Morningstar's Wide Moat Focus Index shows how myopic markets have mispriced moats and how a longer-term focus can pay off.
Private equity firms are bringing several IPOs to market in the coming months, but Morningstar's Pat Dorsey says investors should not get too excited.
We'll be watching Cisco very closely to see how management reacts to the firm's clear inability to compete in the consumer market.
A closer look at the massive divergence in performance between bonds and stocks over the past few months.
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value accentuate the positives, including the current attractive valuations on quality companies,
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value comment on the prospects for the tech sector, including Microsoft's future in the 'cloud' and Cisco's recent drubbing.
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value weigh in on why some high-quality large caps, such as J&J, have lagged.
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value discuss the ones that got away, including Sara Lee, retailers, and Netflix.
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value give their take on current market valuations and where they are seeing value today.
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value discuss the performance trends, fund flows into, and outlook for fixed income.
Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value point to dollar weakness, too much debt, and municipal fundamentals as big worry factors today.
Morningstar's Pat Dorsey and Josh Peters discuss three investments that offer a hedge against inflation while also providing better current income than Treasury Inflation-Protected Securities.
Investors piling into bonds are likely paying too much attention to what happened in the past and too little attention to where they are starting from today, say Morningstar's Pat Dorsey and John Rekenthaler.
Despite initial misgivings, Pat Dorsey sees value in Ford shares.
Why 'quality' has been lagging and what may turn it around.
The stories of Cisco, J&J, and Yum Brands stock highlight the importance of the price you pay on the returns you get.
The cash return on many equities looks quite attractive compared with Treasury and corporate bond yields, says Morningstar's director of equity research.
Morningstar's Pat Dorsey on why it's worth paying up a little bit for a wide moat business versus a no moat business.
If smart capital allocation is good for the market, most big mergers probably aren't, argues Morningstar's Pat Dorsey.
Morningstar's Pat Dorsey outlines the major competitive advantages that give superior companies the power to stay on top.
Two advantages and a compelling valuation make this bank worth holding, says Morningstar's director of equity research.
There are a few reason margins could stay higher today than the historical average, says Morningstar's Pat Dorsey.
Exposure to non-U.S. markets and business spending has boosted earnings, says Morningstar's Pat Dorsey. Plus: the big fly in the ointment for banks.
The Morningstar director of equity research ranks the Greece debacle, margin sustainability, credit demand, inflation/deflation, and the U.S. deficit on the list of major concerns.
Management doesn't make a moat, but Morningstar's Pat Dorsey looks at how executive decisions can help or hurt a firm's long-term competitive advantages.
Morningstar's Pat Dorsey, Matt Warren, and David Sekera trace the potential global domino effects and uncertainties surrounding Europe's debt woes and bailout plan.
There are two key differences--one good and one bad--between the U.S. subprime and European sovereign debt crises, says Morningstar's Pat Dorsey.
Morningstar's Pat Dorsey looks back at the most memorable quotes from this year's Berkshire Hathaway annual meeting.
Morningstar analyst Michael Holt thinks any potential value in HP's purchase of Palm will be in developing unique tablet and netbook devices using Palm's WebOS not in the hypercompetitive smartphone market.
Pat Dorsey and Paul Larson offer their thoughts on the Oracle's comments on Goldman, financial reform and more.
Morningstar's Pat Dorsey and Paul Larson look at what surprised them most at the Berkshire annual meeting.
The iPad and Apple's increasingly dominant mobile platform could be a catalyst for moat upgrade, says Morningstar's Toan Tran--but there's a fly in the ointment.
Pat Dorsey on the implications of America's aging population vs the much more rapid aging in Germany, Japan, and France.
With flash memory demand heating up (and little new supply on deck), these strong players could pop, say Morningstar's Pat Dorsey and Andy Ng.
Increased life sciences funding, declining consumer charge-offs, and underappreciated earnings power at big banks have made some ripe picks for investors.
Morningstar's Pat Dorsey says good businesses, and good buys, can come out of less-than-stellar industries.
Morningstar's Pat Dorsey outlines recent changes to our wide moat stock list. See who made the cut and who dropped off.
Pat Dorsey takes a look back at the performance of our calls through the downturn and recovery, plus how our star ratings on wide-, narrow-, and no-moat stocks have played out.
Our track record through the downturn and recovery, plus how our star ratings on wide-, narrow-, and no-moat stocks have played out.
Health-care analyst Matt Coffina thinks the odds for health-care reform passing are around 50%, but that either way the impact on industry will be muted.
John Rekenthaler and Pat Dorsey look at why performance of small-cap indexes varied so much last year and the importance of knowing what you're buying.
With an estimated 40% of net income coming from outside the U.S., S&P 500 Index companies offer more foreign exposure than meets the eye, says Morningstar's Pat Dorsey.
With uncommon stewardship, this year's winner built a wide-moat firm out of a business on the brink.
As bulls and bears debate whether 'it's different this time,' two big issues deserve more consideration.
Morningstar's Pat Dorsey says it all comes down to three things: valuation, valuation, valuation.
Two of our candidates have carved or strengthened meaningful economic moats in very tough industries, while the other two have literally invented industries from scratch.
Stocks still look more attractive than bonds right now, says Morningstar director of equity research Pat Dorsey.
Despite the market run-up, Pat Dorsey still sees opportunity in for-profit education, pipelines, some financials.
Health care is probably the most single attractive area that we see right now, but there are some pretty good opportunities in utilities, too, says Morningstar's director of equity research.