Tue, 7 Feb 2017
Compelling liquid alts strategies are in short supply, but we've identified several new Morningstar Medalists in recent months.
StockInvestor editor Paul Larson details recent changes to Morningstar's Wide Moat Focus Index, noting how the rally in wide - moat names could have them more fairly priced than lower-quality stocks .
Some energy names and out-of-favor companies joined the index, but, in a sign of the times, few deeply discounted stocks .
Recent spin-off ADT has broad market share and solid competitive advantages, but several big-name telecom players also have their eyes set on the security space.
It was a good year for wide - moat stocks overall, but Exxon, Amazon, and a few others lagged the market, says Morningstar markets editor Jeremy Glaser .
Out-of-favor media and railroad names replaced several energy equities in Morningstar's index of most- undervalued wide - moat stocks , says Morningstar's Matt Coffina.
Investors have started to pay attention to risk again, but market valuations overall don't offer much margin of safety, says Morningstar's Matt Coffina.
Morningstar's Heather Brilliant details our 10-year track record for stocks , particularly the strong outperformance of 5-star names with competitive advantages.
Even if the NIH is drastically cut, we don't see a doomsday scenario for these companies, and some of the industry's stronger players are now trading at attractive valuations.
Morningstar StockInvestor editor Matt Coffina offers some of his new investment ideas following a quarterly rebalancing of the Wide Moat Focus Index.
In a fully valued market, there are worse things than buying wide - moat names at decent discounts.
Morningstar StockInvestor editor Matt Coffina discusses recent additions to the Wide Moat Focus Index.
©2017 Morningstar Advisor. All right reserved.