Our fair value estimate and moat rating remain intact.
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Twitter, Facebook, LinkedIn, and Google each have moats, but there are some interesting distinctions among their competitive advantages.
As so-called strategy indexes continue to rise in popularity, investors need to determine how well they fit with their portfolio plans and weigh the risks compared with traditional index funds, says Morningstar's Mike Rawson.
These two moaty game developers have the established franchises and financial resources to benefit from the console cycle.
This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...
Slower consumer growth in 2012 is not fully reflected in valuations, and we remain selective and focused on structural winners.
Wedgewood's David Rolfe is new to mutual funds, but not investing.