Equity Research

All content available from Morningstar

• Stock reports — information on thousands of companies listed on Canadian and U.S. exchanges — found within all detailed quotes
• Credit Ratings — on more than 600 companies listed on Canadian (TSX 60) and U.S. (S&P 500) exchanges — found within all detailed quotes
• ETF reports — covering over 1,000 Canadian and U.S. ETFs — available on ETF detailed quotes
• Canadian Research Highlights — a monthly publication providing research highlights that discuss Morningstar analysts' best ideas and surfaces recent developments from their Canadian coverage universe. Also included are an earnings calendar and a Canadian stock coverage snap-shot. You'll find the Canadian Monthly Updates on the Market Insight page of the Markets tab.
• Economic Insights — a weekly article that provides the latest analysis on the state of the U.S. economy and forward looking projections. Topics can range from employment and production numbers, inflation, commodities, housing, interest rates, currencies, and more. The Economic Insights article is found on the Market Insight page of the Markets tab.
• Pick Lists — a collection of stock-based, ETF-based and Option-based pick lists. Six in total: Canadian Core, Canada Income, Tortoise & Hare, U.S. Large Cap Core, ETF Analyst Favorites, Pay Me Now Options Portfolio. The Pick Lists can be found on the Market Insights page of the Markets tab.
• Alerts — set alerts for the release of analyst research reports and rating changes from Morningstar.

Who is Morningstar?

Morningstar Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. They specialize in providing world-class, analyst-driven investment research and insights on all major asset classes for individual investors, professional financial advisors, and institutional clients. Morningstar is not an investment firm, nor does it underwrite securities. This commitment to independence has made the firm a trusted source for investors for over 25 years.

Morningstar's unique equity research philosophy is based on two core factors: providing accurate valuations of companies over the long term and identifying companies with sustainable competitive advantages, otherwise known as "Economic Moats."

Exclusive for Royal Circle and Active Traders

New content exclusively for Royal Circle and Active Trader clients:

• U.S. Quarterly Market Outlook — a quarterly publication providing a forward-looking outlook on the economy, credit market and sectors. Each sector outlook includes Morningstar's top stock picks.
• Research Highlights — a weekly publication that summarizes Morningstar's best ideas within their coverage universe. Coverage is U.S.-centric.
• U.S. Stock Strategist Series — a weekly article covering a range of investing topics. Includes company specific news, sector & industry trends as well as market trends.
• U.S. Stock Strategist Industry Reports — a timely article that provides overview and background on individual industry groups — more than 90 covered. Includes analyst commentary on growth prospects, drivers of competitive advantages, and relative comparisons of the companies within an industry.

This new content will be available directly from the Market Insights page of the Market tab.

What is being replaced?

The new Morningstar content replaces all Standard & Poor's content.

• Stock reports — Canadian and U.S.
• S&P notifications/alerts — research reports and ratings changes
• The Outlook
• Model portfolios — a collection of 6 stock-based pick lists: Neutral Fair Value Portfolio, Platinum Portfolio, Power Picks Portfolio, Income Stocks Portfolio, Five Star Portfolio, Traders Platinum Portfolio
• Pre-defined stock screeners
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