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Investing Specialists

Weekly Wrap: Fund Ideas for the New Decade and Investing Speculation

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

Editor's Picks
Fund Ideas for the New Decade
Value funds plus big upgrades are worth a look.

How to Avoid IRA 'Pain Points'
Small steps to avoid the 'procrastination penalty' can make a big difference in your eventual return.

2019: A Strong Year for Income Assets, Less So for Some Income Funds
A volatile end to 2018 resulted in an overly conservative positioning going into 2019.

3 Dividend Growth Stocks for Your Radar
Gilead, Intel, and Citigroup look to maintain consistent growth and steady futures.

When Does Investing Become Speculation?
When the expected return is not clearly positive.

Portfolio Planning and Personal Finance With Christine Benz
How to Identify the Best Investments for Your IRA
No matter your life stage or financial goals, identify the right investments for the job.

Mutual Funds and Exchange-Traded Funds
Is Market-Cap-Weighting a Momentum Strategy in Disguise?
Yes, sort of, just not the sort of momentum strategy many may think.

4 Funds With High People Ratings
Russ Kinnel discusses the importance of the People Pillar in assessing a Morningstar Analyst Rating and a few funds that are exceptional in this area.

An Upgrade for This Fine Real Estate Fund From Vanguard
Because our new ratings framework places an even greater emphasis on fees, Vanguard Real Estate Index now earns a Gold rating.

Own a Piece of the Entire Foreign Stock Market With This ETF
Outstanding diversification and an ultralow fee earn this fund a Gold rating.

5 Cheap Stocks With Growing Dividends
We turn to the Morningstar US Dividend Growth Index for stock ideas.

3 Takeaways From Large-Cap Pharma Earnings
We see some opportunity for investment, especially in Merck.

Raising Intuit Fair Value Estimate on Growth Opportunities
Intuit maintains its wide moat thanks to subscription transition and connected products.

Our Ultimate Stock-Pickers' Top 10 High-Conviction Purchases
Several funds see value in the technology, healthcare, and energy sectors.

Franklin to Acquire Legg Mason
We are placing both firms under review while we work things through our models.

With Deal in Sight, We've Raised Our Sprint and T-Mobile Valuations
The merger will create an exceptionally well-positioned wireless carrier.

Coronavirus Stifles Apple Revenue Guidance for Quarter
We still think it is likely any near-term shortfall will be made up in subsequent quarters.

Kraft Stocks Up on Ingredients for Long-Term Success
The stock is trading well below what we think it's worth.

3 Bargains in Berkshire's Portfolio Today
This trio of stocks in Berkshire Hathaway are undervalued according to our metrics.

L Brands Sells Majority Stake in Victoria's Secret
We would expect to lower our fair value estimate in response to the transaction.

Market Conditions Still Favorable for Independent Refiners
We think Marathon Petroleum and Valero are the most attractive.

Natural Gas Prices at an Unsustainable Low
Two main concerns for investors are overblown.

Morgan Stanley Undersells Synergies in E-Trade Deal
We don't at this time anticipate a material change in our fair value estimate for Morgan Stanley.

Rekenthaler Report
The Problem of Swimming With the Big Fishes
Their scraps aren't necessarily nutritious.

Q&A: Illinois Raises the Bar on Sustainable Investing
Michael Frerichs, the state treasurer of Illinois, weighs ESG risks in his assessment of long-term value.

Q&A: Seeing the Risks, a Firm Transitions to ESG
Advisors Sam Ogrizovich and Cristine Marik share how they integrated ESG into their practice.

How Does Investing in ESG Companies Affect Returns?
Morningstar research uses a new model to compare the returns of companies with strong and weak ESG practices.

Advisor Insights
What Investor Biases Are the Conscientious Most Prone To?
Contributor Michael Pompian shares the results of his new study of personality traits and investment biases.

The Long View
Annamaria Lusardi: 'Financial Education Works'
A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.

Risk & Behavior
Why Is Financial Empowerment Important?
How advisors can help clients manage both their emotional well-being and economic stability.

Most Requested Stock Quotes
Kraft Heinz
Exxon Mobil

Most Requested Fund Quotes
Vanguard Dividend Growth
Vanguard 500 Index
T. Rowe Price Blue Chip Growth
Vanguard Total Stock Market Index
DF Dent Premier Growth Investor

Most Requested ETF Quotes
Vanguard S&P 500 ETF
Vanguard Total Stock Market ETF
Invesco QQQ Trust
Vanguard Dividend Appreciation ETF