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Morningstar provides a constant source for investment ideas with our comprehensive analyst reports on equities, ETFs, and credit ratings from more than 100 analysts. U.S. Interactive Brokers clients can sign up for a free trial of these reports in Account Management.

Morningstar

September 23, 2020

Is Tesla’s Stock Price Crazy or Merely Aggressive?

In case you hadn’t noticed (unlikely), Tesla’s (TSLA) stock has levitated. Over the past 12 months, it has gained a cool 808%. If Tesla’s stock continues to increase at that rate, the company will become worth more than all other publicly traded businesses in the world, combined, by autumn 2022.

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Morningstar

September 2, 2020

The Four Levels of Income

By John Rekenthaler’s count, there are four primary varieties of “income”. They are growth, presevation, erosion, and exit.

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Morningstar

July 24, 2020

Microsoft’s Forward-Looking Metrics Positive; Raise FVE

While SMB generally remains weak, Azure remains strong, and gaming revenues surged as the global lockdowns continued throughout the quarter. Importantly, commercial bookings and RPO, two forward looking metrics, both grew in excess of revenues for the quarter.

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Morningstar

June 26, 2020

Don’t Blame Retail Investors for Stocks’ Volatility

A longtime adage among fund providers is that retail investors are more desirable than institutions, as not only will retail investors pay higher fees, but they also provide relatively “sticky” assets that will stay with funds through long periods of mediocre performance. Once again, everyday shareholders are heterogeneous.

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Morningstar

June 19, 2020

Private Equity in 401(k) Plans: More Smoke Than Fire

To my surprise, private equity fund executives convinced the Department of Labor to issue a letter, dated June 3, 2020, approving the use of private equity investments within 401(k) plans. If the private equity funds are selected judiciously and used appropriately, wrote the Department, plan sponsors will not “violate the fiduciary’s duties under section 403 and 404 of ERISA.”

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Morningstar

May 29, 2020

Should You Let Your Stocks Ride?

Naively, one would expect a portfolio that invests equally in each asset to make 4% annualized. That is indeed what would occur if the investments were riskless; if the assets were rebalanced at the end of each year; and if the portfolio carried no expenses.

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Morningstar

May 15, 2020

Active Management’s Dilemma

How to do something different, without doing something bad? The first thing most novice investors learn is that they are best off buying index funds. That’s a fair starting point.

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Morningstar

April 3, 2020

Five (Easy) Steps to Setting Up a 401(k)

Have you been meaning to enroll in your company’s 401(k) but keep putting it off? You’re not alone. Many people need a friendly nudge to start saving or increase their savings rate.

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Morningstar

March 27, 2020

Congress to Help Retirees Cope With Market Downturn

Stimulus bill includes provision that suspends required minimum distributions for retirement accounts.Congress will soon pass a major relief bill to help workers, retirees, and businesses cope with the coronavirus-caused economic slowdown.

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Morningstar

March 13, 2020

What’s Down With Treasury Yields?

To my surprise, the Treasury bond’s hypothetical result doesn’t trail that of every single mutual fund that has posted a 30-year return. Two gold-related funds, two Japanese equity specialists, and one perpetually misguided bear have fared worse.

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