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| Hundreds of investors gathered on April 22 and 23, 2008 for Morningstar's Stocks Forum in Chicago, IL. They heard the latest stock ideas from Morningstar Equity Strategists. Additionally, executives from 16 of Morningstar's favorite companies gave presentations to and took questions from conference attendees. Attendees had lunch with Morningstar analysts and had the opportunity to meet and ask questions to over 50 Morningstar analysts.
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Get access to: |
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Presentations from the Pre-Forum Event: |
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Including presentations by Pat Dorsey, Paul Larson, |
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Josh Peters, Toan Tran, and Justin Fuller |
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Phil Guziec introduces Morningstar's approach to |
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Equity Options |
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Click to download program |
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Audio from company presentations recorded during 'Management Behind the Moat' held on April 23: |
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These presentations focus on the competitive advantages that have historically allowed these firms to generate excess returns for their shareholders. |
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Click to download program |
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Morningstar Equity Strategists took this opportunity to talk to investors about Investing in Any Market Climate. Several points of view were offered, with presentations by Paul Larson who focused on stocks with moats, Josh Peters who focused on dividend stock opportunities and strategies, and Toan Tran who offered growth stock ideas. Pat Dorsey presented on Behavioral Finance and reminded investors that it can pay to be a contrarian. Justin Fuller introduced the Ultimate Stock Picker's Portfolio, and Phil Guziec talked about how options investing can fit into a long-term investor's strategy.
Behind every company's moat is a management team. Unfortunately, individual investors rarely get the opportunity to directly access a company's senior management. In The Management Behind the Moat, select companies spoke about how they built their competitive advantages. Learn firsthand about the long-term value creation strategies that separate these firms from the pack.
Here is every word, every buy and sell recommendation, and every financial insight from the forum quickly becoming the must-see event of the year for stock investors. Our audio and video presentations put you in the session rooms with more than 300 attendees. And complete access is just $99 (a savings of $300 over the live event fees).
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Stocks discussed:
Altria
American International Group
AmeriGas Partners
Apple
BB&T Corporation
Boeing
Buckeye GP Holdings
CarMax
Cemex
Compass Minerals
Covidien
Crosstex Energy Inc.
Developers Diversified
Diageo
Discover
eBay
First Potomac
Fuel Tech
Graco
Home Depot
International Speedway
Isilon Systems
JP Morgan Chase
Kinder Morgan Energy
Kinder Morgan Management
Kraft Foods
Lowe's
NSTAR
NuStar Energy LP
Magellan Midstream
Mohawk Carpet
Paychex
Pfizer
Quicksilver Gas Services
Realty Income
Synovus Financial
United Healthcare
US Bancorp
USG
Vulcan Materials
Walgreen
Waste Management
Western Union
Whole Foods
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