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Morningstar Tutorial
 

Morningstar Tutorial

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    Morningstar Tutorial Morningstar Tutorial Presentation Transcript

      • Morningstar Investment Research Center gives in-depth information for:
            • Stocks
            • Mutual Funds
            • Exchange-traded Funds
            • Industry Information
            • Portfolio management
    • Find information by Ticker Symbol, Company Name, Fund name.
    • Set up a list of criteria to screen for Stocks, Funds, and ETFs.
    • Links give you quick access to Recommendations, Analyst Reports, International data, and Industry information.
    • Let’s do a search for a specific stock: Darden Restaurants.
    • Type the company name in the search box and click Get Report .
    • Morningstar will give you a list of stocks that match the company name. Click the Ticker Symbol to view the report.
    • Note the contents of the report along the left side of the screen. Here is our company report.
    • You can print the report by clicking here.
    • Pay close attention to the print window. The default is to print the section currently on screen.
    • To print the full report in PDF, click Formatted Report – just above the Print link.
    • Once the PDF report is open, click the printer icon in the PDF window.
    • Let’s do another stock search – this time we’ll do a stock screen.
    • Click Screen for Stocks .
    • The stock screener allows you to find a list of stocks based on specific criteria or screens.
    • Click Morningstar Screens to find stocks based on specific criteria.
    • Select a category from the list and click Open . We’ll choose Bargain Stocks .
    • This is the list of “screens” or limiters we are using.
    • You can remove a screen or insert a new one.
    • Available screens are listed in the drop down menu.
    • 162 Stocks “pass our screen”.
    • Click to see the 162 stocks that pass the screen.
    • Our results list tells us several things.
    • Name Report Date Rating Sector Industry
    • Click a category link to sort results by that category.
    • You cannot download this list. Use the checkboxes to select entries you Do Not want. Then click Delete .
    • You can print your list of results by clicking Print .
    • Click the Stock Name to view all Morningstar information for that company/stock.
    • We are currently viewing the Quote section of the report. Click on another section for more information.
    • This is the Valuation Ratios screen.
    • You can print the report by clicking here.
    • Pay close attention to the print window. The default is to print the section currently on screen.
    • To print the full report in PDF, click Formatted Report – just above the Print link.
    • Once the PDF report is open, click the printer icon in the PDF window.
    •