biaggio Posted July 19, 2010 Share Posted July 19, 2010 http://news.morningstar.com/articlenet/SubmissionsArticle.aspx?submissionid=98075.xml&page=1 Link to comment Share on other sites More sharing options...
biaggio Posted July 19, 2010 Author Share Posted July 19, 2010 http://www.morningstar.com/#CloseVhpOL -2 more parts to his latest writings Link to comment Share on other sites More sharing options...
Myth465 Posted July 20, 2010 Share Posted July 20, 2010 thanks for the link. Link to comment Share on other sites More sharing options...
scorpioncapital Posted July 20, 2010 Share Posted July 20, 2010 Does he say what he means by high quality US stocks (it is neither small nor large cap) in the graph? Consumer franchises? Commodities? Link to comment Share on other sites More sharing options...
benhacker Posted July 20, 2010 Share Posted July 20, 2010 Does he say what he means by high quality US stocks (it is neither small nor large cap) in the graph? Consumer franchises? Commodities? Scorpion, It's a quantatative blend of low debt, high/stable ROE, stable Net Margins, and stable revenue growth. You can reverse engineer from here: http://portfolios.morningstar.com/fund/holdings?t=GQLOX®ion=USA&culture=en-US Ben Link to comment Share on other sites More sharing options...
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