Description
Paid access to Morningstar’s website, includes analyst research and stock and fund data along with some other advanced features.
Overall Rating
Rating: 3.8/5. From 9 votes.
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3.7
Rating from 44 votes
If you’ve subscribed to Morningstar Premium Membership, please click the stars below to indicate your rating for this newsletter, and please share any other feedback about your experience using the comment box below.
Investment Performance
Rating from 15 votes
Rating: 3.5/5. From 15 votes.
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Quality Of Writing/Analysis
Rating from 9 votes
Rating: 4.0/5. From 9 votes.
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Value For Price
Rating from 11 votes
Rating: 3.8/5. From 11 votes.
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Customer Service
Rating from 9 votes
Rating: 3.8/5. From 9 votes.
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I p$175 per year for the Premium level service. At the time I subscribed I also had a subscription to Investors Business Daily. They provide complementary services, but with a lot of overlap.
I primarily use them for stock advice and often find the two differ in their short term ratings. I like the Morningstar concept of wide moat – meaning a company that isn’t easily challenged in it’s field. I dropped IBD for cost and stayed with Morningstar because of consistent good long term recomendations
I’ve subscribed to MorningStar Premium for 5 or 6 years and am satisfied with it.
Selects undervalued stocks with entry points. Their writeup on the stock is very good. Estimates its intrinsic (fair) value), if it has a wide, narrow or no moat, bull and bear cases for/against the stock.
They have a free non-premium service on the web that you can sample.
The Morningstar premium service is a good place to get information on stocks you are thinking about purchasing. There is plenty of information on a wide variety of stocks and mutual funds. Sometimes there is too much info and their analysis is a little all over the place but still worth checking out. They do change their valuations quite often as well which could be a good or bad thing depending on what you are looking for. All in all a good companion when you are doing your homework but I would’nt take their buy and sell entry and exit… Read more »
I have subscribed to Morningstar Premium for several years. I do not use it as a “newsletter” in the sense that the others reviewed here offer stock picks. I began my subscription to get star ratings on mutual funds, but now use it in overall analysis of stocks I am looking at based on information from several sources. I am not as impressed with their ETF analysis or screens, but again, Morningstar is just one of many sources I use in overall investing analysis. I am still subscribed to Investor’s Business Daily but find myself using Morningstar much more often.… Read more »
I have been subscribed for 2 yrs. Wasted my money on their Options course and M’star premium. They have horrible service and emphasize only fundamental analysis with “buy and hold” as their principle emphasis.If you want a blend of fundamentals and technicals I would recommend other services eg. Investools. This serviceis a waste of money.
I will start by saying I agree with jxmmd. M* is Fundamental analysis. Let’s say I bought a 5-* stock. It’s a bargain at the price, when it’s day comes, etc, etc. Two months later, it’s an even bigger bargain. In other words I’m losing money on the stock. As far as it goes, the fundamental analysis is a good thing. But I need more. So I also subscribe to Investors.com. Another $150 or so/yr. Their take on fundamental is what the company’s quarterly earnings increase is Now, not in the future. And there is a lot of material on… Read more »
very through homework done here..great newsletter,exspensive but damn good.
Morningstar is more than just a newsletter. They do have a buy-and-hold emphasis that gives me hives. But they have contributed mightily to my investing education. However, that’s not the reason I’m writing. My friendly local public library supplies me with free internet access to M* and to Value Line. I will probably continue my subscription to M* and possibly to M* Dividend Investor. But Value Line is above my pay grade. I am thrilled to find I can not only access it gratis through my public library but in the comfort of my home office.
a bit pricey at first ,but you get your monies worth.VERY thougher in information. GREAT for a NEWBIE too.a/1…..
Morningstar recently changed the web page format and the change is really bad. They do not provide the detail they used to and its difficult to find specific information.
I don’t buy Morningstar Premium, I get access through my library card. The nice part is, the format of the library reports hasn’t changed. So stuff is still where I expect it. As far as the value of the service; you guys are right, it’s fundamental analysis. Your five-star stock may in fact be an even bigger bargain tomorrow. But it’s a part of my due diligence. I reserve final judgement, but I wouldn’t dream of buying a stock without looking at it’s M* rating. And I’m definitely less likely to buy an unrated stock, even if it’s featured in… Read more »
Let me add that there’s another M* feature that’s free. You can look up a mutual fund, and go to its chart. Now compare another mutual fund, stock or ETF. You get a total return comparison; you can choose the time period. This is valuable if the investments you are comparing have different distribution levels. By the way, i don’t think it works on the opposite direction: if you look up an ETF or stock, the chart doesn’t show total return, it shows price. For those new to the game, total return = dividends + price appreciation. I’m “bigly” a… Read more »
Wouldn’t think of investing without checking in at Morningstar. Several decades of experiences with them and I am very pleased. I do use a couple of other services to validate their observations, but find most of the time M is pretty conservative and cautious.