21/04/2015 | 9:17 AM Analysing stocks is not easy but investors can use five of Morningstar's concepts to help them understand and choose quality companies.
9/04/2015 | 8:25 AM There's a practical risk to being too diversified, and when you own too many stocks and managed funds, it becomes nearly impossible to get a good knowledgeable grasp on each holding.
8/04/2015 | 8:31 AM No investment is 100 per cent free of risk so here is a field guide to the key risks for investors in stocks, bonds, and yes, cash.
17/09/2014 | 8:16 AM Operating and free cash flow yield measures are usually more than enough to determine whether a company offers compelling value, Cadence Capital's Karl Siegling says.
1/09/2014 | 1:56 PM Investors will often have heard the terms "puts" and "calls," but what are they and why would an investor buy or sell one or the other? Morningstar sets the record straight on some options-trading terminology.
9/05/2014 | 8:16 AM Recent figures have demonstrated the value of a "smart-beta" strategy in a portfolio, with a smart-beta index beating both the S&P/ASX 200 and many active fund managers on a total-return basis last year.
8/05/2014 | 7:30 AM Strategic beta is one of the fastest-growing strategies in funds management. Morningstar analyst Alex Prineas explains why.
6/05/2014 | 7:42 AM Although hybrids are complex instruments, Morningstar uses a consistent methodology to assess their quality and suitability for retail investors.
11/04/2014 | 8:13 AM The secret to knowing when to sell a long-term holding lies in doing your homework - even before you buy the stock in the first place.
4/04/2014 | 9:44 AM An economic moat provides a gauge of a company's competitive advantages and overall strength, and it is a highly valuable tool for investors of all levels.
1/04/2014 | 8:27 AM Investors frequently employ common-sense rules of thumb that often turn out to be wrong, AMP Capital's Shane Oliver says.
15/01/2014 | 8:32 AM Investing as part of a herd mentality is a common investment concept. Ibbotson Associates' Michael Coop explains what it means to take a contrarian view.
11/11/2013 | 8:22 AM Every so often, it's worth reviewing each stock in your portfolio to make sure the reasons you bought it in the first place remain intact. By doing so, several mistakes can be avoided.
19/06/2013 | 1:29 PM Morningstar equips investors with everything they need to know about Exchange-traded Treasury Bonds and Exchange-traded Treasury-Indexed Bonds.
22/05/2013 | 8:09 AM While there's no dispute that shares should be a significant part of an investment portfolio, they should not be the only investment.
1/05/2013 | 8:50 AM While the past five years have been difficult for investors, some basic but critical investment rules mean they need not despair.
8/04/2013 | 8:20 AM Given that you won't be the only investor trawling the market for a good bargain, Morningstar provides you with three strategies for getting into good stocks at a reasonable price.
25/03/2013 | 8:30 AM
6/03/2013 | 3:13 PM While the market will be the ultimate judge of a stock's worth, it is up to investors to determine the price at which a company's earnings will produce an acceptable return on investment.
21/01/2013 | 11:15 AM This popular metric can be calculated different ways but each has its own shortcomings, as explained in this article from Morningstar US.
11/01/2013 | 3:43 PM Morningstar's Joel Bloomer answers a subscriber's questions concerning the nature of moat ratings, and explains why they are not an easy thing for any company to achieve.
10/12/2012 | 8:13 AM In this part of an ongoing educational series, Morningstar examines the section of an annual report that lets an investor know where the company's money came from and where it went.
3/12/2012 | 9:02 AM When it comes to examining a company's annual report it is definitely worth taking the time to scan the balance sheet, as Morningstar explains in this part of its ongoing educational series.
19/11/2012 | 8:12 AM While analysis of a company's long-term financial track record may be essential it does not always provide the full story, as Morningstar explains in this part of its ongoing educational series.
2/10/2012 | 3:35 PM In this part of our guide to company analysis, Morningstar examines a major area investors need to consider when it comes to analysing a company - how management stacks up.
17/09/2012 | 3:36 PM Morningstar examines the first of three major areas investors need to consider when it comes to analysing a company.
6/08/2012 | 8:13 AM Morningstar helps investors discover what constitutes a good company, while also providing an indispensable 10-point stock-screening checklist.
3/07/2012 | 1:23 PM In this part of our ongoing investor education series, Morningstar examines the reasons why a stock's dividend stream doesn't always mean it's a good investment.
2/07/2012 | 11:29 AM Morningstar's Adrian Atkins helps investors get a handle on a few of the basics when it comes to a sector that is often perceived as being overly complex.
21/06/2012 | 12:16 PM Morningstar US' Paul Larson breaks down the five ways firms can keep competitors at bay and which ways are more durable over time.
12/06/2012 | 12:52 PM In this part of our ongoing investor education series, Morningstar helps deconstruct and demystify the often murky relationship between company earnings and dividends.
17/05/2012 | 4:32 PM Treated with care, contracts for difference can be a cost-effective way to benefit from sharemarket volatility. Here's what you need to know.
15/05/2012 | 4:55 PM Bad news. You have a good a chance of a long life. How will you pay for it? Perhaps take a look at deferred annuities.
9/05/2012 | 11:20 AM Every investor can learn from Warren Buffett about how to make money, but it is the way he has made his fortune that people should draw most from.
2/05/2012 | 11:36 AM We take a look at some of the qualities Morningstar looks for when it comes to share investing, as well as some of the warnings signs.
19/04/2012 | 2:23 PM Morningstar's Christine Benz offers guidelines for prioritising investment savings with paying down mortgage, credit card, and student debt. From Morningstar US.
16/04/2012 | 4:01 PM Investment frauds tend to be perpetrated on men who are in their mid-50s and who may actually be experienced investors, says UCLA professor Dr Shelley Taylor.
10/04/2012 | 8:56 AM We examine the nuts and bolts of shares and share prices and show investors methods for identifying potential star performers and those stocks of a lesser light.
4/04/2012 | 7:16 AM In the final part of our fund education series, we explain the main types of managed funds available in the market.
20/03/2012 | 2:03 PM Regular communication and a simple investment strategy will help your surviving spouse thrive. From Morningstar US.
|Why moats matter||The 5 sources of moat||Basics of stock evaluation|
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