This website uses cookies to collect usage information in order to offer a better browsing experience. By browsing this site or by clicking on the "ACCEPT COOKIES" button you accept our Cookie Policy.

Morningstar provides a constant source for investment ideas with our comprehensive analyst reports on equities, ETFs, and credit ratings from more than 100 analysts. U.S. Interactive Brokers clients can sign up for a free trial of these reports in Account Management.

Morningstar

January 22, 2021

When Diversification Backfires

Your investment plan lineup is not a buffet table–the dangers of naïve diversification. There are times when the general principle of diversification can work against investors

Read More
Morningstar

January 13, 2021

7 Stocks for Quality Seekers

How has this cluster of high-quality names performed over time? Pretty well: The index has beaten the S&P 500 during the trailing three-, five-, and 10-year periods as of this writing.

Read More
Morningstar

December 18, 2020

Morningstar’s Take on Tesla

Tesla (TSLA) has a chance to be the dominant electric vehicle company in the long term. It is a leading autonomous vehicle player as well as a vertically integrated sustainable energy company with energy generation and storage products.

Read More
Morningstar

December 11, 2020

COVID-19 Will Stress Berkshire

COVID-19 will stress Berkshire, but the crisis will also accelerate the company’s evolution from a reinvestment machine to one returning more capital to shareholders.

Read More
Morningstar

November 6, 2020

2 Undervalued FAANG Stocks

Morningstar boosted it’s fair value estimates on four of the five FAANG stocks during the past couple of weeks as a result of new information that surfaced in their earnings reports and/or calls.

Read More
Morningstar

October 23, 2020

Baby Bonds Are Back

The reception and implementation of baby bonds has been a mixed bag up to this point, but learning from our past experiences could help this next attempt be more successful than its predecessors.

Read More
Morningstar

October 2, 2020

10 High-Quality Stocks on Sale

Here’s a peek at the most undervalued constituents of the Morningstar Wide Moat Focus Index–as well as names that have been added and cut.

Read More
Morningstar

September 23, 2020

Is Tesla’s Stock Price Crazy or Merely Aggressive?

In case you hadn’t noticed (unlikely), Tesla’s (TSLA) stock has levitated. Over the past 12 months, it has gained a cool 808%. If Tesla’s stock continues to increase at that rate, the company will become worth more than all other publicly traded businesses in the world, combined, by autumn 2022.

Read More
Morningstar

September 2, 2020

The Four Levels of Income

By John Rekenthaler’s count, there are four primary varieties of “income”. They are growth, presevation, erosion, and exit.

Read More
trading top