Today I thought I’d first share a few notes I made from the presentation that Pat Dorsey made made at the MIT Sloan Investment Conference I attended a couple weeks ago, since that’s the presentation that really had the most resonance for individual investors (and led to a few ideas that might be worth considering), […]
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Paid access to Morningstar’s website, includes analyst research and stock and fund data along with some other advanced features.
Offered monthly guidance on funds in the American Funds family. Morningstar no longer appears to offer separate publications targeting the major fund families (Vanguard, Fidelity, American Funds, etc.), but still covers many of them in both their free and premium commentary.
Monthly advisory on funds in the Fidelity family.
Monthly guidance on funds in the Vanguard family.
Basic personal finance guidance, including picks of ETFs, Mutual Funds and Stocks.
Maintains two portfolios of ETFs, one “set and forget” diversified basket and one that trades based on trends.
Focuses on possible breakout stocks, catalyst-oriented.
Bottom-up stock picking newsletter for international and foreign domiciled stocks.
Picks stocks for two portfolios, one conservative and one growth-oriented.
Chooses traditional mutual funds based on Morningstar criteria.
Focuses on dividend and dividend growth stocks.
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Morningstar currently rates the fair value of TSM at $179, making it more than 40% undervalued at today's price in their...
Morningstar is the leader in mutual fund data, and their performance numbers should mostly be total return numbers, incl...
INTT has both declining revenues and net income over the last 3 years according to Morningstar. If this is a value play...
I thought Illumina purchased Pacific Bio in Nov 2018. Also, the latter is a manufacturer of gene sequencers, whereas I ...
1. It's better to have market data -- it usually doesn't matter in the long run whether you base your limit orders on l...
UNIT is interesting because it seems that their court date is March 2? and WINMQ & UNIT seem to be well on their wa...
I wondered if Angels and Entrepreneurs Network (AEN) was yet another venture from a publisher that will remain nameless ...
@kevinrawle would you mind sharing some of the companies you've invested in based on your assessments from Morningstar?...
I only invest in dividend stocks with a solid long term history of good returns. It is easy to view stocks on Mornings...
I started using the service about a month ago to supplement my other sources of dividend information., Frankly, I have ...
Cool...I’ll check it out, I’ve used everything from Yahoo, to Morningstar, to the original Google Finance tool, ...
Wouldn’t think of investing without checking in at Morningstar. Several decades of experiences with them and I am ver...
It caught my eye immediately that MF specifically touts TWLO as a wide moat stock. Morningstar rates it as having a narr...
http://www.morningstar.com/earnings/earnings-calendar.aspx These are the companies that post earnings on Monday from ...
Well, noticed both in a recent Morningstar article about several tech stocks that are increasing their competitive advan...
Has dropped off a lot since Josh Peters left. David Harrell Editor, Morningstar DividendInvestor makes frequent mistakes...
I'm a new Irregular. Have been reading your missives for years, finally took the plunge. It's been said before: The ...
PROMIS NEUROSCIENCES INC COM 1,100 0.39 $429.00 -$42.95 (-9.10%)Average Cost 0.429 Annual Dividend Amount $0.00 Div...
$VTGN vow - Weekly insider transactions via MorningStar: http://insiders.morningstar.com/trading/insider-activity.acti...
I don't buy Morningstar Premium, I get access through my library card. The nice part is, the format of the library repo...
Thank you, Travis. You are probably correct. Even though it is well below it's 52 week high of $209.00 as it sits now a...
Morningstar recently changed the web page format and the change is really bad. They do not provide the detail they used ...
I'd like to start of by saying I'm new to investing. Also thanks to Travis I really enjoy reading here at stock gumshoe!...
I have come to realize more so everyday – disregard mainstream analysts, Wall Street recommendations, and even Morning...
I just cancelled my subscription to Safe Money Report which was sent to me as a substitute for my subscription to Income...
