U.S. and Canadian stocks are fairly valued overall, with energy offering the most opportunity and utilities the least.
The energy sector is the most attractive from a valuation perspective, particularly oil-services stocks.
The financial services sector is the most undervalued, with banks offering particularly attractive opportunities.
Energy, particularly midstream and refining, is the most attractive sector. Technology has also become compelling.
The stock sell-off as opened up some pockets of value, but as a whole the market doesn't look cheap.
Tech and healthcare look expensive.
Healthcare, breakfast, and gassing up the car are always necessary, even during downturns.
Morningstar's Dan Rohr says Compass Minerals, P&G, and Dominion Resources are good picks.
Official statistics might show steady GDP expansion, but we think growth is decelerating as household debt rises.
As this large generation forms households, lumber firms should see a boost in profits.
The economy will soon exhaust its sources of easy productivity gains.
The odds of escape aren't great...and may be getting worse.
We expect further pressure on China's economic outlook as sources of productivity gains continue to dry up.
Its economy will soon exhaust its sources of easy productivity gains.
With China's credit growth slowing, we continue to expect mined commodity prices in general, and particularly iron ore, to fall materially and for share prices to follow.
Bolstered by unsustainable, debt-fueled Chinese construction spending, much of the sector is overvalued.
The demographically driven slowdown in Chinese growth will have an impact on businesses across the globe.
With shares propped up by unsustainable Chinese demand, basic materials stocks are trading at a whopping 44% premium to our estimate of intrinsic value.
Changes to fertility, age composition, and urbanization will influence China’s economy in the decade to come.
Commodity price gains are likely to prove temporary as stimulus exacerbates China's underlying problems and sets the stage for lower long-term growth.
This year's credit-fueled increase in Chinese fixed-asset investment will prove unsustainable.
The company plans to increase uranium production substantially over the next several years.
The market overestimates the sustainability of recent commodity rallies, leaving the basic materials sector severely overvalued.
Here are 10 predictions for the next 10 years.
Considering the global importance of China's economy, the country's troubled growth prospects are likely to weigh heavily on the world for years to come.
Declining prices make commodity producers look cheap, but Morningstar analysts believe there is more downside.
Fundamental, technical, and behavioral factors are all at play in sending Chinese and global shares lower, says Morningstar’s Dan Rohr.
Despite significant share price declines in recent months, the materials sector is not a land of investment opportunity.
The two principal motives behind Beijing's decision to allow a freer-floating currency are an internationalized RMB and halting recent capital outflows, says Morningstar's Dan Rohr.
Why the country's market rout matters and why it doesn't.
Looser credit conditions or fiscal stimulus may temporarily boost China's demand for coal, copper, and iron ore, but the bounce would be fleeting.
Despite a difficult 2014, our long-term outlook for the narrow-moat firm is intact.
The faltering Chinese real estate market hit iron ore first. Copper is next.
Cameco is a winner in Japan's decision to restart its reactors.
The country's GDP uptick comforted many investors. It shouldn't have.
High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.
Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.
The faltering Chinese real estate market is weighing on globally fungible commodities like iron ore, while improving developed-country construction markets aid regionally priced commodities like cement.
Improved demand should underpin stronger potash and PRB coal markets in 2014.
Consumption-led industries will drive Chinese growth for the next decade, and health-care spending, in particular, should outpace China's overall economy, says Morningstar's Dan Rohr.
The investment-led economic model has run so long in China that transitioning to a consumption model could be very risky to the current system, says Morningstar's Dan Rohr.
But removing the lending rate floor doesn't address China's problems of overinvestment and capital misallocation.
Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.
While we agree that Carroll has been far from error-free in her time at the helm, we think her detractors seriously overestimate the capacity of a single individual to deliver favorable outcomes when presented with a decidedly unfortunate set of circumstances.
The prospect of Chinese fiscal stimulus has taken center stage for basic materials shares, but we doubt anything on the scale of the 2008-09 package is in the cards.
As Chinese steel production goes, so do companies like Cliffs Natural Resources.
The country has to boost household consumption to maintain heady GDP growth.
Export market access, BC's looming shortfall bode well for timberland owner.
Nalco's push into developing markets and M&A aspirations should allow it to achieve 6%-8% growth according to Global Marketing President Rich Bendure.
Uncertainty surrounding OECD recovery prospects and China's breakneck growth promises big stock volatility in the third quarter.