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Morningstar
By admin - Posted on June 27th, 2008
Tagged: The market may be down and volatile, but there are still opportunities for those seeking value across all sectors, including financials, a panel of senior equity analysts from Morningstar Inc. said Wednesday at the Chicago-based research firm’s annual conference.
“The question is whether there are individual banks or regional banks that could be looked at,” said Josh Peters, equity income strategist. “Are these banks going to get through this with an enhanced competitive position?”
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The market may be down and volatile, but there are still opportunities for those seeking value across all sectors, including financials, a panel of senior equity analysts from Morningstar Inc. said Wednesday at the Chicago-based research firm’s annual conference.
“The question is whether there are individual banks or regional banks that could be looked at,” said Josh Peters, equity income strategist. “Are these banks going to get through this with an enhanced competitive position?”
- Add new comment
- Read more
By admin - Posted on June 27th, 2008
Tagged: Ben from moderngraham.com covers Morningstar Investment Conference, a trade-only conference for investment professionals. He just returned from the opening session of the day, the Ultimate Stock Pickers Panel. The panel was moderated by Justin Fuller from Morningstar and included Peter Langerman of Mutual Shares, Charles Pohl of Dodge & Cox, and Bob Torray of Torray Fund.
Read the part 1 of the notes.
Ben from moderngraham.com covers Morningstar Investment Conference, a trade-only conference for investment professionals. He just returned from the opening session of the day, the Ultimate Stock Pickers Panel. The panel was moderated by Justin Fuller from Morningstar and included Peter Langerman of Mutual Shares, Charles Pohl of Dodge & Cox, and Bob Torray of Torray Fund.
Read the part 1 of the notes.
By admin - Posted on December 10th, 2007
Tagged: Mutual funds are required to disclose their holdings each quarter, and many fund managers take the time to write their thoughts about their funds and the market in general. Morningstar loves to read these informative pieces--not only for the general market themes, but also for tidbits on where these professionals are investing their dollars. Although the topics of the letters can sometimes go out-of-date quickly, the lessons they teach are usually timeless and can be applied in all sorts of market settings.
Mutual funds are required to disclose their holdings each quarter, and many fund managers take the time to write their thoughts about their funds and the market in general. Morningstar loves to read these informative pieces--not only for the general market themes, but also for tidbits on where these professionals are investing their dollars. Although the topics of the letters can sometimes go out-of-date quickly, the lessons they teach are usually timeless and can be applied in all sorts of market settings.
By admin - Posted on November 21st, 2007
Justin Fuller of Morningstar checks in with Berkshire's holdings for the Ultimate Stock-Picker's Portfolio.In Berkshire Hathaway's (BRK.B) 2004 annual shareholder letter, chairman and CEO Warren Buffett wrote, "…be fearful when others are greedy, and greedy only when others are fearful," when explaining his investment philosophy.
Justin Fuller of Morningstar checks in with Berkshire's holdings for the Ultimate Stock-Picker's Portfolio.In Berkshire Hathaway's (BRK.B) 2004 annual shareholder letter, chairman and CEO Warren Buffett wrote, "…be fearful when others are greedy, and greedy only when others are fearful," when explaining his investment philosophy.
By admin - Posted on October 3rd, 2007
Tagged: Morningstar believes that one of best and easiest ways to screen for new investment ideas is by monitoring the activity and holdings of successful fund managers. Chris Browne of famed money-manager Tweedy, Browne advocated such an approach. In The Little Book of Value Investing, Browne says "A savvy store owner will visit competitors to see what they stock on their shelves, what is selling well in their location, and what seems to be worthless inventory. ... We can do the same by observing what other value managers are doing."
Morningstar believes that one of best and easiest ways to screen for new investment ideas is by monitoring the activity and holdings of successful fund managers. Chris Browne of famed money-manager Tweedy, Browne advocated such an approach. In The Little Book of Value Investing, Browne says "A savvy store owner will visit competitors to see what they stock on their shelves, what is selling well in their location, and what seems to be worthless inventory. ... We can do the same by observing what other value managers are doing."
By admin - Posted on May 22nd, 2007
Investment conglomerate Berkshire Hathaway recently released its first-quarter Form 13-F, which disclosed the company's equity investments as of March 31, 2007. Berkshire's investment portfolio is run by Chairman and CEO Warren Buffett, as well as his colleague at auto insurer GEICO, Lou Simpson. Both have impressive long-term investment track records. By comparing their picks with Morningstar's 5-star stock universe, investors can potentially uncover some very attractive investment ideas.
By admin - Posted on March 23rd, 2007
Tagged: It's 2007, and Morningstar analysts are turning once again to the mutual fund world for a little free advice. Every quarter, mutual funds are required to publish lists of their holdings--and at the end of the year, fund managers offer their ideas on the performance and direction of their funds. They often drop tidbits of investment advice that we can use for our own benefit.Morningstar analystse love to read the shareholder letters of managers they respect as they hunt for opportunities.
This quarter, Morningstar examined the shareholder reports for 15 mutual funds and found a wealth of information. Morningstar focused on managers search for stocks that trade below their estimates of intrinsic value and provide a margin of safety. While they are not endorsing these mutual funds, these managers follow the examples set by Ben Graham and Warren Buffett. A common complaint seemed to be the lack of bargains in this environment. Good buys are not as abundant as they once were, but some digging still uncovers opportunities.
