Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
Several funds dive into financial services and undervalued healthcare stocks.
The Morningstar Ultimate Stock-Pickers Team
Ultimate Stock-Pickers layers Morningstar's own stock recommendations over a cross-section of great investors' stock picks to uncover enticing opportunities. For more, visit the Ultimate Stock-Pickers homepage and sign up for Ultimate Stock-Pickers e-mail alerts.
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3 Cheap Dividend Payers From the Ultimate Stock-Pickers
These stocks have a wide or narrow economic moat and an uncertainty rating of low or medium.
Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
We find several actionable ideas that yield more than the S&P 500.
Ultimate Stock-Pickers' Top 10 Buys and Sells
Six of the top 10 conviction purchases are undervalued.
3 Stock Ideas from The Ultimate Stock-Pickers
Managers were attracted to industrials, energy, and technology stocks.
Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
Several funds dive into undervalued energy, industrials, and technology stocks.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Large-cap value strategies shine after equity market shock in late 2018.
Ultimate Stock-Pickers' Top 10 Buys and Sells
We see opportunity within the consumer cyclical sector.
Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
Our managers continued to find names to put new money to work during the first quarter even as equity markets reached new highs.
Our Ultimate Stock-Picker's Top 10 Dividend-Yielding Stocks
Seven of the top 10 dividend-yielding names are undervalued.
Ultimate Stock-Pickers' Top 10 Buys and Sells
The most compelling story on the conviction holdings list of our top managers is narrow-moat rated Apple.
Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
The financial services and technology sectors each contributed three names to the high-conviction purchases list, and industrials contributed four to the new-money purchases list.
The Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Large-cap growth and large-cap value strategies maintain gains above index, market is undervalued.
Our Ultimate Stock-Pickers' Top 10 Buys and Sells
Stock-pickers find value in times of volatility and continue to purchase and hold high-quality names.
Our Ultimate Stock-Pickers Top 10 New-Money Purchases
New-money purchases in technology and consumer goods, and Berkshire finds value in the financial sector.
3 Cheap Dividend Payers From Our Ultimate Stock Pickers
Our roster of top managers is finding value in these higher-yielding stocks.
Our Ultimate Stock-Pickers' Top 10 Buys and Sells
In aggregate, our roster of top investment managers is looking more and more like the S&P 500.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
Several funds take a dive into GE as industrials receive some attention this quarter along with General Motors.
Top 10 Holdings of Our Ultimate Stock-Pickers Index
Large cap growth strategies make a comeback in 2017; three new names caught our eye this quarter.
Ultimate Stock-Pickers: Top 10 Buys and Sells
The first part of 2018 saw buying conviction pick up, with buying activity among several key names.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
We uncovered two undervalued stocks that multiple top managers were buying earlier this year.
Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks
Our top managers' high-quality dividend stocks reveal some new names worth highlighting.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Activity levels have picked up amidst rising valuations and interest rates in the new year.
Our Ultimate Stock-Pickers’ Top 10 High-Conviction and New-Money Purchases
Passive inflows continue to make for a difficult stock-picking environment.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
While healthcare names continue to present opportunities, our lists revealed names from other sectors that may be compelling.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Conservatism remained the name of the game in the most recent period, as valuations still look stretched to our top managers.
Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
This period saw the return of our top managers into household, blue-chip names.
Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks
Our top managers' high-quality dividend stocks mirror some of their high-conviction purchases or holdings
Ultimate Stock-Pickers: Top 10 Buys and Sells
Conservatism remained the name of the game in the most recent period because, to our managers, valuations still look stretched.
Our Ultimate Stock-Pickers' Top 10 High-Conviction and New-Money Purchases
Our top managers are turning over more rocks in search for buried treasure.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
While Healthcare names continue to present opportunities, our lists revealed names from other sectors that may be compelling.
Ultimate Stock-Pickers: Top 10 Buys and Sells
While our top managers were once again net sellers during the period, they still made some bullish consumer cyclical bets.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
Our early read on the buying and selling activity of our top managers uncovered a few ideas worth considering.
Our Ultimate Stock-Pickers' Top 10 Dividend-Yielding Stocks
We take a closer look at four high-quality healthcare firms with solid dividend yields.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Trading activity picked up, but our top managers remained net sellers in the fourth quarter as they maintained a cautious stance toward the market.
Ultimate Stock-Pickers: Top 10 High-Conviction and New-Money Purchases
While overall activity for our top managers decreased again, our early read on the buying and selling activity during the period did uncover a few ideas worth considering.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Relatively weak performance from the healthcare sector has created opportunities for long-term investors to consider.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Wide-moat rated MasterCard replaces Bank of America on the list of top 10 conviction holdings.
Ultimate Stock-Pickers' Top 10 High-Conviction Picks and New-Money Buys
While overall activity for our managers decreased again, we did uncover a few ideas worth considering.
Our Ultimate Stock-Pickers Top 10 Dividend-Yielding Stocks
Our top managers' focus on high-quality dividend-paying stocks remains pertinent as yield is difficult to find in a period of historically low interest rates.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Our top managers were net sellers during the most recent period but still found several names worth buying.
Our Ultimate Stock-Pickers Top 10 New-Money Purchases
While there was much less conviction buying during the second quarter, our top managers did find a few nuggets.
A Deeper Look at Three of Our Top Performing Ultimate Stock-Pickers
Ahead of our conversation with Stephen Yacktman, Dennis Lynch, and Michael Keller at the Morningstar Investment Conference, we examine their top holdings and where they are putting money to work today.
Ultimate Stock-Pickers: Top 10 Buys and Sells
The volatility brought on by concerns over global economic growth in the first quarter presented our top managers with both buying and selling opportunities.
Volatility Spurs Buying Among the Ultimate Stock-Pickers
Top money managers found more places to invest in the first-quarter as market movements opened opportunities in high-quality names.
4 Dividend-Payers From the Ultimate Stock-Pickers
These firms are both trading at a significant discount to their fair value estimates and offer a solid dividend yield.
Ultimate Stock-Pickers: Top 10 Buys and Sells
Ahead of the sell-off, top managers were cautious in adding to positions and continued to sell fully valued, flawed, or more liquid securities to meet redemption requests.
Ultimate Stock-Pickers: Top Managers' High-Conviction Picks
Before the market turmoil of 2016, buying activity remained low, but these top managers did put some money to work in firms with defensible economic moats.
Ultimate Stock-Pickers: Top 10 Best Performing Ideas
While the downturn in the equity markets in the back half of 2015 has been detrimental to our top managers' year-to-date performance it has also uncovered a handful of best ideas for the year ahead.
Ultimate Stock-Pickers: Top 10 Buys and Sells
The downturn in the global equity markets provided our top managers with the opportunity to add to existing holdings and make new-money purchases.