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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.

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. 

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.

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.

 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. 

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Templeton Global Bond
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Vanguard High Dividend Yield does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.