Morningstar Inc (MORN) 75.44 $MORN
Why Coach Has Been a Fashionable Buy
Kyle Vaughan, The Motley Fool - Motley Fool - Thu Apr 17, 6:51PM CDT
If you follow luxury retail companies, a search for commentary that bashes Coach and praises Michael Kors Holdings Ltd takes just a few seconds. The industry space is extremely competitive, and other names such as Kate Spade & Co and ...
Morningstar Canada Named One of the 2014 "Best Workplaces in Canada" by Great Place to Work® Institute Canada
CNW Group - Thu Apr 17, 8:00AM CDT
Great Place to Work(®) Institute Canada has named Morningstar Research Inc. (Morningstar Canada), a subsidiary of independent investment research provider Morningstar, Inc. (NASDAQ: MORN), as one of this year's Best Workplaces in Canada.
Does J.C. Penney Have a Competitive Advantage?
Brandy Betz, The Motley Fool - Motley Fool - Wed Apr 16, 12:16PM CDT
Consumer spending was up in March, according to new data from the National Retail Federation, or NRF. However, investors still shouldn't rush out to buy retail stocks. The long-term picture isn't as clear -- especially for department store chains...
Morningstar Credit Ratings, LLC Assigns 'MOR CS2' Commercial Mortgage Special Servicer Ranking for AEGON USA Realty Advisors, LLC
PR Newswire - Wed Apr 16, 10:16AM CDT
Morningstar Credit Ratings, LLC today assigned its 'MOR CS2' commercial mortgage special servicer ranking for AEGON USA Realty Advisors, LLC (AURA). The assigned special servicer ranking is based on the following factors:
Morningstar Reports U.S. Mutual Fund Asset Flows for March 2014
PR Newswire - Mon Apr 14, 12:13PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for March 2014. Investors added $39.2 billion to long-term mutual funds in March, driven by continued strong flows to developed international markets and a rebound in flows to intermediate-term bond funds. Morningstar estimates net flow by computing the change in assets not explained by the performance of the fund. Click here for a full explanation of Morningstar's methodology.
Morningstar Names Michael Holt Global Head of Equity and Corporate Credit Research
PR Newswire - Mon Apr 14, 10:18AM CDT
Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today announced that Michael Holt, CFA, has been named global head of equity and corporate credit research. He leads a global research team of approximately 120 analysts and strategists in North America, Europe, Asia, and Australia, and is responsible for standardizing and enhancing Morningstar's equity and corporate credit methodologies globally. Based in Chicago, Holt reports to Haywood Kelly, Morningstar's head of global research.
How are Chipotle Mexican Grill, Yum! Brands, and McDonald's Misleading You?
Leah Niu, The Motley Fool - Motley Fool - Sat Apr 12, 6:00AM CDT
The return on equity, or ROE, figures for Chipotle Mexican Grill, , Yum! Brands, , and McDonald's Corporation may seem simple: a bigger return is better, right? Not so fast, you've gotta dig a bit to really understand where that ROE percentage...
Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Eight Funds in March
PR Newswire - Fri Apr 11, 10:33AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating(TM) changes for several U.S. funds. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists--Gold, Silver, and Bronze--in addition to Neutral and Negative ratings.
Violet Diamant Joins Morningstar Credit Ratings, LLC as Managing Director, Asset-Backed Securities
PR Newswire - Mon Apr 07, 9:34AM CDT
Morningstar Credit Ratings, LLC today announced that Violet Diamant has joined the company as managing director of asset-backed securities (ABS) ratings and research. Diamant will lead Morningstar's expansion into ABS ratings services and is responsible for analytical strategy, establishing an analyst team, and developing ABS rating criteria. She is based in New York City and reports to Vickie Tillman, president of Morningstar Credit Ratings.
Will Debt Trouble the World's Most Profitable Company?
Rupert Hargreaves, The Motley Fool - Motley Fool - Fri Apr 04, 1:33PM CDT
Philip Morris International has a problem: debt. However, this is not a current issue. No, Philip Morris' debt is, at present, sustainable. It's the company's future that I'm worried about. You see, Philip Morris has recently been borrowing more...
Morningstar Announces Availability of Proxy Materials for 2014 Annual Shareholders' Meeting
PR Newswire - Thu Apr 03, 2:33PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that the proxy materials for its 2014 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule.
