Morningstar, Inc. - October 27, 2025
2025’s Winners and Losers, From Gold to Small-Cap Stocks to the 60/40 Portfolio
Plus: The Best Consumer Defensive Stocks to Buy ...
 Morning DigestOctober 27, 2025 Ivanna Hampton Plus, how patient investors can find opportunities in the financial-services sector. 
ADVERTISEMENT  Editor's Picks  SanDisk and Fortrea stocks jump. Frank Lee  Fed expected to cut interest rates twice before the end of the year. Bella Albrecht  Stocks keep marching higher, but there are signs of strain under the surface. Sarah Hansen Investing Insights A low price and broad diversification make this ETF especially appealing. Zachary Evens With margin improvements in operations a key factor, here’s what we think of Amazon stock. Dan Romanoff With early optimism in iPhone 17 adoption but concerns about tariff impacts, here’s what we think of Apple stock. William Kerwin We see faster cloud growth and improved longer-term profitability for Alphabet. Malik Ahmed Khan These 12 undervalued consumer defensive stocks look attractive today. Tori Brovet Meta, Alphabet, and Amazon among companies to report earnings. Frank Lee More New Stock Analyst Reports Led by 11% and 10% sales growth for Hoka and Ugg, respectively, Deckers (DECK ) reported 9% sales growth in its fiscal 2026 second quarter. Sales growth outpaced our 7% estimate due to Ugg's performance. Gross margin rose 30 basis points to 56.2% despite higher tariffs, but operating margin slid 50 basis points to 22.8% on increased marketing. Deckers' fiscal 2026 guidance aligns with our forecast. New Fund Analyst Reports Fidelity Value Strategies’ (FSLSX) capable manager and differentiated approach earn Above Average People and Process Pillar ratings. The strategy benefits from the experience and skill of sole manager Matt Friedman. He started as an analyst at Fidelity in 2000 before running several energy and industrials sector funds. He ran this strategy from 2006 to 2010, then left it to lead midvalue fund Fidelity Value. In 2016, Friedman returned to Fidelity Value Strategies and runs it as a best-ideas version of Fidelity Value. This strategy’s idiosyncratic approach gives it an edge in a category where active managers generally struggle to outperform. The Tools You Need to Invest Like an Analyst Stay connected:
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