Why Are Some of the Strongest Stocks Struggling This Year?
Advisors who use moat or quality screens, or who field client questions about why defensive-looking holdings lagged, get Morningstar's own framing of the question in under ten minutes. It is a short primer on the moat framework and its limits rather than a stock-by-stock review.
Summary
By the markets & outlook deskMorningstar magazine editor-in-chief Jerry Kerns returns to the Investing Insights podcast to discuss the Q3 issue's cover story on why some wide-moat stocks have struggled this year. The episode walks through what a moat is and its five sources, why wide-moat performance is worth examining now, and the rough stretch for the Morningstar Wide Moat Focus Index. It closes by asking whether moats are really a sign of quality and flagging other highlights from the issue.
- The discussion is based on the Q3 issue of Morningstar magazine's cover story on wide-moat stocks' struggles.
- The episode explains what a moat is and its five sources.
- It examines why the Morningstar Wide Moat Focus Index has had a rough stretch.
- It asks whether moats are really a sign of quality and previews other magazine highlights.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Welcome | 1 min | |
| What Is a Moat and Its Five Sources | 2 min | |
| Why Examine Wide-Moat Stocks' Performance Now | 1 min | |
| What's Behind the Morningstar Wide Moat Focus Index's Rough Stretch? | 3 min | |
| Are Moats Really a Sign of Quality? | 1 min | |
| Key Takeaway on Wide-Moat Stocks | 1 min | |
| Other Highlights from This Quarter's Morningstar Magazine | 3 min |
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