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Weekly Wrap: The Biogen Boost, Undervalued Stock Picks, and Our Ultimate Stock-Pickers Top Buys

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.

Stock ideas can come from a lot of different places. From a trusted financial advisor, for instance. Or from a work colleague during lunch--or a cousin at a family barbecue. Or from traders on Reddit. Stock ideas are in no short supply on Morningstar.com. For starters, the site's Our Picks feature examines stocks through our fundamentals-based lens, sharing best ideas from Morningstar's analysts or from one of Morningstar's indexes. We also offer watchlists of stocks tied to economic themes or market news--such as electric vehicle plays or companies that may benefit from the Biden administration's infrastructure plan. We hunt for stock ideas in the portfolios of professional money managers whom we respect, too. For instance, we ferret out undervalued stocks in Berkshire Hathaway's portfolio each quarter. Our unique quarterly series, Ultimate Stock-Pickers, takes portfolio snooping even further. The Ultimate Stock-Pickers are a collection of about two dozen managers we admire, hailing from shops like Dodge & Cox, Diamond Hill, T. Rowe Price, Jensen, Oakmark, and Primecap, to name just a few. They are, in our opinion, the industry's brightest minds. Each quarter we delve into the latest portfolios of these managers and share their common top high-conviction purchases and buys and sells. Whether your source of stock ideas is a well-regarded financial publisher or an investing-junkie family member, stock ideas are just that--ideas. Investors should always perform their own due diligence before buying; not all ideas will mesh with your own stock-picking philosophy. After further research, one investor's "can't miss" opportunity may be another's "no thank you" stock.

--Susan Dziubinski

Editor's Picks

50 Must-Know Statistics about Income and Wealth for LGBTQ People Average incomes are lower and poverty rates are higher, especially for transgender people and LGBTQ people of color. Our Ultimate Stock-Pickers' Top 10 Buys and Sells Funds see value in a diverse range of sectors. Index Funds Have Too Much Voting Power At long last, indexing's detractors have a legitimate complaint. What's Dragging Down Small Growth? As the value rotation continues, healthcare and tech names lag. Which Funds Got the Biggest Biogen Boost? These funds had the largest holdings of the drugmaker's stock before it soared. 15 More Undervalued Stocks With Momentum These narrow-moat names are all up twice as much as the market this year, yet remain undervalued by our metrics.

Portfolio Planning and Personal Finance With Christine Benz

Retirees: How Inflation-Tough Is Your Portfolio and Plan? Here's how to check. Why Index Funds and ETFs Are Good for Retirees Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

Mutual Funds and Exchange-Traded Funds

2 High-Yield Bond Funds Secure Silver Ratings in May We share some highlights from this month. Are Thematic Funds Worthy of the Hype or a Risky Distraction? Here are four key takeaways from our latest look at thematic funds. 6 Funds That Deliver the Best of Both Worlds Where our Morningstar Analyst Rating and ESG Commitment Level align. 4 Funds Where Key-Person Risk Looms Large The departure of these individuals would be cause for concern.

Stocks

Looking for Gains in Treating Pain Innovations in spinal cord stimulation bolster moats at Medtronic, Boston Scientific, and Abbott. Marqeta's $1 Billion IPO: What to Know The financial technology startup may not be a household name, but it has been a key to success for many firms. Are Disruptive Technologies the Next Dot-com Bubble? Should I be investing in disruptive technologies today?

Stock Analyst Updates

FDA Approves Biogen's Aduhelm as Alzheimer's Treatment We've raised the firm's fair value estimate to $401 from $350 per share.

Rekenthaler Report

Reasons Not to Invest in Boutique Funds Small isn't always beautiful.

Advisor Insights

Why Marketing to the 'Asian American Community' Is Impossible There is no one-size-fits-all financial advice for the incredibly diverse Asian American audience, so it is important to understand your clients on a case-by-case basis. A Sneak Preview of Secure Act Regulations Changes to the minimum distribution rules get some added wrinkles from the IRS.

The Long View Podcast

Eduardo Repetto: ETFs Are Winning the Battle The CIO of Avantis Investors discusses the firm's strategies and academic research, as well as his thoughts on the future of ESGs and ETFs.

The Short Answer How to Size Up a Job's Benefits When evaluating a job offer and negotiating a salary, take missing benefits into account.

Policy All Signs Still Point to an Increase in the Corporate Business Tax The political back-and-forth on tax increases isn't likely to change the outcome.

Commentary

How Can Financial Advisors Better Serve Millennial Clients? XY Planning Network CEO and co-founder Alan Moore talks trading trends, the fiduciary standard, and how advisors can accommodate a new generation of investors.

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