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Nov 29, 2006 4:57 pm

Does anyone use Morningstar equity research at their BD ?  Do you or clients find it valuable ?  I have Morningstar Advisor Workstation and have thought of purchasing the equity research module, but wanted to hear thoughts from the field.  Thank you.

Nov 29, 2006 7:59 pm

Yes, I have it, and I find it quite useful.

Nov 29, 2006 9:01 pm

Thank you - have you used S&P ?  My conern is that Morningstar will be very similar.

Nov 29, 2006 10:02 pm

I use Value Line and Morningstar.  I like both of them.  I don’t use S&P.

Nov 29, 2006 10:59 pm

I use S&P, and find them useful.  The reports are concise and well-written.  S&P has a good track record for their 5 star stocks, and a far better rep than Morningstar, who is a johnny-come-lately to the stock research biz.

Dec 1, 2006 10:41 pm

I use Morningstar and S&P. I find them to be a very good match because S&P is more growth driven and Morningstar is more value driven. I think Morningstar tells “the story” of a company clearer and better than anybody. Sign up!