The OMG Tell Me More Market Analysis
Odds are if you have dealt with stocks, then you probably visited Morningstar a time or two. Known as one of the premier investment research sites, it took me some time before I finally realized how useful Morningstar actually is.
If you are are really looking for some long-term investments, then Morningstar’s tools and resources will help you learn everything you ever wanted to know about a stock or fund.
There are a couple good newsletters that Morningstar produces.
StockInvestor Newsletter
StockInvestor features two market-beating portfolios: the Tortoise, which holds large, less-risky stocks for conservative investors, and the Hare, which holds stocks suitable for those looking to be more aggressive. Both portfolios concentrate on quality companies with wide economic moats.
Key features:
- Market-beating portfolios
- Core and international stock watch lists
- Buy and sell guidance
- Detailed stock analysis
- Subscribers-only Web site
- E-mail alert service
Pricing:
3 Month Starter Subscription – Delivered electronically
$34.95 Now only $14.95
DividendInvestor Newsletter
Morningstar DividendInvestor features two portfolios, each with distinctive objectives.
Builder Portfolio:
To earn annual returns of 11%-13% over any three- to five-year rolling time horizon. This objective is composed of: 2%-4% current yield and 8%-10% annual income growth.
Harvest Portfolio:
To earn annual returns of 9%-11% over any three- to five-year rolling time horizon. This objective is composed of: 6%-8% current yield and 2%-4% annual income growth.
Key features:
- Dividend payment schedules for portfolio holdings
- In-depth analysis of current and potential investments
- Commentary of dividend trends and strategies
- Dividends in peril
- E-mail alert service
Pricing:
Electronic Edition
Quarterly Membership: $44.95
Annual Membership: $149 ($139 for Morningstar.com Premium Members)
OpportunisticInvestor Newsletter
We typically look for upside potential that is many times the downside risk, and prefer stocks with identifiable catalysts to unlock value.
Key features:
- Ongoing updates to the six-figure, real-money Mosaic Portfolio
- Frequent and flowing commentary
- Research, analysis, and news on the market and companies with special emphasis on the events and legwork that inform our decisions to buy, sell, or steer clear
- E-mail updates on transactions
Pricing:
Annual Online Subscription
$159.00 USD
$149.00 USD for Morningstar.com Premium Members
Monthly Online Subscription
$15.95 USD