Morningstar Inc (MORN) 75.16 $MORN
Why Isn't Berkshire Hathaway Inc. Buying More Internationally?
Brendan Mathews, The Motley Fool - Motley Fool - Sun May 11, 6:51PM CDT
Photo: Matt Koppenhoffer, The Motley Fool. Every year, thousands of investors flock to Omaha to hear the wisdom of Warren Buffett and Charlie Munger. For as long as six hours, with only one break for lunch, the two business legends take questions...
Investment Metrics, LLC Expands Executive Team, Board of Directors
Marketwire - Thu May 08, 8:03AM CDT
Investment Metrics, LLC (www.invmetrics.com), a global provider of investment analytics and reporting solutions for investment professionals announced today that Thomas Carlson joined the firm as Vice President to lead sales and marketing, and appointed Gerry Mintz, PhD to the firm's Board of Directors. Both positions are new.
Morningstar Credit Ratings Assigns Preliminary Ratings for CGBAM Commercial Mortgage Trust 2014-HD, Commercial Mortgage Pass-Through Certificates, Series 2014-HD (CGBAM 2014-HD)
PR Newswire - Wed May 07, 12:21PM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings for the commercial mortgage-backed securities (CMBS) transaction CGBAM Commercial Mortgage Trust 2014-HD, Commercial Mortgage Pass-Through Certificates, Series 2014-HD (CGBAM 2014-HD). The preliminary ratings are based on information known to Morningstar as of May 6, 2014.
Morningstar Credit Ratings Assigns Preliminary Ratings for American Homes 4 Rent 2014-SFR1 (AH4R 2014-SFR1)
PR Newswire - Wed May 07, 8:59AM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings to six classes of single-family rental pass-through certificates from American Homes 4 Rent 2014-SFR1 (AH4R 2014-SFR1), a single-family rental securitization. AH4R 2014-SFR1 is the third 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 May 7, 2014.
Morningstar Upgrades Analyst Rating for Six U.S. Funds, Downgrades Eight Funds in April
PR Newswire - Tue May 06, 8:26AM 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.
Morningstar Credit Ratings, LLC Assigns 'MOR RV1' Residential Vendor Ranking for Carrington Property Services, LLC as a Single-Family Rental Property Manager, Residential Real Estate Owned Asset Manager
PR Newswire - Tue May 06, 8:18AM CDT
Morningstar Credit Ratings, LLC today assigned its 'MOR RV1' residential vendor ranking for Carrington Property Services, LLC (CPS) as a residential single-family rental property manager and as a residential real estate owned (REO) asset manager. The assigned rankings are based on the following factors:
Morningstar Announces Speakers, Agenda for 26th Annual Investment Conference
PR Newswire - Mon May 05, 8:45AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is hosting its 26th annual investment conference for financial advisors Wednesday, June 18 through Friday, June 20, at McCormick Place Convention Center in Chicago.
Natural Resources Continue to Push Canadian Equity Funds Higher in April, Morningstar Canada Data Show
CNW Group - Fri May 02, 6:00AM CDT
Following their strong showing in the first quarter of 2014, mutual funds in Canada that hold high stakes in natural resources stocks, including sector-specific and diversified Canadian equity funds, were the best performers in April. But while domestic equity funds did well, most foreign equity categories were in negative territory last month; fixed income and balanced funds generally produced modest gains. Thirteen of the 21 Morningstar Canada Fund Indices that measure the aggregate returns of equity funds were up during the month, though only four of them increased by 2% or more, according to preliminary performance numbers today released by Morningstar Canada.
Morningstar, Inc. Reports First-Quarter 2014 Financial Results
PR Newswire - Wed Apr 23, 3:28PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its first-quarter 2014 financial results. The company reported consolidated revenue of $181.2 million, a 7.3% increase from $168.9 million in the first quarter of 2013. Consolidated operating income was $38.5 million, down 5.0% from $40.6 million in the same period a year ago. Net income was $26.4 million, or 58 cents per diluted share, in the first quarter of 2014, compared with $29.6 million, or 63 cents per diluted share, in the first quarter of 2013.
No Portfolio is an Island: Morningstar Research Examines How Job, Home Location, and Pension Affect Optimal Asset Allocation
PR Newswire - Mon Apr 21, 9:30AM CDT
Morningstar Investment Management, a unit of Morningstar, Inc. (NASDAQ: MORN), today published a new research paper, "No Portfolio is an Island," which examines how job, home location, and pension benefits, such as Social Security, affect an investor's optimal asset allocation. This paper is an extension of Morningstar Investment Management's research and patented methodology for incorporating non-financial assets like human capital--an individual's future potential savings--into the optimal asset allocation process. This paper brings a more nuanced perspective to individual investors' unique circumstances and lays out a framework for creating even more personalized portfolios. Two Morningstar Investment Management researchers, David Blanchett, head of retirement research, and Philip Straehl, senior research consultant and portfolio manager, co-authored the paper.
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...
