Morningstar Magazine - December/January 2015 - 92

Data Dashboard

Morningstar Equity Star Rating Tracker Number of stocks

Morningstar Wide Moat Focus Index The index consists of
the 20 U.S. wide-moat stocks with the lowest price/fair value
ratios. Each stock is assigned an equal weight.

globally that received undervalued (4 and 5 stars) and overvalued
(1 and 2 stars) ratings from Morningstar's equity analysts.
Number of Stocks
700
Undervalued

USD

Growth of $10K (10/31/2014)

18.3 20K

Morningstar Wide Moat Focus Index

486

17.2

15
239

Morningstar U.S. Market Index

350

10

Overvalued

10/2011

10/2012

10/2013

0

10 Most Undervalued Non-U.S. Stocks with Wide Moats 10/31/2014
Price

Fair
Value

$98.66

$145.00

457.7
$46.24

Company

P/FV

Morningstar
Rating

11/2011

11/2012

11/2013

0

Morningstar Wide Moat Focus Index Constituents 10/31/2014
Company

Price ($)

Fair
Value ($)

P/FV

Swatch Group UHR:CH
Sanofi SNY
Elekta EKTAB:SE

0.68 QQQQQ

Schlumberger SLB

98.66

145.00

0.68

640.00

0.72 QQQQ

Western Union WU

16.96

22.00

0.77

$59.00

0.78 QQQQ

Amazon.com AMZN

305.46

375.00

0.81

KR75.60 KR95.00

Schlumberger SLB

0.80 QQQQ

National Oilwell Varco NOV

72.64

89.00

0.82

$34.17

$41.00

0.83 QQQQ

eBay EBAY

52.50

63.00

0.83

$6.68

$8.00

0.84 QQQQ

Baxter International BAX

70.14

84.00

0.84

€155.95

€180.00

0.86 QQQ

International Business Machines IBM

164.40

196.00

0.84

Australia & New Zealand Banking Gr ANZ:AU $32.50

$39.00

0.86 QQQQ

Express Scripts ESRX

76.82

89.00

0.86

$38.73

$44.00

0.88 QQQQ

Monsanto MON

115.04

130.00

0.88

$139.53

$153.00

0.91 QQQ

Exxon Mobil XOM

96.71

109.00

0.89

General Electric GE

25.81

29.00

0.89

Lorillard LO

61.50

69.00

0.89

150.86

167.00

0.90

42.66

47.00

0.91

139.53

153.00

0.91

Exelon EXC

36.59

41.00

0.91

Sysco SYY

38.54

42.00

0.92

Qualcomm QCOM

78.51

80.00

0.92

Procter & Gamble PG

87.27

94.00

0.94

208.29

215.00

0.97

Potash Corp of Saskatchewan POT
Ambev ABEV
Kering KER:FR
Unilever UN
Core Laboratories CLB

10 Most Undervalued Morningstar Equity Best Ideas 10/31/2014
Price

Fair
Value

GBX482.20

GBX1200.00

0.40 QQQQQ

Petroleo Brasileiro SA Petrobras PBR

$10.65

$23.00

0.46 QQQQQ

Rayonier Advanced Materials RYAM

$25.06

$47.00

0.53 QQQQQ

Fiat Chrysler Automobiles FCAU

$11.05

$19.00

0.58 QQQQQ

General Motors GM

$31.35

$53.00

0.59 QQQQQ

Apollo Global Management APO

$23.52

$40.00

0.59 QQQQQ

Schlumberger SLB

$98.66

$145.00

0.68 QQQQQ

$1.77

$2.60

0.68 QQQQ

$12.58

$18.00

0.70 QQQQ

457.7

640.00

0.72 QQQQ

Company

Tullow Oil TLW:GB

Alumina Ltd AWC:AU
Santos STO:AU
Swatch Group UHR:CH

92

Morningstar December/January 2015

P/FV

Morningstar
Rating

Polaris Industries PII
Expeditors International of Washington EXPD
Core Laboratories CLB

Intercontinental Exchange ICE

Morningstar, Inc's Investment Management division licenses indexes to financial institutions as the tracking
indexes for investable products, such as exchange-traded funds, sponsored by the financial institution. The
license fee for such use is paid by the sponsoring financial institution based mainly on the total assets of the
investable product. Neither Morningstar, Inc. nor its investment management division markets, sells or makes any
representations regarding the advisability of investing in any investable product that tracks a Morningstar index.
The Best Ideas list is compiled by Morningstar's equity research teams. Price/fair-value ratios are calculated by
Morningstar analysts and reflect stocks currently under coverage.


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Morningstar Magazine - December/January 2015

Table of Contents for the Digital Edition of Morningstar Magazine - December/January 2015

Contents
Morningstar Magazine - December/January 2015 - Cover1
Morningstar Magazine - December/January 2015 - Cover2
Morningstar Magazine - December/January 2015 - 1
Morningstar Magazine - December/January 2015 - 2
Morningstar Magazine - December/January 2015 - Contents
Morningstar Magazine - December/January 2015 - 4
Morningstar Magazine - December/January 2015 - 5
Morningstar Magazine - December/January 2015 - 6
Morningstar Magazine - December/January 2015 - 7
Morningstar Magazine - December/January 2015 - 8
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Morningstar Magazine - December/January 2015 - 11
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Morningstar Magazine - December/January 2015 - 19
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Morningstar Magazine - December/January 2015 - 28
Morningstar Magazine - December/January 2015 - 29
Morningstar Magazine - December/January 2015 - 30
Morningstar Magazine - December/January 2015 - 31
Morningstar Magazine - December/January 2015 - 32
Morningstar Magazine - December/January 2015 - 33
Morningstar Magazine - December/January 2015 - 34
Morningstar Magazine - December/January 2015 - 35
Morningstar Magazine - December/January 2015 - 36
Morningstar Magazine - December/January 2015 - 37
Morningstar Magazine - December/January 2015 - 38
Morningstar Magazine - December/January 2015 - 39
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Morningstar Magazine - December/January 2015 - 41
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Morningstar Magazine - December/January 2015 - 89
Morningstar Magazine - December/January 2015 - 90
Morningstar Magazine - December/January 2015 - 91
Morningstar Magazine - December/January 2015 - 92
Morningstar Magazine - December/January 2015 - 93
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Morningstar Magazine - December/January 2015 - 96
Morningstar Magazine - December/January 2015 - Cover3
Morningstar Magazine - December/January 2015 - Cover4
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