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Matthew Coffina

Matt Coffina, CFA, is a portfolio manager for Morningstar’s Investment Management group and edits Morningstar® StockInvestorSM, Morningstar’s flagship stocks newsletter. As part of his role as editor, Coffina manages the publication’s two real-money, market-beating model portfolios: the Tortoise and the Hare.

Previously, Coffina was a senior equity analyst, covering managed care and pharmaceutical services companies. In 2012, he ranked third in the Food and Drug Retailers category in The Wall Street Journal’s annual “Best on the Street” analysts survey. Coffina also developed the discounted cash flow model used by Morningstar analysts to assign fair value estimates to most of the companies in its global coverage universe. He joined Morningstar in 2007.

Coffina holds a bachelor’s degree in economics from Oberlin College. He also holds the Chartered Financial Analyst® designation.


Our other consumer staples picks are trading at more reasonable valuations than Coke, with fewer secular headwinds, says Morningstar's Matt Coffina.

Major pharmacy benefit managers and pharma stocks with innovative pipelines should see the most upside, while companies that rely heavily on price increases for growth will likely suffer, says Morningstar's Matt Coffina.

With their vast libraries of content and popular channels, Disney, Twenty-First Century Fox, and Time Warner are well positioned to withstand consumers' shift away from traditional viewing habits, says Morningstar's Matt Coffina.

A major beer merger, cautious investors in China, and promising data on a new diabetes drug are among the factors driving ratings changes at quarter-end, says Morningstar's Matt Coffina.

Pharmacy benefit managers aren't household names, but recent consolidation in the industry is proving out the power of scale for these firms, says Morningstar's Matt Coffina.

After lowering our forecast for oil and gas prices, fair values across the energy sector have generally dropped, but some E&P and midstream names are reasonably valued, says Morningstar's Matt Coffina.

Though both are preferable to accumulating cash, paying dividends is a better method for preserving shareholder value, says Morningstar's Matt Coffina.

This narrow-moat online travel agency should expand much faster than its competitors and currently looks attractively priced, even given the headwinds, says Morningstar's Matt Coffina.

A likely slowdown in Chinese real estate will mean weaker demand for commodities such as iron ore and copper, but a few firms with sustainable low-cost positions should weather the storm.

Focused on sustainable competitive advantages and sensitive to valuation, Morningstar StockInvestor's Matt Coffina sees potential in a handful of Internet stocks today.

After his recent sale of Energy Transfer Equity, StockInvestor editor Matt Coffina says investors should consider more conservative MLPs whose current valuations are less dependent on future growth.