Skip to Content

Weekly Wrap: Inexpensive Picks, Returns Forecast, and the COVID-19 Sales Impact

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.

Editor's Picks The 2021 Retirement Landscape Medicare and Social Security solvency are among the top retirement challenges this year, says contributor Mark Miller.

3 Inexpensive Stocks With Sturdy Dividends We think the payouts on these undervalued names are sustainable.

Experts Forecast Stock and Bond Returns: 2021 Edition Nearly every firm has ratcheted down return expectations, but international equity remains a bright spot.

COVID-19 Sales Have No Major Impact on Drug and Vaccine Manufacturers We Cover However, the biopharma industry's ability to adapt and innovate to treat disease reinforces our moat ratings.

3 ETFs That Buy Low--but Not Too Low These funds strike a balance between value and quality.

Farewell, Mutual Funds Eventually, ETFs will be the industry standard.

Portfolio Planning and Personal Finance With Christine Benz 75 Must-Know Statistics About Race, Income, and Wealth Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.

How to Approach Retirement Portfolio Withdrawals in 2021 The first step is to map out what your spending might be for the coming year.

How Much Equity Exposure Is Too Much in Retirement? Retirees require stocks' growth potential, but they need a cash and bond buffer, too.

Mutual Funds and Exchange-Traded Funds Don't Count Out World Allocation Strategies Just Yet What history shows us.

U.S. Fund Flow Records Fell in 2020 ETFs sizzled, open-end funds fizzled, and bond funds kept on rolling.

When Bond Prices Are a Matter of Opinion A look at how different firms price the same bonds, including corporate bonds, Treasury bonds, and more.

What Management Changes Mean for Dodge & Cox Funds Two senior leaders plan to retire in the next 18 months.

A Quick Survey of Investment Vehicles From ETFs to CITs, investors have an array of choices. How do they stack up with mutual funds?

Unloved ETFs Here are two we like right now.

The Best Core Stock Funds These mutual funds and ETFs blend growth and value large-cap stocks and earn Morningstar Analyst Ratings of Gold.

Manager Question of the Month: What's the Biggest Risk Factor? Valuations and the effect of loose monetary policy on asset prices and capital allocation are top of mind for some equity managers.

Stocks 3 Utilities Picks for Dividend Seekers Prices for the highest-quality utilities remain rich, but there are pockets of value to be found.

Biopharma Companies With COVID-19 Treatments See $10 Billion Market in 2021 We expect quickly declining sales potential after that, however.

5 Companies That Made the Best of a Bad Year Here's how these companies shifted their thinking in 2020 to reflect pandemic-driven consumer trends.

3 Real Estate Stocks for Dividend Seekers A pullback in the sector has led to opportunity for income investors.

Stock Analyst Updates Client Asset Growth Leads to a Strong Finish for Schwab We may increase our current $47 fair value estimate by up to 10%.

Decent Fourth-Quarter Results for Bank of America We are raising our fair value estimate for the wide-moat firm.

Netflix Beats Fourth-Quarter Subscriber Guidance Despite the subscriber beat, revenue was in line with our projections for the quarter.

UnitedHealth Maintains Earnings Guidance for 2021 We do not plan on changing our moat rating or fair value estimate for the company.

Procter & Gamble's Heft Proves Unwavering in Q2 We intend to hold the line on our long-term expectations for 4% annual sales growth and operating margins in the mid-20s for the wide-moat company.

Biden Revokes Keystone XL Permit The company announced that it will suspend the project, and we don't expect any attempts to build the project to be successful under the Biden administration.

Intel's Record Q4 Results; No Update on Outsourcing Intel reported fourth-quarter results that significantly exceeded its guidance, primarily due to stronger-than-expected PC demand related to the ongoing work- and learn-from-home trends stemming from COVID-19. Due to the impending CEO transition from Bob Swan to Pat Gelsinger (effective Feb. 15), management did not elaborate on its outsourcing plans or provide full-year guidance.

IBM Beats on Q4 Earnings IBM reported fourth-quarter results that beat CapIQ earnings consensus expectations--but top-line performance weighed on overall results, as the company's revenue came behind CapIQ consensus estimates. We maintain our fair value estimate of $125 per share for the narrow-moat name.

Rekenthaler Report With 401(k) Plans, What You Don't Know Can Hurt You The silent damage caused by revenue-sharing agreements.

Advisor Insights Advisors, These Hiring Biases Are Damaging Your Firm's Future Prepare for 2030's demographics.

What I've Learned From Talking With White Advisors About Race

Dear Fellow White Women in Finance: Hold That Door Open Diversity improves our work and work environment.

Investing for Social Justice From the Bottom Up Advisor Rachel Robasciotti listens to groups on the ground to make an impact.

How ESG Benefited My Clients in 2020 These selected sustainable funds held their own during a choppy year for the markets.

The Long View Podcast George Kinder: A Financial Plan Needs To Be a Life Plan The father of the life planning movement discusses his famous 3 questions, training financial advisors to go deeper, and the climb toward a fiduciary standard.

The Short Answer A Responsible Version of Market-Timing Rebalancing your portfolio allows you to 'buy the dip.'

Commentary Insights From Michelle Singletary: Diversity in Financial Services 'When you have a society where the wealth gap is so huge, we have a situation like we have now where when those folks fall, it brings all of us down, and we don't want that. There is enough for everybody,' writes The Washington Post columnist.

Pinning Down Portfolio Rules of Thumb Investing can be complicated, but common portfolio guidelines can be a good starting point.

Biden Administration Orders ESG Rule Review The rule that was finalized under the previous administration is likely to be reversed in the coming year.

When Diversification Backfires Your investment plan lineup is not a buffet table--the dangers of naïve diversification.

Most Requested Stock Quotes Apple Tesla Facebook Amazon.com Coca-Cola

Most Requested Fund Quotes Vanguard 500 Index Vanguard Total Stock Market Index Vanguard Dividend Growth Fidelity 500 Index Fidelity Contrafund

Most Requested ETF Quotes ARK Innovation ETF ARK Genomic Revolution ETF Invesco QQQ Trust Vanguard Total Stock Market ETF SPDR S&P 500 ETF

More in Portfolios

About the Author

Carole Hodorowicz

Audience Engagement Editor
More from Author

Carole Hodorowicz is an audience engagement editor for Morningstar.com. Focusing on the individual investor audience, she manages content, creates explainer videos, and writes articles about different topics in finance for beginners.

Hodorowicz joined Morningstar in 2015 as a customer support representative for Morningstar Office before moving into an editorial role.

Hodorowicz holds a bachelor’s degree in journalism from Eastern Illinois University.

Sponsor Center