed that it is likely to take some action on interest rates in 2015. But again, as you said, it's kind of a guessing game. We've seen a lot of even very high-profile professional
  8. IPhone Drives Spectacular Quarter for Apple

    Video Reports

    Tue, 27 Jan 2015

    Apple turned in its biggest upside surprise in three years as iPhone sales were well above expectations, says Morningstar's Brian Colello.

  9. Newly Reopened: A Risk-Conscious Small-Cap Fund

    Video Reports

    Tue, 27 Jan 2015

    Perkins Small Cap Value may lag in strong market rallies, but this Silver-rated fund's long-term risk-adjusted returns are very competitive.

    tom reynolds found at 0:13

    launched the fund in 1987. He's still involved, but Justin Tugman and Tom Reynolds run the fund on a day-to-day basis. Perkins is a wholly owned subsidiary of Janus, but it's based in Chicago and operates independently . The firm has enjoyed good retention of its investment staff through the years. But the departure of a comanager at this fund did trigger a downgrade in its Analyst Rating from Gold to Silver in 2013. However, there is still a lot to like about the fund, including its risk-conscious process. The managers consider how much a stock could lose before buying it in the portfolio, which has helped the fund hold up well in downturns. It did better than peers in the benchmark in 2008's market crisis , and it posted top decile performance in 2014--a tough year for small caps. The fund will lag in very strong market rallies such as 2013; however, its long-term risk-adjusted returns are very competitive. The fund reopened to new investors in January 2015, and it's
  10. A Different Story on Retail Sales

    Video Reports

    Mon, 26 Jan 2015

    December's decline had many worried, but adjusting for monthly noise and inflation paints a brighter picture.

    retail sales found at 1:06

    over year and using a three-month average drops out some of that weather effect and some of those seasonal factors. Look at the line there . The line has continued to improve, maybe it's flattened out a bit, but it still shows a relatively strong retail economy--not the disaster that everybody is complaining about with December's retail sales report. Then, taking the analysis one step further and looking at inflation-adjusted data, the improvement continues, actually, because we're in a state of deflation now. So now, adjusting for inflation, retail sales look even stronger. And we've been improving since February, moving from 0.8% up to 3.4%--a pretty dramatic improvement in retail sales when adjusted for inflation. Based on an improving employment situation and income situation, I think retail sales will continue at a relatively healthy pace in 2015.
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