CHICAGO, Sept. 12, 2011 /PRNewswire/ -- Morningstar, Inc.
(NASDAQ: MORN), a leading provider of independent investment
research, will hold its sixth annual Stocks Forum at its
headquarters in Chicago
Oct. 13-14, 2011. The event will
feature discussions with Morningstar equities strategists and
analysts and hands-on workshops designed to dissect the current
market environment and explore the complex issues facing investors
today.
"Our stocks forum has always been a great opportunity for
investors to tap into the expertise of our analysts, who uniquely
focus on the long-term value of a business rather than the
short-term fluctuation of a stock's price," said Catherine Odelbo,
president of equity and credit research for Morningstar. "This
year's forum is designed specifically for individual investors, and
we hope they will find our insights and recommendations even more
relevant to their investment goals, especially in light of the
market's volatility."
Oct. 13, 2011: Pre-Forum
Workshops
At the pre-forum event on Oct. 13,
investors can choose from three different three-hour training
sessions, covering dividend investing, 9
a.m.-noon; option investing, 9
a.m.-noon; and stock valuation, 1-4
p.m. The workshops will be led by Morningstar experts.
Oct. 14, 2011: Stocks
Forum
The Stocks Forum kicks off at 9
a.m. on Friday, Oct. 14 with a
panel discussion about latest research on companies' sustainable
competitive advantages and the Morningstar Economic Moat Rating™,
moderated by Paul Larson, equities
strategist and editor of Morningstar StockInvestor. Later in
the day, Larson will also discuss his current stock picks, many of
which have a strong record for beating the market.
Morningstar experts will lead several strategy sessions:
- Michael Tian, senior equity
analyst and editor of the Morningstar Opportunistic Investor
newsletter, will share unconventional ideas for investing in
smaller-capitalization companies.
- Robert Johnson, director of
economic analysis, will cover key economic indicators he is
monitoring to determine the direction of the economy and the
possibility of another recession.
- Elizabeth Collins, associate
director of equity research, will moderate a panel on the long-term
consequences of increasing commodity prices and the outlook for
gold, copper, aluminum, and other commodities with Morningstar's
basic materials specialists.
- Josh Peters, equity-income
strategist and editor of the Morningstar DividendInvestor
newsletter, will discuss investing for income, income growth,
long-term capital appreciation, and his top stock picks in a
low-interest-rate environment. Peters will also moderate a panel on
the search for income among stocks, bonds, and real estate.
- Phil Guziec, derivatives
strategist, and Erik
Kobayashi-Solomon, senior options analyst, co-editors of the
Morningstar OptionInvestor newsletter, will introduce the
three main uses for options—protection, income, and speculation—and
strategies to implement each one.
Throughout the Stocks Forum, attendees can speak one-on-one with
members of Morningstar's team of 80 equity analysts in the United States and participate in
roundtable discussions during breakfast, lunch, and breaks on
Oct. 14. To view the complete agenda,
please visit
http://www.morningstar.com/products/PDF/2011StocksForumAgenda.pdf.
Registration to attend the Morningstar Stocks Forum is
$189, and the pre-forum workshops are
$99 each. To register, please visit
http://www.morningstar.com/Products/store_stockforum.html or call
toll free at 866-910-1145. Members of the news media may receive
complimentary registration to the Morningstar Stocks Forum by
contacting Nadine Youssef at
312-696-6601 or nadine.youssef@morningstar.com or Carling Spelhaug
at 312-696-6150 or carling.spelhaug@morningstar.com.
Morningstar is also offering a separate equities conference for
institutional investors, Management Behind the Moat, Nov. 9-10 in Chicago. For more information and to register,
please visit http://select.morningstar.com/go/forum/.
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
products and services for individuals, financial advisors, and
institutions. Morningstar provides data on approximately 400,000
investment offerings, including stocks, mutual funds, and similar
vehicles, along with real-time global market data on more than 5
million equities, indexes, futures, options, commodities, and
precious metals, in addition to foreign exchange and Treasury
markets. Morningstar also offers investment management services
through its investment management subsidiaries and has more than
$180 billion in assets under
advisement and management as of June 30,
2011. The company has operations in 26 countries.
©2011 Morningstar, Inc. All rights reserved.
MORN-P
Media Contacts:
Nadine Youssef, 312-696-6601 or
nadine.youssef@morningstar.com
Carling Spelhaug, 312-696-6150 or
carling.spelhaug@morningstar.com
SOURCE Morningstar, Inc.