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Special Reports

17/05/2013 | 8:22 AM  YMW founder Ian Huntley shares what he has learned from a successful - albeit anonymous - fellow investor who possesses around 60 years of experience in the markets.

22/04/2013 | 2:37 PM  Morningstar analyst Nachiket Moghe has produced a research report on the upcoming NZ IPO. Mighty River Power will be dual-listed and will appear on the Australian Securities Exchange under the code MYT and on the New Zealand Stock Exchange under the code MRP.

15/03/2013 | 2:37 PM  For those investors who were stuck in cash last year and are now facing significantly lower term deposit rates, there is no need to despair, as Morningstar's Mathew Hodge illustrates.

9/05/2013 | 2:37 PM  

2/05/2013 | 2:37 PM  Here we provide our monthly update of Morningstar's Best Stock Ideas, which features our most vetted, highest quality investment ideas trading at attractive prices.

25/04/2013 | 2:37 PM  In the face of global economic gloom and elevated domestic uncertainty, Australia's big banks may still surprise investors with solid profit growth and strong returns on equity, Morningstar's David Ellis says.

24/04/2013 | 2:37 PM  In today's environment, high-quality, high-yielding stocks offer retirees the best of both worlds, as Morningstar US director of equity-income strategy Josh Peters explains.

24/04/2013 | 2:37 PM  In this inaugural monthly piece, Morningstar analysts scour the market for high-quality small-cap plays that possess advantages over their competitors, as well as strong earnings prospects.

22/03/2013 | 2:37 PM  The rising Henry Hub gas price suggests North America will not flood the Asian market with LNG, boding well for Australian energy players.

22/03/2013 | 2:37 PM  The Australian Energy Regulator's final pricing decision for Victorian gas distributors is broadly in line with expectations and supports Morningstar's cautious stance on regulated utilities.

22/03/2013 | 2:37 PM  While caution is warranted, Alumina possesses several moat-like characteristics and is exposed to improving conditions in the alumina and bauxite markets, Morningstar's Mark Taylor says.

15/03/2013 | 2:37 PM  Morningstar's Peter Warnes provides a concise breakdown of where Australian retailers' operating margins are heading.

15/03/2013 | 2:37 PM  In this article, Ian follows up a question he posed last week: "Could we be on the brink of a bear phase?"

8/03/2013 | 2:37 PM  It is possible that a pair of widely expected policy moves by the US Federal Reserve could mark the beginnings of a bear phase, according to Ian Huntley.

8/03/2013 | 2:37 PM  While there may have been a number of disappointments in the most recent batch of earnings, the overall results managed to exceed expectations, Morningstar's Peter Warnes says.

8/03/2013 | 2:37 PM  Morningstar's head of equities Andrew Doherty updates investors on the additions and removals to Best Stock Ideas, which can provide a solid starting point for a number of strategies.

8/02/2013 | 2:37 PM  A simple, quality portfolio that provides a reliable source of income should help an investor if they're otherwise engaged - or if tragedy should strike, Ian Huntley says.

31/01/2013 | 2:37 PM  Morningstar's head of equities Andrew Doherty updates investors on the additions and removals to Best Stock Ideas, which can provide a solid starting point for a number of strategies.

25/01/2013 | 2:37 PM  In his final resolution for 2013, Morningstar's Peter Warnes helps investors ensure they have the best opportunity to achieve above-average returns, as well as the ability to grow sustainable income over the long term.

25/01/2013 | 2:37 PM  Morningstar identifies a number of companies with competitive advantages that justify the award of an economic moat - a central tenet in Morningstar's investment methodology.

18/01/2013 | 2:37 PM  Investors are taken through Morningstar's methodology of assessing uncertainty and how it relates to a stock's fair value estimate.

18/01/2013 | 2:37 PM  After having surged over the past several weeks, current iron ore prices far outstrip levels suggested by underlying supply and demand, according to Morningstar's Mathew Hodge.

18/01/2013 | 2:37 PM  Morningstar's Michael Higgins takes a look at some heavily shorted companies as we head into the next reporting season.

11/01/2013 | 2:37 PM  Morningstar's Peter Warnes examines the relationship between two inextricably linked keys behind successful and rewarding long-term investing.

11/01/2013 | 2:37 PM  Following a record year in the ASX-listed debt and hybrid market, Morningstar credit analyst Nicholas Yaxley gives investors an idea of what to expect from the sector in the year ahead.

11/01/2013 | 2:37 PM  Morningstar's David Ellis takes a look at the Basel III global bank regulations, which came into effect on 1 January 2013, and what they mean for the Australian banks.

11/01/2013 | 2:37 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.

14/12/2012 | 2:37 PM  While the trend through 2013 will be positive, it will be crucial for the resources heavyweights to participate in building the platform for the teens bull market, according to Morningstar's Peter Warnes.

14/12/2012 | 2:37 PM  Investors are likely to remain attracted to companies with above-average sustainable yields in 2013 despite modest earnings growth, Morningstar head of equities Andrew Doherty says.

14/12/2012 | 2:37 PM  Morningstar's equities research team gives investors a detailed breakdown of what to expect from each corner of the market in 2013.

30/11/2012 | 2:37 PM  Morningstar's head of equities Andrew Doherty updates investors on the additions and removals to Best Stock Ideas, which can provide a solid starting point for a number of strategies.

23/11/2012 | 2:37 PM  While considered by many to be a threat to Australia's LNG industry, there are enough holes in the energy supply map where US shale gas can find a home, Morningstar's Mark Taylor says.

23/11/2012 | 2:37 PM  Morningstar's James Cooper updates investors on the latest transactions being made within the Income Portfolio.