Morningstar Credit Ratings, LLC Affirms 'MOR CS2' Commercial Mortgage Primary Servicer Ranking for Situs; Raises Special Servicer Ranking to 'MOR CS1'
PR Newswire - Wed Apr 02, 9:22AM CDT
Morningstar Credit Ratings, LLC today affirmed its 'MOR CS2' commercial mortgage primary servicer ranking for Situs Asset Management LLC, and raised its commercial mortgage special servicer ranking for Situs Holdings, LLC to 'MOR CS1' from 'MOR CS2.' The affirmed primary servicer ranking and raised special servicer ranking are based on the following factors:
Morningstar announces acquisition of ByAllAccounts for USD28m
M2 - Wed Apr 02, 6:17AM CDT
US-based investment research firm, Morningstar Inc (NASDAQ:MORN), acquired provider of data aggregation technology for financial applications, ByAllAccounts Inc, for USD28m, it reported on Tuesday.
Natural Resources Lead as Equity Funds Post Strong Results in First Quarter of 2014, Morningstar Canada Data Show
CNW Group - Wed Apr 02, 6:00AM CDT
Equity funds in Canada displayed mostly positive performance in the first quarter of 2014, with the bulk of the gains coming in February while January and March results were mostly flat. All but one of the 21 Morningstar Canada Fund Indices that measure the aggregate returns of equity funds were up during the quarter, with 13 of the indices increasing by 4% or more. Fixed-income funds were also in positive territory for the quarter, with most of their gains coming in January, according to preliminary performance data today released by Morningstar Canada.
Morningstar, Inc. Acquires ByAllAccounts, Inc., Provider of Innovative Data Aggregation Technology for Financial Applications
PR Newswire - Tue Apr 01, 3:11PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today acquired ByAllAccounts, Inc., a provider of innovative data aggregation technology for financial applications.
Morningstar, Inc. to Announce First-Quarter 2014 Financial Results on April 23
PR Newswire - Mon Mar 24, 10:10AM CDT
Morningstar, Inc. (NASDAQ: MORN) plans to report its first-quarter 2014 financial results after the market closes on Wednesday, April 23, 2014. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
Morningstar Credit Ratings Assigns Preliminary Ratings for Colony American Homes 2014-1 (CAH 2014-1)
PR Newswire - Thu Mar 20, 8:48AM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings to four classes of single-family rental pass-through certificates from Colony American Homes 2014-1 (CAH 2014-1), a single-family rental securitization. CAH 2014-1 is the second issuance of rated bonds backed by the cash flows and value of single-family rental properties. The preliminary ratings are based on information known to Morningstar as of March 20, 2014.
Morningstar Publishes Findings from Latest Study of Asset Managers' Fund Stewardship Practices
PR Newswire - Thu Mar 20, 7:30AM CDT
New research from Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, reinforces that asset managers with good fund stewardship practices have produced better outcomes for investors. Morningstar analysts examined stewardship practices alongside the firms' success ratios, which Morningstar defines as the percentage of a firm's funds that have survived and outperformed the median fund in a respective category, considering the funds' total returns as well as risk-adjusted returns.
Morningstar Credit Ratings Assigns Preliminary Ratings for Wells Fargo Commercial Mortgage Trust 2014-TISH, Commercial Mortgage Pass-Through Certificates, Series 2014-TISH (WFCM 2014-TISH)
PR Newswire - Mon Mar 17, 4:25PM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings for the commercial mortgage-backed securities (CMBS) transaction Wells Fargo Commercial Mortgage Trust 2014-TISH, Commercial Mortgage Pass-Through Certificates, Series 2014-TISH (WFCM 2014-TISH). The preliminary ratings are based on information known to Morningstar as of March 17, 2014.
Morningstar Reports U.S. Mutual Fund Asset Flows for February 2014
PR Newswire - Wed Mar 12, 2:41PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for February 2014. Investor confidence continued to drive inflows during the month. Long-term mutual funds attracted $45.5 billion, topping January inflows of $40.9 billion. Improvements in taxable- and municipal-bond fund flows boosted overall flows; both category groups saw their strongest monthly intakes in nearly one year. Morningstar estimates net flow by computing the change in assets not explained by the performance of the fund. Click here for a full explanation of Morningstar's methodology.
Why Coach Has Been a Fashionable Buy
Kyle Vaughan, The Motley Fool - Motley Fool - Thu Apr 17, 6:51PM CDT
If you follow luxury retail companies, a search for commentary that bashes Coach and praises Michael Kors Holdings Ltd takes just a few seconds. The industry space is extremely competitive, and other names such as Kate Spade & Co and ...
