Though the narrow-moat stock has a positive moat trend, we're skeptical that it can carve out a wide moat.
Alex Bryan says investors should understand the factors being targeted and how aggressively they are pursued.
Gregg Warren says share repurchases and dividends as the only way for Berkshire to meaningfully reduce its cash balances in the near term.
Both Bronze-rated and reasonably priced, Merger Fund and Arbitrage Fund have relatively long track records and experienced managers.
Christine Benz puts recent volatility in perspective and offers several coping strategies to investors.
Our analysts like Diamond Hill Large Cap, Dodge & Cox Stock, and American Funds Washington Mutual.
At the 2018 Morningstar Conference this month, Grantham gave an insightful presentation about climate change.
We discuss asset growth at PIMCO Income, dividend stock picks in healthcare, and more on this week's episode.
The undervalued wide-moat firm's dividend is solid, and we think there's dividend growth ahead.
Morningstar research shows how the economic moat rating and distance to default ratio predict dividend sustainability.
Artisan International Value and Artisan Global Value have similar strategies, but only the latter remains open.
Undervalued International Flavors & Fragrances' moat is supported by both intangible assets and switching costs.
With inflation rising, Eric Jacobson looks at who might need inflation-protected bonds and shares some picks.
Oakmark International's David Herro says global information flow is faster, for better and for worse.
Dodge & Cox's Diana Strandberg says valuations among European financials and pharmaceuticals look attractive.
Darby Nielson explains how these equity strategies can work in an investor's portfolio.
Osman Ali, a portfolio manager with Goldman Sachs, argues that money managers are using data sets to invest differently.
Closing this impressive fund even temporarily might better serve its investors.
Baird's Tim Steffen discusses the new tax law's impact on standard and itemized deductions.
Dodge & Cox's Diana Strandberg says Samsung has strong fundamentals and a very low valuation.
We like Pfizer, Roche, Allergan, and Medtronic in this space.
Steve Wymer from Fidelity talks about differentiating between companies that are innovating and providing value for shareholders.
Dodge & Cox's Diana Strandberg says there's more short-term noise in the markets today, but earnings and cash flow still drive the long-term value of companies.
Meggan Walsh of Invesco Diversified Dividend says risks today include misallocation of capital, operating leverage, and financial leverage.
Factors like value, momentum, and quality have historically worked better for firms further down the market cap spectrum, says Vanguard's Antonio Picca.
We're also watching for Kroger, plus housing starts and existing home sales.
Anne Lester, manager of JPMorgan's SmartRetirement Target-Date series, discusses increased flows to passive strategies in the target-date space and the firm's research on decumulation strategies.
Brad Vogt of Capital Group's American Funds says having a complementary group of managers and analysts at the helm leads to concentration and conviction balanced with diversification at the fund level.
Discussions with Mellody Hobson and Jeremy Grantham; Pfizer; and oil prices on this week's edition.
Geopolitical issues and global demand may temporarily be pushing oil prices higher, but we don't see that as sustainable.
The lack of crazy euphoria in the market today may mean the market could bump along versus seeing a precipitous, sudden decline.
Jeremy Grantham suggests avoiding the U.S. equity market and keeping bond duration short.
The rise of giant capital light businesses has stalled the cycle of regression to the mean of corporate returns on equity, says GMO's Jeremy Grantham.
The oil industry's decision to not grapple with climate change means those firms will grow at a slower clip than the broader markets, says Jeremy Grantham.
Ariel Investments president Mellody Hobson says the firm does not believe the tax cut is fully priced into the market today.
JPMorgan SmartRetirement Blend uses passive ETFs, keeping the series costs low.
Russ Kinnel shares his thoughts on the speakers and presentations at the 30th Morningstar Investment Conference.
Yasmin Dahya of J.P. Morgan Asset Management says there's value in reducing concentration risk while accessing the potential for higher returns from factor investing.
Penny Foley of TCW Emerging Markets Income discusses the emerging-markets' debt spectrum and the fund's allocation to EM local debt.
Elaine Stokes of Loomis Sayles Bond says more investment-grade debt may become high yield in the next cycle.
BlackRock's Kevin Franklin explains how investors get comfortable with applying these tools to money management.
Amy Zhang, portfolio manager of the Alger's Small Cap Focus Fund, explains how the fund focuses on healthcare and technology.
The wide-moat firm is going through a paradigm shift, but it is well-positioned for growth.
The bull market, which has made it easier for investors to stay the course, is shrinking the difference between investor and total returns.
PIMCO's Mohit Mittal says he sees some opportunities in credit but is exercising caution around retail, chemicals, and broadcasters.
Research Affiliates' Feifei Li discusses the firm's approach to multifactor funds.