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The Motley Fool
October 31, 2007
Rich Smith
Foolish Forecast: Will Morningstar Miss? In advance of earnings reports, analysts expect mutual fund rater Morningstar to turn in sales and earnings increases. mark for My Articles similar articles
The Motley Fool
November 4, 2008
Rich Smith
Mooning Over Morningstar Although decent, Morningstar's third quarter disappointed investors mightily. mark for My Articles similar articles
The Motley Fool
August 4, 2008
Rich Smith
Morningstar Shines On Let's break down Morningstar's quarterly report and take a look at how all three of their segment's fared individually. mark for My Articles similar articles
The Motley Fool
February 19, 2008
Rich Smith
Foolish Forecast: Morningstar Rises After beating estimates in each of the last two quarters, will Morningstar make it three in a row? mark for My Articles similar articles
The Motley Fool
July 31, 2007
Rich Smith
Foolish Forecast: Morningstar in Decline? The mutual fund rater (and now stocks, too) is set to report second-quarter earnings. Investors, here is what you can expect to see. mark for My Articles similar articles
The Motley Fool
May 1, 2007
Rich Smith
Foolish Forecast: Morningstar Wars In its short life as a publicly traded company, mutual fund- (and now stocks-, too!) rater Morningstar has twice missed analyst estimates, and thrice beaten them (tying once.) Investors, here is what you can expect from its first-quarter 2007 report. mark for My Articles similar articles
The Motley Fool
January 15, 2010
Rick Aristotle Munarriz
3 Mutual Fund Predictions for 2010 Let's sneak a peek at the future of the mutual fund industry. mark for My Articles similar articles
The Motley Fool
May 7, 2008
Rich Smith
Morningstar Blazes a New Trail Some might say that Morningstar is straying from its roots -- and that's a good thing. mark for My Articles similar articles
The Motley Fool
February 20, 2007
Rich Smith
Foolish Forecast: Morningstar Dawns The mutual fund and stock rater is set to report its fourth-quarter and full-year 2006 earnings results. Investors, here is what you can expect to see. mark for My Articles similar articles
The Motley Fool
May 7, 2007
Rich Smith
What's the Story, Morning Glory? Morningstar dawned dimly on Wall Street recently, with an earnings report that sent shares tumbling 3%. But was the news really all that bad? mark for My Articles similar articles
The Motley Fool
December 13, 2007
Rich Smith
Foolish Forecast: Value Line's Punchline In advance of earnings reports from Value Line, lets take a look at the company's last two quarters. mark for My Articles similar articles
The Motley Fool
January 4, 2010
Rick Aristotle Munarriz
Sizing Up Mutual Fund Predictions for 2009 After suffering through the double whammy of falling stock prices and investor redemptions in 2008, folks had little problem snapping up mutual fund shares once the equity markets began rallying in March. mark for My Articles similar articles
The Motley Fool
February 27, 2007
Rich Smith
Morningstar Wakes Up Revenues, profits, and cash are all flowing strongly for the mutual fund rater. mark for My Articles similar articles
Investment Advisor
April 2007
Robert F. Keane
Morningstar--S&P Deal Morningstar and Standard and Poor's, a division of The McGraw-Hill Companies, announced the completion of a deal for Morningstar to acquire Standard and Poor's mutual fund data business for $55 million in cash. mark for My Articles similar articles
Financial Planning
July 1, 2005
Bob Hirschfeld
News Regulatory investigations into Chicago-based mutual fund and stock research firm Morningstar don't seem to have affected its newly public stock. mark for My Articles similar articles
The Motley Fool
August 9, 2007
Rich Smith
Morningstar Explodes Morningstar's stock price is up 28% since Q2 reports last week; the asset-light business model means that even more growth is possible, and they have increased free cash flow at an impressive annualized rate. mark for My Articles similar articles
The Motley Fool
November 16, 2010
Seth Jayson
Does Morningstar Measure Up? With recent TTM operating margins below historical averages, Morningstar has some work to do. mark for My Articles similar articles
The Motley Fool
December 12, 2005
Rick Aristotle Munarriz
Morningstar Gets Brighter Financial research specialist Morningstar intends to buy Ibbotson Associates. Investors, take note. mark for My Articles similar articles
Registered Rep.
