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Michael Michaud is the founder of Invest2Success.com (http://www.invest2success.com/) and the Invest2Success Blog (http://invest2success.blogspot.com/). He has been investing and trading in the financial markets since 1989. He founded Invest2Success.com to empower individual institutional... More
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  • Outlook For The Market And Stock Sectors 0 comments
    Sep 28, 2012 6:49 PM

    Morningstar Investment Research

    Morningstar Free Trial

    September 28, 2012 - Outlook for the Market and Stock Sectors - by Morningstar Investment Research

    August was a particularly quiet month this year, but investors shouldn't get too comfortable, noted Morningstar's Heather Brilliant in her quarterly outlook for the stock market. Market volatility may well resume this fall. Now that the world is returning from vacation and paying attention, the ECB will need to successfully implement its plan for saving the euro, which could prove a lot harder than its initial pledge implies.

    Meanwhile, following the third quarter's gains, valuations of higher-quality, lower-risk companies here at home now exceed those of higher-risk businesses across t he board. An environment like this can lend itself well to focusing on stock-specific investments, rather than following along with the overall market or macroeconomic picture. Investors can get Morningstar's detailed takes on each stock sector--as well as pockets of opportunity--in the reports that follow.

    Our Outlook for the Stock Market
    Our Outlook for the Economy
    Our Outlook for the Credit Markets
    Our Take on the Third Quarter
    2 Key Events on the Horizon for Health-Care Stocks
    Consumer Staples Stocks for Your Radar

    Among the other topics we addressed this week:

    Looking Ahead: Your Fourth-Quarter Financial To-Do List A strong run for equities and expiring tax rates should light a fire under many investors.

    Should Coverdell Account Owners Run for Cover? The education savings vehicle's use for precollege expenses is set to expire at the end of this year.

    At Long Last, Sustained Signs of a Housing Rebound An ETF for those investors bold enough to take a flier on the exuberant homebuilding sector.

    Gearing Up for CEF Leverage Continuing our educational series, we look at how leverage can boost CEF returns, as well as some of the risks involved.

    Fidelity Closes 3 Funds, Opens 5 More Plus, changes at ING and Janus, and more.

    Skippers Struggling to Add Value Despite experienced investment pros and support, these funds haven't delivered.

    High-Yield Muni Funds That Dive Into Unrated Waters In their quest for higher yields, these funds add risk by investing at least a quarter of their portfolios in unrated bonds.

    The Hedgehog's Error Some simple but powerful investing models suggest owning European stocks.

    Janus Worldwide to Merge Into Janus Global Research This former titan of the global tech bubble is disappearing.

    A Low-Call Muni Fund With the Fed pledging low interest rates for the foreseeable future, investors should watch out for their muni fund's call exposure.

    The Proof Is in the Pudding Why the ingredients of good Parents make for better investments.

    Should Coverdell Account Owners Run for Cover? The education savings vehicle's use for precollege expenses is set to expire at the end of this year.

    Research Funds Aren't All They're Cracked Up to Be They make a lot of sense for fund companies and fund researchers, but for investors?

    Seeking to Be the Lowest-Cost Provider, Schwab Cuts Fees on All 15 of Its ETFs AdvisorShares brings to market a 'buy-write' ETF, WisdomTree unveils a China dividend fund, and Van Eck moves deeper into self-indexing. Plus, the week's best- and worst- performing ETFs.

    'Buy 'Em All First, Let Research Sort It Out Later' Technical factors may dominate in the credit markets for now, but fundamentals overrule in the long run.

    Who's Getting Conservative in Advance of the Fiscal Cliff? Morningstar readers report getting defensive on stocks, while others argue the real risks are in bonds.

    3 Overvalued Quality Stocks Moats are great in this environment, but don't forget about valuation before jumping in.

    Recent Housing Data Must Have Bernanke Saying He Told Us So Housing starts had their second-best showing of the recovery, which bodes well for the months ahead, says Morningstar's Bob Johnson.

    Best Stock Picks Across All Sectors Good old-fashioned stock-picking is the name of the game this week in the search for opportunities to buy bullish exposure.

    Click Here for a Free Trial of Morningstar Investment Research

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