By Morningstar.com | 02-04-10 | 10:12 AM | Email Article

QFinance | Anthony Harrington | 01-27-2010
Cadbury�The chairman's dilemma
Morningstar.com offers coverage of 950 stocks, 1,150 mutual funds, and 300 ETFs, plus market news, economic analysis, portfolio-planning insights, and investment commentary.
Cadbury chairman Roger Carr did pretty well from the shareholder's point of view in the Kraft takeover.

QFinance | Anthony Harrington | 01-27-2010
A blow for free speech, or the end of free speech?
Under a new U.S. Supreme Court decision, the deep pockets of the S&P 500 will directly bear on the nation's political process.

Sidoxia Capital Management | Wade Slome | 01-27-2010
Metrics Mix-Up: Stocks and Real Estate Valuation
The lingo used for analyzing separate asset classes may be unique, but the math and fundamental examination are the same.

Tom Brakke | Tom Brakke | 01-27-2010
Stuck in One Dimension
Inching away from a winner instead of blindly following the light of success is prudent risk management.

Bill George | Bill George | 01-26-2010
Whitacre In For The Long Haul
A long-term commitment from General Motors CEO Ed Whitacre spells long-term success for the company.

Dreyfus | Christine Todd, Senior Portfolio Manager | 01-26-2010
Muni Market Staying Positive
There is clear evidence of improvement in the tone of the municipal market, as reflected in surging investor demand and confidence.

Investor Solutions, Inc. | John Pitlosh, CFP, MST | 01-26-2010
2010--The Estate Tax Oddity
Trying to harness the potential benefits created by the current estate tax vacuum is a gamble.

Investor Solutions, Inc. | Richard Feldman, CFP, MBA, AIF | 01-26-2010
Tax Policy--What Will It Look Like in the Future?
Investors should examine how potential tax increases will affect their assets.

Osterweis Funds | Carl Kaufman and Simon Lee | 01-26-2010
Looking Ahead at Fixed Income
Where will the funds that may flow to equities come from?

QFinance | Anthony Harrington | 01-26-2010
Banking futures: Smaller and safer? Maybe, maybe not�
One official suggests regulatory pressures will cause the banking sector to recede

QFinance | Anthony Harrington | 01-26-2010
German economy--Cautious optimism but job losses to 2011
In its December 2009 report, the Bundesbank poses several troubling scenarios for the recovering German economy.

Smead Capital Management | William Smead | 01-26-2010
Hall of Fame Companies: Making the Liquid Illiquid
Why do money managers, financial advisors and financial institutions rarely hold onto good quality common stocks?

Weitz Funds | Wallace R. Weitz and Bradley P. Hinton | 01-26-2010
A Full Recovery Is Not in Doubt
Weitz Funds predicts a steady recovery without relapse in its fourth-quarter shareholders report.

Advisors Capital Management | Dr. Charles Lieberman, Chief Investment Officer | 01-25-2010
Keep Focus on the Recovery
Economic trends appear promising, though last week's political developments suggest it could yet unravel.

du Pasquier Asset Management | Scotty C. George, Senior Managing Director | 01-25-2010
Looking for an Overhaul
All good investing is relevant, respectful, and based upon methodology.

Lord Abbett | Milton Ezrati, Partner and Senior Economist and Market Strategist | 01-25-2010
Invigorated Inventories: Catalyst for Growth?
As more companies stock their shelves again, job creation could be in sight.

TCW | Bryan Whalen | 01-25-2010
Finding Value After the 2009 Rally
The nonagency RMBS market looks attractive in the future.

Baseline Scenario | James Kwak | 01-22-2010
Obama's First Year
Perspectives provided by: The Baseline ScenarioObama's First Year Stimulus package, health care bill basically what we voted for, like it or not.

Cambiar investors | Cambiar | 01-22-2010
Cambiar Should Benefit in 2010
Cambiar's large- and small-cap margin of outperformance was particularly strong in 2009, reported in it's fourth-quarter commentary.

Deutsche Bank | Joseph LaVorgna, Carl Riccadonna, Mustafa Chowdhury, and Marcus Huie | 01-22-2010
Household Balance Sheets Are Getting Healthier
Consumers are gaining strength, but still not enough to head the economic recovery.

Dreyfus | Richard Hoey, Dreyfus Chief Economist | 01-22-2010
The Lesson of 2009: 'Policy Is Powerful'
Our outlook continues to be for a sustained global and U.S. economic expansion at an above-trend pace.

Lord Abbett | Jim Farley and Mike Weldon | 01-22-2010
Recharacterization--The Roth Conversion's 'Free Look'
If investments aren't up to par, this can be a chance to undo a tax assessment.

Osterweis Funds | Carl Kaufman and Simon Lee | 01-22-2010
The Illusion of Economic Strength
The rally in the financial markets seems to have been driven by excess liquidity and a weak dollar, rather than by improving economic fundamentals.

Sidoxia Capital Management | Wade W. Slome | 01-22-2010
Banking Surgery or Amputation?
When it comes to Obama's bank plan, regulation would be much preferred.

Amateur Asset Allocator | Kyle Bumpus | 01-21-2010
How To Get the Most Out of Your 401k
Though it's not quite the slam-dunk many people assume it is, it's still worth investing in your 401k.

ICAP | ICAP | 01-21-2010
The Economic Recovery Is Gaining Strength
Global rebound may favorably surprise investors this year, but U.S. growth could slow while developing markets remain strong.

