Morningstar, Inc. - June 30, 2026
3 Stocks to Buy and 3 Stocks to Sell for July
Plus: 5 Things You Need to Know About RMDs This Year; The Question...
Morning DigestDavid Sekera, Susan Dziubinski Plus, our take on Micron’s blockbuster earnings. Editor's Picks From bigger withdrawal amounts to smart tax and portfolio moves, these RMD developments are worth a closer look. Christine Benz A timeless query for uncertain times and other insights from Morningstar’s recent investment conference. Dan Culloton Fidelity’s Contrafund manager explains why he still values meeting management but also digs into companies’ public filings. Christine Benz Investing Insights Looking for mutual funds and ETFs outside of the biggest fund families? These Morningstar Gold-rated funds are excellent choices for fixed-income investors. Susan Dziubinski Merck and Welltower are among the stocks now rated as expensive. Bella Albrecht Broadcom and Sanofi are now seen as significantly undervalued. Bella Albrecht Oracle and Palantir are among the stocks that fell into undervalued territory. Bella Albrecht Our suspicion that EchoStar drove up prices despite shuttering its wireless network was confirmed, which limits the insight these auction results provide. Michael Hodel New Stock Analyst Reports Jefferies Financial Group's JEF second-quarter results included 35% revenue growth and 160% earnings per share growth year over year. Our overall view of results is neutral: Top-line growth remained healthy, with 57% investment banking growth and 35% overall revenue growth massively outpacing our respective 34% and 17% estimates, but it has been disappointing not to see more margin improvement against a robust investment banking backdrop. New Fund Analyst Reports In an era when many large-cap funds chase tech titans, Fidelity Growth & Income (FGRIX) often chooses paths less followed. And despite occasional detours, the mutual fund’s cheapest share classes have reached rewarding destinations. The strategy includes Fidelity Advisor Growth & Income. The Tools You Need to Invest Like an Analyst |
Unsubscribe from this newsletter. Or update your email preferences.
© 2026 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602





