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Financial News from Morningstar

  • Stocks End Lower After Upbeat Jobs Report Morningstar - 58 minutes ago

    Stocks were lower today after a better-than-expected jobs report. The unemployment rate fell to 5.5% from 5.7% due to people dropping out of the workforce. The report raised expectations that the Fed would raise short-term rates sooner rather than later.

  • Stocks Fall After Upbeat Jobs Report Morningstar - 5 hours ago

    Stocks were lower this morning after a better-than-expected jobs report. The unemployment rate fell to 5.5% from 5.7% due to people dropping out of the workforce. The report raised expectations that the Fed would raise short-term rates sooner rather than later.

  • Cheap Exposure to the Universal Bond Index @ Morningstar - 10 hours ago

    This ETF can offer greater yield and Morningstar Risk-Adjusted Returns than traditional aggregate index ETFs.

  • Complexities of Eye Care Drive Strong Moats @ Morningstar - 10 hours ago

    We see attractive growth opportunities for the ophthalmology market.

  • Exchange-traded managed funds seek to lower the costs and increase the tax efficiency of active management.

  • Results of adverse scenarios are generally in line with Morningstar's own Stress Test analyses.

  • Stocks End Slightly Higher Morningstar - Thu, Mar 5, 2015 4:10 PM EST

    Thursday's session came after news of a jump in U.S. jobless claims and that the European Central Bank will soon begin its bond-buying stimulus program. Initial jobless claims rose 7,000, to 320,000, for the week of Feb. 22-28, the Labor Department announced, reaching their highest level since May. New applications for …

  • Stocks Rise With Labor Data, ECB in Focus Morningstar - Thu, Mar 5, 2015 12:00 PM EST

    Stocks rose early Thursday despite a jump in U.S. jobless claims and following news that the European Central Bank will soon begin its bond-buying stimulus program. Initial jobless claims rose 7,000, to 320,000, for the week of Feb. 22-28, the Labor Department announced, reaching their highest level since May. New applications …

  • When a Manager Change Means More of the Same @ Morningstar - Thu, Mar 5, 2015 7:00 AM EST

    Two recent manager changes at Goldman Sachs illustrate how other factors can mitigate the disruption.

  • Backdoor Roth IRA? Avoid These 6 Mistakes @ Morningstar - Thu, Mar 5, 2015 7:00 AM EST

    These errors can jack up tax--and opportunity--costs.

  • Stocks End Lower After Beige Book, Hiring Data Morningstar - Wed, Mar 4, 2015 4:10 PM EST

    U.S. stocks lost ground for a second straight day Wednesday as the latest Fed Beige Book suggested oil and a stronger dollar are weighing on the economy. The latest Federal Reserve report on the economy, known as the Beige Book, said that manufacturers in Boston, Cleveland, and Chicago and farmers in Texas and California …

  • Wide-Moat IBM Aims for New Growth Target @ Morningstar - Wed, Mar 4, 2015 7:00 AM EST

    IBM's investor briefing reveals goal of $40 billion in revenue from key analytics, cloud, and engagement businesses by 2018.

  • Which Investments Could Benefit From Rising Interest Rates? @ Morningstar - Wed, Mar 4, 2015 7:00 AM EST

    Bank loans and financials stocks could rise if rates do, but interested investors should be careful not to overpay.

  • A More Inclusive U.S. Aggregate Bond Index @ Morningstar - Wed, Mar 4, 2015 7:00 AM EST

    A look at the Barclays U.S. Aggregate Bond Index's parent: Barclays U.S. Universal Bond Index.

  • Why We Should Expect More From Mutual Fund Directors @ Morningstar - Wed, Mar 4, 2015 1:00 AM EST

    The 401(k) lesson.

  • U.S. Stocks Remain Lower After ADP Report Morningstar - Wed, Mar 4, 2015 1:00 AM EST

    Automatic Data Processing reported that private-sector employers added 212,000 jobs in February, slightly below expectations and below a revised January gain of 250,000. PetSmart (PETM) posted better-than-expected fourth-quarter numbers with a sale to a private equity firm looming. PetSmart shareholders are expected …

  • Stocks End Lower; Nasdaq Falls Below 5,000 Morningstar - Tue, Mar 3, 2015 4:30 PM EST

    Stocks were lower this morning as the Nasdaq fell below the 5,000 level if hit for the first time since the year 2000 yesterday. Auto sales slowed down in February to 16.23 million on an annualized seasonally adjusted rate due to poor weather, less than the 16.7 million expected by economists. GM (GM) sales were up …

  • Ultimate Stock-Pickers' Top 10 Buys and Sells @ Morningstar - Tue, Mar 3, 2015 7:00 AM EST

    Top managers continue to find opportunities for new-money purchases (albeit fewer than in past periods), while taking full advantage of a rising stock market to book some gains.

