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| More Bargain Than Bubble |
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Cheap, Local, and On a Roll |
| David Hirsch |
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Timothy Strauts |
| Use this screen to find undervalued tech companies poised to generate significant returns on their competitive advantages. |
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Use this screen to find focused funds with stellar risk/reward profiles. |
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| Healthy, Wealthy, and Wide |
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Foreign Funds That Win at Concentration |
| RJ Towner |
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Karin Anderson |
| With the stock market on a tear, finding undervalued stocks with large margins of safety is becoming increasingly difficult. |
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Use this screen to find focused funds with stellar risk/reward profiles. |
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| Big Opportunities in Small-Cap Stocks |
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Benchmarks? What Benchmarks? |
| David Krempa |
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Karin Anderson |
| This screen looks for good buys in a hot part of the market. |
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Try this screen for core funds that take the road less travelled. |
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| Stuff Your Stocking With Out-of-Favor Bargains |
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Stable, High Yields (Bonds Not Included) |
| David Krempa |
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Abraham Bailin |
| Beat the rush and use this screen to find beaten-down, but solid firms. |
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There are other options for investors who are bearish on bonds. |
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| In Search of ... Recession Survivors |
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Turmoil-Tested Small-Cap Funds |
| David Krempa |
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Karin Anderson |
| Use this screen to find companies that have produced strong growth despite the recession. |
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Though these small-cap funds' three-year records aren't terribly inspiring, the offerings' outperformance is a reflection of long-term strength. |
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| Stock Market Doom-Busters |
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Hunting Down European Debt-Dodgers |
| Haywood Kelly |
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Greg Carlson |
| Use this screen to spotlight bargains in a gloomy market. |
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This screen identifies good foreign funds that take a different path. |
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| Back to Basics |
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On the Prowl for Smooth Operators |
| Haywood Kelly |
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Karin Anderson |
| This screen finds stocks that would make it into Morningstar's Wide-Moat Focus strategy. |
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Use this screen to find foreign funds that stayed calm amid rough waters. |
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| Finding Dividend Leaders |
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Funds That Look Cheaper Than the Market |
| Haywood Kelly |
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Karin Anderson |
| Use this screen to suss out dividend stalwarts. |
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This screen turns up solid funds with lower valuations than the S&P 500 Index. |
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| Stocks: Think Selection, not 'Spice' |
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Your Foreign- and World-Stock Headquarters |
| Haywood Kelly |
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Morningstar Analysts |
| We use our moats and star ratings to find attractive stocks outside the United States. |
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Use this screen as a base from which to explore global offerings. |
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| High-Confidence Stock Picks |
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Long-Short Funds That Pass a Simple Stress Test |
| Haywood Kelly |
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Karin Anderson |
| Focusing on stocks with the most visible cash flows has been a winning strategy, and this screen can find them. |
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This screen is a good starting point for navigating an eclectic group of "alternative" options. |
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| Familiarity Can Breed Bad Investment Decisions |
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Leave the 'Junk Rally' Behind and Look for Quality at a Reasonable Price |
| Mike Taggart |
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John Gabriel |
| Use this screen to ensure local companies are solid investments and not behavioral-finance traps. |
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Use this screen to uncover ETFs comprising industry-leading businesses with relatively stable returns and decent valuations. |
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| Moats around Small Castles |
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The Not-Ready-for-High-Yield Players |
| Haywood Kelly |
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Karin Anderson |
Use this screen to suss out small firms with economic moats and great valuations. |
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Use this screen to find intermediate-term and multisector-bond funds for investors who are wary of high-yield funds. |
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| Bargains in U.S. Industrials |
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Higher Yields, Hold the Risk |
| Haywood Kelly |
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Bradley Kay |
There's value to be found in smaller U.S. industrial names, and this screen can help you find it. |
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Do dividend ETFs live up to their name? Use this screen to put them to the test. |
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| Wide Moats, Good Stewardship Potent in Bear Market |
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Yield Your Clients Can Use |
| Haywood Kelly |
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Karin Anderson |
Companies with wide moats and A Stewardship Grades have held up relatively well so far; use this screen to find some. |
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Use this screen to find income-generating stock funds for both taxable and nontaxable accounts. |
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| These Stocks Are Fiscally Fit |
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Find Succor in These Large Dividends |
| Haywood Kelly |
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Bradley Kay and John Gabriel |
The financial meltdown has shown yet again why solid balance sheets are so important. This screen can find firms that have them. |
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Use this screen to find high-yielding ETFs that will weather the crisis. |
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| Investing in Hidden Assets |
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Funds That Have an Edge Come Tax Time |
| Bradley Kay |
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Karin Anderson |
Use this screen to find high-growth businesses that have big ideas to keep competitors at bay. |
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Use this screen to uncover tax-efficient options for your clients. |
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| Health Care Provides Shelter from Economic Storm |
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Help Your Clients Get More out of Their Bond Portfolios |
| Justin Fuller |
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Karin Anderson |
Use this screen to find the best of health-care stocks, which historically tend to perform independently of the economic cycle. |
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This screen zeros in on globe-trotting fixed-income funds that could be welcome supporting players in a portfolio. |
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| Embrace Your Inner Contrarian |
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Risks Worth Taking |
| Justin Fuller |
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Karin Anderson |
Use this screen to scoop up good businesses that the market fears. In a few years, your clients may thank you. |
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This screen finds funds that have come out ahead despite their higher-than-average volatility. |
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