Why Isn't Berkshire Hathaway Inc. Buying More Internationally?
Brendan Mathews, The Motley Fool - Motley Fool - Sun May 11, 6:51PM CDT
Photo: Matt Koppenhoffer, The Motley Fool. Every year, thousands of investors flock to Omaha to hear the wisdom of Warren Buffett and Charlie Munger. For as long as six hours, with only one break for lunch, the two business legends take questions...
Investment Metrics, LLC Expands Executive Team, Board of Directors
Marketwire - Thu May 08, 8:03AM CDT
Investment Metrics, LLC (www.invmetrics.com), a global provider of investment analytics and reporting solutions for investment professionals announced today that Thomas Carlson joined the firm as Vice President to lead sales and marketing, and appointed Gerry Mintz, PhD to the firm's Board of Directors. Both positions are new.
Morningstar Credit Ratings Assigns Preliminary Ratings for CGBAM Commercial Mortgage Trust 2014-HD, Commercial Mortgage Pass-Through Certificates, Series 2014-HD (CGBAM 2014-HD)
PR Newswire - Wed May 07, 12:21PM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings for the commercial mortgage-backed securities (CMBS) transaction CGBAM Commercial Mortgage Trust 2014-HD, Commercial Mortgage Pass-Through Certificates, Series 2014-HD (CGBAM 2014-HD). The preliminary ratings are based on information known to Morningstar as of May 6, 2014.
Morningstar Credit Ratings Assigns Preliminary Ratings for American Homes 4 Rent 2014-SFR1 (AH4R 2014-SFR1)
PR Newswire - Wed May 07, 8:59AM CDT
Morningstar Credit Ratings, LLC today assigned preliminary ratings to six classes of single-family rental pass-through certificates from American Homes 4 Rent 2014-SFR1 (AH4R 2014-SFR1), a single-family rental securitization. AH4R 2014-SFR1 is the third 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 May 7, 2014.
Morningstar Upgrades Analyst Rating for Six U.S. Funds, Downgrades Eight Funds in April
PR Newswire - Tue May 06, 8:26AM 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.
Morningstar Credit Ratings, LLC Assigns 'MOR RV1' Residential Vendor Ranking for Carrington Property Services, LLC as a Single-Family Rental Property Manager, Residential Real Estate Owned Asset Manager
PR Newswire - Tue May 06, 8:18AM CDT
Morningstar Credit Ratings, LLC today assigned its 'MOR RV1' residential vendor ranking for Carrington Property Services, LLC (CPS) as a residential single-family rental property manager and as a residential real estate owned (REO) asset manager. The assigned rankings are based on the following factors:
Morningstar Announces Speakers, Agenda for 26th Annual Investment Conference
PR Newswire - Mon May 05, 8:45AM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is hosting its 26th annual investment conference for financial advisors Wednesday, June 18 through Friday, June 20, at McCormick Place Convention Center in Chicago.
Natural Resources Continue to Push Canadian Equity Funds Higher in April, Morningstar Canada Data Show
CNW Group - Fri May 02, 6:00AM CDT
Following their strong showing in the first quarter of 2014, mutual funds in Canada that hold high stakes in natural resources stocks, including sector-specific and diversified Canadian equity funds, were the best performers in April. But while domestic equity funds did well, most foreign equity categories were in negative territory last month; fixed income and balanced funds generally produced modest gains. Thirteen of the 21 Morningstar Canada Fund Indices that measure the aggregate returns of equity funds were up during the month, though only four of them increased by 2% or more, according to preliminary performance numbers today released by Morningstar Canada.
Morningstar, Inc. Reports First-Quarter 2014 Financial Results
PR Newswire - Wed Apr 23, 3:28PM CDT
Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced its first-quarter 2014 financial results. The company reported consolidated revenue of $181.2 million, a 7.3% increase from $168.9 million in the first quarter of 2013. Consolidated operating income was $38.5 million, down 5.0% from $40.6 million in the same period a year ago. Net income was $26.4 million, or 58 cents per diluted share, in the first quarter of 2014, compared with $29.6 million, or 63 cents per diluted share, in the first quarter of 2013.
No Portfolio is an Island: Morningstar Research Examines How Job, Home Location, and Pension Affect Optimal Asset Allocation
PR Newswire - Mon Apr 21, 9:30AM CDT
Morningstar Investment Management, a unit of Morningstar, Inc. (NASDAQ: MORN), today published a new research paper, "No Portfolio is an Island," which examines how job, home location, and pension benefits, such as Social Security, affect an investor's optimal asset allocation. This paper is an extension of Morningstar Investment Management's research and patented methodology for incorporating non-financial assets like human capital--an individual's future potential savings--into the optimal asset allocation process. This paper brings a more nuanced perspective to individual investors' unique circumstances and lays out a framework for creating even more personalized portfolios. Two Morningstar Investment Management researchers, David Blanchett, head of retirement research, and Philip Straehl, senior research consultant and portfolio manager, co-authored the paper.
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...
