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Investing Specialists

Weekly Wrap: How Investors, Retirees, and the Government Are Navigating the Downturn

We recap the week on 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
What the Economic Downturn Could Mean for Pension Plans
Contributor Mark Miller explores the health of corporate, multiemployer, and public plans.

How Your State Treasurer Can Help Right Now
We talk with Illinois' Mike Frerichs about how the office helps investors.

What Is the Government Doing to Prop Up the Economy?
We look at the fiscal and monetary policies recently deployed amid the coronavirus pandemic to see what's working and what else needs to be done.

5 Stocks Buffett Might Buy, if He Could
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough.

What Medalist Managers Are Buying and Selling
A look at some of the industry leaders' recent moves.

Is Delaying Social Security Still Smart?
How volatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees.

Portfolio Planning and Personal Finance With Christine Benz
5 Bucket Portfolio Surprises in the Market Sell-Off
Most of the surprising developments relate to the safe parts of the portfolios--Bucket 1 and Bucket 2.

Stuck at Home? It's Time to Take a Look at Your Finances
Morningstar's Christine Benz suggests some personal finance tasks you can do while the world is on pause.

Should You Buy During a Downturn?
Christine Benz discusses how two types of investors can approach this period.

Why We Rechecked Return Forecasts (and What We Learned)
Christine Benz takes a second look at experts' expectations for the long-term returns of stocks and bonds.

Mutual Funds and Exchange-Traded Funds
Funds That Buy Like Buffett, 2020
These mutual funds own the same stocks as the Oracle of Omaha.

Cash-Heavy Hits (and Misses)
The promise and peril of holding big cash stakes in open-end mutual funds.

One Bond Manager's Trip Through the Latest Storm
PGIM's bond funds have performed much as we would have expected.

Low Volatility Doesn't Mean No Volatility
A look at how low-volatility ETFs weathered the recent storm.

How to Stay Disciplined (and Why It's Important Now)
A look at how the coronavirus has affected the market and what to do about it, if anything.

2 Wide-Moat Stocks for Your Watchlist
We recently upgraded Morningstar Economic Moat Ratings on these companies.

Epic Oil Crash Sets Up Brutal Downturn for Energy Sector
But recovery is inevitable, and stocks look very cheap--just watch out for bankruptcy risk.

8 Cheap Stocks With Solid Brands
These consumer names are undervalued, according to our metrics.

Value for Stocks Amid Drug News, Economic Outlook
Near-term economic contraction is being overshadowed by positive news in the fight against COVID-19 and expected economic recovery in the second half of 2020.

Stock Analyst Updates
GM's Dividend Suspension Prudent Given Closed Plants
The move to us is about debt extension, and we believe it does not create new funding for the automaker.

Reducing Boeing's Fair Value Estimate
Overall, while we agree that near-term headwinds are fierce, we continue think that there are long-term tailwinds for the firm.

3M Defies Its Critics With a Strong First Quarter
Results from this wide-moat-rated company are firmly in line with our expectations.

Pfizer Steady, Shares Look Undervalued
We continue to view this wide-moat stock as undervalued and maintain our fair value estimate.

Starbucks' China Recovery Playbook Offers Advantages
We see Starbucks as well positioned for market share gains ceded from smaller players.

Alphabet Beats Expectations; Maintaining Fair Value
Alphabet’s first-quarter results beat the FactSet consensus on revenue and EBIT, helped by strong ad spending in January and February, but followed by the pandemic-driven reversal in March.

Near-Term Approval of Gilead's Remdesivir Likely
We're slightly raising our fair value estimate for the wide-moat firm.

Mastercard Results Show Bite From Growth
We are maintaining our fair value estimate for this wide-moat firm despite the impact COVID-19 will have on the company's near-term growth.

Tesla Posts a 1Q Profit for the First Time
We are increasing our fair value estimate to $731 from $239. If a recession can't stop Tesla then virtually nothing will, and we expect the company to remain a leader in autonomous technology and range.

Outsize Sales Gains for Kraft Heinz; Shares Attractive
We are maintaining our fair value estimate for this no-moat firm.

Shell Cuts Dividend in Response to Market Uncertainty
Despite the dividend cut, we are keeping our fair value estimate.

After Mixed Results, Apple Shares Expensive
We are maintaining our fair value estimate for narrow-moat Apple, and we recommend prospective investors wait for a wider margin of safety.

Amazon's Near-Term Margin Profile Changes
Coronavirus-related investments change the wide-moat company's near-term margin profile, but also bolster network effect.

Rekenthaler Report
Long Bonds and Gold as Portfolio Diversifiers
Should equity investors consider holding less of the former and more of the latter?

Gold Shares or Bullion as Portfolio Diversifiers?
The answer depends upon the size of the investment.

The Long View
Wade Pfau: The 4% Rule Is No Longer Safe
The noted retirement researcher discusses how pre-retirees and retirees can adjust their plans in times of market stress.

Berkshire Coverage
What the Pandemic Means for Berkshire Hathaway
Gregg Warren shares his thoughts on its valuation and more.

3 Burning Questions for Buffett
Insurance, railroads, and share buybacks are on Gregg Warren's mind ahead of Berkshire Hathaway's annual meeting.

10 Questions That Should Be Asked at Berkshire's Annual Meeting
Berkshire is unlikely to get through the COVID-19 pandemic and subsequent recession unscathed, so questions need to be asked.

Is Recency Bias Swaying Your Investing Decisions?
How memories of market crashes could be clouding your judgment now.

Financial Literacy Month
Model Portfolios for Savers and Retirees
Morningstar director of personal finance Christine Benz has developed a series of hypothetical portfolios for savers and retirees.

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 Tackle Estate-Planning Basics
Guess what? You've probably already started the process.

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