BlackBerry Ltd

Managers continue to buy wide-moat stocks.

A fresh look yielded a lowered fair value estimate, but we still see a margin of safety.

It's well on its way to becoming an enterprise software company.

Putting recent results in context.

While we slightly lowered our revenue projection for this fiscal year, we continue to expect margin expansion during the same period.

We're maintaining our fair value estimate after the firm reported in-line results.

We examined the 500-plus holdings in the Morningstar US Growth Index and found some stocks with good growth prospects selling at reasonable valuations.

A smattering of earnings plus consumption and housing data are due ahead of the holidays.

The winners have emerged in the cloud market.

We continue to recommend a wider margin of safety before allocating capital to this no-moat and very high uncertainty name.

While results support our thesis that BlackBerry has successfully transitioned from a hardware to a software company, its long-term success remains to be seen.

We’re raising our fair value for BlackBerry to account for the $815 million cash infusion, but we’d wait for a larger margin of safety before investing.

The latest quarterly results support our belief that BlackBerry will successfully transition from a hardware to a software company.

Friday's release of consumption data will be closely watched along with consumer sentiment. Plus, earnings from Darden, Carnival, and Blackberry.

This Gold-rated fund is a fine vehicle for new investors to gain access to the Primecap managers.

Consumption and confidence data, along with earnings from a diverse group of firms, will be the week's highlights.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Sept. 30.

Thanks to its decision to no longer develop mobile devices and to continuing growth in its high-margin software and services revenue, we're raising our fair value estimate on this no-moat tech firm.

Data on personal consumption, housing, and consumer sentiment will close out the month. Plus, Carnival, Nike, and others report.

Those hoping to discern if the economy is strong enough to warrant Fed action later this year or if growth is truly slowing won't get much new information this week.