Morningstar Article

Is Calpine Developing a Moat?

andrew.bischof@morningstar.com (Andrew Bischof) — Wed, 22 May 2013 06:00:00 CST

Growing electricity demand in Texas, environmental legislation in California, federal emissions regulations, and increasing market uncertainty may help Calpine establish a moat.

Newer Investor Seeks Guidance on Asset Allocation

christine.benz@morningstar.com (Christine Benz) — Wed, 22 May 2013 06:00:00 CST

This investor is looking to better-position an inherited IRA for RMDs--and future growth.

Morningstar.com's 2013 Portfolio Makeover Week

jason.stipp@morningstar.com (Morningstar.com) — Wed, 22 May 2013 06:00:00 CST

May 20-24: Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.

If the Sun Continues to Shine on Japan, These Foreign Funds Are Ready

adam.zoll@morningstar.com (Adam Zoll) — Wed, 22 May 2013 06:00:00 CST

Investors looking for diversified foreign large-cap funds that have an overweighting in the country should consider these names.

Opening a Coverdell May Require Shopping Around

adam.zoll@morningstar.com (Adam Zoll) — Tue, 21 May 2013 06:00:00 CST

Vanguard and Fidelity are among fund shops that don't offer the accounts to those beginning to save for educational expenses.

Can Vanguard Keep the Faith While Expanding Even Further?

bridget.hughes@morningstar.com (Bridget B. Hughes, CFA) — Tue, 21 May 2013 06:00:00 CST

The biggest U.S. fund firm still stands out.

10 High-Conviction Purchases by Our Ultimate Stock Pickers

greggory.warren@morningstar.com (The Morningstar Ultimate Stock-Pickers Team) — Tue, 21 May 2013 06:00:00 CST

Increased investor inflows and portfolio reshuffling (driven in part by a fairly valued market), has added breadth to the high-conviction and new-money purchases we've seen so far from our top managers.

Sandwich Generation Couple Plots Transition to Retirement

christine.benz@morningstar.com (Christine Benz) — Tue, 21 May 2013 06:00:00 CST

Retirement beckons, and this couple has some decisions to make.

Intel, TSMC, and Samsung Are Driving Semiconductor Capital Spending in 2013

andy.ng@morningstar.com (Andy Ng) — Mon, 20 May 2013 06:00:00 CST

We think most chip equipment stocks are fairly valued, but we like a couple of names that have moats: Applied Materials and ATMI.

The Multitaskers: Saving for Retirement With an Eye on College

christine.benz@morningstar.com (Christine Benz) — Mon, 20 May 2013 06:00:00 CST

With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.