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  1. 10 High-Conviction Purchases by the Ultimate Stock-Pickers

    Headlines

    Tue, 19 Aug 2014

    multiple managers. Market Fair Value Based on Morningstar's Fair Value Estimates for Individual Stocks Source: Morningstar Analysts When looking at the buying activity of our Ultimate Stock-Pickers, we tend to focus on both high-conviction

  2. Looking at Duration Doesn't Tell the Whole Story

    Headlines

    Thu, 14 Aug 2014

    flatten and steepen on a daily basis, which affects the prices of varying maturity bonds differently. - Source: Morningstar Analysts Though two fund managers may target the same duration, the underlying portfolios may vary widely in their makeup

  3. IGM iShares North American Tech ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Tue, 12 Aug 2014

    iPhone and iPad launches in China. Still and all, Morningstar analysts ' long-term view of Apple's fundamentals remains unchanged. Morningstar analysts view Apple as a firm that stands to benefit from

  4. Buy Stock-Pickers, Avoid Sector-Pickers

    Headlines

    Thu, 7 Aug 2014

    copy of FundInvestor here . Morningstar analysts often turn to attribution ..... year results. Source: Morningstar Analysts . Funds ranking in the top ..... 119 basis points. Source: Morningstar Analysts . Screening the Morningstar

  5. Groupe Bruxelles Lambert's 2Q Was Fairly Quiet; No Change to Our Fair Value Estimate

    Commentary

    Thu, 31 Jul 2014

    for its "incubator" portfolio. As a reminder, we value GBL using a sum-of-the-parts model and employ Morningstar analysts ' base-case fair value estimates where applicable and current market prices for publicly traded investments that

  6. QQQ PowerShares QQQ ETF ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Thu, 24 Jul 2014

    revenue deferrals on new product sales, and differences in the timing of iPhone and iPad launches in China. Still, Morningstar analysts ' long-term view of Apple's fundamentals remains unchanged. Morningstar's analysts view Apple as a firm

  7. VIG Vanguard Dividend Apprec Idx ETF ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Thu, 17 Jul 2014

    for an extended period. Morningstar calculates a moat rating for stocks, and wide-moat stocks are those that Morningstar analysts believe will earn above-average returns on invested capital over the long term. More than 60% of VIG's holdings

  8. SCHD Schwab US Dividend Equity ETF™ ETF Analysis, Report, Research, 5 Star Rating – Morningstar

    ETF Reports

    Thu, 17 Jul 2014

    likely a company is able to keep competitors at bay for an extended period. Wide-moat stocks are those that Morningstar analysts believe will earn above average returns on invested capital over the long term. Sixty-three percent of SCHD

  9. Small-Cap Funds That Stand Up to the Bear

    Headlines

    Wed, 16 Jul 2014

    that number about one third are closed to new investors. Among medalist funds--those rated Bronze or better by Morningstar analysts --the pickings are even slimmer. Out of 15 medalist small-cap funds that qualify, just four are currently

  10. Alibaba Has a Long Runway for Growth

    Headlines

    Fri, 11 Jul 2014

    on Alibaba, as well as deep sector and industry research, discounted cash flow models, and direct access to Morningstar analysts . To learn more, click here or email buysidesales@morningstar.com .

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