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Why moats matter : the Morningstar approach to stock investing

Author: Heather Brilliant; Elizabeth Collins; Morningstar, Inc.
Publisher: Hoboken, New Jersey : Wiley, [2014]
Edition/Format:   Print book : EnglishView all editions and formats
Database:WorldCat
Summary:
"Economic moats, referring to the advantages a company has over its competitors, are competitive structures that help great companies continue to be great investments. Stock in a company with a wide economic moat is usually a much safer investment. This book will: Introduce Morningstar's approach to investing Establish the difference between business quality and undervalued stocks Explain economic moat and its  Read more...
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Additional Physical Format: Online version:
Brilliant, Heather.
Why moats matter.
Hoboken, New Jersey : Wiley, [2014]
(DLC) 2014017196
Document Type: Book
All Authors / Contributors: Heather Brilliant; Elizabeth Collins; Morningstar, Inc.
ISBN: 9781118760239 1118760239
OCLC Number: 867603672
Notes: Includes index.
Description: xii, 228 pages : illustrations ; 24 cm
Contents: Machine generated contents note: ch. 1 Guiding Principles of Morningstar's Equity Research --
Question 1: How Can We Identify Which Businesses Are Great? --
Question 2: When Is the Best Time to Invest in Great Businesses? --
ch. 2 What Makes a Moat? --
Moat Sources --
Notes --
ch. 3 Why Moat Trends Matter --
Contributed by Stephen Ellis, a member of Morningstar's Economic Moat Committee and head of Financial Services equity research at Morningstar --
Moat Trends and Fundamental Performance --
Five Key Considerations for Moat Trends --
Intangibles --
Cost Advantage --
Switching Costs --
Network Effect --
Efficient Scale --
Best Practices for Moat Trend Analysis --
ch. 4 How Stewardship Affects Economic Moats --
Contributed by Todd Wenning, who oversees Morningstar's equity stewardship methodology --
Meet Our Stewardship Methodology --
Drilling Down --
ch. 5 Applying Moats to Dividend Investing. Contents note continued: Contributed by Josh Peters, director of equity-income strategy for Morningstar and editor of the Morningstar® DividendlnvestorSM newsletter --
Why Dividends Matter --
Which Dividends? --
ch. 6 The Importance of Valuation --
Contributed by Joel Bloomer, Matt Coffina, and Gareth James, members of Morningstar's Moat Committee and contributors to Morningstar's valuation methodology --
Valuation Concepts --
Cost of Capital and Returns on Capital --
Morningstar's Valuation Approach --
Example: Calculating ROIC --
Forecasting Future Free Cash Flows --
The Morningstar Rating[™] for Stocks --
Fair Value Uncertainty and Cost of Equity --
Notes --
ch. 7 Do Moat Ratings Predict Stock Returns? --
Contributed by Warren Miller, head of quantitative research at Morningstar --
ch. 8 Putting Moat and Valuation to Work: Portfolio Strategies --
Wide Moat Focus Index --
The Tortoise and Hare Portfolios --
ch. 9 Basic Materials --
Commodity Manufacturers. Contents note continued: Commodity Processors --
Metals and Mining --
ch. 10 Consumer --
Beverages --
Consumer Products --
Tobacco --
Restaurants --
Retail Defensive --
Specialty Retail --
Lodging --
Notes --
ch. 11 Energy --
Oil and Gas Drilling --
Oil and Gas Exploration and Production --
Oil and Gas Midstream --
Refining --
Oil and Gas Integrateds --
Engineering Services --
ch. 12 Financial Services --
Banks --
Capital Markets --
Credit Services --
Financial Exchanges --
Insurance --
ch. 13 Healthcare --
Pharmaceuticals --
Biotechnology --
Medical Devices --
Medical Instruments and Supplies --
Diagnostics and Research --
ch. 14 Industrials --
Railroads --
Airport Operators --
Aerospace and Defense --
Trucking and Marine Shipping --
Waste Management --
Heavy Equipment --
Diversified Industrials --
ch. 15 Technology --
Consumer Technology --
Enterprise Hardware Systems --
IT Services --
Semiconductors --
Software --
Telecom Services --
ch. 16 Utilities. Contents note continued: Regulated and Diversified Utilities --
Independent Power Producers.
Responsibility: Heather Brilliant, Elizabeth Collins.
More information:

Abstract:

Incorporate economic moat analysis for profitable investing Why Moats Matter is a comprehensive guide to finding great companies with economic moats, or competitive advantages. This book explains  Read more...

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