Morningstar Tutorial
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Transcript of Morningstar Tutorial
![Page 1: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/1.jpg)
Morningstar Investment Research Center gives in-depth information for:
• Stocks• Mutual Funds• Exchange-traded Funds• Industry Information• Portfolio management
![Page 2: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/2.jpg)
Find information by Ticker Symbol, Company Name, Fund name.
![Page 3: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/3.jpg)
Set up a list of criteria to screen for Stocks, Funds, and ETFs.
![Page 4: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/4.jpg)
Links give you quick access toRecommendations, Analyst Reports, International data, and Industry information.
![Page 5: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/5.jpg)
Let’s do a search for a specific stock: Darden Restaurants.
![Page 6: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/6.jpg)
Type the company name in the search box and click Get Report.
![Page 7: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/7.jpg)
Morningstar will give you a list of stocks that match the company name. Click the Ticker Symbol to view the report.
![Page 8: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/8.jpg)
Note the contents of the report along the left side of the screen.
Here is our company report.
![Page 9: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/9.jpg)
You can print the report by clicking here.
![Page 10: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/10.jpg)
Pay close attention to the print window. The default is to print the section currently on screen.
![Page 11: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/11.jpg)
To print the full report in PDF, click Formatted Report – just above the Print link.
![Page 12: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/12.jpg)
Once the PDF report is open, click the printer icon in the PDF window.
![Page 13: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/13.jpg)
Let’s do another stock search – this time we’ll do a stock screen.
![Page 14: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/14.jpg)
Click Screen for Stocks.
![Page 15: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/15.jpg)
The stock screener allows you to find a list of stocks based on specific criteria or screens.
![Page 16: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/16.jpg)
Click Morningstar Screens to find stocks based on specific criteria.
![Page 17: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/17.jpg)
Select a category from the list and click Open.
We’ll choose Bargain Stocks.
![Page 18: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/18.jpg)
This is the list of “screens” or limiters we are using.
![Page 19: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/19.jpg)
You can remove a screen or insert a new one.
![Page 20: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/20.jpg)
Available screens are listed in the drop down menu.
![Page 21: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/21.jpg)
162 Stocks “pass our screen”.
![Page 22: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/22.jpg)
Click to see the 162 stocks that pass the screen.
![Page 23: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/23.jpg)
Our results list tells us several things.
![Page 24: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/24.jpg)
Name Report Date
Rating
Sector
Industry
![Page 25: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/25.jpg)
Click a category link to sort results by that category.
![Page 26: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/26.jpg)
You cannot download this list. Use the checkboxes to select entries you Do Not want. Then click Delete.
![Page 27: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/27.jpg)
You can print your list of results by clicking Print.
![Page 28: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/28.jpg)
Click the Stock Name to view all Morningstar information for that company/stock.
![Page 29: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/29.jpg)
We are currently viewing the Quote section of the report. Click on another section for more information.
![Page 30: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/30.jpg)
This is the Valuation Ratios screen.
![Page 31: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/31.jpg)
You can print the report by clicking here.
![Page 32: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/32.jpg)
Pay close attention to the print window. The default is to print the section currently on screen.
![Page 33: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/33.jpg)
To print the full report in PDF, click Formatted Report – just above the Print link.
![Page 34: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/34.jpg)
Once the PDF report is open, click the printer icon in the PDF window.
![Page 35: Morningstar Tutorial](https://reader035.fdocuments.in/reader035/viewer/2022081507/55491034b4c90558458bd552/html5/thumbnails/35.jpg)