Why Are Some of the Strongest Stocks Struggling This Year?

#InvestingInsights #WideMoatStocks #StockInvesting

Plus, other highlights from the latest issue of Morningstar magazine.

Are wide-moat stocks’ struggles a sign of their protection diminishing? That’s the big question from the Q3 issue of Morningstar magazine. Key market moments this year heavily weighed on some stocks with competitive advantages. Why did they stumble? Morningstar magazine Editor-in-Chief Jerry Kerns is returning to Investing Insights to discuss this issue’s cover story.

https://magazine.morningstar.com/?section=issues

On this episode:

00:00:00 Welcome
00:00:41 What Is a Moat and Its Five Sources
00:03:09 Why Examine Wide-Moat Stocks’ Performance Now
00:03:47 What’s Behind the Morningstar Wide Moat Focus Index’s Rough Stretch?
00:06:05 Are Moats Really a Sign of Quality?
00:06:43 Key Takeaway on Wide-Moat Stocks
00:07:17 Other Highlights from This Quarter’s Morningstar Magazine

Watch more from Morningstar:

Don’t Make This Mistake When Chasing Higher Bond Yields

https://www.youtube.com/watch?v=YfZoxC3fvRE

How AI Is Taking Over Your Portfolio

https://www.youtube.com/watch?v=fRuX_GQs6-k&t=6s

401(k) Millionaires: Here’s How to Avoid Going Broke in Retirement

https://www.youtube.com/watch?v=oR98WHV7kFk&t=15s

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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income