Weekly Wrap: New Ratings, RMD Tips, and Beaten-Down Stocks

Editor's Picks Introducing the Enhanced Morningstar Analyst Rating for Funds We share the changes and provide a helpful example.

Is It Time to Sell These 5 Stocks? These names suffered double-digit losses in October. Should you hold on?

Yes, RMDs Can Improve Your Portfolio RMD-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.

Excellent Closed Funds for Your Watchlist Warning: These funds are currently closed to new investors.

What to Do With 'Found' Money You can use mental accounting to make healthier financial decisions.

Earnings Updates Berkshire Results In Line With Expectations Insurance gains offset slightly weaker operating results for the wide-moat firm.

New CEO Kempczinski Well-Suited to Lead McDonald's Easterbrook's departure is a surprise, but there is no change to our fair value estimate for the wide-moat firm, and we see shares as modestly undervalued.

Uber Beats Top- and Bottom-Line Expectations We believe that investment in narrow-moat Uber requires patience and view the stock as attractive.

Kroger's Investor Day Leaves Us Confident in Our View We suggest investors await a more attractive entry point before buying shares of the narrow-moat firm.

Our Take on Wireless Earnings AT&T makes plans, Verizon adds customers, T-Mobile takes share, and Sprint brings up the rear.

Qualcomm Poised to Reap Rewards From 5G in 2020 We are raising our fair value estimate, but shares of the narrow-moat firm look expensive.

Portfolio Planning and Personal Finance With Christine Benz Retirees: Are You Spending Too Much? The 4% guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.

Mutual Funds and Exchange-Traded Funds The Best 529 Plans Taking advantage of tax benefits by investing in low-cost, smartly designed 529 plans can stretch your college savings dollars.

Should Dividend Investors Sweat Interest-Rate Risk? Owning quality companies that regularly return cash to shareholders is a solid strategy for all rate environments.

Our Enhanced Analyst Rating Is Easier to Understand and Use We refocused the Morningstar Analyst Rating around its most predictive elements and gave fees even more weight.

A Survey of Vanguard's Dividend Funds Dividend-seeking investors can find excellent, low-cost funds--both active and passive--at Vanguard.

When It Comes to 529s, How Good Is Your State's Tax Benefit? We examine the incentives that college savers have to stay in-state.

A Top-Rated ETF for Exposure to Long Bonds As fears of rising rates abate, investors have been edging further out on the yield curve.

The Rekenthaler Report Indexing Outside the International-Stock Mainstream As the investment universes become smaller, the complications increase.

Mutual Funds: Where Fun Came to Die The industry is better than ever--but also duller.

Stocks Utilities' Dividends Look Good, but Valuations Are Rich We think the sector is overvalued, but see some good yield opportunities.

Kroger's Investor Day Leaves Us Confident in Our View We suggest investors await a more attractive entry point before buying shares of the narrow-moat firm.

Teva Shares Undervalued Despite Opioid Case Teva's shares have declined nearly 70% from the 52-week high with the rise of opioid litigation.

CVS Turns in Strong Third Quarter, Boosts 2019 Outlook We view shares of the narrow-moat firm as undervalued.

How Regulatory Environments Affect Utilities Constructive regulatory environments can foster growth.

The Long View Dennis Lynch: 'Have a Growth Mindset and Be Willing to Learn New Things' An accomplished growth investor, Lynch explains how his team seeks to gain an edge, susses out the difference between innovation and mission creep, and applies different frameworks to mitigate biases and errors.

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

Most Requested Stock Quotes Apple McDonald's Microsoft Amazon.com AT&T

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