Morningstar Equity Research
Morningstar? Equity Research
Morningstar Equity Research Services include:
3 Proprietary research and methodology 3 Access to analysts 3 Investment conferences 3 IPO, credit, option, fund and ETF
research available
3 Configurable website solution 3 Data feed delivery
3 For additional information, contact: Dexter McAuley Product Manager Global Analyst Research +1 312 696-6344 dexter.mcauley@
With a consistent focus on economic moats and intrinsic value applied across a large global coverage universe, Morningstar's equity research team offers investors a truly differentiated research product. Morningstar's team of 120 sector-focused analysts provides in-depth research on more than 1,800 stocks globally. Our emphasis on analyzing competitive advantages -- what we call economic moats -- is the cornerstone of Morningstar's methodology. Within this framework and by using our proprietary three-stage free cash flow model, each stock within our universe is assigned a fair value estimate. We then assign an uncertainty rating based on multiple fundamental factors, which dictates the appropriate margin of safety required before recommending the stock.
Our fundamental approach to research and investing has produced exceptional results over time. Our proprietary WideMoat Focus index -- which buys the 20 cheapest wide-moat stocks in our universe each quarter -- has gained nearly 15% annually since its inception in 2002, compared with a 8% return for the S&P 500 during the same period. Over time, our 5-star stocks have significantly outperformed those rated 1-star, demonstrating our ability to separate the winners from the losers.
Our insightful research is distributed through multiple channels to help investors, advisors, research analysts, and asset managers make informed decisions.
Morningstar Research Methodology for Valuing Companies We evaluate stocks as pieces of business
?2013 Morningstar, Inc. All rights reserved. Morningstar and the Morningstar logo are either trademarks or service marks of Morningstar, Inc.
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- morningstar equity research
- morningstar equity research methodology
- equity research methodology
- morningstar rating methodology
- morningstar scorecards methodology
- morningstar s approach to rating stocks
- morningstar direct
- the morningstar rating methodology
- equity research methodology morningstar inc
- aaa tax brief template
Related searches
- morningstar blackrock
- morningstar ratings stocks free research
- free morningstar reports
- morningstar ratings mutual funds free
- fidelity mutual funds morningstar ratings
- morningstar free stock ratings
- morningstar ratings mutual funds vanguard
- morningstar top 25 mutual funds
- morningstar blackrock funds
- morningstar 5 star funds list
- morningstar star ratings mutual funds
- morningstar ratings mutual funds