AT&T Shares Deserve a Return Call
AT&T is significantly undervalued, and even after an expected dividend cut, will offer an attractive yield.
David Sekera
Dave Sekera, CFA, is chief U.S. market strategist for Morningstar. Follow David on Twitter: @MstarMarkets. Please note, Dave does not use either WhatsApp or Telegram. Anyone claiming to be Dave on these apps is an impersonator. He will not contact anyone on these apps and will not provide any content or advice on either app.
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The Stock Market Faces Strong Headwinds in 2022
We see opportunity in smaller companies and value stocks today.
Where to Invest in Bonds for 2022
Corporate bonds should continue to outperform amid strong economic growth and rising interest rates.
An Investor's Guide to 2021 Holiday Sales
The market has already baked many retailers’ holiday sales potential into pricing, but there are still opportunities.
What Will Drive Holiday Sales in 2021?
A confluence of factors will bolster consumers' holiday spending this year.
Facebook Is Under Fire, but It's Also Undervalued
With a new name--Meta Platforms--the company still faces controversy, but it's also the most attractive social-media play in our coverage.
6 Inflation-Tough Stocks
We think these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.
What to Watch for in This Week's Earnings Reports
Keep an eye on what companies are saying about inflation and supply disruptions.
Energy Stocks Surged, Yet Still Undervalued
Supply and demand imbalances have pushed oil and natural gas prices higher. Although energy stock prices have jumped, we still see value for long-term investors.
Morningstar's Outlook for the Fourth Quarter
And a recap of the past quarter.
Market Outlook: Investors Revive Pandemic Playbook
Best opportunities remain in value and small caps.
9 Undervalued Chinese Stocks That Have Been Oversold
For those willing to take on extra risk, the Chinese equity market’s recent correction provides investors with undervalued opportunities.
What's Undervalued Today?
We take a look, sector by sector.
Should I Buy Tesla Stock Now?
We take a fresh look at Tesla with updated projections for electric vehicle adoption and higher profitability.
U.S. Equity Market Valuation Update: Stick With Value
Value stocks struggled in July, but we continue to see this category as the best opportunity for long-term investors.
What the American Jobs Plan Means for Stocks
The path to passing the plan may have changed, but its expected impact on the market has not.
What Investors Can Expect in 2021's Second Half
The market is currently trading at a 4% premium, but certain sectors are still undervalued.
3 Dividend Stocks for 2021
It pays to be choosy when it comes to dividend paying stocks.
Market Outlook: Stocks Look Fairly Valued
It's a good time to trade up to wide-moat companies.
How to Invest in Disruptive Technology Stocks
This type of investing is not for the faint of heart, but we still see value in several of these companies.
Are Disruptive Technologies the Next Dot-com Bubble?
Should I be investing in disruptive technologies today?
The Winners of the New Definition of Infrastructure
Depending on which broader infrastructure projects take shape, numerous companies could see increased demand.
5 Industries That Stand to Gain From Biden's Jobs Plan
But while increased infrastructure spending will create opportunity, the market has already priced in most of these companies' potential.
Which Stocks Benefit From Biden's Infrastructure Plan?
The proposed plan could be passed this summer, but related stock valuations remain uncertain.
Quarterly Market Outlook: North American Stocks Only a Little Overvalued
The broad equity market is trading at a 3% premium to our fair value estimates.
Are SPACs Right for You?
How to approach this trending type of investment.
Looking Past the Pandemic: Stocks That Will Benefit From Economic Recovery
A few undervalued stocks remain, but many have already surged past fair value.
What Are SPACs and Should I Care?
What to know about this roundabout route to taking a company public.
To Invest or Not to Invest in SPACs
Are these structures an attractive opportunity or too risky for individual investors?
Should I Buy Apple Stock Now?
What you have to believe to justify the high valuation that the market is placing on Apple's stock.
What You Need to Know About Short-Selling and the Stock Market
We examine the potential market implications of events like the GameStop stock saga.
The Future of the Economy
Which pandemic-related trends have already passed, and which ones might be around the corner?
Crowd-Sourcing a Short Squeeze
How individual investors are changing the dynamics of a well-known strategy from the institutional investor playbook.
What an Economic Rebound Could Mean for Corporate Bonds
Risks and rewards in the 2021 corporate-bond market.
Quarterly Market Outlook: Opportunities in Value and Energy Stocks
The broad equity market is trading at a 6% premium to our fair value estimates.
How Will Spending Habits Change in 2021?
What's poised for a comeback when consumer behavior normalizes?
'Tis the Season for Increased Consumer Spending
With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
Finally Time for Value Stocks to Shine?
As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.
What Could We Expect From a Biden Presidency?
The Democrat's platform proposes major new spending programs, including healthcare, clean/renewable energy, infrastructure, and education, among others.
Don’t Make Rash Decisions Due to Election Uncertainty
Regardless of who wins, long-term investors should remain focused on the economic recovery.
Coronavirus Surges, Stocks Sink
A surge in new coronavirus cases has sent stocks on a downward spiral.
How the Upcoming Election Will Shape Regulation
A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration.
3 Big Policy Areas That Election Outcomes Would Sway
We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.
3 Factors Informing Our Economic Outlook
As part of our evaluation of the trends that will shape these areas of the economy, we took these factors into account.
Will a Turbulent Election Derail Economic Recovery?
As Election Day nears and the coronavirus vaccine trials continue, headlines may lead to volatility, but we expect economic rebound to keep on.
Stock Market Outlook: Finding Opportunity Beyond Mega-Caps
Although the market's largest names are pricey, we see several pockets of value.
Where to Find Bargains Today? Look to Small- and Mid-Caps, Value Stocks
Several mega-cap stocks significantly overvalued.
Pullback Brings Stocks Closer to Fair Value
Market sells off as overvalued technology stocks retreat, whereas energy still looks cheap.
Corporate Bonds Stand Out in Second Quarter
As the fears that drove credit spreads to their widest levels in 20 years failed to materialize, corporate credit spreads tightened meaningfully throughout the second quarter.
More People Going Out Has Employment Going Up
Restaurants and bars account for most of the surprising increase in jobs; our thesis holds that the long-term trend in GDP will not be significantly altered by the coronavirus.