Morningstar Canada Named One of the 2014 "Best Workplaces in Canada" by Great Place to Work® Institute Canada
CNW Group - Thu Apr 17, 8:00AM CDT
Great Place to Work(®) Institute Canada has named Morningstar Research Inc. (Morningstar Canada), a subsidiary of independent investment research provider Morningstar, Inc. (NASDAQ: MORN), as one of this year's Best Workplaces in Canada.
Does J.C. Penney Have a Competitive Advantage?
Brandy Betz, The Motley Fool - Motley Fool - Wed Apr 16, 12:16PM CDT
Consumer spending was up in March, according to new data from the National Retail Federation, or NRF. However, investors still shouldn't rush out to buy retail stocks. The long-term picture isn't as clear -- especially for department store chains...
Morningstar Credit Ratings, LLC Assigns 'MOR CS2' Commercial Mortgage Special Servicer Ranking for AEGON USA Realty Advisors, LLC
PR Newswire - Wed Apr 16, 10:16AM CDT
Morningstar Credit Ratings, LLC today assigned its 'MOR CS2' commercial mortgage special servicer ranking for AEGON USA Realty Advisors, LLC (AURA). The assigned special servicer ranking is based on the following factors:
Morningstar Reports U.S. Mutual Fund Asset Flows for March 2014
PR Newswire - Mon Apr 14, 12:13PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for March 2014. Investors added $39.2 billion to long-term mutual funds in March, driven by continued strong flows to developed international markets and a rebound in flows to intermediate-term bond funds. Morningstar estimates net flow by computing the change in assets not explained by the performance of the fund. Click here for a full explanation of Morningstar's methodology.
Morningstar Names Michael Holt Global Head of Equity and Corporate Credit Research
PR Newswire - Mon Apr 14, 10:18AM CDT
Morningstar, Inc., (NASDAQ: MORN), a leading provider of independent investment research, today announced that Michael Holt, CFA, has been named global head of equity and corporate credit research. He leads a global research team of approximately 120 analysts and strategists in North America, Europe, Asia, and Australia, and is responsible for standardizing and enhancing Morningstar's equity and corporate credit methodologies globally. Based in Chicago, Holt reports to Haywood Kelly, Morningstar's head of global research.
How are Chipotle Mexican Grill, Yum! Brands, and McDonald's Misleading You?
Leah Niu, The Motley Fool - Motley Fool - Sat Apr 12, 6:00AM CDT
The return on equity, or ROE, figures for Chipotle Mexican Grill, , Yum! Brands, , and McDonald's Corporation may seem simple: a bigger return is better, right? Not so fast, you've gotta dig a bit to really understand where that ROE percentage...
Morningstar Upgrades Analyst Rating for Four U.S. Funds, Downgrades Eight Funds in March
PR Newswire - Fri Apr 11, 10:33AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced Morningstar Analyst Rating(TM) changes for several U.S. funds. The Morningstar Analyst Rating for funds represents Morningstar's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term. The five-tiered, qualitative Morningstar Analyst Rating scale has three positive levels, indicating Morningstar Medalists--Gold, Silver, and Bronze--in addition to Neutral and Negative ratings.
Violet Diamant Joins Morningstar Credit Ratings, LLC as Managing Director, Asset-Backed Securities
PR Newswire - Mon Apr 07, 9:34AM CDT
Morningstar Credit Ratings, LLC today announced that Violet Diamant has joined the company as managing director of asset-backed securities (ABS) ratings and research. Diamant will lead Morningstar's expansion into ABS ratings services and is responsible for analytical strategy, establishing an analyst team, and developing ABS rating criteria. She is based in New York City and reports to Vickie Tillman, president of Morningstar Credit Ratings.
Will Debt Trouble the World's Most Profitable Company?
Rupert Hargreaves, The Motley Fool - Motley Fool - Fri Apr 04, 1:33PM CDT
Philip Morris International has a problem: debt. However, this is not a current issue. No, Philip Morris' debt is, at present, sustainable. It's the company's future that I'm worried about. You see, Philip Morris has recently been borrowing more...
Morningstar Announces Availability of Proxy Materials for 2014 Annual Shareholders' Meeting
PR Newswire - Thu Apr 03, 2:33PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced that the proxy materials for its 2014 Annual Shareholders' Meeting are now available electronically under the Securities and Exchange Commission's Notice and Access rule.
