Another key component to Morningstar’s moat-investing equity research approach is its valuation process. Morningstar equity analysts assign a fair value estimate to each company based on how much cash it believes the company may …
Stock
The key things to look for in an income statement while doing Morningstar stock analysis are: Revenue: The money received by selling of goods or services comes under this line item. A YoY growth (See: Morningstar revenue chart) …
"Fidelity has faced headwinds with the shift to passive management and seen tremendous outflows from actively managed funds," said Morningstar Inc. …
Fidelity
What are we looking for? U.S. dividend stocks that also offer quality and growth. Over the past few weeks, Craig McGee, senior consultant at Morningstar Canada, has provided us with a closer examination of some of Morningstar’s …
CHICAGO, July 21, 2014 /PRNewswire/ Identifying "economic moats," or structural barriers that protect companies from competition, is the cornerstone of Morningstar's equity analysis. Similar to the way castles are protected by moats, …
In the world of stock picking, Morningstar Inc. stands alone. Analysts at the Chicago-based firm received 13 top-three finishes in their sectors in The Wall Street Journal's latest Best on the Street survey. That means nearly one out of …
The Wall Street Journal
Almost twenty years ago, Morningstar created a way for investors to quickly understand what type of mutual fund or stock they were considering buying. Most investors understand the importance of diversification across asset classes and the …
Mutual fund
Investment research provider Morningstar has rolled out new indices designed to follow the stock picks of top investment managers. “In April 2009, Morningstar equity analysts began to research the quarterly holdings, purchases, and sales …
(Read: How Morningstar Calculates Stocks' Fair Values.) Registered users can view our complete view on each stock under our coverage by download the PDF on Equity Research page, including our complete thesis of the company, …
Guide