Morningstar, Inc. - December 9, 2025
5 Stocks to Buy to Upgrade Your Portfolio for 2026
Plus: 2 Companies Poised to Capitalize on the Rise of GLP-1 Drugs,...
 Morning DigestDavid Sekera, Susan Dziubinski Plus, whether stocks look overvalued as the year winds down. 
ADVERTISEMENT  Editor's Picks  iShares Bitcoin Trust ETF gained over 46% per year since inception, but the average dollar made only 11% annually. Jeffrey Ptak  Why institutional investors’ retreat from private equity should signal caution, and what financial history can tell us about the dangers of unrealistic return expectations in increasing frothy private markets. Jess Bebel  Provisions in Secure 2.0, OBBBA affect retirement savers and retirees. Christine Benz Investing Insights Palantir and AppLovin are among the names now rated as expensive. Bella Albrecht CVS and Marvell are among the names that fell into undervalued territory. Bella Albrecht Why Pfizer and Roche look like top choices for investors in the war to tip the scales. Pandora Zilstorff Combs’ departure was unexpected but not surprising. Greggory Warren Both suitors are offering much more than we believe Warner is worth independently. Matthew Dolgin New Stock Analyst Reports CooperCompanies (COO) reported 4.6% revenue growth and 11% adjusted EPS growth, both ahead of FactSet consensus, for its fiscal fourth quarter. Fiscal 2026 guidance of 4.5%-5.5% organic sales growth and 8%-11% EPS growth is above consensus. Continued uptake of daily silicone hydrogel lenses and MiSight helped Cooper perform in line with the industry. Weakness in China persisted, but strength in the Americas and Europe/Middle East/Africa helped offset headwinds, and CooperVision delivered 5% growth. New Fund Analyst Reports Lazard Emerging Markets Equity (LZOEX) is a proven winner. Lead manager and emerging-market veteran James Donald has been a strategy mainstay since 2001. Despite being closer to the end of his career, Donald has added three capable comanagers—Rohit Chopra, Monika Shrestha, and Ganesh Ramachandran—who can fill the void when his eventual departure occurs. The managers’ four dedicated research analysts have at least two decades in the industry and have been at the firm and with this team for much of that time. In addition, the team can leverage Lazard’s platform of roughly 55 emerging-market investment professionals to help scour the ranging universe for mispriced stocks. This group has demonstrated its worth in emerging markets over time, even when its style has been out of favor for considerable periods. The Tools You Need to Invest Like an Analyst Stay connected:
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