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Pat Dorsey

Pat Dorsey, CFA, is Director of Equity Research for Morningstar.

Dorsey is the author of The Five Rules for Successful Stock Investing: Morningstar’s Guide to Building Wealth and Winning in the Market and The Little Book that Builds Wealth: The Knockout Formula for Finding Great Investments. He joined Morningstar in 1998 as a senior equity analyst covering the telecommunications equipment and computer hardware industries. He played an integral part in the development of the Morningstar Rating for stocks, as well as Morningstar’s economic moat ratings.

Dorsey holds a master’s degree in political science from Northwestern University and a bachelor’s degree in government from Wesleyan University. He also holds the Chartered Financial Analyst (CFA) designation. Dorsey appears weekly on the “Bulls & Bears” show on the Fox News Channel, and has been quoted in such publications as The New York Times, The Wall Street Journal, Fortune, and BusinessWeek.


Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value comment on the prospects for the tech sector, including Microsoft's future in the 'cloud' and Cisco's recent drubbing.

Leuthold's Doug Ramsey, Ariel's Charlie Bobrinskoy, and Tom Forester of Forester Value weigh in on why some high-quality large caps, such as J&J, have lagged.

Investors piling into bonds are likely paying too much attention to what happened in the past and too little attention to where they are starting from today, say Morningstar's Pat Dorsey and John Rekenthaler.

The Morningstar director of equity research ranks the Greece debacle, margin sustainability, credit demand, inflation/deflation, and the U.S. deficit on the list of major concerns.

Management doesn't make a moat, but Morningstar's Pat Dorsey looks at how executive decisions can help or hurt a firm's long-term competitive advantages.

Morningstar's Pat Dorsey, Matt Warren, and David Sekera trace the potential global domino effects and uncertainties surrounding Europe's debt woes and bailout plan.

There are two key differences--one good and one bad--between the U.S. subprime and European sovereign debt crises, says Morningstar's Pat Dorsey.

Morningstar analyst Michael Holt thinks any potential value in HP's purchase of Palm will be in developing unique tablet and netbook devices using Palm's WebOS not in the hypercompetitive smartphone market.

Pat Dorsey takes a look back at the performance of our calls through the downturn and recovery, plus how our star ratings on wide-, narrow-, and no-moat stocks have played out.

John Rekenthaler and Pat Dorsey look at why performance of small-cap indexes varied so much last year and the importance of knowing what you're buying.

With an estimated 40% of net income coming from outside the U.S., S&P 500 Index companies offer more foreign exposure than meets the eye, says Morningstar's Pat Dorsey.

Two of our candidates have carved or strengthened meaningful economic moats in very tough industries, while the other two have literally invented industries from scratch.