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Pat Dorsey's Picks: Education, Energy, and Financials

Despite the market run-up, Pat Dorsey still sees opportunity in for-profit education, pipelines, some financials.

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Pat Dorsey: Hi, I'm Pat Dorsey, director of equity research at Morningstar. As part of Ideas Week here in December, as you're thinking about investments for 2010, where you should be putting new money in your portfolio, we thought we'd run through some of our favorite ideas in the equity universe.

Big picture, we're seeing a lot less opportunity than we were back in March. Back in March, easily a third to almost 40% of our equity universe was 5-star rated. Now that number is down quite a bit, to maybe 60 or 70 5-star stocks, as the market has run up rather quickly and, in many ways, has priced in the economic recovery that's going forward. That said, we do still think there are some opportunities, so let me just run through a number of them for you, kind of going sector by sector.

Pat Dorsey does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.