Citigroup Inc

We plan to raise our fair value estimate for the narrow-moat firm.

Citigroup, Wells Fargo, and JPMorgan Chase are among the big banks set to report.

A very good year for the market.

How four large-value Morningstar Medalists have fared in the growth-led market.

We do not plan to make material changes to our fair value estimate for the narrow-moat financial services firm.

The new earnings season kicks off with names from a variety of sectors.

ETFs have brought a new level of transparency and order to bond markets which should benefit all fixed-income investors.

These names are among the top holdings of some of our favorite concentrated-fund managers.

Guess what? Small positions often contribute the lion's share of the angst.

Gold-rated Oakmark Fund stands apart in a Morningstar Category cluttered with bland strategies.

We're watching earnings from several wide- and narrow-moat companies, plus retail sales and housing starts.

There's more to the world than domicile.

Commentary from the four largest U.S. banks has been positive, and fundamentals still look OK.

Profitability is improving, but growth isn't perfect yet.

This week on the podcast, upgrades among big banks, high-quality mid-cap stocks, and tips for older IRA investors.

Industry changes can affect moats and more.

We examine the revenue exposure by region of five of the most popular U.S. index-tracking ETFs.

We believe the U.S. banking system is much stronger and more stable than it was a decade ago.

Citigroup is meeting its goals, JPMorgan is a top performer, and Wells Fargo disappoints.

Despite only marginal revenue growth, expenses were well-managed and allowed the bank's efficiency ratio and overall profitability to improve.