My apologies, I thought this was referring to the Optioninvestor.com newsletter called "Option Writers" by Jim Brown. H...
Funny - got an email from Morningstar just today listing CBI as one of their top ten "conviction" buys for new investmen...
Also checkout Guggenheim China Internet (CQQQ) around $50, holds similar portfolio to KWEB, including BABA, Tencent, etc...
I picked up some shares when Morningstar upped it to a 5 star stock a few weeks ago. Of course they made their bad earni...
If you follow the OTCMarkets link under Research Reports: On July 21st, Morningstar gave CTEQF, a 3 Star rating and 66 t...
Morningstar has rated Cameco (CCJ) a 5-star stock since mid June with a fair value estimate of $18. I took a small posit...
If anyone is interested in following up on Travis' kinda-sorta-maybe plug for VanEck Vectors High-Yield Municipal ETF (...
$CUR. I tend to agree with you, Doc, that people may have deeply personal reasons why they may not own shares of a compa...
$CUR, long, fuzzy math Morningstar has different numbers: http://insiders.morningstar.com/trading/insider-activity.act...
Travis Would you like to hazard a guess of where FB share price could be in 2-5 years, presumably by which time they wi...
Thank you Travis. However, Disney's market cap is not $120 billion. As per Morningstar, Disney has a market cap of $1...
Interesting. I'm a Morningstar subscriber, they only have 9 stocks getting their 5 star rating these days & Express ...
Without doubt Stack is a smart and accomplished man. This stated, I am not sure that I understand his allocations. I p...
February 11, 2017 Tonight, I am joining the large cohort of readers who have written to thank you, Travis, for an OUT...
I have been a subscriber to TDM for about five years. Today I terminated my subscription for two reasons: 1) They do ...
My google etc digging led to the same items (GoogleGlass, HoloLens (MS) and Ocular Rift (FB). Digging deeper I think it ...
22nd Century Group, Inc. is a plant biotechnology company. It is focused on technology that allows increase or decrease ...
Hi, according to Morningstar, minimum investment into DSEEX is $100k - is that right?...
Could be true -- Morningstar tends to be very cautious with "growth" stocks, but it is indeed easy to get overly excited...
Been a Morningstar subscriber for a while, their analysts estimate the fair value of NVDA as $28 a share, & voice concer...
Got an email from Morningstar this morning, they have changed their rating for GILD & AMGN to 5 star - their analysts be...
I have not looked at the details for WRB, but the analysis from Morningstar is fairly compelling. I know Porter Stansbe...
I just switched to IRR from freebie a couple of days ago, therefor I am not sure that I am doing this correctly so far a...
Quite some time ago someone in the Gummunity asked about energy stocks. I remember I responded that I had ETP (Energy T...
When I go to Morningstar, I find that Opko stands at 7,86 $. I think Opko is the solution for the new teaser at http://p...
Myron (or anyone else), What's your take on the turn-around prospects for uranium---mining and production? As you proba...
There's no reason to mock, those are good questions. The 10-K, I think most people will find, is far more understan...
Nothing wrong with equal weight. In this type of fund I think it is good. But it was not helpful for our purposes, unl...
$XBI I just noticed that Frank already follows this one. So if he want to cover it going forward I'll give it up for ...
Hi Pockets - I have more than 50 sites I check for news when considering a buy and periodically check for updates, anyth...
One thing to note about Morningstar is that they are all too often behind the curve....
GTE $3.37: Fundamentals: Not covered by S&P IQ or Morningstar. Book value is $5.60. Does not currently pay a dividend...
Morningstar CEO of 2014 finalist : John Martin of Gilead. Long GILD...
The concept of Dividend Cuts needs to be discussed here, especially by Travis. Already several companies have felt the ...
Anyone who bought the "Holy Grail" at 200-plus and just checked in on the stock price today must be saying "Holy...(some...
Frank---thanks for your reply and sound advice. Be assured that I would never act precipitously on anything I read (espe...
