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Top managers were finding new places to put money to work and adding to existing high-conviction ideas in the first quarter.
We recently upgraded a few banks and enterprise software firms to wide moat status, and raised our fair value estimates on health-care REITs.
Morningstar StockInvestor editor Matt Coffina explains the importance of understanding whether an economic moat is expanding, shrinking, or staying the same over time.
Morningstar recently upgraded several companies' moat ratings, and global equity research director Heather Brilliant explains why.
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Two veteran investors discuss the winners and losers of reform and where they're looking for future growth.