  • All Things (and Tax Rates) Being Equal, Is a Roth Better? @ Morningstar - Tue, Mar 3, 2015 7:00 AM EST

    Research suggests a Roth is nearly always preferable, but reality may not be so cut and dried.

  • 5 Cash-Heavy Funds for the Cautious Investor @ Morningstar - Tue, Mar 3, 2015 7:00 AM EST

    Cash is not trash.

  • 6 key reasons why investing in a taxable account is underrated Morningstar - Mon, Mar 2, 2015 4:50 PM EST
    couple doing paperwork

    Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors' tool kits.

  • Investors, don't make these tax blunders Morningstar - Mon, Mar 2, 2015 4:50 PM EST
    Taxes

    Mistimed sales, Roth-conversion mistakes, and failing to plan for unforeseen events top readers' lists.

  • Stocks End Higher After Data; Nasdaq Reclaims 5,000 Morningstar - Mon, Mar 2, 2015 4:30 PM EST

    U.S. Market Stocks rose today as investors weighed new economic data. The Nasdaq Composite closed over the 5,000 level for the first time since 2000. Consumer spending fell 0.2% in January from the previous ...

  • Stocks Rise After Consumer, Manufacturing Data Morningstar - Mon, Mar 2, 2015 12:00 PM EST

    Consumer spending fell 0.2% in January from the previous month, more than the 0.1% expected by economists. The decline was driven by a 2.2% decline in non-durable good purchases and a 0.1% fall in durable good purchase.

  • 5 Funds That Earn Medals and Deliver Ample Payouts @ Morningstar - Mon, Mar 2, 2015 7:00 AM EST

    These funds offer more than simply yield.

  • When a Bit of Extra Income Can Cost You Big Bucks @ Morningstar - Sun, Mar 1, 2015 7:00 AM EST

    Exceeding certain income thresholds can make you miss out on valuable credits and subsidies, and could subject you to extra taxes.

  • Tax Moves That Could Save You a Bundle @ Morningstar - Sun, Mar 1, 2015 7:00 AM EST

    Readers discuss how they used the last bear market to their tax advantage, the role of donor-advised funds, and more.

  • Even in Face of Difficulty, Berkshire Impresses @ Morningstar - Sat, Feb 28, 2015 2:30 PM EST

    Berkshire's non-insurance operations continue to be an added source of stability while reinsurance operations continue to struggle.

  • Berkshire's Simple Secrets to Success @ Morningstar - Sat, Feb 28, 2015 11:45 AM EST

    In the firm's annual letter to shareholders, Warren Buffett and Charlie Munger reflect on Berkshire Hathaway's history and future prospects.

  • Stocks End Lower After GDP Data Morningstar - Fri, Feb 27, 2015 4:45 PM EST

    Stocks were lower today after GDP data. Fourth-quarter GDP growth was revised down to 2.2% growth from an initial reading of 2.6% growth. Consumer sentiment fell in February from January levels according to the University of Michigan survey. Fiscal 2014 earnings per share grew 10% constant currency on 3% constant currency …

  • Stocks Mostly Lower After GDP Data Morningstar - Fri, Feb 27, 2015 12:00 PM EST

    Stocks were mostly lower this morning after GDP data. Fourth-quarter GDP growth was revised down to 2.2% growth from an initial reading of 2.6% growth. Consumer sentiment fell in February from January levels according to the University of Michigan survey. Fiscal 2014 earnings per share grew 10% constant currency on 3% …

  • Morningstar's Tax Relief Week 2015 @ Morningstar - Fri, Feb 27, 2015 7:00 AM EST

    Feb. 23-27: Our tips and picks for tax-sheltered and taxable accounts, tax-efficient portfolio planning, and saving taxes in retirement.

  • Compelling Financial Benefit in Valeant's Latest Buy @ Morningstar - Fri, Feb 27, 2015 7:00 AM EST

    The proposed Salix acquisition boosts our fair value estimate significantly.

  • Does Your Broker Have Your Best Interests at Heart? @ Morningstar - Fri, Feb 27, 2015 7:00 AM EST

    The Obama Administration pushes for brokers to be held to a fiduciary standard for retirement accounts.