July 6, 2006
Kevin Burke
Morningstar Joins Hedge Fund-Data Crowd Financial advisors looking for more information on hedge funds can now turn to Morningstar. mark for My Articles similar articles
Investment Advisor
August 2010
Marlene Y. Satter
Morningstar to Rate 529 Plans Morningstar, which has researched 529 plans for years, is now adding a qualitative rating system for the plans, and quantitative ratings on 529 options within the plans. mark for My Articles similar articles
Financial Advisor
August 2010
Joel P. Bruckenstein
Star Appeal In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office." mark for My Articles similar articles
The Motley Fool
January 6, 2011
Rick Aristotle Munarriz
Evaluating Mutual Fund Predictions It wasn't easy to call the mutual fund industry's direction in 2010. mark for My Articles similar articles
Financial Planning
February 1, 2006
Bob Hirschfeld
The New, Improved Morningstar What will Ibbotson add to the fund-tracker's growing empire? With its stock and revenues soaring, Morningstar will probably be looking for more takeover targets. For financial planners, the new firm should provide a broader set of analytic capabilities. mark for My Articles similar articles
The Motley Fool
March 5, 2008
Mac Greer
Fool Video: One Money Stock, Amazon's Future, and Netflix's Ratings Analyst Andy Cross rates ratings star Morningstar. mark for My Articles similar articles
The Motley Fool
May 4, 2005
Rick Aristotle Munarriz
A Morningstar Is Born Financial research specialist Morningstar makes the grade in its lively IPO. mark for My Articles similar articles
The Motley Fool
January 29, 2008
Matt Koppenheffer
Over the Top With T. Rowe Price The fund family's solid fourth-quarter earnings reflected its funds' strong performance during a tough time in the market. mark for My Articles similar articles
The Motley Fool
August 11, 2005
Tom Taulli
Good Morningstar.com Since its IPO in early May, Morningstar has made investors very happy. mark for My Articles similar articles
The Motley Fool
December 2, 2009
Anand Chokkavelu
Morningstar Has a AAA-Rated Plan Morningstar announced today that it's getting into the credit rating business. mark for My Articles similar articles
The Motley Fool
January 6, 2009
Rick Aristotle Munarriz
The Worst Mutual Funds of 2008 Bill Miller is the yardstick in another bad year for Legg Mason. mark for My Articles similar articles
Registered Rep.
June 16, 2011
Jerry Gleeson
Morningstar's New Rating System Gazes Beyond the "Stars" Looking to give advisors new measures for evaluating funds, Morningstar plans to release a new "forward-looking" rating tool that uses its analysts' expertise to evaluate the funds' ability to outperform their benchmarks. mark for My Articles similar articles
Financial Planning
July 1, 2012
Allan S. Roth
Beyond the Stars Morningstar's new forward-looking rating scale for mutual funds is sure to have a significant impact on the research done by financial advisors. mark for My Articles similar articles
The Motley Fool
January 24, 2008
Rick Aristotle Munarriz
Fun With Funds Shares of Janus Capital and Franklin Resources both opened higher, buoyed by healthy quarterly reports. mark for My Articles similar articles
Entrepreneur
April 2007
Scott Bernard Nelson
Shed Light Are hedge funds leaving you in the dark? Morningstar's extensive database might be a good place to start your research. mark for My Articles similar articles
Financial Advisor
September 2005
A Look At Separate Accounts Large Cap Growth: New Century Investment Management... JAG... Large Cap Value: Cascade Investment Counsel... Clear Asset Management... Large Cap Blend: TCW... Harris Investment Management... etc. mark for My Articles similar articles
The Motley Fool
February 24, 2009
Rich Smith
The $2 Stock You Cannot Afford to Own Two companies whose fortunes are tied in part to the media market report their earnings. Let's compare Morningstar and TheStreet.com. mark for My Articles similar articles
