Morningstar Reviews and details

Social recommendations and mentions

• The Palo Alto Research Center (PARC) Will Join SRI International

  TIL there is an investment oriented news site called https://morningstar.com. Was struggling to figure out why the Communist Party of Great Britain’s newspaper (https://www.morningstaronline.co.uk/) would have relevant coverage of this topic. Although I suppose the machinations of the Silicon Valley/US government research establishment have probably been of intense interest to international socialism since the... - Source: Hacker News / about 1 month ago

• just saw a post on stocktwits of xela quarter four financials , and they look really bad

  Why not just post a screenshot? Do you work for morningstar.com and are trying to get us to subscribe? How about you subscribe to my sites CaptiveClinic.com and GirlsGoneGyno.com to see my porn?!? - Source: Reddit / 3 months ago

• Vanguard ETF Clarification

  Yes, that's correct. I have vxus. Check morningstar.com portofolio tab for more info. - Source: Reddit / 3 months ago

• Most of my Dividends are monthly. Should I change to some Quarterly

  Morningstar.com has pretty good no hype articles and fund analysis. - Source: Reddit / 4 months ago

• Why does VOO so dramatically out-perform SVSPX if they're both S&P 500 funds?

  For future reference you can go to morningstar.com, enter a ticker, click "Chart," and then "compare" to enter a second ticker. Your result is a comparison of total return, not share price. - Source: Reddit / 4 months ago

• Question about similar index funds

  Goto Yahoo finance or morningstar.com and compare the history, results, cost, dividends and what the largest holdings are. - Source: Reddit / 4 months ago

• VOO, VB, VXUS

  According to Morningstar.com, VB is 40% mid-caps, 50% small, and 10% micro. VOO also has about 18% mid caps in it. Because of that, I left out VO. VB might be called "small" but it's really smedium. So with VOO/VB you can have the entire US market in my opinion with the ability to weight them how you want, over the years. - Source: Reddit / 4 months ago

• Stick or twist with vanguard? (Recession advice)

  Vanguard recently announced that they will continue to invest in fossil fuels so if you're concerned about that then find an alternative fund (BTW Blackrock also made the same announcement). If you want a replacement then you can use morningstar.com and trustnet.com to identify possible substitutes but will require a bit of research time. - Source: Reddit / 7 months ago

• Question for a begginner- What are some good websites that are free or cheap, where you can view a company's financials info

  For a quick overview (if you're searching for companies or want to have a quick impression of the financial statements) you could use morningstar.com or finance.yahoo.com (free versions are totally fine). - Source: Reddit / 11 months ago

• Morningstar no longer has key ratios anyone have a replacement that is easy to use and is still free?

  So morningstar.com killed its key Ratios. A service I was using daily. Just out of the blue they removed it and I don't have a replacement. It was so valuable to providing a quick glance at a company before I'd invest in it. Do you guys know of a similar service? I'd pay pay for this also but morningstar doesn't even offer that as an option anymore. - Source: Reddit / 11 months ago

• Politics and stock valuations:

  Raw data from morningstar.com // compilation made by me. - Source: Reddit / about 1 year ago

• Morningstar.ca missing performance chart

  Adding to my own comments - morningstar.com works fine problem is only with morningstar.ca. - Source: Reddit / about 1 year ago

• Critical Analysis of Meta

  There was a brief period on morningstar.com where Meta was analyzed as being 50% of it's fair value, and then they looked at it again and now it's okay. Does anyone have an explanation for what happened? I understand that the company had earnings below what we were hoping for. - Source: Reddit / about 1 year ago

• What don't you like about the Morningstar website?

  I will be talking one-on-one with the Product Managers over morningstar.com this coming week. They asked me to come with questions prepared. I wanted to come to r/investing to ask you all:. - Source: Reddit / about 1 year ago

• MIL cashed out account FOB of my wife; I’m stuck with the tax bill.

  Also, the fact that they are mutual funds means your cap gains are probably lower than what you think they are. If you know the funds, you can look up the cap gain distribution rate on morningstar.com (if it's still a free feature - sorry.. it's been a while for me lol). - Source: Reddit / about 1 year ago

• Non reit (ph) stocks that have history of regular cash dividends?

  You can research it yourself by googling in one by one. For example you want to check DMC's dividend history, google mo "DMC dividend history" then click mo yung link ng morningstar.com tapos dun makikita mo yung past few years and you can check for yourself which is most consistent. - Source: Reddit / over 1 year ago

• Similar Sites to Morningstar.ca for "key ratios"

  Note if you're not sure what I'm talking about go to morningstar.com for the same key ratios by only for US stocks. - Source: Reddit / over 1 year ago

• Why is Palantir always one of the most actively traded stocks on a daily basis?

  On morningstar, at the top of the page, it lists the most active tickers each day. The vast majority of time, going back to DPO date, Palantir is one of the most actively traded stocks on the market. I never see any other stocks that make this list so frequently. - Source: Reddit / over 1 year ago

• HBR Financial Calendar: interesting times ahead

  April: re-evaluation of HBR by data providers, stockscreeners (simplywall.st, barchart.com, stockopedia.com, morningstar.com, marketscreener.com, marketwatch.com etc. ) and algos finally working with the right numbers to evaluate HBR. - Source: Reddit / over 1 year ago

• Morningstar.ca Key Ratios

  Wow thank you so much for this! I was trying to guess the url based on the morningstar.com website to no success. - Source: Reddit / over 1 year ago

• Convince my Wife of the Bogleheads Method

  A good place to start is to start independently tracking your returns and comparing them to indexes. Personally I use morningstar.com to track my portfolio - I can put in when I buy and sell things and it will track my returns and graph them against various indices. Of course since I follow a Boglehead strategy my portfolio follows the index pretty closely. But its important to realize how much of the gains your... - Source: Reddit / over 1 year ago