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Morningstar Advisor Magazine October/November 2009 Issue
Research
Familiarity Can Breed Bad Investment Decisions Leave the 'Junk Rally' Behind and Look for Quality at a Reasonable Price
Mike Taggart John Gabriel
Use this screen to ensure local companies are solid investments and not behavioral-finance traps. Use this screen to uncover ETFs comprising industry-leading businesses with relatively stable returns and decent valuations.
Moats around Small Castles The Not-Ready-for-High-Yield Players
Haywood Kelly Karin Anderson

Use this screen to suss out small firms with economic moats and great valuations.

Use this screen to find intermediate-term and multisector-bond funds for investors who are wary of high-yield funds.

Bargains in U.S. Industrials Higher Yields, Hold the Risk
Haywood Kelly Bradley Kay

There's value to be found in smaller U.S. industrial names, and this screen can help you find it.

Do dividend ETFs live up to their name? Use this screen to put them to the test.

Wide Moats, Good Stewardship Potent in Bear Market Yield Your Clients Can Use
Haywood Kelly Karin Anderson

Companies with wide moats and A Stewardship Grades have held up relatively well so far; use this screen to find some.

Use this screen to find income-generating stock funds for both taxable and nontaxable accounts.

These Stocks Are Fiscally Fit Find Succor in These Large Dividends
Haywood Kelly Bradley Kay and John Gabriel

The financial meltdown has shown yet again why solid balance sheets are so important. This screen can find firms that have them.

Use this screen to find high-yielding ETFs that will weather the crisis.

Investing in Hidden Assets Funds That Have an Edge Come Tax Time
Bradley Kay Karin Anderson

Use this screen to find high-growth businesses that have big ideas to keep competitors at bay.

Use this screen to uncover tax-efficient options for your clients.

Health Care Provides Shelter from Economic Storm Help Your Clients Get More out of Their Bond Portfolios
Justin Fuller Karin Anderson

Use this screen to find the best of health-care stocks, which historically tend to perform independently of the economic cycle.

This screen zeros in on globe-trotting fixed-income funds that could be welcome supporting players in a portfolio.

Embrace Your Inner Contrarian Risks Worth Taking
Justin Fuller Karin Anderson

Use this screen to scoop up good businesses that the market fears. In a few years, your clients may thank you.

This screen finds funds that have come out ahead despite their higher-than-average volatility.


 

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