Page 12 - Value Uncertainty News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough.

Energy stocks have caught up after a tough 2020 - source: Morningstar Although prospects for global herd immunity have receded, given the spread of coronavirus variants and uneven vaccinations, we continue to expect global crude consumption to return to 2019 levels within two years. Developed markets can still achieve herd immunity if they reach critical mass vaccination before variants become widespread. And elsewhere, life can still mostly return to normal as long as vaccines continue to lower the risk of severe disease (even if they can't completely stop the spread).  Even with the rally...

U.S. materials index versus U.S. equity index - source: Morningstar Trailing one year, the materials sector has massively outperformed by more than 2,380 basis points compared with 185 basis points of underperformance a quarter ago. As a result of the rally from the depths of the pandemic, just two U.S. basic materials stocks we cover now trade in 4-star territory, and no stocks trade at 5 stars. Less than 10% of materials stocks trade at attractive discounts - source: Morningstar Industrial gas firms’ sales held up well in 2020 despite COVID-19. Their resilient on-site businesses benefit f...

Despite pockets of uncertainty, communications stocks power ahead - source: Morningstar While Internet giants Alphabet (GOOG) and Facebook (FB) dominated the sector’s performance in 2020, this year has been all about the smaller guys. Midtier media companies Discovery (DISCA), ViacomCBS (VIAC), and AMC Networks (AMCX) have jumped over the past couple of months, even after a decline following an equity issuance at ViacomCBS, as investors have apparently warmed to their direct-to-consumer content potential. While we like the DTC plans each of these firms has put in place, the market is evolvi...

Most investors wouldn’t expect gains from their defensive, income-oriented holdings as interest rates shoot up. But that’s exactly what utilities have offered investors. Even though utilities have trailed the market, the sector is up 7.6% since last August even as 10-year U.S. Treasury rates have tripled. Utilities have been worst-performing sector since the market bottom - source: Morningstar We think there are two reasons utilities might be able to hold onto these positive returns even if interest rates continue to climb. First, utilities’ dividend yields continue to offer historicall...