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Currently viewing the tag: "Morningstar"

BetterInvesting Weekly Stock Screen 10-1-12

On October 1, 2012 By BetterInvesting, Empowering Investors Since 1951
Stock Screens

This stock screen was originally published in the October 1, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of September 28:

Reduced shares outstanding over each of the past five years.

Free cash flow has increased [...]

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BetterInvesting Weekly Stock Screen 9-24-12

On September 24, 2012 By cindyk
Stock Screens

This stock screen was originally published in the September 24, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of September 14:

5-year EPS and revenue growth of 15% a year or more.

EPS R2 of at least 0.90.

Projected [...]

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BetterInvesting Weekly Stock Screen 8-27-12

On August 27, 2012 By BetterInvesting, Empowering Investors Since 1951
BetterInvesting Weekly Stock Screen

This stock screen was originally published in the August 27, 2012 edition of the BetterInvesting Weekly newsletter and is based onMorningstar data for companies that met the following criteria as of August 27:

Dividend yields are at least 3%.

Companies haven’t cut their dividend in the past 5 years.

Companies [...]

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BetterInvesting Weekly Stock Screen 7-30-12

On July 30, 2012 By BetterInvesting, Empowering Investors Since 1951
BetterInvesting Weekly Stock Screen

This stock screen was originally published in the July 30, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of July 30:

Companies are in Morningstar’s Small Growth universe.

3-year revenue and EPS growth of at least 12% [...]

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BetterInvesting Weekly Stock Screen 7-16-12

On July 16, 2012 By BetterInvesting, Empowering Investors Since 1951
BetterInvesting Weekly Stock Screen

This stock screen was originally published in the July 16, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of July 16:

3-year sales and EPS growth of more than 12 percent.

Estimates for annual 5-year EPS growth [...]

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Finally, Fund Investors Are Getting the Message

On July 5, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
Mutual Funds_Message

From the Mutual Fund Informer’s blog:

Fees and expenses play important roles in reducing an investor’s overall returns. But recent research from the Investment Company Institute and Morningstar Inc. show that investors are continuing to pay less on average for their funds.

The Investment Company Institute recently published its “Trends in the [...]

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BetterInvesting Weekly Stock Screen 6-18-12

On June 18, 2012 By BetterInvesting, Empowering Investors Since 1951
BetterInvesting Weekly Stock Screen

This stock screen was originally published in the June 18, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of June 18:

Data from Morningstar using Stock Prospector.

5-year EPS growth rate of 15% or more.

[...]
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Investors Moving to ETFs

On June 12, 2012 By Craig Guillot, Contributor, BetterInvesting Magazine
Investors-ETFs

As the number of exchange-traded funds has exploded in recent years, more investors are turning to them for lower fees and niche exposure. Some analysts say that’s also because of underwhelming performance in many actively managed funds. According to recent data from Bloomberg, only four of Janus’ 20 biggest stock-oriented funds beat [...]

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BetterInvesting Weekly Stock Screen 6-11-12

On June 11, 2012 By BetterInvesting, Empowering Investors Since 1951
BetterInvesting Weekly Stock Screen

This stock screen was originally published in the June 11, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of June 11:

Fair Value rating of 90% or less of the current stock price.

Economic Moat rating [...]

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BetterInvesting Weekly Stock Screen 5-28-12

On May 29, 2012 By BetterInvesting, Empowering Investors Since 1951
BetterInvesting Weekly Stock Screen

This stock screen was originally published in the May 28, 2012 edition of the BetterInvesting Weekly newsletter and is based on Morningstar data for companies that met the following criteria as of May 24:

Foreign companies with stocks available in the U.S.

3-year sales and earnings growth of [...]

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Information provided is for educational purposes only. No investing recommendations are expressed or implied.

TOPICS

  • BetterInvesting Announcements (48)
  • BetterInvesting News (114)
  • Capitalism (2)
  • Currency (1)
  • Dividends (6)
  • Financial Markets (60)
  • First Cut (1)
  • History of Capitalism (1)
  • Income Inequality (1)
  • Investing (239)
  • Investing Events (22)
  • Investing News (111)
  • Investment Clubs (33)
  • Investment Education (137)
  • Mutual Fund Informer (1)
  • Mutual Funds (46)
  • Personal Finance (149)
  • RetailInvestorConferences.com (5)
  • Retirement (11)
  • Retirement (3)
  • Retirement Planning (1)
  • Screening Tools (27)
  • Small-Cap (12)
  • SmallCap Informer (13)
  • Stock Screens (64)
  • Stock Studies (92)
  • Tax Information (3)
  • Taxes (3)
  • Top 100 (1)
  • Uncategorized (17)

RECENT POSTS

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  • Nebraska Investment Club’s Roaring Success Pays for Member’s Dream African Safari

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