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Investing Specialists

Weekly Wrap: Should You Add Bitcoin or Tesla to Your Portfolio?

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
How The Past Can Shed Light on the Post-COVID Economy
What happens when the economy is perturbed by an extreme but temporary external shock.

Does Your Portfolio Need Bitcoin?
Maybe, but risk control is key.

Bored, Lonely, and Confused: Why It's OK to Feel Lousy While Investing
Overrated? Story stocks like GameStop. Underrated? Frictions, boredom, and paralyzing confusion.

5 Undervalued Innovative Stocks
These names from the Morningstar Exponential Technologies Index are trading at 4- and 5-star levels.

The Good News About Retirement Income
A lower starting withdrawal rate doesn't guarantee you'll have to live on less.

Should I Buy Tesla Stock Now?
Here's what you have to believe to justify the eye-popping value that the market is placing on the company's stock.

Portfolio Planning and Personal Finance With Christine Benz
What You Can Learn From Your 1099 Forms
These forms can yield valuable information about your portfolio's asset location and tax efficiency.

A Financial To-Do List for February
Start by taking a closer look at your portfolio's asset allocation.

Mutual Funds and Exchange-Traded Funds
Buy the Unloved: 2021 Funds Edition
After an out-of-favor 2020, the large-cap, bank-loan, nontraditional bond, and world-allocation Morningstar Categories may be due for a rebound.

It Was Business as Usual for ETF Investors in January
While meme stocks were making headlines, new money continued to pour into broadly diversified, low-cost index ETFs.

Do Big Yields Always Mean Big Risks?
Some funds strike a better balance than others.

Stocks
Chip Equipment's Bright Prospects Are Etched in Stone and Silicon
We see strong growth and reduced cyclicality for the industry.

Nestle, Nvidia, and the Changing Global Equity Markets
Morningstar indexes reveal the extent of U.S. technology dominance.

Are These Dividends at Risk?
We think independent refiners look attractive--and we think their payouts are safe.

Snowflake Shows Substantial Growth
But it's racking up significant operating losses as it does so.


Stock Analyst Updates
Robust Altria Q4 Increases Our Conviction in Valuation
Altria reported another robust performance at the top line in the fourth quarter of 2020. Although we are not changing our $54 fair value estimate, this performance increases our conviction that Altria is undervalued.

Pfizer Vaccine Shows Promise for Huge Near-Term Growth
The wide-moat company posted a solid fourth quarter. We continue to view the stock as undervalued.

Exxon Keeps Dividend Safe Through 2025
We're maintaining our $74 fair value estimate and narrow moat rating.

Cannabis Stocks Rally on Schumer’s Push for Legislation
Legalization doesn’t change our estimated market potential of $85 billion by 2030.

Amazon's Q4 Strength; Bezos to Step Down; FVE to $4000
Wide-moat Amazon reported strong fourth-quarter results, including material upside to revenue, an EPS blowout, and upside to its revenue outlook for the first quarter. Amazon also announced that CEO Jeff Bezos will transition to the role of executive chairman in the third quarter and will be replaced by Andy Jassy, CEO of AWS.

YouTube and Cloud Lead the Way for Alphabet
The company remains one of our favorite names in the Internet and social media space. Our fair value estimate is now at $2,605 per share.

Merck Posts Steady Q4; CEO Ken Frazier to Retire
The company announced CFO Robert Davis will succeed Frazier on July 1. We view the transition in leadership as natural.


Rekenthaler Report
There Are No Stock Market Heroes
Even when the transactions appear to be personal, they're strictly business.

No, Wall Street Is Not Rigged
The organizers are annoying, but the game is not crooked.

Advisor Insights
Broadening the Reach of Financial Advice
The cultural competency of the financial planning industry is still in its infancy.


The Long View Podcast

David Giroux: 'What Are the Market Inefficiencies we Can Exploit?'
A two-time Morningstar Fund Manager of the Year winner on the benefits of concentration, the attractions of utilities and BB bonds, and his team's focus on "return on time spent."

The Short Answer
Roth or Traditional IRA: Which Should You Choose?
Here's a simple system to help you break down the choice.

Ready to Invest? Here's How to Get Started
There's more to investing than GameStop and Robinhood.

Your Nonstop Flight to Developed and Emerging Markets
We look at different types of international markets and how you can invest in them.

Commentary
When Value Outperforms, It Comes in Bunches, Says DFA Co-CEO
Gerard O'Reilly on why he’s keeping the faith in cheap stocks and why the firm is launching ETFs now.

The Best-Performing ESG International-Equity Funds
These funds also stood out relative to their non-ESG peers in 2020.

Can Baby Bonds Shrink the Racial Wealth Gap?
Legislation before Congress could map out a path to greater racial wealth equity.

Most Requested Stock Quotes

GameStop
Apple
Microsoft
AMC
Amazon

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

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