Skip to Content
Investing Specialists

Stocks to Sell, 2 Dividend Picks, and How Many Funds You Need

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 7.

Mentioned: , , , , , ,

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research.

$7 per share
That's the dividend payout we expect from  Las Vegas Sands (LVS) by 2028. Sands and  Wyndham Hotels (WH) are two of our favorite ideas for dividend seekers among travel and leisure stocks.

11
That's how many low and medium uncertainty stocks are trading at least 50% above our fair value estimates. Time to sell!

100%
That's the percentage of our Ultimate Stock-Pickers' top-10 holdings that are wide- or narrow-moat stocks. We review the top buys and sells of these outstanding money managers.

$200 per share
That's our fair value estimate of  Apple (AAPL). We share key takeaways from the company's annual Worldwide Developers Conference.

2035
That's the year that Social Security is projected to run out of money. Christine Benz talks with Baird's Tim Steffen about possible solutions that are being talked about to ensure solvency.

$2 billion to $12 billion
The average mid-cap company falls in this market-cap range. Russ Kinnel reveals his three favorite funds focused on this part of the market.

6
That's the total number of asset classes that Morningstar's manager selection group requires its retirement-plan clients to hold. Josh Charlson takes a look at the question of how many funds are needed to effectively cover that asset-class waterfront.

7.3%
That was the year-to-date median return for funds in the high-yield bond Morningstar Category though the end of May. We take a look at what's been driving the rally.

$7.25 per share
That's our new fair value estimate on  Diamond Offshore Drilling (DO) after we re-evaluated the offshore drillers that we follow after revising our offshore rig forecasts.

70.5 years old
That's the age at which investors can make qualified charitable distributions--which have become even more appealing for many after the recent tax-law changes. Christine Benz talks about how to maximize the strategy.

$900 billion per year
That's how many assets the U.S. Social Security Administration converts into income for retirees each year. Should the agency get into the business of turning 401(k) assets into retirement income streams? John Rekenthaler shares his thoughts.

24
That's how many liquid alternative funds would have improved our test portfolio's risk-adjusted returns by more than 10% since 2012. Jason Kephart reveals his latest research on whether these funds are worth investor attention.

20%
We expect  Guidewire's (GWRE) earnings growth to compound at this rate for more than a decade. We like the undervalued stock.

8
That's how many winners there were at this year's Scripps National Spelling Bee. Ben Johnson compares the Super Bowl of spelling to the concept of alpha.

$56,000
That's the total 401(k) contribution limit. Total contributions consist of the employee's own pretax or Roth contributions (to which the $19,000 limit apples), employer contributions (matching funds and the like), and aftertax contributions. Christine Benz examines how super-savers can make the most of the mega-backdoor Roth.

30
That's how many stocks that rookie Artisan Thematic (APDTX) holds in its portfolio. We take a deep dive into this promising fund that's on our radar.

18.3% 
That's how much of the revenue of the companies in  Vanguard International Growth's (VWIGX) portfolio comes from the United States, even though just 10.9% of the fund's holdings are U.S.-based. We take a look at where the companies in 10 of the largest foreign-stock funds generate their revenue.

Access all recent articles and videos in our archive.

Most Popular Articles
11 Stocks to Sell
Ultimate Stock-Pickers' Top 10 Buys and Sells
Heavy Savers, Meet the Mega-Backdoor Roth
32 More Defensive Bargains
How Many Fund Holdings Is too Many?

Most Popular Videos
3 Top Mid-Cap Funds
3 Top Large-Cap Funds
Why Fund Managers Are Adding ESG to Their Processes
Top Dividend Opportunities in Travel and Leisure Stocks
How to Fix Social Security

Most Requested Stock Quotes
Apple
Amazon.com
AT&T
Microsoft
3M

Most Requested Fund Quotes
Vanguard 500 Index
T. Rowe Price Blue Chip Growth
Fidelity Contrafund
Fidelity 500 Index
Vanguard Total Stock Market Index

Most Requested ETF Quotes
SPDR S&P 500 ETF
Vanguard Total Stock Market ETF
Vanguard S&P 500 ETF
Invesco QQQ Trust
Vanguard Dividend Appreciation ETF

Morningstar.com does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.