Morningstar StockInvestor Newsletter
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.
Click here to see our track record »
Free Investing Booklet
The Buying Core Stocks the Morningstar StockInvestor Way supplement will help you make the most of your StockInvestor subscription as well as give you an inside look at how Morningstar values stocks.
StockInvestor Online
Access to
Morningstar StockInvestor's companion Web site, where you can download the current issue before it arrives in your mailbox. You can also read the latest news about the stocks Paul follows, get up-to-date ratings, track daily performance of the portfolios and stocks in the Watchlist, and manage your portfolio alerts.
E-mail Alerts
Whenever Paul makes a change to the portfolios, you will receive an e-mail notice keeping you abreast of the situation. Paul will also send you an e-mail with his opinions about events and/or changes related to the companies on the Watchlist and in his portfolios, as well as his thoughts on the market.
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The Morningstar Guarantee
If you are unhappy with our newsletter for any reason, cancel within 30 days of the start date by calling toll free, 1-866-910-1145 for a full refund. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.
What is the goal of the Tortoise Portfolio?
The Tortoise Portfolio has two goals: to outperform the S&P 500 index and to generate positive returns regardless of the broad market environment. Companies in this portfolio tend to be large, moderate to low risk, and slow growing. We aim for all the companies here to have an economic moat.
What is the goal of the Hare Portfolio?
The Hare Portfolio has two goals: to outperform the S&P 500 Index and to generate positive returns regardless of the broad market environment. Companies in this portfolio tend to be small or fast growing, or have a high risk/return proposition. All companies here have an economic moat.
Paul Larson, Equities Strategist, Editor, Morningstar StockInvestor
Upcoming Appearances:
Nov 5-6, 2009
Morningstar 2009 Stocks Forum
Click for more »
As editor of Morningstar's
StockInvestor newsletter, Paul Larson manages the publication's two real-money, market-beating model portfolios: the Tortoise and the Hare. Paul was previously an energy stock analyst and led Morningstar's dozen analysts who cover natural resource companies.
Paul was also the lead writer and editor of Morningstar's three educational books on stock investing - How to Get Started in Stocks, How to Select Winning Stocks, and How to Refine Your Stock Strategy.
Prior to joining Morningstar in 2002, Paul was a writer/analyst with The Motley Fool for five years. Paul earned a bachelor's degree in bioengineering from the University of Illinois at Chicago and also spent two years in the university's medical school before switching career tracks.
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