Delta Air Lines Inc

While the COVID-19 shock is severe in the near term, we think it will be temporary.

Checking in on stocks using Morningstar indexes.

Citigroup, Wells Fargo, and JPMorgan Chase are among the big banks set to report.

Our annual look at funds with a Buffett-like taste in stocks.

The data do not support a causal story.

The airliner looks poised to reignite margin expansion heading into 2019.

The Oracle of Omaha and his lieutenants initiated positions in JPMorgan Chase and Oracle, among others, last quarter.

Although we've raised our estimates, the carriers still look fairly valued.

Several funds take a dive into GE as industrials receive some attention this quarter along with General Motors.

Managers from Artisan, Dodge & Cox, and Fidelity picked up a consumer staples company, banks, and a Canadian railroad, among others last quarter.

The company added to several positions during the second quarter, and two of those stocks are in buying range today according to our ratings.

Premium Exclusive: These undervalued picks hail from industries associated with the "play" that comes with the season.

Managers from Dodge & Cox, Diamond Hill and Oakmark bought drug manufacturers, chipmakers, and Facebook, among others, last quarter.

These funds hold some of the same stocks as the Oracle of Omaha and tend to have similar investment philosophies.

Activity levels have picked up amidst rising valuations and interest rates in the new year.

Passive inflows continue to make for a difficult stock-picking environment.

Bellwether Delta's results are encouraging, and we think airline stocks could be poised for a strong second half in 2018 due to falling fuel prices.

A new line of research suggests that diversification across stocks in an industry can reduce competition, but that argument is weak.

Our fair value estimate is unchanged after a rough third quarter.

Conservatism remained the name of the game in the most recent period because, to our managers, valuations still look stretched.