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Investing Specialists

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