Tue, 19 Jan 2016
January's stock market swoon puts a spotlight on liquid alternatives.
Morningstar's Elizabeth Collins discusses the index's selection process and highlights one of the recent additions.
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 .
A willingness to look past short-term noise and instead focus on a company's competitive advantages and stewardship serves as a core stock-picking advantage for Morningstar's Matt Coffina.
Recent rebalancing of Morningstar's Wide Moat Focus Index shows that quality stocks aren't nearly as cheap as they were this time last year.
StockInvestor editor Matt Coffina recently sold out of Charles Schwab and trimmed Visa and Lowe's as current prices offer little margin of safety for the wide - moat names.
Some energy names and out-of-favor companies joined the index, but, in a sign of the times, few deeply discounted stocks .
After lowering our forecast for oil and gas prices, fair values across the energy sector have generally dropped, but some E&P and midstream names are reasonably valued, 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 StockInvestor editor Matt Coffina offers some of his new investment ideas following a quarterly rebalancing of the Wide Moat Focus Index.
These management teams should be good stewards of shareholder capital in today's uncertain environment.
Morningstar StockInvestor editor Matt Coffina explains why a fairly valued stock should outperform both cash and bonds over the long run.
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