The Motley Fool
June 14, 2011
Amanda B. Kish
A Game Changer for Mutual Funds Morningstar announces a new analyst ratings system that could have meaningful implications for the mutual fund world. mark for My Articles similar articles
Financial Planning
June 1, 2010
Ilana Polyak
Style Setter By creating a taxonomy for mutual funds, Morningstar's Don Phillips has helped advisors build better portfolios. mark for My Articles similar articles
Investment Advisor
October 2009
Elizabeth D. Festa
More Challenges for Target Date Funds Target-date mutual funds need more detailed and comprehensible disclosures and better manager investment, according to a new target-date research paper by Morningstar, Inc. mark for My Articles similar articles
Financial Planning
December 1, 2006
Elizabeth O'Brien
Behind the Star System Morningstar defends its mutual fund ratings in the face of new competition. mark for My Articles similar articles
Investment Advisor
June 2007
Upgrades Morningstar, Inc. has partnered with Pyxis Mobile... Schwab Performance Technologies announced a new version of its PortfolioCenter... etc. mark for My Articles similar articles
The Motley Fool
July 7, 2010
Alex Dumortier
The Most Remarkably Mispriced Name in the Market That's the way legendary investor Bill Miller described IBM in an interview at the 2010 Morningstar Investment Conference, adding that the stock is 30%-50% underpriced. mark for My Articles similar articles
The Motley Fool
February 27, 2008
Matt Koppenheffer
Investing in Investors There's big business out there for asset managers, and big profits for people investing in asset managers. mark for My Articles similar articles
Financial Advisor
January 2005
Alan Lavine
Fiduciary Ratings Debut For Mutual Funds Mutual fund monitoring services have started rating and measuring fund complexes based upon their responsiveness to fiduciary concerns, offering a tool to protect your clients and yourself. mark for My Articles similar articles
Registered Rep.
May 1, 2004
Will Leitch
Five Star Upgrade at A.G. Edwards In the first of what are expected to be many workstation upgrades, the firm has announced a deal with Chicago-based investment research firm Morningstar to integrate the company's research, data and ratings. mark for My Articles similar articles
Registered Rep.
May 1, 2006
John Churchill
Alpha Dogs Actively managed mutual funds have generally underperformed their corresponding benchmark indices over time, according to a recent study. mark for My Articles similar articles
The Motley Fool
August 10, 2005
John Reeves
Morningstar Rising: Fool by Numbers Morningstar released its second quarter earnings: Income Statement Highlights... Margin Checkup... Balance Sheet Highlights... Cash Flow Highlights... mark for My Articles similar articles
Registered Rep.
August 1, 2005
Kristen French
Next Year's Model If the one-stop shop is out, what new formula will take its place? In many ways, the Citi/Legg Mason swap looks like an ideal prototype. The thing is, a swap like that is not likely to be repeated. mark for My Articles similar articles
The Motley Fool
November 23, 2011
Dan Caplinger
Where All the Funds Are Above Average Morningstar's new system has a lot of winners and not too many losers. mark for My Articles similar articles
Investment Advisor
August 2007
Changes Morningstar, Inc. announced that Kunal Kapoor, has been named president of Morningstar Investment Services... MassMutual has appointed two senior executives to the position of co-chief operating officer... etc. mark for My Articles similar articles
Registered Rep.
April 12, 2004
Will Leitch
A.G. Edwards Inks Deal With Morningstar A. G. Edwards signs deal with investment research firm Morningstar to integrate its mutual fund research, data and ratings with Edwards' existing infrastructure. mark for My Articles similar articles