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You won't find two well-known stock-research firms, Morningstar and Value Line, in the Investars rankings. Why? Investars' rankings are primarily for the benefit of big institutions, such as pension and mutual funds. But Morningstar and Value Line aren't competing in that arena. They sell their research directly to individual investors. (The online version of Value Line Investment Survey costs $538 a year; Morningstar's online service costs $135 and includes mutual fund research as well.) So how can you tell whether their stock picking is up to snuff?
Both firms are tracked by Hulbert Financial Digest, which has been monitoring newsletters' stock picks since 1980. The Hulbert performance data won't tell you how well Morningstar and Value Line did compared with research firms ranked by Investars. But it will tell you whether the two stock-picking services consistently beat the market over time. And, in fact, both firms' stock picks have outpaced the market over the past five years.
Morningstar StockInvestor newsletter offers two sets of picks: a safety-oriented "tortoise" portfolio and a more aggressive "hare" portfolio. From July 31, 2001, when Morningstar launched the portfolios, through the end of 2005, the tortoise portfolio gained an annualized 9%, and the hare portfolio was up 5%. Both beat Hulbert's benchmark, the Wilshire 5000 index, which returned 4% annualized over the period.
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Value Line Investment Survey, which has been published since 1931, has the second-best performance record of all newsletters Hulbert tracks, going back to 1980. More recently, the four portfolios in the Value Line newsletter returned an average of 7% over the five-year period through the end of 2005. The Wilshire 5000 gained an annualized 2% over the same period.
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The Bear Market Protocol: 3 Strategies to Consider in a Down MarketThe Bear Market Protocol: 3 Strategies for a Down Market From buying the dip to strategic Roth conversions, there are several ways to use a bear market to your advantage — once you get over the fear factor.
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Dow Adds 1,206 Points to Top 50,000: Stock Market TodayThe S&P 500 and Nasdaq also had strong finishes to a volatile week, with beaten-down tech stocks outperforming.
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Ask the Tax Editor: Federal Income Tax DeductionsAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on federal income tax deductions
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How the Stock Market Performed in the First Year of Trump's Second TermSix months after President Donald Trump's inauguration, take a look at how the stock market has performed.
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What the Rich Know About Investing That You Don'tPeople like Warren Buffett become people like Warren Buffett by following basic rules and being disciplined. Here's how to accumulate real wealth.
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How to Invest for Rising Data Integrity RiskAmid a broad assault on venerable institutions, President Trump has targeted agencies responsible for data critical to markets. How should investors respond?
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What Tariffs Mean for Your Sector ExposureNew, higher and changing tariffs will ripple through the economy and into share prices for many quarters to come.
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How to Invest for Fall Rate Cuts by the FedThe probability the Fed cuts interest rates by 25 basis points in October is now greater than 90%.
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Are Buffett and Berkshire About to Bail on Kraft Heinz Stock?Warren Buffett and Berkshire Hathaway own a lot of Kraft Heinz stock, so what happens when they decide to sell KHC?
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How the Stock Market Performed in the First 6 Months of Trump's Second TermSix months after President Donald Trump's inauguration, take a look at how the stock market has performed.
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Fed Leaves Rates Unchanged: What the Experts Are SayingFederal Reserve As widely expected, the Federal Open Market Committee took a 'wait-and-see' approach toward borrowing costs.
