Here are some investment ideas for those resolving to streamline their investments in the new year.
These wide- and narrow-moat stocks are each up more than 20% this year and are undervalued by our metrics.
These dividend payers all carry wide moats, yield more than 5%, and trade in 4- and 5-star range.
These wide- and narrow-moat companies have all undergone fair value cuts of 10% or more, yet we think they're attractively priced.
Here are some defensive investments to consider in this volatile market.
We raised the economic moat ratings of two stocks last month and significantly increased our fair value estimates on 10 others.
Given the market's performance, investors may need to reconsider their asset allocations. These excellent mutual funds and ETFs can help fill in the gaps.
These wide- and narrow-moat stocks moved into 4-star territory after Tuesday's market rout.
Companies with moats derived from these two sources have delivered the highest returns on invested capital.
Despite the sector's pullback, these narrow- and wide-moat names look overvalued to us.
These companies all have multiple moat sources. Does that matter?
These high-quality stocks are cheap on a host of metrics.
The future's bright for these 29 companies. Grab the shades.
Managers from Dodge & Cox, BBH, and American Century picked up a few wide- and narrow-moat stocks last quarter.
These six high-quality stocks are trading at levels that may be too good to pass up.
These 27 companies have network effect as a moat source--and that's been a plus.
These names all slid into 4-star range after yesterday’s stock-market sell-off.
Managers of Gold-rated from Oakmark and Diamond Hill picked up an IT service company, a discount brokerage, and an alcoholic beverage maker, among others, last quarter.
Our analysts have downgraded the Morningstar Economic Moat Ratings of these firms.
The yields on these names from the Morningstar Dividend Yield Focus Index are both sizable and sustainable.
After Wednesday's sell-off, these narrow- and wide-moat stocks edged into 4-star territory.
The Morningstar Wide Moat Focus Index has added several semiconductor stocks and asset managers, among others, to its roster.
Last month one stock joined the wide-moat club while four others achieved narrow-moat status.
Though the market is slightly overvalued, our analysts are finding pockets of opportunity.
Though not exactly 'fat pitches,' these stocks are all trading in 4- and 5-star range.
These wide-moat names are beating the rollicking Morningstar Technology Index this year, yet they’re still undervalued by our metrics.
These high-quality mid- and small-cap companies are trading well above our fair value estimates.
These Morningstar Medalists earn the highest average moat ratings among U.S. equity-focused mutual funds.
These large companies have sustainable competitive advantages, but their stocks are too pricey for our taste.
These constituents of the Morningstar Global ex-US Moat Focus Index are trading at steep discounts to our fair value estimates.
In addition to several technology and healthcare companies, our list of bargains includes a restaurant operator, a brewer, and a jet-engine manufacturer.
These stocks are in buying range, according to our metrics.
These stocks are in buying range according to our metrics.
These names earned narrow-moat ratings in August.
These stocks are up more than 20% this year and trading at 1-star levels.
Put these wide-moat stocks with positive moat trends on your watchlist.
Managers from Artisan, Dodge & Cox, and Fidelity picked up a consumer staples company, banks, and a Canadian railroad, among others last quarter.
The company added to several positions during the second quarter, and two of those stocks are in buying range today according to our ratings.
These stocks have all lost more than 10% this year but continue to trade well above our fair value estimates.
Managers from Oakmark, Dodge & Cox, and BBH picked up healthcare names, telecoms, and a hotelier among others last quarter.
One stock joins the wide-moat club, another earns a moat upgrade to narrow, and several more enjoy fair value boosts of 10% or more.
These wide-moat stocks with stable moat trends and low uncertainty ratings keep surprises to a minimum.
These stocks have gained more than 20% this year yet are still trading well below our fair value estimates.
These narrow-moat stocks all have negative moat trends and are trading at 1- or 2-star levels.
Our analysts increased their fair value estimates on these stocks by more than 10% in June.