OTIS - U.S. Wide-Moat Stocks On Sale - The May 2024 Heat Map

2024-05-07 20:26:14 ET

Summary

• Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating).
• We are only interested in those targets that are attractively valued in historical comparison.
• We share the heat map of the most investable candidates that may be worth your time for further analysis.

Step One: Wide-moat stocks with 5-star and 4-star ratings

Historical evidence says that while quality alone is a poor indicator of outperformance, when combined with a decent valuation filter, Morningstar’s moat rating proves to be more than useful. Based on the available data, stocks with a wide-moat rating that also fit into the 4- or 5-star category deserve to be the subject of further analysis. See the detailed explanation and the underlying evidence of our first step in this article . ...

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