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Investing Specialists

Weekly Wrap: Scary Stocks, Value Investing, and Long-Term Care

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Editor's Picks
10 Scary Stocks 
These are the most overpriced stocks in our coverage universe today.

Value Investing: A Deep Dive Into Performance
In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.

Where to Find a Bevy of Dividend-Stock Opportunities
The major integrated oil group includes many undervalued, stable dividend stocks. Here are our favorites.

Why Diversify?
When in doubt, spread it out.

An Action Plan for Long-Term Care
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.

Earnings Updates
Our Take on Asset Manager Earnings
Nothing alters our long-term expectations, but we have made some valuation changes.

LVMH's Tiffany Bid Makes Strategic Sense
We are maintaining our fair value estimates for the wide-moat firms as we await details on pricing.

Alphabet Shows Better Than Expected Revenue in Quarter
Shares of the wide-moat firm are fairly valued today, and we believe it becomes attractive on any pullback.

AT&T Lays Out Optimistic 3-Year Plans
We view the narrow-moat firm's shares as fairly valued.

Fire Raises Questions for Courts, PG&E Shareholders
We are cutting our fair value estimate and reaffirming our very high uncertainty and no-moat ratings.

Apple Poised to Return to Growth in Fiscal 2020
With shares up 54% year-to-date, we recommend prospective investors seek a wider margin of safety.

Facebook's Results Beat Expectations
We recommend waiting for a wider margin of safety before investing in this wide-moat and high uncertainty name.

Kraft Heinz's Results Are a Modest Positive
We suggest investors employ patience with the no-moat name.

Portfolio Planning and Personal Finance With Christine Benz
An Action Plan for Long-Term Care
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.

How to Understand Medicare Alphabet Soup
Vanguard's Maria Bruno unpacks the moving parts of Medicare.

Withdrawal Strategies for Retirees
Vanguard's Colleen Jaconetti discusses how to generate cash flows from your portfolio without taking too much out.

Mutual Funds and Exchange-Traded Funds
Value Managers on Why the Strategy Has Underperformed

What Do the Top Value Funds Have in Common? 

Manager Rivalries in the Fund Industry

Denning News Shouldn't Detract From American Funds

Templeton Global Bond’s Flexibility Sets it Apart

A Defensive Approach to Junk Bonds

Kinnel's Favorite Balanced Funds

3 Strong Taxable-Bond Funds From Fidelity

Balance Credit and Rate Risk With This Bond ETF  

Stocks
Investment Opportunities Abound in Electric Vehicles

On the Road to Vehicle Electrification

Online Brokers Worth a Look Amid Pricing Battle

Beyond Meat Looks Rich

The Rekenthaler Report
Revisiting International Equity Indexing

The Long View
Meir Statman: 'We Are All Normal'
The behavioral finance expert discusses what our financial choices say about us and whether investors' decisions are becoming more rational.

Sustainability Matters
Sustainable Investing Interest Translating Into Actual Investments
We've seen record ESG fund flows so far in 2019.

Commentary
Another Small Crack in the Retirement System
Congress looks for further ways to turn our retirement system to a general savings system.

Most Requested Stock Quotes
Apple
Amazon.com
Microsoft
AT&T
Intel 

Most Requested Fund Quotes
Vanguard Dividend Growth
Vanguard 500 Index
T. Rowe Price Blue Chip Growth
Fidelity Contrafund
Vanguard Total Stock Market Index

Most Requested ETF Quotes 
Vanguard High Dividend Yield ETF
Vanguard Dividend Appreciation ETF
SPDR S&P 500 ETF
Vanguard Total Stock Market ETF
Vanguard S&P 500 ETF