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Weekly Wrap: Shorting Stocks, Surprising Picks, and the College Question

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 Future of the Economy Which pandemic-related trends have already passed, and which ones might be around the corner? The College Question When the cost of college threatens retirement, how do you break it down? 7 Surprising Stocks to Consider These large companies lack economic moats and have negative moat trends--but we think they're attractive nonetheless. IRA Strategies for 2021 Christine Benz talks about the current tax implications for contributing to IRAs. Should Shorting Stocks Be Illegal? The question is not rhetorical. Digging Into Fidelity Contrafund We reveal how the fund's underlying holdings stack up on 11 measures of equity-related risk.

Portfolio Planning and Personal Finance With Christine Benz An Investing Road Map for Midcareer Accumulators Key financial priorities for investors in the peak earnings years of their 40s and 50s. An Investing Road Map for Pre-Retirees The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities. An Investing Road Map for Retirees For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more.

Mutual Funds and Exchange-Traded Funds Some Recent Fund Style Box Moves Explained Recent Morningstar Style Box enhancements cause some fund migration. How to Temper a Momentum Strategy The approach can struggle when the market changes direction or market volatility spikes.

Stocks Are Independent Refiners' Dividends Safe? High yields indicate opportunity as the probability of cuts is low. 3 Promising Stocks in Early Cancer Detection We see opportunities in the liquid biopsy market. A Top Stock in Telecom We think this company is well-positioned to increase market share.

Stock Analyst Updates Cisco's Q2 Product Orders Return to Positive Growth We believe that Cisco is navigating the pandemic well by finding pockets of strength while efficiently managing costs. We Expect Bounceback Year From Coca-Cola in 2021 For investors seeking exposure to a high-quality staple, we currently see a sufficient margin of safety in the stock. Uber Q4 Results Show Slow Mobility Improvement; FVE $67 Uber reported mixed fourth-quarter results as the firm missed top-line expectations but beat FactSet consensus estimates on the bottom line. We have slightly increased our projections and rolled our model forward, increasing our fair value estimate to $67 from $61. AstraZeneca's Growth Outlook Continues to Look Strong We don't expect to make major changes to our fair value estimate, but we do think the company looks moderately undervalued. COVID-Induced Housing Boom Provides Tailwind for Zillow We currently view shares as significantly overvalued. Disney+ Still Outpacing Our Expectations; Strong Q1 Disney posted a strong start to fiscal 2021 as first-quarter revenue beat FactSet consensus. We are maintaining our wide moat and plan to modestly increase our $140 fair value estimate.

Rekenthaler Report The Wall Street Checklist The good, the bad, and the ugly.

Advisor Insights Distributions in Year of Retirement: A Complicated Simple Question The surprising fact about direct rollovers and required minimum distributions. How Advisors Can Bridge the Money and Culture Gap Cultural competency has major implications for business.

The Long View Podcast David Giroux: For Income, Look at Leveraged Loans and Utilities Stocks The accomplished T. Rowe Price Capital Appreciation Fund manager on making good macro calls, finding quality income, and more. NYT's Ron Lieber on What and How to Pay for College The author and The New York Times columnist discusses college during the pandemic, the 'psychological head trick' of merit-based financial aid, and what's driving college costs upward.

Commentary What Happened to All of the Self-Driving Cars? Last year was meant to be the dawn of autonomous vehicles, so where are they? Larry Fink's Words Versus Actions on ESG in 2021 Larry Fink turns up the ESG dial in his annual missive to CEOs. We think BlackRock means business. The Power of Financial Habits Adopting mental shortcuts can help you stick to a budget. How to Pick a Large-Value Fund Have your portfolio ready when investor sentiment swings to the value side of the style box.

Most Requested Stock Quotes GameStop Apple Microsoft Tesla Amazon

Most Requested Fund Quotes Vanguard 500 Index Fidelity Contrafund Fidelity 500 Index Vanguard Total Stock Market Index T. Rowe Price Capital Appreciation

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

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About the Author

Carole Hodorowicz

Audience Engagement Editor
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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.

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