By admin - Posted on January 26th, 2007
Tagged:
Morningstar is always looking for energy trends that have long-term legs and plenty of forward momentum to overcome near-term oil and gas price volatility. Here are some energy stocks worth noting for 2007, thanks to frontier oil and gas discoveries and projects. Discoveries in 2006 revealed and confirmed several exciting new frontiers in the deep-water Gulf of Mexico, onshore gas shale basins in the United States, and oil sands in Canada. Technical advances in finding and extracting oil and gas--not just higher oil and gas prices--have made these frontier fields possible. Several companies are now poised for growth from new well hookups or project startups this year.
By webmaster - Posted on May 18th, 2005
Tagged: Dreyfus Neenan of Morningstar discusses the Berkshire Hathaway Meetings shareholder meeting in Omaha,the analyst/news briefing and Wesco Annual meeting. He tells us what Morningstar thinks were chairman Warren Buffett and vice chairman Charles Munger's most salient insights for investors.
Investment conglomerate Berkshire Hathaway recently released its first-quarter Form 13-F, which disclosed the company's equity investments as of March 31, 2007. Berkshire's investment portfolio is run by Chairman and CEO Warren Buffett, as well as his colleague at auto insurer GEICO, Lou Simpson. Both have impressive long-term investment track records. By comparing their picks with Morningstar's 5-star stock universe, investors can potentially uncover some very attractive investment ideas.
By admin - Posted on March 23rd, 2007
Tagged: It's 2007, and Morningstar analysts are turning once again to the mutual fund world for a little free advice. Every quarter, mutual funds are required to publish lists of their holdings--and at the end of the year, fund managers offer their ideas on the performance and direction of their funds. They often drop tidbits of investment advice that we can use for our own benefit.Morningstar analystse love to read the shareholder letters of managers they respect as they hunt for opportunities.
This quarter, Morningstar examined the shareholder reports for 15 mutual funds and found a wealth of information. Morningstar focused on managers search for stocks that trade below their estimates of intrinsic value and provide a margin of safety. While they are not endorsing these mutual funds, these managers follow the examples set by Ben Graham and Warren Buffett. A common complaint seemed to be the lack of bargains in this environment. Good buys are not as abundant as they once were, but some digging still uncovers opportunities.
It's 2007, and Morningstar analysts are turning once again to the mutual fund world for a little free advice. Every quarter, mutual funds are required to publish lists of their holdings--and at the end of the year, fund managers offer their ideas on the performance and direction of their funds. They often drop tidbits of investment advice that we can use for our own benefit.Morningstar analystse love to read the shareholder letters of managers they respect as they hunt for opportunities.
This quarter, Morningstar examined the shareholder reports for 15 mutual funds and found a wealth of information. Morningstar focused on managers search for stocks that trade below their estimates of intrinsic value and provide a margin of safety. While they are not endorsing these mutual funds, these managers follow the examples set by Ben Graham and Warren Buffett. A common complaint seemed to be the lack of bargains in this environment. Good buys are not as abundant as they once were, but some digging still uncovers opportunities.
By admin - Posted on January 26th, 2007
Tagged:
Morningstar is always looking for energy trends that have long-term legs and plenty of forward momentum to overcome near-term oil and gas price volatility. Here are some energy stocks worth noting for 2007, thanks to frontier oil and gas discoveries and projects. Discoveries in 2006 revealed and confirmed several exciting new frontiers in the deep-water Gulf of Mexico, onshore gas shale basins in the United States, and oil sands in Canada. Technical advances in finding and extracting oil and gas--not just higher oil and gas prices--have made these frontier fields possible. Several companies are now poised for growth from new well hookups or project startups this year.
By webmaster - Posted on May 18th, 2005
Tagged: Dreyfus Neenan of Morningstar discusses the Berkshire Hathaway Meetings shareholder meeting in Omaha,the analyst/news briefing and Wesco Annual meeting. He tells us what Morningstar thinks were chairman Warren Buffett and vice chairman Charles Munger's most salient insights for investors.
Morningstar is always looking for energy trends that have long-term legs and plenty of forward momentum to overcome near-term oil and gas price volatility. Here are some energy stocks worth noting for 2007, thanks to frontier oil and gas discoveries and projects. Discoveries in 2006 revealed and confirmed several exciting new frontiers in the deep-water Gulf of Mexico, onshore gas shale basins in the United States, and oil sands in Canada. Technical advances in finding and extracting oil and gas--not just higher oil and gas prices--have made these frontier fields possible. Several companies are now poised for growth from new well hookups or project startups this year.
By webmaster - Posted on May 18th, 2005
Tagged: Dreyfus Neenan of Morningstar discusses the Berkshire Hathaway Meetings shareholder meeting in Omaha,the analyst/news briefing and Wesco Annual meeting. He tells us what Morningstar thinks were chairman Warren Buffett and vice chairman Charles Munger's most salient insights for investors.
Dreyfus Neenan of Morningstar discusses the Berkshire Hathaway Meetings shareholder meeting in Omaha,the analyst/news briefing and Wesco Annual meeting. He tells us what Morningstar thinks were chairman Warren Buffett and vice chairman Charles Munger's most salient insights for investors.
