Weekly Wrap: Consumer Behavior Trends, September Fund Flows, and More
We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.
|Editor's note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it.|
U.S. Fund Flows Show Investors Turning to ETFs in September
Open-end funds headed for worst year ever as exchange-traded funds get inflows.
Staying Home: How the Coronavirus Changed Consumer Behaviors and Company Valuations
What consumer trends during the pandemic have meant, and will mean, for companies in technology, hospitality, and e-commerce.
Retirement Income: Assessing the Odds
Graduating from a spreadsheet to simulations.
6 Cybersecurity Stocks to Keep an Eye On
These companies are benefiting as more people work from home.
Dear Fellow White Women in Finance: Hold That Door Open
Diversity improves our work and work environment.
How the Upcoming Election Will Shape Regulation
A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration.
Portfolio Planning and Personal Finance With Christine Benz
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
The Virtues of a Minimalist Portfolio
Financial blogger and author Jim Dahle, also known as "The White Coat Investor," argues that investors do better when they don't overthink investment selection and asset allocation.
Mutual Funds and Exchange-Traded Funds
The Basics of 529 College Savings Plans
Here is our doorway to 529 plans, one of the most often used college savings plans.
What's Going on at Diamond Hill?
A personnel exodus spurs widespread change.
Pimco's Take on Today's Market
Morningstar Rising Talent award winner Mohit Mittal discusses how the coronavirus may affect the economy in 2021.
Momentum Often Loses Steam in Practice
Momentum may not work as well in practice as on paper, but well-constructed momentum funds still have a good chance to beat the market.
What Our New Approach Means for 529 Plan Ratings
We've updated our methodology--and low-cost options benefit.
This ESG Fund From Vanguard Is Off to a Good Start
The managers of the firm's first actively managed environmental, social, governance fund take a sensible, concentrated approach.
A Risky, But Promising, Innovation ETF
This actively managed ETF offers a thoughtful approach to investing in innovative companies, but it's not for the faint-of-heart.
3 Undervalued Travel Stocks We Like
These names stand to benefit from a resumption of leisure travel--and are all trading below our fair value estimates.
What a Biden Presidency Could Mean for Utilities
Clean energy plans could be long-term growth opportunities.
This Energy Stock Can Provide a Charge
See what we like about Pioneer National Resources.
Why Preferred Stocks Don't Make Good Bond Substitutes
Their yields might look tempting, but they come with a few drawbacks.
Possible Biden Win May Spur Cannabis Industry Growth
Companies with U.S. exposure are better-positioned to benefit from easing prohibition.
Which Stocks May Benefit From Different Election Outcomes?
We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.
U.S. Oil and Gas Doesn't Need a Trump Win to Thrive
Weaning America off fossil fuels will take decades, even if Democrats sweep Congress in November.
Stock Analyst Updates
After Disappointing Data, We Lower FVE for Gilead
We lowered our fair value estimate for Gilead to $77 per share.
Red Hat Still a Bright Spot for IBM Amid COVID-19
IBM continued to refrain from publishing an outlook for the quarter or full year, but we expect the final quarter will see strong sequential growth owing to IBM’s seasonality despite another expected quarter of annual declines. We’ve also increased our expectations for the year, leading us to raise our fair value estimate for the narrow-moat name to $125 per share from $120.
P&G's Lofty Trajectory Won’t Always Persist
We intend to edge up our $111 fair value estimate, but we don’t believe investors should rush to stock up on this wide-moat name.
Why We Like Intel’s Move to Divest Its Memory Business
We continue to view shares as undervalued for the wide-moat company.
Netflix Misses on Q3 Customer Adds
Subscriber growth at Netflix in third quarter came in below our estimate and management’s forecast.
Verizon Bounces Back in the Third Quarter
We consider shares fairly valued for the narrow-moat company.
Tesla Remains Profitable; Generates Good Q3 Cash Flow
After taking Tesla out from under review as explained in our Oct. 19 note to upgrade its moat rating to narrow from none, our new fair value estimate is $319.
The Long View Podcast
Kerry Hannon: Remote Work Trend Benefits Older Workers
The author and retirement expert discusses remote work during and after the pandemic, employment for midlife and older workers, and financial advice for women.
3 Factors Informing Our Economic Outlook
As part of our evaluation of the trends that will shape these areas of the economy, we took these factors into account.
Baby Bonds Are Back
The idea isn't new, but it's gaining traction as a way to narrow the racial wealth gap.
Your 2021 Medicare Fall Enrollment Checklist
How to effectively and efficiently re-evaluate your prescription drug or Medicare Advantage coverage.