Investors to Hear From Some of Morningstar's Favorite Companies at Fourth Annual Stocks Forum
October 15 2009 - 10:06AM
PR Newswire (US)
CHICAGO, Oct. 15 /PRNewswire-FirstCall/ -- Morningstar, Inc.
(NASDAQ: MORN), a leading provider of independent investment
research, will hold its fourth annual Stocks Forum in Chicago on
Nov. 5-6, 2009, featuring discussions with Morningstar's equities
strategists and analysts, along with executives from 18 companies
respected by Morningstar equity analysts. CEOs of two of the
companies presenting were recipients of Morningstar's CEO of the
Year award in 2006 and 2007. "Our stocks forum is a great
opportunity for investors to engage with Morningstar's strategists
and analysts, and hear their perspectives on the current market
environment, emerging trends, investing strategies, and stock
picks," said Catherine Odelbo, president of Morningstar's equity
research group. "We're also looking forward to bringing together
representatives from some of our favorite companies to share their
insights about how they build durable competitive advantages and
long-term value for their shareholders." Nov. 4, 2009: Pre-Forum
Workshops At the pre-forum event held at Morningstar's new
headquarters in Chicago, investors can choose from three different
workshops, which will cover stock valuation, understanding options,
and investing in options. The workshops are presented by
Morningstar experts and attendees can obtain three hours of
continuing education (CE) credits as granted by the Certified
Financial Planner Board of Standards, Inc. The three-hour workshops
are offered at 9 a.m. and 1 p.m. on Wednesday, Nov. 4. Nov. 5,
2009: Invest With an Edge The Stocks Forum kicks off at 9 a.m. on
Thursday, Nov. 5 at the Holiday Inn Chicago Mart Plaza in Chicago.
Morningstar's equity strategists will share their investing
approach, current picks, and portfolio performance through three
strategy sessions: -- Josh Peters, CFA, equities strategist and
editor of the Morningstar DividendInvestor newsletter, will discuss
why company dividends--even after so many cuts--are more relevant
than ever, along with his top selections from the high-yield equity
universe. -- Justin Perucki, CFA and Michael Tian, editors of the
Morningstar Opportunistic Investor newsletter, will explain the
strategy behind their model Mosaic Portfolio, the direction they
expect it to take over the next year, and the companies they are
currently watching. -- Paul Larson, equities strategist and editor
of the Morningstar StockInvestor newsletter, will review his
current favorites from the market-beating Tortoise and Hare
portfolios, along with his thoughts on wide-moat companies--those
with a strong competitive advantage--that are ripe for purchase.
Investors will also have the opportunity to hear Morningstar's
perspective on timely, topical issues through three breakout panel
sessions with Morningstar equity analysts, offered at 10:35 a.m.
and 1:35 p.m. These sessions will address the current economic
environment, proposals for healthcare reform, and the global
investing climate. Morningstar's Director of Equity Research Pat
Dorsey will present a keynote address about his outlook for the
market during lunch. In the afternoon, Dorsey will interview Robert
Miles, author of The Warren Buffet CEO: Secrets from the Berkshire
Hathaway Managers, at the 4 p.m. keynote address. Nov. 6, 2009:
Meet the Management behind the Moat Executives from 18 companies
that Morningstar covers will discuss how they manage their business
for the long term, starting at 8:30 a.m. on Friday, Nov. 6.
Companies that are scheduled to present are: Alcon, Inc. (ACL),
AptarGroup, Inc. (ATR), BB&T Corporation (BBT), Cintas
Corporation (CTAS), CoStar Group, Inc. (CSGP), Ecolab Inc. (ECL),
Fastenal Company (FAST), General Mills Inc. (GIS), IMS Health, Inc.
(RX), Maxim Integrated Products (MXIM), Nalco Holding Company
(NLC), National Oilwell Varco Inc. (NOV), NSTAR (NST), Realty
Income Corporation (O), Steel Dynamics Inc. (STLD), Stericycle Inc.
(SRCL), Strayer Education Inc. (STRA), and Sysco Corporation (SYY).
Throughout the Stocks Forum, attendees can speak one-on-one with
more than 50 of Morningstar's equity analysts and participate in
roundtable discussions during lunch each day. To view the complete
agenda, please visit http://www.morningstar.com/goto/stocksforum.
Attendee Registration Information For a limited time, registration
for the Morningstar Stocks Forum is $249, and pre-forum workshops
are $99 each. To register, please visit
http://www.morningstar.com/goto/stocksforum or call toll free at
866-910-1145. Institutional investors can request one-on-one
meetings with the management teams presenting during the Stocks
Forum by calling 312-384-4052. Complimentary Registration for
Journalists Members of the news media may receive complimentary
registration to the Morningstar Stocks Forum by contacting Nadine
Youssef, Morningstar corporate communications, at 312-696-6601 or .
About Morningstar, Inc. Morningstar, Inc. is a leading provider of
independent investment research in North America, Europe,
Australia, and Asia. The company offers an extensive line of
Internet, software, and print-based products and services for
individuals, financial advisors, and institutions. Morningstar
provides data on nearly 325,000 investment offerings, including
stocks, mutual funds, and similar vehicles, along with real-time
global market data on more than 4 million equities, indexes,
futures, options, commodities, and precious metals, in addition to
foreign exchange and Treasury markets. The company has operations
in 19 countries and minority ownership positions in companies based
in three other countries. This press release is not intended to be
an offer or solicitation to buy or sell the above-mentioned
securities. Under Morningstar's editorial policies, equity analysts
are prohibited from holding positions in the companies they cover.
©2009 Morningstar, Inc. All rights reserved. MORN-C Media Contact:
Nadine Youssef, 312-696-6601 or DATASOURCE: Morningstar, Inc.
CONTACT: Nadine Youssef of Morningstar, Inc., +1-312-696-6601, Web
Site: http://www.morningstar.com/
http://www.morningstar.com/goto/stocksforum
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