16/11/2012 | 2:37 PM  The major banks are likely to raise their dividends, Morningstar analysts say, as a result of limited growth opportunities, tight cost control and stable asset quality continuing to support strong organic capital growth.

2/11/2012 | 2:37 PM  Morningstar's Peter Warnes outlines some hard-and-fast rules to which retail investors must adhere, while Ian Huntley takes a short but terrifying journey into the world of high frequency trading and "dark pools".

2/11/2012 | 2:37 PM  Morningstar's head of equities Andrew Doherty updates investors on the additions and removals to Best Stock Ideas, which can provide a solid starting point for a number of strategies.

2/11/2012 | 2:37 PM  Higher-than-average costs, an inferior product and balance sheet problems are just a handful of the reasons behind the lack of Fortescue's moat, according to Morningstar's Mathew Hodge.

2/11/2012 | 2:37 PM  While Lend Lease's revised business model positions the company to generate higher earnings, risks also increase, as Morningstar's Tony Sherlock explains.

2/11/2012 | 2:37 PM  While Crown may be one step closer to building an integrated casino-hotel complex at Barangaroo in Sydney, a gaming licence is still required.

26/10/2012 | 2:37 PM  The Keynesian observation that markets can remain irrational longer than investors can remain solvent can also apply to short positions, as Morningstar's Michael Higgins demonstrates.

24/10/2012 | 2:37 PM  Woolworths (WOW) plans to spin out a portfolio of 69 existing and development assets into a new investment vehicle, Shopping Centres Australasia Property Group (SCA).

23/10/2012 | 2:37 PM  The Morningstar Australia Income Portfolio's key characteristics are as applicable now as they were nearly three millennia ago, as Morningstar's Mathew Hodge illustrates.

23/10/2012 | 2:37 PM  The 150 basis points the RBA has knocked off the cash rate bodes well for those property companies with residential development divisions, as Morningstar's Tony Sherlock explains.

4/10/2012 | 2:37 PM  Sluggish credit growth for the year to August means further rate cuts are on the cards, which should result in moderate loan growth that will help underpin the profits of the banks, Morningstar's David Ellis says.

4/10/2012 | 2:37 PM  Should long-term government bond yields remain low as expected, all regulated utilities will have equity returns reduced by the Australian Energy Regulator, according to Morningstar's Adrian Atkins.

4/10/2012 | 2:37 PM  Morningstar's Michael Higgins reviews a number of companies still suffering from heightened short interest following the most recent reporting season, with a particular focus on several retailers.

27/09/2012 | 2:37 PM  Morningstar's Ross Macmillan takes a look at the mining services companies he expects to remain profitable in an environment of higher costs, lower commodity prices and slower global growth.

21/09/2012 | 2:37 PM  Morningstar's Peter Warnes calls for a crackdown on short-sellers and identifies a number of areas where he believes the authorities must sharpen their focus.

21/09/2012 | 2:37 PM  The recent performance by a number of small IT companies stands in stark contrast to many other cyclical industrial and consumer stocks.

14/09/2012 | 2:37 PM  Morningstar's Peter Warnes takes a closer look at UGL following disappointing guidance, a reorganisation of business units, and a board reshuffle.

14/09/2012 | 2:37 PM  With the mining industry in a state of flux following a number of major capex deferrals, Morningstar's Ross MacMillan examines what this means for the mining services providers.

7/09/2012 | 2:37 PM  The recent earnings season proved Morningstar's thesis regarding the majors, that high dividends are sustainable despite only moderate earnings growth, to be correct.

7/09/2012 | 2:37 PM  Morningstar's head of equities Andrew Doherty gives investors 15 great stock picks that can provide a solid starting point for a number of strategies.

28/08/2012 | 2:37 PM  Reporting season roundup.

27/08/2012 | 2:37 PM  Morningstar's James Cooper gives investors an update on movements and re-weightings within the portfolio, as well as potential candidates.

3/08/2012 | 2:37 PM  Morningstar's head of equities Andrew Doherty gives investors a breakdown of some quality, undervalued stocks outside the S&P/ASX 100.

27/07/2012 | 2:37 PM  Morningstar's Tony Sherlock takes a look at some suitable property securities that will help investors as they hunt for yield and seek to preserve capital against the negative global backdrop.

24/07/2012 | 2:37 PM  

20/07/2012 | 2:37 PM  With a lot of retirees confronting a number of risks, diversification remains the most appropriate strategy both before and during the twilight years, according to Morningstar's Peter Warnes.

12/07/2012 | 2:37 PM  With current volatility making the market a popular playground for short-sellers, Morningstar looks at what could be an early warning system for investors.

5/07/2012 | 2:37 PM  While Australian healthcare-related equities are usually thrown into the "defensive bucket," many also possess growth prospects that have the ability to increase total shareholder return, as Morningstar's Peter Warnes illustrates.

5/07/2012 | 2:37 PM  Morningstar's Mathew Hodge takes a look at potential merger activity across the market, evaluating both the predators and their possible prey.

28/06/2012 | 2:37 PM  In his bi-annual forecast, Ian Huntley helps guide investors through the key issues, trends and risks that will confront both the sharemarket and the economy over the next year.

28/06/2012 | 2:37 PM  While the trials and tribulations of the global economy don't appear to be going away any time soon, there is still value to found on the Australian bourse for investors willing to exercise some patience.

28/06/2012 | 2:37 PM  A team of Morningstar equities analysts provide in-depth outlooks for the resources, financials, and consumer & industrials sectors.

28/06/2012 | 2:37 PM  Morningstar head of equities Andrew Doherty explains the importance of having stocks with long-term competitive advantages in a portfolio, while also pointing out a handful that are attractively priced.

9/05/2011 | 2:37 PM  Building a robust investment portfolio is critical to achieving your investment objectives.

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