...
Happy 1 Year to you Myron! REEDS is an interesting company... I read the latest report from the president of Reeds and...
I'm not sure, Michael Robinson is referring to STM, as this corporation is based in Europe and not in the United States,...
Portfolio reports have long been my bugbear and a struggle to balance wanting certain answers vs. the effort to get them...
A large insurer Y is selling below book. I've never held it ... Morningstar has been a fan over the years when it is che...
RNN up significantly today so those who bought yesterday are quite happy today. More importantly, you will be very happ...
I recently bought PSEC, but not because of Mr. Perry's rec. No way a Main-Streeter like me should own BDCs without a v...
Morningstar is more than just a newsletter. They do have a buy-and-hold emphasis that gives me hives. But they have co...
IF you are new to investing consider mutual funds. Morningstar is good source for Fund info.....
The newsletters who are trying to raise their profile by offering free subscriptions in exchange for an honest review su...
As an alternative to newsletters, as a Fidelity Brokerage customer, I use screens of their highest rated research compan...
Comments on Newsletters: 1. Morningstar Stock Investor --- Honest thoughtful evaluations. Used to seek out VALUE stock...
I started with funds maybe 24 years ago, and reading MorningStar at the library. I started resenting the fund fees, swi...
I like Morningstar mostly for the information it provides. I like to do my own Valuations and use Morningstar as a check...
The Morningstar Dividend Investor by Josh Peters is an ideal income newsletter in many ways. It appeals to me because it...
My favorite is Morningstar primarily for the information their site provides; I leaned how to do the DCF (Discounted Cas...
Morningstar Stock Investor and Fund Investor are the best I've found. Premium membership is a good choice for a first o...
There are several sites that try to maintain listings of all available ETFs -- http://etf.stock-encyclopedia.com/categor...
Forgot to include a link to the recent Morningstar commentary -- lots of chatter about how much they like it, but they p...
Agreed. Morningstar "Stock Investor" didn't like the Constellation acquisition at the time but they are in his good gra...
Morningstar publications Dividend Investor and Stock Investor are many moons ahead of Elliot and Roger on pipeline MLPs ...
I agree! I use them for the smaller stocks. My sorting goes through the CAPs, Market Club and Morningstar. In anothe...
A little internet searching shows that Dr. S's message about TARP warrants is not actually original. This free essay on ...
Oliver, not to the point of your direct question about AGNC, but somewhat related : here is an interesting Morningstar a...
This excellent morningstar article discusses why it is generally, not a good idea, to put MLPS into a tax advantaged acc...
For quite a while, I have used Dividend Detective to find stocks with consistant high dividends. Periododicaly, when I h...
I'm reading this in March of 2011. A check on Morningstar shows that CACC went from $42 to $62 in 2010 and now is a...
Google Finance might be a good idea.I jut input a stock into my portfolio and it flashed up some recent news. ...
I prescribed to this newsletter approximately 5 years ago and have considered dropping it for the last three. The only ...
I just subscribed to this a few hours ago. Based on it being a Morningstar product and also based on the above excellent...
I have subscribed to Morningstar Premium for several years. I do not use it as a "newsletter" in the sense that the oth...
I subscribed a year ago and have invested in several of the recommendations. Some are down from my original purchase pr...
This is probably the best ETF newsletter out there and it has a nice report on the market. But, I switched to the Morni...
Quoted from their website: "Morningstar OptionInvestor is different from typical options products in that it uses Morni...
The Morningstar premium service is a good place to get information on stocks you are thinking about purchasing. There i...
I've subscribed to MorningStar Premium for 5 or 6 years and am satisfied with it. Selects undervalued stocks with entry...
I think the price ran too high too fast. 81 bucks is too much. I looked at interoil after i got the newsletter (yes, i f...
I p$175 per year for the Premium level service. At the time I subscribed I also had a subscription to Investors Busines...