  • Cost-Efficient Exposure to Momentum @ Morningstar - Fri, Feb 27, 2015 7:00 AM EST

    This low-cost ETF may offer attractive returns and good diversification benefits.

  • Stocks End Little Changed After Data Morningstar - Thu, Feb 26, 2015 5:00 PM EST

    The consumer price index fell 0.7% in January from December levels. The CPI was off 0.1% year-over-year, the first annual decline in five years. Excluding volatile food and energy prices, CPI was up 0.2% from the previous month. Economists had expected an overall decline of 0.6% and had estimated that core CPI would …

  • Vanguard Strikes Back With Lower Target-Date Fees @ Morningstar - Thu, Feb 26, 2015 1:45 PM EST

    New institutional funds to cost 10 basis points; firm also boosts international stake of multiasset offerings.

  • Stocks Little Changed After Data Morningstar - Thu, Feb 26, 2015 12:00 PM EST

    The consumer price index fell 0.7% in January from December levels. The CPI was off 0.1% year-over-year, the first annual decline in five years. Excluding volatile food and energy prices, CPI was up 0.2% from the previous month. Economists had expected an overall decline of 0.6% and had estimated that core CPI would …

  • Guidelines to help determine whether to stay put or sell.

  • 3 Tax-Efficient Retirement Saver Portfolios @ Morningstar - Thu, Feb 26, 2015 7:00 AM EST

    We've designed these portfolios to maximize returns while limiting Uncle Sam's take.

  • 3 Tax-Efficient 'Bucket' Portfolios for Retirees @ Morningstar - Thu, Feb 26, 2015 7:00 AM EST

    Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.

  • The Best Small-Company Funds @ Morningstar - Thu, Feb 26, 2015 7:00 AM EST

    A dozen domestic small-cap funds earn Morningstar Fund Analyst Ratings of Gold.

  • Stocks End Little Changed After Yellen, Housing Data Morningstar - Wed, Feb 25, 2015 5:15 PM EST

    New home sales fell 0.2% in January to a seasonally adjusted annual rate of 481,000. China’s manufacturing sector moved back into expansionary territory according to the HSBC/Markit flash purschaing mangers index. Following suit with its closest peer Home Depot (HD), Lowe's (LOW) fourth quarter delivered robust …

  • Stocks Little Changed Morningstar - Wed, Feb 25, 2015 12:00 PM EST

    New home sales fell 0.2% in January to a seasonally adjusted annual rate of 481,000. China’s manufacturing sector moved back into expansionary territory according to the HSBC/Markit flash purschaing mangers index. Following suit with its closest peer Home Depot (HD), Lowe's (LOW) fourth quarter delivered robust …

  • HP: Turnaround Progressing But Shares Still Overvalued @ Morningstar - Wed, Feb 25, 2015 8:36 AM EST

    Many of HP's stumbles during the quarter appear to be isolated, but we would seek a wider margin of safety before buying, writes Morningstar's Pete Wahlstrom.

  • Home Depot Continues to Build Its Dominant Position @ Morningstar - Wed, Feb 25, 2015 7:00 AM EST

    Wide-moat Home Depot is set to deliver another solid year of cash flow in 2015.

  • The Russell 2000 Index's Achilles' Heel @ Morningstar - Wed, Feb 25, 2015 7:00 AM EST

    The index's popularity and concentrated turnover put it at a disadvantage to its peers.

  • Top U.S. Equity Funds for Your Taxable Account @ Morningstar - Wed, Feb 25, 2015 7:00 AM EST

    These offerings combine low tax-cost ratios and strong performance in the same package.

  • Stocks End at New Record Highs; Yellen, Grecce Eyed Morningstar - Tue, Feb 24, 2015 5:30 PM EST

    Stocks rose today as Janet Yellen addressed Congress. The S&P 500 and Dow hit fresh all-time highs. Fed Chair Janet Yellen said this morning that the economy is improving as she laid the groundwork for a potential rate increase this year. The European Commission, the ECB and the IMF approved Greece’s four-month bailout …

  • Stocks Rise; Yellen Testimony, Greece in Focus Morningstar - Tue, Feb 24, 2015 12:00 PM EST

    Stocks rose this morning as Janet Yellen addressed Congress. Fed Chair Janet Yellen said this morning that the economy is improving as she laid the groundwork for a potential rate increase this year. The European Commission, the ECB and the IMF approved Greece’s four-month bailout extension today after the country submitted …

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