ICAP | ICAP | 01-21-2010
Stock Market Is More Fairly Valued
Earnings recovery is key to continued market gains.

ICAP | ICAP | 01-21-2010
Adjusting Strategies to Beat the Market
ICAP looks to maintain the "strong will get stronger" theme and continue to focus on stock-specific catalysts.

Investor Solutions, Inc. | Robert Gordon, MBA, CFP, AIFA | 01-21-2010
Why Give to Charity?
Comprehensive financial planning helps maximize donations.

Tom Brakke | Tom Brakke | 01-21-2010
Unbiased Industriousness
What is expected of investment analysts?

Amateur Asset Allocator | Kyle Bumpus | 01-20-2010
Should You Still Invest In Your 401k?
Though many 401k plans are full of expensive, poorly-performing mutual funds, they still have plenty of benefits.

E*TRADE/Kobren Insight Management | Chris Keith | 01-20-2010
Fixed-Income Market Commentary: Looking Back, It Doesn't Get Much Better Than This
2009 was a banner year for the credit markets, while 2010 will also be good, but with moderate returns.

E*TRADE/Kobren Insight Management | Rusty Vanneman, CFA | 01-20-2010
Potential Surprises for 2010
Some good things in the next year are on few investors' radars now.

Invesco Aim Investments | Richard Berry, CFA, and Franklin Ruben | 01-20-2010
Staying Bullish on Munis in 2010
For municipal bonds that have defaulted, their recovery prospects have been favorable.

QFinance | Anthony Harrington | 01-20-2010
Google in China: A thorny lesson unfolds
When doing business becomes politicized, a number of interesting issues arise.

Sidoxia Capital Management | Wade Slome | 01-20-2010
John Paulson and the 'Gutsiest' Trade Ever
A review of Wall Street Journal reporter Gregory Zuckerman's book about one man who did enormously well during the crisis.

T. Rowe Price | TRowePrice | 01-20-2010
What Lies Ahead for Investors in 2010?
T. Rowe Price investment leaders offer insights gleaned from a variety of perspectives.

T. Rowe Price | Jeff W. Arricale | 01-20-2010
What's Next for Financial Services Companies?
With the right outlook, the financial sector could get back to full speed in a few years

T. Rowe Price | TRowePrice | 01-20-2010
International Stocks May Be Poised for Gains
While the global economy recovers, there are still areas of investment opportunity.

The Pragmatic Capitalist | 01-20-2010
A Measure of the Economy
You can't gauge a country's economic success by consumption alone.

University of Pennsylvania (Wharton) | Knowledge@Wharton | 01-20-2010
Flexing Its Muscle: Why Manufacturing Is Bouncing Back
Amid gains, the manufacturing sector must find its place in the recovery.

University of Pennsylvania (Wharton) | Knowledge@Wharton | 01-20-2010
Higher Profits for the Major Record Labels?
New Research Suggests the Music Industry Could Do Better with Cheaper Digital Pricing

University of Pennsylvania (Wharton) | Knowledge@Wharton | 01-20-2010
Seeing Red: What Are the Costs of China's Currency Policy?
Unwinding the longstanding weak-yuan policy may be difficult but necessary.

University of Pennsylvania (Wharton) | Knowledge@Wharton | 01-20-2010
Adobe's Development History: Style and Substance
Co-founder John Warnock on the competitive advantages of aesthetics and the 'right' technology.

University of Pennsylvania (Wharton) | Knowledge@Wharton | 01-20-2010
Global Real Estate: Ready for a Rebound?
At a Knowledge@Wharton global real estate forum, a number of experts chime in on the market in developed and emerging nations.

Advisors Capital Management | Dr. Charles Lieberman, Chief Investment Officer | 01-19-2010
Policy Incompetence
Obama's recent crackdown on commercial banking activities might not have the desired effect.

Amateur Asset Allocator | Kyle Bumpus | 01-19-2010
Why Index Funds Beat Actively Managed Funds
Though they can offer greater returns, in the long haul actively managed funds rarely beat index funds.

Amateur Asset Allocator | Mike Piper | 01-19-2010
Evaluating Mutual Fund Performance
To gauge appropriate mutual fund returns, there are a couple of main points to keep in mind.

Aquila Group of Funds | Aquila Funds | 01-19-2010
Aquila Manager Commentary--Three Peaks High-Income Fund
The high-yield market posted records in 2009, but concerns about the state of the consumer persist.

Barel Karsan | Saj Karsan | 01-19-2010
Shipping Industry: Baby in the Sea Water
A starting point to figure out which shipping companies are worthy investments.

Bespoke Investment Group LLC | Bespoke | 01-19-2010
PKX: Another Buffett Bluff?
Are the Oracle of Omaha's words followed-up by the man himself?

Bespoke Investment Group LLC | Bespoke | 01-19-2010
Country "PEG" Ratios
These tools reveal a different growth perspective.

Bespoke Investment Group LLC | Bespoke | 01-19-2010
Strategists Get Stock Happy
Stock allocation has spiked recently.

Leuthold | Steve Leuthold | 01-19-2010
The Market: Evaluating 2009 and Predicting 2010
Leuthold Weeden Capital Management's Steve Leuthold reviews his annual New Year's predictions in his January newsletter.

Lord Abbett | Milton Ezrati, Partner and Senior Economist and Market Strategist | 01-19-2010
Operating Leverage: 2010 Earnings Engine
Investors can still anticipate healthy earnings expansion despite slower growth.

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