Morningstar Credit Ratings, LLC Affirms 'MOR CS2' Commercial Mortgage Primary Servicer Ranking for Situs; Raises Special Servicer Ranking to 'MOR CS1'
PR Newswire - Wed Apr 02, 9:22AM CDT
Morningstar Credit Ratings, LLC today affirmed its 'MOR CS2' commercial mortgage primary servicer ranking for Situs Asset Management LLC, and raised its commercial mortgage special servicer ranking for Situs Holdings, LLC to 'MOR CS1' from 'MOR CS2.' The affirmed primary servicer ranking and raised special servicer ranking are based on the following factors:
Morningstar announces acquisition of ByAllAccounts for USD28m
M2 - Wed Apr 02, 6:17AM CDT
US-based investment research firm, Morningstar Inc (NASDAQ:MORN), acquired provider of data aggregation technology for financial applications, ByAllAccounts Inc, for USD28m, it reported on Tuesday.
Natural Resources Lead as Equity Funds Post Strong Results in First Quarter of 2014, Morningstar Canada Data Show
CNW Group - Wed Apr 02, 6:00AM CDT
Equity funds in Canada displayed mostly positive performance in the first quarter of 2014, with the bulk of the gains coming in February while January and March results were mostly flat. All but one of the 21 Morningstar Canada Fund Indices that measure the aggregate returns of equity funds were up during the quarter, with 13 of the indices increasing by 4% or more. Fixed-income funds were also in positive territory for the quarter, with most of their gains coming in January, according to preliminary performance data today released by Morningstar Canada.
Morningstar, Inc. Acquires ByAllAccounts, Inc., Provider of Innovative Data Aggregation Technology for Financial Applications
PR Newswire - Tue Apr 01, 3:11PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today acquired ByAllAccounts, Inc., a provider of innovative data aggregation technology for financial applications.
Morningstar, Inc. to Announce First-Quarter 2014 Financial Results on April 23
PR Newswire - Mon Mar 24, 10:10AM CDT
Morningstar, Inc. (NASDAQ: MORN) plans to report its first-quarter 2014 financial results after the market closes on Wednesday, April 23, 2014. The company does not hold analyst conference calls; however, investors may submit written questions to Morningstar at investors@morningstar.com.
Morningstar Credit Ratings Assigns Preliminary Ratings for Colony American Homes 2014-1 (CAH 2014-1)
PR Newswire - Thu Mar 20, 8:48AM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings to four classes of single-family rental pass-through certificates from Colony American Homes 2014-1 (CAH 2014-1), a single-family rental securitization. CAH 2014-1 is the second issuance of rated bonds backed by the cash flows and value of single-family rental properties. The preliminary ratings are based on information known to Morningstar as of March 20, 2014.
Morningstar Publishes Findings from Latest Study of Asset Managers' Fund Stewardship Practices
PR Newswire - Thu Mar 20, 7:30AM CDT
New research from Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, reinforces that asset managers with good fund stewardship practices have produced better outcomes for investors. Morningstar analysts examined stewardship practices alongside the firms' success ratios, which Morningstar defines as the percentage of a firm's funds that have survived and outperformed the median fund in a respective category, considering the funds' total returns as well as risk-adjusted returns.
Morningstar Credit Ratings Assigns Preliminary Ratings for Wells Fargo Commercial Mortgage Trust 2014-TISH, Commercial Mortgage Pass-Through Certificates, Series 2014-TISH (WFCM 2014-TISH)
PR Newswire - Mon Mar 17, 4:25PM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings for the commercial mortgage-backed securities (CMBS) transaction Wells Fargo Commercial Mortgage Trust 2014-TISH, Commercial Mortgage Pass-Through Certificates, Series 2014-TISH (WFCM 2014-TISH). The preliminary ratings are based on information known to Morningstar as of March 17, 2014.
Morningstar Reports U.S. Mutual Fund Asset Flows for February 2014
PR Newswire - Wed Mar 12, 2:41PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund asset flows for February 2014. Investor confidence continued to drive inflows during the month. Long-term mutual funds attracted $45.5 billion, topping January inflows of $40.9 billion. Improvements in taxable- and municipal-bond fund flows boosted overall flows; both category groups saw their strongest monthly intakes in nearly one year. Morningstar estimates net flow by computing the change in assets not explained by the performance of the fund. Click here for a full explanation of Morningstar's methodology.
