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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Sept. 28.

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Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

4.5%
In his quarter-end insights overview, director of North American equity research Dan Rohr wrote: 

 

Following a flattish first half, global equities enjoyed a fairly strong third quarter, with the Morningstar Global Markets Index now up 4.5% year to date. In aggregate, our equity coverage of roughly 1,500 stocks, now looks slightly overvalued, trading at a 4.5% premium to fair value on a capitalization-weighted basis. 

40%
With the rise of cryptocurrencies, analyst Kris Inton explored if they could displace gold as a safe haven investment. This is an important question, since he estimates that 40% of demand for gold related to investments. Inton's expectations is that cyprto "does and will not" displace gold, and he sees value in  Goldcorp (GG) today.

$1 Billion
Erin Lash is bullish on  Mondelez (MDLZ) as she thinks the firm can remove an additional $1 billion in costs on top of the $1.5 billion it has already removed from the business. Overall:

 

We expect Mondelez is on a course to drive accelerating sales growth while also posting margin gains over the next several years and think that investors should feast on shares, which trade at around a 15% discount to our $52 fair value estimate and the high-teens to low 20s price/earnings multiple of its wide moat peers.

20%
Technology has had a strong run in 2018 with the sector up by nearly 20% in 2018, but that doesn't mean every tech stock is pricey. Susan Dziubinski took a closer look at three firms we think still have more room to run.

3%
 Coke (KO) and  Pepsi (PEP) are both yielding north of 3% today, and Sonia Vora thinks dividend investors should take a close look at both wide-moat firms. 

Most Popular Articles                     

Most Popular Videos

Most Requested Stock Quotes
IBM
Alphabet
Apple
Amazon
GE

Most Requested Fund Quotes
Templeton Global Bond
Fidelity Contrafund
Vanguard 500 Index
T. Rowe Price Blue Chip Growth
Vanguard Total Stock Market Index

Most Requested ETF Quotes
SPDR S&P 500 ETF
Vanguard Total Stock Market ETF
Vanguard S&P 500
Invesco QQQ
Vanguard High Dividend Yield

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