Tue, 7 Oct 2014
There's more than meets the eye to CalPERS' decision to jettison hedge funds.
Moat trend, valuation, and stewardship all were large factors in StockInvestor editor Matt Coffina's recent adjustments to the Tortoise and Hare portfolios.
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.
Morningstar investment experts Russ Kinnel, Matt Coffina, Josh Peters, and Sam Lee answer viewer questions about the current market and the best opportunities in stocks , funds, and ETFs today.
In Session 1 of the 2013 Morningstar Individual Investor Conference, Northern Trust's Katie Nixon, Charlie Bobrinskoy of Ariel, and Morningstar's Bob Johnson tackle today's macro questions on government policy, economic growth, inflation, and more.
Moats are key to sound equity-investing strategies, and Morningstar's Matt Coffina details what to look for and how to leverage a stock's competitive advantages to your benefit.
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 strong network effect, with scale and bargaining power, provides this wide - moat firm a long runway of opportunity to gain market share in the coming years.
Over the long run, cheap wide - moat stocks have handily outperformed the market, says Morningstar's Heather Brilliant.
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.
Our managers are still finding attractive opportunities in a more richly valued market.
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