Morningstar

Analyst Notes:

• Dollar Tree 1Q Results: Market Share Gains and Margin Expansion Again, Placing Shares Under Review May 18, 2012
• Putting Genworth Financial Under Review May 18, 2012
• Strong Comps For Foot Locker, Raising Fair Value as Apparel and Women's Improves for Long Term May 18, 2012
• Protecting a Wide Moat Through Technology: Takeaways From McDonald's Innovation Center Tour May 18, 2012
• Brown Shoe's First-Quarter Results Bolstered by Improvements at Famous Footwear May 18, 2012
• El Paso Drops Down Last Assets Before Next Week's Merger Close May 18, 2012
• ArcelorMittal Sells Certain North American Steel Distribution Assets to Nucor May 18, 2012
• National Grid's Full-Year Results Support Continued Growth May 18, 2012
• Applied Materials Reports 2Q Results May 18, 2012
• Aruba Delivers In-Line 3Q in Uncertain Environment May 18, 2012

Videos

• Facebook a Future Advertising Force May 18, 2012
  Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
• First Day Pop Doesn't Spell Long-Term Success for IPOs May 18, 2012
  Recent tech IPOs have had great first days, but performance has lagged since then, says Morningstar's James Krapfel.
• Who's Checking Out? May 17, 2012
  Some high-profile exits in international and corporate news are worth checking into, says Morningstar markets editor Jeremy Glaser.
• U.S. Economy Holds Its Own May 16, 2012
  Data this week--including tamer overall inflation and stable year-over-year retail sales growth--show the U.S. economy is still progressing despite overseas woes.
• Do Fund Flows Show a Bond Bubble? May 15, 2012
  The $700 billion that has flowed into taxable-bond funds in the last five years is larger than flows into U.S. equity funds in the late '90s, but investors today seem to be reacting to fear and not chasing performance.
• Dodge & Cox Finds Interesting Opportunities in Financials May 15, 2012
  Better credit metrics, low valuations, improved capital and liquidity, and consolidation in the industry should yield better profitability for banks, says Dodge & Cox manager Charles Pohl.
• Bond 'Liquidity Storms' in the Forecast May 15, 2012
  Money has been quickly pouring in to and out of risk assets in the bond markets recently, making for a volatile ride.
• When Less Risk Equals More Reward May 15, 2012
  Recent research suggests that lower-volatility stocks and funds tend to perform better over the course of many years.
• Can Gold Miners Catch Up to Gold? May 10, 2012
  Morningstar's Joung Park explores why gold miners have lagged gold prices in recent years and what needs to happen for that trend to reverse.
• Airlines Gaining Pricing Power May 10, 2012
  Capacity cuts and industry consolidation have given airlines the power to raise prices in the face of higher fuel costs, says Basili Alukos.