TransDigm Group Inc

The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in June.

The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in March.

But we expect a repeat of the 1980s, with a buildup followed by cuts.

We take an in-depth look at the new constituents of Morningstar's Wide Moat Focus Index and highlight the stocks that are most attractive today.

We take an in-depth look at the new constituents of Morningstar’s Wide Moat Focus Index and highlight the stocks that are most attractive today.

We do expect revenue and profit growth at the aircraft part maker will moderate, however.

Defense is likely to be the clearest beneficiary, with a mixed impact for other sectors.

Transdigm's revenue and profit growth are likely to slow, but the recent sell-off in its shares has been overdone.

Transdigm's competitive advantages stem from intellectual property and high switching costs on its products.

Fed-induced complacency and inflated asset prices laid the groundwork for this week’s sell-off, says Wally Weitz.