Weekly Wrap: July Highlights, Fantastic Income Funds, and More
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.|
July Morningstar Analyst Ratings Upgrades, Downgrades, and New to Coverage
We share some highlights from the month.
19 Good Companies With Bad Stewardship
These firms all have wide and narrow economic moats but earn poor stewardship ratings.
Context Is Key: The Value of Perspective
Why we’re changing the way we present information to our readers.
4 Fantastic Income Funds
We share top funds for income seekers based on our annual "fantastic funds" screens.
What If Inflation Isn’t Dead?
Forgotten does not necessarily mean expired.
A Checklist for Social Good: Closing the Intention-Action Gap When Giving Back
How to stay focused on investing your time, energy, and funds to a worthy cause for the most impact.
Portfolio Planning and Personal Finance With Christine Benz
4 Ways the Pandemic Is Affecting Long-Term Care
COVID-19 has disproportionately affected people in nursing homes and other long-term care settings. Will lasting change follow?
Can You Retire Early? Should You?
What to consider if early retirement is on your radar in today's economic environment.
Where to Get Cash in a Crunch
Maria Bruno discusses options from the old and familiar to the new and temporary.
Mutual Funds and Exchange-Traded Funds
How Vanguard, Fidelity, and Others Embrace ESG Investing
Sustainable investing strategies have gone mainstream; here's how some of the best money managers are doing it.
A Compelling Shareholder-Yield ETF
This actively managed ETF targets stocks making large cash distributions to shareholders through either dividends or net share buybacks.
Where Are the Liquid Alternative Shareholders’ Yachts?
Since March 2009, investors have collectively paid $1 billion more in fees to liquid alternative mutual funds than what they’ve gained in return.
Value Investing Isn't Broken
Over the long term, valuations should still be predictive of returns.
A Scandalous--and Undervalued--Stock Pick
We added this name to our list of high-conviction ideas in August.
Investors Too Pessimistic About JLL's Prospects
Despite a tough quarter, we think the commercial real estate broker is undervalued.
Beware the Hype When Investing in Gold
The price of gold looks good this year, but the precious metal's longer-term track record is mixed.
Sequence of Returns: Part II
The order of when things happen has implications for retirement savers, too.
U.S. Ban Could Have Major Implications for Video Game Industry
While the president had been attacking TikTok, the addition of WeChat and Tencent to the ban was a surprise.
Stock Analyst Updates
Unrealized Investment Gains Lift Berkshire's Q2 Results
We expect to leave our $342,500 ($228) per Class A (B) share fair value estimate in place.
Tesla Panders With 5-1 Stock Split Announcement
Retail investors will find shares more attractive after this move, though it doesn't affect the intrinsic value of the company.
Global Spending Weakness Hampers Cisco's Q4; FVE Stands
Narrow-moat Cisco Systems' 10% year-over-year revenue decline in the fourth quarter was slightly ahead of CapIQ consensus estimates, and the company performed well on the bottom line.
Stock Investors Are From Mars, Bond Investors Are From Venus
The two assets have responded very differently to the coronavirus crisis.
3 Strategies to Consider When Sole Beneficiaries Want to Share the Wealth
Unfortunately, no single solution is simple, cheap, and tax-advantaged, says Natalie Choate.
The Long View
Pramod Atluri: 'When This Storm Hit, It Hit Fast, and It Hit Hard'
The Capital Group fund manager discusses where bond investors are getting paid to take risk today and the role of bonds in an ultra-low-yield world.