Apr 19, 2014
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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 aim to have both portfolios 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 more than 11 years, our picks have greatly outperformed the S&P 500.

Monthly Issues
Each issue will include Editor Matthew Coffina'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 Matt'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. Each buy/sell recommendation Matt makes to subscribers is reflected in StockInvestor's two model portfolios with Morningstar’s money.
Click here to see our track record »

Free Bonus Reports
The Morningstar Guide to Wide-Moat Stock Investing
This guide explains the basics of Matt's investment approach and will give an inside look at how Morningstar analyzes stocks.
StockInvestor Subscriber’s Manual
This manual is intended to get you up to speed on everything included in your new subscription and how to put our recommendations to work in your own portfolio.

Morningstar StockInvestor for iPad
Tap into our proven wide-moat stock strategy at anytime from anywhere. Your subscription includes unrestricted access to the Morningstar StockInvestor for iPad app. You'll have access to complete content, current data (connected right from any article you're reading), comprehensive search across your downloaded library, and the ability to share articles at your fingertips.

Learn More »

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 Matt 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 Matt makes a change to the portfolios, you will receive an e-mail notice keeping you abreast of the situation. Matt 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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