Morningstar StockInvestor

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May 23, 2013

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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.

What You'll Get Performance About the Editor Testimonials

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 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.

New! 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.

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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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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 You'll Get Performance About the Editor Testimonials

What is the goal of the Tortoise Portfolio?
The Tortoise Portfolio aims to outperform the S&P 500 index over time. Companies in this portfolio tend to be mature, relatively slow-growing, and with moderate to low risk. New purchases must have an economic moat, preferably wide. We attempt to tilt the portfolio toward companies with at least stable competitive advantages (stable moat trends).

What is the goal of the Hare Portfolio?
The Hare Portfolio aims to outperform the S&P 500 index over time. Companies in this portfolio tend to be faster-growing, with both higher risk and higher return potential than those in the Tortoise. New purchases must have an economic moat, preferably wide. We attempt to tilt the portfolio toward companies with growing competitive advantages (positive moat trends).

What You'll Get Performance About the Editor Testimonials

Matthew Coffina, CFA
Editor, Morningstar StockInvestor

As editor of Morningstar's StockInvestor newsletter, Matthew Coffina manages the publication's two real-money, market-beating model portfolios -- the Tortoise and the Hare. Matt was previously a senior healthcare analyst, covering managed care and pharmaceutical services companies. Matt also developed the discounted cash flow model used by Morningstar analysts to assign fair value estimates to most of the companies in its global coverage universe.

Matt joined Morningstar in 2007. He holds a bachelor's degree in economics from Oberlin College and also holds the Chartered Financial Analyst (CFA) designation.

What You'll Get Performance About the Editor Testimonials

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