Stocks were mixed on Tuesday morning, with gains in the Technology and Consumer Discretionary sectors and losses in Financials and Industrials. Johnson & Johnson shares fell nearly 3% after the FDA and the CDC recommended a halt in the use of the company's coronavirus vaccine on reports of a rare blood clot disorder in six U.S. recipients. Approximately 7 million people in the U.S. have already received the one-shot J&J vaccine. On the economic front, the Labor Department reported a strong increase in consumer prices in March. The CPI rose 0.6% last month, up from 0.4% in February and above the Reuters consensus forecast of 0.5% growth. The Dow fell 0.3%, the S&P rose 0.1%, and the Nasdaq rose 0.7%. Crude oil traded near $60 per barrel, while gold rose $11 to $1744 per ounce.

This pick list highlights constituents of the Morningstar US Large Cap Index that we believe offer investors the best risk-adjusted return prospects. Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.

This pick list highlights constituents of the Morningstar US Large Cap Index that we believe offer investors the best risk-adjusted return prospects. Stocks of large-cap companies where neither growth nor value characteristics predominate. Stocks in the top 70% of the capitalization of the U.S. equity market are defined as large cap.

Insider sentiment continues to suggest a reasonable degree of caution. As we have said for several weeks now, this caution does not mean that a major correction is bound to occur. But it does suggest that there are few near-term catalysts that insiders see as likely to drive stock prices (around all-time highs already) quickly higher.