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Morningstar StockInvestor Newsletter
Morningstar, May 2012
Buying Core Holdings at a Discount
Morningstar StockInvestor invests in companies with established competitive advantages and generous free cash flows, trading at discounts to their intrinsic values. These are core holdings, with more conservative ideas appearing in the Tortoise Portfolio and more aggressive ideas in the Hare Portfolio. We expect both portfolios to beat broad U.S. stock index benchmarks, such as the S&P 500, over rolling three-year periods.
Given our focus on wide-moat companies, StockInvestor's model portfolios are poised to thrive in any economic climate. And thrive they have. For eight years, our picks have greatly outperformed the S&P 500.
Monthly Issues
Each issue will include Editor Paul Larson's discussion of his latest changes to the portfolios and the Wide-Moat Watchlist, a rundown of new stocks on his radar screen, notes from visits to Paul's favorite companies, comprehensive data on wide-moat companies, and many other insights from our large stock analyst staff that will make you a better-informed investor.
Our Strategy in Action
Our investment process is completely transparent, totally accountable, and easy to implement in your own portfolio. And we stand behind our picks. That's why Paul personally follows every buy/sell recommendation he makes to subscribers in StockInvestor's two real-money model portfolios.
Please note: This is for a single monthly issue. You will receive the most recent issue available at the time of your order.
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