![]() Morning DigestApril 18, 2025 Margaret Giles The stocks of these high-quality companies with large market capitalizations look undervalued today. Editor's Picks Eli Lilly stock jumps, UnitedHealth plunges. Frank Lee Understanding the difference between the two is a key step toward reaching your financial goals. Christine Benz Tips for retirees who rely on their portfolios for cash flows. Christine Benz, Margaret Giles A look at the regulatory outlook for sustainable investing and the latest data for fund flows. Ron Bundy Investing Insights Funds from Axonic Capital and DoubleLine stand out. Bella Albrecht American Funds Growth Fund of America’s more cautious, diversified portfolio has held it back in recent years. Stephen Welch How interval and tender-offer funds provide a liquidity transformation service. Larry Swedroe Institutional investors are treating the cryptocurrency as a ‘macro-sensitive’ asset. Valerio Baselli These names are now trading in significantly undervalued territory. Bella Albrecht This wide-moat stock can serve as a core holding for any investor. Dan Romanoff We believe the market had largely priced in an adverse decision in this case. Malik Ahmed Khan More We’re not changing any valuations or ratings as a result of the order, which was light on detail. Karen Andersen The spring selling season is off to a slow start, and there is an above-average supply of new, unsold homes. Brian Bernard New Stock Analyst Reports Rentokil's (RTO) North American pest control business, which has struggled to integrate Terminix, saw organic growth of 0.7%, within the range of analyst expectations. Organic sales growth has suffered from poor execution and employee and customer retention following the Terminix acquisition. To what degree organic growth recovers as integration continues is key to the company's performance. North American employee and customer retention saw mild increases, supported by a continued focus on compensation and retention. Sales lead participation rates among technicians also rose 9 percentage points during the quarter. New Fund Analyst Reports The vast staff behind PGIM Short Duration High Yield (HYSAX) has used a proven process to achieve success. Although its roughly USD 5 billion in assets make the fund among the high-yield bond Morningstar Category’s largest, it represents roughly 5% of PGIM’s leveraged finance footprint, which affords resources to support a much larger than usual team. It includes several high-yield managers and roughly 30 senior analysts supported by another 15 junior members. The senior analysts and managers have impressive experience, and turnover has been modest, which makes this leveraged-finance team one of the asset-management industry's most robust. The Tools You Need to Invest Like an Analyst |